Investment Q&A

Q: What is your comment for the earning report? Is the current price is good to buy in now?

Q: Please update your opinion on CRCL (last Q was Nov 4) based on today's price of $98. Quite a fall from the peak and JP Morgan among others have recently downgraded with targets in the $90's. I have been waiting for an entry point and would respectfully ask that you explain why it continues to fall, how low you think it could go based on news, fundamentals and technical support and what your strategy would be for building a full position. If you would wait, please outline a target price and what you would need to see to get involved. A cherry on top would be a two year price target, what needs to happen for that target to be achieved and a percentage chance of that happening.

Thank you very kindly for the excellent ongoing analysis.

Q: So further to Elmer‘s question from yesterday, can GSY pull itself out of the penalty box with great news in one quarter or is this pretty much a sit tight and wait for several quarters for reversal type story?

Q: I own all the various Brookfield entities on the US side of my TD Waterhouse accounts. I did this to ensure I receive the USD dividends without paying exchange fees to convert them to CDN. Recent Q&As have confused me:
- are there instances where the currency conversion still happens even though the stocks are held on the USD side?
- if so, how do I avoid that
- can you confirm what the current yield is for each Brookfield entity and if its paid in USD or CDN

Thanks

Q: Can you please comment on any concerns about this company as well as perhaps some positives, including some of the items below?

- its profitability during a potential recession.

- 2.7% earnings yield

- High Enterprise / EBITDA ratio

Thanks.

Q: Good morning,

With a 10 year time horizon and not overly concerned with yield, would you go with BIP or BN?

Thank you.

Q: Hi,

On November 6 I asked a question about these 2 companies. Your answer compared JPM instead.

Could you please resend with these 2?

Thanks much appreciated have a great weekend!

Q: Your thoughts on BAM.to quarterly release.Thanks.
Robert

Q: Good afternoon,
Very curious on your thoughts regarding Alaris' latest investment. Mostly preferreds at high rates, and some common. Sounds like a Berkshire-type of deal, with the preferreds playing such a large role. Seems out of the ordinary for them -- from my limited knowledge -- and does it de-risk the units somewhat, or add to the risk.
Thank you as always

Q: In regards to GSY's dividend. In your opinion do you think it is sustainable and they are unlikely to cut the dividend? Many thanks.

Q: Give me the deep dive on INTA.

Many thanks!

Q: Good Day .Down currently 20%. Would you consider selling for tax loss and buyback or is there another downer that is On sale for possible better alternative.Already have a disappointment going with PRL Thanks Larry

Q: Between IFC and SLF which one would you choose today?
Thanks

Q: Do you still like these two companies after earnings and see them as a buy on weakness and if so what is the main thing you like about them? If Bitcoin corrects a lot further how can this impact HOOD? Thank you!

Q: I believe IBKR came out with results on Oct 16; May I have your comments and your outlook for this issue please.

Q: Good morning, would you consider GSY and PRL a buy at this time or within the next week or so?
Given their 12 month out pricing and good reporting results the selling seems way over done here.
Thx,
Kevin

Q: When is a good time to buy both Bam & BN,and good entry prices? Thx for U ueual great services & views

Q: Hi Peter,

Where would you prioritize (weight too) these companies in terms of your portfolio holdings in the financial sector? Do the banks and Insurance companies provide better growth within the TFSA? Or for that matter, do they deserve to be in a TFSA portfolio?
If so, between the two which is the preferred one?
Regards
Rajiv

Q: Hi,

Happy to hear your thoughts on SLF earnings miss. Also - any ideas why the US market is dropping so hard today? Is this just a matter of filling the recent run away gaps with profit taking, or something more worrisome and longer term?
Thanks!
D

Q: What is your outlook for RY in terms of increased stock price for the next 5 years? Thank you!