Q: QBR.B seems to have some favourable financial metrics and to be liked by analysts, yet the share price has been drifting lower for a couple of months. What is your view of this stock and do you see it's share price improving over time? Would you buy, sell or hold? Thanks.
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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.
Q: Will like to have your impression on their latest statements. Q results seem not so good but they still made $50M FCF and they decided to sell the Modular business. For me, its looks like a good decision. Do you agree?
Thanks
Thanks
Q: Has the COMPANY reported recently and if so please provide your comments and whether you would still recommend the stock. Thanks Brian
Q: Hi there, nice to finally see CTS as a top pick on BNN, especially by Jason D.
So far it's been moving hard this year.
Can you comment on its first quarter 2024, what is expected? And is the first quarter typically strong for CTS?
Can you please list all the upgrades/downgrades after last results, along with current/new target prices if possible?
Thanks!
So far it's been moving hard this year.
Can you comment on its first quarter 2024, what is expected? And is the first quarter typically strong for CTS?
Can you please list all the upgrades/downgrades after last results, along with current/new target prices if possible?
Thanks!
Q: I hold HHL. I saw your response to another question where you are not enamored of the C$ right now. HHL is CAD hedged and HHL.B is CAD unhedged. The distributions are identical. Is there any advantage in switching from HHL to HHL.B?
Thanks
Thanks
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Capital Power Corporation (CPX $71.28)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $55.60)
Q: Is Alberta's ban on renewables positive for cpx or negligible.
How about bepc. Thank you
https://www.reuters.com/sustainability/albertas-ban-renewables-could-hurt-c11-bln-investments-says-study-2024-03-11/?utm_source=Sailthru&utm_medium=Newsletter&utm_campaign=Power-Up&utm_term=031124&user_email=9deb120111f07c11d764a45bf582a9efe81c145ce56a1f84d95636385fb0a27b
How about bepc. Thank you
https://www.reuters.com/sustainability/albertas-ban-renewables-could-hurt-c11-bln-investments-says-study-2024-03-11/?utm_source=Sailthru&utm_medium=Newsletter&utm_campaign=Power-Up&utm_term=031124&user_email=9deb120111f07c11d764a45bf582a9efe81c145ce56a1f84d95636385fb0a27b
Q: I have a crystal ball question regarding the potential market reaction to One or both US Presidential candidates not being available to govern due to health or "alleged" illegal indiscretions. Is there a precedent of such an occurrence historically?
Thank you
Thank you
Q: Current thoughts as to whether to keep or sell lt?
Q: Everyone, is the money flow into the market in 2024 higher or lower than 2023? What segments is the money flow going into or out of. Clayton
Q: You recently told Andrew that this company was based in Australia . Surely not , your database shows it based in Quebec , and a very successful company it is judging by its 10 year returns , up by some 1250% .
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UnitedHealth Group Incorporated (DE) (UNH $363.04)
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Align Technology Inc. (ALGN $134.58)
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Arch Capital Group Ltd. (ACGL $86.86)
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Interactive Brokers Group Inc. (IBKR $66.87)
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Elevance Health Inc. (ELV $343.00)
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Fiserv Inc. (FI $124.66)
Q: I am currently underweight Health and Financials in the U.S. Can you please provide your top 3-5 picks for each based on current valuations and considering a 5 year+ timeframe??
Q: May I please have your analysis and opinion of Taseko Mines with particular focus on their recent financial results?
With appreciation,
Ed
With appreciation,
Ed
Q: Not a bad quarter. Certainly has a wavy chart!,, but direction seems good. What are your thoughts on results and future? Any indications of a takeover iven it's low PE?
Slainte,, Chris
Slainte,, Chris
Q: Business wise, 'til what point Paysafe competite with Nuvei? Could we consider them proxy?
Thanks
Thanks
Q: Last September, you preferred HMC to TM, deeming the former both better and less expensive. Since then, HMC's price has reclaimed its previous high, while TM's has exceeded its high by ~50%, yet their P/E ratios are both miniscule and near-equivalent (0.14 and 0.13, respectively, according to your database.)
Do you still prefer HMC? I ask as TM's semi-contrarian approach to vehicular electrification is starting to look like a better fit with orthodox market expectations than their competitors'.
And what's going on with those P/E ratios? Stellantis and GM are ~5, Ford is ~11; is this much disparity even plausible?
Do you still prefer HMC? I ask as TM's semi-contrarian approach to vehicular electrification is starting to look like a better fit with orthodox market expectations than their competitors'.
And what's going on with those P/E ratios? Stellantis and GM are ~5, Ford is ~11; is this much disparity even plausible?
Q: What can you tell me about Mountain Valley MD Holdings? Is there potential here?
Q: I purchased these shares for average of 10.26 at end of Dec.,they are now about 14.25 and pay an 11+% dividend.Do you see any more upside as I'm considering purchasing more.Thanks for any advice you can provide!!
Q: Can you please review their recent financials and suggest if the dividend looks safe or a cut may be coming ?
If you already have a small (1/3) position would you add more ?
If you already have a small (1/3) position would you add more ?
Q: Do you still consider Calian a hold after their Q1 report and MDA deal?
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Fortis Inc. (FTS $72.48)
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Emera Incorporated (EMA $69.06)
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Hydro One Limited (H $52.39)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $55.60)
Q: Hi
Accumulated these utilities as part of my non-correlated asset mix. BEPC has been the worst performer. Down 16%. Hydro One is the best performer so far. Up 6%. EMA/FTS are nearly neutral.
I followed your pragmatic and practical suggestions and took only a partial position in each of these stocks.
Time to add ? In what order would you add? My plan is to add equal amounts.
Many thanks.
Accumulated these utilities as part of my non-correlated asset mix. BEPC has been the worst performer. Down 16%. Hydro One is the best performer so far. Up 6%. EMA/FTS are nearly neutral.
I followed your pragmatic and practical suggestions and took only a partial position in each of these stocks.
Time to add ? In what order would you add? My plan is to add equal amounts.
Many thanks.