Investment Q&A

Q: UNH appears to be in something of a no-man’s-land for the next year or two. An RBC DS report on January 21 says “intermediate-term recovery seems already priced in ” which suggests limited near-term upside. Disagree? I don't mean to prejudice your answer, but FYI CFRA also seems unimpressed with UNH’s prospects.
I’d appreciate your view on:
• Do you agree that UNH offers limited upside over the next 12–24 months, or do you see catalysts the market is missing?
• Have large loss which is not usable for tax. Would that factor into your hold vs. exit decision?
• If you believe UNH is still worth holding, please outline your rationale.

What do you show for current , updated forward P/E, PEG, and debt levels?
• More broadly, do you think the current U.S. administration and regulatory stance will constrain UNH’s ability to grow, and is there any risk that the core business model is now structurally impaired?
Many thanks! :ao:

Q: Looks to be substantial insider buying at Telus in the last 3 months as well as a company buybacks.Can you please confirm this as my source is canadian insisider.

Q: How can we read Peter's information in the magazine, the last one, and the future?

Q: Greetings,

From what I can gather (simplywallstreet) the last noted insider purchase was in June of last year at $160.

The price today is about $128 and the 52 week low was $117 and no sign, as of yet of recent insider buys.

1) Previously happy to pay $160 but no longer happy to pay $128? Can anything be made of this and what is your rational for continued optimism?

2) What would be your recommended entry price?

3) If I had 100 units of cash then how would you ratio the purchase of PRL?

All the best,
A

Q: NVA TSX/CA Nuvista Energy Ltd

Sell now?

What do the owners of NVA get if just waiting for the deal to go through?

Thank you.

Q: If you were to purchase today only one stock and one ETF to broadly capture the AI sector what would they be?
Thank you

Q: I notice for so many stocks that there is a huge increase in trading volume in the last 5 days or so of every third month. South Bow is a nice example. It trades about a million shares or less daily for most of the time then trades 3 to 5 million shares daily for the last 5 to 7 trading days in the months of March, June, September, December.. The pattern repeats every quarter.
Could you please explain this pattern for me.
Thank you Paul K.

Q: Would you consider TSAT a hold through it's current situation? Or if you would prefer to sell, do you have a suggested replacement?

Q: Dug this small cap about a month ago and se only one question from 3 years ago!
What is your analysis of these guys and would you put a small % investment into this one?
Thanx as always
Gary

Q: 1)Your thoughts on ASGI and would you buy it today?
2)DBC and PICK: Which do you prefer and would you buy them today?
Thank you

Q: Can I have your assessment of the viability of this company?

Q: I have never received a vote on this offer. I trade out of TD Waterhouse. The Nuvista shares I own are in my Margin Account.
What are your comments about this takeover as it seems to me that the Nuvista shares are undervalued at $18.00 as shown by the increase in Ovintiv shares. Regards Gord

Q: Am I subjecting myself to a 15% US witholding tax on the (minuscule) dividend by holding this ETF in my TFSA?

Q: Fiserve: nothing turns up for this company when I search on your market data page. Please see if the info is actually available.

And more for you...what is your opinion on FISV? It seems to be about 25% of its share price a year ago. Recent news stories show some promise. It reports in the next few weeks. What is expected? Would you jump in before it reports? Do you see a good chance for the share price to have a strong bounce? Or will it continue to flounder due to its past problems?

Many thanks for your excellent service

Q: Could I please have your opinion of ONDS , do you have conviction on this company in the medium term? How would you rank it with PNG, NBIS, CLS

Q: goro has been targeted for a take over, how do you feel about the "price" that they are being offered. I has hoping to hold on to the shares since the price of gold is going crazy, thinking of selling because my cost is $.30.... got lucky because there was talk about them going under, but they did get some financing.

Thanks

Q: Very good article about how topicus approach AI in their day to day projects … data and customers is the key :
https://topicus.nl/en/news-and-knowledge/from-systems-of-record-to-systems-of-action-the-new-reality-of-ai?sector=education

Q: I have held South Bow since its' early days, so have collected the nice dividend for almost 1.5 years, and also have some modest capital gains. It is basically a one-trick pony and seems bit weak lately and may be facing some perceived problems in the US. I am considering selling it and replacing it with Enbridge. Some questions:
1) do you see any problems with SOBO in general, and in particular with respect to Venezuela/US administration?
2) what is the payout percentage for both SOBO and ENB
3) what is the status of Enbridge line 5, what is the percentage of their product and revenue relating to line 5, and what will they do if Gov. Whitmer eventually wins to close it?
4) if it was you - continue to hold SOBO or make the switch?

Note this is held in an RSP, so there are no tax implications from a sale.

Thank-you

Q: Can you please tell me who covers this company? I see it is hitting 52-week highs today , and today there was a large block trade of 2.1 million shares.

Q: What are your thoughts on ANNX? It seems to have very strong reviews and considerable momentum. Is it worth 3-5% in an otherwise biotech-free portfolio?
Thanks!