Q: Do you think that DIS share price will be more sensitive to 1) Disney+ performance, 2) theme parks/cruises or 3) theatrical and linear TV businesses? There is likely still some re-opening upside for 2) but I suspect that they will find it difficult to continually achieve lofty expectations for 1), and I assume 3) will be under pressure as well. I'd appreciate your thoughts on holding DIS or selling. Thanks.
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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: I would like to get your thoughts on this REIT. Please provide comments on the quality of the company/assets, sustainability of the distribution, and prospects for growth. Do you see this as a decent long term hold for income and some growth?
Q: What is your take on the quarter? Is the company on a cash burn rate or generating free cashflow if you normalize or remove acquisitions? Thanks
Q: How would you play Shopify after results and pullback. I have quite a large recent position. 5 -10 year hold.
Q: Hi Team,
Further on SHOP. Do you feel the action today is excessive? It seems like they are being slapped for investing in their future. Has your medium/long term outlook changed?
Thanks
Further on SHOP. Do you feel the action today is excessive? It seems like they are being slapped for investing in their future. Has your medium/long term outlook changed?
Thanks
Q: This company has been on a fairly continual slide for a year now. I am just about break-even in a TFSA, I have had a bad habit in the past of being impatient and because room in the TFSA is limited I have sometimes sold things for the next shiny object and regretted the decision years later as the original holding finally takes off.
Analysts following the stock seem to still expect significant upside, what do you see in terms of potential and also risks?
Analysts following the stock seem to still expect significant upside, what do you see in terms of potential and also risks?
Q: Please comment on earnings. Would you add to this name?
Q: Can I get an up to date P/ E ratio for the S&P 500 ? Thank you,
David
David
Q: The Book Value sits at above $19.00 per share. The stock trades just above $12.00. Today FFH announced that it bought some shares from individuals @ 15.29 and issued a warnings about possible future share purchases. Management obviously has to find a way to unlock shareholder value. What is your take on the announcement today.
Q: whats a good stink bid for shop?
Thx
Thx
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JPMorgan Chase & Co. (JPM)
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Morgan Stanley (MS)
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Toronto-Dominion Bank (The) (TD)
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Bank of Nova Scotia (The) (BNS)
Q: Would you please rank your top 4 Banks for 3 year hold
Q: Hi Peter, Ryan, and Team,
I know you like GOOG, and am wondering if the following story is further reason to buy some/more, and perhaps a reason to lighten up on MSFT?
https://www.thurrott.com/mobile/chrome-os/262838/google-wants-to-turn-old-pcs-into-chromebooks-with-chrome-os-flex
Thanks as always for your insight.
I know you like GOOG, and am wondering if the following story is further reason to buy some/more, and perhaps a reason to lighten up on MSFT?
https://www.thurrott.com/mobile/chrome-os/262838/google-wants-to-turn-old-pcs-into-chromebooks-with-chrome-os-flex
Thanks as always for your insight.
Q: I hold SPOT and have been adding to my position on current weakness. Their earnings took a hit recently but they also acquired DigiGeoData which looks like a good move to me. They are profitable at this size and can scale quickly. I'm surprised that it continues to fall past the 70 cent mark and hit 64 cents today to make the p/e of 9x, p/book of 2 and price to sales under 8x. The fundamentals look great to me - am I missing something?
Q: Would you share your thoughts on their 1/4 please.
Thanks
Thanks
Q: Given the latest quarter report and the drop in share price, management still seems optimistic longer term. How do you see this company/stock over 5 years?
Thank you.
Mike
Thank you.
Mike
Q: Good morning... your thoughts on the RBLX quarter. Would you be buyers or sellers? Too much risk for this market?
thx. M
thx. M
Q: Methanex is on a bit of a run here. Given that it’s cyclical and natural gas costs are high (input cost), would this be a time to harvest gains and deploy elsewhere or does it have further room to run? Price hit $100 a few years back, if I recall correctly.
Q: Hi 5i,
Was looking to add to my half position of FTS and came across this news.... heading.....
"Veritas Downgrades Fortis to Sell from Buy, Keeps CA$57.50 Price Target."
Can you provide any insight on why they would consider FTS a sell and would you agree?
Would you be comfortable adding at this price for 2-3 yr hold or would you wait for maybe better entry point?
thx
Jim
Was looking to add to my half position of FTS and came across this news.... heading.....
"Veritas Downgrades Fortis to Sell from Buy, Keeps CA$57.50 Price Target."
Can you provide any insight on why they would consider FTS a sell and would you agree?
Would you be comfortable adding at this price for 2-3 yr hold or would you wait for maybe better entry point?
thx
Jim
Q: With the big drop in APPS today, do you find it attractive and recommend starting a position in it? Is the Google Sandbox Privacy news that significant to APPS?
Thanks for the amazing work you and your team does!
Thanks for the amazing work you and your team does!
Q: Thoughts on the latest quarter and future potential please. Give this some time or move on ?