Q: Thank you for your note. I see from your other comments that CMMC has a very long life deposit but I did not find any reference to the corresponding output and profit growth. Could you respond to those issues please and provide some indication of the outlook for the metal pricing.
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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: Hello Peter and team,
With Telus Internations latest good results, why is the stock tanking? I understand with the tech selloff Tecsys has taken a hit but your previous comments were positive with the exception of recent comment which was not as positive? Is this a hold and what has changed for investors to change the tune so quickly.. Lastly with BCE and Telus having higher PEs than normal, is it time to take some off the table? Much appreciated.
With Telus Internations latest good results, why is the stock tanking? I understand with the tech selloff Tecsys has taken a hit but your previous comments were positive with the exception of recent comment which was not as positive? Is this a hold and what has changed for investors to change the tune so quickly.. Lastly with BCE and Telus having higher PEs than normal, is it time to take some off the table? Much appreciated.
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Premium Brands Holdings Corporation (PBH)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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The Trade Desk Inc. (TTD)
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Okta Inc. (OKTA)
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WELL Health Technologies Corp. (WELL)
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Rapid7 Inc. (RPD)
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Kornit Digital Ltd. (KRNT)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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CrowdStrike Holdings Inc. (CRWD)
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Digital Turbine Inc. (APPS)
Q: Can you provide a list of 10 US and 10 Canadian stocks that you think have the highest conviction/potential to double from current prices over next 12 months or so. Market cap or risk is not a factor. Thanks
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Freeport-McMoRan Inc. (FCX)
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Magna International Inc. (MG)
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Blink Charging Co. (BLNK)
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MP Materials Corp. (MP)
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ChargePoint Holdings Inc. (CHPT)
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Proterra Inc (PTRA)
Q: Can you recommend a company or companies that should benefit from the shift to electric vehicles. Thank You.
Q: Could you please comment on earnings -thank you!
Q: Whats your thoughts on these 2 companies for income and growth.
Q: Market has changed from growth to value very fast,Which of the above stocks are worth keeping?Also please let me know an ETF for uss builders stock(housing).
Your service has been a great help.
Your service has been a great help.
Q: Hi! I use to own AQN and it underperformed the group. Looking to add exposure again at some point this year. Looking for a good dividend with stability and some exposure to renewables. What would you suggest?
Thanks,
Jason
Thanks,
Jason
Q: It seems that the P/E ratio has improved greatly here, mostly due to its pullback. Could you updated your past views on Chart Industries. I think it looks very attractive at the current price?
Q: Hi,
Could you comment on NBLY’s earnings? How did they do vs analyst expectations?
Thanks
Peter
Could you comment on NBLY’s earnings? How did they do vs analyst expectations?
Thanks
Peter
Q: The scenario:
Age 68
RRSP contribution room of $18K
Income (80%) and investment (20%) tax payable for 2021 about $80K
If contribute $18K to the RRSP, tax payable drops by $10K
The tax on RRSP / RRIF withdrawl begins age 71
Available cash for next 7-10 years
To save $10K now based on putting aside $18K to be taxed later seems like a good deal.
The same scenario applies for the following year, with about $25K anticipated new contribution room
Does this look to be a reasonable approach ?
Are there other major considerations I have missed?
Thank you for your views.
Age 68
RRSP contribution room of $18K
Income (80%) and investment (20%) tax payable for 2021 about $80K
If contribute $18K to the RRSP, tax payable drops by $10K
The tax on RRSP / RRIF withdrawl begins age 71
Available cash for next 7-10 years
To save $10K now based on putting aside $18K to be taxed later seems like a good deal.
The same scenario applies for the following year, with about $25K anticipated new contribution room
Does this look to be a reasonable approach ?
Are there other major considerations I have missed?
Thank you for your views.
Q: I am used to thinking of dividend stocks in terms of 1. yield relative to historical yield, 2. payout ratio, 3. years of consistent dividend payout without cut as the major deciding factors what would be equivalent factors be to consider in the tech sector stocks.
such as Google, apple, Microsoft, please provide an analysis in terms of what to consider that would influence buying / ranking one over the other.
thanks
Ernie
such as Google, apple, Microsoft, please provide an analysis in terms of what to consider that would influence buying / ranking one over the other.
thanks
Ernie
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T. Rowe Price Group Inc. (TROW)
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IGM Financial Inc. (IGM)
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AllianceBernstein Holding L.P. Units (AB)
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Janus Henderson Group plc (JHG)
Q: If looking for stability, some growth and a growing dividend, which of the aforementioned would be your pick? Are there similar firms you would prefer?Also, what is causing the relatively more precipitous current decline of TROW?
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iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
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Vanguard FTSE Canada All Cap Index ETF (VCN)
Q: Hi. I hold a considerable amount in CDZ and none of VCN. My thinking is that through CDZ I have large Canadian companies that raise their dividend but VCN may offer more diversity at the expense of income. I do like the dividends and concentration of CDZ. Would you stay with CDZ or shift some funds to VCN?
Q: Between these two Small cap ETFs, which would you prefer IJR or AVUV? Is there much duplication between the two or can they both be held? Do you have something else you prefer in the small cap space?
Q: Are short positions growing for WTI or for specific energy companies?
Thanks
Mike
Thanks
Mike
Q: Please comment on this one for a long-term hold in my registered account.
Some say that when institutional ownership is allowed this will pop and never look back?
Some say that when institutional ownership is allowed this will pop and never look back?
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
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iShares S&P/TSX Capped Materials Index ETF (XMA)
Q: please recommend an Canadian ETF of resources except energy. Interested in what may do well because of infrastructure needs. Would Teck resources be a proxy and you assessment of TECK.B.
thanks
Yossi
thanks
Yossi
Q: Hi 5i, In these times of increasing interest rates, what are types of companies to avoid buying stocks in Regards, Ron
Q: 5i:
Re: Your comment on STC
Sangoma Q2 revenue was $US54 million and not a miss but a beat. Also debt level does not seem high at all given the Adj. EBITDA coverage?
Re: Your comment on STC
Sangoma Q2 revenue was $US54 million and not a miss but a beat. Also debt level does not seem high at all given the Adj. EBITDA coverage?