Q: This is my first year investing in a non registered account. I've invested with BMO Investorline. My question is do I trust the average cost they post for each stock? How do I verify it is correct? I can set up an excel spreadsheet but not sure how to accurately figure out the adjusted cost base. Thank you.
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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: Hi team,
What do you think of Gsy’s note offering priced at 9.25%. This is a shocker rate to me. Is this why the stock is down on a great market day today ? Despite this, Mr. Mullens did add that this was already priced in their future outlook in regards to growth targets. If all their debt is going to go from 5%-9% range though this sounds concerning does it not ?
Thanks ,
Shane
What do you think of Gsy’s note offering priced at 9.25%. This is a shocker rate to me. Is this why the stock is down on a great market day today ? Despite this, Mr. Mullens did add that this was already priced in their future outlook in regards to growth targets. If all their debt is going to go from 5%-9% range though this sounds concerning does it not ?
Thanks ,
Shane
Q: When a stock trades at a ratio of revenue to enterprise value of less than one, does it imply great value especially if the revenues are mostly recurring? It seems like a lot of small cap tech names are in that category.
Q: What did you think of LTRX's recent quarterly results and guidance?
Q: Based on the latest quarter and estimates STC has now low debt leverage (2X TMT EBITDA) and high free cash flow yields (17%). Is this not a good sign of financial health?
Q: I am considering selling PFE for tax loss. In your opinion is this a good time to sell? Secondly - if I did sell - what might be a good proxy to buy in the meantime and/or - would it be beneficial to rebuy PFE after 30 days. I already have a 4% position in ABBV.
Q: Is there a problem with BYD? Why has it become a HOLD???
Many thanks.
Connie
Many thanks.
Connie
Q: Realizing that PFE's dividend has been rising annually at only about 3% in recent years, and recognizing that a portion of "moving the growth needle" will be done by acquisition, would it still be a good buy at around the $27 level (longterm technical support) ?
Also:
-How does their debt situation compare to its historical measure?
- Do you have any thoughts regarding AI in the sector, and whether or not PFE is currently using it ?
Also:
-How does their debt situation compare to its historical measure?
- Do you have any thoughts regarding AI in the sector, and whether or not PFE is currently using it ?
Q: I'm looking at repositioning my portfolio with the intent to leave it alone for the next 5 years. What would be your "top ten" names with a bias towards growth?
Q: Other than dividend yield, what are the top 3 metrics one should be considering when selecting dividend stocks for investment? And what are the most relevant sources to research in this regard? Thank you
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Chevron Corporation (CVX)
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Marathon Petroleum Corporation (MPC)
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Occidental Petroleum Corporation (OXY)
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Phillips 66 (PSX)
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Exxon Mobil Corporation (XOM)
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Suncor Energy Inc. (SU)
Q: May I please get your thoughts on this company and maybe how it compares to other oil companies like suncor/exxon/chevron. It looks like PSX are more concentrated in refining than production. Thanks.
Q: How is Tantalus Systems coming along, I've owned it and been interested in it for a while. What do you think or their recent earnings and can I still hold it for a long term hold? Thanks.
Q: What metrics do you look at to determine if long term holds for dividend income are still safe for that dividend income? I have a pretty diverse portfolio and more than half of it is in banks, oil, telecoms and utilities. I have held these since before Covid, Financial crisis, two wars presently raging and introduction of AI, let alone the Climate Change growing issue. So I'm looking out say 10 years and want to look at each of my long term holdings to determine if they are still long term eligible and if so will their dividends be safe. Any thoughts on a frame work/lens that I should be considering in this kind of a review?
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Sylogist Ltd. (SYZ)
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Celestica Inc. (CLS)
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Kinaxis Inc. (KXS)
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TECSYS Inc. (TCS)
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Converge Technology Solutions Corp. (CTS)
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Docebo Inc. (DCBO)
Q: I'm late to the party with TCS, CTS and SYZ. I don't own any of them and wonder if they still have "legs" or have they had their runs. Looking for other small Canadian Tech you find interesting.
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Costco Wholesale Corporation (COST)
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Intuitive Surgical Inc. (ISRG)
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Booking Holdings Inc. (BKNG)
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AbbVie Inc. (ABBV)
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Freeport-McMoRan Inc. (FCX)
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Merck & Company Inc. (MRK)
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iShares Core MSCI All Country World ex Canada Index ETF (XAW)
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Vanguard FTSE Developed All Cap ex North America Index ETF (VIU)
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Vanguard FTSE Global All Cap ex Canada Index ETF (VXC)
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lululemon athletica inc. (LULU)
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Novo Nordisk A/S (NVO)
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Vanguard FTSE Developed Markets ETF (VEA)
Q: According to portfolio tracking and analysis, I am short on basic materials, consumer cyclical, consumer defensive, health care and industrials. I’m also significantly short on international equities. With this in mind, can you provide your top 3 to 5 companies for each sector to increase my holdings in basic materials, consumer cyclical, consumer defensive, health care and industrials. To increase my exposure in international equities, I will be investing in ETFs. Please provide and rank the top 5 ETFs with international exposure. Thank you.
Q: I want to sell H&R to capture a capital loss. What would be the best proxy for it in case I want to buy it back later? Would Primaris work?
Q: Just wondering why, on a record breaking up day is CSU down?
Sheldon
Sheldon
Q: Hi 5i ,
As a follow on to my previous question on not receiving Hmax dividend ...how does one go about inquiring about this type of issue...I see no contact information on Hamilton website...any suggestions on how to move forward?
Thx
As a follow on to my previous question on not receiving Hmax dividend ...how does one go about inquiring about this type of issue...I see no contact information on Hamilton website...any suggestions on how to move forward?
Thx
Q: What has pooked the market for this stock to plung while almost everything else is moving up?
Great service, analyses and advices.
Thanks
Great service, analyses and advices.
Thanks
Q: Can you comment on Twilio's recent earnings and what you think of this stock for the long term(10 years), the market their in, insider ownership, management and big clients that they serve. Thanks.