Q: Thank you for your report yesterday on month-to-month inflation, which I found very useful. Is month-to-month inflation something that you have been reporting consistently, or would you consider reporting it from now on given the focus at the moment?
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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: After further review their most recent acquisition not only is large in relative terms the cash flow yield and payback period looks extremely attractive. Exiting 2024(assuming $80 barrel) the company should have a pristine balance sheet with massive cash flow for many years to follow. Is that your assessment assuming same oil price and no other M&A?
Q: Can you add some colour to its share price from the point in time ex dividend date of special $7.50 payout through to its 52 week high and its now current low. What are the key drivers? What should we expect from the upcoming investor day in march?
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Visa Inc. (V)
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TMX Group Limited (X)
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goeasy Ltd. (GSY)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: At 21.55%, I'm overweight financials. My problem is that I like all my stocks in this sector: BAM (2.9%), BN (4.9%), GSY (4.4%), X (5.2%), V (4.2%). In addition, all save V are in a non-registered account and would incur capital gains when sold.
In my view, all will do well when the market turns. Is there enough difference in terms of their drivers than I can continue to hold all 5? And if you would suggest I (reluctantly) trim, which stock(s) would you reduce? Thank you.
In my view, all will do well when the market turns. Is there enough difference in terms of their drivers than I can continue to hold all 5? And if you would suggest I (reluctantly) trim, which stock(s) would you reduce? Thank you.
Q: how come TVE wouldn't go up in price , I own it and it looks like it should be doing great compared to some companies that are.
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NVIDIA Corporation (NVDA)
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Advanced Micro Devices Inc. (AMD)
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iShares PHLX SOX Semiconductor Sector Index Fund (SOXX)
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Aehr Test Systems (AEHR)
Q: I'm primarily a growth investor with a tolerance for risk. I do not have any semi-conductor companies in my portfolio. I was considering AMD or NVDA but I'm not wondering if AEHR might be good play to consider since it does chip testing. It does seem to be growing revenue quickly and surprising the market with it's earnings. What comments/advice do you have wrt to how I should think about the chip players including the high tech testing play that AEHR offers? Thanks!
Q: I have owned IVN for many, many years....back when it was below $1. I have sold bits as it has moved up over the years. I was always told not to fall in love with a stock and feel I might be with IVN.
Can you give me a best case senerio on what the top end of this company could be. I always had in my mind it was worth $12-14, but is it possible this is a $20 stock or maybe a $30 stock someday?
If everything fall in place as planned, no political issues, metal prices keep increasing, etc, what do you see this company being worth in the next 4-5 or even 10 years?
Will not hold you to it, just looking for your opinion.
Thanks.
Can you give me a best case senerio on what the top end of this company could be. I always had in my mind it was worth $12-14, but is it possible this is a $20 stock or maybe a $30 stock someday?
If everything fall in place as planned, no political issues, metal prices keep increasing, etc, what do you see this company being worth in the next 4-5 or even 10 years?
Will not hold you to it, just looking for your opinion.
Thanks.
Q: Your opinion of Teck please.
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Toronto-Dominion Bank (The) (TD)
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iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
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Purpose High Interest Savings Fund (PSA)
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Global X High Interest Savings ETF (CASH)
Q: I have an RESP for my nephew who is in grade 12 now and attending a college in the fall. His parents are not great savers, and I don't have children, so I'm fine to subsidize his education. I currently hold only CDZ and TD in the RESP and would like to add some additional cash soon.
What's your advice on how to proceed? Do I add to one or both, or would I be better to invest in CASH or PSA.
Thanks,
Robert
What's your advice on how to proceed? Do I add to one or both, or would I be better to invest in CASH or PSA.
Thanks,
Robert
Q: Hello, i need a recommandation in US with high dividend and very small risk .Thank you
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: I have both BAM and BN in a TFSA. I don't have enough cash to buy BAM to a 2 % weight, so would it be best to sell BAM and use the proceed from this sale to increase BN to a 4% weight.
Q: I don't have any Air Canada in my TFSA but will be selling some CAE to make it a 2% weight. Would you use the cash from this sale to buy Air Canada since not yet owned?
Thanks
Thanks
Q: You had this response about Victoria Gold. Orion Mind Finance owns 31%. Follow up -Who is Orion Mind Finance? I see no record of them owning 31%
Q: What are some thoughts and opinions on XSU
Q: Hi Peter,
I’m thinking of adding to my NBLY holdings which’s in a loss position. How’s management? How’s the balance sheet? Any problem servicing the debts? Is the labour headwind getting better? Is there a good chance it’ll turn profitable this year? What will be a good entry price? Thanks.
I’m thinking of adding to my NBLY holdings which’s in a loss position. How’s management? How’s the balance sheet? Any problem servicing the debts? Is the labour headwind getting better? Is there a good chance it’ll turn profitable this year? What will be a good entry price? Thanks.
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BMO Aggregate Bond Index ETF (ZAG)
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iShares Core Canadian Universe Bond Index ETF (XBB)
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Vanguard Canadian Aggregate Bond Index ETF (VAB)
Q: Please explain why the yields on these etfs differ so much
Q: There are few questions being asked on these two gold miners. Can you provide a brief critique on both? As well, if you were to invest in both companies with a three year time spam, which one would likely give you a higher combined yield (dividend+ growth) over that period. Thanks.
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Halliburton Company (HAL)
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Schlumberger N.V. (SLB)
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Mattr Corp. (MATR)
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TerraVest Industries Inc. (TVK)
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Trican Well Service Ltd. (TCW)
Q: Several of the oilfield service providers were financially crushed or bankrupt when the price of oil dropped to below zero. Those that survived are probably in a fairly good position. Although government policies are doing everything possible to discourage investment in the energy sector, there will be a time when reality sets in and investment in the sector will be supported. Can you recommend some financially strong companies in the oilfield service sector. Thank you
Q: Could you please give me your latest view on DML. Is it a buy, hold or sell?
Q: Please provide rationale for holding BRNE over BN or BAM. I hold a small position (in a registered account) in BRNE and was thinking of flipping it into my BN holding but am I missing something. Is there something in the BRNE business that could create long-term outperformance over BAM/BN?