Q: Comments on the most recent quarter? And the 5% drawdown is probably just profit taking maybe your thoughts? I’m a long term holder of course but still interested in what you thought.
Q: I'm interested in starting positions in companies involved in the push to a more energy efficient future. I've had a look at CCO AND ALB and I'd appreciate your opinion as to which one is the better choice currently. Also, is it too early to be taking positions in these sectors or are these companies capable of strong capital gains in the next year or two? Finally, do you think there are better companies to invest in in these sectors?
Q: Hi 5i, Well has been busy this month with acquisition of CarePlus and strategic alliance with MCI. With MCI it mentions AI opportunities in health platform.
Q: 1. What will be the effect on TC Energy stock prices if Coastal Gaslink project price increases by a further $1.2B?
2. What will be the effects on TC Energy stock if TC is forced to reduce operating pressure on Keystone pipeline?
Q: With the Coastal Gas Link pipeline getting close to completion. Which energy companies would be prime beneficiaries?
On a related energy question, when is the Trans Mountain pipeline expected to be completed and are there any energy companies who stand to benefit the most? Will this pipeline help close the gap in price with WTI?
Q: This takes one step forward and then three steps back. I'm down around 10% or so which is not the end of the world however, I just don't feel comfortable with it. Do you think I need more patience? There seems to be a lot of selling pressure on it which makes me nervous. Thanks.
There seems to be some love returning to the beleagured Canadian small/micro cap stocks. Given how much they have declined, it looks like there is decent upside if the recovery continues.
On this note, do you see STC as a name that has not yet joined the party (with PAY, NVEI, LSPD, DTOL, DCBO, etc., already on the move) and has some decent potential here?
What would be your top three picks in this space at this time?
Q: Peter; The perennial “ bear”, aka Rosenberg, basically just trashed the BOC last rate bump, saying the 2% level , they want is there. Could you comment on whether you agree or don’t and why ? Thanks.
Rod (;Publish if you wish) .
Q: Can you please give me forward P/E and PEG ratios for these three stocks and can you please rank them in order of your preference for a long term hold? Thanks
Q: Can you please rank these companies from best to worst for each of: valuation, PEG ratio, balance sheet strength? What would be your favourite for a long term hold? Thanks
Q: These covered call, leveraged ETFs seem to be very popular right now. Fees seem to be high in general on these funds, 2-2.5%. Horizon just introduced a suite of ETFs including the above 2 which I am interested in. They are funds of their own funds and usually products like this waive the management fee of the underlying fund. Do you know if this is the case for these 2?
I’m hoping Horizons large scale will allow them to keep their fees under control.