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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: In a report dated 4 Jan , RBC Capital says “… Element Fleet is our best idea, and we believe it should be a core holding in any portfolio, as we think the stock offers a blend of growth, defensive attributes and multiple potential positive catalysts.”
I just don't see it and feel I must be missing a LOT. I find EFN just OK. I don’t follow Canadian markets much so checked other reports, and skimmed several analyses. Almost all other analysts seem to be lukewarm on EFN. RBC includes well qualified, experienced, and generally trustworthy fellows.
Please comment on EFN with a focus on future growth. Is its business model robust enough to beat competition?
Read Answer Asked by Adam on January 13, 2021
Q: I'm aware of your opinion ("agnostic") on Power Corp. Over the last 5 years POW has raised the dividend at a CAGR of 11-12%. Assuming the dividend continues to rise AND assuming no significant increase in fixed income rates for a few years, would not POW stock price rise similarly as investors look to safe, stable equities for income? Result could be combination of rising income and appreciating stock value.

Thanks - IslandJohn

Read Answer Asked by John on January 13, 2021
Q: Despite central banks committing to not raising short term rates in the near term, 10 year yields have gone up a fair amount lately. Is it true that with the 10 year yield rising on its own, commercial banks will begin to raise their mortgage and other lending rates? And if so, why? Thanks.
Read Answer Asked by Curtis on January 12, 2021
Q: Hi, other than GBTC and QBTC, if one wanted to take a flyer in some bitcoin stocks, what would be 2-3 "high quality" Cdn or US names and how would they rank? And any other ETF's other than the two mentioned that could benefit? Thanks!
Read Answer Asked by Keith on January 12, 2021
Q: Please rank in terms of (1) growth potential 3-5 years, (2) risk (lowest first), and (3) percentage allocation recommended for risk tolerant investor
Read Answer Asked by sam on January 11, 2021
Q: I am fairly new to DIY investing and 5i. Have really appreciated the knowledge I am accumulating from your subscription. I am overweight in financials and would like to reduce. Currently own MKP (7%) and AI (2%). Could you give me your thoughts on these companies and rank them in order of “dividend safety/growth”? Thank you.
Read Answer Asked by Judy on January 07, 2021
Q: Investment in these 5 roughly equal. Need to drop at least 2. Time frame to hold is next 2 years. Please rank. Thank you.
Read Answer Asked by William on January 07, 2021