Q: Is this a good time to enter MDI and RIV?
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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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Biogen Inc. (BIIB $128.93)
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Pfizer Inc. (PFE $24.65)
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Knight Therapeutics Inc. (GUD $6.42)
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Theratechnologies Inc. (TH $4.42)
Q: With the patent protection now extended for drugs for two years longer, do you have any suggestions as to co's in that space that might benefit?
Q: Would you prefer this company over WPK or the other way around. Thanks, Bill
Q: Hi Folks
Any news on TEAM? It has taken a bit of a hit. I know there was a downgrade on it but do you see anything to be aware of that may become an issue?
Also should we be buy more oil/energy comapnies now? Which are your favorites? What total weighting for 2 to 5 years?
Thank you once again.
Any news on TEAM? It has taken a bit of a hit. I know there was a downgrade on it but do you see anything to be aware of that may become an issue?
Also should we be buy more oil/energy comapnies now? Which are your favorites? What total weighting for 2 to 5 years?
Thank you once again.
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Brookfield Renewable Partners L.P. (BEP.UN $34.05)
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Brookfield Property Partners L.P. (BPY.UN $23.29)
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Brookfield Infrastructure Partners L.P. (BIP.UN $41.80)
Q: Please could you provide the payout ratio for these companies - BEP.UN, BIP.UN, BAM.A, BPY.UN.
Any concerns you see with the current payout ratios?
Please feel free to deduct as many credits.
Thank you so much for your valuable service.
Any concerns you see with the current payout ratios?
Please feel free to deduct as many credits.
Thank you so much for your valuable service.
Q: What's your thoughts on the muddy water report?
Q: Hi team,
I have not asked about ROKU since May. I have a sizeable position in it as I like its prospects as a major platform provider in the TV streaming space. It has done well this year and every time I am thinking about trimming back, I read another article touting its takeout potential due to its attractive position in the space. There was an article in Barron’s this week speculating that ROKU is now big enough to interest any one of the big tech/media giants. Even AMZN is viewed as a potential buyer even though it is a competitor with its Fire TV services. I know you guys don’t like picking stocks for their buyout potential, but I am wondering about your current outlook on ROKU. It never shows up on your list of favourite U.S. growth stocks and subscribers ask that question almost every week. Is it on your B list?
Thanks again,
dave
I have not asked about ROKU since May. I have a sizeable position in it as I like its prospects as a major platform provider in the TV streaming space. It has done well this year and every time I am thinking about trimming back, I read another article touting its takeout potential due to its attractive position in the space. There was an article in Barron’s this week speculating that ROKU is now big enough to interest any one of the big tech/media giants. Even AMZN is viewed as a potential buyer even though it is a competitor with its Fire TV services. I know you guys don’t like picking stocks for their buyout potential, but I am wondering about your current outlook on ROKU. It never shows up on your list of favourite U.S. growth stocks and subscribers ask that question almost every week. Is it on your B list?
Thanks again,
dave
Q: Should I sell CLDR or stay with HDP merger ? TXS
Q: Good day team,
Two years ago you weren't too positive about VRTX. What do you think of it now? Would you be a buyer based on its momentum and valuation?
Thank you for your insight!
Two years ago you weren't too positive about VRTX. What do you think of it now? Would you be a buyer based on its momentum and valuation?
Thank you for your insight!
Q: Good Morning,
On average how long do strategic reviews take to complete? Does 3-6 months seem reasonable? They are coming up to 3 months so wondering if you think year end is a reasonable time frame to hear something? With Brent oil prices hovering around $85 things look even better for them.
Thanks
On average how long do strategic reviews take to complete? Does 3-6 months seem reasonable? They are coming up to 3 months so wondering if you think year end is a reasonable time frame to hear something? With Brent oil prices hovering around $85 things look even better for them.
Thanks
Q: Is the current market price a decent entry point for these two stocks, in your opinion? I'm looking for relatively secure income rather than much growth.
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Stars Group Inc. (The) (TSGI $37.49)
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Norbord Inc. (OSB $56.97)
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Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A $19.78)
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Western Forest Products Inc. (WEF $12.20)
Q: I am getting beat up by the above companies --all down 20 to 27%.
I am not comfortable with these kind of losses--usually bail out around 10%
Which proves to be a mistake sometimes.
What is your reccomendation SELLor HOLD and for how long if you are suggesting I hold.
Thanks
Peter
I am not comfortable with these kind of losses--usually bail out around 10%
Which proves to be a mistake sometimes.
What is your reccomendation SELLor HOLD and for how long if you are suggesting I hold.
Thanks
Peter
Q: With all the subsidies benefiting US car industry. Do you think it is beneficial to start a position on a company like GM?
Or, Would it be better to invest in companies which develop autonomous cars? Can you suggest any such names of software or hardware for autonomous vehicles? I already have a half position in MG.
Or, Would it be better to invest in companies which develop autonomous cars? Can you suggest any such names of software or hardware for autonomous vehicles? I already have a half position in MG.
Q: Is this a good entry point into BHC and ARE?
Q: I have done well on IAT. I know this is not your area of expertise but generally
could I have your view on US Regional Banks going forward. Thanks.
could I have your view on US Regional Banks going forward. Thanks.
Q: I'm a little confused. Hoping you can help. In their last news report, they have now sold the Petro chemical plant which I understood was to be a big driver of future profits. Stock has not sold off, can you explain how this will benefit company in future?
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BCE Inc. (BCE $33.77)
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Enbridge Inc. (ENB $65.23)
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TC Energy Corporation (TRP $69.05)
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Fortis Inc. (FTS $69.63)
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Brookfield Renewable Partners L.P. (BEP.UN $34.05)
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Emera Incorporated (EMA $65.21)
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Algonquin Power & Utilities Corp. (AQN $7.92)
Q: I want to consolidate my utility sector as I have too many.I currently own the below in my non registered account. Which would you sell and which would you add to? Below are the weightings:
EMA 5.7, BEP 3.4, ENB 5.2, FTS 5.10 , AQN 3.0, BCE 7.5, TRP 3.3
Looking for income
Thanks for your great service,
EMA 5.7, BEP 3.4, ENB 5.2, FTS 5.10 , AQN 3.0, BCE 7.5, TRP 3.3
Looking for income
Thanks for your great service,
Q: Hi Peter, know as the nafta deal is over where do you see our Canadian $$ against US. $$$. Thanks Alnoor
Q: Hi 5i,
Looks like AC is down 6.5% this week. I can't find any news that would cause the drop. Oil prices??
Dennis
Looks like AC is down 6.5% this week. I can't find any news that would cause the drop. Oil prices??
Dennis
Q: May I please have your opinion and analysis on A.O. Smith, a company that was just downgraded by Goldman Sachs. Also, is Edwards Lifesciences worth holding or do you have an alternative choice in the sector?
With appreciation,
Ed
With appreciation,
Ed