Q: Is this a good buy today. Or what would you consider a good entry point? Thanks Clare
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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.
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NVIDIA Corporation (NVDA)
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Celestica Inc. (CLS)
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Pure Storage Inc. Class A (PSTG)
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CrowdStrike Holdings Inc. (CRWD)
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Datadog Inc. (DDOG)
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Vertiv Holdings LLC Class A (VRT)
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Palantir Technologies Inc. (PLTR)
Q: Can you suggest an AI
play at this stage. A little late to the game perhaps??
play at this stage. A little late to the game perhaps??
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JPMorgan Chase & Co. (JPM)
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Royal Bank of Canada (RY)
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Toronto-Dominion Bank (The) (TD)
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BMO Equal Weight US Banks Index ETF (ZBK)
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Lloyds Banking Group Plc American Depositary Shares (LYG)
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ING Group N.V. (ING)
Q: Hi, looking at the financial sector. I have TD and IFC and looking to add another. The options I am looking at is another Canadian bank that benefits from US exposure (RY), a US bank (JPM) or ETF of banks (ZBK), or diversifying away from North America to a major UK (LYG) or European (ING) bank. My objective is downside safety paired with dividend income and some growth. I realize global stocks aren't your focus, but would appreciate any thoughts you might have on relative merits of these stocks.
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iShares MSCI World Index ETF (XWD)
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Vanguard All-Equity ETF Portfolio (VEQT)
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iShares Core Equity ETF Portfolio (XEQT)
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Global X All-Equity Asset Allocation ETF (HEQT)
Q: Good morning,
In one response to a question on the choice of a International exposure ETF, the 5i preference was VEQT, XEQT and XWD in that order.
Q1. Has you opinion of the order of these Global ETFs changed in any way and given XWD's 5 and 10 year performance?
Q2. Would you kindly explain your rational for ranking XWD ahead of VEQT and XEQT and even HEQT.
Thank you in advance and I look forward to hearing your response.
In one response to a question on the choice of a International exposure ETF, the 5i preference was VEQT, XEQT and XWD in that order.
Q1. Has you opinion of the order of these Global ETFs changed in any way and given XWD's 5 and 10 year performance?
Q2. Would you kindly explain your rational for ranking XWD ahead of VEQT and XEQT and even HEQT.
Thank you in advance and I look forward to hearing your response.
Q: With the advent of AI talk is about the energy and infrastructure needed to support Ai ie the plumbing behind A1. What companies in Canada and US will benefit from the surge in A1. Is it energy companies or utility companies? Can you name a few stocks to investigate,
Q: QBR.B seems to have some favourable financial metrics and to be liked by analysts, yet the share price has been drifting lower for a couple of months. What is your view of this stock and do you see it's share price improving over time? Would you buy, sell or hold? Thanks.
Q: Will like to have your impression on their latest statements. Q results seem not so good but they still made $50M FCF and they decided to sell the Modular business. For me, its looks like a good decision. Do you agree?
Thanks
Thanks
Q: Has the COMPANY reported recently and if so please provide your comments and whether you would still recommend the stock. Thanks Brian
Q: Hi there, nice to finally see CTS as a top pick on BNN, especially by Jason D.
So far it's been moving hard this year.
Can you comment on its first quarter 2024, what is expected? And is the first quarter typically strong for CTS?
Can you please list all the upgrades/downgrades after last results, along with current/new target prices if possible?
Thanks!
So far it's been moving hard this year.
Can you comment on its first quarter 2024, what is expected? And is the first quarter typically strong for CTS?
Can you please list all the upgrades/downgrades after last results, along with current/new target prices if possible?
Thanks!
Q: I hold HHL. I saw your response to another question where you are not enamored of the C$ right now. HHL is CAD hedged and HHL.B is CAD unhedged. The distributions are identical. Is there any advantage in switching from HHL to HHL.B?
Thanks
Thanks
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Capital Power Corporation (CPX)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: Is Alberta's ban on renewables positive for cpx or negligible.
How about bepc. Thank you
https://www.reuters.com/sustainability/albertas-ban-renewables-could-hurt-c11-bln-investments-says-study-2024-03-11/?utm_source=Sailthru&utm_medium=Newsletter&utm_campaign=Power-Up&utm_term=031124&user_email=9deb120111f07c11d764a45bf582a9efe81c145ce56a1f84d95636385fb0a27b
How about bepc. Thank you
https://www.reuters.com/sustainability/albertas-ban-renewables-could-hurt-c11-bln-investments-says-study-2024-03-11/?utm_source=Sailthru&utm_medium=Newsletter&utm_campaign=Power-Up&utm_term=031124&user_email=9deb120111f07c11d764a45bf582a9efe81c145ce56a1f84d95636385fb0a27b
Q: I have a crystal ball question regarding the potential market reaction to One or both US Presidential candidates not being available to govern due to health or "alleged" illegal indiscretions. Is there a precedent of such an occurrence historically?
Thank you
Thank you
Q: Current thoughts as to whether to keep or sell lt?
Q: Everyone, is the money flow into the market in 2024 higher or lower than 2023? What segments is the money flow going into or out of. Clayton
Q: You recently told Andrew that this company was based in Australia . Surely not , your database shows it based in Quebec , and a very successful company it is judging by its 10 year returns , up by some 1250% .
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UnitedHealth Group Incorporated (DE) (UNH)
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Align Technology Inc. (ALGN)
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Arch Capital Group Ltd. (ACGL)
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Interactive Brokers Group Inc. (IBKR)
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Elevance Health Inc. (ELV)
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Fiserv Inc. (FI)
Q: I am currently underweight Health and Financials in the U.S. Can you please provide your top 3-5 picks for each based on current valuations and considering a 5 year+ timeframe??
Q: May I please have your analysis and opinion of Taseko Mines with particular focus on their recent financial results?
With appreciation,
Ed
With appreciation,
Ed
Q: Not a bad quarter. Certainly has a wavy chart!,, but direction seems good. What are your thoughts on results and future? Any indications of a takeover iven it's low PE?
Slainte,, Chris
Slainte,, Chris
Q: Business wise, 'til what point Paysafe competite with Nuvei? Could we consider them proxy?
Thanks
Thanks
Q: Last September, you preferred HMC to TM, deeming the former both better and less expensive. Since then, HMC's price has reclaimed its previous high, while TM's has exceeded its high by ~50%, yet their P/E ratios are both miniscule and near-equivalent (0.14 and 0.13, respectively, according to your database.)
Do you still prefer HMC? I ask as TM's semi-contrarian approach to vehicular electrification is starting to look like a better fit with orthodox market expectations than their competitors'.
And what's going on with those P/E ratios? Stellantis and GM are ~5, Ford is ~11; is this much disparity even plausible?
Do you still prefer HMC? I ask as TM's semi-contrarian approach to vehicular electrification is starting to look like a better fit with orthodox market expectations than their competitors'.
And what's going on with those P/E ratios? Stellantis and GM are ~5, Ford is ~11; is this much disparity even plausible?