Q: I find this AI and Robotic space interesting, and I am impressed recent results. Looking at taking on a small entry position. Can you give me your thoughts on this company? Thanks John
Q: I’m wondering if there are any Canadian and/or US listed sector specific REIT etfs for multi-family, residential, and industrial only (no office or retail)? Thanks
Q: The Canadian energy sector is doing fantastically well. ( Especially mid cap companies like Whitecap). I have some American money I would like to invest and would appreciate, if possible, some suggestions of both American oil and natural gas companies that you think might have considerable upside as we move forward in 2022/2023. Thanks as always for your insight and support.
Q: Hi,
BIR, WCP, PEY, CVE, GXE, & ERF have significant gains in my portfolio.
SGY, and HWO on the other hand have laggard in this sector.
I would like your guidance if I should sell any of these at this time or hold. If hold for now, what should I watch out for?
Q: If Netflix is down 25% at the open of trading, isn’t this an amazing buying opportunity for long term investors? Seems to me the causes for concern are only temporary and not part of a long term trend. Am I missing something?
Q: Hi Team,
Looking backwards with 20/20 hindsight vision…buying oil stocks at bottom basement levels a couple years ago is looking like it was the opportunity of generation with some names nearing 10x bagger levels off bottom and still climbing. I missed this opportunity . My question is today …are there any specific names or sectors that you see as if we bought today , that we might be looking back in 5yrs with the same type of view thankful that we bought in today? Please list your best ideas. Thanks!
Shane
Q: This is a $160,000 000 IPO for DRR.U (probable ticker), available through RBC for one. They will own - subsequent to acquisition - over 3,000 townhouse units in the US, with occupancy at 96%. The price is not set, nor the expected distribution. It also seems like over 40% will be held by some of the forming partners (some of the properties are being bought from them).
I would appreciate your opinion on this one, particularly with regards to any red flags you can spot!
Thanks! Paul K
Q: your opinion and preference of the above 2 o & g drillers wd be appreciated. Wd u prefer precision drilling notwithstanding its great advance in value ?
Q: Hi, I just finished reading your report on TFII which outlined it’s history of acquiring smaller trucking companies within the fragmented trucking industry. Got me too thinking about the probability of TFI making a bid for Titanium Transportation. Do you see a takeover as a possibility why or why not and the probability on a scale of 1-10 whereby 10 is most likely.
Q: Hi,
Just seeing the Seeking Alpha bit on Guyana and XOM. Do you have any thoughts you would be able to add? Should I be concerned this is large enough to affect XOM's balance sheet?
Thanks for all you sage advice - always appreciated!
Dawn
Q: You mentioned "rate declines" in one of your comments on TFII yesterday. What exactly are the rate declines you refer to? Thanks.
5I RESEARCH ANSWER:
TFII is getting hit on rate declines and recession fears, so much depends on an investors' time frame. It may stay weak in the short term. But we think $95 would be quite attractive, and it could get there on some market weakness.