Q: I really like AER and the (near) monopoly that they hold in their space. With interest rates set to rise though, do you see this negatively affecting their balance sheet and thus stock performance over the next 5 years? Thank you
Q: Can you please explain your enthusiasm for ROKU? Every time I think of following your advice and buying I can’t help wondering how long it will be before Google and Amazon and the TV manufacturers squeeze ROKU out. I see it similarly to my reluctance to buy into Bombardier when hey were trying to manufacture jets…it seemed like only a matter of time before “the big boys” (Boeing and Airbus) squeezed them out of the business. And they did.
Q: Hznp multiples seem reasonable. Is the big share price due to concerns over a big facilities expansion in a new geography (capex)? What's you take please?
Q: Given the disappointing earnings and the subsequent drop in share price would C currently provide a opportunistic entry point for total return?
With appreciation.
Ed
Q: I have full positions in banks: Scotia, TD, and a US bank, European bank and South American bank. They all pay generous dividends, and are doing well.
I worry about fintechs ultimately eroding their strengths. Can you recommend an ETF focussed on fintechs?
Q: I would appreciate your opinion on your best picks US and Canada as a COVID recovery play for midium term in today's market. Thank you for your great service!
I currently hold FSLY in my RRSP (3%) and Non-reg (5%) accounts. My average holding cost is approx. $65. I have only been a DIY investor for approx 2yrs and I purchased this stock with the intention to hold 5-8 years.
I would appreciate your opinion on FSLY at this point in time in terms of Risk/Reward and whether my funds would be better deployed elsewhere.
I am beginning to question my original thesis on the company due to high debt ratio and the possibility of bigger market players targeting FSLY should they continue to succeed on a larger scale. The past/future volatility in the stock price does not concern me as much.
Q: A couple of showdowns for you — which of the following would you pick today for a 5-year hold with an eye toward growth?
- RDFN vs. EXPI
- UPST vs. ARFM
Q: Hi - it's been a while since I've seen comments on SHW so wanted to know your current thoughts as it approaches its earnings release in a couple of weeks. Does it seem to be a bit pricey based on it's historical valuations? Do you have any concerns about this qtr and their possible upcoming commentary? Is it a price taker or setter. Bottom line...any concerns in near term and especially since market seems to be in mode for beating down high multiple stocks. Thanks as always
Q: I have always been hesitant to invest in the auto industry for various reasons but I am thinking with all the shortages of new cars which will continue for quite some time that perhaps now might be a good time to invest. Would you agree with this line of thinking and would it be better to invest in the car manufacturers or the parts makers like Magna?
Q: A concentrated selling of stocks in this fund could lead to a another liquidity squeeze in the general market place...is another liquidity squeeze possible in the next six months ?
Q: Hi 5i,
Would you please provide two of your preferred stocks : One CAD one US, for a high risk high growth for the next 2/3 years. Any sector.
Thank you!
Q: What is your outlook for KLA ? With a PE of 24 times in a growth sector would this be a strong buy or are there other companies you would prefer? Thanks for your analysis.