Q: Sorry but I have to ask. If you were to pick two AI small cap takeover target ... what would you pick in Cad and USD? Thanks Danny-boy
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: You last commented on SES over 3 months ago so I wonder if you could provide an update. Most notable since then was the release of their Q2 earnings on 30 July. These were well received by the Street with the likes of Raymond James, BMO, ATB and NB all raising their price targets.
Thanks as always.
Thanks as always.
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iShares S&P/TSX Capped Financials Index ETF (XFN)
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BMO Equal Weight US Banks Hedged to CAD Index ETF (ZUB)
Q: Please provide a hedged financial EFT for earning about 10% for the first year, including both dividend and capital gains. Please also provide a Canadian one.
Q: Hi,
On September 4 in an answer to Ritwick's question, you said: "BCE did not cut its dividend in other times of crisis...".
I thought BCE cut its dividend by about half in 2008. It did raise the dividend again to previous trend levels in the subsequent year(s).
I vaguely recall at the time that the 2008 dividend cut was quite a dramatic move for a "widows and orphans' stock and of course no one could predict at the time the dividend would be reinstated the next year.
Cheers, Michael
On September 4 in an answer to Ritwick's question, you said: "BCE did not cut its dividend in other times of crisis...".
I thought BCE cut its dividend by about half in 2008. It did raise the dividend again to previous trend levels in the subsequent year(s).
I vaguely recall at the time that the 2008 dividend cut was quite a dramatic move for a "widows and orphans' stock and of course no one could predict at the time the dividend would be reinstated the next year.
Cheers, Michael
Q: How do these corporate bonds compare. I was considering a 2% position.
Do you prefer one over the other, or a 1-1.5% position in both.
Thank you
Do you prefer one over the other, or a 1-1.5% position in both.
Thank you
Q: Do you have any comments on ChromaDex Corp. (CDXC)? I see that Hamed Shahbazi is on the company's Nominating and Corporate Governance Committee.
Thanks
Thanks
Q: The Globe reports that Moody's just downgraded BCE. I understand that the downgrade means borrowing costs are higher. What else does it mean?
Do you think that BCE will have need to borrow money in the next couple of years.
Thanks a lot for your views.
Do you think that BCE will have need to borrow money in the next couple of years.
Thanks a lot for your views.
Q: What are your thoughts on the c rating downgrade ? Dividends are currently over 100% of FCF. How do they maintain the div under this situation
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Suncor Energy Inc. (SU)
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Canadian Natural Resources Limited (CNQ)
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Constellation Software Inc. (CSU)
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Descartes Systems Group Inc. (The) (DSG)
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Alimentation Couche-Tard Inc. (ATD)
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Premium Brands Holdings Corporation (PBH)
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TerraVest Industries Inc. (TVK)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Nutrien Ltd. (NTR)
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ADF Group Inc. Subordinate Voting Shares (DRX)
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Boyd Group Services Inc. (BYD)
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Topicus.com Inc. (TOI)
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Lumine Group Inc. (LMN)
Q: I would like to set up a concentrated balanced portfolio of 6 Canadian value and 6 growth companies. I'm looking for the very best companies Canada has to offer, currently. I realize you have a balanced portfolio but I'm looking for the companies that are poised to do the best in the current ecomonic environment. As always, thanks for your much appreciated advice.
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StorageVault Canada Inc. (SVI)
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American Tower Corporation (REIT) (AMT)
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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Granite Real Estate Investment Trust (GRT.UN)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
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SBA Communications Corporation (SBAC)
Q: Hello, since the rate cutting have started, what reit would you be interested in Canada and in the US?
Q: Hi, can i get your opinion on this company?
Q: Hi team,
In march, I asked if ATD was priced for perfection. ATD then reached a high around $85.
I wonder now about my DOL shares. I wanted to sell in the last months, but did not, because the stock keeps going up. With a PE of 37, and a high around $137, I fear that any problem with China would affect their supply. Do you know if DOL go thru third party’s warehouses or have their own China contacts? Do you have any data on the percentage of their business from Chinese items- should be quite high?
Covid did not stop them, so should we be worried?
Thanks
In march, I asked if ATD was priced for perfection. ATD then reached a high around $85.
I wonder now about my DOL shares. I wanted to sell in the last months, but did not, because the stock keeps going up. With a PE of 37, and a high around $137, I fear that any problem with China would affect their supply. Do you know if DOL go thru third party’s warehouses or have their own China contacts? Do you have any data on the percentage of their business from Chinese items- should be quite high?
Covid did not stop them, so should we be worried?
Thanks
Q: thoughts on match now and long term ?
Q: what are your views on the future natural gas supply/demand dynamics for North America. Increased electrical usage due to record heat this summer does not appear to affect gas supply.
Q: Hi. I watch various Youtube videos on investing, usually hosted by different people. I often notice that these individuals present various graphs showing change in EPS over many years or change in cash flow or change in revenue or change in <etc>… Do you know of different graphing tools that may be providing this data? Most graphing tools I see usually show change in stock price, dividends, volume, … The ability to see all the different fundamental data over time looks enticing. Thanks.
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Barclays Bank PLC ZC SP ETN REDEEM 23/01/2048 USD 27.193879 - Ser A ShortTerm Futu (VXX)
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Barclays Bank PLC ZC SP ETN REDEEM 23/01/2043 USD 16.855272 - Ser B MidTerm Future (VXZ)
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ProShares VIX Short-Term Futures ETF (VIXY)
Q: How can I trade the VIX?...
Q: What are thoughts about Therma Bright . Does this company have potential and do you have any thoughts about it management team
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Amazon.com Inc. (AMZN)
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Broadcom Inc. (AVGO)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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BlackRock Inc. (BLK)
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Constellation Software Inc. (CSU)
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Crocs Inc. (CROX)
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Berkshire Hathaway Inc. (BRK.B)
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Vertiv Holdings LLC Class A (VRT)
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Celsius Holdings Inc. (CELH)
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Cellebrite DI Ltd. (CLBT)
Q: Morning, you wonderful people.
Looking to add with your help. I am a believer in tech and growth in my TFSA. Other accounts are balanced.
I hold CSU, AMZN, NVDA, MSFT, GOOG, COST, AVGO, BRK.B, BLK.
Regardless of sector etc. Please let me know your top 3-5 to add to this portfolio. Longterm and conviction!
Thank you muchly.
Looking to add with your help. I am a believer in tech and growth in my TFSA. Other accounts are balanced.
I hold CSU, AMZN, NVDA, MSFT, GOOG, COST, AVGO, BRK.B, BLK.
Regardless of sector etc. Please let me know your top 3-5 to add to this portfolio. Longterm and conviction!
Thank you muchly.
Q: 5i Research has been always positive about BCE and its high yield as manageable and the Management is doing a good job through challenging times. BCE bonds last week were rated at just 2 notches above junk by Moody & S&P Globe ratings. I am wandering if you can justify your optimism in this light of downgrading. If so please provide reason for your optimism.
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Celestica Inc. (CLS)
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TerraVest Industries Inc. (TVK)
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ADF Group Inc. Subordinate Voting Shares (DRX)
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Topicus.com Inc. (TOI)
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Lumine Group Inc. (LMN)
Q: I just finished contributing to a full position in HPS.A. I'm looking to start contributing to some of the smaller growth companies that your group recommends. I’m considering DRX, CLS, TVK, TOI and LMN. In what order would you recommend and what price to buy for the next 2-3 years.