Q: What is your opinion Biontech and Moderna. They both seem to have low forward PE multiples. Any indication of what might be in their pipelines. I noticed on July 17 you listed Biontech as a sell. Thanks for your analysis
Q: It seems like everyone is positive on TD's future prospects. Yet no one mentions the potential monetary fines that could be levied against TD associated with money laundering. Why is that? Everyone appears to be very complacent about the probe over anti-money laundering. If the fines were substantial, could TD shares not take a hit? Your comments would be appreciated.
Q: What is your take on the MOU between SQM and Codelco announced today.
This past April Chile announced it was shifting to a "state model" pertaining to minerals.
Is it time to sell SQM or hang tight.
It seems as though in the last couple of months Tvk has caught your eye. What made you chang/decide to really start endorsing TVK (other than stock performance)?
Can you please provide your insight on Tvk’s business model, valuation, growth and future prospects.
Q: Nice acquisition today by TFII and a good move in the stock. TFII seems to have perfected the art of the acquisition and integrating into operations. I believe TFII is the largest trucking company in Canada. How do they rate compared to US firms? Is there a possibility that TFII might be in the sights of a big US firm? Could they be on the receiving end of takeover bid?
Q: Following a recent question about a Canadian TFSA account. For a growthy TFSA contribution for 2024, which U.S. companies would you recommend ? Please rank based on potential gains for a 3-5 year period, with a brief comment on each one. Moderate to high(ish) risk is fine.
Q: I want to get into gold stocks and have always preferred Franco Nevada in the past. Should I look at buying some of it now, and what other companies would you recommend to complement it if I do? (In the same sector) Thanks
Q: Today is the last day for tax loss selling they say. Is this only for stocks or also for options' positions? Should one sell one's positions even if the option expiry date is in Jan to take a loss and re-enter in Jan 24? New to the options writing. Sorry for posting this question during this holiday season. Answer it if you deem this as urgent.
Happy Healthy Peaceful and Prosperous New Year!
Q: Hello 5i
If one wanted to jump on the bitcoin bandwagon and go for a ride, would you pick COIN or GLXY? A brief explanation as to why would he appreciated.
Thank you
Dave