Q: could you give a couple of interesting names of smaller gold companies with high stakes of other mining companies.
This would make it interesting as a take over candidate.
Any smaller gold-companies with dividends?
What are your top 3 names to own here?
Q: Can you analyze the level of debt of Goeasy and also the cashflows? Please let me know how much debt there is, the free cashflow, and how you feel about this level of debt to cashflow - low, fair, or high? Thanks.
I keep hearing this message. Would you please provide a explanation of why this is the case ( if you agree) and how this works. And WHO are the drivers of the bond market.
Q: I see in one of your latest answers your liking su over cnq wondering what criteria it is that leads you in that direction? Also i hold cnq and wcp and looking to add to my oil and gas holdings. Would you add to my current holdings, or add a third or fourth position say in tou and or su? Thx
Q: I bought Netflix after the big drop in 2022 and have since sold a half position after a nice gain. In terms of its future, everything I read is about the ad-supported lower-priced tier. However there is almost nothing about the password crackdown that is supposedly happening early 2023. Surely this would have a more meaningful impact on the bottom line... I personally know MANY people that are sharing an account (myself included!!) that will ultimately subscribe when they are "kicked out".
Question 1: Has Netflix released any statistics about their estimates for how many people are "piggybacking" off another account and that they believe will sign up after the password-sharing crackdown?
Question 2: Thoughts on future growth potential?
Q: If I understand correctly, BNRE shares are exchangeable 1:1 for BN shares. Is there an advantage to do so? Now or at future date and under what circumstances?
As always, thank you for the valuable information you provide.
Q: Sorry, further to my question re: FR and FVI, would PAAS be the best or what would you recommend for a silver position, overall safety, growth, value etc...
Q: Hi,
The company is downgraded by many firms. Has the future business plan is below investment grade compared to other Brookfield companies? Last year they acquired Westinghouse. The company has lowered dividend for past two year (2020 US$ 0.434 * 4), (2021 US$ 030375 * 4) and (2022 US$0.32 * 4). This is the weakest company among the Brookfield Group. My question is whether Westinghouse acquisition is not a profitable one or too early to say? Is it advisable to invest some amount in BRE.un just to take advantage of weakness in stock price at this time or better put money in BBU.un? I hold all the Brookfield Group companies that issues through spinoffs.
Thanks
Piyush
Is it possible to rank my list of utility companies sorting via most financially vulnerable therefore most likely to underperform because of the increased cost of financing. i.e worst to best please.
Is that a blunt but reasonable filter?
Could it be that the "worst" companies have been so badly beaten up that they may be worth adding to for the long haul?
Q: CCI dropped 8% after hours on friday. The only news that I can find is a rather large downgrade by Truist Securities but there was a similar downgrade of AMT without the same reaction. Do you know if this downgrade was the reason for the move in CCI and, if so, the reason for the downgrades. Otherwise, why the move in CCI and would you see this as a buying opportunity?
Thanks for your insight.
Ian