Q: Can you give me your thoughts on CIBR. Thankyou.
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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: Was interested in your view on TEXAS PACIFIC LAND TRUST. Looks like a boring play that keeps grinding higher year after year. They seem to have a unique situation with their land holdings.
Q: Nvidia is one of your favorite US stocks. Yet it is almost 51x forward earnings. I own some but am hesitant about taking a full position in case the stock suddenly crashes back to earth. Is it really worth so much higher a value than AVGO, which is only at 15x forward earnings?
Q: Good morning 5i. Looking for 2 solid industrial plays preferably in U.S. but would consider Canada as well. What recommendations can you make for good growth 2-3 years time frame.
Thx/Rob
Thx/Rob
Q: I have a well diversified (thanks to you) portfolio of Cdn and US equities. I have a long term horizon, am comfortable with risk and do not need income (although its always a bonus). I have been sitting on some US cash equivalent to half a position and wondering
1) am I best to be patient and hold the small amount of cash
2) or fully invest it and if so, what you would be on your "shopping list" today for US stocks with greatest upside potential.
Many thanks
Scott
1) am I best to be patient and hold the small amount of cash
2) or fully invest it and if so, what you would be on your "shopping list" today for US stocks with greatest upside potential.
Many thanks
Scott
Q: Hello If I where to buy 3 stocks for my grandson to hold for 10 years what would be your suggestions. Would Amazon be one?
Q: Dear Team,
It appears that biotech companies receive increasingly more attention again. How would you rate above companies and their growth potential over the next two years.
Thank you, as always!
It appears that biotech companies receive increasingly more attention again. How would you rate above companies and their growth potential over the next two years.
Thank you, as always!
Q: Good day team,
Could you please give me your analysis on Ebix Inc.? Is this a good buying opportunity for a long term hold?
Thank you,
Marco
Could you please give me your analysis on Ebix Inc.? Is this a good buying opportunity for a long term hold?
Thank you,
Marco
Q: Gentlemen, any opinions on this US regional bank? The metrics look pretty impressive.
Q: I have room for one more Teck stock in my portfolio. Would you recommend Open Text or Microsoft and your comments please. Brian
Q: I hold the following ETF’s in a Non-Registered account. It is sort of a general purpose portfolio with a bit of emphasis on the health care sector (just because I think it is coming due). My question is with additional cash to add should I look for another ETF or add to the existing ones? I guess I am saying do I need more diversification or is there another particular sector I could emphasize?
Canada
iShares S&P/TSX 60 Index Fund
US
Vanguard US Total Mkt Ind ETF
AdvisorShares Focused Equity
Europe
Vangrd FTSE Dev Europe All Cap
Health Care
BMO EqWt US HthCare Hedged CAD
iShares Global Healthcare ETF
Emerging Markets
BMO India Equity Index ETF
Fairfax India Holdings
Fairfax Africa Holdings
Canada
iShares S&P/TSX 60 Index Fund
US
Vanguard US Total Mkt Ind ETF
AdvisorShares Focused Equity
Europe
Vangrd FTSE Dev Europe All Cap
Health Care
BMO EqWt US HthCare Hedged CAD
iShares Global Healthcare ETF
Emerging Markets
BMO India Equity Index ETF
Fairfax India Holdings
Fairfax Africa Holdings
Q: KED P/E 2.2X, P/B 0.8X EPS $7.70 Div. 9.26% Debt/Capital 30.6% ROE 43% yet the share price keeps falling ? Why doesn't the market like this company, I think, fundamentally it s/b be closer to $30/share rather than the current $17.28. Please help me understand, would you think its a screaming buy ?
Q: Hi Peter
can you revisit this company . Is it a buy at this point ?
can you revisit this company . Is it a buy at this point ?
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Amazon.com Inc. (AMZN $229.67)
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Walgreens Boots Alliance Inc. (WBA)
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CVS Health Corporation (CVS $78.47)
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Home Depot Inc. (The) (HD $351.07)
Q: I currently hold CVS and am down 21%. In a response today to a question about WBA, you indicate that a switch from WBA to HD would be okay given the structural change being brought about by AMZN on the purchase of Whole Foods. While the person asking the question had a good gain on WBA, would your response be the same for my position in CVS?......thanks....Tom
Q: I have a reasonable gain of about 35% on this stock. However the pending acquisition of Whole Foods by Amazon has hit many retailers short term. I am pretty good at holding stocks through "noise" but I am considering taking profits here and moving on, in particular to Home Depot or Wyndham Worldwide. May I have your thoughts on this possible move. Thank you. Bill
Q: Hi 5i
Impinj Inc. rose 19% on Friday. I can't find any news on it that would cause it to move this much. What do your sources say?
Thanks, Gerry
Impinj Inc. rose 19% on Friday. I can't find any news on it that would cause it to move this much. What do your sources say?
Thanks, Gerry
Q: I don't currently have a stake in the US technology industry, and am thinking of using the recent pullback as a good entry point. What do you think of the US tech sector for a long-term hold? Could you comment on using XQQ to meet this objective and an appropriate percentage allocation? Are there any other TSX/CDN$ ETFs with large holdings in US tech that you would recommend instead?
Thank-you
Thank-you
Q: Hello Your A rating and recent report on Cineplex using the word "Monopoly" got me interested in the Sector. Would purchasing shares in AMC Entertainment be worse, equal to, or better than buying Cineplex given the lower valuation of AMC and scale that AMC has? ceteris paribus on the dividends and exchange risk aside. Thanks very much
Q: What are your impressions of the AMZN purchase of Whole Foods?
Q: Can you commented on the latest quarter. Results looked reasonable to me but we had a bit of a sell off - is this just sell on news activity.
Thanks as always.
Thanks as always.