Q: Thoughts on this company, is it a buy at current levels? how long would you expect for it to recover? is the dividend safe?
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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: Question about ZM,
I know you mentioned in an old comment that ZM is trading at a crazy ~20x sales multiple... is that forward sales estimates and is that incorporating the recent surge of sales due to COVID?
I know it is a hyped stock, but in the last 2 weeks I went from not knowing about zoom to all my work life being through zoom and now my social life as well though group zoom chats. I know from a work perspective I will keep using zoom... it seems like a large chunk of the developed world has been recently introduced to their product (and it is a good product)
When have estimates been revised, what are the forward sales and earnings multiples now, and do you think it is a buy?
I know you mentioned in an old comment that ZM is trading at a crazy ~20x sales multiple... is that forward sales estimates and is that incorporating the recent surge of sales due to COVID?
I know it is a hyped stock, but in the last 2 weeks I went from not knowing about zoom to all my work life being through zoom and now my social life as well though group zoom chats. I know from a work perspective I will keep using zoom... it seems like a large chunk of the developed world has been recently introduced to their product (and it is a good product)
When have estimates been revised, what are the forward sales and earnings multiples now, and do you think it is a buy?
- Citrix Systems Inc. (CTXS)
- Atlassian Corporation (TEAM)
- Amplify Cybersecurity ETF (HACK)
- RingCentral Inc. Class A (RNG)
- Zoom Video Communications Inc. (ZM)
- CrowdStrike Holdings Inc. (CRWD)
- Slack Technologies Inc. Class A (WORK)
Q: Thanks for the great technical chart. It is very very helpful. Can you please share the chart settings.
Is there any ETF in Canada and the USA that covers work from home stocks. That includes Cyber Security, Telecom and cloud business. if not would you recommend any stocks or ETF with a good balance sheet in each of the above sectors or any other sectors that would benefits?
Thanks for the great service.
Is there any ETF in Canada and the USA that covers work from home stocks. That includes Cyber Security, Telecom and cloud business. if not would you recommend any stocks or ETF with a good balance sheet in each of the above sectors or any other sectors that would benefits?
Thanks for the great service.
Q: At a 15 % yield, the market must be anticipating a distribution cut. A 2/3 cut brings the yield down to 5 % which seems reasonable for this Brookfield company , even with the inherent problems they will have with retail and possible office properties. What does the balance sheet say about distribution strength? Would Brookfield be very reluctant to cut one of their major companies? Would you nibble on this one or stay away from the sector altogether? Thanks
- Canadian Utilities Limited Class A Non-Voting Shares (CU)
- Air Canada Voting and Variable Voting Shares (AC)
- Chorus Aviation Inc. Voting and Variable Voting Shares (CHR)
Q: Could you please give me your opinion on these three companies in light of the current situation. I hold Cu and CHR, but not AC. I am particularly thinking of AC since post the virus, it would seem to be likely to recover significantly. Your thoughts?
Please charge as many questions as you deem appropriate.
Please charge as many questions as you deem appropriate.
Q: Thank you for the updated report on PSI.
My exposure is now very small given the current price. Would you increase to a 2% position or sell the position. I am happy to hold for 5 year +.
Thank you for your guidance.
My exposure is now very small given the current price. Would you increase to a 2% position or sell the position. I am happy to hold for 5 year +.
Thank you for your guidance.
Q: Wondering about this stock in light of recent pullback. In your opinion, how safe is the dividend? Any other comments and outlook would be appreciated. Thanks, Don
Q: I am considering switching ecn for dsg for up to 3 years regardless of sector. Your thoughts.
Thank you as always.
Thank you as always.
Q: What are thoughts on this stock, like most recently it is under "water" but the fundamentals appear solid?
Q: XCB is quite negative this morning. Problems with the BBB bond exposure in Canada ?
Q: could you please give an update on this stock and your recommendations as well. Buy, Sell or Hold.
- Intel Corporation (INTC)
- Johnson & Johnson (JNJ)
- JPMorgan Chase & Co. (JPM)
- UnitedHealth Group Incorporated (DE) (UNH)
- DocuSign Inc. (DOCU)
- Berkshire Hathaway Inc. (BRK.A)
- Vanguard Value ETF (VTV)
Q: You had previously given the following criteria to judge momentum stocks: "For momentum we like a rising stock price with increasing volume, positive earnings surprises, accelerating earnings, analysts' upgrades and target prices. "
Would I be correct in assuming that in the current markets, we need to think more like value investors, however, than momentum investors? If my observation is correct how does one then analyze value stocks?
Appreciate your insight.
Paul F.
Would I be correct in assuming that in the current markets, we need to think more like value investors, however, than momentum investors? If my observation is correct how does one then analyze value stocks?
Appreciate your insight.
Paul F.
- Sangoma Technologies Corporation (STC)
- Adobe Inc. (ADBE)
- Microsoft Corporation (MSFT)
- Salesforce Inc. (CRM)
- Atlassian Corporation (TEAM)
- ServiceNow Inc. (NOW)
Q: Hi,
I have a small position in Sangoma and am considering selling and adding to another tech company. Going forward however do you consider the macro space in which Sangoma operates to be a driver for growth or would you see other tech companies with greater potential and if so, a few names would be helpful. I recognize Sangoma is a small company.
Thanks
I have a small position in Sangoma and am considering selling and adding to another tech company. Going forward however do you consider the macro space in which Sangoma operates to be a driver for growth or would you see other tech companies with greater potential and if so, a few names would be helpful. I recognize Sangoma is a small company.
Thanks
Q: Please comment on updates on Apr 1.It did issue another one o Mar 25.Txs for u usual great services & advices
Q: Hi Peter, Ryan
Could you name a few Candian and US companies that are great capital compounders? Which ones, in your opinion, have a "Reinvestment Moat", i.e. they have a moat and also have a long runway of opportunities to deploy incremental capital at high rates into the foreseeable future? As a next best alternative, companies with a good moat and exceptionally strong capital allocators.
Thank you!
Could you name a few Candian and US companies that are great capital compounders? Which ones, in your opinion, have a "Reinvestment Moat", i.e. they have a moat and also have a long runway of opportunities to deploy incremental capital at high rates into the foreseeable future? As a next best alternative, companies with a good moat and exceptionally strong capital allocators.
Thank you!
- Barclays Bank PLC ZC SP ETN REDEEM 23/01/2048 USD 27.193879 - Ser A ShortTerm Futu (VXX)
- ProShares Short S&P500 -1x Shares (SH)
Q: When someone puts on a hedge overlay to protect profits on
portfolio what exactly is one doing. Should your clients be doing it
and is it easy to do.Can u give an example
tnx u.
portfolio what exactly is one doing. Should your clients be doing it
and is it easy to do.Can u give an example
tnx u.
- Power Corporation of Canada Subordinate Voting Shares (POW)
- First Quantum Minerals Ltd. (FM)
- H&R Real Estate Investment Trust (HR.UN)
- TFI International Inc. (TFII)
- Extendicare Inc. (EXE)
- Brookfield Property Partners L.P. (BPY.UN)
- MTY Food Group Inc. (MTY)
Q: My wife and I are seniors drawing from our RRIF's and we are 'buy and hold' type of investors and need income. Your recommendations to 'harvest' capital losses is something that we have not really done previously but this suggestion is resonating with us now. If we were to do this I think we would look for 'proxy' purchases for at least the 30 day waiting period before we could repurchase the same equities if we wished.
Could you suggest some appropriate 'proxy holdings' we should be aware of for the following equities?
1. The REITs HR.UN, BPY.UN......would ZRE be a good holder?
2. EXE
3. POW
4. FM
5. MTY
6. TFII
Please use my question credits as appropriate. With thanks
Could you suggest some appropriate 'proxy holdings' we should be aware of for the following equities?
1. The REITs HR.UN, BPY.UN......would ZRE be a good holder?
2. EXE
3. POW
4. FM
5. MTY
6. TFII
Please use my question credits as appropriate. With thanks
Q: Which would you prefer for a 4 to 5 year hold in a rrsp,or would you recommend some of both? Could you please give your usual in depth analysis? Thank you.
- SFL Corporation Ltd (SFL)
- Royal Dutch Shell PLC American Depositary Shares (Each representing two Class B) (RDS.B)
Q: Would you recommend RDS.B or SFL? If you had to choose between them, which would it be?
Thanks for your service
Thanks for your service
Q: Please provide your comments on The Westaim Corporation.
What is their chance to sustain the very high dividend.
Thank you
What is their chance to sustain the very high dividend.
Thank you