Q: West Fraser Timber has really been beaten down over the last few days--any particular reason? Is this a good time to get in?
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Hello,
Curious about your thoughts on the outlook in the next 12 months for these two companies. I have owned both for a number of years now.
Thanks!
Curious about your thoughts on the outlook in the next 12 months for these two companies. I have owned both for a number of years now.
Thanks!
Q: Please comment on the companies . What is the reason for the big increase in price in KINAXIS , and the surge in afterhours for INTUITIVE SURGICAL ?
Thanks a lot
Thanks a lot
Q: Good morning to you and thanks for all the wonderful help and insights you give us. I enjoy the access to the members Q&A to help me with my investment decisions.
What am I missing when it comes to OSB ? Very low PE, great profit per share, excellent dividend, and yet it seems to be routinely out of favour (certainly in the past few days). Please help me understand this one, as I am wondering if it is a good time to add to it in this current dip.
What am I missing when it comes to OSB ? Very low PE, great profit per share, excellent dividend, and yet it seems to be routinely out of favour (certainly in the past few days). Please help me understand this one, as I am wondering if it is a good time to add to it in this current dip.
Q: Fundamentally looks OK, ROE is nice, div is OK P/E is OK P/B might be a touch high.
What might be the reason this corp. is plumenting recently. Any thoughts on the longer-term outlook for this business .
Thanks
What might be the reason this corp. is plumenting recently. Any thoughts on the longer-term outlook for this business .
Thanks
Q: I can't find Cara operations limited (CARA.TO) any more. Does the company changed name? If yes, what is the new name, and what is your outlook of the company in terms of future growth as well as their current financial situation, is a buy or hold?
Thanks,
Thanks,
Q: This may be the dumb question , but further to Murray l2/7 cannot locate any heart beside question in order to save. Thanks
Q: Do you consider CP a buy at this time ?
Q: This is important to me. I currently have 42 stocks in my rsp at 452k. I tried for an evaluation years ago thru 5i but I an not a computer guy and couldn't do the excel stuff and an not interested in outsiders knowing my business.
At 66 I want to manage about 10 high paying dividend stocks as apposed to giving my life savings to a stranger. I realize that you are not an advisory service but I would like concrete recommendations for my question. (452k worth if possible) Thank You. James
At 66 I want to manage about 10 high paying dividend stocks as apposed to giving my life savings to a stranger. I realize that you are not an advisory service but I would like concrete recommendations for my question. (452k worth if possible) Thank You. James
Q: I have both of these in my TFSA and am considering selling LNR and buying more PPL. LNR has tanked 16% since I bought it and PPL is up a little and has good dividends. I’m looking for dividend income and some growth over the next 5 years. Any thoughts on this would be appreciated. TIA
- Park Lawn Corporation (PLC)
- Visa Inc. (V)
- Methanex Corporation (MX)
- Block Inc. Class A (SQ)
- Box Inc. Class A (BOX)
- Rapid7 Inc. (RPD)
Q: My wife and I are looking for growth and have a high tolerance for risk in our TFSA accounts. We have full positions in SHOP, TSGI, KXS, GSY, SIS, PHO, PBH, COV and half positions in RHT, WCP, GC and GUD. These will remain long term holds as long as there’s no material change in any company. We’re considering CSU and TOY. Could you comment on purchasing these at today’s prices and indicate potential future headwinds (China dispute on TOY). As a second question do you have any other suggestions that look particularly interesting to you today? Thanks for your incredibly valuable service.
- Covalon Technologies Ltd. (COV)
- Stars Group Inc. (The) (TSGI)
- Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
Q: As a follow-up to Larry's question on July 10, which pre-supposed my own, I had one more point: I am looking for two companies which will need to be cashed out in 2 years. Do these two fit the bill, or would you recommend something else? Just looking for growth. Dividend not important. Feel free to suggest two others which might have more bang for the bucks. Sectors not important, as I'm well-diversified and comfortable with present portfolio, thanks to 5I of course. : )
These two new positions would be "mad money" undertakings. Thanks.
These two new positions would be "mad money" undertakings. Thanks.
Q: Dear Mr. Hodson and Mr. Modesto,
I'm helping a friend construct a portfolio worth $375,900. She is a single mother who is planning to retire in a few years. All her children have grown up and no longer require financial support.
Besides CPP and OAS, she also has some other income from other source and wish to supplement her spending with dividend income from the portfolio. She's asked me to help her to contruct a moderate growth portfolio. She said a yearly dividend income of $10000 will be sufficient.
Now, her trading accounts have:
BCE- 73%, SLF- 12%, BMO - 11%, Cash - 4%
Here are my questions. Please deduct as many credit as you wish from my question credits.
Her new portfolio will generate a yearly dividend income of $12954 (yield 3.44%) from $375,900.
Financial -22% - keep the BMO(11%), SLF(12%)
Utitility -16% - AQN, BEP.UN, H, KWH.UN
Energy -10% - ENB, WCP, PKI or TRP
Consumer -16% - PBH, ATD.B, DOL, TSGI
Industrial -11% - NFI, WSP, TCL.A
Health - 4% - CSH.UN, GUD
Technology - 12%- CSU, ARKW, Please suggest: Nasdaq index?
Telecomm - 6% - BCE
Cash - 3%
My questions are:
1) For a moderate growth portfolio, is the sector allocation appropriate?
2) Do I need to further diversify BMO and SLF?
3) In each sector, do you have any suggestions for the right stocks? Feel free to add or delete.
4) Please let me know which stocks you would recommend to add first?
5) For a person close to retirement age and no experience investing in US, is it necessary for her to invest abroad? What's your opinion?
6) All the above proposed stocks, which growth stocks should go into the TFSA? What are your top 5 picks among the growth stocks above?
Thanks as always
Esther
I'm helping a friend construct a portfolio worth $375,900. She is a single mother who is planning to retire in a few years. All her children have grown up and no longer require financial support.
Besides CPP and OAS, she also has some other income from other source and wish to supplement her spending with dividend income from the portfolio. She's asked me to help her to contruct a moderate growth portfolio. She said a yearly dividend income of $10000 will be sufficient.
Now, her trading accounts have:
BCE- 73%, SLF- 12%, BMO - 11%, Cash - 4%
Here are my questions. Please deduct as many credit as you wish from my question credits.
Her new portfolio will generate a yearly dividend income of $12954 (yield 3.44%) from $375,900.
Financial -22% - keep the BMO(11%), SLF(12%)
Utitility -16% - AQN, BEP.UN, H, KWH.UN
Energy -10% - ENB, WCP, PKI or TRP
Consumer -16% - PBH, ATD.B, DOL, TSGI
Industrial -11% - NFI, WSP, TCL.A
Health - 4% - CSH.UN, GUD
Technology - 12%- CSU, ARKW, Please suggest: Nasdaq index?
Telecomm - 6% - BCE
Cash - 3%
My questions are:
1) For a moderate growth portfolio, is the sector allocation appropriate?
2) Do I need to further diversify BMO and SLF?
3) In each sector, do you have any suggestions for the right stocks? Feel free to add or delete.
4) Please let me know which stocks you would recommend to add first?
5) For a person close to retirement age and no experience investing in US, is it necessary for her to invest abroad? What's your opinion?
6) All the above proposed stocks, which growth stocks should go into the TFSA? What are your top 5 picks among the growth stocks above?
Thanks as always
Esther
Q: In your opinion, what do you believe would be the impact on BAM.A stock under the following circumstances:
1. Rising interest rates
2. Market correction
3. Unfavourable Free Trade conditions
Also, would you consider the company to be well diversified, and if so, would an overweight position be acceptable in your opinion?
Thanks,
1. Rising interest rates
2. Market correction
3. Unfavourable Free Trade conditions
Also, would you consider the company to be well diversified, and if so, would an overweight position be acceptable in your opinion?
Thanks,
Q: Why is cargo jet going down and what are the prospects for the future?
Q: Hi 5i research team,
Besides nice weather, do you see any reasons why RET.a is doing better for the past few days? Volume is barely higher than median volume. It looks better technically (ma50 crossing over ma100). If nothing has changed: what would a good technical level to sell (at a small loss fiscally deductible)? Is it worth being patient for the ma50 and/or ma100 to cross over the ma200? The ex-dividend date is coming later this week (5 cents). RET.a remains cheap after accounting for the cash on the balance sheet. Thank you for your collaboration, Eric
Besides nice weather, do you see any reasons why RET.a is doing better for the past few days? Volume is barely higher than median volume. It looks better technically (ma50 crossing over ma100). If nothing has changed: what would a good technical level to sell (at a small loss fiscally deductible)? Is it worth being patient for the ma50 and/or ma100 to cross over the ma200? The ex-dividend date is coming later this week (5 cents). RET.a remains cheap after accounting for the cash on the balance sheet. Thank you for your collaboration, Eric
Q: At one time I used to access a table of all covered companies and their ratings. If this table is still available, where can I find it?
Thanks
Thanks
Q: I am learning a lot from your services of 5i, Canadian Money Saver, ETF newsletter..
I have owned CNR since 2005. From an original 10% of the portfolio, it has now grown to 20%. I read your answers to other questions about CNR.
My dilemma is-
1. CNR is a good long-term hold: So, leave it.
The risk is its falling in a recession/ tariff war. (It fell 30% in 2008.)
2. Portfolio weighting is more important: Trim to a lower percent and pay the tax.
But, from selling other stocks and 5i Growth stocks, I already have some capital gains.
What would you do?
Thank you for your wonderful service and great investor education.
Shan
I have owned CNR since 2005. From an original 10% of the portfolio, it has now grown to 20%. I read your answers to other questions about CNR.
My dilemma is-
1. CNR is a good long-term hold: So, leave it.
The risk is its falling in a recession/ tariff war. (It fell 30% in 2008.)
2. Portfolio weighting is more important: Trim to a lower percent and pay the tax.
But, from selling other stocks and 5i Growth stocks, I already have some capital gains.
What would you do?
Thank you for your wonderful service and great investor education.
Shan
Q: I'm thinking the sell off of these two stocks is overdone due primarily to all the uncertainty around trade and tariffs.
For a longer term hold (3-5 years) would consider this to be a good time to step in (perhaps a half position) or should I wait for these matters to be clarified/resolved?
Thanks, Rick
For a longer term hold (3-5 years) would consider this to be a good time to step in (perhaps a half position) or should I wait for these matters to be clarified/resolved?
Thanks, Rick
Q: Could I have your comments on Richelieu's earnings.
Thank-you
Thank-you