Q: What is your consensus of CTS earnings and outlook (after this mornings call)? Looks like a good quarter. If story is still intact, what do you see the range that stock might be in 12 months from now? Would you be a buyer?
Q: A full position is considered to be 5%. So if a family has say 2 tfsa’s of $50k each and an RSP of $100k for total of $200k, would you look at a 5% full position in each account, which would amount to $2500 in each tfsa and $5000 in the RSP, or would you look at 5% based on the household registered total of $10,000 and be ok with a $10,000 hold in 1 RSP account even though in that account its 20% but still only 5% of the family portfolio if you will. Hope this makes some sense.
What are your views on Altimmune (ALT-Q) and its growth prospects, its risks ? Would you buy it now for a growth account in a TFSA ? Which entry price would you suggest ?
What is your analysis of WAB and of its future prospects ? What would you compare it to in the same sector ? Would you buy it now for a growth portfolio in a TFSA ?
Q: I was unable to attend the recent webinar on the US market. I was hoping to be able to view it via your YouTube channel but I have not seen it posted there. Can you provide a link to where I might be able to watch the presentation/discussion? Kind regards,
It's funny, many of the people (non experts) I follow on Twitter/X aren't impressed, as everyone would rather see that money stored up to continue with acquisitions. I guess CSU/TOI/LMN has raised their own bars so high a special div seems small compared with the overall returns people have some to expect from them....
Q: Your comments on the Q4. Does not look that bad but after hours are terrible. Margins seem to improve, the expectations were too high? Time to add on weakness? What about the customer retention?