Q: With the “missed” earnings, if there was a sharp pullback tomorrow, at what price range would you be a buyer? Aggressive buyer? Would you wait a few days or weeks for it to settle before buying? Avg cost is $50 so I’m still nicely up but would like to add more to my position for a long term investment. Assuming you still the long term thesis on this story? Thanks!
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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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Toronto-Dominion Bank (The) (TD $126.11)
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Enbridge Inc. (ENB $73.32)
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Intact Financial Corporation (IFC $250.22)
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Hydro One Limited (H $56.83)
Q: Hi 5i,
I am slowly converting my TSFA to income. A model holding for me is BNS-T (Bank of Nova Scotia). A +6% dividend and good growth potential. Thank you 5i for the recommendation. Can you. recommend, "as of the prices today" 3-4 more companies that you would add. I do have access to your income portfolio of course, but I am seeking good entry positions for your current "fav's". Thank you.
I am slowly converting my TSFA to income. A model holding for me is BNS-T (Bank of Nova Scotia). A +6% dividend and good growth potential. Thank you 5i for the recommendation. Can you. recommend, "as of the prices today" 3-4 more companies that you would add. I do have access to your income portfolio of course, but I am seeking good entry positions for your current "fav's". Thank you.
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BCE Inc. (BCE $35.43)
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Enbridge Inc. (ENB $73.32)
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TC Energy Corporation (TRP $86.90)
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JPMorgan Equity Premium Income ETF (JEPI $56.09)
Q: Could you please suggest 3-5 of the 'safest' products that provide a 7% yield. They could be stocks, preferred shares, corporate bonds, GICs... whatever. No specific time horizon. Could you please list them in order of safety. Thank you very much.
Q: Sunlife seems to have had a bad past 30 days, maybe worse than the overall market? It has had a great run since 2012, but when you look back to 2007 “yikes”. I know there was the big financial crisis, but it looks like the share price was cut by 2/3? Can you provide some colour commentary? Thanks.
Q: After a strong quarter the weakness seems strange in a strong market for tech. Was there something in the conferance call? I realize it's only a few trading days, but I'm a relatively new shareholder and dont like that ugly red color on my screen when most everything else in tech is a beautiful green color.
Q: Can you please let me know what the 2025 consensus EPS is on your systems? I see its $12.67 on Yahoo finance and curious to see the comparison.
Are you able share what the average PE multiple TFII historically trades at?
thank you!
Are you able share what the average PE multiple TFII historically trades at?
thank you!
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Constellation Software Inc. (CSU $2,499.22)
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Intact Financial Corporation (IFC $250.22)
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WSP Global Inc. (WSP $217.10)
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Agnico Eagle Mines Limited (AEM $248.30)
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Alimentation Couche-Tard Inc. (ATD $76.17)
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Balanced Equity Portfolio (BEPORT)
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Brookfield Corporation Class A Limited Voting Shares (BN $52.55)
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Lumine Group Inc. (LMN $23.97)
Q: Weightings and portfolio considerations aside, what BE stocks would you be most inclined to add to today? Thanks!
Q: Just read your special report on small caps specifically Go Easy where you cite a growth rate of 17% mainly organically . Could you explain how this growth is accomplished ? To my albeit simple mind the sub prime lending market is something I wouldn't expect to expand unless economic times became perilous as well ..... A brief explanation of how this growth is accomplished across the three sectors of its' business model would be appreciated ? .....
Also between GSY and PRL at current stock prices which do you favour today ? .......Thankyou for your always sound council .....
Also between GSY and PRL at current stock prices which do you favour today ? .......Thankyou for your always sound council .....
Q: Your thoughts on earnings. Tough trucking conditions but Tfii seemed to do reasonably ok but missed estimates. How will market view things? Would you top up position now or wait?
Q: Hi, Boyd Group stock has been declining after its recent earnings. The company is one of the favourites with 5i. Do you believe that the issues highlighted by the management in the last earnings report are transitory and company's long term growth profile is intact ? If so, would you start a new position at current levels and at what price stock would be Extremely Attractive ? Thank You
Q: Would you wait to initiate a position in these stocks? Or do you feel this is a good entry point?
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $99.73)
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Constellation Software Inc. (CSU $2,499.22)
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Celestica Inc. (CLS $369.27)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $160.64)
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Docebo Inc. (DCBO $26.62)
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Propel Holdings Inc. (PRL $17.72)
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Lumine Group Inc. (LMN $23.97)
Q: Hi 5i: I have a small position in LMN. I will add PRL with a pullback??? I would like to add a 3rd Canadian from the tech space.
I would appreciate your recommendation for this addition. Thank you for you your suggestion.
Tom
I would appreciate your recommendation for this addition. Thank you for you your suggestion.
Tom
Q: Hi 5i
I've held EQB for quite a while now and I'm nicely ahead, in a registered account.
I wonder though if it's reaching its peak based on its fundamentals, or if it might still gain meaningfully if and when interest rates start to decline?
The dividend is relatively minor and if notable capital appreciation isn't reasonably in the cards, I don't know that it makes sense for me to hold on any longer.
Can you give me your opinion as to what the next year or two might hold for EQB, as and if rates decline.
Thanks 5i, much appreciated.
Peter
I've held EQB for quite a while now and I'm nicely ahead, in a registered account.
I wonder though if it's reaching its peak based on its fundamentals, or if it might still gain meaningfully if and when interest rates start to decline?
The dividend is relatively minor and if notable capital appreciation isn't reasonably in the cards, I don't know that it makes sense for me to hold on any longer.
Can you give me your opinion as to what the next year or two might hold for EQB, as and if rates decline.
Thanks 5i, much appreciated.
Peter
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TerraVest Industries Inc. (TVK $136.78)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $197.67)
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ADF Group Inc. Subordinate Voting Shares (DRX $8.78)
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Propel Holdings Inc. (PRL $17.72)
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Lumine Group Inc. (LMN $23.97)
Q: What is your latest idea that you think is as good as when you initially identified LMN? Thank you!
Q: I need to raise some funds and am looking at selling a position in DIR.UN. I have read the past questions and overall you are fairly positive about it, if one is patient. I probably will not be in this for the long term....though not your usual way to look at stocks, would you be able to do some technical analysis to get some idea whether this will bounce back from its recent downturn, at least a bit, in the next month or two?
Thanks much for your excellent service.
Thanks much for your excellent service.
Q: Would you continue to hold or sell. If holding at what price would you sell at? I bought at $152
Q: Hi Team,
What do you make of the AUM release yesterday? Seems like quite a drop - however - can you explain what exactly the "opportunistic" section entails? Is this meaning people withdrawling from their holdings?
What do you make of the AUM release yesterday? Seems like quite a drop - however - can you explain what exactly the "opportunistic" section entails? Is this meaning people withdrawling from their holdings?
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Adobe Inc. (ADBE $248.15)
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Alphabet Inc. (GOOG $298.79)
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Microsoft Corporation (MSFT $381.87)
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NVIDIA Corporation (NVDA $172.70)
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Booking Holdings Inc. (BKNG $4,324.04)
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Tractor Supply Company (TSCO $45.77)
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UnitedHealth Group Incorporated (DE) (UNH $275.59)
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Visa Inc. (V $301.62)
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Toronto-Dominion Bank (The) (TD $126.11)
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Bank of Nova Scotia (The) (BNS $93.61)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $99.73)
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Constellation Software Inc. (CSU $2,499.22)
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Dollarama Inc. (DOL $180.64)
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Intact Financial Corporation (IFC $250.22)
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TMX Group Limited (X $48.58)
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Thomson Reuters Corporation (TRI $128.04)
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Alimentation Couche-Tard Inc. (ATD $76.17)
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Hydro One Limited (H $56.83)
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Old Dominion Freight Line Inc. (ODFL $183.92)
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Berkshire Hathaway Inc. (BRK.B $480.94)
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Brookfield Corporation Class A Limited Voting Shares (BN $52.55)
Q: What would be your top 10 “sleep at night” stocks for US and Canada?
Thanks
Thanks
Q: I am trying to determine the economic dynamics of bitcoin, specifically mining. Today’s G&M article on bitcoin states that with the halving and its the resultant effect , and the cap of 21 million coins , the rewards for mining will become smaller eventually approaching zero. Am I correct in this ? If miners get no reward then someday they will cease to mine. What would replace this I wonder. Economics 101 would show that a cap on anything skews the economic model and creates opportunities. I know GLXY does much more than mining . Still trying to figure this whole thing out. Thanks. Derek
Q: Could u make a comparison between hut 8 and glxy. Which is the superior investment?