Q: Thank you for the information on CloudMD, I accidently had it flagged as private, my follow-up question is, I was interested in the company due to the remote health services and digitizing the medical sector, I did well with a company in the past in this space but it was bought out and looking for another. I know Telus is in this space but very small compared to it's other business. Any suggestions?
Looking to diversify our portfolios
Longterm hold.
Wanting to add a real estate position(s)
Obviously we could go up or down due to covid and a rougher than expected recovery.
Looking for advice on which to do first.
ETF, such as above OR pure play such as CAR.UN?
Which is a huge portion of XRE anyways.
*your top rec's in this sector would be greatly appreciated as well.
Understanding the risks and dynamics our thought was adding an attractive pure play at lower valuation and then the reit assuming it may be depressed for a longer time period.
Looking forward to your advice and thank you for the great stuff here! The info is tremendous.
Hope you all continue to be safe! Question is on Aritzia's earnings and the market reaction. They seem to have done quite well and same store sales growth looks pretty strong. I initiated the position with the BE portfolio recently but didn't buy all the stock I was supposed to and was looking at adding the rest following the earnings realease.
Q: Stagflation is beginning to be mentioned as a medium term possibility. What sector(s) provide best protection against this and could see growth? Can you recommend an ETF or two (if a handful of individual companies would be better, please recommend a couple instead). Thank you in advance.
Q: Further to Harrys question on CIPF insurance with brokerage firm. We have 3 acccounts one joint and one in my name and one in spouses name, (1 cash acct, and two TFSA's) Does the one million apply to each account or for all 3 combined.?
I really appreciate your help at all times
Q: Hello. Looking to allocate some more capital to health care. What are your top 3 growth stock recommendations in US health care. Already own ILMN, BIIB, and MDT. Need some small to mid cap names that have good 5-10 year runways!
Q: INTERRENT REIT HAD AN OFFERING RECENTLY. WHAT WAS THE PRICE AND IS OR WAS IT AVAILABLE TO THE PUBIC OR JUST PRIVATE INSTITUTIONS? CASH FROM THE OFFERINGS, WAS IT A GOOD THING OR NOT? WHAT IS THE REAL ESTATE THEY WOULD BE BUYING WITH THE CASH/
Q: Hello Peter,
If you were starting a new account with 100k and wanted to build a somewhat balanced portfolio of 10 US equities, with a 10 year timeframe, which 10 would you currently choose, including considering current price?
Q: Hi 5i,
Macys recently announced an offering of $1.3b senior secured notes and judging from share price spike the markets seem to like something about it.
Can you tell me why this happened and if this stock is investable with potential at current price, for a 2 year time horizon. Why/why not?
Q: Market didn’t seem to like their recent earnings report, I thought they weren’t so bad. With the rise in streaming services and customers for their products, what are your thoughts on the company’s prospects?
Q: Peter, my wife is interested in enhancing her annual returns while staying relatively conservative. She already has a balanced stock portfolio and for new funds she is considering mortgages. Can you suggest any publicly-traded mortgage investment companies with a good track record and reputation?
Q: Thank you for the great service you provide.
I would like to increased my industry sector holdings. I presently have TRI, BBU.UN,HON, (full position of CNR and CPR combined), FTT,
STN and NFI ( in the portfolio analysis summary NFI is listed as consumer spending cyclical. Should it not be listed as industrial? )
Goal is growth and income. 2 to 3 year hold.
Are there any you would sell?
Are there any you would add to?
Need to increase US funds as well.
Thanks so much.