Investment Q&A

Q: Would you please comment on ABNB's latest results.

At this point in time what would be the buyer vs. the seller's thesis on the stock? Just things to consider, watch out for both positive and negative, etc going forward.

Thank you very much.


(PS. Please feel free to donate 50 of my question credits to anyone who would like some.)

Q: I have SHOP and LSPD in my RRSP at loss and realize it will take time to return to the plus side, so throwing caution into the wind (for the 3rd time!!!), I am thinking of selling both and replacing with ARKK.

The logic being that it could erase the loses quicker than with the other two. What do you think ... is this swap a good or reasonable idea? Should I just do one of the two or hold tight? Thanks as usual for your thoughtful advice.

Q: Any reason for the increase in AQN yesterday and pre-market this morning ?

Q: I am concerned that TSU has delayed their quarterly results but has not announced an alternate date to report. Do you consider this unusual or worrisome in any way?

Peter

Q: Please rank these in order of preference for the long term? Greater than 10 years. A reasoning for each please.

Thanks

Nick

Q: I am considering buying some shop in tfsa please advise your reading on the company going forward after the company report today. Would you wait or is it time to buy now?
Cheers Doug

Q: Hi, Shopify released excellent results, but stock is taking a 10% hit ( after 7% run up yesterday) in pre-market due to softer guidance. Will see how stock trades today and over next 2/3 days. Most analysts, this morning have been lukewarm to results, except RBC, which raised its price target.

What are your thoughts ? Do you think the market reaction seems a bit too harsh?

Thanks

Q: Regarding a recent question on comparing equities, I have found a resource that I don't see mentioned often called portfolio123.com. You can create watchlists by category - 'my RRSP' or 'utilities' for example, you add in the tickers and it generates summaries of various metrics (technicals, fundamentals, price target, analyst trends and then detailed screens on each company) so you can monitor and compare holdings. To help me manage myself, I create an active watchlist, add notes of my target price and then wait patiently. Base access is free.

Q: Responding to another question that you opened up for comment. Not sure how i'm supposed to respond but anyway my recommendation for the user is Simply Wall Street. It will show all the relevant metrics and then show you comparable companies in the same sector. If you want to view two side by side just open a second window.

Q: Can I get an updated view on DEFN please.

Q: Very attractive yiekd. is thisrelayivelu risk-free. i the mdium term ?

Q: Dear 5i, What is your opinion n selling STIP to raise money for XLU? As per Portfolio Analytics, my TFSA needs more Utilities, and more exposure in the USA. Thank you

Q: Is there too much overlap in owning both Nutrien and Mosaic? Does either standout as having a brighter future going forward you think? Thank you

Q: Hi guys. What are your thoughts on Absolute Software recent results, outlook, and dividend sustainability. Would you buy it today looking out a few years?

Much thanks
Stuart

Q: Please provide your comments and analysis of today's earnings. Buy, hold, sell?

Thanks

Q: Interested in your thoughts on HUTS. Could you please compare it to ZWU. Which of the two would you prefer, and why?

Thanks,
Chuck

Q: Looking for two or three of your favourite industrial companies as I’m low in this sector.
Looking for good management, good valuation compared to peers, a dividend, and hopefully some growth. Please rank best 1st. For 5+ year hold. Thanks

Q: Telus International Cda Inc was participating in the tech rally earlier this month but seams to have lost the correlation it had with the tech sector over the last 2 weeks. Is there an explanation for the stock's performance and behavior?

Q: Based on my 2 cents I feel like WCN is expensive between the 2. Can you provide your thoughts on valuation, debt and cash flow or any other more relevant metrics to compare these 2 ?
Pick one or suggest something similar in garbage space ?
Thank you for your service.

Q: I’m struggling a bit with the balance of income (dividends) and growth in a portfolio. I just looked up the 5 and 10 year CAGR for my core, large cap dividend paying holdings and discovered almost all were less than 10% (and many much lower, BNS, NTR?). I know it all comes down goals/objectives, but trying to assess the risk of mid cap growthier stocks and then attempting to factor in the tax implications of capital gains versus dividends is making my head hurt. It looks to me that as a financial holding TMX (X-T) would have been a better investment than, say, Scotiabank (BNS-T) over the last 10 years, at what would seem not much added risk. If you could put on a income investor hat, is there some level of longer term CAGR that you would balk at, and say “there has to be an acceptable risk equity out there with a better return”?.