Q: Good Morning Peter and Team
From a tax perspective are ALA.R and ALA considered distinct and separate equities with respect to the 30 day rule? Could I sell ALA.R at a taxable capital loss and then acquire ALA within 30 days?
Thanks for your great service.
Don
Q: Considering the importance of NA natural gas feeding LNG aspiration of the Pacific Northwest, when will ALA start getting some of the respect that it deserves? Please provide 2019 cash flow estimates compared to KEY. Please provide 2018 & 2019 payout ratio based on cash flow.
Q: Could I please have your opinion on the following stocks: American Tower Corp (AMT), Cognex Corp (CGNX), Comcast Corp (CMCSA), Corning Inc (GLW), Qualcomm (QCOM), ServiceNow (NOW), Dowdupont (DWDP)? Regarding Fairfax India Holdings (FFXDF), is this a five year hold, or is it money down the drain? Your recent answer to someone asking about Cognex (CGNX) was that it was out of favour. Can I have more details? Do you think this is the time to be buying gold due to the US's huge debt, and the increasing trade tension between the US and China? Thank you for your input.
With respect to cyclicity of markets and sectors, you recently commented that materials is a sector that is "picking up". Briefly, which sectors are "picking up" and which are slowing down and is there a general time frame that these cycles work on?
Q: My local newspaper had an enlightening article on opioid prescriptions to treat chronic pain. The article stated that over 9 million prescriptions were filled "in Ontario alone" during 2015-2016. I found this number astounding considering the population is about 14 million which means one in every three people had this prescribed during that time which was an increase of 500,000 from three years previous to those dates.
Does this not mean Knight's announcement of Health Canada's approval of Probuphine for opioid treatment is a huge event? Why would they announce this after the close on a Friday - it seems like a big deal. What do you think?
Q: Please expand upon your answer from January. The answer you gave was 1 minute on google. Robert Friedland 16% (I like to follow winners) who are the other players, who is management. They sound good but do they know how to get it done. Are they really connected in China?
Q: Canopy growth has bought a large chunk in LIQ ,for $15 a share.this is about 50% more then the share price right now.What is the reason for this premium?
Do you see LIQ being taken over?and what are their future prospects?
How much do insiders own?
Thanks
Q: Hello! I'm a recent subscriber to 5i and liking what I see so far! I have a favorable view on the tech sector and own CQQQ and BABA. Any thoughts on these names or sector in general? Any other names that might be a good fit (besides Amazon)? I was also thinking VB would be a good way to play the tech and financial sector at the same time. How long has it being in the growth portfolio? Any other suggestions regarding niche banks?
Q: In these volatile times I am looking for a dividend payer that's more stable. Your opinion, please - and any alternatives you might like to suggest?
Q: I have extended family who want to learn about dividend stocks and all the terms and issues relevant to them. Is there a beginning level book on the topic that you can recommend? One that defines terms (dividend, ROC, yield, capital gains, POR, etc) as well as investment issues?
Q: I just want to park my money somewhere and be safe as far as the capital is concened plus and get some income... over a long period of time. 5.75% is a fine rate of return for an income-type investment as far as I am concerned. And the capital (i.e. the share price) looks to be very low volatility. Sounds exactly what I want. But is it too good to be true?