Q: Hello, curious to hear your thoughts on Itafos. Raymond James recently set a target price of $4, which is a huge multiple over current price. I already hold NTR, so wondering whether to also add a small position in IFOS. Thanks as always!
Q: I have a small position in OTEX and I know they grow buy acquisition . A recent purchase of ZIXI seems to be favourable for growth. Your comments on the future of this company ?
I also own a small positions in EFX. I'm down 27%. Hold or sell ?
Also own some CVX and down 22%. I keep waiting for infrastructure to pick up and expect this stock to take off. Your comments please. Thanks.
Q: Your thought please about guardian health.
What is the consensus on the street?
It appears your associates do not have it in their portfolio anymore.
Any reason why and would you prefer VEEV in the sector?
If so ,why would you prefer VEEV?
Q: Good Day; I've started a DRIP process within my TFSA and an RESP with NWH.un, AQN and CLP.un, and am interested in a few other stock ideas that could be considered and appropriate for these type of investment accounts.
Q: I would like to build a more concentrated techy portfolio of our holdings with a 3 year time horizon by concentrating funds on stronger names and selling those you have less confidence in 3 years. Please rank names for
A. new funds to add with a short blurb about
1. growth potential and profit margins
2. risk/ debt, particularly at a time of rising rates
3. competitive advantage
4. management
B. selling with comment about reasons.
Appreciate service you provide - thanks
Q: One of the aspects of GE's businesses that has always appealed to me is the research arm, including additive manufacturing, artificial intelligence and biology/applied physics.
Since the company is going to split into 3 separate entities, do you know which of the new companies will contain the research arm, or will it simply be a component spread across all three?
Q: I have $10,000 that I would like to put towards some kind of crypto exposure. I'm just not sure how to play it, but I'll bet my trusty friend Peter will know! I'm open to any ideas including buying Bitcoin itself, or a miner, anything really. ETF's are a little boring but maybe with this amount of money that's all I can do? Perhaps split the money into 2 ideas? I'm very comfortable with risk. What would you do and thank you so much for helping with everything.
Q: Looking for a Canadian stock or two that provides both a reasonable dividend and some growth. Please rate the above-noted stocks on a scale of 1-10 for both growth and risk over the next 12 months. Thank you.
Q: Hi 5i,
WCP seems to be stuck in the doldrums compared to other 'similar' companies in the oil patch. Am i correct in thinking it's lagging its peers lately and, if so, do you have ideas as to why?
And do you think it might bounce - a little or a lot - anytime soon?
Thanks,
Peter
Q: Takeda is near its 52 week lows, with most of the drop in the past few months. Is this a potential buy opportunity (I don't currently hold this stock) or are there some major issues or concerns to be aware of?
Q: Found this the ither day, looked to see if any questions posted recently on it, latest from last Jan., how do feeling about them now, are they worth starting new small position, how would the fair in rising interest rate environment?
Q: It would appear circumstance for the Canadian Banks looks good for their share prices to rise. If their price increases are not due to speculations or a bubble forming but strong fundamentals, could I get your opinion of how the Canadian banks may deal with their rising share prices? Would they just let them rise until circumstances change, or would they consider splitting shares?
Q: I have enough cash to top up either KXS or DOO. Once topped up, DOO would be about 4.25% and KXS would be about 3.8%. I note that KXS is in both the Balanced and Growth portfolios, but I don't know if that should give me more confidence in the company. And in an answer to an earlier question ranking top-up order and target prices, you gave the KXS target ($300) and the DOO target ($140), but in rank top-up order DOO was #3 and the KXS order was #5. I realize I'm over thinking this whole thing, and I should just pick one because both are good companies, but I get stuck when trying to decide. Both are in TFSA, so it won't be long before I can top up with new money. But any help you can give now to un-stick me, would be much appreciated. Whichever one you pick, I will stop ruminating and act.
Q: AYM just initiated a dividend and the stated policy is to distribute 30% to 50% of free cash flow. Copper has been identified as a key component in the "greenification" of energy supply. What's your opinion of buying a full position in this stock for its future potential?