Q: I note you have liked ZWK in the past. I own some and wondering if you still like it and if you would add to a position (I am currently at about 15% Financials when considering my other holdings).
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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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Brookfield Corporation Class A Limited Voting Shares (BN $91.18)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $84.42)
Q: Sell or hold BAM after the spin off. If Sell just dump back into BN or move to another name?
Bonus question since I have lots to burm.... I assume the spin off value becomes a taxable event? BN has the same share number and book as my original BAM.A shares and the shares of new BAM.CDN granted would be a capital gain for 2022 at their book value?
Bonus question since I have lots to burm.... I assume the spin off value becomes a taxable event? BN has the same share number and book as my original BAM.A shares and the shares of new BAM.CDN granted would be a capital gain for 2022 at their book value?
Q: Please comment on Q3 results announced on Nov 8. Is this a spin off of Brookfield? current 9.88% yield. $16.74 p/p reduced to 1.5% position size. Add, Hold or Sell. Txs for U usual great services & views
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NextEra Energy Inc. (NEE $76.06)
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Quanta Services Inc. (PWR $379.91)
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Xcel Energy Inc. (XEL $74.19)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $47.14)
Q: Im inerested in investing in the modernnization of electrical infrastructure in Canada and the United States. Please. suggest a number of excellent companies that you believe will be leaders in this modernization process.
Q: DND is up 16% currently. After its repurchase of shares do you anticipate the share price will drop back to 11.50 or will it sustain its gain.
Not trying to ask you to be a fortune teller but just share your experience with what has happened to other company share prices in this instance.
want to know if I should take advantage of this jump in price.
Sheldon
Not trying to ask you to be a fortune teller but just share your experience with what has happened to other company share prices in this instance.
want to know if I should take advantage of this jump in price.
Sheldon
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Peyto Exploration & Development Corp. (PEY $19.07)
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MEG Energy Corp. (MEG $28.00)
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Tamarack Valley Energy Ltd. (TVE $5.49)
Q: Peter, it is my understanding that all three of these companies now have very low debt. They also have a very low p.e. They also have a very long reserve life. Is it true that renewable energy is many years away from being a viable solution for energy for the world? The share price for renewables has certainly shown that. ie. RNW Algonquin.
Is this huge drop in these energy companies due to the no more piplelines and no case for LGN, the Trudeau effect. Are these three companies still overpriced?? What would be a good entry point?? Is not a 9.5% div on Peyto the same as a 12% GIC after tax is calculated?? I would like your opinion on these questions Thanks Ken
Is this huge drop in these energy companies due to the no more piplelines and no case for LGN, the Trudeau effect. Are these three companies still overpriced?? What would be a good entry point?? Is not a 9.5% div on Peyto the same as a 12% GIC after tax is calculated?? I would like your opinion on these questions Thanks Ken
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Alphabet Inc. (GOOG $206.96)
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Intuit Inc. (INTU $662.87)
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Micron Technology Inc. (MU $118.35)
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NVIDIA Corporation (NVDA $177.96)
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BRP Inc. Subordinate Voting Shares (DOO $81.00)
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Magna International Inc. (MG $63.59)
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goeasy Ltd. (GSY $209.11)
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Axon Enterprise Inc. (AXON $768.50)
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InMode Ltd. (INMD $14.85)
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Topicus.com Inc. (TOI $173.59)
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Brookfield Corporation Class A Limited Voting Shares (BN $91.18)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $84.42)
Q: Would you please provide me with 6 US and 6 CDN stocks that have gone down in price but their value, debt and upside don't justify the downward stock price. Some with big upside potential.
Thanks and Happy Holiday Season to you and all staff.
Donna
Donna
Thanks and Happy Holiday Season to you and all staff.
Donna
Donna
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Amazon.com Inc. (AMZN $228.89)
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Costco Wholesale Corporation (COST $954.71)
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Alphabet Inc. (GOOG $206.96)
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AbbVie Inc. (ABBV $210.04)
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Target Corporation (TGT $99.25)
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UnitedHealth Group Incorporated (DE) (UNH $306.41)
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Constellation Software Inc. (CSU $4,560.00)
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goeasy Ltd. (GSY $209.11)
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iShares Core U.S. Aggregate Bond ETF (AGG $99.39)
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Fox Factory Holding Corp. (FOXF $30.12)
Q: Hi group assuming some sort of recession next year along with present pullback what is your top 10 picks in order of preference / Entry points $ targets. Ignore sectors and US verses Canada Thanks
Q: Dominion Energy is having a bad year is it debt related? though interest rates are on the rise this one has been hit harder then my other US utilities.
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Brookfield Corporation Class A Limited Voting Shares (BN $91.18)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $84.42)
Q: If you were to buy 1 of the bam family today for a long term hold which would it be
Thanks Terry
Thanks Terry
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Costco Wholesale Corporation (COST $954.71)
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Dollar General Corporation (DG $111.84)
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UnitedHealth Group Incorporated (DE) (UNH $306.41)
Q: Looking to shore up what's left off my growth portfolio, can you give me your thoughts on these 3 stocks for 2023 please?
Thank you
Thank you
Q: Can you confirm my valuation is correct? DND is on track to generate +$150M in free cash flow this year and if I had the money I could buy the whole company for $797 M? The big concern is the billion $ is debt? Thanks
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Brookfield Asset Management Inc Class A Limited (BAM $61.06)
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Brookfield Corporation Class A Limited Voting Shares (BN $91.18)
Q: I would like to add to either of the recent spinoffs of Brookfield (BN, BAM). Which of the two do you feel has the most upside for 3 to 5 years. Thank You.
Q: I have a position in GM and LNR and I need to get rid of one. Which security would you recommend hanging on to for the next 12 months and please provide your reasoning. Thank You.
Q: May I have your comments on recent news on their mine in Panama. Thanks.
Jerry
Jerry
Q: CDNS is relatively unscathed, very unusual for a tech stock in this market. What is about this stock that has allowed it to maintain its valuation?
Thanks for all you do
Leo
Thanks for all you do
Leo
Q: Good morning - reading about the 10pc withholding on US publicly traded partnerships and the US tax filing requirement to get the wh back. I have positions in two REITs in the US and wonder if I shouldn't bail right now and avoid the filing requirement. Also, part of my holdings are in registered accounts and this does not look good to me. Please advise. Thanks as usual.
Also, Merry Christmas to all of you at 5i. Your service has been a big help to me over the years, thanks again
al
Also, Merry Christmas to all of you at 5i. Your service has been a big help to me over the years, thanks again
al
Q: Which one of the Brookfield entities is holding the office real estate assets going forward....BN or BAM?
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Five Below Inc. (FIVE $141.84)
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Axon Enterprise Inc. (AXON $768.50)
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Guardant Health Inc. (GH $62.14)
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Fox Factory Holding Corp. (FOXF $30.12)
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InMode Ltd. (INMD $14.85)
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Celsius Holdings Inc. (CELH $61.18)
Q: Hello Peter and Ryan,
I just read a negative research report on Guardant Health in Seeking Alpha, suggesting it may not be returning to its growth premium anytime soon. If you were to have a change of mind on seeing it as a HOLD, can you suggest a few compelling replacements from your current US high-growth list of favourites (within or outside of this sector)? Thanks, Brad
I just read a negative research report on Guardant Health in Seeking Alpha, suggesting it may not be returning to its growth premium anytime soon. If you were to have a change of mind on seeing it as a HOLD, can you suggest a few compelling replacements from your current US high-growth list of favourites (within or outside of this sector)? Thanks, Brad
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iShares Core S&P/TSX Capped Composite Index ETF (XIC $45.31)
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Vanguard S&P 500 Index ETF (VFV $158.77)
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INVESCO QQQ Trust (QQQ $572.15)
Q: Could you give me your opinion of the above three ETFs for a long term, "sleep at night" portfolio? The YTD return has not been good, but I feel it should turn around in the long term. Thanks!