Q: I own some of this at around 85 cents. I am shocked (but pleased) that this stock has really held up during this market carnage. Any change in sentiment from you folks? Any idea why it has such staying power?
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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: Larry Berman noted money market levels are approaching highs witnessed after the 2008 crash creating a backlog of buying power, but He also noted that only when that is combined with a vix of about 40 ( currently around 70) will the market give a sign it is likely to turn around. He cautioned any big rebounds now are not a sign the market is turning for the better, we need the vix to come down first. Does this seem logical?
Q: Dear Sirs,
What do you think of BMY at this time? Do you think it's too early to be buying these guys? I don't see anything they're doing regarding coronavirus treatment, so they may keep falling for awhile. They've done some good stuff recently: acquired Celgene (cancer) and Medarex (cancer) and have a leading drug partnered with Pfizer (prevention of blood clots caused by atrial fibrillation). They're down to about $49 from about $65 a month ago (like everyone). Thank you.
What do you think of BMY at this time? Do you think it's too early to be buying these guys? I don't see anything they're doing regarding coronavirus treatment, so they may keep falling for awhile. They've done some good stuff recently: acquired Celgene (cancer) and Medarex (cancer) and have a leading drug partnered with Pfizer (prevention of blood clots caused by atrial fibrillation). They're down to about $49 from about $65 a month ago (like everyone). Thank you.
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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Brookfield Property Partners L.P. (BPY.UN)
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Choice Properties Real Estate Investment Trust (CHP.UN)
Q: Hi Peter and Ryan,
Can you offer some insights on why BPY.UN is down much more than its peers such as CAR.UN and CHP.UN? Is it wise to replace BPY. UN with either CAR.UN or CHP.UN at this moment? Thanks,
Martin
Can you offer some insights on why BPY.UN is down much more than its peers such as CAR.UN and CHP.UN? Is it wise to replace BPY. UN with either CAR.UN or CHP.UN at this moment? Thanks,
Martin
Q: Hi, I already own ENB but wanted more exposure to mid stream companies. Can you please recommend a couple of your favorites? Thanks.
Q: Hi 5i Team,
Pls comment on Crowdstrike Holding’s earning and guidance. Do you like their future outlook?
Thank you for your professional advice.
Pls comment on Crowdstrike Holding’s earning and guidance. Do you like their future outlook?
Thank you for your professional advice.
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Toronto-Dominion Bank (The) (TD)
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Loblaw Companies Limited (L)
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Sun Life Financial Inc. (SLF)
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Constellation Software Inc. (CSU)
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Fortis Inc. (FTS)
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Metro Inc. (MRU)
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Brookfield Renewable Partners L.P. (BEP.UN)
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WSP Global Inc. (WSP)
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Algonquin Power & Utilities Corp. (AQN)
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CAE Inc. (CAE)
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Enghouse Systems Limited (ENGH)
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Kinaxis Inc. (KXS)
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Thomson Reuters Corporation (TRI)
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Premium Brands Holdings Corporation (PBH)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Savaria Corporation (SIS)
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Alimentation Couche-Tard Inc. (ATD.A)
Q: Good afternoon.
I’m interested in which you prefer (1 and 2) in each category below.
ATD.B, PBH, MRU, L
SLF, TD, BAM.A, TRI
WSP, SIS, CAE
CSU, SHOP, ENGH, KXS
BEP.UN, FTS, AQN
Thank you.
I’m interested in which you prefer (1 and 2) in each category below.
ATD.B, PBH, MRU, L
SLF, TD, BAM.A, TRI
WSP, SIS, CAE
CSU, SHOP, ENGH, KXS
BEP.UN, FTS, AQN
Thank you.
Q: God day Peter, Ryan and team. I don't exactly know why but I'm getting the "sense" we are majorly oversold and we are getting close to (give or take a hickup or two) exiting "Crazyville"... Do you get the same sense?
Q: This market is offering a wonderful opportunity to buy quality dividend paying companies at discounts that seem remarkable. I think this is a once in a decade opportunity. For the long term investor, who wants dividend income as well, this is a gift.
Q: At this level, what are the implications of a 50% cut to the dividend? How could it go any lower?
Why does it show such a high valuation when compared to peers?
I see that insiders are buying.
Thanks so much!
Why does it show such a high valuation when compared to peers?
I see that insiders are buying.
Thanks so much!
Q: HI there,
Two part question here. First, why is EXAS (in your opinion) being crushed so badly? It has fallen much more than GH. Something fundamentally wrong or one you would expect to bounce back hard and is thus worth adding to.
Secondly, would you suggest taking a 50% loss on EXAS to move to something like ABBV that pays a 7%+ dividend and seems safer? Jim Cramer advocates selling some stocks to move into more premium stocks that are also down and I'm wondering if this would be an example.
Please feel free to take 2 credits and provide complete answers to each part.
Two part question here. First, why is EXAS (in your opinion) being crushed so badly? It has fallen much more than GH. Something fundamentally wrong or one you would expect to bounce back hard and is thus worth adding to.
Secondly, would you suggest taking a 50% loss on EXAS to move to something like ABBV that pays a 7%+ dividend and seems safer? Jim Cramer advocates selling some stocks to move into more premium stocks that are also down and I'm wondering if this would be an example.
Please feel free to take 2 credits and provide complete answers to each part.
Q: What do you think about tax loss selling of shares of Lightspeed? My purchase price is significantly higher than the current share price.
Q: is it time to buy this bank now? thanks
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ARC Resources Ltd. (ARX)
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Vermilion Energy Inc. (VET)
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Parex Resources Inc. (PXT)
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Whitecap Resources Inc. (WCP)
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Birchcliff Energy Ltd. (BIR)
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TORC Oil & Gas Ltd. (TOG)
Q: Given the abysmal condition of the oil & gas sector and the apparent attempts of Russia and the Saudi's to further roil negative market activity, some long-term opportunities must be in the offing. Which oil & gas producers have the strongest balance sheet, lowest cost of production and are, generally, the most likely to survive these current circumstances?
Q: Hi,
Much like LSPD in my previous question, I didn't ever except to see GSY down from $80 to $21. I took a small portion in GSY at around $27.60.
I read other comments on GSY , but just thought if you had anything new to say, it would be much appreciated.
Thanks,
Much like LSPD in my previous question, I didn't ever except to see GSY down from $80 to $21. I took a small portion in GSY at around $27.60.
I read other comments on GSY , but just thought if you had anything new to say, it would be much appreciated.
Thanks,
Q: Just a follow up to my last question. I would assume that if the government mandated a short term rent holiday that land lords would also be made “whole” with respect to interest liabilities and wage compensation. Not to mention that this is a very short term need 1-3 months... is this not an over reaction for a company that has portfolio of long life income generating assets? I’m just wondering if I should average down. Thanks again.
Q: Could you please tell me total debt, debt/ cash flow, book value, and tangible book value for this company. What was its book value, and tangible book value in 2010
Thanks
Ian
Thanks
Ian
Q: Why does Tricon seem to be falling more then other similar REITs? I would have thought this type of business is a lot more defensive or relatively more resistant to turmoil of this nature... people still gotta pay their rent? Thanks
Q: In light of your response about GUD having as much cash as their market cap, would you consider this a reasonable risk - reward tradeoff to enter a position at its current price ($5.13 as writing this question). Thanks and stay well.
Q: To several members, you've suggested an S&P500 etf. Among those are ZSP, XUS, VFV and HXS, all trading on the TSX in Canadian $. They all appear similar, except that HXS pays no dividend (why?). Then there's SPY, trading on the US exchange. It has dropped considerably more than the Canadian versions, and consequently has a higher dividend yield. Can you explain the discrepancy, please? Don't they all hold the same stocks? And there must be other S&P500 ETFs trading on US exchanges, besides SPY - could you please name some? Which version of these ETFs would you choose?