Q: I was shocked to learn that on Feb 9,that U stated that it is Ok to Hold SIS for income & growth but not considered a need to own if there are better alternatives. Bought a few years ago @ $17.28 & went along for the ride down to some $8.65 in early 2020 and the ride up to $22 H in Sep last.On Feb 10 U provided some alternatives.Please rank them starting with best in the event that I have to switch.Txs for u usual great services & views. Btw when are U appearing on Market Call ?
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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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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
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CrowdStrike Holdings Inc. (CRWD)
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Digital Turbine Inc. (APPS)
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Airbnb Inc. (ABNB)
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TELUS International (Cda) Inc. Subordinate (TIXT)
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Doximity Inc. Class A (DOCS)
Q: I would appreciate your opinion on these stocks for a 10 year hold. Thank you very much.
Q: What is the long term outlook for this stock? Bought at $40 and missed the opportunity to sell when it reached the high $40's. Does it still have potential to go back into high $40 range. If so, what will it take to do so. Or should one consider getting out at current price.
Thanks
Thanks
Q: I’m trying to understand the core business proposition of Amazon as comments on earnings were how great its last quarter was. Their online retailing is very competitive and a valuable service. But not very lucrative.
The AWS part of their business is very profitable but it would seem that it’s an oligopoly at best and subject to possible margin reduction.
Do you have any thoughts on why it’s growth and margins going forward look so attractive?
The AWS part of their business is very profitable but it would seem that it’s an oligopoly at best and subject to possible margin reduction.
Do you have any thoughts on why it’s growth and margins going forward look so attractive?
Q: In my total holdings, I am very well diversified across sectors (perhaps need to increase Industrials). Specifically, in an USD RRSP acc't, I am 20% cash after some adjustments (high-grading and trimming).
In this acc't, I am considering WFG, CCJ, RIO for the thematic and fundamental merits of each of the three. Which might hold the best growth possibilities going forward and why?
My thanks.
In this acc't, I am considering WFG, CCJ, RIO for the thematic and fundamental merits of each of the three. Which might hold the best growth possibilities going forward and why?
My thanks.
Q: Just did a nice roller coaster ride with these two ; worth holding for another 5 years in a registered account ?
Q: Hello Peter and team,
How were Sunlife's results? What is the street expecting from Trisura Group as it reports tonight? Also, please comment on BAMs' announcement on splitting of the asset management unit? Thanks very much
How were Sunlife's results? What is the street expecting from Trisura Group as it reports tonight? Also, please comment on BAMs' announcement on splitting of the asset management unit? Thanks very much
Q: If you work for a company and you have restrictions on when you can buy and sell a stock. There are only certain times a year you are allowed to buy and sell. For example lets assume any one of those in the top ten holdings of HHL.
My question is can you buy and sell HHL during those restricted periods?
Thanks Jimmy
My question is can you buy and sell HHL during those restricted periods?
Thanks Jimmy
Q: I went back to Constellation Software’s old reports to compare results to Topicus’ current results. Constellation had similar revenue ($891m USD) in 2012 to Topicus in 2021 ($846m USD).
Here are the revenue growth rates for those years:
CSU : 15%
TOI: 50%
Here are the acquisition amounts in those years:
CSU: $141m USD
TOI: $385m USD
By the numbers, it would seem that Topicus is significantly more aggressive in terms of growth by acquisition than Constellation was when it was the same size back in 2012.
My question is can Topicus keep this rate of acquisition up over the next five years or so, or are they picking off the low hanging fruit and things will get much more difficult down the road? Thanks
Here are the revenue growth rates for those years:
CSU : 15%
TOI: 50%
Here are the acquisition amounts in those years:
CSU: $141m USD
TOI: $385m USD
By the numbers, it would seem that Topicus is significantly more aggressive in terms of growth by acquisition than Constellation was when it was the same size back in 2012.
My question is can Topicus keep this rate of acquisition up over the next five years or so, or are they picking off the low hanging fruit and things will get much more difficult down the road? Thanks
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Royal Bank of Canada (RY)
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Toronto-Dominion Bank (The) (TD)
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Bank of Nova Scotia (The) (BNS)
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Bank of Montreal (BMO)
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Canadian Imperial Bank Of Commerce (CM)
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National Bank of Canada (NA)
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Canadian Western Bank (CWB)
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Laurentian Bank of Canada (LB)
Q: Recently Veritas’ D.Souza cut most of the big canadian banks to sell. Could I have forward P/E for each of them? I doubt it, but do you agree with M. D’Souza that the banks are a bit overpriced looking at 2023?
Thanks
Thanks
Q: Hello,
According to TD and Interactive brokers, UWMC's PE ratio is 0.32X.
It has a 8.5% dividend. Do you think this is a good stock to buy? The earning release is today - any comment? Thanks.
According to TD and Interactive brokers, UWMC's PE ratio is 0.32X.
It has a 8.5% dividend. Do you think this is a good stock to buy? The earning release is today - any comment? Thanks.
Q: Hi folks....thoughts on Q results for Sangoma....seem in-line/small beat....stock trades minimal volume daily, and has drifted lower than pre-Star2Star acquisition...own a partial position....know 5i likes/holds....do you still think Sangoma is good hold, & moving in right direction....merci beaucoup, jb Piedmont QC
Q: Cann you see any reason for today's steep decline of 4-5%?
Q: Just wondering if I should move on after latest earnings report or give it till the summer months to recover.
Would like move into some beaten down small cap names that recently had good earnings…
Would like move into some beaten down small cap names that recently had good earnings…
Q: Hello Peter and team,
What do you think of major drilling group? For banks like TD and telecoms such as BCE, when would one consider them to be over valued? Would be mostly based on PE ratios and if so, what would considered a high PE ratio for banks or telecoms to be considered in over value territory? Thank you.
What do you think of major drilling group? For banks like TD and telecoms such as BCE, when would one consider them to be over valued? Would be mostly based on PE ratios and if so, what would considered a high PE ratio for banks or telecoms to be considered in over value territory? Thank you.
Q: follow-up to my earlier question. I wanted to know what numbers 5i expects shop to report.
Q: Is Affirm a buy after the sell off last week?
Q: Your comments on Trisura's earnings please.
Q: Further to Cal's question on taxation of the BAMR to BAM.A exchange: the BAMR website states the following:
The exchange would be considered a disposition of the Class A Share of BAM Re. A Canadian resident shareholder who disposes of a share of BAM Re via an exchange would recognize gain or loss equal to the difference between the fair market value of the BAM shares received (at the time of the exchange) and the adjusted cost basis (“ACB”) of the BAM Re Class A shares exchanged.
The exchange would be considered a disposition of the Class A Share of BAM Re. A Canadian resident shareholder who disposes of a share of BAM Re via an exchange would recognize gain or loss equal to the difference between the fair market value of the BAM shares received (at the time of the exchange) and the adjusted cost basis (“ACB”) of the BAM Re Class A shares exchanged.
Q: I owned VLB and I'm underwater by over 13%. Given the outlook for higher interest rates, should I sell and move on?