Q: I would appreciate your thoughts on each of the three companies indicated. What do you currently think about them & would you consider each to be a "buy", "hold" or "sell" going forward? Thank you for your great service.
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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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Enbridge Inc. (ENB)
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TC Energy Corporation (TRP)
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Pembina Pipeline Corporation (PPL)
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Keyera Corp. (KEY)
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Global X Equal Weight Canadian Pipelines Index ETF (PPLN)
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South Bow Corporation (SOBO)
Q: I am an income investor looking for stability with some growth and want to invest in pipelines. I would prefer an ETF like PPLN but the cost is too high with an MER of 0.74 and TER 0.11. If you could only invest in 3 of the above 5 companies, which would you choose? Can you rank the above 5 pipeline companies, from highest growth potential to lowest, over the next 3 years.
Thanks!
Thanks!
Q: I'd like your thoughts on Cameco ($63) earnings.
Thanks, Greg
Thanks, Greg
Q: Hello Peter,
I am undecided over how to handle my Constellation software holding. I have done well with it and it is 15% of my portfolio. I am vacillating between trimming some and letting it ride until there is a threat from a black swan event. You must have encountered such situations before and your opinion and reasoning may help me take a decision.
Regards
Rajiv
I am undecided over how to handle my Constellation software holding. I have done well with it and it is 15% of my portfolio. I am vacillating between trimming some and letting it ride until there is a threat from a black swan event. You must have encountered such situations before and your opinion and reasoning may help me take a decision.
Regards
Rajiv
Q: Is there a clear case for preferring L to WN? L is more liquid while WN does slightly better on P/E and RoE; does liquidity win, here?
Q: Shouldn't investors be proceeding cautiously given the S&P P/E is close to 28 and a couple of red flags were announced this morning (jobless claims above expectations; McDonalds largest US sales decline since 2020)? Or am I being too much of a Nervous Nellie?
Q: May I have your opinion of Amazon and Apple’s earnings this quarter and future outlook please.
Not sure this really applies to these two, but I’ve heard that the tariffs won’t truly impact companies’ earnings until next quarter (with some companies stockpiling 3-6 months worth of inventory to try to ride this out and customers doing the same). Mind you, we could wake up tomorrow and everything has changed again.
Thank you.
Not sure this really applies to these two, but I’ve heard that the tariffs won’t truly impact companies’ earnings until next quarter (with some companies stockpiling 3-6 months worth of inventory to try to ride this out and customers doing the same). Mind you, we could wake up tomorrow and everything has changed again.
Thank you.
Q: Would you consider GDI a sell or hold for a long term investor. Thanks
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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Digital Realty Trust Inc. (DLR)
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T-Mobile US Inc. (TMUS)
Q: Portfolio Analytics suggests a need to increase my allocation in utilities, real estate, communication services and consumer defensives. Could you give me your best 3 picks for each category, preferably on the TSX. If you feel the Canadian doesn't have very good choices, suggestions on the US market would be appreciated. Thanks.
Q: Your thoughts on OTEX, is there enough happening here to see this stock higher in a year from now? What are the most significant numbers in this Q report?
Thanks.
Thanks.
Q: Hi Peter
Can I get your thoughts on Pinetree. I would like to know if you would add to a position. It looks expensive but I plan on it being a long term hold. I just am struggling on valuation.
Can I get your thoughts on Pinetree. I would like to know if you would add to a position. It looks expensive but I plan on it being a long term hold. I just am struggling on valuation.
Q: I own these companies and am deeply underwater. Please provide your analysis on these companies in the current economic backdrop. Thanks
Q: Thoughts on the quarter? Good time to add?
Thanks!
Thanks!
Q: Would you have a website where I could track a company's EPS, etc. and be able to compare the results to its stock chart? Thanks
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Ford Motor Company (F)
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Nucor Corporation (NUE)
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Century Aluminum Company (CENX)
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Commercial Metals Company (CMC)
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AECOM (ACM)
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Kaiser Aluminum Corporation (KALU)
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Steel Dynamics Inc. (STLD)
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Jacobs Solutions Inc. (J)
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Stellantis N.V. (STLA)
Q: It has been reported that various companies are going to invest 8 trillion dollars into the U.S. economy in the future. What companies/sectors do you think will benefit the most from this investment?
Q: Hi 5i.
I am hoping you can answer this question, which has been puzzling me for awhile. Every day, when I look at the list of the top-traded stocks on the NASDAQ in the Financial Post, MSFT is never there. I can't understand why this would be. Is it because a huge percentage of the stock is held by institutions that simply do not trade it?
I am hoping you can answer this question, which has been puzzling me for awhile. Every day, when I look at the list of the top-traded stocks on the NASDAQ in the Financial Post, MSFT is never there. I can't understand why this would be. Is it because a huge percentage of the stock is held by institutions that simply do not trade it?
Q: I am thinking of buying one of these companies, which one would be your choice. I already own WSP and AtRL.
Thank you very much
Dorothy
Thank you very much
Dorothy
Q: Your comments on their recent numbers please.
Thx
Thx
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH)
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ONEX Corporation Subordinate Voting Shares (ONEX)
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Pinetree Capital Ltd. (PNP)
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Berkshire Hathaway Inc. (BRK.B)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Berkshire Hathaway has been very successful at buying wonderful businesses at good prices. Is there a Canadian company with an identical mantra?
Q: Could I have your take on earnings- pull back a good entry point?