Q: Hello, could you please comment on results. A recent purchase. Would like to know what you think Is important to focus on in the next coming quarters, or hopefully, years. Thank you.
Q: Can I please have your comments and analysis on this company's recently announced earnings and do you see good things in the future for the TMX group?
Q: Hi guys your assessment of PKI earnings were ok I thought they we’re good market seemed to agree with me
Am I missing something in my analysis
Kind regards
Stan
Q: Why do you think the markets have been negative on GUD lately? Their last few quarters have shown significant growth in income. I show GUD down about 28% on the year. Thanks.
Q: Have some money in a RRSP to invest and committed to continue investing in Constellation Software.
With the upcoming spin-off, Topicus, should I buy Constellation after the dividend/spinoff, or are we better off buying more of Topicus because it's essentially an earlier and smaller version of Constellation which means it's more likely to grow faster on a percentage basis.
Also are there any concerns with it being primarily in Europe versus Constellation which is much more diversified between geographies?
Q: Hello,
how do interest rates affect SLF? Given they are histirically low presently is this a net positive or negative for it's earnings? If and when rates go up, whenever that is, is this a positive for SLF?
What is the current payout ratio for it's dividend? Do you see any catalysts for growing its EPS given the current economic conditions?
Thanks,
Dan
Q: Hello 5i Team,
Based on today’s price, is Bam. a buy, hold or sell? Please provide your comments on future earnings and anticipated price appreciation.
Q: I would like to own WELL. My hesitation is what you identify under Key Risks in your report - "inability to compete with larger players such as Telus and Loblaw in the digital health care solutions space ".
I own both Telus and Loblaw and recognize that their exposure to digital health space is a small part of their over-all business at this point while WELL is the pure play growth option.
Having difficulty assessing this and would appreciate your thoughts.
Not asking for specific portfolio advice , but just in broad , general terms -
if one owns these two larger companies , would it be appropriate to put Well in the "like to own " rather than "need to own " category and allocate capital elsewhere .
Thank-you
Q: Hi,
why has the stock trended lower recently? I don't see any news that might cause this especially after their last earnings release. I assume it's possibly just the general market weakness.
Is this a good entry point at current levels if one doesn't own it?
Thanks,
Dan
Q: Brookfield is oft touted as an iconic must own Canadian equity. Ytd it is running currently at -23% annualized. How do you see this name performing in any possibly positive fashion until we see some light at the end of the Covid pandemic?