Q: In a recent comment on SAP the Debt was characterized as “pretty high” and a “concern”. Could you please quantify? The Net Debt / EBITDA looks to be around 2.0x which could be viewed as quite normal or even “good”. Perhaps the fact that the company has failed to grow despite carrying some Debt is the issue?
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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: Your thoughts regarding last report and going forward. Thanks.
Q: Blackwell Weighing On Margins
Chief Financial Officer Colette Kress said Nvidia's adjusted gross margin is expected to be 71% in the current quarter. And it will be in the "low 70s" as Nvidia ramps Blackwell production.
"We expect a significant ramp of Blackwell in the first quarter," she said.
Nvidia's gross margins should return to the mid-70s later in the current fiscal year, she said.
In your professional opinion, how likely is this return to mid 70s margins?
Thanks very much
Chief Financial Officer Colette Kress said Nvidia's adjusted gross margin is expected to be 71% in the current quarter. And it will be in the "low 70s" as Nvidia ramps Blackwell production.
"We expect a significant ramp of Blackwell in the first quarter," she said.
Nvidia's gross margins should return to the mid-70s later in the current fiscal year, she said.
In your professional opinion, how likely is this return to mid 70s margins?
Thanks very much
Q: Hello, with the recent pullback I am thinking about opening up a position in NA, but, I have money in my US brokerage account, it is only available OTC. Do you see any risks with using the OTC network ?
Q: Any thoughts on the quarter?
Q: Hello Team,
Could you please rank these three stocks for total return, capital appreciation and dividends, over the next two to three years and why.
Thank You,
Barry
Could you please rank these three stocks for total return, capital appreciation and dividends, over the next two to three years and why.
Thank You,
Barry
Q: Looking for a place to park a large part (500k) of a 90 year olds networth not wanting any income but hopefully a capitol gain even or better with the rate of inflation at the time of selling.
Q: On Feb 3, 2025 you answered a question from Doug regarding which companies would be affected most by tariffs. Could you expand on your answer and offer which of those would be most likely to be able survive a protracted dispute; and if it is not too much trouble your buy targets for any of these that you deem worthy of purchasing?
Q: Good afternoon. I have $20K in an unregistered US account to invest in an ETF that would track either European or
Orient dividend growers. What would you recommend,? I could split it to accommodate both jurisdictions if you think it's prudent. Thanks David
Orient dividend growers. What would you recommend,? I could split it to accommodate both jurisdictions if you think it's prudent. Thanks David
Q: Hello 5i
Could I have your current assessment of Jabil please? Have the management issues been resolved ? How is their outlook?
Thank you
Dave
Could I have your current assessment of Jabil please? Have the management issues been resolved ? How is their outlook?
Thank you
Dave
Q: Do think there is much credibility behind the rumour of a share buyout?
Your take on this would be appreciated. Many thanks.
Your take on this would be appreciated. Many thanks.
Q: I'm thinking to take a small position in this company for some extra exposure to gold, I already hold AEM and a few others. The yield looks attractive also which is key as I'm an income investor. What is the payout ratio? What do you think of it for a 3-5 year hold?
Q: Good afternoon,
I know they are two very different companies, but if you had to pick one for a 2-3 year time horizon, would you go with BN or GOOG.
Thanks as always.
I know they are two very different companies, but if you had to pick one for a 2-3 year time horizon, would you go with BN or GOOG.
Thanks as always.
Q: Is the interest/dividend paid by this ETF subject to US withholding tax if held in a Canadian RRIF account?
Thanks, Tim.
Thanks, Tim.
Q: Thinking about starting a position in ZWE for exposure to Europe. Your thoughts on timing and the fund would be appreciated.
Thanks Steve
Thanks Steve
Q: Hi, I want to park some USD in a US bond ETF that is super safe. Right now I have it in RBC RBF2014 and it is getting 3.9%. If I could get a better rate and it is really safe could you recommend something better?
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Manulife Financial Corporation (MFC)
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH)
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Power Corporation of Canada Subordinate Voting Shares (POW)
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ATCO Ltd. Class I Non-voting Shares (ACO.X)
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Whitecap Resources Inc. (WCP)
Q: Can you please rate the above 5 companies on a 1-10 scale; 10 being the highest rating. I am want to hold long-term, mostly for income and some growth. Is the debt level of any of these companies a concern?
Thanks!
Thanks!
Q: What are your thoughts on this stock at these levels?
Q: This morning news--A new industry whitepaper--prompted a 14.29% rally from a day low of 0.62 to 0.72. on big volume of 250.3k exceeding av.71k. A good year with 0.90H and .28L.Please comment.Buy,Hold or Sell.Txs for u usual great services & views
Q: 1 is the 8% dividend currently safe.
2. What has bumped the stock in the last week?
3. I think I may wait for another pullback but I think you are favorable as a buyer for this asset.
Thanks
2. What has bumped the stock in the last week?
3. I think I may wait for another pullback but I think you are favorable as a buyer for this asset.
Thanks