Q: Could I get your opinion on this company please? And, how significant are the geopolitical risks here. 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.
Q: What is your opinion on Chubb? Is there growth expected for the next year? Is progress tied a good deal to interest rates? What do you think of management?
Q: Here is a situation which is prevalent in many parts of my portfolio. for example, I have BNS at an average cost on ~$72. It closed yesterday at $64.50. If I go with 'timing the market' I should probably exit the stock. If I go with 'time in the market' I should continue to hold and collect the dividends.
Is there are 'rule' one can use and does that rule vary for large cap stocks like BNS or a small cap stock like PNE which I also own?
Is there are 'rule' one can use and does that rule vary for large cap stocks like BNS or a small cap stock like PNE which I also own?
Q: Re Brians question about tax relative to RiF's on death relative to charities. An excellent source of information is your local Community Foundation. This is one of their specialties.
- Booking Holdings Inc. (BKNG)
- Edwards Lifesciences Corporation (EW)
- Visa Inc. (V)
- Albemarle Corporation (ALB)
- S&P Global Inc. (SPGI)
- Paycom Software Inc. (PAYC)
- Kinsale Capital Group Inc. (KNSL)
- Old Dominion Freight Line Inc. (ODFL)
- Brown & Brown Inc. (BRO)
- Celsius Holdings Inc. (CELH)
Q: Could you give me your recommendations for the 10 best US medium or large cap companies that pay small or no dividends, this time excluding IT companies? Thanks for your great service.
- Northland Power Inc. (NPI)
- Boralex Inc. Class A Shares (BLX)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: Please you provide a brief comparison of these three. Which would be your preferred hold for the next 5- 10 years?
Thanks,
Mike
Thanks,
Mike
Q: Hello 5i team,
There is such a difference in Nuvei’s adjusted and unadjusted financial results. On an adjusted basis it looks like an incredible growth at a VERY price story. Unadjusted with stock compensation doesn’t look close to the same. What are your thoughts on the adjusted and unadjusted results for this story?
Also, do you have any concerns about the adjusted fcf yield that is used to buy back shares that are issued at part of comp and adjusted out, effectively making the story less profitable?
Thank you!
There is such a difference in Nuvei’s adjusted and unadjusted financial results. On an adjusted basis it looks like an incredible growth at a VERY price story. Unadjusted with stock compensation doesn’t look close to the same. What are your thoughts on the adjusted and unadjusted results for this story?
Also, do you have any concerns about the adjusted fcf yield that is used to buy back shares that are issued at part of comp and adjusted out, effectively making the story less profitable?
Thank you!
Q: Is the 'cardboard' metric a real thing? When cardboard sales dip, it is a precursor to an economic slowdown?
- Bank of America Corporation (BAC)
- Citigroup Inc. (C)
- Goldman Sachs Group Inc. (The) (GS)
- JPMorgan Chase & Co. (JPM)
- Morgan Stanley (MS)
- Wells Fargo & Company (WFC)
Q: Dear Peter et al:
Thanks to your consistent answers not only to my questions but to other subscribers, I have taken a position in RY, BN and TD. BNS may follow soon.
However having browsed through literally hundreds of questions on US Financial stocks, I don't see the same consistent answers. JPM seems to get your nod mostly. Even that doesn't get the nod with the fervor with which you endorse RY for example. In general you seem to be less enthusiastic about the US big banks.
What are the US banks that you would rank in the same order as you often do in Canadian banks? i.e. equivalent to RY/TD/BNS.
Thank you.
Mano
Thanks to your consistent answers not only to my questions but to other subscribers, I have taken a position in RY, BN and TD. BNS may follow soon.
However having browsed through literally hundreds of questions on US Financial stocks, I don't see the same consistent answers. JPM seems to get your nod mostly. Even that doesn't get the nod with the fervor with which you endorse RY for example. In general you seem to be less enthusiastic about the US big banks.
What are the US banks that you would rank in the same order as you often do in Canadian banks? i.e. equivalent to RY/TD/BNS.
Thank you.
Mano
Q: Interest in U seems to be on the rise. I have a small amount of cash I keep for spec.
NXE.CA was recommended recently but no details. Has this been a proven deposit and how far along are they in developing this mine? Thanks. H.
NXE.CA was recommended recently but no details. Has this been a proven deposit and how far along are they in developing this mine? Thanks. H.
Q: Good morning,
Regarding the question asked by Jean on June 27 about charities and RRSPs I have been searching for general tax information at death on my RIF as well as specific information as it applies to beneficiaries and charities and have come up empty handed. I have tried the CRA by phone and website as well as my financial institution. I seem to be asking the wrong questions or want information that is kept in a black box.
Are you able to point me toward the source(s) of the information you use to answer Jean's question or must I look for a tax accountant.
Thank you for any assistance,
Brian
Regarding the question asked by Jean on June 27 about charities and RRSPs I have been searching for general tax information at death on my RIF as well as specific information as it applies to beneficiaries and charities and have come up empty handed. I have tried the CRA by phone and website as well as my financial institution. I seem to be asking the wrong questions or want information that is kept in a black box.
Are you able to point me toward the source(s) of the information you use to answer Jean's question or must I look for a tax accountant.
Thank you for any assistance,
Brian
Q: Hi, I think I know all the positives for this company but based on the valuation would you buying right now? How does the current valuation stack up to it’s historical? Or those of their “peers”. I know a long term investor shouldn’t time things, and I hear that sage voice saying buy when others are fearful, it’s just hard for me to pull the trigger (I think I’m one of the fearful ones)
Thanks for your advice.
Thanks for your advice.
Q: I'm watching IFP rally the last two or so days on heavy volumes. I don't see any news. Do you have any insight into this movement? What is your opinion on this stock for the next year or so?
Thanks for this opportunity to ask questions; it is a wonderful service!
Thanks for this opportunity to ask questions; it is a wonderful service!
Q: Hi Guys,
What's your prediction on the U.s. dollar for the next 3 months.
Thanks
Jim
What's your prediction on the U.s. dollar for the next 3 months.
Thanks
Jim
Q: there is a very interesting article on terravest in todays globe, compares it to shawcor which is a large holding-- i like that space. the article says terravest is way undervalued with great margins. what do you think. dave
Q: The share price has been drifting down since early 2022 and is now just above a 2.5 year low. Sales growth has been ok but EPS has been drifting down. I bought it around $50 and am becoming impatient with it. Is there another stock in the same industry you would recommend as a substitute?
Q: What are your 2 favorite and well priced large cap US stocks that will benefit from the AI movement? Thank you
- Adobe Inc. (ADBE)
- Amazon.com Inc. (AMZN)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- Intuitive Surgical Inc. (ISRG)
- Microsoft Corporation (MSFT)
- Booking Holdings Inc. (BKNG)
- PayPal Holdings Inc. (PYPL)
- Edwards Lifesciences Corporation (EW)
- Celsius Holdings Inc. (CELH)
Q: Could you give me your recommendations for the 10 best US medium or large cap companies that pay small or no dividends?
Q: Is it a good time to buy carnival. It's being going up and bringing in big profits.
Q: If they announced earnings can you please review.
Sheldon
Sheldon