Q: Your thoughts please on the quarter?No question credit please as this one is in the BE portfolio. THX
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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: Greetings 5i, what is your opinion on BRP's strategic plan that was presented in early October? Is the company at an inflection point in terms of growth? Thank you.
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Quanta Services Inc. (PWR $552.42)
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AECOM (ACM $97.12)
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iShares Global Infrastructure ETF (IGF $68.43)
Q: What are your favorite stocks in the infrastructure space,one each in Canada and the U.S. and also is there an etf in this area that you like?
Thank you
Thank you
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Enbridge Inc. (ENB $70.72)
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Constellation Software Inc. (CSU $2,494.13)
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goeasy Ltd. (GSY $117.98)
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Kraken Robotics Inc. (PNG $8.17)
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Galaxy Digital Inc. Class A common stock (GLXY $28.80)
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Propel Holdings Inc. (PRL $22.01)
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Brookfield Corporation Class A Limited Voting Shares (BN $62.64)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $68.74)
Q: I currently own all of the above in various porfolios. In a concentrated TSFA which 3 from your balanced portfolio would you buy for long term. Currently own GLXY and PRL at great loss in TSFA would you add?
Thank you.
Thank you.
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WSP Global Inc. (WSP $228.48)
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FirstService Corporation (FSV $211.25)
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Thomson Reuters Corporation (TRI $114.81)
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Jacobs Solutions Inc. (J $137.43)
Q: Looking at the question by Michael on Jacobs today I see a company having 2026 net revenue growth of 6-10 % but a PE of 54 ! Sure it’s a fine company in a good sector but does it really deserve a PE of 54 ? Other solid companies in Canada with historically high PE ‘s such as TRI , WSP , and FSV etc., seem to be going through a valuation revision downward. The question is will the revised valuation remain or will the premium valuation return ? Your thoughts. Thanks. Derek.
Q: I must shortly divest part of my RRIF to meet legal requirements.
I would like to retain those stocks with the best longer term appreciation expectations.
My candidates for sale are:
AAPL currently overweighted
CNQ
SU
Visa currently underweighted
What would be your suggestion(s)?
Many thanks for your ongoing great work!
I would like to retain those stocks with the best longer term appreciation expectations.
My candidates for sale are:
AAPL currently overweighted
CNQ
SU
Visa currently underweighted
What would be your suggestion(s)?
Many thanks for your ongoing great work!
Q: ATD: own small position - 1000 shs in NON-registered - shares have been stagnant for quite a while. Thinking of selling and buying CJT or TFII for turn around. Comments please.
Q: I have owned this for a few years currently down 22% on USD side of my TFSA. I am wondering your opinion going forward Hold or Sell? With no tax loss advantage it does pain me to sell all or some but hard to know what opportunity cost I am leaving on the table is, which might be more than the loss on the stock.
What would you do? And what is the opinion of MGA overall as a business given the current climate. Thanks
What would you do? And what is the opinion of MGA overall as a business given the current climate. Thanks
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Thomson Reuters Corporation (TRI $114.81)
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Galaxy Digital Inc. Class A common stock (GLXY $28.80)
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MDA Space Ltd. (MDA $39.53)
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Sportradar Group AG (SRAD $17.69)
Q: Hi Peter,
Given the current valuations and the growth projection (or lack of), which two of these four stocks will most likely to have the least possibility of year end bounce and thus are ideal for tax loss selling? MDA, TRI, SRAD, or GLXY. Do you see any of these worth repurchasing for a 2 year hold after the 30 days period? Thanks.
Given the current valuations and the growth projection (or lack of), which two of these four stocks will most likely to have the least possibility of year end bounce and thus are ideal for tax loss selling? MDA, TRI, SRAD, or GLXY. Do you see any of these worth repurchasing for a 2 year hold after the 30 days period? Thanks.
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NexGen Energy Ltd. (NXE $16.58)
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Alimentation Couche-Tard Inc. (ATD $83.85)
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TerraVest Industries Inc. (TVK $158.76)
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EQB Inc. (EQB $117.23)
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Axon Enterprise Inc. (AXON $434.58)
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Galaxy Digital Inc. Class A common stock (GLXY $28.80)
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Tantalus Systems Holding Inc. (GRID $5.10)
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Cellebrite DI Ltd. (CLBT $13.50)
Q: Good morning, If needing to raise a little cash, which TWO of these stocks would you consider selling given current markets: TVK, ATD, GRID, EQB, GLXY, CLBT, NXE or AXON?
Thanks very much
Brad
Thanks very much
Brad
Q: Dear 5i team,
I have been a WSP shareholder for over five years. During this time, the share price has sometimes fallen, but my patience has always been rewarded. I am struggling to understand the recent drop in the share price. I believe the Q3 results were solid. I note that competitors in the sector, such as Stantec and Atkins, are also experiencing declines…
Could you explain recent WSP's decline? What is your view on the future of the stock, and if you are confortable to continue holding?
Thank you.
I have been a WSP shareholder for over five years. During this time, the share price has sometimes fallen, but my patience has always been rewarded. I am struggling to understand the recent drop in the share price. I believe the Q3 results were solid. I note that competitors in the sector, such as Stantec and Atkins, are also experiencing declines…
Could you explain recent WSP's decline? What is your view on the future of the stock, and if you are confortable to continue holding?
Thank you.
Q: goog msft, and amzn together constitute 39% of my portfolio. Is this too much? Would you reduce some or all? Are gsy and png still among your top picks? Thanks Jim
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Hemisphere Energy Corporation (HME $2.22)
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Santacruz Silver Mining Ltd. (SCZ $14.93)
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Medical Facilities Corporation (DR $16.70)
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ADF Group Inc. Subordinate Voting Shares (DRX $10.62)
Q: can i have a list of canadian companies who's return on equity is greater than their p/e. thx
Q: I know they are in different sectors but I am under weight in both and have some funds to add to one of them. Which would you recommend for a long term hold?
Q: Wsp has dropped over 20% in past month. Slide started before earnings report in early November and accelerated after earnings. At what price would you consider stepping if you already owned Wsp at a lower cost base. I’m very tempted right now!
Q: Once one of my portfolio all stars has fallen onto hard times.
Down 4% today, and 18% in the past 3 months.
What is ailing this once great performer?
Sheldon
Down 4% today, and 18% in the past 3 months.
What is ailing this once great performer?
Sheldon
Q: Any reason for the drop in WSP?
Q: Please flesh out your use of RSI.
What patterns or movements do you consider most relevant in trying to identify bullish or bearish moves?
Thank you,
John
What patterns or movements do you consider most relevant in trying to identify bullish or bearish moves?
Thank you,
John
Q: Hello,
I assume like most subscribers, I read the questions section almost daily and wonder if any of the stocks mentioned are in your various portfolios.
To find out if they are involves many steps which is inconvenient. Is there a way to indicate if the stock is in a current portfolio? Maybe a Star or similar symbol?
Many thanks
I assume like most subscribers, I read the questions section almost daily and wonder if any of the stocks mentioned are in your various portfolios.
To find out if they are involves many steps which is inconvenient. Is there a way to indicate if the stock is in a current portfolio? Maybe a Star or similar symbol?
Many thanks
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $38.02)
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FirstService Corporation (FSV $211.25)
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American Hotel Income Properties REIT LP (HOT.UN $0.47)
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Dream Industrial Real Estate Investment Trust (DIR.UN $13.32)
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Real Matters Inc. (REAL $6.12)
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Primaris Real Estate Investment Trust (PMZ.UN $17.67)
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Brookfield Corporation Class A Limited (BN $45.79)
Q: Reviewing recent questions on these coys Considering tax loss sale of car.un and replacing it with more supposedly growthy fsv. Alternatively could add more dir.un which is a keeper for me now. Other name's also in total portfolio but only bn is a keeper. Your views?