Q: What are your views of the management changes at Vermillion. I do not thinks running a company by committee is a very good idea. Your thoughts please.
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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Gilead Sciences Inc. (GILD $148.56)
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Johnson & Johnson (JNJ $243.53)
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Procter & Gamble Company (The) (PG $156.07)
Q: These two companies are slipping instead of going up if the
they have meaningful role in Covid.
AS well Jand J maybe having issue with product liability,
Appreciate your comments on the outlook going forward
they have meaningful role in Covid.
AS well Jand J maybe having issue with product liability,
Appreciate your comments on the outlook going forward
Q: With the impending delisting of Chinese companies in the US mkt., what is your opinion on CQQQ, Chinese tech ETF.? Thank you, Fooklin
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $85.82)
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Parkland Corporation (PKI $39.84)
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Aecon Group Inc. (ARE $42.04)
Q: I am thinking of selling these three companies currently held in a growth portfolio to make way for some higher growth tech names. I do have the cash in my RRSP and could buy these stocks back in that portfolio but wonder if you have any better suggestions? I am particularly worried about CCL.B it has not held up to expectations.
Q: Peter & Staff: In my US account I have 35% SPYG, 35% QQQ, 15% DOW and 15% CASH. Your opinion about adding DLTR for a 15% holding in place of the cash. Would you suggest an alternative? I value your opinion very much. Thankyou. Ron N
Q: Hi,
I would be interested in any thoughts you could offer regarding Wingstop. They seem to have done very well during the crisis, but I don't know much about them - just that the accumulation seems to be continuing. Many thanks for all your hard work!
Dawn
I would be interested in any thoughts you could offer regarding Wingstop. They seem to have done very well during the crisis, but I don't know much about them - just that the accumulation seems to be continuing. Many thanks for all your hard work!
Dawn
Q: What is your opinion of the company‘s prospects and the valuation of the stock? Thanks!
Q: What are your thoughts on GOOS? Would you buy it today?
Thanks
Dave
Thanks
Dave
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Broadcom Inc. (AVGO $346.53)
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Duke Energy Corporation (Holding Company) (DUK $130.32)
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JPMorgan Chase & Co. (JPM $290.67)
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NextEra Energy Inc. (NEE $91.73)
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AT&T Inc. (T $27.87)
Q: Can you give me 5 US based companies with perpetual preferred shares. Safety is the most important factor.
Thanks
Thanks
Q: How do the latest results look and what do you think for the remainder of the year with respect to income? Thanks.
Q: Do you see upside for this stock for a 2-3 year hold. I am thinking of a possible downturn in the housing area? Thanks
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Brookfield Infrastructure Partners L.P. (BIP.UN $51.31)
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Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $63.57)
Q: Can you please explain why BIPC trades at such a significant premium to BIP.UN. I hold both now in rrif and tfsa accounts and read BIPC is structured to provide equivalent returns to BIP.UN. Yet as I’m writing this BIP.UN is $55.65 while BIPC is $62.06. I thought both units held the same securities and differed only in structure- partnership versus corporation for some tax reasons. BIPC is said to be exchangeable to BIP.UN yet why do this at a current loss of close to $7 /unit.
Thanks for your help,
Steve
Thanks for your help,
Steve
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Enbridge Inc. (ENB $73.29)
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Loblaw Companies Limited (L $63.32)
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Constellation Software Inc. (CSU $2,967.10)
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Fortis Inc. (FTS $78.91)
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WSP Global Inc. (WSP $229.67)
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Algonquin Power & Utilities Corp. (AQN $8.47)
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Innergex Renewable Energy Inc. (INE $13.74)
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InterRent Real Estate Investment Trust (IIP.UN $13.30)
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Kirkland Lake Gold Ltd. (KL $49.71)
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Boyd Gaming Corporation (BYD $80.32)
Q: Hi. I have the above stocks in my TFSA and have some cash to deploy. Could you please give me 3 suggestions and rank them. Thanks.
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Brookfield Infrastructure Partners L.P. (BIP.UN $51.31)
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Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $63.57)
Q: Hi 5i,
I'm quite surprised at the premium of BIPC vs the LP. I am tempted to sell all my BIPC and buy the LP units to get more units and the higher dividend yield. If I don't make the trade, do you think the premium would persist? Or, is there something the company could/would do to remove the premium (e.g. issue more shares of BIPC only or make the units exchangeable both ways). Is that a risk of losing the premium then?
TIA!
I'm quite surprised at the premium of BIPC vs the LP. I am tempted to sell all my BIPC and buy the LP units to get more units and the higher dividend yield. If I don't make the trade, do you think the premium would persist? Or, is there something the company could/would do to remove the premium (e.g. issue more shares of BIPC only or make the units exchangeable both ways). Is that a risk of losing the premium then?
TIA!
Q: Looking at some of the data under the company tab, I see good profitably ratios but the book value is negative and the return on equity is -111. %. What does a negative ROE mean - is at an artifact of the negative book value?
Q: Can you give us your opinion on this company? I am looking for interesting growth and lesser known companies with a market cap between 1 and 6 billons
Q: Is there any way to separate out questions asked about American companies and Canadian. I invest in only Canadian an get frustrated when find out question is on an American company.
Q: Hi,
It is it a good entry point for KMP or will they be effected by the COVID-19 situation?
Also can you indicate the top 3 residential REIT, that would be safe to buy now?
Thank you
It is it a good entry point for KMP or will they be effected by the COVID-19 situation?
Also can you indicate the top 3 residential REIT, that would be safe to buy now?
Thank you
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Amgen Inc. (AMGN $377.65)
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Amazon.com Inc. (AMZN $215.29)
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Alphabet Inc. (GOOG $308.12)
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Microsoft Corporation (MSFT $407.51)
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NVIDIA Corporation (NVDA $185.59)
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PayPal Holdings Inc. (PYPL $45.28)
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QUALCOMM Incorporated (QCOM $135.65)
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Regeneron Pharmaceuticals Inc. (REGN $776.44)
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Roper Technologies Inc. (ROP $354.47)
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Atlassian Corporation (TEAM $79.97)
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Twilio Inc. Class A (TWLO $126.30)
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Veeva Systems Inc. Class A (VEEV $191.37)
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Alteryx Inc. Class A (AYX)
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RTX Corporation (RTX $207.11)
Q: Morning 5i,
I'm looking to get my US allocation in my portfolio up to ~40% in the Healthcare, Industrials, and Tech sectors. I have a VERY long time frame, but I'm interested in businesses that have aggressive/high growth in the IMMEDIATE to 2 year timeframe.
Could you please rank the names below in terms of highest short-term growth potential coming out of a COVID world (reopening, new normal).
And if possible, are there any US names that trump these selections instead? Please take as many question credits as required:
Healthcare: VEEV, AMGN, REGN
Tech: TEAM, TWLO, MSFT, NVDA, AYX, AMZN, GOOG, QCOM, PYPL
Industrials: ROP, RTX
I'm looking to get my US allocation in my portfolio up to ~40% in the Healthcare, Industrials, and Tech sectors. I have a VERY long time frame, but I'm interested in businesses that have aggressive/high growth in the IMMEDIATE to 2 year timeframe.
Could you please rank the names below in terms of highest short-term growth potential coming out of a COVID world (reopening, new normal).
And if possible, are there any US names that trump these selections instead? Please take as many question credits as required:
Healthcare: VEEV, AMGN, REGN
Tech: TEAM, TWLO, MSFT, NVDA, AYX, AMZN, GOOG, QCOM, PYPL
Industrials: ROP, RTX
Q: Like the TV detective Columbo I have "one more question". Why does VMD only have one analyst and PTQ has 5. Even though there seems to be more interest (volume and $) /activity in VMD shares than the PTQ shares.