Q: Well Health had a nice bounce today. Looks like the market liked their results. Would appreciate your thoughts and is now a good time to start a position.?
Volume was also high at 2.9M. Would this indicate institutional investors are buying?
Thanks
John
I have been a longtime holder of Absolute and am always a bit perplexed by the big swings in share price (often with no new news). They just released their latest earning report and the stock is down 15%. Your thoughts on earning? Was it that bad? Do you see this stock as reaching it's recent highs in the next two years?
Q: Wanting to top up my GSY holding. Do you believe tax loss selling will drive the price lower as we reach the end of the year? (I feel I may have missed the boat as its gone up 10% in the last couple of weeks.) Thanks.
Q: I was under the impression that GSY was very impacted by rate hikes. Can you tell me why that is though, I didn't think they had that much debt that would carry higher rates. Or does it somehow impact their clients, which impacts them? If they are charging high interest rates already to their clients, what changes if interest rates are raised? Thx for the help.
Q: Trading near 52wk lows. I read your report and am quite enamored.
Currently P/E around 5, yet management is expecting CAGR of 15% if I understand correctly ?
Market is pricing interest rate hikes and real estate slowdown, but is this not a compelling buy right now ? If not, what would be your better alternatives ?
Q: I have some money available in my RIF and I would like to add to ADT and AW.UN
I like ADT for Upside and AW.UN for the dividend and possible upside. Would you prefer one over the other and why?
Q: Thanks for your thoughts on CSU. As a follow up, are you concerned about 30X cash flow for 2022? Q3 cash flow was $897 million, add an estimate for Q4, and you get $1.3 billion for the year. Market cap of $38.9 billion gets you 30X CF. Too high in this market?
My TFSA is made up of CSU (33%), TRI (22), VGT (17), DSG (14), GSY (14).
CSU is the core position (thank you for that recommendation) and will not be added to at this time.
With current available cash and the upcoming 2023 contribution which 2 companies out of TRI, VGT, GSY and DSG would you add to for the best growth scenario?
Thanks for all your sage advise over the years. My first 6 years of retirement have been financially successful and the dividend and share growth has been stellar. Again a big thank you to 5i!