Q: If you could only hold one company in the materials sector for long-term what would that company be?
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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.
- Apple Inc. (AAPL)
- Amazon.com Inc. (AMZN)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Roku Inc. (ROKU)
Q: AAPL has had a great run.
This is probably a non-obvious question what any leads on what would be an AAPL-like stock circa pre-iPhone?
This is probably a non-obvious question what any leads on what would be an AAPL-like stock circa pre-iPhone?
Q: Hello, what would be a reasonable entry point for CSU ?
Q: Hi Guys,
Can I please get your opinion of Ollie's Bargain Outlets (OLLI). Thank you!
Dave
Can I please get your opinion of Ollie's Bargain Outlets (OLLI). Thank you!
Dave
Q: Can I please get your opinion on CYB? It’s been a long term hold in an RRSP and has done well. Do you see it as a continuing long term hold in an RRSP or maybe sell half and put into something else? It is over 10% now.
Q: Any news ? Why big drop around noon ? Thanks a million.
Q: N please comment on vqs Q2 earnings out aug 14
thank you
thank you
Q: hello 5i:
more questions/clarification on the CSU warrants:
first, warrants do not HAVE to be exercised, and CSU would wind up with both Series 1 and Series 2 bonds, correct?
second, how do you see trading in the bonds affected? eg. as Series 2 can't be called before 2040, would this make them more valuable than Series 1? Or, if they can be called at any time, would this make them less valuable.
third, the interest rate for the bonds will still follow the same criteria for both Series 1 and Series 2?
fourth, using $10,000 (a round number that makes calculations easier), a holder would then receive 100 warrants? What about numbers that would involve parts of warrants eg. $111,100
thanks for straightening this out
Paul L
more questions/clarification on the CSU warrants:
first, warrants do not HAVE to be exercised, and CSU would wind up with both Series 1 and Series 2 bonds, correct?
second, how do you see trading in the bonds affected? eg. as Series 2 can't be called before 2040, would this make them more valuable than Series 1? Or, if they can be called at any time, would this make them less valuable.
third, the interest rate for the bonds will still follow the same criteria for both Series 1 and Series 2?
fourth, using $10,000 (a round number that makes calculations easier), a holder would then receive 100 warrants? What about numbers that would involve parts of warrants eg. $111,100
thanks for straightening this out
Paul L
Q: Is TCW a good buy now considering its debt , cash flow, present oil price & your expectations for future oil prices ?
Thanks, Laird
Thanks, Laird
Q: Please comments on the earning. Is it considering cheap valuation to add at current price level?
thanks!
thanks!
Q: Appreciate your thoughts on the recent quarter reported by NEO.
Mike
Mike
Q: I do not fully understand the special dividend announced. One warrent for each share held? Exercisable when the company exercises their redemption right on the series 1 debenture? Please explain.
Q: what do you think of the quarter time to move on ?
- StorageVault Canada Inc. (SVI)
- American Tower Corporation (REIT) (AMT)
- Public Storage (PSA)
- Extra Space Storage Inc (EXR)
- SBA Communications Corporation (SBAC)
Q: Public storage and cell tower stocks are down significantly this year. Were they simply over-valued previously? Assuming interest rates will stabilize, do you feel that they may offer above average returns going forward? Your favourites listed on US and Canadian exchanges?
Q: Hi,
Can you please compare these two stocks? Which do you prefer today? I realize you do not follow wix as closely, but it seems like they have very similar business models and product offerings while wix trades at a lower multiple.
Thanks,
Can you please compare these two stocks? Which do you prefer today? I realize you do not follow wix as closely, but it seems like they have very similar business models and product offerings while wix trades at a lower multiple.
Thanks,
- Park Lawn Corporation (PLC)
- Bank of Nova Scotia (The) (BNS)
- Enbridge Inc. (ENB)
- Sun Life Financial Inc. (SLF)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Exchange Income Corporation (EIF)
Q: With multiple xdivs coming up, what would be your top 10 Canadian dividend picks? Thanks
Q: Seth Klarman's fund reported a recent trimming of Alphabet and a new purchase of Amazon. Since he is a renowned value investor how would you explain that trade from a value investor's perch? Could it be that a company like Amazon which operates many global businesses and that may be poised to move into several others meaningfully (healthcare, etc) and potentially dominate in those cannot be traditionally valued because it provides future growth opportunities like no other company can and because of that isn't able to be predictably valued? Could it be that someone like Mr Klarman is investing in Amazon for the long term because he sees no company that compares with its potential, not even an Alphabet? Could it actually be reasonably priced as a "one-of-one" company? Would like your opinion on this "analysis" of Amazon. Thank you.
Q: The Chinese economy has been haunting Canada Goosenfor a while and this issue seems to be getting worse. Do you have any thoughts on impact to future outlook? I’m not interested in waiting out another 30-50% plunge if that is a predictable outcome.
- Brookfield Renewable Partners L.P. (BEP.UN)
- Northland Power Inc. (NPI)
- Banco Latinoamericano de Comercio Exterior S.A. (BLX)
Q: I have a very positive view on renewables, and these stocks are well down today. I have all three of them.
I'm undecided between adding more BEP.UN, which I like best, and NPI, which is more deeply discounted. Morningstar has NPI at five stars.
John
I'm undecided between adding more BEP.UN, which I like best, and NPI, which is more deeply discounted. Morningstar has NPI at five stars.
John
Q: Can I please get you view on Icahn Enterprises? Buy or Pass.