Q: Your portfolio review was helpful and appreciated. Am gradually tweaking our savings re diversification. Presently no healthcare. Am mulling a 3 - 5% (of equity) stake. We can do this in either Cdn or US$. The US healthcare sector is our preference. If we use our Cdn$, it appears you favour ZUH? Can you recommend an equivalent etf if we use our US$? I'm also hoping for your thoughts on whether now even the time to take a position in healthcare (given the current confusion down south) or would we be better off just to add this cash to our SPY or XSP. Thanks for your help.
Q: I am wondering what your thoughts are on SBUX today....is the sell off overdone (Down over 7% at time of this question)? Would you see it as a good buying opportunity or a wait and see? Thank you.
Q: What are your thoughts on Input Capital? Was thinking of initiating a small position. What is the main risk to this business and what would be the catalyst to move the stock forward?
Q: MDA just reported, please provide comments, perception going forward of company. Some of their sales divisions were up nicely, and others were down. Any and all feedback is appreciated. Thank you.
Q: The 3 above are my only energy holdings. Total about 10% of portfolio. Hold or sell? If sell suggested replacements? Maybe renewable energy?? Take appropriate credits.
Thanks Jim
I have looked at metrics (beta, market cap, p/cash flow ratio, p/e ratio, dividend rate) for the above 3 mentioned IT/tech companies and feel that OTEX seems to have the best metrics among them. Would you please comments on these companies and rank them accordingly.
Q: Can you please provide your analysis re: current valuation of this company. Is it a good time to buy this stock at current levels? Do you see any specific company initiatives / acquisition opportunities that will drive growth in short to mid term? Thank you.
Q: Hi 5i Research Team, Can you please provide current analysis of Canadian Tire, including economic trends that could impact retail sales of this company, and your expectation for growth, stock price and dividend valuation. Is this a good time to buy Canadian Tire?
Q: Any reason for the rapid decline of KBLT stock price,following a nice increase following the recent IPO? Is it related to the expiration of a insider "lock-up" period?
Thanks!
Q: I have seen my investments total value in US stocks and non hedged ETFs going down lately, although individual stock price are doing OK.
I know it is very difficult to predict currency fluctuations, I would like your view and recommendation on how to protect my portfolio. Is buying hedged ETFs is the solution and what about your view on the Canadian dollar against the US $ and the Euro.
I value your opinion
Raouf
Q: I am thinking of getting exposure to the US regional Banks by way of MBK.UN. I could do the same thru an ETF, what would be your recommendation?
Thanks