Q: Hi! Wondering if you are still positive on Interrent. Can you please comment on how this company is doing and if you see it as a buy, hold, or sell. With interest rates being lowered do you see this stock improving?
Thank you!
Apparently Berkshire owns a large stake in Sirius XM. The company seems to be in the doldrums so is there any reason that you can see why Berkshire would own such a large stake in this company? Is it the same approach they are taking with Ulta where they see an undervalued company that they believe has a high chance of turning things around?
Q: I enjoyed the steady income stream from A&W together with the relative share price stability in my registered account. Now that A&W has converted and is no longer a royality fund, can you provide 2 or 3 top income fund recommendations to replace it? They can be any sector and Canadian or US.
Q: Hi 5i,
The BoC announced the largest rate reduction in 15 years (not including during the pandemic) this morning, and since that announcement my well diversified portfolio has experienced its largest single day loss (right across the board) since I began managing my own investments 8 years ago.
I've been looking forward to today's announcement because I had thought it would lead to an increase in my portfolio value, but it seems to have had the opposite effect - in spades!
Can you explain what's going on? And should I be worried?
Thanks 5i.
Peter
Q: BIPC has had a good run lately, do you see much more near term upside with the dividend tax credit changes? I’m thinking to switch into PEY for the greater yield and more upside once we get a change in federal gov. Also I like the ability to write some covered calls.
What are your thoughts on this trade, and do you have any insights on timing?
Q: Since long time I refrained myself to buy this company due too the dangerous conflictual situation between USA and China about Taïwan. How do you asses the risks of an investor who buys now share of this enterprise in a 2-3 years horizon ?
How would you rank these companies based on risk adjusted returns and where they are currently trading? I currently have positions in all and looking to add.
Q: I have small positions in these stocks and I'm also overweight in Canadian stocks, so considering raising some cash to invest in U.S. and/or international stocks.
Please rate these in terms of whether to hold (and, if so, how much patience might be
needed) or sell.
Q: Considering taking a 12% hit on TELLUS for tax loss and considering I also own BELL so am considering NTR as a replacement for hopfully more growth all bet less income. Or would you consider buying back after 30 be fine? Any thought on a better alternative .Retirement portfolio including HDIF,CIG447,PMIF,WCP,and ENB.BCE. Thanks Larry
Q: Hello, In January I asked your thoughts and entry point for BKNG. You felt at the time that $3300 was a good entry point, where would that be if you had to re-evaluate today ?
Q: I have held CN Rail for years and it has averaged around 9% including the dividend. Wildfires and labour issues have hit the company hard over the last few years and the stock price has not done much. On the other hand, CPKC’s stock price has done a bit better. Both just released their latest earnings. CN expects its adjusted diluted EPS to grow in the low single-digit range for 2024 and average in the high single-digit range over the next couple of years. Whereas CPKC expects its adjusted diluted EPS to grow double digits for 2024 and over the next couple of years. What other metrics should I be looking at? Are railways still a good investment and if so, would you suggest a swap to CPKC? Thanks for your help.
Q: Divid Milstead in the Globe writes that BAM is considering moving it's HQ to New York. Could you comment on likely implications for Canadian holders? If this is a go; what kind of advance notice might be customary?
Thank You.
https://www.theglobeandmail.com/business/commentary/article-as-brookfield-seeks-us-stock-index-membership-it-could-continue-to/
Q: Can you please provide your insight with respect to RCI.B ‘ s equity offering of $7 billion to reduce debt ? The stock today is down $2.
How this will impact the shareholders ?
Thanks.