Q: Would it be worth doubling down on AFN. It's a 2% position and is worst performer in my margin account being down 46%. Still hanging on stubbornly.
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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 am considering harvesting a current loss in QSR and reinvesting the proceeds in PBH. For a long term investor, which company do you think will offer the better overall return ( dividend plus assumed capital growth) over time and please explain why. Many thanks
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- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Air Canada Voting and Variable Voting Shares (AC)
Q: Hi Peter and Team,
I am a newbie here and really impressed by how appreciative members have been to the service you guys provide.
I have very small positions in both AC and GIB.A, and would like to consolidate to one for a long term hold. Could you please rank the two and also provide brief explanation?
Thanks for your insight!
I am a newbie here and really impressed by how appreciative members have been to the service you guys provide.
I have very small positions in both AC and GIB.A, and would like to consolidate to one for a long term hold. Could you please rank the two and also provide brief explanation?
Thanks for your insight!
Q: Good morning,
I believe 5i prefers Magna over Linamar, and you folks often go with favouring a bigger company over its competition. MG has a much larger market cap than LNR. Plse explain (if I am correct) why 5i prefers MG over LNR (management team, opportunities, contracts, balance sheet?). I wish to buy one of them for a long-term hold.
I believe 5i prefers Magna over Linamar, and you folks often go with favouring a bigger company over its competition. MG has a much larger market cap than LNR. Plse explain (if I am correct) why 5i prefers MG over LNR (management team, opportunities, contracts, balance sheet?). I wish to buy one of them for a long-term hold.
Q: Good day. I have been holding BPY.UN for 2 years but see it going nowhere aside from having a nice dividend. I now stand -15% and a 3.2% position in my RSP. I am overweight Real Estate and need to increase weight in Technology/Consumer Non-Cycl. and Cycl. Can you suggest a few of your portfolio favourites that I could start positions with or should I hold on for awhile to see where BPY.UN goes. Please note that I use dividends as reinvestment/diversification tool and therefore although not necessary for growth they are quite useful.
Thank you
Thank you
Q: Your most recent report ask if the reader has seen the recent chart attack. I’ve searched the site and can’t seem to find it. Where can members find the recent chart attack posting.
Q: What consumer cyclical companies do you recommend (US or Canadian) for a long term buy/hold. More generally, what is the difference between consumer cyclical and consumer defensive categories; is it important to differentiate in a portfolio?
- Air Canada Voting and Variable Voting Shares (AC)
- Transat A.T. Inc. Voting and Variable Voting Shares (TRZ)
Q: Hi,
I’m wondering why TRZ is trading above the (pitiful) $5 new offer by AC. With the vote to be held on Dec15th, I assume that most shareholders will take AC shares as exchange, at a lower price of $17.47, which means a value for TRZ close to $7 now . But wouldn’t that dilute AC stock, with the risk of a sell-off afterwards- or the amount is too small to make a difference? Without the OK from Canadian and European regulators, isn’t any choice risky right now? And selling TRZ at the market a better choice today? Thanks.
I’m wondering why TRZ is trading above the (pitiful) $5 new offer by AC. With the vote to be held on Dec15th, I assume that most shareholders will take AC shares as exchange, at a lower price of $17.47, which means a value for TRZ close to $7 now . But wouldn’t that dilute AC stock, with the risk of a sell-off afterwards- or the amount is too small to make a difference? Without the OK from Canadian and European regulators, isn’t any choice risky right now? And selling TRZ at the market a better choice today? Thanks.
- Real Matters Inc. (REAL)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Zoom Communications Inc. (ZM)
Q: Is REAL a candidate for tax loss selling ? Between REAL & LSPD , which one is a better buy today? Can you please comment on ZM earning , is it a buy or good to add ? I always appreciate your expert opinion. Thanks very much.
Q: What's going on with Loblaws lately? I've been nibbling occasionally, but wondering why it's staying at a lower range then normal?
thanks,
Paul
thanks,
Paul
Q: Hi 5i
I need a consumer stock. Which would you invest in for the long-term: MRU or PBH?
Do you have a better suggestion?
Thanks
John
I need a consumer stock. Which would you invest in for the long-term: MRU or PBH?
Do you have a better suggestion?
Thanks
John
Q: Hello,
Would really appreciate your view on those companies and the sector in general going forward.
Also, are there any other alternatives to PLC sector wise in Canada?
Thank you kindly
Would really appreciate your view on those companies and the sector in general going forward.
Also, are there any other alternatives to PLC sector wise in Canada?
Thank you kindly
Q: With no regard to market cap, classification etc., who would your top 5-10 management teams be in Canada right now?
Any small/med. cap companies that stand out to you just on management alone?
Any small/med. cap companies that stand out to you just on management alone?
- Sylogist Ltd. (SYZ)
- Photon Control Inc. (PHO)
- Constellation Software Inc. (CSU)
- Descartes Systems Group Inc. (The) (DSG)
- Enghouse Systems Limited (ENGH)
- Kinaxis Inc. (KXS)
- WELL Health Technologies Corp. (WELL)
- Shopify Inc. Class A Subordinate (SHOP)
- The RealReal Inc. (REAL)
- Lightspeed Commerce Inc. Subordinate (LSPD)
Q: I hold the above companies in my TFSA and they represent my Tech holdings. I am getting a little overweight in my tech sector and am wondering if any of my holdings are in essence duplications. If so could you recommend which ones to sell.
I have a list of buys, including CAE, TFII, XBC, GOOS, and would redeploy the capital plus some of my cash to these positions. Of my potential buys in what order would you see as the best opportunities.
I have a list of buys, including CAE, TFII, XBC, GOOS, and would redeploy the capital plus some of my cash to these positions. Of my potential buys in what order would you see as the best opportunities.
Q: Can you please offer your top 7 picks from
Your tax loss selling report, and rank them
In terms of preference?
Thank you
Your tax loss selling report, and rank them
In terms of preference?
Thank you
- Restaurant Brands International Inc. (QSR)
- Premium Brands Holdings Corporation (PBH)
- A&W Revenue Royalties Income Fund (AW.UN)
- Keg Royalties Income Fund (The) (KEG.UN)
Q: I’ve been looking at these four particular stocks, KEG.Un, AW.UN, QSR and PBH as opportunities to invest in an area this will benefit I. The eventual recovery from the virus. Do you agree, if so rate your picks in order of preference.
Congratulations on your excellent work.
Roy
Roy
Congratulations on your excellent work.
Roy
Roy
Q: Bot this one at 14 and sold at 18 cause I was smart...it's now trading at 23 and I look really dumb... what's your view on to he price path going forward?
Q: Hi Team,
Do you think this is a good buy at these levels? It seems undervalued and has some good growth potential once all the cyclical businesses recover and they monetize some assets? Your thoughts on the long term potential of this company?
Thanks,
Do you think this is a good buy at these levels? It seems undervalued and has some good growth potential once all the cyclical businesses recover and they monetize some assets? Your thoughts on the long term potential of this company?
Thanks,
Q: Hi Team,
What are your 3 favorite value stocks in Canada and 3 in the USA?
Thanks!
What are your 3 favorite value stocks in Canada and 3 in the USA?
Thanks!
Q: Hi all,
For AC.TO and SU.TO, they are just like brother increased more than 5% today. I have brought those two stocks half years ago and finally now back to profit. I want to thank you fro your advise and actually no need to wait for 3 years :)
Which one will benefit more after COVID? Do you think keep holding now, since both hitting the high price for 3-6 months. After the COVID, how long will last for those two in benefit the raise? 1-2 years? Usually, I have difficult to sell the stocks in high price, do you think they are good for long term holding for 5-10 years? What is the possible in short term one year target price? Kindly advise.
For AC.TO and SU.TO, they are just like brother increased more than 5% today. I have brought those two stocks half years ago and finally now back to profit. I want to thank you fro your advise and actually no need to wait for 3 years :)
Which one will benefit more after COVID? Do you think keep holding now, since both hitting the high price for 3-6 months. After the COVID, how long will last for those two in benefit the raise? 1-2 years? Usually, I have difficult to sell the stocks in high price, do you think they are good for long term holding for 5-10 years? What is the possible in short term one year target price? Kindly advise.