Q: On 4/23 DOO reported preliminary FY2023 of $7.52B-7.83B Rev beating estimated $6.99B & $8.53-8.81 Eps better than est $8.30. 10.82 P/E. Currently over US$74.80( 50day m.a) & us$81.25 (00day m.a.). Please comment. Txs for u usual great services & views
Q: Hi All at 5i! I am doing some tax loss selling to off set a capital gain. I am underwater on these three stocks and plan to sell them. After the appropriate waiting time would you buy any of these back?? Cheers, Tamara
Q: Holding a full position CrowdStrike and down 6%. Seems there are headwinds as there is more competition and rising costs. Is it time to sell???.......Yea, me inclined to do so!!!....Tom
Q: Sorry maybe i was unclear in my last question see below . I wanted 3 stocks in both Canada and US you supplied 4 American stocks can you give me your top 3 Canadian stocks as well please
Hi group please what would be your 3 top picks along with brief explanation (in order of preference) in Canada + US regardless of sectors and risk.
Q: Can you provide perspective and view of gold prices over the next 24-36 months. With that being said what is your view of Aris. Significant insider buying. And execution of operational plans look promising.
Q: True North REIT is paying 8.41% as of today. Is this dividend sustainable and is the share price solid?
Please recommend two other REITs with a relatively generous but safe dividend for steady income? Thanks.
Q: Hi group please what would be your 3 top picks along with brief explanation (in order of preference) in Canada + US regardless of sectors and risk.
2 nd question - We are in heap of trouble due to inflation +geo political concerns + and so on. Do you recommending selling some higher risk growth / Tech stocks into this weakness. Is it time to reduce stock holdings generally? I realize you do not have a crystal bowl but you comments are requested thanks
With the continued decline of stocks related to the semi-conductor industry (e.g. materials, fabrication, testing), is now a good time to buy for a 3+ year hold? Or should I wait for prices to settle?
Either way, could you please recommend 3 stocks for me to consider (not including NVDA, which I already own) and include a brief comment explaining each choice.
Q: Please explain why there has been a 20% plus drop in TECK.B over the last three trading days, and if you believe the drop will continue based on what has happened in past market cycles when recession fears are high. I'd appreciate your analysis.
Q: This became two questions:
1) I would appreciate hearing your thoughts on Verde's new market study and also your thoughts on the CEO's comments several Brazilian states are competing for their third plant.
2) I'm in a good position that's unexpectedly difficult. I was in early and have very good gains. I've sold a small part just for my own mental comfort. However it really feels like the company is only just starting. Would it make sense to continue with my prior strategy of routinely buying a small position with this company each pay cheque? It's been performing well, I like the CEO, and I continue to really like the story and the path to further growth.
Q: I have been looking closer at the industrial sector over the last few months, as I believe that societal increases in technology usage and adoption of electric vehicles in transporation are placing increased demands on the generation and distribution of electrical power. I am looking at both Siemens and ABB as investments in this space which can also serve as long-term anchor holdings. Siemens is a very broad-based company which has a portion of its business dedicated to infrastructure and energy generation, which it describes as its "Smart Infrastructure" unit, while having very robust units in manufacturing, transportation and healthcare. ABB Ltd. appears to be more focused in the infrastructure and utility sectors.
The case for Siemens would revolve around its success in multiple sectors of the economy and its ability to generate revenue from a variety of sources, while the case for ABB would be that it is well-positioned to fulfill the demands of societies which are demanding ever more performance from the energy generation and distribution systems from the places where they live. Both seem to have corrected substantially since early 2022 (SIEGY down 24%, ABB down 18%), which could indicate buying opportunities in the absence of significant news which would account for these depreciations in price.
What are your thoughts on these companies, as well as the idea of investing capital in companies which could address upcoming infrastructure demands? As always, I look forward to reading your thoughts. Thanks so much, and have a great weekend?