Q: Back in June, you said that a dividend cut at AT&T was fully expected. The dividend is still at 7.6%, do you still think that there will be a dividend cut? 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: Hello,
I am wondering if you can weigh in on these two companies and make a case of which one (if either) are worthy of new money.
VTEX - recent IPO sitting just above IPO pricing. Sounds like a sort of baby Shopify with a Latin American focus and some major clients on board. Small market cap. Would you endorse this or stay away?
WRLD - Friday recommendation in another service and it sounds something like a small, US based version of GSY. It seems to be doing well and the stock price is reflecting that in recent months. Do you like or not and why?
I guess an overriding question would be if these small caps offer enough growth to justify not just putting money to work in SHOP (vs VTEX) or WRLD (vs GSY).
I am wondering if you can weigh in on these two companies and make a case of which one (if either) are worthy of new money.
VTEX - recent IPO sitting just above IPO pricing. Sounds like a sort of baby Shopify with a Latin American focus and some major clients on board. Small market cap. Would you endorse this or stay away?
WRLD - Friday recommendation in another service and it sounds something like a small, US based version of GSY. It seems to be doing well and the stock price is reflecting that in recent months. Do you like or not and why?
I guess an overriding question would be if these small caps offer enough growth to justify not just putting money to work in SHOP (vs VTEX) or WRLD (vs GSY).
Q: Can you please advise which stock you would side with today for roughly a 2-3 year hold? Both seem like great companies, but I worry about the valuation on crowdstrike; and the BNPL competition for affirm.
Thank you
Thank you
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BMO Short Corporate Bond Index ETF (ZCS)
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iShares Core Canadian Short Term Bond Index ETF (XSB)
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iShares TIPS Bond ETF (TIP)
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Schwab U.S. Tips ETF (SCHP)
Q: Which of QTIPS vs TIPS would you recommend given fees etc and how the US/CAD dollars would likely move in the event of longer term inflation? Any other bond investments that could provide better income and safety if 10-year yield continues to rise?
Q: Could you explain your thoughts about SPB,why is it not following energy's rise?
Would you be buying here?
Dividend safe?
Any numbers on Brookfield's share in SPB?
Is Brookfield buying more or selling lately?
You think another company would be a better choice and if so which one?
About GH,at what entry price would be a good buying point?
Would you be buying here?
Dividend safe?
Any numbers on Brookfield's share in SPB?
Is Brookfield buying more or selling lately?
You think another company would be a better choice and if so which one?
About GH,at what entry price would be a good buying point?
Q: Could you tell me when Apps reports next, what you expect earnings will be and outlook for the future. Thanks.
Q: What is your current opinion on Curiosity, looking for more recent thoughts last post march this year?
Q: Could I get your thoughts on SNN in terms of risk and potential for growth? its valuation seems good but I wonder if it might be a value trap.
thanks
thanks
Q: Crowdstrike seems to be very volitile as late. Almost every day the stock opens and falls about 5%, then spends the rest of the day recovering. I don't see too many other major companies with this type of trading profile. Your comments would be appreciated.
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Freeport-McMoRan Inc. (FCX)
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Mosaic Company (The) (MOS)
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Waste Management Inc. (WM)
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Canadian Natural Resources Limited (CNQ)
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WSP Global Inc. (WSP)
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Lundin Mining Corporation (LUN)
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Agnico Eagle Mines Limited (AEM)
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Stelco Holdings Inc. (STLC)
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Nutrien Ltd. (NTR)
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Reliance Inc. (RS)
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Trane Technologies plc (TT)
Q: What are your top Canadian and US investment ideas foe times of rising inflation?
Q: Can you please provide your top 3 US healthcare sector stocks. I'm looking for total return over the next few years.
Thanks for your sage advice.
Thanks for your sage advice.
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Lockheed Martin Corporation (LMT)
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Roper Technologies Inc. (ROP)
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Xylem Inc. New (XYL)
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Jacobs Solutions Inc. (J)
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Trane Technologies plc (TT)
Q: Hello, could you recommend a few US industrial names with a focus on income and a little growth.
Thanks!
Thanks!
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Knight Therapeutics Inc. (GUD)
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Profound Medical Corp. (PRN)
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iShares Biotechnology ETF (IBB)
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iShares U.S. Medical Devices ETF (IHI)
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Veeva Systems Inc. Class A (VEEV)
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Guardant Health Inc. (GH)
Q: I am considering sell GUD and buying IBB and/or IHI and/or VEEV and/or GH. Risk is not an issue and I am okay with US stocks as well as Canadian. Your comments would be appreciated.
Thanks for your service
Thanks for your service
Q: Moderna has dropped a lot this week. How do you see the valuation now? I am in it for as long as it has momentum promise. Does it still have room for growth in the coming year, or is it time to sell and move on? Thanks.
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Palo Alto Networks Inc. (PANW)
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Rapid7 Inc. (RPD)
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Evolve Cyber Security Index Fund (CYBR)
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CrowdStrike Holdings Inc. (CRWD)
Q: Peter,
Cyber security seems to be a bigger and bigger threat. Is it worth getting involved in this space? If so, is it covered by the big tech names such as Microsoft, Apple etc or is it worth looking at specific ETF such as CYBR? Are there any stocks names that are interesting?
Thank you,
Paul C
Cyber security seems to be a bigger and bigger threat. Is it worth getting involved in this space? If so, is it covered by the big tech names such as Microsoft, Apple etc or is it worth looking at specific ETF such as CYBR? Are there any stocks names that are interesting?
Thank you,
Paul C
Q: Hi!
Could you rank these 3 companies as far as valuation, growth going forward and safety? Amazon has been in a range for months, but it’s P/E still seems like it is higher than Googl. All 3 are important players in autonomous vehicles and where technology may be heading in the future.
Thanks,
Jason
Could you rank these 3 companies as far as valuation, growth going forward and safety? Amazon has been in a range for months, but it’s P/E still seems like it is higher than Googl. All 3 are important players in autonomous vehicles and where technology may be heading in the future.
Thanks,
Jason
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Roku Inc. (ROKU)
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Guardant Health Inc. (GH)
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MEDIFAST INC (MED)
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Ultra Clean Holdings Inc. (UCTT)
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CrowdStrike Holdings Inc. (CRWD)
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eXp World Holdings Inc. (EXPI)
Q: What would be your ranking of the above names today for a growth portfolio? Are there any you wouldn't currently view as a buy?
Thanks!
Thanks!
Q: What are your thoughts about Moderna today?
Thanks for your excellent advice over the years.
Judith
Thanks for your excellent advice over the years.
Judith
Q: Don’t you think the increase in the MRK stock price is excessive given that the benefits were shown in unvaccinated people which is a shrinking market because more and more people are vaccinated and that this MRK news release shouldn’t be a negative for Covid vaccine manufacturers like MRNA…isn’t MRNA a screaming buy now. Isn’t the market misunderstanding the news release?
Q: Hi Team,
Why is GH dropping like a stone today? GH has always been one of 5i's favourites, so
is it a hold, buy or sell now?
Cheers,
H
Why is GH dropping like a stone today? GH has always been one of 5i's favourites, so
is it a hold, buy or sell now?
Cheers,
H