Q: I am not doubting GCs repurchase intentions but I'm curious...many companies issue repurchase intentions. How many actually buy the stated amount or even buy any?
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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.
Q: What would have caused the jump in the stock today?
Mike
Mike
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Global X Nasdaq-100 Index Corporate Class ETF (HXQ)
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RBC Global Technology Fund Series D (RBF1042)
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TD Global Technology Leaders Index ETF (TEC)
Q: Peter,
Looking for either (unhedged ) ETF or Mutual fund in Canadian dollars that captures the Info Tech space, predominantly outside of Canada.
Thank you
Paul
Looking for either (unhedged ) ETF or Mutual fund in Canadian dollars that captures the Info Tech space, predominantly outside of Canada.
Thank you
Paul
Q: What are your thoughts of Vanguard’s new global bond fund? Would you consider this a reasonable one stop fund for fixed income? Thanks
Q: I have read the q and a's on the proposed split but I am still confused so please bear with me if this is a repeat question. I currently hold 100 shares in my US Rrsp account as the dividends are paid in US dollars so this avoids any exchange fees. I understand that I once the conversion occurs I will own 40 shares of the new company. Should I sell before the conversion to maximize my US dollars and buy Bep in my Canadian Rrsp account? I guess I just need to understand the implications. Thank you.
Q: Hello,
My value screen surfaced Israel Chemicals Ltd. recently. It has quite decent fundamentals.
So how does an NYSE-traded company with $6B (2018) in revenue and a market cap of $18B that is a significant miner of bromine and potash and exporter of fertilizers ... not have any North American analysts following it as far as I can tell, and seemingly low trading volumes? Is it because it is based in Israel and also trades there?
I'd appreciate hearing your perspective. Thanks as always!
My value screen surfaced Israel Chemicals Ltd. recently. It has quite decent fundamentals.
So how does an NYSE-traded company with $6B (2018) in revenue and a market cap of $18B that is a significant miner of bromine and potash and exporter of fertilizers ... not have any North American analysts following it as far as I can tell, and seemingly low trading volumes? Is it because it is based in Israel and also trades there?
I'd appreciate hearing your perspective. Thanks as always!
Q: Hi, I'm currently holding these stocks for Tech (21% of portfolio):
SHOP,KXS,GIB.A,FB,GOOG, LSPD, CSU, XLNX
I've been looking at TEAM, TTD, AYX but haven't pulled the trigger. Would any of these overlap with my current holdings? Which one would you purchase to compliment my current holdings? I know its highly personal as well, but what would be your max sector allocation? I'm a long term growth investor. Thanks!
SHOP,KXS,GIB.A,FB,GOOG, LSPD, CSU, XLNX
I've been looking at TEAM, TTD, AYX but haven't pulled the trigger. Would any of these overlap with my current holdings? Which one would you purchase to compliment my current holdings? I know its highly personal as well, but what would be your max sector allocation? I'm a long term growth investor. Thanks!
Q: Any thoughts on Peleton as an investment?
My understanding is that they are not yet profitable, but they are still expanding their exposure in North American households through an increase in their subscriber base. A recent BNNBloomberg article also indicated that they have made plans to improve the breadth of their exercise machine catalog, through offering multiple price points on the exercise bicycles that they sell (I also see that they sell treadmills in the US, but it seems as if they have not added this as a purchase option on their Canadian website at this time), as well as potential plans to offer rowing machines in the future. I have read separately that they made a recent purchase of a Taiwanese company by the name of Tonic, in order to secure their supply chain for equipment, and that they have established a relationship with a company by the name of Affirm, in order to offer monthly payment plans for their equipment.
The company is now trading at $27.86, about 4% below its IPO price of $29. I would imagine that the most meaningful revenue source for Peleton would be from its subscription base rather than its equipment sales, as subscriptions are recurring and maintaining video/interactive conent would probably not require as much in terms of input costs per dollar of revenue as would manufacturing exercise machines for sale.
My main concerns regarding this company is that the potential for competition is profound (both in terms of manufacture and sale of equipment, as well as in their subscription program for fitness training). On the positive side of things, they have built up brand recognition and loyalty, which is not easy; and goodwill is an important part of any company's valuation.
I would be using the proceeds from the sale of my holdings in Cineplex to fund this investment (about 2% of portfolio), so it would not change my exposure to the Consumer Discretionary sector.
As always, I look forward to your response. Thanks so much!
My understanding is that they are not yet profitable, but they are still expanding their exposure in North American households through an increase in their subscriber base. A recent BNNBloomberg article also indicated that they have made plans to improve the breadth of their exercise machine catalog, through offering multiple price points on the exercise bicycles that they sell (I also see that they sell treadmills in the US, but it seems as if they have not added this as a purchase option on their Canadian website at this time), as well as potential plans to offer rowing machines in the future. I have read separately that they made a recent purchase of a Taiwanese company by the name of Tonic, in order to secure their supply chain for equipment, and that they have established a relationship with a company by the name of Affirm, in order to offer monthly payment plans for their equipment.
The company is now trading at $27.86, about 4% below its IPO price of $29. I would imagine that the most meaningful revenue source for Peleton would be from its subscription base rather than its equipment sales, as subscriptions are recurring and maintaining video/interactive conent would probably not require as much in terms of input costs per dollar of revenue as would manufacturing exercise machines for sale.
My main concerns regarding this company is that the potential for competition is profound (both in terms of manufacture and sale of equipment, as well as in their subscription program for fitness training). On the positive side of things, they have built up brand recognition and loyalty, which is not easy; and goodwill is an important part of any company's valuation.
I would be using the proceeds from the sale of my holdings in Cineplex to fund this investment (about 2% of portfolio), so it would not change my exposure to the Consumer Discretionary sector.
As always, I look forward to your response. Thanks so much!
Q: Pro shares -SSO
DO you think this is too risky for average investor? Any way to protect downside risk?
DO you think this is too risky for average investor? Any way to protect downside risk?
Q: Do you feel that the coronavirus will interrupt Chinese inventory flow of items to Dollarama stores?
Q: Do the recent results/news change your view on Uber?
What does that stock look like in 2 or 3 years?
What does that stock look like in 2 or 3 years?
Q: I'd appreciate your take on Premier Health which no analyst seems to cover. I discovered it while searching for other publicly-traded companies that use OSCAR as a platform for their electronic medical record (EMR) offerings.
WELL Health has been very clear that they are in the hunt for OSCAR-related assets - it so happens that PHGI has three of them (JunoEMR, KindredEHR and ClinicAid). They also have a couple of other assets that WELL would like to have or planning to develop (e.g. 4 clinics, a patient portal, telemedicine, a medical billing app, 2 pharmacies, interactive kiosks, etc.).
WELL Health has been very clear that they are in the hunt for OSCAR-related assets - it so happens that PHGI has three of them (JunoEMR, KindredEHR and ClinicAid). They also have a couple of other assets that WELL would like to have or planning to develop (e.g. 4 clinics, a patient portal, telemedicine, a medical billing app, 2 pharmacies, interactive kiosks, etc.).
Q: Hi Guys,
With the two recent upgrades to Norbord, would it make sense to buy some now?
Thanks for your help.
With the two recent upgrades to Norbord, would it make sense to buy some now?
Thanks for your help.
Q: hi there,
Often see questions about how to invest in AI - thought i would pass this article on - interesting perspective and investment portfolio:
https://seekingalpha.com/article/4316399-ai-portfolio-40-growth-yoy-review-and-adjustments
Often see questions about how to invest in AI - thought i would pass this article on - interesting perspective and investment portfolio:
https://seekingalpha.com/article/4316399-ai-portfolio-40-growth-yoy-review-and-adjustments
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Danaher Corporation (DHR)
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Medtronic plc. (MDT)
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Stryker Corporation (SYK)
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iShares U.S. Medical Devices ETF (IHI)
Q: Hi, I've held ISRG for a few years now, am up 25% but was honestly expecting more. It's traded largely sideways since Sept of 2018. 5i and I both seem to have similar (great) expectations for this company, but they just can't break $620 or so.
I'm tempted to dump ISRG and pick up some IHI which includes a number of other seemingly great companies that are on my watch list. However, I keep thinking ISRG is on the brink of its next big leg up. From my research, I have ISRG at the bottom of its long term channel - which if it holds - would have stock price growth at 40% from here...
Help me decide: hold (even add) to ISRG, or dump it and pick up IHI. Perhaps a bit of column A and column B?
Cam
I'm tempted to dump ISRG and pick up some IHI which includes a number of other seemingly great companies that are on my watch list. However, I keep thinking ISRG is on the brink of its next big leg up. From my research, I have ISRG at the bottom of its long term channel - which if it holds - would have stock price growth at 40% from here...
Help me decide: hold (even add) to ISRG, or dump it and pick up IHI. Perhaps a bit of column A and column B?
Cam
Q: This was one of Peters top picks. Still like it as of today or move on?
Q: Hi 5i Team,
I bought Merck a few days ago aiming to balance my portfolio, yesterday the reaction of the market was negative , a 5% drop, after they reported earning combined with announcement of spinning off three divisions,.
Was the spin off is that negative?
What is your outlook of this company.
Thank you for your professional and helpful advice as always.
I bought Merck a few days ago aiming to balance my portfolio, yesterday the reaction of the market was negative , a 5% drop, after they reported earning combined with announcement of spinning off three divisions,.
Was the spin off is that negative?
What is your outlook of this company.
Thank you for your professional and helpful advice as always.
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American Tower Corporation (REIT) (AMT)
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Crown Castle Inc. (CCI)
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ONEOK Inc. (OKE)
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National Grid Transco PLC PLC (NEW) American Depositary Shares (NGG)
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MasTec Inc. (MTZ)
Q: Hi 5I Team
I am looking for a US stock in the Global Infrastructure (like BIP.un) with growth & dividend only even low. (no distributions like .UN)
Thanks Best Regards
I am looking for a US stock in the Global Infrastructure (like BIP.un) with growth & dividend only even low. (no distributions like .UN)
Thanks Best Regards
Q: Lufthansa looks incredibly undervalued.
What can you tell me about it - pros and cons as a buy and hold investment?
What can you tell me about it - pros and cons as a buy and hold investment?
Q: I had thought there would be a flurry of questions based upon today's announcement, but here goes. I wonder about your reaction and whether you would wait for the interest to die down a bit or would you buy now?
Thanks.
Thanks.