Q: BKNG has consistently found its way into your high conviction “top 10” type lists in response to member questions, including very recently for a 3 to 5 year hold. Just curious about your current thinking of when/how to step in to a new position? I’m puzzling over the shorter term and the latest concerns over travel in and out of the U.S. and the possible effect on Bookings revenue?
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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: I will have about 100k to invest shortly, however requiring this money in 2 years time. How would you invest this money in this market? Is there appeal buying the “dip”, purchasing great businesses at a discount? Or is it too risky with my time frame? Money will be held in a TFSA. Thank you
Cnd or US.. growth/dividend/GIC?
Much appreciated for all that you do! Your services have been invaluable.
Cnd or US.. growth/dividend/GIC?
Much appreciated for all that you do! Your services have been invaluable.
Q: I hold Wsp in a tfsa and I am looking for a Canadian “construction” firm or similar company that I can pair with to take advantage of government infrastructure investment that will compliment Wsp. Recommendations and reasoning? Thanx.
Q: What is happening with Canadian Gold Corp (CGC.VN) lately... up 65% this month? I've held it for years now at a loss and am wondering whether to quit while I'm ahead or hang on to it. (It was a bit of good news amidst this overall mess.)
Q: You recently suggested to Brian that alumine would be a good buy. You have generally been positive on lumine. I have some but have been hesitant to buy more. In contrast, I have a full 5% and even more in CSU. For an older person with a more or less balanced portfolio and with some risk tolerance, what percentage would you suggest?
Thanks as always for your great work
Thanks as always for your great work
Q: I plan to invest in LUN in my TFSA for potentially some capital gain + copper demand+dividends,what are then risks ( including tariffs)vs favorable points ?
Q: Good Evening
My question is about FC -Firm Capital Mortgage Corporation.
In your universe there are several convertible unsecured FC debentures but not the actual FC.
Can you please provide some information about this company. Their dividend was not cut since 2004. Is it suitable for an investor who is interested in relatively less risky investments with predictable income streams.
Thank you.
My question is about FC -Firm Capital Mortgage Corporation.
In your universe there are several convertible unsecured FC debentures but not the actual FC.
Can you please provide some information about this company. Their dividend was not cut since 2004. Is it suitable for an investor who is interested in relatively less risky investments with predictable income streams.
Thank you.
Q: With a flight to quality looming due to the uncertain outcome of a global tariff war, how do perpertual preferred shares fit into a conservative fixed income portfolio?
Q: HUV used to be a short on market VIX
Do you know the new symbol RAK
Do you know the new symbol RAK
Q: Down 47% on CTS. Up on TOI 33% and LMN 22% on taxable account. My question is it time to let go of CTS and increase the other two? Also have NVDA in this account essentially even. All were bought at the same time. Thanks
Q: I just read that you are saying there is a 10% tax on the sale of limited partnership shares. Is that only for US LPs? Or are you saying that when I sell my bip.un shares, that i will have to pay a 10% tax on the proceeds, independent of whether there is a gain or loss from the sale?
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Oracle Corporation (ORCL)
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Descartes Systems Group Inc. (The) (DSG)
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Kinaxis Inc. (KXS)
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SAP SE ADS (SAP)
Q: what 3 metrics do you use to value DSG. compare these to the last 3 years is DSG close to a duopoly. if not name their major competitors. thanks Richard
Q: Just to clarify- when you discuss a companies P/E ratio are you referencing forward or "backward"?
Q: What should I understand about “Target Price?”
For example, what is the implied time horizon?; is this meant to guide investment decisions of buying and selling based upon forecast highs and lows?
Since you include this in your Company Profiles I assume that it provides something valuable.
For example, what is the implied time horizon?; is this meant to guide investment decisions of buying and selling based upon forecast highs and lows?
Since you include this in your Company Profiles I assume that it provides something valuable.
Q: May I have your current opinion of this company; quality of management and growth. Thanks
Q: Hi there,
Of these 3 stocks how would you rate to buy now growth from a 3-5 year perspective?
Thank you.
Of these 3 stocks how would you rate to buy now growth from a 3-5 year perspective?
Thank you.
Q: Are we nearing any levels where something is a screaming buy or do we need more washout?
Q: Hi 5i team,
What would be the equivalent of PHYS and XGD in the U.S. markets?
Thanks for your help.
Harry
What would be the equivalent of PHYS and XGD in the U.S. markets?
Thanks for your help.
Harry
Q: I was wondering about your practice of selling covered calls. Do you hold off in environment like this? With all of the uncertainty, there could be a dramatic turn in either direction. Do you wait for things to settle down to get a clearer sense of where things are heading or do you continue in this environment?
Thanks
Thanks
Q: Morning Peter and team,
I am thinking of getting some exposure to gold and would appreciate your suggestion as to how I should go about it, e.g. mining companies, stocks, etfs, physical gold, etc?
Thanks,
H
I am thinking of getting some exposure to gold and would appreciate your suggestion as to how I should go about it, e.g. mining companies, stocks, etfs, physical gold, etc?
Thanks,
H