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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.

Q: Earlier this week a US judge ruled that Google has an illegal monopoly with its Android App Store, and the judge set out a bunch of rules that Google must follow for the next three years so as to allow for more competition. This ruling came out of the Epic Games lawsuit. Google plans to appeal and seek to pause the order. But I am confused. At the end of 2023, Google agreed to a $700 million settlement to resolve similar state and consumer concerns with its App Store. And as part of that settlement, I thought they agreed to similar changes to their App Store to what was just laid out this week. So, why are they fighting the most recent ruling? Thanks.
Read Answer Asked by Kim on October 10, 2024
Q: Since the Canadian banks eventually trade in line with each other,would it make sense to sell Royal and buy BNS,TD,etc.?
Read Answer Asked by Allen on October 10, 2024
Q: In a response to Marco today you indicated that BCE has a 12 month trailing cash flow of 7.6B, compared to dividends of 3.7B. Does this imply a payout of just under 50%, or am I missing something? I thought BCE's payout was well over 100%. If the 50% figure is correct, why all the concern about a dividend cut? Please clarify.
Thank-you
Read Answer Asked by grant on October 10, 2024
Q: What are your top 10 Canadian and top 10 US stocks for a long term hold?
Read Answer Asked by Ben on October 10, 2024
Q: What is your assessment of today's financial engineering announcement regarding BEPC? Can you give me a good reason to stick with BEPC versus switching to FTS? FTS is a blue chip utility with a normal corporate structure. My gut is telling me to stay well clear of the Brookfield group of companies, fearing that their corporate shuffling and financial wizardry will end badly one day.
Read Answer Asked by David on October 10, 2024
Q: Hi, I would love your views on the railroads? Are they a buy at these levels or do you see further downside.? Would you consider one or more to be a good core holding for a retired reasonably conservative investor? How would 5i rank your most preffered North Amercan railroads please? Thanks in advance?
Read Answer Asked by Harry on October 10, 2024
Q: Hi,

May I request your expertise in assessing the Risk VS Reward IF I were to buy one of the following stocks, (plan to buy and write covered calls on) :
NVDA/GOOG/AMZN/MSFT/VRT/CRWD/INTC

If this strategy is profitable, I plan to hold this stock for a long time provided it doesn't get called away!

Low Risk/Low Reward =1.
High Risk/High Reward=10

Thanks in advance.
Read Answer Asked by Savalai on October 10, 2024
Q: Looking to buy good companies that have been beaten down recently but have good chance of rebounding; bce lulu novo-nordisk crowdstrike
Please comment on this plan and these stocks and add your suggestions for similar stock pick
Many thanks for your great service
Peter
Read Answer Asked by Peter on October 09, 2024
Q: Which do you prefer for a long term hold? Which currently has a cheaper valuation?

Costco or Walmart ? Thank you
Read Answer Asked by Nick on October 09, 2024
Q: Would you endorse a switch from DHR to ISRG (taxes not an issue)? I know you really like ISRG. I suspect I would be taking on more volatility and DHR has been a decent grower but would ISRG likely be that much stronger growth wise?

Appreciate your insight.

Paul F
Read Answer Asked by Paul on October 09, 2024
Q: Hi,
The BCE dividend is presently at almost 9%.
Would it be a smart move to buy it just for the dividend? The thing is I don’t want to lose capital that offsets the dividend either.
Knowing no one can predict future company actions, do you think they will cut their dividend?
Do you see the stock price drop if they don’t raise their dividend in February?
Where do you see BCE stock price in 5 to 10 years? Does it at least stay flat?
Thanks
Read Answer Asked by Marco on October 09, 2024
Q: I see that you and many analysts use forward PE instead of trailing when valuing a company. I understand that trailing PE is the recent past earnings, and forward PE is obviously the projected future earnings. But wouldn't it make more sense to use the trailing since its recent actual earnings, when the forward earnings are at best a projection or estimate, which is often quite wrong? Just curious why the industry standard seems to be the more inaccurate of the two. Probably because markets are forward looking, but I'd love to hear your thoughts. Thx
Read Answer Asked by Adam on October 09, 2024
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