Q: Just bought UBER and down 5% after my first week. Not an auspicious start! Can you please provide estimates for growth over the next 12, 18 and 24 months? Also list some of the key drivers that will either propel or hinder UBER's growth during this time and indicate the likelihood of each. Thank you.
Q: Can you give me your best choice for a new position to add to an RESP that has a long runway (12 years) ..it can be a Canadian traded stock or ETF or a CDR. Thank you.
Q: I currently own a full position in Sun Life (5%) in my portfolio but would like to add to my insurance component via a Reinsurance firm. Would this be a complementary move or just a duplication of the exposure I get via SLF? If this is a good idea, would EG or ACGL be superior options?
Q: Does the company explain the nature of the delay from one customer? Delay in placing an order, accepting the finished order, paying? Can we be confident that is just a delayed transaction?
I've seen examples where an event like this turned out to be more serious than it first appeared.
Q: Hello, let’s imagine for a moment that the Keystone Pipeline System gets the green light to transport crude oil from Canada to various destinations in the United States. In such a scenario, which Canadian companies will benefit the most? Thank you very much
Q: Just a follow-up to your recent answer on ADF, does any “single customer” type risk exist with this company or do they have a broad base of clients? Thanks,
Q: This morning they reported and for the EPS, they beat handily the with .51 vs expected .39. The cause of this was a great increase in their margins. On the other hand, the revenue came much lighter at nearly 75M vs expected 92.6M.
They mentioned 1 customer had a delay which will come at a later date of 35M which would have made the revenue for the quarter at 110M vs once again the expected 92.6.
In your experience, how would the market react to such news?
Q: US Debt. How long before it sets off a crisis in the stock and bond markets. Is there declining interest in buying American treasuries today? And do you think there is a real risk to the dollar being replaced as the world standard. US politics and media are oblivious to this looming issue, or do you believe this is just paranoia.
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Asked by Atchuta on September 12, 2024
Q: After looking at your chart attack, it seems to me that the S&P (blue line) might be vulnerable to a 20-25% correction, similar to 2022 ? Do you think this may be a serious risk?? Thanks Jim
Q: Still holding MG as it approaches the Covid lows.
My question has to do with the financial health of the company, and is its dividend supported if we finally enter the long awaited slow down/recession. I've scanned past questions and would like to know if your 2025/2026 views of this company have changed. It would also be great to reflect its current valuation over past cyclical downturns.
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Asked by Christopher on September 12, 2024
Q: Good morning.
I am currently looking to rebalance my portfolio both registered and non-registered accounts.
What is you recommended guidance for geographic allocation for US and Canada and would you suggest difference sectors by each country?
Thanks
Q: I have a position in Lun.ca and considering selling and buying Cs.ca for a 2 to 3 year hold on the premise of a better return. Could you compare these 2 companies and give your thoughts on this strategy? Thanx.