Your thought on adding one of the above names to my portfolio. I hold a bit of WBD from the AT&T spin-off and is ready to trade it with another stronger performer. Thank you!
Q: Hi Team
Would you take a position in VCLT ? I believe it is yielding around 4.8%
Or is there a high default risk on the Corporate Bonds.
I noticed a lot of the bonds were rated BBB
Thanks Gord
Q: Of my pipeline holdings, these 3 companies occupy ENB40%/TRP38%/PPL22% respectively. Ironically, over the last 5 years share price-wise, ENB has done the worst, and PPL the best. I would like to add a bit more to the group and normally I would start with PPL so to balance the three. I would appreciate your thoughts on the future of these 3 or any other alternative options and given the splits, which would you choose? Also, would you say that moving NG is the better longer term bet vs oil?
What would be a reasonable PE and growth rate for MAGT?
What do you think would be a very attractive price to pay for MAGT?
Is there a different readily available valuation ratio one might use for MAGT?
If so, please suggest the ratio and the recommended value.
thanks
Q: Can you rank the above "cheap" Canadian Oil and Gas companies according to 12 month growth potential with the assumption of >$80 WTI and >$7 MMBtu Nat Gas (NYMEX) price ?
Q: What do you think the odds are that Nutrien could deliver a total return of 15% in a year? If you think the odds are pretty good, what would you expect that the return might be?
Q: hi,
looking at recent earnings reports ( last was final year 2021/fourth quarter 2021 march 23,2022 release ), CPLF looks pretty good to me. it has growing revenue, profit, EBITDA, as well as a significant decreasing net loss. it seems to be in a business that is not going away, even with current economic conditions. it is extremely under the radar. it has positive cash balance. it is way down in price. do you think this is a good time to nibble away and add to a position? what are your current thoughts on this one? why do you think there is no coverage of this one in any investing/business media? cheers, chris
Q: I've traded around my position in ILMN for a few years and was thinking of adding. I like the long term potential of the sector and the regular consumables income. However, I'm wondering if CRSP is better value - less downside and similar upside. I'd appreciate your thoughts. Thanks!
what do you think is the sensitivity of oil/gas stock prices are to the actual price of oil/gas?
one side believes high prices (of stks and the commodity) are due mostly to supply shortages and the ukraine war
the other side believes that these 'issues' are secondary to the FCF generated by these companies - and all will be debt free and paying out large divvies even at the $70 oil level - and this makes it completely different than any other time in history
Q: With the US talking about isolating China, Is there an etf that focuses on the other asian countries like Taiwan, Vietnam, Singapore Japan etc or would you have another way to play this shift in policy?
Thx
Q: hi,
if you were forced to read the tea leaves, where do think the downside levels are for the TSX, Dow, Nasdaq, S&P from here, before we reset and begin grinding upwards again? cheers, chris