Q: Today TD is removing these tech stocks from its small cap portfolio and adding to its positions in CF and EQB.As you often state,”this is what makes a market”.How do you view these actions?Thanks for your ongoing advice.
Q: Can you suggest a few Canadian Companies that is dual listed inCanada and the US that pays its dividends in US currency. I have AEM, TFII, CSU, BAM and MG journaled over to a US account. I am looking at AQN, N, and TRI.
Q: In your answer to David, you state that WELL had a positive EBITDA, yet when I bring up the profile, the EBITDA MARGIN shows negative -8%. Is the EBITDA reference in the answer to David different from EBITDA MARGIN % ? 5i refers to EBITDA a lot in your answers and I notice BNN guests do also. I notice that, with the exception of AC (Air Canada), all the stocks in the BE PORTFOLIO have positive EBITDA MARGINS. In contrast, some of the US stocks everybody keeps asking you about have a negative EBITDA MARGIN: AFRM, CRWD, U, and PLTR is a whopping -115%. So when you warn this humble subscriber that a stock is risky, how useful is it to look up the EBITDA MARGIN? For example, how should I interpret XBC having an EBITDA MARGIN at +1.8%, or DFLY at -199.5%
Q: I am doing a comparison between U and NOW. When looking at guidance given by both companies, they are very similar, both around 30% revenue growth for the next two years. NOW has lots of cash flow and a growing operating margin, U is far from being profitable. The price multiples for U is almost double NOW. Is the difference in valuation justified? Which would you buy?
Q: I know that you usually like to give new "IPO's" a chance to settle in prior to making recommendations. Do you have any thoughts or red flags Regarding Arrival that is set to be listed under symbol "AVRL" on the NASDAQ come Monday. Their "micro" factory concept is interesting as well as being a bus manufacturer in this time of public transportation infrastructure spending.
As always, thanks for your steady hand and great advice.
Q: If you had to buy and hold either TRP or ENB for the next five years, taking into account safety of capital and potential growth, which would you choose? Or, would it be a better strategy to buy and hold both?
Q: Could you give me your thoughts on making an investment in this company after their latest quarterly results. I am looking for safety of income with some capital appreciation. It does not seem that expensive on earnings basis. How would you rank it among telecom companies in Canada from an investment perspective.Possible takeout candidate given recent action in this sector?
Thanks for all you do!
Q: Retired, dividend-income investor. I own a 3/4 position in Park Lawn and am considering topping up if/when it reaches my price of $28, based on my view of support levels. RBC considers PLC to be one of the best in it's coverage universe. PLC reports on March 30.
Do you think I am bottom feeding too much at $28? I'm actually happy both ways (reaching $28 or not). Should I wait until PLC reports? Your thoughts on PLC prospects?
Q: Can you provide more guidance on how to view debt? You appear concerned about EFX debt although debt to equity is only 0.32 and total debt is only about 2 X cash flow. OTEX on the other hand has debt/equity of 0.97 and debt/cash flow of about 4.
Thanks for your guidance.
Q: I am trying to figure out the increase in value in TD ‘s holdings in Charles Schwab since the TD Ameritrade. My very rough calculations indicate an increase in value of approx 9 billion dollars. Can you please let me know the right number if my calculations are incorrect.