Q: Peter, I would like your opinion on Tree Island Steel. Do you still see debt as a concern? The chart has turned favourable with a large spike in buy volume recently.
Q: I am hoping that you can shed some light on the revenue streams for CAE. I don't expect the airline industry to show much growth for a couple of years and but I am wondering how much this affects this company. How much of their revenue is generated from training brand new pilots, pilots on new aircraft, regular ongoing training for pilot license maintenance etc.? I know you like CAE and I normally don't pay that much attention to timing as I am a buy and hold investor. However, I am wondering if in this instance are growth revenues still two years away or do they maintain fairly even cash flow? I am assuming that the medical division is still a minor contributor to cash flow.
Q: I am trying to reflect on what the POS means for SHOP and other businesses. Does this suggest that SHOP is trying to develop a well guarded ecosystem (or has already done so)? What do you think the next step might be? For example, can they move into square's space and do so directly from their existing client base? Does their now massive cash horde suggest that they are likely to start some buying, presumably in niche areas that complement this move to full integration of on-line and brick-and mortar retailing? Thank-you again.
Q: Hi, Covid19, China vs USA trade, Upcoming USA Elections, etc. How do you see the markets behaving to the end of 2020, should We be alert and think about selling/parking some cash for next year?
Thanks 5i.
Q: Morning
Currently I hold CIBC. BNS. TD ROYAL
All are down
Would it make sense to sell cibc and top up TD and BNS.?
Thank you for your calm approach these days
Michael
Q: Hi 5iTeam,
Given the announcement this past Monday by PNC Financial Services that is exiting its investment in BlackRock Inc. and that BlackRock has agreed to buy back shares worth $1.1billion, how do you think this is going to affect BlackRock's share price going forward.
Cheers,
Q: What is your view on the Transportation as a Service (TaaS) space and what would be your recommendation for investment. I am interested in both Canadian and US companies.
Your insight is greatly appreciated.
Peter
Q: With the potential of a declining US dollar in the coming year(s), what impact, if any, would this have on Canadian companies that pay their dividends in USD? As a Canadian shareholder holding such stocks, the dividend return in Canadian dollars would be negatively affected. Do you anticipate these companies could begin to pay dividends in Canadian dollars instead? Thank you.
Q: Hi Peter and Ryan.
Can you please provide some comments on Slack.? They had earning release today. I think the growth is amazing. But the valuations seem high too.
Q: ITP forecasts a ~13% (+/- 2%) revenue decline for Q2; given today's ~15% share price decline, is it getting interesting? Or is it still too expensive given what may be an indefinite lack of growth?