Q: Good day, I know it has been like quicksand, but I'm already in (at slightly a higher price) and am wondering if there is some value in GE around this price? For short-term (tax-loss bounce) and longer-term. Your insights are much appreciated. Thanks.
Q: I own OHI (2% weighting) in my RRSP and over the past year have seen a decent run up in the stock. The dividend is now 8%. Can I get your thoughts on the company, short position and if you feel a move out of OHI to either BIIB or PFE would be advisable. Or just add a 2% position in these other two companies? 15+ year investment horizon.
Q: salut 5i! I have just sold my WEED holdings (at a nice profit .. also own small amounts of APHA and HEXO) and am contemplating buying either STZ or VOO .. with the general objective of further diversifying an already quite well diversified portfolio (stocks and etfs) .. I also hold VGG, VDU, FDN, XHY, and ZUH .. your thoughts? thanks!
Q: Looking at adding Zoetis ( ZTS ) to my RRSP account mainly for it's growth and US exposure - have held it's former parent company Pfizer for many years. Your opinion please - seems to have been on quite a run since the spinoff.
I should have listened to your last comment on this dog and sold it at a smaller loss back in October but I didn't and now wonder if I too should throw in the towel like other investors following the ER yesterday.
I don't need the money but following its 17% haircut I wonder if it's waste of more time and money to hold and hope for a change in the negative momentum.
Would you kindly give us your assessment of their balance sheet and future prospects and whether the huge short on the stock is justified here.
Q: NEWR reported a decent beat last night. I bought 1 call, (yes 1 whole call). I am trying to to decide whether to cash it in or turn it into shares for a longer term hold. within the next 10 days. What are your thoughts on their business going forward? Thank-you.
Q: Hello,
Cabot corp is a global specialty chemicals. Could you please comments on its latest earning, outlook and valuation. Is this stock cheap or expensive?
Thanks
Victor
Q: your thoughts on investing in regional banks (ie: columbia) or the majors (bank of america: city; etc) or would you prefer a global bank (ing)??
ed in montreal
Q: Yesterday on Market Call Tonight Ross Healy basically panned McDonalds, as far too expensive, saying not only would he not recommend it as an investment, but he wouldn't even recommend it for gamblers, that it could damage your portfolio. I'm a little confused. McDonald's strikes me as a low beta stock which is reasonably conservative and doing well. It doesn't appear to me to be hugely overpriced or a risky investment. What is your take?
Q: Daseke Inc. DSKE reported 3rd quarter record financial results today, yet closed down 6.5% and traded 3 times average volume. Will you look at the report and possibly explain why this result on such a positive report.
Q: Hi David,
I am looking for a diversified industrial company that I can hold for a two year minimum.
ROP and FTV look interesting -- my thought is to go 50/50.
Do you have a preference or another name to consider?
Thanks,
Raymond
Q: I bought some shares in Honeywell back in January and I have noticed recently 2 new stocks that have appeared in my investment account: GTX (Garret Motion) and REZI (Resideo Technologies) which apparently are spin-offs from HON. Are you able to provide any comments on these 2 new companies? I'm inclined to just sell them (small number of shares). Thanks.
Is it worth paying 80 times the earning for TTWO. Their Redemption II game seem to getting a lot of attention from reviewers and I thought it might be a good time to pick up some shares in this market downturn. Given their balance sheet would you choose them or would you prefer something else in this arena.
Q: Hello 5I Research
I read that Warren Buffett has bought back his Berkshire Hathaway own shares
is he suggesting that the market is undervalued as a whole ?What are your thoughts with his move ?Should we be buying stocks on the October dip?
Please take credit as deemed appropriate .
Regards
Claudio
Q: It's been a few months since anyone has asked about BEAT. It's been on a tear all year and apparently just announced some good results and/or guidance.
Can you summarise the recent results please and would you be a buyer?