Q: Some of the metrics for Caledonia Mining (CMCL) seem favourable. I’d appreciate your opinion of this company, including its dividend. Thanks.
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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: Hi team,
ON holdings has gone parabolic lately, most recently on good earnings release. Is this move justified or is valuation sky high now for a fashion company? Would you prefer crox to this name or is there a compelling long term story here to ON? Could you also compare Atz to this name too? Atz looks like the cheapest name of the three mentioned with high growth as well. I rarely hear this name talked about. Your comments are appreciated . Thanks
Shane
ON holdings has gone parabolic lately, most recently on good earnings release. Is this move justified or is valuation sky high now for a fashion company? Would you prefer crox to this name or is there a compelling long term story here to ON? Could you also compare Atz to this name too? Atz looks like the cheapest name of the three mentioned with high growth as well. I rarely hear this name talked about. Your comments are appreciated . Thanks
Shane
Q: Everyone, as the press release this morning indicates Alibaba will be splitting into six companies. The news will have a short term bounce for the stock but does it have a long term benefit? If it has a long term benefit what is the increase in the returns due to the split. This same strategy could be used for any company so if there is a long term benefit why does all other companies not prefer to split to generate benefits for their shareholders. Clayton
Q: From the recent news , what do you believe will happen with the shares of alibaba ? Should we hold the shares and wait for further news ? Thanks
Q: How do you think Deutsche Bank? Is it still safe to hold some shares of it now? Will it follow the footsteps of Credit Suisse to fail and break shareholders? Please share your professional view. Thanks.
Q: Thoughts on XDG?
Q: I would appreciate your comments on AKE, an Australian lithium producer that trades on the TSE. It earns $1.05/year and has PE of 9.19. Revenue is growing rapidly and margin is 40%. Revenue is forecast to grow 16%/year. The Globe did a screen yesterday that showed the company 74% undervalued. Sounds too good to be true.
Q: With all the turmoil at Credit Suisse Group is there an argument to buy at this low price. Is it an opportunity? or a trap?
Q: Peter,
Recently I believe you referred to Credit Suisse as being a “basket case” for some time. How would a layman pick up on this type of thing. Please expand.
Thank you
Paul
Recently I believe you referred to Credit Suisse as being a “basket case” for some time. How would a layman pick up on this type of thing. Please expand.
Thank you
Paul
Q: Mercedes Benz. Excellent yield , and low price/earnings ratio.
Thoughts?
Philip
Thoughts?
Philip
Q: Please comments on Zim, is dividend sustainable and would you buy at the current price? Many thanks
Q: Any idea what is expected for NPK earnings on March22, their expected reporting date. Is there any news that would spur on earnings or reduce them?
Thanks,
Dave
Thanks,
Dave
Q: Hi,
Your comments on Stone's just published results ?
Thanks
Your comments on Stone's just published results ?
Thanks
Q: Peter; Could you update your thoughts on MDLZ ? Thanks.
Rod
Rod
Q: Hi, what do you think of these names to take advantage of the pullback in the financial sector due to the SVB bust? Or would you just stick with JPM and BAC? I realize that not all these banks are exactly comparable. Thanks,
Jason
Jason
Q: What do you think of investing in this company at the current time? The national post ran an article today about the weight loss benefits of Ozempic. And to maintain the weight loss, one needs to take it for life. Do you think this opportunity has already been priced into the stock? Appreciate your thoughts. Thanks
Q: Please provide an update on Equinor ASA and some comment of their recent moves acquiring more north sea oil exposure. I believe they also expanded holdings near Newfoundland.
Thank you, Doug
Thank you, Doug
Q: INDA has been week. I've always thought I should get some exposure to India but never have. Why has it been weak? Do you think the India growth thesis is still intact? What do you think about INDA as a way to play India growth at the present time?
Q: I have been sorting my portfolio now I have transitioned from an advisor managed portfolio to one I manage myself. This stock is less than 1% of my portfolio. I bought it, sold not long into the pandemic and purchased some last year. The decision I have is do I add to this near these levels or drop it and focus on growing a position in another industrial stock in the portfolio (CN (thinking of switching to CP), CJT, EFN, WTE, WSP, XYL). For me geographic diversity is currently 90/10 Canadian in this sector.
Q: Comments please on RIO earnings and outlook.
Chris M.
Chris M.