Q: You have recently dropped coverage on this company due to several detrimental factors. Would you therefore sell this company and deploy the capital elsewhere? It’s a kind of rhetorical question which I want to ask. 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: A question on Telesat
What are your thoughts on the recent news and run up in this stock... I have always been interested in this and MDA and others in the space sector. Can you provide and updated view on Telesat considering the MDA contract and huge cost savings and specifically the TAM for the LEO satellites seems to be Massive.
Also what other companies would be classified as competitors specifically for Telesat's focus on non-consumer enterprise, government, aviation industries? Starlink is eventually going to offer those services but they focus on residential currently. Thanks!
What are your thoughts on the recent news and run up in this stock... I have always been interested in this and MDA and others in the space sector. Can you provide and updated view on Telesat considering the MDA contract and huge cost savings and specifically the TAM for the LEO satellites seems to be Massive.
Also what other companies would be classified as competitors specifically for Telesat's focus on non-consumer enterprise, government, aviation industries? Starlink is eventually going to offer those services but they focus on residential currently. Thanks!
Q: Hi
I'm confused with this one. 5I considers PLC an Income stock, yet it has a yield of less than 2%. It is a perennial acquirer which I think of as a rollup strategy. If you look at it's 5 year stock performance, it is not impressive having reached $40+ and then tumbling back to 23 which is where it was 5 years ago. Admittedly, it is in a sector that will always have market demand, but other than that, what is the attraction?
I'm confused with this one. 5I considers PLC an Income stock, yet it has a yield of less than 2%. It is a perennial acquirer which I think of as a rollup strategy. If you look at it's 5 year stock performance, it is not impressive having reached $40+ and then tumbling back to 23 which is where it was 5 years ago. Admittedly, it is in a sector that will always have market demand, but other than that, what is the attraction?
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BMO Mid-Term US IG Corporate Bond Index ETF (ZIC)
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Vanguard U.S. Aggregate Bond Index ETF (CAD-hedged) (VBU)
Q: In a bond portfolio, should one be diversified across regions such as Canada, US etc similar to an equity portfolio? Can you recommend a US bond that trades in CAD?
Q: Hello,
What do you think about Abcellera Biologics ? Is it a risky investment ? Is there any good chance to recover ?
Thanks
What do you think about Abcellera Biologics ? Is it a risky investment ? Is there any good chance to recover ?
Thanks
Q: given debt reduction is a target for this company what is the likelihood they would buy up their pref's on the open mrkt....would be at a significant discount to maturity value...do they need to file paperwork to buy the pref's in the mrkt and as far as you can tell has the paperwork been filed ?...are they buying in the market ?...many thanks
Q: Checking in again to get your thoughts on Sagicor. They just reported earnings and RBC just increased the PT to $8.00 (shares currently at $4.35). Do you agree with RBC that the shares are undervalued and what are your thoughts overall on SFC (I own it mostly for the nice 7% dividend).
Q: This service sounds very interesting, is there somewhere to go and learn more? The big question I have, can you link say your Questrade accounts so things are automatically input, and updated, or do you have to manually input your holdings?
Q: Hi,
Given the recent news on Telesat Lightspeed, what are your views on the company for a longer term hold (say 5 years or more)? Do you see further upside after the recent share price increase?
Thanks
Paul
Given the recent news on Telesat Lightspeed, what are your views on the company for a longer term hold (say 5 years or more)? Do you see further upside after the recent share price increase?
Thanks
Paul
Q: It's been over 6 months since there's been a question about Aimia. How do you feel about it's prospects now (buy/sell/hold)?
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Brookfield Infrastructure Partners L.P. (BIP.UN)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: If you had to own one Brookfield entity for total return which would it be? I hold BIP & BN, would it make sense to sell BIP and invest it in BN? What percentage of the subsidiaries does it own?
Q: Why has InMode fallen like a rock of late? basically given up all its gains since it great q2 results.
Thanks
Thanks
Q: Hello, it would seem that AXP has experienced a pullback and looks undervalued compared to its peers. Would you consider AXP a buy over MA and/or V ?
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Global X S&P 500 Index Corporate Class ETF (HXS)
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Vanguard S&P 500 Index ETF (VFV)
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Vanguard S&P 500 ETF (VOO)
Q: Good morning,
I'm looking at buying an ETF that tracks the S&P 500 for my TFSA account and am considering VFV.CA.
Withholding tax is a concern and given that VFV.CA holds US stocks, would there be a withholding tax on any of the dividends distributed and if so would you kindly recommend a few other similar ETFs that track the S&P 500 where the withholding tax is not a concern. Thank you.
I'm looking at buying an ETF that tracks the S&P 500 for my TFSA account and am considering VFV.CA.
Withholding tax is a concern and given that VFV.CA holds US stocks, would there be a withholding tax on any of the dividends distributed and if so would you kindly recommend a few other similar ETFs that track the S&P 500 where the withholding tax is not a concern. Thank you.
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Comcast Corporation Class A Common Stock (CMCSA)
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AT&T Inc. (T)
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Verizon Communications Inc. (VZ)
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T-Mobile US Inc. (TMUS)
Q: You last looked at this in 2022 and didn't sound very good. But the stock stopped going down in October and has been driving higher since then, especially over the last few months. Has something changed with Comcast's fortunes?
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iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ)
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Vanguard S&P 500 Index ETF (VFV)
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SPDR S&P 500 ETF Trust (SPY)
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INVESCO QQQ Trust (QQQ)
Q: For a non registered account which etfs would your recommend for broad US and for tech exposure and what max weighting would you recommend allocating to these 2 etfs? Would these 2 etfs be the best for US exposure for the TFSA also or would you suggest different ones?
Thanks for your help.
Victoria
Thanks for your help.
Victoria
Q: If you could only hold one company in the materials sector for long-term what would that company be?
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Apple Inc. (AAPL)
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Amazon.com Inc. (AMZN)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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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