Q: RBC analysts seems very positive on Discovery yet the share price is still down.
Trading at about the same level it was 5 years ago. I am losing patience but fearful I will sell just before this starts to take off (I have a history .... don't ask !!). I am down about 20% since purchasing in early 2021 at around $35.00 USD. If you owned this would you stick with it ? Any short term catalysts or concerns I need to consider ?
Q: Can you comment on the quarterly results please. Was there anything of particular note, either good or bad, during the earnings call? I see a few price target decreases but from a quick scan, the results didn't look that bad. Do you still like this one going forward and would you add to a 1.5% position?
My portfolio leans on Materials. I'm thinking of adding one of those. Which one is the better candidate and why? Do you have any other suggestions today? In RRSP with a 20+ horizon.
Q: Good morning 5i
I am well diversified in my portfolio and so i am looking to buy opportunistically into this dip. So sectors don’t matter. What do you see as the best opportunity currently? Also, your analysis tells me that i need more weight outside of Canada and the US. With this turmoil would Europe be a good choice. If so, what etf would you use?
Thanks
Q: Further to my question from feb 16, 2022
Thank you for trying to help me transform from dividend investor to a bit of growth.
5I mentionned P/E, P/S, ROE ratios.
What are the present ratio values for these 3 companies right now. ( I understand this is a snapshot in time).
A. what is considered a "good" / buy cutoff for these ratios
B. how would you priorize or rank these ratios in terms of importance (from a buying perspective)
C. a rising dividend is sometimes a warning signal of a falling price (catching the knife concept) should I be wary of looking at these ratios like a % dividend; rising dividend not necessarily a good sign OR sometimes a good buy if really / fundamentally a good company (which I believe all 3 to be.)
Q: Could I please get your analysis of the quarterly/year end results for MEDIFAST, Booking Holdings, and eXp World Holdings? Any change on recommendations?
Thank you
Q: I own both of these companies, and would like to add more to my current positions. I know you like them both as long term investments. Do you prefer one over the other?
My other question is: What is your opinion about selling puts to add to these positions? Volatility is very high on both, so I would get a decent premium, and I (possibly)get to buy them at a much lower price. This just seems like win-win to me. Are there any risks in doing this that I'm not aware of? I am not using any margin for these purchases.
Q: I know you follow and like both adtech companies APPS and TTD but there have been no questions on applovin which seems to be a big player in this market as well + recent purchase of mopub. I was wondering your thoughts on this company and its outlook how would you compare it to apps and ttd and where would you rank it for growth potential?
Q: Would you be agreeable to selling BABA for tax loss and replacing it with PINTEREST? Baba is cheap but the China problem does not look like ending any time soon and Pinterest also looks attractive. Thankyou If you have a better tech idea feel free to mention it.