Q: Happy New Year gentlemen.
I know it is an apples to oranges comparison, but where would you deploy an infusion of cash for a 10 year hold? Already hold both, looking more at growth than income at this point.
Thanks
Q: Happy New Year Peter and 5i team,
I was thinking of adding Google to my Canadian funds TFSA. It was a recent top pick by two well known analysts on market call. They said that the company is attractively valued, has good growth potential, and good cloud business potential with growing revenues. Do you agree?
What are the consequences of holding a US stock in a can funds TFSA? Is it better to hold in an open account?
Thank you for your opinion
Q: Hello, I have heard that AirBnB will go public in 2020. Do you know when will that be? Is there a website where we can see when a new IPO is offered? Thank you, Gervais
Is ILMN still a good growth company now that the merger looks very unlikely? Would you still hold it or look elsewhere? If the latter, what would be a good alternative in the same industry?
Q: An article in the Fin Post calls Marketaxess the undisputed champion in the S&P financial index for the last decade. Your only comment on this company was in March,2018. The company appeared to have done very well up till then. The CEO was even interviewed that year by Crammer on his show. As I understood that interview, MKTX is sensitive to interest rates, yet it continues to rise in value in this low interest environment. Do you think MKTX is a safe way to have "bond" exposure? Belated season's greetings. Lionel
Q: I have two small positions in CSH.UN (1.3%) and SIS (1.0%), and I wanted to consolidate the invested capital into one holding. I consider them both to be investments within the healthcare space, which is part of the reason for consolidating these two holdings. I am strongly leaning towards selling CSH.UN and buying more SIS. Does this sound reasonable, or is there another option worth considering?
Q: AXSM
I owned this stock 2k shares at $18. It rose extremely quickly and I sold my position at $48.
It is now over $100, some of the current recent reports I have been reading are amazing and it was just upgraded with a target price of $180.
It is currently $100. What do you think of AXSM, should I just leave it and post the gain or should I reenter again at 5X the price I bought less than a year ago?
Your opinion would be appreciated.
Q: Would like your opinion of this company currently at multi year lows,do you think it will survive all the streaming competition,is the dividend safe and do you think there is value here for a 1-2 year hold thank you
Q: In a brief release I see MAXR is being taken out by private equity for $1B, but the rise in share price this morning has the Mkt Cap at $1.26B. Can you explain the difference, e.g., does the 1B include or exclude debt carried by the company, is this a signal someone else might come in higher? What is your recommendation, hold or sell into this strength?