Q: I am down by 55% on this company, although it is a small position (.8%) & I consider it speculative. Your comments will help me decide to wait, sell, or buy more. Thanks
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: What is 5i thoughts on Pivotree's 2022 Q4 results? Cash holdings jumped significantly between Q3 and Q4 of 2022.
Q: If a series of events were to occur that would cause the long end of the yield curve to spike to 10%, how does this affect highly indebted companies such as ENB, TRP and BEP.UN ? What measures can they take to avoid bankruptcy in that scenario, and what would be your level of confidence that they could ?
As a 2nd part to this question, what are your top 5 Canadian dividend-paying stocks that would have balance sheets that one would not necessarily need to be concerned about ? i.e. durability under the above situation.
As a 2nd part to this question, what are your top 5 Canadian dividend-paying stocks that would have balance sheets that one would not necessarily need to be concerned about ? i.e. durability under the above situation.
Q: The Federal, Ontario and Quebec governments have all announced significant infrastructure spending in their budgets. This should be good for infrastructure companies. Which stock do you think is most promising for a new position? I have held WSP in the past and was surprised to see it down 1% today despite the positive news. At a PE of 47.6X is does not look cheap.
Q: Good morning,
I currently hold FRU in my TFSA account and it is down approx 30%.
Q1. What is your outlook at this time of FRU and would this be a good entry point to purchase some additional shares?
I wish to purchase an energy stock for my TFSA and GXE is one under consideration given the relative safety of its high dividend and growth prospect should the price of oil go higher.
Q2. What are your thoughts and outlook of GXE at this time and do you have a better recommendation for a new position in my TFSA?
Thank you and I'll await your sage advice.
I currently hold FRU in my TFSA account and it is down approx 30%.
Q1. What is your outlook at this time of FRU and would this be a good entry point to purchase some additional shares?
I wish to purchase an energy stock for my TFSA and GXE is one under consideration given the relative safety of its high dividend and growth prospect should the price of oil go higher.
Q2. What are your thoughts and outlook of GXE at this time and do you have a better recommendation for a new position in my TFSA?
Thank you and I'll await your sage advice.
Q: CS Looks like the secondary has been placed. Stock moving up. Copper price moving up. Do you prefer CS over HBM
Also do you know when ATZ reports its Quarter RAK Thanks a lot
Also do you know when ATZ reports its Quarter RAK Thanks a lot
Q: What is your take on financials released today.
Do you consider NEO to be a buy sell or hold
Thank you
Do you consider NEO to be a buy sell or hold
Thank you
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BMO Covered Call Canadian Banks ETF (ZWB)
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CI U.S. & Canada Lifeco Covered Call ETF (FLI)
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iShares U.S. Insurance ETF (IAK)
Q: FLI has a good dividend but it is on its declining share value. It is contradictory in its performance as higher interest is supposed lift Life Ins companies earnings. Please advise what is the way to find out how these ETF burning through capital and do you have alternatives for this sector of financial cos.?
Q: So, in comes the new Liberal budget. Lots of spending and increased deficits. Also, a huge emphasis on renewables. Where does this leave the oil and gas industry in Canada? Is this budget going to damage the industry or does the money it brings in to the federal government make it an essential contributor to the funds needed to pay for all the new spending outlined by the government. What will happen to Canadian energy companies as a result of this budget?
Q: I have reviewed the Income statement and Balance and FFO. This company, from what I can see, is poised for some serious cash flow and profit moving forward. What is your take on it keeping in mind that there seems to be a push in exploration given the Electrification of Industry? Currently drills are in short supply and it appears that this trend will continue giving rise to higher margins etc. Would you buy in at this time?
Q: On Feb 16th when comparing PPL to ENB you commented that the consensus was that PPL would see a significant drop in earnings this year. Why would earnings be reduced? Higher interest rates, or are there other issues??
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Vanguard FTSE Developed All Cap Ex U.S. Index ETF (VDU)
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Vanguard FTSE Developed All Cap Ex U.S. Index ETF (CAD-hedged) (VEF)
Q: I hold these ETFs in both TFSA and RIFF accounts. Every month activity shows dividend in and out with 0$ net result . Tried to get an explanation from the discount broker but no help. Can you illuminate for me why the activity is shown that way?
Many thanks
Many thanks
Q: Hi Team,
Evidently the Q4 wasn't spectacular...I do have a few questions in particular:
1. The 2023 guidance for EBITDA and EPS has quite a range, to me this almost looks like saying 'we have no idea' what do you make of this?
2. Just below the guidance in the press release there is talk of 'Actual Profits' vs the prior 'Assumed Profits', what is this and is this a good/bad/no effect change?
3. Your overall thought on the results and if you see this decline as an opportunity?
Thanks
Evidently the Q4 wasn't spectacular...I do have a few questions in particular:
1. The 2023 guidance for EBITDA and EPS has quite a range, to me this almost looks like saying 'we have no idea' what do you make of this?
2. Just below the guidance in the press release there is talk of 'Actual Profits' vs the prior 'Assumed Profits', what is this and is this a good/bad/no effect change?
3. Your overall thought on the results and if you see this decline as an opportunity?
Thanks
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NovaGold Resources Inc. (NG)
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Yamana Gold Inc. (YRI)
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First Majestic Silver Corp. (FR)
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Torex Gold Resources Inc. (TXG)
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Pan American Silver Corp. (PAAS)
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Capstone Copper Corp. (CS)
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Osisko Mining Inc. (OSK)
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Equinox Gold Corp. (EQX)
Q: Which small and mid-cap miners in the gold and silver space are poised for impressive production growth in the near term?
Q: They announced that their GEN 3 Purevap Pilot Plant is up and operating. Do you see this being a money maker for them. What is your overall opinion of this company. What are the next 2 years looking like.
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Purpose US Cash Fund (PSU.U)
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Global X USD Cash Maximizer Corporate Class ETF (HSUV.U)
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US High Interest Savings Account Fund (HISU.U)
Q: Hello everyone,
I have U.S. cash on the sideline and would like to "park" it short term (3/6 mths), can you suggest where to place 20th$ ?
I need to keep funds in U.S. dollars.
Thanks and all the best !
I have U.S. cash on the sideline and would like to "park" it short term (3/6 mths), can you suggest where to place 20th$ ?
I need to keep funds in U.S. dollars.
Thanks and all the best !
Q: I am holding SDE (thanks for that one) and from what I can gather you recommend to continue to hold as a bet on management. Can you please provide what the key metrics will be after the sale. What are the assets, production, cash flow, P/E ect. and how much value do you put on the Logan warrants?
Q: I hold YRI in my TFSA a/c and it has done well. It is now to be acquired by major Gold co. offering some cash and fractions of shares. I find it a problem to carry a few shares here and there. I am thinking of selling YRI and buying B2B to maintain my position in gold. Please advise if there are junior gold co. better than B2B.
Q: Good morning Peter, Ryan, and Team,
In our combined accounts, Portfolio Analytics indicates that the Technology sector is overweight by 4.53%.
To reduce the overweight position to 2.76%, ENGH could be sold at a reasonable profit, given the length of time it’s been held.
Our other holdings in this sector are CSU, KXS, TOI, and LMN. (If we also sold LMN, our new overweight position would drop to 2.62%) Would you endorse selling only ENGH or both ENGH and LMN to free up some $ for under-represented sectors?
Thanks as always for your thoughts.
In our combined accounts, Portfolio Analytics indicates that the Technology sector is overweight by 4.53%.
To reduce the overweight position to 2.76%, ENGH could be sold at a reasonable profit, given the length of time it’s been held.
Our other holdings in this sector are CSU, KXS, TOI, and LMN. (If we also sold LMN, our new overweight position would drop to 2.62%) Would you endorse selling only ENGH or both ENGH and LMN to free up some $ for under-represented sectors?
Thanks as always for your thoughts.
Q: acquisition of the Biodex - -Do you feel this is a positive step. I feel in the past, you had high regards of management. Do you feel this stock is under priced. Would you give it a buying rate.
Also, on the 2 previous questions, how would you rate them.
Also, on the 2 previous questions, how would you rate them.