Q: I am following the above through Investor Suite which was a pick a while back. Morpheus appears to be the purchaser.
Is 5i is going to follow, or should this be just dropped.
Just wondering and thanks for your reply
Rick
Q: Hi 5i
A month ago you suggested waiting a few weeks for the turmoil in regional banks to settle down. Are we there yet? I am tempted to buy IAT (35.28) or KRE (42.65), both about 35% off their highs. thoughts?
Greg
Q: Why is there this marked difference between WTI & WCS? Is it because western Canadian oil is land locked? Is it a squeeze caused by US refineries who know there is no alternative to them as a buyer at this time? Will this difference improve when the Canadian pipeline to British Columbia is finished? The difference now is about $16.00 but at times it can be $30.00.
Thanks Dave
Q: I currently own ABBV. I am aware of the off-patent cliff for Humira. Earnings are expected to drop when they are announced at the end of this month. I'm not so sure their other two drugs - Rinvoq and Skyrizi - will be capable of picking up the slack. I had read a recent article, and it gave me the impression that Humira and its new biosimilar competitors have some active ingredient(s) that allows them to be used for patients using Rinvoq and Skyrizi (?) In other words, I'm wondering if the upside of Rinvoq and Skyrizi is limited. I think you like ABBV, but is there any concern longterm? The market doesn't appear to be pricing in the risks.
I've pared back some of my ABBV shares, and am considering selling the rest. Alternatively, how robust is Amgen's pipeline in comparison ? LLY looks historically expensive, and I already own JNJ.
Spruce Point put out an update on their short today. What is your opinion on this? Is there any merit? Or alternatively, does this present a buying opportunity?
Q: Hi 5i team! Brookfield defaulted again yesterday on a dozen office buildings in Washington DC. In February it was on 2 buildings in Los Angeles. Should we be concerned or is this not material? Thanks
Q: I would like to have a look ahead on both companies.Would TOU look at selling TPZ if the price was right and how would that affect TOU revenues and Dividend or would they sell both TOU. & Tpz if price was right.Mr Rose has already sold. Companies before.I understandTOU has some long term contracts. What does 5i crystal ball foresee in the future,s .Maybe some rich US company flush with cash look at them or would it be expensive for them. I enjoy the dividends,take your time I have many points to redem
From your answers your faith and belief in GOOG seems unshakeable! Would say it is worth nibbling at this price? Or is it worth buying cash covered puts and be ready if assigned? In other words, wade in gradually (DCA as per your recent editorial in CMS!) or use options strategy? If you do hazard a guess, what would be the floor for GOOG? 90$? Your crystal ball is as good as anyone's on CNBC!!
Mano.
P.S. BTW miss you at BNN! You folks may want to consider regular webinars for the subscribers with a Q&A function.
Q: Looking to make purchase a couple of stocks for TFSA. Looking at ATD, MG, DOO and CNR. How would you rank the above. Are there other similar stocks that you would prefer instead. Looking for a stable, high quality company with good earnings and cashflow.
Q: Any thoughts on David Rosenberg article in the Globe today? Are we that close to a shift to a a profitable bond market? If so your top two picks. Thank you
Q: Have a couple of stocks in LSPD and SNAP that have performed poorly over the last year. Was thinking about replacing with Lumine Group and AEHR. Do you think a trade like this would make sense. Would there be other stocks that have high upside that you would also consider? Thank you
Q: If the price of Gold continues to climb to mid 2000s or higher, what are your top 5 large cap names in precious metals and top 5 small/mid cap names you think will have best probability for growth?