Q: What are your thoughts on buying OKTA? The recent hack seems like it could be a short term problem but Yahoo Finance shows their earning estimates dropping quite a lot over the last 90 days, which concerns me. Thanks.
Q: Hi gang, my question has to do with Costco's valuation. Can you please give me your quick and dirty evaluation for a long term hold? Also I'm seeing different p/e numbers, your page shows 27 while G&M shows 44. As for dividend, they seem to do a special dividend every few years, what is your view of a pending one soon.
Q: Among banks, 5i seems to favour TD and BNS, though since 2019 patient investors have done well with just about any of the Big-Five-plus-NA.
But supposing interest rates are now set to rise, won't banks tend to find a trading range? In which case, wouldn't ZWB, with its covered call component, provide greater total return? Or do its MER and trading expenses claw back too much of its income?
Interestingly, since inception, ZWB's share price seems to have done as well as (for example) BNS, in spite of the potential for its positions to be called-away.
I'm interested in resource stocks that have long term demand - five years or more. Unlike oil/gas stocks that I'm told are too cyclical for long term holds. What resource or resources - copper, steel, uranium, aluminum, fertilizer, etc. - do you feel is reasonably safe and can you suggest some ways to play it in both Canada and the US?
A few days you answered a free cash flow question with one of your favorites being Savaria. After listening to their CC do you still belive in the long term outlook of this company? Short term issues, not in management's control provide good buying opportunities, similar to other great manufacturers like Magna.
Q: Good Morning.
With regards to ZIM shipping, I have read that they have a 25% holding policy. This stock is in my LIF account. Will Israël our non taxable account to distribute the full dividend amount to me? Thank you.
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Asked by Catherine Ann on March 25, 2022
Q: Hi 5i
I use mental stops more so than hard stops. I am just curious that if I place a stop loss limit order, is that order visible to anyone using the market depth order data? Sometimes it seems like depth changes on more thinly traded stocks. That’s why I use mental stops.
Thanks.
Q: Your opinion on Cheniere (LNG) as compared to Tourmaline (TOU) would be appreciated.
My thinking it might be a little less challenged with the ongoing problems of getting Canadian gas to the international market.
Q: I notice a preference in your comments for CNR over CP. Would you please explain why. Also, with the upcoming combination of CP with KCS, how will this affect your view of CP?
Thank you, Maria
Q: Hi Peter and Staff
I believe you are still high on the above companies....looking at possible subtraction of 2 of them to consolidate a bit.
a) Are there any of the above that are not expected to be profitable in 2022?
b) How would you rank the six companies most compelling keep to first to drop if dropping any
Moderate risk tolerance
Thanks for all you do
Dennis
Q: I had taken an initial position with BRK.B during the March 2020 market drop at a purchase price of $188. The stock has continued to appreciate. Is it too late add another third to my position?