Q: What is your outlook for KLA ? With a PE of 24 times in a growth sector would this be a strong buy or are there other companies you would prefer? Thanks for your analysis.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Trying to figure out the dynamics of this stock as considering buying for my TFSA as an admittedly risky ( speculative ) venture.
It has a high institutional holding and would they not see share dilution as the worst of possibilities to raise capital ? A takeover ( at a reasonable) would seem to be a better alternative for them. Do you know how much the individual directors own ? Their Board does seem experienced and while they did let costs get ahead of them, they did take decisive action by firing the President and founder of the company. What is your assessment of them getting the Magino mine up and running at expected costs ? I am considering buying , so ask you do I wait until we know the financing or take a chance with a 3 - 6 % position buying now or gradually ? Thanks Derek
It has a high institutional holding and would they not see share dilution as the worst of possibilities to raise capital ? A takeover ( at a reasonable) would seem to be a better alternative for them. Do you know how much the individual directors own ? Their Board does seem experienced and while they did let costs get ahead of them, they did take decisive action by firing the President and founder of the company. What is your assessment of them getting the Magino mine up and running at expected costs ? I am considering buying , so ask you do I wait until we know the financing or take a chance with a 3 - 6 % position buying now or gradually ? Thanks Derek
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Algonquin Power & Utilities Corp. (AQN $8.12)
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Brookfield Infrastructure Partners L.P. (BIP.UN $44.36)
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Fortis Inc. (FTS $47.28)
Q: I am looking to add to the utilities sector. I currently have FTS BIP.UN and AQN. Not really excited about AQN for the last year. I would like to add to my utility stock basket and looking for recs. Also might drop AQN. My horizon is 7-10 yrs.
Q: My daughter has $250 a month to invest I would like something that is no commission and like VGRO , what would you suggest
Q: Trying to decide between these two industrial names for a long term hold. Which one would you buy today?
Q: Hi 5i
Given that FSZ valued its own company share price at $9.80 ($34.89/3.56), why should investors be paying a premium to buy this stock today ($10.20 after decline)?
With new CEO in place now, what is to say he doesn't decide to cut the dividend that we all seem to be hanging around for these days?
Dave
Given that FSZ valued its own company share price at $9.80 ($34.89/3.56), why should investors be paying a premium to buy this stock today ($10.20 after decline)?
With new CEO in place now, what is to say he doesn't decide to cut the dividend that we all seem to be hanging around for these days?
Dave
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Algonquin Power & Utilities Corp. (AQN $8.12)
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Brookfield Renewable Partners L.P. Limited Partnership Units (BEP $27.20)
Q: Why renewables have been down so much and for so long even though their fundamentals are strong ? They were down before interest rates started creeping up. Pipelines, which are also interest rate sensitive, are doing OK.
Q: Could you suggest 4 or 5 Canadian value stocks that are trading around at their 52 week low?
Thank you and happy New Year.
Thank you and happy New Year.
Q: Is today a good entry point for these stocks?
What is the best one of these three ,3 to 5 year term?
What is the best one of these three ,3 to 5 year term?
Q: I see INE has dropped nearly 50% in last year. It offers a dividend over 4% now.
I like the sector, and the giant investment to be announced this week for offshore windmills on the U.S. East coast might help sentiment of the depressed sector and tenders should follow suit to support ongoing growth.
How would you assess this security in light of an income account at this point?
I like the sector, and the giant investment to be announced this week for offshore windmills on the U.S. East coast might help sentiment of the depressed sector and tenders should follow suit to support ongoing growth.
How would you assess this security in light of an income account at this point?
Q: Bep.un has fallen nearly 10 % in the last week. Is it the scare of rising interest rates or some thing else ? Is it sill a buy, hold or sell. I would appreciate your thoughts.
Q: Over the last 50 years or so which governing party has been most favourable to the S&P 500?
Republicans or Democrats?
Republicans or Democrats?
Q: Hi Team,
How close are you to adding a US/Global Balanced Equity portfolio to your
List of
Model portfolios?
How close are you to adding a US/Global Balanced Equity portfolio to your
List of
Model portfolios?
Q: Where would a good entry point be for this stock? $74.50?
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Tourmaline Oil Corp. (TOU $61.99)
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Whitecap Resources Inc. (WCP $9.93)
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Tamarack Valley Energy Ltd. (TVE $5.07)
Q: Good morning. I’m wanting to get into the oil n gas energy sector. Do you suggest waiting for a pull back and can you offer a few stocks
Appreciate all your time, knowledge and investigation Thank you
Appreciate all your time, knowledge and investigation Thank you
Q: What are the possible reasons for ANRG dropping from a high of $25 in November to the current $17. At one point you thought it was buy at $19. What are your current thoughts?
Q: In my RRSP account, I have SBRCY and LUKOY, which are NYSE-traded ADRs for Russian Sberbank and Lukoil. If the ADRs get delisted from NYSE, will I continue holding shares in these two companies and be eligible for dividends? If the answer is yes, will I still be receiving the dividends through my discount broker (BMO Investorline) or by some other means? TIA!
Q: Hi, Can I get your analysis of this company? Looking to take a position in this company and wondering what your thoughts are on it? Thanks
Q: ACMR could I have your take on this company? I believe it is the ground floor of chip supply and looks promising to me.
Dave
Dave
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iShares S&P/TSX Capped Financials Index ETF (XFN $66.35)
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BMO Equal Weight Banks Index ETF (ZEB $46.96)
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iShares Equal Weight Banc & Lifeco ETF (CEW $22.60)
Q: I currently have exposure to CEW, which has an MER of 0.61% and a monthly distribution yield of 3.03%. Are there any alternatives to CEW that have a lower expense ratio and higher yield?