Q: Both have moved up well recently. Do you have a preference for one over the other. Please comment specifically on LNR, on it's auto related and other divisions.
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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: I asked similar question awhile back, but I'm baffled by Loblaws???
The only stores I see crowds at are Loblaws (Superstore), Costco, & Walmart. Is there something going on behind the scenes with Loblaws? Why does a staple remain low during a crisis?
Thanks, Paul
The only stores I see crowds at are Loblaws (Superstore), Costco, & Walmart. Is there something going on behind the scenes with Loblaws? Why does a staple remain low during a crisis?
Thanks, Paul
Q: These two stocks in my portfolio have very high P/E ratios. Could you comment why and it’s implications? They impact greatly on the average P/E ratio of my equity portfolio.
Q: Big surge in AFN this morning. Any major news? Do you see further upside?
Thanks.
Thanks.
Q: Hi Team,
Please comment on MAXR's pop today (up 26% at time of this writing) and what is your outlook on this stock going forward? Would that be a buy, hold or sell?
Regards,
Please comment on MAXR's pop today (up 26% at time of this writing) and what is your outlook on this stock going forward? Would that be a buy, hold or sell?
Regards,
Q: Hello 5RI,
West Fraser Timber keeps going down. I cannot find any news. Do you have any news that might account for this weakness with lumber prices so high? Would you buy at this stock here?
Thanks so much. Cheers
West Fraser Timber keeps going down. I cannot find any news. Do you have any news that might account for this weakness with lumber prices so high? Would you buy at this stock here?
Thanks so much. Cheers
Q: I am intending to sell SNC to crystallize a tax loss (early I know) but want to stay in the sector should the Feds suddenly decide to throw $$ at infrastructure. What do you suggest buying as a proxy in the meantime with the thought of buying back SNC after 30 days? I have WSP and a little ARE now and could possibly add to one or both. Not re-puchasing SNC is another option. Thanks you in anticipation.
Q: Hi group is mx dropping because they closed a plant or? - is it a buy sell or hold bottom seems to have dropped out after recent rally. 2 nd question what do you think about NTR how much runway does it have - buy sell or hold ?thanks
Q: Good Morning, Would you please give me your thoughts on WPRT West Port Fuels also you have been favorable on BAM.A lately and I would like to know why please ? Thanks, Larry
- NexGen Energy Ltd. (NXE)
- Bank of Nova Scotia (The) (BNS)
- Bank of Montreal (BMO)
- BCE Inc. (BCE)
- Enbridge Inc. (ENB)
- Canadian Imperial Bank Of Commerce (CM)
- TC Energy Corporation (TRP)
- National Bank of Canada (NA)
- Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH)
- Cameco Corporation (CCO)
- Peyto Exploration & Development Corp. (PEY)
- North West Company Inc. (The) (NWC)
- Alimentation Couche-Tard Inc. (ATD)
- Pizza Pizza Royalty Corp. (PZA)
- Lassonde Industries Inc. Class A Subordinate Voting Shares (LAS.A)
- Inovalis Real Estate Investment Trust (INO.UN)
- Nutrien Ltd. (NTR)
- Redwood Asset Management Inc. (MJJ)
- WELL Health Technologies Corp. (WELL)
- Flutter Entertainment Plc (PDYPF)
Q: I am looking to "trim the fat" from my TFSA, which currently holds 20 stocks: ATD, BCE, BMO, BNS, CCO, CM, ENB, FFH, PDYPF, INO.UN, LAS, NXE, NWC, NA, NTR, PEY, PZA, MJJ, TRP, WELL. Are there any positions that raise red flags with you? In addition, could you suggest 3 or 4 value picks suitable for a long-term hold (20 years plus)?
Thank you!
Thank you!
Q: what is your opinion of toromont industries ?will the end of the pandemic be a significant benefit? will the Biden admin desire to promote infrastructure projects have any modest beneficial effect? thanks Richard
- Booking Holdings Inc. (BKNG)
- Wynn Resorts Limited (WYNN)
- Southwest Airlines Company (LUV)
- Six Flags Entertainment Corporation (SIX)
- Vanguard Consumer Discretionary ETF (VCR)
Q: If the hoped-for consumer spending rebound happens in say the second half of 2021, which companies ( us or cdn) should benefit the most? Are there ETF's that would cover the category that you would suggest? Many thanks
al
al
Q: TIH or TRI or WSP or Finning for growth?
CSU or KXS or SHOP for growth?
CSU or KXS or SHOP for growth?
- TELUS Corporation (T)
- Constellation Software Inc. (CSU)
- Xebec Adsorption Inc. (XBC)
- WELL Health Technologies Corp. (WELL)
Q: Hello Peter,
Constellation Software will give existing shareholders Topicus shares (based on their formula) as part of the spinoff but it does not look like Telus will be doing the same(give existing shares the international arm shares in the form of dividend).. What are the plus and minuses of what both companies are treating the spin offs? I was expecting XBC to surge slightly going to TSX as it the stock would attract more institutional buyers but looks like the stock is taking a pause.. . Well seems to be doing the same.. Any comments on this? Thanks very much.
Constellation Software will give existing shareholders Topicus shares (based on their formula) as part of the spinoff but it does not look like Telus will be doing the same(give existing shares the international arm shares in the form of dividend).. What are the plus and minuses of what both companies are treating the spin offs? I was expecting XBC to surge slightly going to TSX as it the stock would attract more institutional buyers but looks like the stock is taking a pause.. . Well seems to be doing the same.. Any comments on this? Thanks very much.
- Costco Wholesale Corporation (COST)
- Walmart Inc. (WMT)
- North West Company Inc. (The) (NWC)
- Premium Brands Holdings Corporation (PBH)
- BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE)
Q: 50-yr old investing for retirement. Have historically been a dividend fiend but open to juicing the growth side a bit more as a result of the excellent advice I can now obtain from 5i. Considering adding to either my consumer defensive/staples allocation or increasing international exposure (the latter via an ETF). Hoping you might help me deploy a half position in an RSP and jump in one direction from a corner of the fence (and understanding you can't personalize such advice) - considering initiating a position in NWC (CA), PBH (CA), or WMT (US) or adding to an existing position in ZWE (European covered call ETF). My current geographical exposure is 34% US; 33% CA; and 32% International (XEF, ZDI and ZWE). My total covered call ETF exposure is around 8% of my equity portion and geographically diversified. Other suggestions for staples and international ETFs will be appreciated. Thanks for the great service!
- Power Corporation of Canada Subordinate Voting Shares (POW)
- Northern Genesis Acquisition Corp. (NGA)
Q: Could you please provide information how this would effect the above stocks in regard to investment in LION Electric, regarding the investment possibility of Amazon a portion of the company15.8 % they could purchase and when would they have to close the deal and was it mentioned. I own some POW for dividend income and very slow growth. What is 5i
's opinion.Should I buy more POW or buy NGA or just stay neutral for now
's opinion.Should I buy more POW or buy NGA or just stay neutral for now
- QUALCOMM Incorporated (QCOM)
- AbbVie Inc. (ABBV)
- Constellation Software Inc. (CSU)
- Descartes Systems Group Inc. (The) (DSG)
- Kinaxis Inc. (KXS)
- Vanguard Information Technology ETF (VGT)
Q: I am overweight in Tech in my TFSA account. The tech stocks I own are: CSU, DSG, KXS, QCOM, VGT. What would you sell first or would you just reduce weightings? I have done very well with CSU, DSG and QCOM but I am wondering if they have run out of steam.
My second question relates to increasing holdings in Consumer Discretionary, Consumer Staples, Communications and Health Care. Please suggest your top pick (Canadian or US) in each of the above sectors. My preference is for growth in my TFSA.
My second question relates to increasing holdings in Consumer Discretionary, Consumer Staples, Communications and Health Care. Please suggest your top pick (Canadian or US) in each of the above sectors. My preference is for growth in my TFSA.
Q: I have listed the companies & etfs in my tfsa plus the %age of each in my portfolio & would like your opinion on whether the group is too passive or aggressive . Should some areas be reduced & would you add some stocks or etfs to give it more diversification? I have pensions, am retired & don't rely on the proceeds for living expenses.
Since I joined 5I ,& more particularly this past year, your advice has been invaluable. For example I just sold DND for a $6600. profit. Your site gave me the idea to buy DND .
Thanks
Dave
xbc 5%,pho 2.5% sis3% aqn5% bam.a4.5% bep.un10%,BEPC:CA,2.4% kxs6% nwh.un2.5% ry10.5% bns7% td7.5% xsu 4% zem2.4% zch2.3% zwe2%
Since I joined 5I ,& more particularly this past year, your advice has been invaluable. For example I just sold DND for a $6600. profit. Your site gave me the idea to buy DND .
Thanks
Dave
xbc 5%,pho 2.5% sis3% aqn5% bam.a4.5% bep.un10%,BEPC:CA,2.4% kxs6% nwh.un2.5% ry10.5% bns7% td7.5% xsu 4% zem2.4% zch2.3% zwe2%
- Home Depot Inc. (The) (HD)
- Hardwoods Distribution Inc. (HDI)
- CanWel Building Materials Group Ltd. (CWX)
- Goodfellow Inc. (GDL)
- Taiga Building Products Ltd. (TBL)
Q: I own shares in the above companies. I realize some of these a very small. Can you please tell me which ones would be the best to add to or would you recommend other building materials on the TSX? Would you suggest I sell any of these?
Thanks, Stan
Thanks, Stan
Q: Hello, i have made some great gains since March on my Linamar shares. Thinking of selling and buying Magna? Thoughts?