Q: Any thoughts on Winpak’s earnings today? I have held this stock for almost 10 years and have done very well but am wondering if lack of growth is becoming an issue here?
Regarding BNS earnings, can you share your thoughts? It has lagged and the drop yesterday wasnt massive but certainly contrasted BMO. What caused the earnings decline? Finally, would you be buying now or moving onto one of the banks with better momentum and performance?
Q: There appears to be a real hype for 5G preparedness. According to a chart Bloomberg presented, Nokia seems to be 2nd in line (after Huawei) to be equipped and ready to fill the demand. Would you concur? And would you consider the stock investable?
Thanks, Team!
Q: hi guys
I have TD waterhouse rrif accounts
they are daily hi interest accounts paying 1.6 percent
where can one get higher interest while still keeping this in tdwaterhouse
e.g. other companies banks etc.
thank you Gary
Q: Can you explain to me this preferred share,and why this one is down so much.
How can they act so totally different than the common shares?what are the chances they are going to be called.will that be for $25 if this happens?
When and how are they gonna be resrt?
Is this a preferred share you like,or any others?
The company and dividend look very enticing
Q: Thank you for your answer to my first question. The GC 5yr rate in March 2018 was 2% and the pref. was set at 4.38%. Would you expect the 2023 reset rate to be similarly higher, since the minimum rate is "not less than 80% of 5yr GC yield", which suggests a very low minimum rate assuming rates are are still around 2 to 2.5% - the current GC rate is 2.25%?
Q: In the bank section, BNS has been a favourite of yours along with TD. Over the past couple of years, TD has been a star while BNS languishes. Their latest earnings this morning disappointed. Are you still keen on BNS? Do you still recommend it? If so, on what basis? I know you say banks tend to revert to the mean performance over time but BNS appears to be proving that wrong.
Q: With regards to cobalt prices, its difficult to get a handle on the scarcity/abundance of the metal. It was supposed to be scarce 2-3 years ago, now it seems every region has some and the prices have drifted off. Co $40-$14 yoy.
So is it scarce like quality gold mines, or abundant like cannibis grow ops (all of us can grow four plants)?
Conversely, lithium prices have gone up historically.
First, since its hard to get accurate info, have I got the price movement right? Then, is it better to invest in lithium companies or cobalt companies going forward with a view of increased electric car sales in the future?
May I have your insight on the space?
Q: I read that you recommend GC as a replacement for CLS? I already own TSGI and wonder if I should buy GC or another company. I own KXS, OTEX ,SYZ already.
thanks
Could you comment on MOS earnings and give opinion?
From what I read they beat consensus estimates and offered good 2019 guidance but yet the stock is down 4 % today ?