Q: Hello Peter,
While SQ holds the promise when the retailers open, it does not really matter for PYPL. Which one would you suggest.
In your presentation at the MoneyShow yesterday you mentioned DXCOM in the healthcare sector with an increasing demand, company raising guidance and now being included in the index.
If I were to take a position in it, I will not be able to have positions in both SQ and PYPL. Which of these two would you suggest I let go.
Or would you suggest I hold them both and take a pass at DXCM instead.
As always, your opinion is appreciated.
Regards.
Q: There is news that Brookfield Infrastructure LP reduced the dividend by 10%. I suspect this simply reflects the dividends declared on Brookfield Infrastructure Corp, not a real reduction for the enterprise as a whole. Is this correct?
Q: Hello
I would like to have your outlook on both companies.
Which one do you see as a buy in the current COVID situation with more companies favoring working employees from home .
Can you also comment on the companies earnings and debt.
Q: Hi folks, please get opinion on Q results for Nutrien, and guidance going forward. Would you be a buyer at $50sh, with nice dividend, or would a better option in Ag space be Mosaic mos/n or Ag Atn/t, thanks, jb Piedmont QC
Q: NTR: never seems to report EPS in-line with guidance, price taker for fertilizers & has high P.R.. Positive side: low debt., retail business with higher margins than commodities. Why was recent Q so bad? Would now be a good time to buy this stock & is dividend sustainable?
Q: I am looking to position myself in a way that will benefit from a rebound, particularly in the U.S. economy with ETFs denominated in Canadian dollars. I prefer dividend paying funds with a strong technology component but am open to any suggestions for consideration.
Thanks, Calvin
Q: Hi 5i
Earnings fast approaching for banks. If banks increase loan loss provisions do u see this as negative for banks and how do you see impact on BMO and LB share price over short/long term if this occurs.
Thx
Q: Good morning 5i,
It is often mentionned that we should buy US stocks to offset the heavy concentration on financial and energy in the Canadian market. What sectors should one concentrate on in the US for this reason? And, in the current environment, is it possible to suggest one or two preferential stocks in each of these sectors?
thanks
Q: What is the general feeling about this specific issue relative to the current market and interest rate outlook? How does it stackup against other preferred issues of Brookfield? Thanks for all you do for us in these times of turbulence.
Q: hi
regarding the shareholders conference call did you learn anything interesting. Was there a specific reason they were not willing to estimate future earinings. Was there any comment with respect to their products being used in the medical industry and how that might be developing?
thanks
Joe
Q: What do you think is the best way to play potential return to reasonable pricing for oil? USO - merged with HUC or a company like SU? No one can make money at these current prices even though they have gone up nicely recently.
Q: PROSPECTS OF RECOVERY SEEMS FAIR TO SAY SINCE THE STOCK HAS COME A LONG WAY DOWN SINCE THE STOCK IS HIGHLY CONNECTED TO THE RETAIL BUSINESS, DO YOU STILL SEE A GOOD PROSPECT
Q: Your thoughts please on earnings from RUBI? As a small company with similarities to TTD they don't seem to be performing as well. What did you like or not like in their quarter? Are they well capitalized to weather the storm? Do you see upside from here for a speculative position in a TFSA and would you advise for or against a new 1/2 position.
Q: I am looking at buying a regulated gas and electric utility company. I am considering AQN and FTS. Which of these would be your favourite and why? Is there a company that you prefer more than these for a long-term hold?
I have held Dol for a long time but as i transition to retirement i am looking for an alternative with a stable dividend. I have looked at L - do you have other suggestions as most consumer staples seem overvalued currently.