Q: For a two-year hold, which do you believe has more upside today: BN or GOOG? Thank you.
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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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Shopify Inc. Class A Subordinate Voting Shares (SHOP $155.53)
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EQB Inc. (EQB $104.62)
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TECSYS Inc. (TCS $38.80)
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Converge Technology Solutions Corp. (CTS $5.99)
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Brookfield Corporation Class A Limited Voting Shares (BN $85.08)
Q: Generic question: according to one money manager, a number of stocks are now being priced at “zero” …. clearly not zero , but well below traditional metrics for evaluating stocks.( FRC the most obvious example)
AND also arguing that this has not happened since 2008.
As always I am interested in the 5i perspective, please and thank you.
And can you think of stocks that fall into that category?
AND also arguing that this has not happened since 2008.
As always I am interested in the 5i perspective, please and thank you.
And can you think of stocks that fall into that category?
Q: Good morning 5i
With your recent downgrade to Magna, i don’t imagine you would offer much objection to selling it as a tax loss? Is it a good idea to buy it back after thirty days or exchange it for another? What company would you suggest as a place holder or a replacement?
Thanks for the excellent service
With your recent downgrade to Magna, i don’t imagine you would offer much objection to selling it as a tax loss? Is it a good idea to buy it back after thirty days or exchange it for another? What company would you suggest as a place holder or a replacement?
Thanks for the excellent service
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Royal Bank of Canada (RY $180.93)
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Canadian National Railway Company (CNR $143.88)
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Fortis Inc. (FTS $64.12)
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iShares S&P/TSX Global Gold Index ETF (XGD $30.71)
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iShares Core Canadian Long Term Bond Index ETF (XLB $18.72)
Q: On the XLB - long bond: during a dropping rate environment curious on what other sectors of the market have historically done over the same period you referenced. Utilities, Financials, Industrials and Gold. Might help to know as if you needed to raise cash to buy the XLB what sectors should it come from?
Q: Just a follow up to my prior question. I was under the impression that Kxs is very expensive . Can you please give me an idea of whether you would consider if it was or not and what the numbers tell you.
Also, when you answer questions about stocks to buy you rarely mention TRI. This stock also has done amazingly well this 12 months +15%. How do you rate TRI as a buy at these prices and compared to other stocks you like?
Thanks
Sheldon
Also, when you answer questions about stocks to buy you rarely mention TRI. This stock also has done amazingly well this 12 months +15%. How do you rate TRI as a buy at these prices and compared to other stocks you like?
Thanks
Sheldon
Q: Thoughts on initiating a position in Linamar?
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Apple Inc. (AAPL $207.66)
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Amazon.com Inc. (AMZN $222.66)
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Alphabet Inc. (GOOG $178.90)
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Enbridge Inc. (ENB $60.24)
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Fortis Inc. (FTS $64.12)
Q: Hi group i own both ENB and FTS - over the last 3 yrs FTS has outperformed ENG by a large margin do i need to own both / which one would you keep and add to present position
Also i am waiting to add to APPL MSFT GOOG AMZN...would you wait or buy now? Thanks
Also i am waiting to add to APPL MSFT GOOG AMZN...would you wait or buy now? Thanks
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Peyto Exploration & Development Corp. (PEY $18.94)
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Birchcliff Energy Ltd. (BIR $6.95)
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Sienna Senior Living Inc. (SIA $18.86)
Q: These stocks all have high dividends' how safe are they. List safest first.
Q: Can you please comment on earnings, as well as the acquisition by couche-tard? Please and thank you
Q: LNR hammered since its Q apparently due to poor outlook.Pease comment.Saw u comments on the Q results.Buy,Hold or Sell? A alternative if sell. Txs for u usual great services & advices
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Restaurant Brands International Inc. (QSR $92.40)
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WSP Global Inc. (WSP $280.47)
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Alimentation Couche-Tard Inc. (ATD $68.99)
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lululemon athletica inc. (LULU $233.03)
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Nutrien Ltd. (NTR $85.54)
Q: David Rosenberg is bullish on Canadian companies that are exporters or have high international sales exposure. for investors seeking growth please list your 5 favourite names in this area please show each companies percentage of revenues arising from its international exposure thanks Richard
Q: Hi 5i and Peter,
In a show down between DSG and TRI which company would you pick for the largest overall return for the next 5 - 10 years. I like both companies and having a tough time deciding. The past 5 years their CAGR share price (including TRI's dividend) has been DSG - 22.6% and TRI - 24.3%.
In a show down between DSG and TRI which company would you pick for the largest overall return for the next 5 - 10 years. I like both companies and having a tough time deciding. The past 5 years their CAGR share price (including TRI's dividend) has been DSG - 22.6% and TRI - 24.3%.
Q: Thinking of selling MG at a 30% loss and buying ATS for a quicker path to recouping my 30%. Your thoughts please.
Carl
Carl
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Sun Life Financial Inc. (SLF $84.82)
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Roku Inc. (ROKU $88.03)
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Super Micro Computer Inc. (SMCI $48.95)
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Titan Machinery Inc. (TITN $20.77)
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Crocs Inc. (CROX $104.87)
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Brookfield Corporation Class A Limited Voting Shares (BN $85.08)
Q: Any stocks being unfairly punished today because of SVB fallout that look interesting to you?
Thanks
Thanks
Q: Could you explain why banks are not doing phenomenally well given the interest rate increases?
I understand that it may lead to fewer loans and some defaulted loans, but surely floating-rate loans and the higher interest of new loans would far out-profit these.
On that note, would you recommend locking in a floating rate mortgage at this point?
I understand that it may lead to fewer loans and some defaulted loans, but surely floating-rate loans and the higher interest of new loans would far out-profit these.
On that note, would you recommend locking in a floating rate mortgage at this point?
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Spin Master Corp. Subordinate Voting Shares (TOY $24.42)
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Aritzia Inc. Subordinate Voting Shares (ATZ $74.46)
Q: I have held TOY for a number of years while its done nothing and I am considering a switch to ATZ. Before I throw in the towel on TOY, I would like to check a few things with you:
1) what are the current and projected P/E's for each stock?
2) what are the projected growth rates for each stock?
3) I believe TOY has a rock solid balance sheet, do you have any concerns about ATZ's balance sheet and ability to weather a possible recession? If so, ewhat are the concerns?
4) On a scale of 1-10 what are the chances of each company still being around in 5-10 years?
5) which stock has better short term and which has better long term opportunites? 6) would you make the switch?
Thanks for everything!
1) what are the current and projected P/E's for each stock?
2) what are the projected growth rates for each stock?
3) I believe TOY has a rock solid balance sheet, do you have any concerns about ATZ's balance sheet and ability to weather a possible recession? If so, ewhat are the concerns?
4) On a scale of 1-10 what are the chances of each company still being around in 5-10 years?
5) which stock has better short term and which has better long term opportunites? 6) would you make the switch?
Thanks for everything!
Q: In some interesting reading sent to my inbox by 5i, one of the articles by Joe Wiggins talked about long or short term investing and I see by the bar graph, if you are a one year investor it was a 55% return and if you left the investment for 10 years, it would be a 15% return. From what I see, it looks like you are better off being short term. Maybe you can interpret this better than I. There was a lot of heavy reading involved. Thank you,
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Eastman Chemical Company (EMN $80.14)
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Gap Inc. (The) (GPS)
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Hewlett Packard Enterprise Company (HPE $20.72)
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Synchrony Financial (SYF $70.06)
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Sysco Corporation (SYY $76.09)
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Imperial Oil Limited (IMO $110.02)
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Finning International Inc. (FTT $60.15)
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Gibson Energy Inc. (GEI $23.59)
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Ovintiv Inc. (OVV $55.79)
Q: Please recommend 5 CAN and 5 US companies who have good both P/E/G and P/FCF ratios. Thank you.
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Freeport-McMoRan Inc. (FCX $45.40)
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LyondellBasell Industries NV Class A (Netherlands) (LYB $64.11)
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Northrop Grumman Corporation (NOC $504.65)
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $80.01)
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WSP Global Inc. (WSP $280.47)
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ATS Corporation (ATS $40.02)
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Agnico Eagle Mines Limited (AEM $159.76)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $32.26)
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Wajax Corporation (WJX $23.38)
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Nutrien Ltd. (NTR $85.54)
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Rio2 Limited (RIO $1.63)
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Reliance Inc. (RS $327.46)
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Jacobs Solutions Inc. (J $133.30)
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Trane Technologies plc (TT $429.90)
Q: Good morning. I am underweight Materials and Industrials and want to add to my holdings in those sectors. I considering adding some or all of the above as new positions to my RRIF. Do you consider it is a good time to be adding these companies to my portfolio or do you have other suggestions in the Material and Industrial sector that you consider better to purchase at this time. Please take as many credits as you consider appropriate.
Thanks for your great advise.
Thanks for your great advise.
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Costco Wholesale Corporation (COST $977.17)
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UnitedHealth Group Incorporated (DE) (UNH $300.07)
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Greenlane Renewables Inc. (GRN $0.10)
Q: Hello Peter,
Is greenlane going to be another Xebec? I am puzzled that companies in this space can't seem to turn a profit. What do you think of Costco and United Health for long term hold? thanks very much.
Is greenlane going to be another Xebec? I am puzzled that companies in this space can't seem to turn a profit. What do you think of Costco and United Health for long term hold? thanks very much.