Q: Why does bip.un offer a substantially bigger dividend yield than bam.a?
I own both and plan to add more, part of me says to increase bam.a for broader coverage however I cannot get past bip.un recent performance and better dividend.
Q: Can you please comment on VEEV latest earnings released yesterday. Was there anything of particular interest to note from the call yesterday (either good or bad)? Were results so bad to warrant the big drop today? Do you still think this is a good medium to long term hold (5-10 years)?
Q: When looking at historical Canadian bank returns, BNS has lagged significantly. I didn't isolate too many periods, but the longer term you go, the more consistent the underperforming becomes. I understand the past isn't an indication of the future, but perhaps their approach to international exposure just isn't the way to go? There appears to be a lot of conviction for BNS relative to others, does it's poor stock growth relatively not concern 5i? What keeps you the most confident on BNS? If you jumped ship on BNS, which would be the next on that would be in your model portfolios?
Q: Re Dave’s comments about 5i being overly optimistic on most answers. I find the q & a section highly informative. I do however, read the questions AND the answers then….I put on my big boy pants and “make my own decisions” on what to do (buy/sell/hold) 😀
Q: Company is going to exit Long Term Care business by the end of 2023. Is this business is less profitable than the retirement residence business? After this exit how good this company will be in compare with Sienna Senior Living Inc. (SIA:T) on valuation basis and what will be your preference?
Thanks
Q: DEI seems to be an extreme low end of its valuation range and seems quite interesting save for the artificially high P/E of 40. Do you see it as attractive? Can you suggest superior Canadian alternatives in the REIT space?
Q: Hello Peter,
Can you please comment on good natured results? Is it fair to say Blackstone is more for income oriented investors given its dividend and Blackrock is more for growth oriented investors. Also, would be better to diversify into both instead of picking one as i already own fair amount of BAM? Is Manulife worth a hold for long term given its decent dividend? thanks very much
Q: I bought a little of Chargepoint Holidings just before they reported yesterday and nice little pop today. But do you think this is more of a trading stock than a longer term hold? Or will the EV market demand now propel this stock higher? Thanks so much.
Q: What do todays earnings announcement indicate for this company and what do current events suggest with respect to its prospects? Would the company be your pick for this sector?
Q: Park Lawn stock price is falling. Is there a change in the fundamentals of the company or is it because of a recent acquisition or just the sentiment that there will be fewer high fee burials, or something else??? Your take would be appreciated.......Tom
Q: Is it worthwhile to own both Etherum and Bitcoin? Are they really different or one of them is enough to be exposed to the crypto sector? Etherum seems to fare a bit better. Thanks again.