Q: TRP or ENB and why?
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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: Hello,
Would you be a buyer of NBLY at these levels for a 5-10 year hold. We are down 50% on our initial investment but I feel this company is just out of favour and fundamentals are solid.
I would appreciate your view
Thank you
Would you be a buyer of NBLY at these levels for a 5-10 year hold. We are down 50% on our initial investment but I feel this company is just out of favour and fundamentals are solid.
I would appreciate your view
Thank you
Q: Thoughts before they report tomorrow? I know high inventory was an issue but I understand that they do an annual "warehouse sale" in August... should the presumed decrease in inventory overcome the haircut they'll take on the sales in terms of market reaction?
I'm asking you to predict the future a bit here, I know.
I'm asking you to predict the future a bit here, I know.
- Alphabet Inc. (GOOG)
- Visa Inc. (V)
- Constellation Software Inc. (CSU)
- Alimentation Couche-Tard Inc. (ATD)
- Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Gentlemen;
What 5 core stocks, Canadian or US, would you want to add to today?
What 5 core stocks, Canadian or US, would you want to add to today?
- Imperial Oil Limited (IMO)
- Tourmaline Oil Corp. (TOU)
- MEG Energy Corp. (MEG)
- Athabasca Oil Corporation (ATH)
- Baytex Energy Corp. (BTE)
- Kelt Exploration Ltd. (KEL)
- Tamarack Valley Energy Ltd. (TVE)
- Trican Well Service Ltd. (TCW)
Q: i own the above stocks.i want to add one more, your favourite mid to small cap oil company for growth. dave
Q: RBC lowered target price to 153. Anything to be concerned about? I looked up report section and last time TFII was formally reported upon was April 2022. Can you explain why 5i feels TFII is a top pick? What are the main strengths and weaknesses going forward? What price do you see down the road and why?
A suggestion: company reports should be updated every 12 months. In TFII's case, it's 17 months and counting. I realize there are lots of questions about TFII but a report formally brings it all together. I'm sure your customers would appreciate this.
A suggestion: company reports should be updated every 12 months. In TFII's case, it's 17 months and counting. I realize there are lots of questions about TFII but a report formally brings it all together. I'm sure your customers would appreciate this.
Q: Would you agree with the activist investor (Engine Capital) that PKI is undervalued and a stock buyback and a reduction in capital would be good for the company.?
Thx
Thx
Q: I realize this company has a high P/E but at a 52 week low and not a lot of competition and a fragmented industry for acquisitions,is this not a Screaming Buy …. your thoughts on the company and any upcoming catalysts to help this company to a mid 20s
- Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
- Granite Real Estate Investment Trust (GRT.UN)
- InterRent Real Estate Investment Trust (IIP.UN)
- BMO Equal Weight REITs Index ETF (ZRE)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: I'm not sure if I should take comfort in the fact that you still have ZRE in the portfolio or not, the last little while has been rough. If you were putting new money into the sector under current conditions would you stick with the equal weight ETF approach or would you just choose a couple of your favourite individual stocks like DIR and/or CAR (or perhaps another ETF that is not equal weight)?
- Toronto-Dominion Bank (The) (TD)
- Sun Life Financial Inc. (SLF)
- TMX Group Limited (X)
- A&W Revenue Royalties Income Fund (AW.UN)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: Can you comment on your current top 5 Canadian dividend stocks?
Q: Would you finally pull a plug on ADW.A:CA since its value has been relentlessly going south ? Your hopes expressed in May 2023 report have not materialized in the stock valuation. Having lost over 50% of its value in my portfolio I am not longer optimistic about it recovery in foreseeable future.
- Toronto-Dominion Bank (The) (TD)
- Suncor Energy Inc. (SU)
- Constellation Software Inc. (CSU)
- Dollarama Inc. (DOL)
- Descartes Systems Group Inc. (The) (DSG)
- TMX Group Limited (X)
- Thomson Reuters Corporation (TRI)
- Alimentation Couche-Tard Inc. (ATD)
- Premium Brands Holdings Corporation (PBH)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Your latest market update talks about fundamentally sound companies with good long term histories. What companies from your portfolio most look like this?
Thx
Thx
- Sun Life Financial Inc. (SLF)
- Intact Financial Corporation (IFC)
- WSP Global Inc. (WSP)
- Descartes Systems Group Inc. (The) (DSG)
- ATS Corporation (ATS)
- BRP Inc. Subordinate Voting Shares (DOO)
- Kinaxis Inc. (KXS)
- Open Text Corporation (OTEX)
- Thomson Reuters Corporation (TRI)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: What are some stocks that could do really well with AI becoming more and more available ?
Q: Hi Peter,
What is your current outlook for ZBRA? It has been drifting lower since the last earnings report. Their announcement yesterday of mobile pay system has not generated any enthusiasm.
Regards
Rajiv
What is your current outlook for ZBRA? It has been drifting lower since the last earnings report. Their announcement yesterday of mobile pay system has not generated any enthusiasm.
Regards
Rajiv
Q: I like the industry - it has a very long future - and then spotlight is not on it currently. PLC's price is hitting new lows. Is this because the company is not as good as once thought? Or might this be a winner is a couple of years?
John
John
Q: is 5i still as keen on GoEasy going forward. The stock has not been behaving well.
Q: Can you give me your 3 favourite Canadian gold stocks and reasons why? Thank you.
- Canadian National Railway Company (CNR)
- BCE Inc. (BCE)
- Enbridge Inc. (ENB)
- Canadian Pacific Kansas City Limited (CP)
- Hamilton Utilities YIELD MAXIMIZER TM ETF (UMAX)
Q: I own CP, CNR, ENB, BCE, in my Rif account and was thinking about selling these to buy UMAX to increase income and keep me in these sectors. They are about 17% of that portfolio and I don't think I am adding risk by doing this but I will be increasing income significantly. Does this move make sense? Thanks, James
Q: Hi Team,
I am down on NBLY big time and would like to get your thoughts if it is a buy, hold or sell and your rationale please.
Good work guys, as always.
H
I am down on NBLY big time and would like to get your thoughts if it is a buy, hold or sell and your rationale please.
Good work guys, as always.
H
Q: Hi 5i,
I hold a full PLC position in my TFSA for awhile. In your opinion is it a compelling buy today for a 1% position in a NonReg account? If not, what price would offer a good risk return scenario for a buy and hold investor or do you think there might be further downside due to tax loss selling later this year?
I hold a full PLC position in my TFSA for awhile. In your opinion is it a compelling buy today for a 1% position in a NonReg account? If not, what price would offer a good risk return scenario for a buy and hold investor or do you think there might be further downside due to tax loss selling later this year?