Q: Hi folks, opinion on Stc/t Q3 results recently reported....stock continues to be sold off, on minimal volume/interest.....hold 1/2 position at C$20sh...would be good time to avg down??....or wait for a reversal...guess bottom line is BUY/HOLD/SELL....thx as always, jb Piedmont QC
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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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BMO Equal Weight US Banks Hedged to CAD Index ETF (ZUB $34.52)
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BMO Equal Weight US Banks Index ETF (ZBK $38.72)
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SPDR S&P Regional Banking ETF (KRE $62.60)
Q: In the past I owned ZUB or ZBK for exposure to the US Banks. I would like to go back to these ETF. But when I look at the top 10 holdings I see JPM and BAC, but not MS or GS . Are MS/GS not considered as banks for these Etf or are just a smaller percentage? Would you have another suggestion for this specific sector?
Would regional banking KRE be a better choice at the moment.
Or something like IYG, even if I would prefer a canadian Etf.
Thanks again.
Would regional banking KRE be a better choice at the moment.
Or something like IYG, even if I would prefer a canadian Etf.
Thanks again.
Q: Could you comment on SNOW's current valuation at about 14x sales? Would you consider it a more compelling add today given it has growth on its side?
Q: Hello
"Taking a bath" on this one.
Do you see any reason for optimism?
Buy, sell or hold?
Thanks!
"Taking a bath" on this one.
Do you see any reason for optimism?
Buy, sell or hold?
Thanks!
Q: My 17 year old son wants to buy HAS shares for long term gains and dividend. Do you think the stock is a good candidate for buy-and-hold? Is PE 34 too high?
Thanks,
Thanks,
Q: With the probability of a June interest rate hike and GIC rates following,
would a lot of people be moving into GICs and out of stocks.
Thank You.
would a lot of people be moving into GICs and out of stocks.
Thank You.
Q: Hi Guys
Just an observation, but do you guys put as much thought into the entry price you pay for a security as you do on your research?
From my past experience, it has always been the entry price that determines if i make money or not.
An example would be Annergia & Xebec & Questor
Thanks! Gord
Just an observation, but do you guys put as much thought into the entry price you pay for a security as you do on your research?
From my past experience, it has always been the entry price that determines if i make money or not.
An example would be Annergia & Xebec & Questor
Thanks! Gord
Q: You mentioned that oil and gas was the best sectors to invest in right now. What companies would suggest that we could buy right now.
Could you name a few.
Enjoy the long weekend. Thanks, as always
Could you name a few.
Enjoy the long weekend. Thanks, as always
Q: I would like to harvest a tax loss on Intel and am thinking of using Nvidia as a proxy while I wait for a possible repurchase of Intel. Wondering if you think Nvda is the best option proxy wise or would you recommend something else? Many thanks.
Q: 1) What do you think the odds are of DND being able to reverse the ruling by the CMA?
2) Do you agree that if DND had to sell TMG it would reduce revenue by about 6%? This was my rough calculation based on 2021 DND annual revenue.
Thanks for your insights.
These questions are prompted by the following news release:
"The CMA has provisionally found that Dye & Durham's acquisition of TMG, which closed in July 2021, would lessen competition in the UK property search services market. The CMA also asserts that the only effective way to address the issues it has identified would be for Dye & Durham to sell TMG to a third party. Lastly, the CMA press release gives the erroneous impression that Dye & Durham failed to notify the CMA regarding the transaction when in fact there was no obligation to do so under applicable UK law, which provides only for voluntary notification.
Dye & Durham disagrees with the CMA's provisional findings and is evaluating its potential options. Dye & Durham complies with all laws and regulations in every market in which it operates. The Company has exercised every best effort to help the CMA with its review of the transaction, explain its benefits and offer a remedy proposal and is ready to continue to work collaboratively with the CMA going forward."
2) Do you agree that if DND had to sell TMG it would reduce revenue by about 6%? This was my rough calculation based on 2021 DND annual revenue.
Thanks for your insights.
These questions are prompted by the following news release:
"The CMA has provisionally found that Dye & Durham's acquisition of TMG, which closed in July 2021, would lessen competition in the UK property search services market. The CMA also asserts that the only effective way to address the issues it has identified would be for Dye & Durham to sell TMG to a third party. Lastly, the CMA press release gives the erroneous impression that Dye & Durham failed to notify the CMA regarding the transaction when in fact there was no obligation to do so under applicable UK law, which provides only for voluntary notification.
Dye & Durham disagrees with the CMA's provisional findings and is evaluating its potential options. Dye & Durham complies with all laws and regulations in every market in which it operates. The Company has exercised every best effort to help the CMA with its review of the transaction, explain its benefits and offer a remedy proposal and is ready to continue to work collaboratively with the CMA going forward."
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Canaccord Genuity Group Inc. Cumulative 5-Year Rate Reset First Preferred Shares Series C (CF.PR.C $23.85)
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Brookfield Office Properties Inc. Class AAA Preference Shares Series GG (BPO.PR.G $19.18)
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TransAlta Corporation cumulative redeemable rate reset first preferred shares series E (TA.PR.H $25.03)
Q: I've been trying to figure out this inflation/interest rate mess as it relates to my RRSP. I dumped a bunch of low rate government strip bonds in January and I'm thinking of replacing them with these 3 preferreds. They're fixed-rate resets yielding in the 5 to 6% range. They are all below the recall price. I know that trade volumes are low. What do you think?
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Apple Inc. (AAPL $232.78)
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Costco Wholesale Corporation (COST $975.39)
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Alphabet Inc. (GOOGL $202.94)
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Microsoft Corporation (MSFT $522.48)
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Eli Lilly and Company (LLY $684.43)
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Pfizer Inc. (PFE $25.11)
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Constellation Software Inc. (CSU $4,256.68)
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Western Forest Products Inc. (WEF $12.45)
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BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $164.35)
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Aritzia Inc. Subordinate Voting Shares (ATZ $76.76)
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ECN Capital Corp. (ECN $2.81)
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Nutrien Ltd. (NTR $78.63)
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Brookfield Asset Management Inc Class A Limited (BAM $62.11)
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Boyd Group Services Inc. (BYD $211.76)
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Dye & Durham Limited (DND $10.96)
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Topicus.com Inc. (TOI $163.78)
Q: What order and at what price would you nibble at the stocks listed (already own them all at this point but no full positions other than Cost) + brief explanation why?
Is there any other screaming buys you would recommend at this time regardless of sector , Thanks for your help with my portfolio
Is there any other screaming buys you would recommend at this time regardless of sector , Thanks for your help with my portfolio
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Brookfield Renewable Partners L.P. (BEP.UN $33.56)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $45.55)
Q: BEPC/BEP.UN seems to be one of your darlings in utility/renewables sector and you have been highly recommending it for a combination of growth and income. However, it's one of the worst performing stocks in my portfolio in the past two months and I'm wondering what's wrong with it (or what's changed)? The stock is down 20% while others either just declined slightly (e.g. EQN) or even had gains (e.g. FTS). It looks like, during recent selloff, the BEPC stock is behaving more like a technology stock rather than a utility. Do you have any explanation for such a big drop? Are you still considering this company one of the best utility/renewables investments? Thanks.
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $199.46)
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Enthusiast Gaming Holdings Inc. (EGLX $0.11)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.85)
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Pinterest Inc. Class A (PINS $36.35)
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Palantir Technologies Inc. (PLTR $181.02)
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Unity Software Inc. (U $38.42)
Q: I hold the following and each one is down to a point where each one represents approximately 1% of my portfolio.
LSPD, SHOP, EGLX, PLTR, PINS, U
1- Should I let any of them go to deploy in the others?
2- Can you please rate them in order of best growth over the next 4-5 years.
3- Can you please rate them in order of lowest risk over the next 4-5 years.
Thanks for all you do!
LSPD, SHOP, EGLX, PLTR, PINS, U
1- Should I let any of them go to deploy in the others?
2- Can you please rate them in order of best growth over the next 4-5 years.
3- Can you please rate them in order of lowest risk over the next 4-5 years.
Thanks for all you do!
Q: MED has been trickling downwards for sometime, announced a pretty decent Q May 2 rewarded with a bump but then back downwards. Today an almost 8% further drop.
Any idea why?
Thanks.
Any idea why?
Thanks.
Q: Good day to you
what is your opinion about IBM in this current market
thanks
georges
what is your opinion about IBM in this current market
thanks
georges
Q: This company looks to be very interesting. TD were promoting it today for a hefty increase in price.
What is your view.
Thank you.
PB
What is your view.
Thank you.
PB
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Alphabet Inc. (GOOG $203.82)
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ARK Next Generation Internet ETF (ARKW $160.01)
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Digital Turbine Inc. (APPS $4.30)
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Celsius Holdings Inc. (CELH $56.67)
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Upstart Holdings Inc. (UPST $63.83)
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Affirm Holdings Inc. (AFRM $77.02)
Q: During the recent short run up these were up a lot: UPST was up 75%, CELH was up 22%, AFRM was up 70%, ARKW up 15%. They have not fallen back as much as others with this big drop in NASDAQ May 18. Should I be adding to them? They seem to outpace most of the other ones. Reading Seeking Alpha, GOOGLE's account in Russia was frozen and indicated they were going bankrupt in Russia and moving out of there. Doing a lot of research, I come across Jeff Brown (Micro chip expert) you probably are aware of him - and he said a Dutch company (I have heard of it before ASML - price is about $630) said this would be the number 1 chip stock for the next many years. More than one answer would be helpful for the above questions. I realize it may cost an extra credit or 2 for this. Thank you,
Q: Any reason for the 8% drop to $93.36 today on DOO. Dutch Auction"s price was $103. Txs for u usual great services & views.
Q: Is it too soon to start adding to this ETF or would you hold off for the next couple of months, expecting more downside. I am down about 16 percent at the moment..
Thanks, Lesley
Thanks, Lesley