Q: What should we expect/look for in earnings this afternoon? Thanks
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: I have held a full position in TRI for a short period of time only since Nov. 2020. When I bought it I thought with 3-5 % revenue growth and a growing dividend I would see @ 10% return over time. Since that time it has doubled in share price. Can you help me account for the difference.
-
Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
-
Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: Hi Team,
I continue to hold Nvei with big losses. Would you endorse a switch into HPS.A today? Which stock/ company do you see having more potential say 3-5yrs down the road when comparing the two? Also, do you know the earnings dates for both?
Thanks,
Shane.
I continue to hold Nvei with big losses. Would you endorse a switch into HPS.A today? Which stock/ company do you see having more potential say 3-5yrs down the road when comparing the two? Also, do you know the earnings dates for both?
Thanks,
Shane.
Q: SHOP is really getting cleaned out today. How do you see the stock moving in the next few days. How serious is the lighter guidance they offered? Thinking of adding some to position. Are these good prices or best to wait to see where it goes first?
Q: Please recommend the best fund for sitting on US cash. Thx.
-
BRP Inc. Subordinate Voting Shares (DOO)
-
Alimentation Couche-Tard Inc. (ATD)
-
Aritzia Inc. Subordinate Voting Shares (ATZ)
Q: Hi Team
Can you please rate these 3 in terms of growth and also in terms of risk.
2 year hold minimum
Thanks
Can you please rate these 3 in terms of growth and also in terms of risk.
2 year hold minimum
Thanks
Q: I have been invested into the two ETF’s: HCAL and HUTS. I understand that this is a leverage play i.e. 25%. What I do not understand is why are the monthly distributions so high? I did the math on both ETF’s added all the yields up added 25% and it should not be yielding at current percentage. This is not a covered call ETF. Is there return on capital? What am I missing here?
Q: Hi
i'm invested in zlb. When I look at the report posted on the Globe & Mail by Fund data, it gives my the percentage returns compared to a benchmark. However, the report does not say which benchmark it uses. Which benchmark do you think this is?
CALENDAR RETURN (%)
2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
FUND 9.39 -0.37 22.88 1.62 21.83 -2.78 11.09 13.04 2.67 28.54
BENCHMARK 11.75 -5.84 25.09 5.60 22.88 -8.89 9.10 21.08 -8.32 10.5
thanks
i'm invested in zlb. When I look at the report posted on the Globe & Mail by Fund data, it gives my the percentage returns compared to a benchmark. However, the report does not say which benchmark it uses. Which benchmark do you think this is?
CALENDAR RETURN (%)
2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
FUND 9.39 -0.37 22.88 1.62 21.83 -2.78 11.09 13.04 2.67 28.54
BENCHMARK 11.75 -5.84 25.09 5.60 22.88 -8.89 9.10 21.08 -8.32 10.5
thanks
-
First Solar Inc. (FSLR)
-
SolarEdge Technologies Inc. (SEDG)
-
Enphase Energy Inc. (ENPH)
-
Nextracker Inc. (NXT)
Q: What did you think of the earnings? What would your top 3 picks in the space be? Do feel a turn is near or there's a catalyst to watch for?
Thanks, Mark
Thanks, Mark
-
Mandalay Resources Corporation (MND)
-
Jaguar Mining Inc. (JAG)
-
Aura Minerals Inc. (ORA)
-
Orezone Gold Corporation (ORE)
-
Aris Mining Corporation (ARIS)
Q: I’m wondering if you can recommend any junior developers in the mining space whose assets are likely to be sold to bigger companies in the not so distant future. My main interest is gold but I’m open to other metals too.
Q: Cerence's last result (Feb 6) appeared to show progress, yet the share price declined.
What is your view of the company and would you start a position here or prefer to wait for positive momentum first.
Thanks for the great service, Peter
What is your view of the company and would you start a position here or prefer to wait for positive momentum first.
Thanks for the great service, Peter
Q: Kindly comment on the CJ operational update announced this morning. Could that improve the stagnant SP of this name? Thanks.
Q: Hello, I have a small position in MEG and would like to add on the possibility of the company being taken over. As I understand it , they have a large Net Operating Loss (NOL) that a major could use to offset their tax. ..
What is your assessment of their financials? From what I see their EPS growth has been -ve for years. Then the question is why would someone buy this company? is it mis-managed?
Thanks
Carlo
What is your assessment of their financials? From what I see their EPS growth has been -ve for years. Then the question is why would someone buy this company? is it mis-managed?
Thanks
Carlo
Q: Thanks for quick response to my earlier question on earnings. Can you add comments after the earnings call?
Q: How well do you know this company and its management?
Interest rates have really helped clearly but seems like they have made some nice moves ...2021 acquisition of 40,000 accounts from community/Computershare Trust right before rates went up... relaunching the CSS and increasing mortgage loan originations
Also from what I read they are the dominant player in Canada for alternative investments (growing) by a large margin is this true and why are there no other players in this? Noted that TMX Group and Western Pacifc are the only other options in Canada for these investments.
Sharecount has seemed stable for close to 10 years down 90,000 shares.
Any other thoughts?
Interest rates have really helped clearly but seems like they have made some nice moves ...2021 acquisition of 40,000 accounts from community/Computershare Trust right before rates went up... relaunching the CSS and increasing mortgage loan originations
Also from what I read they are the dominant player in Canada for alternative investments (growing) by a large margin is this true and why are there no other players in this? Noted that TMX Group and Western Pacifc are the only other options in Canada for these investments.
Sharecount has seemed stable for close to 10 years down 90,000 shares.
Any other thoughts?
Q: I am using PLTR as an example. When looking at “potential” growth in a company, I assume it is useful to look at “current” PE “future” PE (as one metric). From the G&M watchlist I get 304 and 156 respectively for PLTR. From a growth standpoint this may suggest a potential 2x share increase IF the company meets targets. Is this correct? For my benefit what is the PE definition shown under “PLTR Profile” on the 5i site as it gives a PE of 246?
Thanks for all you do!
Thanks for all you do!
Q: I don't own any. What is the buying strategy. Should I chip away or buy a full position and not worry about an entry point.
Q: Blackstone has put in bid to buy TCN outright for $11.25 US ( approx. $15.00) Canadian. The stock did jump up in price when that bid was made . It now sits around $14.92 Canadian and I'm still in the hole approx. 21 %. Should I sell it now or wait for other potential buyers ? Thanks for any insight.
Q: Hi
Using round numbers NVDA share price is currently about 100 times revenue. For comparison purposes MSFT is 15 times revenue and AAPL is 7.5 times revenue. I understand NVDA has more growth than MSFT and AAPL but what am I missing here?
Using round numbers NVDA share price is currently about 100 times revenue. For comparison purposes MSFT is 15 times revenue and AAPL is 7.5 times revenue. I understand NVDA has more growth than MSFT and AAPL but what am I missing here?
-
Global X S&P 500 Index Corporate Class ETF (HXS)
-
Vanguard S&P 500 Index ETF (VFV)
-
Global X Nasdaq-100 Index Corporate Class ETF (HXQ)
Q: You recently recommended US/CA equities at 65%/35%. With US ETFs and CDRs I am only at 20% US. I am considering significantly increasing my holdings of HXS, VFV, and HXQ to make up the shortfall of 45% US. Do you see any downside to this approach?