Q: Can I please get your opinion on this ETF for dividends and some growth. It seems to me this fund used to be nicely balanced with about 40 stocks all equally weighted and balanced sector wise. 20 US and 20 CAD holdings. Also the AUM looks to have decreased. The holdings and breakdown look much less appealing now, being overweight financials and energy not that different than any other Canadian div etf. thoughts and replacement options.
Thank you!
ATS has had a nice move since mid- July. Do you feel this is just along with general market movement or something else? How do you feel about adding to this company at this point?
Q: kms dropped a lot today (Tuesday), I think they report this week. anything you see that might explain the drop. could some bad news have leaked out. what do you expect from kxs earnings. is there anything to be concerned about.
Q: I’d like to ask you to speculate on if and when Telus International might initiate a dividend? I’m assuming it is likely to happen one day? I know that you like to see that first dividend established. In your experience would it be unusual before a certain number of years have passed after being listed? Is there some consistent level of profitability required over a given time usually, or any indicators/predictors to go by? Thanks for your insight.
I would like your opinion on Shopify not just on its own merit but in relation to the ecommerce business of Amazon. While the long term adoption is in place the rate of growth has slowed according to Shopify. However, Amazon being a much larger and mature business had an impressive revenue growth for the quarter?
How will the market value Shopify as compared to amazon? And when taking into account Shopify's vertical integration and Amazon's diverse business, which one would give a better return to the investor for the next 12-18 months?
Regards
Rajiv
Q: Big jump on the PepsiCo announcement. It was still rebounding well before that despite how expensive the stock is and the state of the rest of the market. Would you please share your thoughts / opinion on what the potential thesis of a buyer vs. what the potential thesis of a seller of this stock might be at this time?
Q: Would appreciate your view of latest quarterly. Am in for long term, 5 years plus, but currently underwater by 15%. Appropriate to increase holding or hold tight??
Q: I believe your last answered a question on Porch in February 2021 when it was trading at + or -$20 and had very strong growth. Now that the stock is below two dollars, do you consider it good value or worth a medium/high risk purchase at this point
Q: Any thoughts on J's recent movement downwards, and if your opinions of the company are inline with the positive analyst recommendations in their profile? Thanks!
Q: Any reason for the big bounce back in ROKU since its big earnings drop last week? Are shorts covering? Or is there some news? Or are people realizing it might be oversold at this point?
In light of the quarterly performance of Meta and Roku, what is your short to medium term outlook for the 3 companies mentioned above? Will they still be candidates for overperforming in a recovery bounce when the market is done with the downward trend.?
Regards
Rajiv
Q: Good Morning,
Would you rank ZWH as a buy in the current environment is there any comparable ETFs listed in CAD that perhaps have a smaller covered call overlay to allow more growth.
Q: Currently at a slight loss in UCTT. It’s a long term position. Would you continue to hold or replace with another stock preferably in chip/tech sector? Thanks for the valued advice.