Q: Q: Could you please provide update on ALB. What is their balance sheet? Would you buy it?
Thank you for great service,
Milan
Thank you for great service,
Milan
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Could you please give me your thoughts on PayPal? I know you have said before you prefer other names in the space. PayPal reported earnings last week and revenue is still falling. Unbranded TPV is really dropping. But growth in branded experiences and Venmo are accelerating. Management is trying hard and am wondering if I should give them a few more quarters. Thanks.
Q: Considering adding to a small position that I'm even on, according to RBC, there are only 4 analysts covering this stock, 1 sell, 1 hold and 2 buys. I know 5i highly regards this company, in my mind for a good reason, I would have thought it would have more than 4 analysts and would have had a better rating. Curious why someone would rate it a sell?
Q: Can I get your take on this small cap company please?
They seem to have successfully pivoted away from money losing west African drilling operations last year, and subsequently locked in longterm consistent copper drilling contracts in Chile. I like their recent focus on profits above revenue growth, and they appear to be on pace for what I assume to be conservatively atleast 0.21 eps this year (pretty cheap). I know debt is high but should be able to continue paying it down in this environment. Am I off here? This is a small position in a risk seeking small cap portfolio but I’m considering averaging up on any weakness. Thanks.
They seem to have successfully pivoted away from money losing west African drilling operations last year, and subsequently locked in longterm consistent copper drilling contracts in Chile. I like their recent focus on profits above revenue growth, and they appear to be on pace for what I assume to be conservatively atleast 0.21 eps this year (pretty cheap). I know debt is high but should be able to continue paying it down in this environment. Am I off here? This is a small position in a risk seeking small cap portfolio but I’m considering averaging up on any weakness. Thanks.
Q: I have recently moved $100k into a self-directed RRSP and would like to deploy. Funds are in CAD. Given the current outlook on tariffs and general market sentiment what ETFs and Bonds should I buy for a longer-term growth hold 5-7 year+ that are likely to do well given the recent downturn. Please include a European ETF suggestion and a bond suggestion. Thanks!
Q: You prefer VIU over MGQE. Are there other ETF's that you would add to increase the 'out of North America' trade?
-
NVIDIA Corporation (NVDA $204.93)
-
NextEra Energy Inc. (NEE $81.78)
-
Trane Technologies plc (TT $450.02)
-
RTX Corporation (RTX $177.14)
Q: I have some new money to put into my TFSA, but I'm stuck trying to figure out what to buy. For a 5+ year time frame, can you suggest 2 or 3 sectors, and 5 stocks to consider, including entry prices? Thank you
-
Brookfield Renewable Partners L.P. (BEP.UN $42.25)
-
Brookfield Business Partners L.P. (BBU.UN $48.81)
-
Brookfield Infrastructure Partners LP Limited Partnership Units (BIP $33.67)
Q: May I have your comments on earnings please
Q: I am retired with no monthly income. Only income last year was from capital gains. Should I continue using Capital Gains or withdraw RRSP or withdraw LIRA.
I have RRSP and LIRA and was thinking of withdraw monthly from one of them. Which one is best option to withdraw money first. I have 250k in each account.
Is there any books or video that you can suggest.
Thanks for your great service
I have RRSP and LIRA and was thinking of withdraw monthly from one of them. Which one is best option to withdraw money first. I have 250k in each account.
Is there any books or video that you can suggest.
Thanks for your great service
Q: Artemis is now producing and expanding ,this generally when little companies get taken out . Do you feel there is a chance of this and more importantly who could be the buyer IF this happens.
Q: Hi 5I,
Between these two which would be your preference for holding in a TFSA?
Thankyou,
Jane
Between these two which would be your preference for holding in a TFSA?
Thankyou,
Jane
Q: Just wanted to clarify that E is indeed profitable and has a decent balance sheet. How is it that they are not cash flow positive ? Any comments on the recent acquisition - seems to be well received
Q: Just noticed that EIF has a DRIP. Does the DRIP offer a discount?
Sheldon
Sheldon
-
Lumentum Holdings Inc. (LITE $201.87)
-
Itron Inc. (ITRI $103.00)
-
Applied Optoelectronics Inc. (AAOI $35.64)
-
Coherent Corp. (COHR $132.71)
Q: NYSE Coherent Corp. (COHR)
How many other competitors are doing the same thing as COHR?
Do they have a moat.
Thank you.
How many other competitors are doing the same thing as COHR?
Do they have a moat.
Thank you.
-
Toronto-Dominion Bank (The) (TD $115.03)
-
Bank of Nova Scotia (The) (BNS $91.80)
-
Canadian National Railway Company (CNR $137.19)
-
Bank of Montreal (BMO $173.78)
-
Fortis Inc. (FTS $70.31)
-
First Capital Realty Inc. (FCR)
-
Lumine Group Inc. (LMN $32.44)
Q: Hi Peter, I would like to get your opinion regarding a TFSA income portfolio with a bit of growth coming from Lumine. Can you give me your thoughts on dividend safety and dividend growth of the following. The objective is to use income in retirement and have a bit of growth. Dividends have been targeted at 4-5% as an average.
thank you in advance
thank you in advance
Q: What a big drop today, any reason? Is that because the earning missing or Buffett is stepping down? What your advise for the future of Brk.B? Do you think Brk.b still go for buying or holding? Many thanks.
-
Intuitive Surgical Inc. (ISRG $532.98)
-
JPMorgan Chase & Co. (JPM $310.96)
-
Eli Lilly and Company (LLY $849.49)
-
UnitedHealth Group Incorporated (DE) (UNH $346.01)
-
Intact Financial Corporation (IFC $260.06)
-
Royal Bank Of Canada (RY $146.20)
Q: Hi group am short on healthcare and financials'.
Should i add to LLy on present weakness or ISRG /United health also on weakness seems like United and LLY are the best choices due to the pullback.? what do you think or is there a better play in the sector?
Financials are also weak in my portfolio should i buy JPM and Ry or simply buy ETFs in US /CAD looking for decent return with minimal risk....thanks for you help
Should i add to LLy on present weakness or ISRG /United health also on weakness seems like United and LLY are the best choices due to the pullback.? what do you think or is there a better play in the sector?
Financials are also weak in my portfolio should i buy JPM and Ry or simply buy ETFs in US /CAD looking for decent return with minimal risk....thanks for you help
Q: Down almost 45% on this one in my TFSA.Just hit 52wk low. Worth holding or move on?
Q: Do you think ADBE will be a long-term winner, given the AI impact on its business? If you like the company long term, would you average down on it and at what price would look attractive to you?
-
Axon Enterprise Inc. (AXON $743.77)
-
Berkshire Hathaway Inc. (BRK.B $476.96)
-
Amazon.com CDR (CAD Hedged) (AMZN $28.89)
Q: Am thinking of selling either AMZN or BRK-B (both with a small loss) in exchange for AXON. In what order of preference would you put these for best long term growth?