Investment Q&A

Q: I haven’t been receiving market updates for a while so unfortunately I’ve missed a few buy/sell recommendations. I received my last question reply but not much else (checked spam folder as well). Was there a change recently to the email updates? My email hasn’t changed.

Thanks

Q: Please comment on latest results released Nov 1 after close and going forward. Add or hold.Txs for u usual great services & views

Q: Hi, Air Canada is finally moving . My question is what would be your suggestion as how high it can go based on period results and forecast or at what price it gets overvalued. I have this stock in RESP for long time and will need funds shortly. Thanks

Q: Please comment on the most recent quarterly results. Buy, Hold or Sell?

Q: Interested in your outlook for TTD? hanging around a 52 week and all time high.

Q: Hi There,

I own the first 3 companies in equal weightings and have done reasonably well with each. I’d like to buy AVGO but I need to sell one of the three.

All things considered which 1 do you think I should sell with a 5 year horizon.

Thank you!

Q: What would be a good entry point for MSFT, in your opinion ?

Q: Good Morning, I would like to know what you think of Robinhood's last quarter and future outlook for the company? Thank you.

Q: Being that the USD is quite high right now, what would be the best out of these three HHL ETFs to buy this fall? I have Canadian dollars so would be moving the money to USD to buy HHL.U. From their site it looks like the HHL.B is the best performer overall but I'm not clear how today's rates effect price etc.

Also would it make sense to have another fund like VHT or IYH to compliment HHL, which would give more upside over time? In one response you like VHT better - why is that?
Thanks so much!

Q: Comments on CNQ earning please ?

Q: Given all of the conflicting factors around the world and domestically, I am trying to organize my thinking regarding the energy sector. Can 5i please lay out some of the important issues and catalysts that may affect how we meet our energy needs in the near future. Can you also provide your thinking about the near term events that will specifically affect the North American energy industry? Including the new pipelines coming on stream shortly.

Take as many points as needed. Thank you,

Mike

Q: I know you don't follow closely companies outside NA, but still, would you have any opinion/information on this Korean company as there might increasing demands on memory chipson memory chips?

Q: Hi there, would it be wise for SPB to just cut the dividend now?

If SPB cuts the dividend by 60/70 %, would that actually help the shares finally stabilize somewhat as the market is asking for this? Where would you see the share price settle based on this scenario?

Thanks!

Q: Hi there, thanks for your answer regarding WGX. Follow up;

Are the shares currently trading at a fair price, cheap, etc? Can you provide ratios to support your views?

Your thoughts on not hedging at this point?

Your thoughts on current management/board?

Could WGX be a takeover target itself here?

Any two/three company ideas as to who would benefit taking them over?

Is the momentum for gold strong enough to break through $3K? Or could it fall sharply next week based on the US election results, your thoughts would be appreciated?

Thanks!

Q: What is your opinion of CNC as a near-term (for < 1 year) or long-term (5 years+) hold?
Do you believe its recent one month -14.37% drop to be strictly "election jitters"?
Thanks,
David

Q: Hello Peter,
With Brookfield moving its HQ to US, does this mean we will pay with withholding tax in our TFSA account for any dividends declared? Also, should one wait before adding to BN? Given Topicus's results, would it make sense to increase one's weight to from 2 percent to 3 percent .. Lastly, if one wants to stay conservative, would it make sense to sell TOI, and LMN and just focus on CSU? Much appreciate it

Q: Your thoughts on the quarter please?

Thx

Q: Given the stock is trading at essentially the value it has in cash on hand, with no debt and a client base from which to grow and expand - do you see much risk in acquiring at this price and what upside do you foresee?

Q: The last question in the Q&A for CoStar Group was in June. Do you have any more recent thoughts? What do you think of it for a long-term hold?

Q: Two questions (please take as many credits as needed):

Question 1:
BN has a 73% ownership interest in Brookfield Asset Management. BAM has a market cap of about $29B. How could one calculate the value of this 73% ownership of BAM based on market cap? I wasn't sure if the 73% was a figure of the total shares outstanding (and therefore value may be calculated as 0.73 x $29B) or whether the 73% interest was outside of the publicly listed shares (and therefore value would be calculated as much higher).

Question 2:
Based on the corporate restructuring announced, it says that "If approved, BAM will own 100 per cent of the asset management business, with Brookfield Corp.’s current 73 per cent interest held directly by owning approximately the same percentage of the publicly traded shares of BAM." Can you clarify what is changing here?