Q: What are your thoughts on this one given it has corrected significantly vs. other defensive dvd payers. Thoughts on the acquisition... Do you see it having above average returns going forward given these factors. Income stock with some more growth potential than others perhaps.
Q: I plan to invest in one of the two referenced companies for a five year hold. Can you give me the pros and cons of each and which company do you feel has the better upside. Thank You.
Q: Hi 5i
Aside from a better market backdrop, what will it take for SHOP to regain investor confidence? Is it similar to AMZN a few years ago, where AMZN ploughed all its cash flow into expanding its business, but at some point paused somewhat and showed some big profits?
Thanks
Q: You mentioned recently that did not need to have both DSG and KXS. Which would you prefer and why? How would you rate ENGH against the other two and why?
Q: Hi Everyone at 5i! What are thoughts about Air Canada as a long term hold. I bought it during the pandemic in hopes that there would be a good surge in growth when things reopened . I recently read an article that the business travel end of the airline industry may not be so rosy because a lot of companies are going the more cost efficient Zoom route. With inflation and the cost of gas making travel more expensive recreationally, there may not be that quick come back. Your thoughts? Cheers, Tamara
Q: As a follow-up to Harry's question of June 2/22, can I ask why you rank the three companies as BAM, BX, BLK in that order? I own BLK and wonder what makes it the least attractive of the three. Thank you,
Q: Can you give your opinion regarding natural gas in terms of price appreciation and can you recommend two US and two Canadian natural gas companies with good upside
Thanks