Q: Dear 5i,
If one wanted to get exposure to Japan using either FLJP or FLJH and had a medium to long term view that the Japanese currency was going to get stronger than the US dollar. Which ETF is the best one to purchase for maximum appreciation? I often get confused with hedged and non-hedged products. Can you share any simple rules I might use in future to avoid the confusion. Thanks
Q: I've been expecting utilities-and-telecoms to see better price action on the prospect of stable rates, but today's reversal suggests a continuing downtrend. Likewise, I've been expecting financials to continue to look past these same fears (and there has been progress), but now wonder if we've reached a plateau.
Given that these sectors 'should' be responsive to different forces, which would you pick for a quicker and more robust upturn? More specifically, should we expect utilities to continue to suffer until rates actually go down by some significant percentage?
Q: I am looking for companies that can "see over a recession", and has pricing power to counter-act inflation. An example: a company that helps another company (which is directly impacted by the recession). ATS comes to (my) mind.
What companies come to your mind?
Related: Continuing my own research, I read the Key Ratios for ATS on the 5i site.
PE 45, a bit high for my liking
But concensus EPS for next 4 Qs totals $6.56
At today's stock price, that's a PE of 11.5; that sounds terrific
ROE and Revenue Growth stats look good.
I'd like your commentary on this...."analysis"; moreover, what do you see in the Key Ratios that a retail investor should take note of (ATS, and/or generally).
Many thanks.
Q: WCN halted share buybacks, matched estimates on the quarter, 0.7% dividend and looking pricey at 33x. I've held it a long time and up nicely 60% in registered account . Would it be prudent to swap it out for GDI for better growth?
Thanks
Steve
Q: I own First Majestic Silver Corp. I didn't notice it listed in the drop down menu of companies above. AG is my worst preforming stock in my precious metals sector. Would you sell it for another stock that has better prospects (if so which one and a brief why) or would you still hold. It in a TFSA so there is no tax loss harvesting her. I already own AEM, KKR, BTO and SSRM.
I read your comparison of Flutter and DraftKings on July 13.
Do the recent results from DraftKings shift the needle significantly for growth as well as profitability making it less risky and would give it the nod over Flutter for a balanced portfolio investment. Is DKNY a buy now?
Regards
Rajiv
Q: Hi 5i Team - Could you provide any information on the recent spin-out of Onyx Gold by Highgold, in particular the assets of each including cash on hand. Also the potential of both companies as far as exploration goes. Is there any significant insider ownership. Thanks.
Q: Considering the slow but steady rise in the price of uranium over the last few years, what stocks , besides CCO, would best benefit from this rise i.e. have the best growth prospects?
Q: What's your assessment of JWEL's earnings report? On the right track? Or are there problems lurking? Would you buy now or hold off and be vigilant for awhile?
Q: Aurinia Pharmaceuticals will become self sustaining most likely next quarter, they have had two revenue upgrades in a row! But share price does not appear to reflect this. Shareholders are putting managements feet to the fire looking for alignment to creating value for investors.
What do you folks think is this one ever going to launch?