I'm looking to increase my exposure to the healthcare sector in Canada and the US. Can you please recommend 2-4 companies in each country that you think are worth looking into?
While it's early days for this company, do you have any insights. Also has Suzanne Riddell Rose enjoyed the same success in her companies as her husband ?
Q: Hi 5i,
Regarding Robert’s inquiry on journaling ENB or MG and the BMO Investorline answer, I journal stocks all the time when I want to increase my U.S. exposure. This is an option in lieu of Norbert’s gambit. With TD, the stocks are moved to the U.S. side. I sell them and have more U.S. currency for new purchases. There is no point in holding the stocks on the CDN side in U.S. dollars as when one sells them, you are hit with FX conversion charges, and end up with CDN cash not U.S. cash. Perhaps there was just some confusion by the Investorline service rep.
Dave
Q: I have a very small holding of ALA in a diversified portfolio. What's the outlook for ALA? Should I sell my small holding and replace with something else that you'd recommend.
Could you provide your thoughts on CLSK? A clean-energy / microgrid company that acquired a miner and is now mining bitcoin, presumably more energy efficiently than other miners.
Are its financials the reason why it's valued much lower than MARA/RIOT, even though it has considerable mining capacity?
It is intriguing, but seems too speculative to buy. Would love to hear your views.
Q: What is your opinion of this company in today's current energy needs globally. Is their large debt load a huge drag on the company and the dividend?
Thanks
Q: I looked at the latest company presentation. They are projecting 33000 tons of LCE in 2022 and 66000 in 2023. If they pull that off with LCE being around 9000 US a ton what would the probable stock price be around at the end of 2023.
Q: i own each of the listed companies ... approx 5% of the portfolio and down approx 8% overall but waiting for recovery ....what i find interesting is that broker targets overall are substantially higher, even recent evaluations ... are these recommendations worth considering when buying stocks and what is your overall assessment of this list ... while I wait for recovery or US to pass SAFE .. thx
Q: Hi folks. can please get update on Gran Tierra oil gte/t...almost went broke but after Q3 results...future looks brighter with debt being paid down..exited financial covenant..& hedges off. Still long way to go but is now good time to take a position with Brent Oil at $85sh...Buy/Hold/Sell....thanks as always, jb Piedmont QC
Q: Hi Peter
I am looking for 2-3 names that would be responsible for the infrastructure of the electric car charging stations that are coming in Canada
I already owns ATD.b, you can exclude that one, thanks, prefer Canadian names
Michael
Q: After your positive report as well as my portfolio analytics suggesting I buy more consumer cyclicals, I was enthusiastic to buy Aritzia.
After a sudden share price jump last week and your answer to Harry's question on Oct 18 about possible headwinds, I'm wondering whether LNF would be a better choice at this time.
Q: In comparing the 2 which do you prefer and why?
Verizon has a higher, ROIC , cheaper forward P/E , and lower P/S but quite a bit higher PEG ratio. Interest coverage is also higher 7.6 compared to BCE at 4.41 x
Forecasted annual earnings growth 1-3 years for Verizon 1.6% compared to BCE at 7.2%
Thanks !
Q: 1 Which Of the following will likely initiate or increase their dividend. ARX,ATH,CJ,CVE,FRU,KEY,PEY,SU, TOU,WCP. Please rate in order of likelihood.
2. in order of likelihood which well have the most potential for share price increase.
3. in order of likelihood which is the safest of the above
thanks as always
Yossi