Q: Good day all. In view of the -35% my ATZ is providing me currently in an unregistered account, what would you suggest as a good proxy should I choose to bank the loss for a later repurchase (after 30 days or later) ? (I already own DOO.) Thank you.
Q: I have a 5% position in cash, and am looking at the above three positions for medium term growth (1-3 years). I understand that these have different risk factors, but taking risk out of the equation, would you split the position, and if so, how. Thanks!
Q: The S&P is now 25% above the low of October. Based on the statistics from previous recoveries ( you had an interesting report on these, which I can't find) where are we (likely) now? Near top of recovery phase or with significant room to run?? Thanks Jim
Here are three Nasdaq stocks on which it seem you have never commented: Biomea Fusion (bmea-q) and MoonLake Immunotherapeutics (mltx-q), two healthcare stocks and Symbotic (sym-q) an ai stock. Also, a Canadian energy stock which had a nice progression in the last 3 years: Arrow Exploration (axl-t).
Grateful for your view on these. Do any look promising from a growth point of view ? Enough to buy now ?
I'm considering selling some of my GSY or Telus for a new investment in EQB. Wondering if I can get your thoughts to determine if this move would make sense, and of the two, would you sell some GSY of Telus? Thanks. Brad
Q: Hello Peter,
In order of preference, which ones would you prefer to buy first: shop, nvei or pypl and what would be the reasoning? Any comments on CSU's acquisition of Optimal blue business.. thanks very much
Q: AC has made some good progress recently . At present , the price is 24.78. I'm still below my cost of 25.30.Air lines in general seem to be making good profits. I would like to sell around $30.00. It will probably go higher. Have you any comments ? Thanks
Q: Please provide an analysis of their latest quarter. In your recent article on companies with FCF yield greater than 5%, you included STLC. Is this a company that you would invest in? How would you assess their potential for 2023 and 2024?
Q: How would you rank these three companies from an overall return stand point considering their market caps? What is expected in growth in balance of 2023 and 2024? How did they do in their last quarterly report? Would you recommend purchasing them at their current price?
I'm looking to sell the following 12 stocks in my cash account to crystallize some losses in anticipation of better buying opportunities in the fall: BNTX, CAE, CHTR, CIEN, CJT, CTS, DIS, FNF, GNRC, HAS, TEAM, and YETI.
For each of these stocks, could you please indicate: HOLD; SELL; or SELL + RE-BUY (with suggested proxy).
Feel free to deduct as many credits as you see fit.
Q: Hi 5 i Team - I hold some PBH but am considering switching to QSR since it appears to have more opportunities for stock growth, at least in the next couple of years. Do you have a preference between the two at this point based on fundamentals, management and overall outlook. Thanks.
Q: Seems there's a possibility the market might be headed for a bit of a pull back. If this scenario plays out I'm thinking companies flush with cash may do better than others. What Canadian companies that have a lot of cash do you think have the best chance of doing relatively well in a market correction?
Q: Are the strikes going to boost or lower Nutrien’s stock price in the short/term-long term…trying to get my head around he supply/demand logistics. Thank you.
Q: All three stocks have been setting higher highs and higher lows since mid April. Have you heard any news on why these three stocks are having a positive uptrend recently? All three have crossed the 50 and 200 day moving averages. Clayton
My question is general. Recently I came across an article on Bond-reform proposal by Federal Government. In which it was mentioned by a group of institutional investors that this means higher interest rates for companies, provincial governments and other bodies that issue bonds. If that is right then will not mortgage cost for the home owners will go up?
I will appreciate if you could give some info on this money lending cycle.