Investment Q&A

Q: Can I have your thoughts on this stock URA as an etf play on the energy space. Do you expect the dividend to be reliable too.

Thanks.

Q: If not owned would you put a bid in today?

Q: Hi team,

Grateful if you could develop your answer to Chris April 19 and provide your full list of buy-and-forget stocks both in Canada and USA in order of preference and with suggested entry price.

With appreciation,

Jacques ISD

Q: I was perusing for low p/e US stocks and I came across Ryder Systems. Low p/e and an attractive dividend that has been paid for 45 consecutive years. I went to the company web page and looked at a corporate presentation and I was surprised to read that this company has a lot of verticals (I thought they just rented trucks!!). It seems to provide a lot of services for the e-commerce retailers which has secular growth. I know they have a lot of debt (but doesn't anyone in the truck leasing business need a lot of working capital?) so why does this company seem to trade a such a low multiple with a decent dividend? Price momentum is poor but I have other stocks that are momentum plays and I like to have some value stocks as a counter balance to the portfolio. Is R good value or other there issues I have not uncovered?

Q: shop is dropping today Wednesday. is this Netflix influence? can you comment on future and explain.

Q: What the heck just happened? April 19.

Q: Is AT AcuityAds Holdings Inc worth buying? How is management?

Thank you.

Q: What is your outlook for kinaxis

Q: hello 5i:
2 questions.
Question 1: we hold OTEX and are considering selling and replacing with NVEI. What is a reason, or reasons, we should NOT do this, as overall you are in favour of such a move (your recent posts).

Question 2:
AVGO vs QCOM; which do you like and why?

thanks
Paul L

Q: during a recession, could you give me your opinion as to the sectors which are most defensive. some eg. would be appreciated thanks

Q: They released yr end numbers last week. I would appreciate your comments. I think their numbers will get better over the year with their newer higher margin contracts and material automation upgrades kicking in by June. Pays a dividend while waiting. Lots of bridges and their commercial construction projects are across all of the US and Canada

Q: Good afternoon. For income - your thoughts on Firm Capital Mortgage Investment Corp please. Thanks,

Q: Mastercraft marine holdings. Interested in this company can you provide your opinion? Thanks
John

Q: I find this AI and Robotic space interesting, and I am impressed recent results. Looking at taking on a small entry position. Can you give me your thoughts on this company? Thanks John

Q: I’m wondering if there are any Canadian and/or US listed sector specific REIT etfs for multi-family, residential, and industrial only (no office or retail)? Thanks

Q: The Canadian energy sector is doing fantastically well. ( Especially mid cap companies like Whitecap). I have some American money I would like to invest and would appreciate, if possible, some suggestions of both American oil and natural gas companies that you think might have considerable upside as we move forward in 2022/2023. Thanks as always for your insight and support.

Q: Hi,
BIR, WCP, PEY, CVE, GXE, & ERF have significant gains in my portfolio.
SGY, and HWO on the other hand have laggard in this sector.
I would like your guidance if I should sell any of these at this time or hold. If hold for now, what should I watch out for?

Q: Hi team,

Do you see Shopify in the same boat at Netflix where they will see subscriber losses and see the stock crushed?

Q: If Netflix is down 25% at the open of trading, isn’t this an amazing buying opportunity for long term investors? Seems to me the causes for concern are only temporary and not part of a long term trend. Am I missing something?

Q: Can you provide your thoughts on this company and on its fundamentals.