Q: What are your thoughts on today's acquisition of GhostPractice? The market response seems muted to the move. What are your thoughts on DND's 1-2 year outlook?
Q: Hi All At 5I!!
I have made a nice profit on MTL and am wondering if I should just take the money and run.....What are your thoughts on its near future and long term growth?
Cheers,
Tamara
Q: would like your thoughts on RJF as a value + growth story. It has been hit hard with the US financial melt down but is not a bank. Has a decent growth profile? , dividend and trades at a reasonable (cheap?) multiple.
Q: Most of the quarterly results are now out and there have been some >10% moves up or down. Some were justified and others were overreactions or possibly some profit taking. Based on that, what would be your 5 top buys for each of Canadian and US markets looking out 2-3 years?
Q: In the US healthcare space, I am looking for a value priced name with meaningful upside total return potential (3 to 5 years) ideally with some current yield. Am thinking ABBV but not sure if I should be looking at pure play pharmaceutical, equipment mfg or..? CVS already owned
Thoughts please on above or others, and thanks
Q: I wanted to gain some clarity on your answer to Terry indicating that the high dividend returns with these etf's are almost entirely return of capital. So if an investor holds these their yields would not be taxed as dividend income in a cash account but the cost base would diminish accordingly so that when sold the capital gain would be greater. But if a long term hold and if the yield continues to be return of capital then does the investor collect these yields effectively free of tax? Any other similar etf's with high yields that are largely return of capital? Am I missing something? Thank you for providing certainty on this.
Q: 9:04 AM 5/19/2023
Good Morning
Looking at the price graph for Decisive Dividend since 2014 the price essentially drifted until the Covid Crash. Then it started up steadily to the present.
What changed things in October 2020? Did the company restructure or get new management? Please explain.
We really like the company and they seem to be very good at acquiring and integrating successful family-owned smaller businesses.
Do you believe this is a strong long-term hold growth stock
Thank you.......... Paul W. K.
Q: Barron’s Andrew Bary wrote a very interesting commentary on this Baillie Gifford fund this weekend. What are your thoughts on its value, low cost, and investment diversification?
Q: Someone recently asked for a recommendation for some Consumer discretionary investments. You provided a couple of names, but not DOO. Has the shine come off for you? In any event, what is your current view? Buy, sell, or hold? And why?