Q: Please coment on latest results guidance & going forward. Txs for u usual great services & views
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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.
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Marriott International (MAR $354.10)
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American Tower Corporation (REIT) (AMT $179.29)
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Philip Morris International Inc (PM $160.45)
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Union Pacific Corporation (UNP $250.51)
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Enbridge Inc. (ENB $75.17)
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Canadian Natural Resources Limited (CNQ $64.16)
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TMX Group Limited (X $50.63)
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Toromont Industries Ltd. (TIH $210.88)
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Premium Brands Holdings Corporation (PBH $85.40)
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Texas Pacific Land Corporation (TPL $409.97)
Q: Hi 5i!
Thanks for all your great work, I appreciate it very much,
What are your top Dividend growing growth stocks? 5 US and 5 Canadian?
Thanks,
Murray
Thanks for all your great work, I appreciate it very much,
What are your top Dividend growing growth stocks? 5 US and 5 Canadian?
Thanks,
Murray
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Caterpillar Inc. (CAT $790.66)
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Chevron Corporation (CVX $188.55)
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The Walt Disney Company (DIS $99.17)
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Freeport-McMoRan Inc. (FCX $67.80)
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GE Aerospace (GE $308.35)
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Goldman Sachs Group Inc. (The) (GS $907.80)
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LyondellBasell Industries NV Class A (Netherlands) (LYB $73.72)
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Williams Companies Inc. (The) (WMB $72.74)
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Rogers Communications Inc. Class B Non-voting Shares (RCI.B $44.86)
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Premium Brands Holdings Corporation (PBH $85.40)
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Acadian Timber Corp. (ADN $16.85)
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Apollo Global Management Inc. (APO $104.28)
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Nutrien Ltd. (NTR $102.13)
Q: Good Morning. I need to trim my holdings portfolio down to a more manageable number. My portfolio is pretty well balanced. From the list of NTR,PBH, DIS,RCI.B, ADN,GE, FCX,WMB,GS,CVX, CAT,LYB and APO how would you rank them with 1 being the best and 5 the least favoured. Please take as many credits as you need. Thanks Peter
Q: I've taken a position in Celestica partly based on your reviews. In one of the recent questions about CLS you mentioned a desirable entry point, any guidance on a stop price?
Based on this chart i will set my stop limit just below the 200 SMA at $57.50
https://schrts.co/tRVNxnXs
Seem reasonable for downside protection?
With the BOC lowering rates i think that is positive for small caps like CLS however i'm still nervous about a broader market decline.
Based on this chart i will set my stop limit just below the 200 SMA at $57.50
https://schrts.co/tRVNxnXs
Seem reasonable for downside protection?
With the BOC lowering rates i think that is positive for small caps like CLS however i'm still nervous about a broader market decline.
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BCE Inc. (BCE $32.30)
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Brookfield Renewable Partners L.P. (BEP.UN $47.91)
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $36.02)
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Dream Industrial Real Estate Investment Trust (DIR.UN $13.33)
Q: What are you highest conviction Canadian dividend stocks at this moment with interest rates falling, if one is looking for a combination of dividend yield and total return.
Q: Good Morning
What are your thoughts on DSG latest quarter?
THKS
Marcel
What are your thoughts on DSG latest quarter?
THKS
Marcel
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.
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Suncor Energy Inc. (SU $89.29)
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Canadian Natural Resources Limited (CNQ $64.16)
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Constellation Software Inc. (CSU $2,295.18)
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Descartes Systems Group Inc. (The) (DSG $87.31)
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Alimentation Couche-Tard Inc. (ATD $77.83)
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Premium Brands Holdings Corporation (PBH $85.40)
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TerraVest Industries Inc. (TVK $125.19)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $215.66)
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Nutrien Ltd. (NTR $102.13)
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ADF Group Inc. Subordinate Voting Shares (DRX $11.11)
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Boyd Group Services Inc. (BYD $162.27)
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Topicus.com Inc. (TOI $91.51)
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Lumine Group Inc. (LMN $21.60)
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 $4.47)
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American Tower Corporation (REIT) (AMT $179.29)
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $36.02)
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Granite Real Estate Investment Trust (GRT.UN $89.23)
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Dream Industrial Real Estate Investment Trust (DIR.UN $13.33)
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SBA Communications Corporation (SBAC $223.75)
Q: Hello, since the rate cutting have started, what reit would you be interested in Canada and in the US?
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Dollar Tree Inc. (DLTR $99.55)
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Dollar General Corporation (DG $115.73)
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Dollarama Inc. (DOL $176.82)
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Five Below Inc. (FIVE $217.37)
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
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Amazon.com Inc. (AMZN $238.38)
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Broadcom Inc. (AVGO $371.55)
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Alphabet Inc. (GOOG $315.72)
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Microsoft Corporation (MSFT $370.87)
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NVIDIA Corporation (NVDA $188.63)
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BlackRock Inc. (BLK $999.31)
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Constellation Software Inc. (CSU $2,295.18)
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Crocs Inc. (CROX $99.76)
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Berkshire Hathaway Inc. (BRK.B $479.90)
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Vertiv Holdings LLC Class A (VRT $295.11)
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Celsius Holdings Inc. (CELH $34.86)
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Cellebrite DI Ltd. (CLBT $11.03)
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.
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Fortis Inc. (FTS $79.72)
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Brookfield Renewable Partners L.P. (BEP.UN $47.91)
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Northland Power Inc. (NPI $23.95)
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Capital Power Corporation (CPX $68.27)
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Hydro One Limited (H $58.94)
Q: NPI continues to be in the doldrums despite recent earnings being quite decent. Do you feel optimistic about an eventual price recovery?
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $96.51)
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Constellation Software Inc. (CSU $2,295.18)
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Dollarama Inc. (DOL $176.82)
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Intact Financial Corporation (IFC $251.70)
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WSP Global Inc. (WSP $218.87)
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Thomson Reuters Corporation (TRI $115.28)
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Alimentation Couche-Tard Inc. (ATD $77.83)
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iShares S&P/TSX Global Gold Index ETF (XGD $61.35)
Q: Person A has rode cyclical stocks up and then down. What advice would you provide if he is thinking of taking profit from selling his XGD ETF that he has been holding for hedging against inflation?
Thank you.
Thank you.
Q: Do you think Nutrien's management has lost its way? It seems to be groping around for a strategy in South America, and is having a lot of top management turnover. Molson got badly burned in Brazil years ago because they didn't understand the Brazilian market; is the same thing happening to NTR?
Q: So KXS dropped $22, over 14%, and 5i has answered a few questions with general replies. Can you please use your expertise and provide an assessment of what you think the stock will do going forward? In your view, was the CEO pushed out? Was the sales person pushed out? What change in direction do you forsee? It's in the growth portfolio. Does it warrant still being there? It's been an under-achiever for some time and 5i says it needs to deploy some of its cash and expand. How long do you wait for this to happen?
Q: Could you please comment on EQB and recent earnings?
Would you be worried about slowing growth?
Would you be worried about slowing growth?
Q: Pretty big price drop on the news of CEO retiring, also Chief Sales Officer leaving. When two high profile positions announce leaving at the same time it feels like a warning flag, can you read the tea leaves here?
Q: What do you think about the decision to have the CEO step down and be replaced by the end of the year?
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Loblaw Companies Limited (L $63.21)
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Metro Inc. (MRU $92.93)
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Maple Leaf Foods Inc. (MFI $31.18)
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Premium Brands Holdings Corporation (PBH $85.40)
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MTY Food Group Inc. (MTY $38.85)
Q: Hello,
I am considering investing in PBH as it checks off the right boxes and it is one of your favorites.
However, looking at other similar co's MTY & MFI they seem to offer similar dividends and growth, tgey are both also trading close to the same lower range as PBH.
Could you provide insight on why these are lagging the food retailers who are trading at highs.
Thank you
I am considering investing in PBH as it checks off the right boxes and it is one of your favorites.
However, looking at other similar co's MTY & MFI they seem to offer similar dividends and growth, tgey are both also trading close to the same lower range as PBH.
Could you provide insight on why these are lagging the food retailers who are trading at highs.
Thank you
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $36.02)
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Granite Real Estate Investment Trust (GRT.UN $89.23)
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InterRent Real Estate Investment Trust (IIP.UN $13.37)
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Choice Properties Real Estate Investment Trust (CHP.UN $15.99)
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Dream Industrial Real Estate Investment Trust (DIR.UN $13.33)
Q: If interest rates continue to decrease are REIT's a good investment strategy compared to dividend stock for income investing?
Please rank your top 5 REIT's
Please rank your top 5 REIT's