Q: In regards to some of the companies that have gotten whacked after releasing their numbers (like Uber, Shopify, Hammand ect), what are a couple names that you think look the most likely to dust themselves off and move higher from here? Thanks
Q: Hi, What would be the Forward PE/valuation of TVK at current price $81-82 ? Is this multiple reasonable, for Co's historical average and the industry in general, considering the growth ( annual rate ? ) trajectory and with the risk of high interest costs and labour shortages. Do they have competition ?
Q: There have recently been questions about the number of stocks to own in a portfolio and diversification across a portfolio versus accounts. I need to reduce the number of stocks I own, but I am debating what the portfolio should look like when I am finished. My wife and I manage our account as a combined portfolio, but the result is that we are dealing with eight accounts (unregistered, TFSA, RRSP/RRIF). I would be interested in your thoughts on the minimum number of stocks in an account so it is not a bet on a coup,e of stocks, ant the advisable of having the same stock(s) in multiple account.
Thank you.
Q: The share price has steadily increased recently. Was it because the five year anniversary is approaching? If I don’t sell by the anniversary date, what will happen?
Q: In the question from Maurice wanting to increase his exposure to industrials between HPS and TVK you answered TVK. But isn't TVK considered Energy? Does 5i consider it Industrial? Or hybrid?
Thanks
Q: Hi, Thank you for sharing your opinion on this Co, in the last response. The stock seems to be really cheap at 13X earnings. The stock took off nicely after last strong earnings and traded in $56-58 level ( from $46 pre earnings), but lost steam within a few weeks and now is trading even below that. I am curious as to what transpired causing the stock to shoot up 25% and then drop back quickly.
Everything seems to be there to love the stock at current levels and future growth !! What am I missing ?
Also, could you please share the street expectations for May 14 earnings.
Q: Feels like the right time to step into long term bonds. Do you agree and what would be your maximum allocation in an income portfolio? Thanks as always.
Q: I am looking for US dollar income in a non registered account. What is your view on zpay.u for this purpose. Are there any other etfs you would recommend as an option?