Fiona Wilson Predictions
Co-manager, i3 Dividend Fund Portfolios, Guardian Capital LP
Track Fiona Wilson's public market predictions and forecast accuracy. Each prediction is recorded from the date it was published to its estimated deadline, then graded correct or wrong based on the outcome.
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[23:34] I still think there's room to grow. They have to keep and and TD's on the cheaper end of most of them. And um I think you just have to consider if you see the revenue coming in the RE which we're seeing strong RE the strongest is coming you know basically RBC CBC kind of then there still might be room on the upside.
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[25:51] I I believe oil is going to stay high for a while. I mean, is the war over? Yeah, the war was over. No, the war's not over, right? and it's just escalating and there's been so much demand um supply destruction and with the straight of Hormuz being shut again or I don't know if it's shut or open or what's happening there but there's definitely I I I think energy won't go back down to like $40 or $50 a barrel.
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[27:31] and so I would I I would hold on to Nbridge. We own Nbridge in our Canadian mandate and we like it. It's it's kind of a long-term dividend payer. It shows dividend growth. is a bit on the high side for valuation right now, but again, we're at oil over $80 and I don't know how the conflict is really going to end and being I think that's tricky.
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[28:29] remember the average of the S&P 500 um PE was used to be 16. I don't think you can look at that anymore. I don't think that's going to I don't think we're going to come well hopefully we're not going to come back to that average. So I think there is a rerating and for quality assets who are generating strong cash flow dividends and strong earnings I think it's worth it.
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[32:12] So, um, so tell us is tricky. We don't own it in our portfolio now. We're not seeing it on the lens. You've got um SpaceX as a huge competitor in that space. So, there's a lot of competition there. Um, they spend a lot of money on FA 5G rollout and that. So, and how are they going to build their base? How are they going to broaden their consumers? How are they going to gain more consumers? So, that's tricky.
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[33:35] Oh, I agree. Um we own um we own Microsoft in our mandate and we um have added it in the last couple added to it a little bit in the last couple of months. uh its PE ratio is like in the 20s right now and um like next 12 months it's around 20 23 now. So yeah we think it's a by the huge huge tailwinds in the user space it's growing at about 40%... I definitely think there's room in the upside for Microsoft.
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