Q: what do you make of bce stating that it will not raise its dividend in 2025 but goes and buys a company for 5 billion dollars instead of working on debt repayment.
do you think this is a good idea?
Q: I haven’t been receiving market updates for a while so unfortunately I’ve missed a few buy/sell recommendations. I received my last question reply but not much else (checked spam folder as well). Was there a change recently to the email updates? My email hasn’t changed.
Q: Hi, Air Canada is finally moving . My question is what would be your suggestion as how high it can go based on period results and forecast or at what price it gets overvalued. I have this stock in RESP for long time and will need funds shortly. Thanks
Q: Being that the USD is quite high right now, what would be the best out of these three HHL ETFs to buy this fall? I have Canadian dollars so would be moving the money to USD to buy HHL.U. From their site it looks like the HHL.B is the best performer overall but I'm not clear how today's rates effect price etc.
Also would it make sense to have another fund like VHT or IYH to compliment HHL, which would give more upside over time? In one response you like VHT better - why is that?
Thanks so much!
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Asked by Mahendiali on November 04, 2024
Q: Given all of the conflicting factors around the world and domestically, I am trying to organize my thinking regarding the energy sector. Can 5i please lay out some of the important issues and catalysts that may affect how we meet our energy needs in the near future. Can you also provide your thinking about the near term events that will specifically affect the North American energy industry? Including the new pipelines coming on stream shortly.
Q: I know you don't follow closely companies outside NA, but still, would you have any opinion/information on this Korean company as there might increasing demands on memory chipson memory chips?
Q: Hi there, would it be wise for SPB to just cut the dividend now?
If SPB cuts the dividend by 60/70 %, would that actually help the shares finally stabilize somewhat as the market is asking for this? Where would you see the share price settle based on this scenario?
Q: Hi there, thanks for your answer regarding WGX. Follow up;
Are the shares currently trading at a fair price, cheap, etc? Can you provide ratios to support your views?
Your thoughts on not hedging at this point?
Your thoughts on current management/board?
Could WGX be a takeover target itself here?
Any two/three company ideas as to who would benefit taking them over?
Is the momentum for gold strong enough to break through $3K? Or could it fall sharply next week based on the US election results, your thoughts would be appreciated?
Q: What is your opinion of CNC as a near-term (for < 1 year) or long-term (5 years+) hold?
Do you believe its recent one month -14.37% drop to be strictly "election jitters"?
Thanks,
David
Q: Hello Peter,
With Brookfield moving its HQ to US, does this mean we will pay with withholding tax in our TFSA account for any dividends declared? Also, should one wait before adding to BN? Given Topicus's results, would it make sense to increase one's weight to from 2 percent to 3 percent .. Lastly, if one wants to stay conservative, would it make sense to sell TOI, and LMN and just focus on CSU? Much appreciate it
Q: Given the stock is trading at essentially the value it has in cash on hand, with no debt and a client base from which to grow and expand - do you see much risk in acquiring at this price and what upside do you foresee?