Q: I have a 40% profit in NGLOY and I'm wondering aout exiting. I assume it is riding the copper price and the strenghening industrials but it has an interest in multiple minerals. The weird asset is deBeers. The dividend is great but the P/E seems low relative to peers. Is deBeers dragging this down? Is this a good time to sell or rather hold?
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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: I own a small position in OGN and would like to either add to make a full position or sell to eliminate the position. Taxes are not a factor.
Your thoughts on this company!
Your thoughts on this company!
Q: Which Rare Earths company would you pick if you only had one choice in either Canada, the USA or Australia?
Q: Have their been any changes to SPG.to financials since your last post on it? Has your opinion changed in any way since your last question on SPG.to?
Thank you
Thank you
Q: Can you please comment on LMT's earnings? Buy, sell or hold? Would you recommend LMT or RTX for a long term hold?
Thanks.
Thanks.
Q: Good morning,
Your thoughts on starting a position in LMT? Or jumping in feet first for a full.
Would it be one of your top picks in this sector still?
Considering all metrics is this looking like a good longterm entry point?
Thank you very much!
Your thoughts on starting a position in LMT? Or jumping in feet first for a full.
Would it be one of your top picks in this sector still?
Considering all metrics is this looking like a good longterm entry point?
Thank you very much!
Q: What are your thoughts on picking up Rogers on its current weakness?
- Martello Technologies Group Inc. (MTLO)
- GlobeX Data Ltd - Ordinary Shares (SWIS)
- Zoomd Technologies Ltd. (ZOMD)
Q: ZOMD The company issued a press release on October 27th that it expects to see at least 80% revenue growth this year. What comparable company do you suggest that would help in determining a possible value of the shares?
Q: According to their latest annoucement Athabasca is going to hedge 75% of their production at $66 for the next 18 months. With oil prices rising does this seem like a good idea and what would this do to the leverage of the company in the future? Also this was one of the highest leveraged companies for it size, is it still when compared to other similar sized companies.
Q: Any idea on the date of the next quarterly earnings and what the numbers might look like. Tnx
Q: Is ELGX going bankrupt? The price action is disastrous. It's down 65% in a few months with no end in sight
- Brookfield Infrastructure Partners L.P. (BIP.UN)
- Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC)
Q: I have been holding BIP.UN for several years. Does it make to sell it and buy BIPC to get tax advantage. BIPC is about 3.5% more expensive than BIP.UN, which has narrowed down significantly in the last couple of years. Why did the difference narrow down so much and can it narrow down even further? Thanks.
Q: Good afternoon,
If you had new money to invest would you put it into ASML or UCTT?
If you had new money to invest would you put it into ASML or UCTT?
- Boardwalk Real Estate Investment Trust (BEI.UN)
- Granite Real Estate Investment Trust (GRT.UN)
- InterRent Real Estate Investment Trust (IIP.UN)
Q: I own these 3 REITs in my RRSP. I have done extremely well on them and I have reduced my positions. Given that they are REITs and have recovered nicely from the Covid lows, I am debating exiting the positions completely since their upside potential has been reduced. They will never have explosive growth and since they are no longer depressed does it make sense to exit the positions and look for opportunities elsewhere where there is more upside. The dividends are not that large so I don't feel I am missing out from an income perspective.
Thanks,
Jason
Thanks,
Jason
Q: Share price continues to decline, and when you think it has hit bottom it declines further. Do you have insight to why there is such negative momentum, and what future events or catalysts could change direction.
- Brookfield Renewable Partners L.P. (BEP.UN)
- Algonquin Power & Utilities Corp. (AQN)
- Northland Power Inc. (NPI)
Q: Hello Peter,
Are there any issues with having BEP,UN in a TFSA? Is it similar to investing in any other dividend paying stocks in a TFSA ( in terms of receiving dividends ): there are no extra forms to fill out as it is a limited partnership.. Also, if the company is not profitable, what is the thesis of investing in it: great cash flow, part of BAM, and the right sector such as renewable energy. From a fundamental basis, is it better than investing in AQN or NPI?
Are there any issues with having BEP,UN in a TFSA? Is it similar to investing in any other dividend paying stocks in a TFSA ( in terms of receiving dividends ): there are no extra forms to fill out as it is a limited partnership.. Also, if the company is not profitable, what is the thesis of investing in it: great cash flow, part of BAM, and the right sector such as renewable energy. From a fundamental basis, is it better than investing in AQN or NPI?
Q: Shop has been weak the past several trading days, particularly today (Tuesday) when the market is up. Any reason for this? They report on Thursday. Do you expect good results?
Q: Hi 5i
Given that peer company Polaris PII cut its outlook due to supply chain issues, and DOO is down 7%.. does this change your outlook on DOO?
and would you be interested in average down at this price? or simply continue to hold?
Thx
Jim
Given that peer company Polaris PII cut its outlook due to supply chain issues, and DOO is down 7%.. does this change your outlook on DOO?
and would you be interested in average down at this price? or simply continue to hold?
Thx
Jim
Q: WPT Industrial REIT was bought by Blackstone on Oct 22, and I was surprised to see the breakdown of purchase details. Of the $22.00 purchase price, approx 19% was paid as disposition price and 81% as a giant dividend. This seems very unusual and costs the holder a chunk of money reflecting difference between dividend and cap gain taxation. I must say this seems unfair. Any comments?
Q: Can you give me analysts estimates for 2021 and 2022 (and 2023 if available) for revenue and earnings for Trisura please.