Q: Please comment on results released on Feb 21.Txs for u usual great services & views.
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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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Meta Platforms Inc. (META $776.37)
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Alphabet Inc. (GOOG $195.75)
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $117.50)
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Tencent Holdings Ltd. ADR (TCEHY $70.21)
Q: Would the listed companies all fall under the Tech sector?
Thanks,
Brent
Thanks,
Brent
Q: Good morning,
Could you please offer your views on the acquisitions by WPT Industrial ( apparently accretive?) as well as your opinion on the company, post acquisition.
Thank you
Could you please offer your views on the acquisitions by WPT Industrial ( apparently accretive?) as well as your opinion on the company, post acquisition.
Thank you
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RioCan Real Estate Investment Trust (REI.UN $17.57)
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H&R Real Estate Investment Trust (HR.UN $11.54)
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $43.73)
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Brookfield Property Partners L.P. (BPY $18.59)
Q: Gentlemen,
I hold the above four REIT's. I plan to sell REI.UN. With the proceeds and new cash I would like to increase the HR.UN and BPY:US positions and add two additional REIT's. For these I am considering DIR.UN, FCR.UN, IIP.UN. or any of your suggestions. These 5 REIT's would represent 10% of my portfolio.
I appreciate you input.
Thank you,
Werner
I hold the above four REIT's. I plan to sell REI.UN. With the proceeds and new cash I would like to increase the HR.UN and BPY:US positions and add two additional REIT's. For these I am considering DIR.UN, FCR.UN, IIP.UN. or any of your suggestions. These 5 REIT's would represent 10% of my portfolio.
I appreciate you input.
Thank you,
Werner
Q: Could you please provide your latest excellent fundamental analysis of this company. With all the attention from the Corona virus I am thinking this company could benefit.
Technically it seems to be breaking out of a tight trading range formed over the last few years.
Thanks
Technically it seems to be breaking out of a tight trading range formed over the last few years.
Thanks
Q: The favour of the day is clearly companies with a large ESG factor, however the valuations are through the roof. Can you suggest some names that are still in the reasonable p/e range.
Thanks in advance.
Thanks in advance.
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DaVita Inc. (DVA $139.52)
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M&T Bank Corporation (MTB $188.29)
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Charter Communications Inc. (CHTR $261.75)
Q: Hi team,
Looking for growth, grateful for your views on DVA, MTB and CHTR. Would you buy them now ? If not, what would be better alternatives ?
Gratefully yours,
Jacques IDS
Looking for growth, grateful for your views on DVA, MTB and CHTR. Would you buy them now ? If not, what would be better alternatives ?
Gratefully yours,
Jacques IDS
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Applied Materials Inc. (AMAT $182.82)
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NVIDIA Corporation (NVDA $180.00)
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Advanced Micro Devices Inc. (AMD $176.78)
Q: Dearr 5i
What are the expected earnings growth rates for AMAT , AMD and NVDA over the next 1-2 years and which would you recommend for an RRSP assuming a balanced portfolio .
Thanks
Bill C.
What are the expected earnings growth rates for AMAT , AMD and NVDA over the next 1-2 years and which would you recommend for an RRSP assuming a balanced portfolio .
Thanks
Bill C.
Q: I just received an email from Citron talking about SDGR. They feel it is the second coming of TSLA but of course, in a different industry.
They are a brand new IPO and are up 20% today, but would this be worth purchasing in the event that it pulls back to prior to the letter and held for a period of time.
In a nutshell they recap it thusly:
"Through use of artificial intelligence and a world class scientific team that is unmatched by ANY public company, Schrodinger has created a software platform that integrates predictive physics-based methods with machine learning to become the leader in molecular simulation that 1) reduces the average time and cost required to identify a drug development candidate and 2) increases the probability of drug discovery programs entering clinical development.
With the global pharma industry spending approximately $180 billion on R&D annually, this innovative software platform is completely disrupting the drug development process."
Would you invest in this concept yourselves, once you research more about it.? I know its not a p/e , value play it may or may not be TSLA of 10 years ago.
Thanks
Sheldon
They are a brand new IPO and are up 20% today, but would this be worth purchasing in the event that it pulls back to prior to the letter and held for a period of time.
In a nutshell they recap it thusly:
"Through use of artificial intelligence and a world class scientific team that is unmatched by ANY public company, Schrodinger has created a software platform that integrates predictive physics-based methods with machine learning to become the leader in molecular simulation that 1) reduces the average time and cost required to identify a drug development candidate and 2) increases the probability of drug discovery programs entering clinical development.
With the global pharma industry spending approximately $180 billion on R&D annually, this innovative software platform is completely disrupting the drug development process."
Would you invest in this concept yourselves, once you research more about it.? I know its not a p/e , value play it may or may not be TSLA of 10 years ago.
Thanks
Sheldon
Q: Hi Team:
What is your take on today's Telus announcement of 1.3 billion equity offering? I have 500 shares in my portfolio and having gain of 10%.
Thank you.
L
What is your take on today's Telus announcement of 1.3 billion equity offering? I have 500 shares in my portfolio and having gain of 10%.
Thank you.
L
Q: Do you have a view on this company. Many years ago in a previous job I dealt with them extensively but do not recall them pushing their public company status. My experince was they tended to regularly buy out rising competitors. Looking for analysis of the key metrics.
Q: Why Au dropped 35%? Would you buy more average down, if not could you recommend other small cap gold stocks , your thought please, many thanks
Q: do you know this company, it has gone parabolic, thin trader.
would you buy it.
dave
would you buy it.
dave
Q: Hello,
In B.C. and Alberta, Condo Stratas are having difficulty obtaining insurance or insurance premiums are increased substantially. This appears due in part to some insurers leaving B.C. and the value of the properties increasing over the last several years making replacement cost expensive.
Would the REITS that operate in Western Canada have similar issues? I’d be concerned with owning a REIT that runs rental apartments but can’t get insurance on the building.
Looking at particular at CAR.UN and REI.UN.
Thanks
In B.C. and Alberta, Condo Stratas are having difficulty obtaining insurance or insurance premiums are increased substantially. This appears due in part to some insurers leaving B.C. and the value of the properties increasing over the last several years making replacement cost expensive.
Would the REITS that operate in Western Canada have similar issues? I’d be concerned with owning a REIT that runs rental apartments but can’t get insurance on the building.
Looking at particular at CAR.UN and REI.UN.
Thanks
Q: I have done well with MFC in my riff. No banks. Thin king to sell and buy TD. Your thoughts? Many thanks.
Ron Noble
Ron Noble
Q: I'm meeting with my broker tomorrow. My results were over 20% last year. 2019 TSX return was 19%.
I'm still working full time so I find it difficult to manage my portfolio on my own.
I check all of his recommendations on 5i.
Mostly conservative dividend paying stocks. Buying on dips and trimming on rises.
Overall, I'm finding it hard to complain about what he's doing
What should I ask him when we meet tomorrow?
I'm still working full time so I find it difficult to manage my portfolio on my own.
I check all of his recommendations on 5i.
Mostly conservative dividend paying stocks. Buying on dips and trimming on rises.
Overall, I'm finding it hard to complain about what he's doing
What should I ask him when we meet tomorrow?
Q: Hey guys ! I have no position in energy sector as of today, which one of PKI or SU would you recommend today ?
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Alphabet Inc. (GOOG $195.75)
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Microsoft Corporation (MSFT $535.64)
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QUALCOMM Incorporated (QCOM $147.51)
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Medtronic plc. (MDT $89.64)
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Atlassian Corporation (TEAM $185.69)
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The Trade Desk Inc. (TTD $89.76)
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Alteryx Inc. Class A (AYX)
Q: I was wondering what US stocks will do well in the short term.
-Jay
-Jay
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iShares PHLX SOX Semiconductor Sector Index Fund (SOXX $240.40)
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VanEck Vectors Semiconductor ETF (SMH $290.19)
Q: Do you have a preference here or do you prefer a different semi conductor ETF? Tha nks
Q: BHC has dropped after earnings. How does the future look for this company? I have a 5% position and am still up 10%. Is it worth holding? Thanks!