Q: Which would you consider the better investment? Ceridian or Paychex? Which would have the better economic moat and future growth potential in your opinion?
Q: on April 12 you stated ISRG was one of your favourite growth companies what is your current opinion in light of the drop in share price from 582.85 to a current price of 467.66.? plus any reason for the huge drop in price? thanks Richard
Q: I have held MO for over 10 years. It's done very well for me - tripled in value plus dividends. But it's probably time to move on. Traditional tobacco product sales are declining rapidly (not a bad thing to be honest) and investments in JUUL and Cannibis are probably years away from potentially paying off. I'm comfortable with my portfolio make up except for healthcare, which i have no exposure to. I've been looking at ISRG, TMO, BSX and BDK. I'm leaning towards ISRG based on their balance sheet (lots of cash, very little debt),market position, and potential growth but it seems to be in the doghouse after an earnings miss last quarter and it looks expensive on a fwd P/E basis. That said I don't mind paying up for quality. Your thoughts on ISRG or maybe one of the other stocks I listed? Deduct as many credits as you see fit. Thanks in advance.
What is your opinion on the long term trajectory on owning JNJ should the outcome in the Oklahoma opiod prescription trial find for the state? Is this a material concern?
Q: I would like to buy two of these. How would you rank them in terms of growth and volatility?
If one is going in a TFSA and the other in a RIFF which is the best RIFF choice?
Thanks for your valuable advice.
Q: What is your favorite health care pick for a growth / aggressive growth investor with at least a $1 billion market cap? Perhaps you can list 2 and rank them in order of preference. I'm indifferent as to whether the company is Canadian or U.S., just looking for your favorite growth picks.
Q: On my previous question on EQNR you stated that they had Debt at less than 1x cash flow, just curious at how you arrived at that value, as when i look at Morningstars info they show ttm free cash flow at 6.8 Billion and short and long term Debt around 25.7 Billion. I find this Debt/cash flow Ratio as one of the more useful metrics as it can give you an idea how fast companies can pay off Acquisitions, however few web sites report it, as well as yours when i search under companies
thanks Gord