Q: The PE for this stock currently is around 43 and analysts are forecasting 30.5%/yr. growth in earnings over each of the next 5 years. Everything I read suggests this mag 7 stock is poised to go up and do phenomenal. To grow EPS 30.5%/yr for each of the next 5 years seems extremely optimistic to start with but even if it does the PEG ratio is 1.41 which suggests over valuation. The other mag 7 stocks with the exception of NVDA have much lower EPS growth rates at 20% max and dropping from there. How can one rationalize buying this stock now. Thank you. John
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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: For a new portfolio would you favour a Canadian bank ETF or investment in individual bank stocks
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Maya Gold & Silver Inc. (AYA)
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First Majestic Silver Corp. (FR)
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Pan American Silver Corp. (PAAS)
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MAG Silver Corp. (MAG)
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Hecla Mining Company (HL)
Q: To Gary’s question on ranking your top silver plays, you answered: PAAS, MAG, AG. Why do you favour them and how would HL and AYA compare?
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Vanguard Growth ETF Portfolio (VGRO)
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iShares Core Growth ETF Portfolio (XGRO)
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BMO Growth ETF (ZGRO)
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TD Growth ETF Portfolio (TGRO)
Q: Could you please add FGRO ETF to your database.
I understood these 5 ETF's would have similar price performance but FGRO and TGRO outpace the other three for the last 3 Years. ZGRO, XGRO and VGRO pretty much have the same performance. Can you help explain why FGRO and TGRO have significantly outperformed the three?
I understood these 5 ETF's would have similar price performance but FGRO and TGRO outpace the other three for the last 3 Years. ZGRO, XGRO and VGRO pretty much have the same performance. Can you help explain why FGRO and TGRO have significantly outperformed the three?
Q: Please discuss NVDA’s recent decline? Does this validate selling/trimming? Thanks
Q: Hi 5i Team,
Is there an ETF equivalent of RSP (S&P equal weight) that trades in Canada? If, not can you suggest a best alternative?
Thanks for the amazing service over the last 10+ years!
Angelo
Is there an ETF equivalent of RSP (S&P equal weight) that trades in Canada? If, not can you suggest a best alternative?
Thanks for the amazing service over the last 10+ years!
Angelo
Q: What do you make of the escalation of the anti-trust probe (Bloomberg) and any others issues you may know of and their impact on the stock - neutral, delayed, negligible, significant, etc. Thanks
Q: sanofi trades in a range over the long term. these days it seems to be either breaking out or topping its range. do you see this company dipping to its low end of its range ($45 ish) going forward or is a new higher range being formed.
Q: Would you consider this a good hold for a 3-5 year time horizon?
Thank you.
Thank you.
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Akamai Technologies Inc. (AKAM)
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Amplify Cybersecurity ETF (HACK)
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iShares Cybersecurity and Tech Index ETF (XHAK)
Q: Hello, I would like to have your opinion on XHAK. I have been looking at buying a cybersecurity stock for some time, trying to decide between Palo Alto and Crowdstrike and some others. Could this ETF be a way in the sector? Looking at the portfolio, it includes some cos that don’t seem to be directly involved in cybersecurity, though. Not sure why these are included in this ETF… Thanks
Q: What are the implications for BCE to be cut to One Notch Above Junk by Moody’s last week ? Thanks
Q: Sorry but I have to ask. If you were to pick two AI small cap takeover target ... what would you pick in Cad and USD? Thanks Danny-boy
Q: You last commented on SES over 3 months ago so I wonder if you could provide an update. Most notable since then was the release of their Q2 earnings on 30 July. These were well received by the Street with the likes of Raymond James, BMO, ATB and NB all raising their price targets.
Thanks as always.
Thanks as always.
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iShares S&P/TSX Capped Financials Index ETF (XFN)
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BMO Equal Weight US Banks Hedged to CAD Index ETF (ZUB)
Q: Please provide a hedged financial EFT for earning about 10% for the first year, including both dividend and capital gains. Please also provide a Canadian one.
Q: Hi,
On September 4 in an answer to Ritwick's question, you said: "BCE did not cut its dividend in other times of crisis...".
I thought BCE cut its dividend by about half in 2008. It did raise the dividend again to previous trend levels in the subsequent year(s).
I vaguely recall at the time that the 2008 dividend cut was quite a dramatic move for a "widows and orphans' stock and of course no one could predict at the time the dividend would be reinstated the next year.
Cheers, Michael
On September 4 in an answer to Ritwick's question, you said: "BCE did not cut its dividend in other times of crisis...".
I thought BCE cut its dividend by about half in 2008. It did raise the dividend again to previous trend levels in the subsequent year(s).
I vaguely recall at the time that the 2008 dividend cut was quite a dramatic move for a "widows and orphans' stock and of course no one could predict at the time the dividend would be reinstated the next year.
Cheers, Michael
Q: How do these corporate bonds compare. I was considering a 2% position.
Do you prefer one over the other, or a 1-1.5% position in both.
Thank you
Do you prefer one over the other, or a 1-1.5% position in both.
Thank you
Q: Do you have any comments on ChromaDex Corp. (CDXC)? I see that Hamed Shahbazi is on the company's Nominating and Corporate Governance Committee.
Thanks
Thanks
Q: The Globe reports that Moody's just downgraded BCE. I understand that the downgrade means borrowing costs are higher. What else does it mean?
Do you think that BCE will have need to borrow money in the next couple of years.
Thanks a lot for your views.
Do you think that BCE will have need to borrow money in the next couple of years.
Thanks a lot for your views.
Q: What are your thoughts on the c rating downgrade ? Dividends are currently over 100% of FCF. How do they maintain the div under this situation
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Suncor Energy Inc. (SU)
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Canadian Natural Resources Limited (CNQ)
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Constellation Software Inc. (CSU)
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Descartes Systems Group Inc. (The) (DSG)
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Alimentation Couche-Tard Inc. (ATD)
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Premium Brands Holdings Corporation (PBH)
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TerraVest Industries Inc. (TVK)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Nutrien Ltd. (NTR)
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ADF Group Inc. Subordinate Voting Shares (DRX)
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Boyd Group Services Inc. (BYD)
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Topicus.com Inc. (TOI)
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Lumine Group Inc. (LMN)
Q: I would like to set up a concentrated balanced portfolio of 6 Canadian value and 6 growth companies. I'm looking for the very best companies Canada has to offer, currently. I realize you have a balanced portfolio but I'm looking for the companies that are poised to do the best in the current ecomonic environment. As always, thanks for your much appreciated advice.