Q: Disney came with flying colours on streaming.
However its nearterm future maybe a question mark given its themepark and related businesses. How do you see its progress in post Covisworld
Q: I have no real undersatanding of this Co I purchased shares few months ago when it was flying high. then I read it got hurt badly when a star lead person left abruptly. Since then it was recovering slowly.
I read now they applied for relief under the new stimulous bill .
How imp is this for SQ. how do you see the company future path
Q: hello 5i:
Could you tell me what percentage of their business WSP derives from the US? And, thinking of infrastructure happening at some point, could you advise a US equivalent to WSP?
Paul L
Q: I am looking for companies that should do well in the work from Home economy. Im also looking for companies such as $REAL and $DOCU that provide support to businesses.
I currently own $TDOC, $REAL, $ROKU, $VZ, $BCE. I would appreciate a few names that 5I likes in Canada and the US.
Q: Would like your take, assessment on this technology stock. Like is it a buy? And what would be comparable, somewhat similar company?....Thanks....Tom
Q: Hello, my shares of UTX have just been converted into shares of CARR (14%), OTIS (22%) and RTX (64%) respectively. I do not want to have too many stocks in my portfolio, do you think it is ok to keep just one of these three companies? If yes, which one would you keep? Why? Thanks, Gervais
Q: Would you switch BA to RTX (or another US company in the same sector) in light of what has happened to BA in the last while (MAX issues, dividend suspension, gov't bailout, etc), or just hang tough for now?
Q: I see you made recent comments on Match group. I'm interested and it looks very strong fundamentally (pre covid), very high roic, roe. But debt looked like it could be pretty high and CEO sold a large chunk of shares last month. Can you comment on its financial situation and would you have concerns with it making it through some negative quarters?
Q: Could I please have your opinion of this fund. I am a retired income investor looking for diversification away from Canada. The only knock I can see in it is 30% of the holdings are financials, mainly US banks, which I do not own but like most Canadians I am overweight Canadian financials.
Which Cdn and US companies would you consider buying now in relation to their assistance (equipment, internet services, food services, etc...) or solution (vaccines, drugs, etc...) or potential in view of the Covid-19 crisis and why ? Take credits as you see fit.
Q: Hi.
PINS issued Q1 guidance after hours today and the stock price is up over 14%.
Would you please share your opinion on this stock?
Also, what other stock names listed in the US are similar in “business “ like PINS?
I hold CP in my portfolio at 3% (still in the green), thinking about switching to L or Costco for a little more security in these difficult times, your thoughts?
Keep safe,
Jim
Q: Peter and team
I was looking for a Canadian equivalent to Russell IWO small cap.
The only one close seems to be ZSML.U. Very small Net Asset Value and likely thinly traded. What are your thoughts and or suggestions.
Thanks
Phil