Q: Hi Peter, I've taken some comfort despite my loss on BDX shares because some commentators have pointed out that their products (joint replacements) will soon benefit from the pent-up demand due to Covid-caused delays in such surgeries. However, Stryker, which is in a similar business, has significantly outperformed BDX both before and after Covid. In other words, do you know why BDX is so underperforming SYK, and would you hang onto (or perhaps add to) BDX at this point? Thank you.
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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.
- Brookfield Renewable Partners L.P. (BEP.UN)
- Algonquin Power & Utilities Corp. (AQN)
- Northland Power Inc. (NPI)
- Boralex Inc. Class A Shares (BLX)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: a) Could you please clarify the advantage of owning bep.un vs bepc.
b) Would you recommend adding either to my current holding of aqn/npi/blx?
c) Please list in order of preference
d) Do you think all four would give greater diversity, or would you prefer owning only 2 or 3 of theses companies and if so which ones!
Ed in Montreal
b) Would you recommend adding either to my current holding of aqn/npi/blx?
c) Please list in order of preference
d) Do you think all four would give greater diversity, or would you prefer owning only 2 or 3 of theses companies and if so which ones!
Ed in Montreal
Q: I have been holding IPL for approx 7 years. Needless to say I'm below water even with deal on the table. I was thinking of getting out of IPL and buying ENB.
Thoughts.
thx
Thoughts.
thx
Q: hello 5i:
we hold MRK in our portfolio, and have been notified of the allotment, as of 2 June, of shares of Organon. Can you discuss how you will see MRK shares being affected and whether or not you think the new Organon shares will have opportunities in the future that MRK did not have. Said another way, do you see this as beneficial to existing shareholder and does the new company hold some promise. CSU and TOI come to mind
thanks
Paul L
we hold MRK in our portfolio, and have been notified of the allotment, as of 2 June, of shares of Organon. Can you discuss how you will see MRK shares being affected and whether or not you think the new Organon shares will have opportunities in the future that MRK did not have. Said another way, do you see this as beneficial to existing shareholder and does the new company hold some promise. CSU and TOI come to mind
thanks
Paul L
Q: Greetings,
I have 4% cash currently and would consider short term opportunities. With a new competing bid IPL is trading below the offer price. Do you see an opportunity here to purchase IPL and hold for the sale and possible counter offer? Or is the difference more related to the half cash half PPL stock offer which will be more volitile? Hence risk. I appreciate your insite.
Cheers!
I have 4% cash currently and would consider short term opportunities. With a new competing bid IPL is trading below the offer price. Do you see an opportunity here to purchase IPL and hold for the sale and possible counter offer? Or is the difference more related to the half cash half PPL stock offer which will be more volitile? Hence risk. I appreciate your insite.
Cheers!
Q: I realize it is early in the acquisition, but would you be able to highlight the move, and give us your thoughts on the new, and hopefully improved PPL with the addition of IPL and the amount of debt they are taking on. Thanks
Q: If you owned IPL today would you:
1. Sell the stock with today's news
2. Accept the PPL stock (if the deal goes through)
3. Wait and see if Brookfield offers more
Thanks!
1. Sell the stock with today's news
2. Accept the PPL stock (if the deal goes through)
3. Wait and see if Brookfield offers more
Thanks!
Q: Market cap as questioned in my April 6 query - 3.06 Billion or some other number?
5i had contacted TOI in April to confirm this - has there been a response?
5i had contacted TOI in April to confirm this - has there been a response?
Q: Recent IPO from Swedish oat milk company that is expanding to North America. You can buy their product at Costco for example.
Appreciate your take on this company for 5 year investment.
Many thanks
Peter
Appreciate your take on this company for 5 year investment.
Many thanks
Peter
Q: Regarding todays nr, is it safe to assume the observations from the clinical trial are in a positive light? I have a small position and am considering adding - since the casino is closed. London, Ontario-TheNewswire -June 1, 2021 - Sernova Corp. (TSXV:SVA) (OTC:SEOVF)(FSE/XETRA:PSH), a leading clinical-stage regenerative medicine therapeutics company, is pleased to announce that lead principal investigator Dr. Piotr Witkowski and the Clinical Trial Investigator Team for its US Phase I/II Type 1 Diabetes clinical trial will present data and observations from the ongoing study in a presentation at the upcoming American Transplant Congress (ATC) Virtual Connect to be held June 4 - 9, 2021.
Q: With all the ESG interest these days, are there any companies you know of that help clean/protect oceans? Thanks
Q: Is the purchase of IPL by PPL a taxable event? Thanks. cheers
Q: what happens to ipl shares after the deal is done?
Q: Can you provide a few companies or ETF's, that you think will be a good way to be involved in Copper, and for these stocks/ETF's would you suggest U.S. over Cdn?
Companies for a 3-5 year hold?
Companies for 8+ years?
Thank you.
Grant
Companies for a 3-5 year hold?
Companies for 8+ years?
Thank you.
Grant
Q: I am holding a 70% position on RBA and would like your thoughts on a full position move, their latest QTR was not bad but SP has drifted down since then,
Would you recommend RBA now or wait
Would you recommend RBA now or wait
Q: I would like your analysis of the current stock price of this AI company which recently went public.
I believe they feel they will be profitable in one year?
Would irt be a buy or is it way ahead of itself?
I believe they feel they will be profitable in one year?
Would irt be a buy or is it way ahead of itself?
- iShares S&P Global Consumer Discretionary Index ETF (CAD-Hedged) (XCD)
- BMO Dow Jones Industrial Average Hedged to CAD Index ETF (ZDJ)
- BMO Equal Weight Industrials Index ETF (ZIN)
- Consumer Discretionary Select Sector SPDR (XLY)
- Vanguard Global Value Factor ETF (VVL)
- iShares Russell 1000 Value ETF (IWD)
Q: what value / cyclical suggestions do you have ETF wise?
Would one play a DOW ETF or the Russell?
or Canadian ETFs ?
Thanks
Would one play a DOW ETF or the Russell?
or Canadian ETFs ?
Thanks
- Palo Alto Networks Inc. (PANW)
- Check Point Software Technologies Ltd. (CHKP)
- Rapid7 Inc. (RPD)
- CrowdStrike Holdings Inc. (CRWD)
Q: Hello,with all the recent cyber attacks,and probably even more in the future is there any Cdn companies or more likely U.S. companies that could possibly see more business as this problem will not go away.Are their any you would endorse and why...thanks so much and have a great day.
Q: How does an unanticipated interest-rate rise in the US or a serious deterioration of the corporate debt market affect these two ETFs? Can you roughly estimate in % the impact compared to that of the stock market in each case for each ETF?
Thanks,
Thanks,
- Royal Bank of Canada (RY)
- Toronto-Dominion Bank (The) (TD)
- Bank of Nova Scotia (The) (BNS)
- Bank of Montreal (BMO)
- Canadian Imperial Bank Of Commerce (CM)
Q: If you had to sell all or some shares of one of the 5 big Canadian banks to generate some cash, which would you choose and why?
Thanks very much!
Thanks very much!