Q: In your response to Marco's question on March 11 you mentioned you felt there were better opportunities in the US. Could you mention your top choices. Thank you.
Q: I have been looking at recommendations in the questions and have picked the companies listed above to look into.
Without considering sector diversification, would you say each of these individually are strong companies to invest in, or would you separate these into different tiers?
In what order would you take a position in these stocks if you were to invest today? (e.g. may want to wait until prices for growth stocks like TIXT/TSU stabilize)
Also please provide suggested entry prices for each.
Q: Hi 5i
We don't have any Canadian tech companies but lots of AAPL, GOOGL and NVDA. With current pullback, SHOP and XIT are down a lot (70% and 40% off highs) but CSU only about 15%. Would you buy CSU or XIT?
Thanks,
Greg
Q: At the current price of $187.67 FB, according to the company data section, is trading at 3.7 sales and analysts estimates show earnings $14.43 in 2023 for a forward PE of 13. Earnings growth is estimated to be 18.3% ($12.20 to $14.43). The analyst estimate stock target price $225 -450.
Question 1) Do you think the numbers in the company data are reasonable at this point?
Question 2) What would be the arguments against opening a position at this price if the hold was for 3-4 years
Q: I have been watching UPST for quite a while, and I do own some (not a lot...yet). I notice that there has been consistent insider selling for quite a while, and can't help but wonder if this persistent selling (over months) is what is causing the stock to plummet. Does it suggest that there is a problem with the stock/company? I do understand there are many reasons for insiders to lighten up, even if the stock is solid, but the amount and persistence of the selling here does worry me. I'd like to get your impression of all the insider selling.
Q: Hi 5i
In answer to my question earlier today about where to best find earning report dates and estimates, you provided a link to a US site. Is there a decent Canadian site that does the same or nearly so? Just wondering where I can go to get a concise calendar of upcoming Qtly reports along with street consensus estimates, without having to search company by company. If such info is only available through payment of a fee to the provider, that's OK (depending on how much ...).
Thanks, for any further info about this you're able to provide.
Peter
Q: Hi, Please comment on GRN's Q4 from yesterday. Is this stock becoming interesting to you, and would you add more at these levels? Assuming you own a partial position in ANRG and GRN, and looking to add more.
Q: Hello Peter and team,
If given a choice, would you choose Hydro one over Atco? Any idea why Atco has not done well over the last 5 years and if one is to invest , is this a good time? Thanks very much.
If the underlying ADR’s get delisted in the US, would this etf convert the ADR to the underlying stock that is traded on the Hong Kong exchange? Does this greatly reduce the delisting risk and the risk of losing the invested capital? Thanks for your expertise.
Q: Hi Peter
Can you please explain the rationale in adding Atco to the income portfolio? If 80% of its income comes from Canadian utilities, why not purchase CU directly? How is Atco better than other canadian utilities?
Q: Looking for a few names in the US and Canada where you think recent market activity has left them with an attractive fundamental to Mr market delta. Thanks!