Q: With the general sell off in tech stocks, I'm currently down about 40% on each of these companies. However, I remain long term positive on them and would like your opinion as whether now is the time to add to my positions or whether you feel there may be further pain ahead for the sector and I'd be better off biding my time?
Q: These large behemoths have been decimated in varying degrees. Would you please rank them and would you buy now for a long hold on what seems like a huge sale on quality leaders? Thanks.
Q: Hi, I’m trying to decide between these 4 operators to invest right now. Would you do a short compare of their size, debt and outlook ?
In 5i Market Data , what is the difference between « Total debt to equity » and « Leverage ratio ». Does Debt/CF show up somewhere? Which other ratio(s) would be the best indicator(s) in this specific sector ? Thanks
Q: Hi, There seems to be a systematic decline in equity values, for past two days, in sectors like Utilities and Telcos, which are considered proxy to bonds, due to their higher yields. They held on better than the market, in general, during past few months. Do you think, the fear of rising rates has finally caught up with these sectors and these stocks might come under pressure, even more, in near term, as Fed and BOC continue with their plans to hike interest rates. What's your advice ? We have about 10% weighting in each of the two sectors. Thank You
Q: Please rank these stocks and would you be comfortable buying them now for their generous yields with at least a three year hold?
Any individual company comments are welcome. Thanks.
Q: Star Bulk Carriers (SBLK)( Dividend approx. 23%) and Golden Ocean Group( GOGL)(Dividend approx 13.8%) were mentioned in Seeking Alpha newsletter recently with regards to Attractive Dividend Stocks...
- 1. What are your thoughts on the 2 companies individually ?
- 2. What are your thoughts on the dividend offered ? EVEN if they cut their dividend in half ??
- 3. They Both have multiple Buy Ratings from what I see in my personal research...
- 4. Would you consider One or Both a Buy or Not ?
Q: Following the much-anticipated rate increases that are pending here and in the US, would you buy a house or two for rental income and hopefully sell in the next 2-3 years for a quick profit?
Similarly, would you invest in a developer in Ontario who is building twelve homes in a small subdivision to sell and build to spec for buyers?
Thanks.
Q: No one escapes higher interest that will be with us for a while until inflation abades..As all companies refinance their debt loads , investors tend to shun highly leveraged firms..it almost killed baytex and a few others...what companies/sectors should we avoid?are tech s highly leverage d?and lastly, do we run to high cash flow companies? Many thanks
Q: Are the fundamentals intacts for these companies or are they more affected by the market correction due to: inflation, supply chain, interest rate, techno bust, pandemy, Ukraine,....etc?
You have commented recently that APPS will require patience and is a HOLD at this point. Could you please give some insight as to why you think its a hold? I am down 60% on it and have a time frame of 2-3 years. Could you comment on what to potentially expect in the next 2-3 years. (always respecting you don't have a crystal ball)
Thanks for all your work and guidance in this tough climate!
Q: G2S2 Capital just announced they now own over ten percent of Knight Therapeutics. Can you tell us anything about them other than the obvious that they have a lot of patience? Thanks.
Considering how popular Cruising is, I was very surprised to see the last time anyone has asked about RCL seems to have been last July!
1. Are they a risky sector?
2. Surely older demographic will gravitate more to Cruising?
3. Which Cruise ship company has the best potential?
4. Is there an aging demography themed ETF?
5. RCL - Buy sell or Hold?
Q: Which Canadian energy companies have the most sustainable dividends with the best prospects for dividend increases? Might they hold up in a slow growth stagflationary world?