Q: WFT has been getting pounded since it reported. Was it that bad? Should I switch to Canfor? Or would Canfor have suffered them same weather issues as West Fraser?
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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: Comments please on TFII recent earnings and purchase of Normandin Transport. What do you see going forward?
Q: Hi all at 5i: Thanks for your great work. You even clarified a tax issue on Brookfield’s Foreign Reporting status. Would you kindly comment on Toromont’s Earnings yesterday?
Thanks Bryan
Thanks Bryan
- BCE Inc. (BCE)
- TELUS Corporation (T)
- Constellation Software Inc. (CSU)
- Stars Group Inc. (The) (TSGI)
- Great Canadian Gaming Corporation (GC)
Q: Hi Everyone at 5i! Could please list for me 5 companies , of any type, with good valuation, that have a niche or moat and are worth investing in at this point in time. Thank you, Tamara
- Bank of Nova Scotia (The) (BNS)
- BCE Inc. (BCE)
- Enbridge Inc. (ENB)
- Sun Life Financial Inc. (SLF)
- Constellation Software Inc. (CSU)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Methanex Corporation (MX)
- CAE Inc. (CAE)
- Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
- Celestica Inc. (CLS)
- Agnico Eagle Mines Limited (AEM)
- Magna International Inc. (MG)
- Open Text Corporation (OTEX)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
Q: Hi 5i team,
From your 3 portfolios, which are the stocks that interlisted on US exchanges, and which stock pay their dividends in US$? Thanks.
From your 3 portfolios, which are the stocks that interlisted on US exchanges, and which stock pay their dividends in US$? Thanks.
Q: Hello Peter.
What is your opinion on the increasing operations ratio and the labour demands in the context of profitability. Do you think the growth in revenues would absorb the increased costs adequately enough to justify current valuation levels?
Appreciate your opinion as always.
What is your opinion on the increasing operations ratio and the labour demands in the context of profitability. Do you think the growth in revenues would absorb the increased costs adequately enough to justify current valuation levels?
Appreciate your opinion as always.
Q: Hello 5i Team,
Wondering if you can give me some direction in finding a watchlist/portfolio tracking tool that shows (near) real-time headlines of press releases and other related news (as it's published) in a column beside the list of stocks.
Globeinvestor used to be configured this way, but they have made many recent "improvements" to their tools. I can find new press releases, but I have to go into a menu for each individual stock. This is very onerous, as there are about 80 different stocks from several countries in my watch list. I have asked the Globe's Help Desk if changes will be made. They replied that other Gloveinvestor subscribers are also asking for this, but they can't say if/when changes will be made to add to or change the current configuration.
I asked for advice through the 5i Forum, and as such, set up a watchlist on Morningstar. However, I find many of the news items/press releases missing, or not published in a timely manner.
I know I am missing out on some important information that is affecting my potential trading decisions. Sometimes this works to my advantage (so that I don't make knee-jerk decisions), but for the most part, I would rather know what's happening with my stocks sooner than later.
Thanks very much,
Brad
Wondering if you can give me some direction in finding a watchlist/portfolio tracking tool that shows (near) real-time headlines of press releases and other related news (as it's published) in a column beside the list of stocks.
Globeinvestor used to be configured this way, but they have made many recent "improvements" to their tools. I can find new press releases, but I have to go into a menu for each individual stock. This is very onerous, as there are about 80 different stocks from several countries in my watch list. I have asked the Globe's Help Desk if changes will be made. They replied that other Gloveinvestor subscribers are also asking for this, but they can't say if/when changes will be made to add to or change the current configuration.
I asked for advice through the 5i Forum, and as such, set up a watchlist on Morningstar. However, I find many of the news items/press releases missing, or not published in a timely manner.
I know I am missing out on some important information that is affecting my potential trading decisions. Sometimes this works to my advantage (so that I don't make knee-jerk decisions), but for the most part, I would rather know what's happening with my stocks sooner than later.
Thanks very much,
Brad
Q: Do you think that the significant increase in SHOP on Tuesday was due in whole or in part to AMZN's release of its international shopping app? I own both companies so if this is the case, are SHOP's fortunes so tied to those of AMZN so as to present significant concentration risk?
Appreciate your insight.
Paul F.
Appreciate your insight.
Paul F.
Q: In a well diversified portfolio which one of these three companies would you choose for a long-term hold and with a view of an increased probability for a recession by the end of 2019? Can you please comment on your investment rationale?
Thanks
Thanks
Q: Putting new money to work in a diversified portfolio. Buy or pass on the 52 week low? Thanks.
Q: Your thoughts please.
Kind regards
Kind regards
Q: Can I get your thoughts on the finding that it is 13 times more expensive to mine certain metals, copper and gold in this study, from ore than through 'urban mining'. Are there public companies currently doing this in North America? Any that have plans to or are looking into it? Thanks.
https://www.acs.org/content/acs/en/pressroom/newsreleases/2018/april/pulling-valuable-metals-from-e-waste-makes-financial-sense.html
https://www.acs.org/content/acs/en/pressroom/newsreleases/2018/april/pulling-valuable-metals-from-e-waste-makes-financial-sense.html
Q: Hi could I please have your opinion on eCobalt Solutions as a speculative Cobalt company. I looked at the Thompson Reuters evaluation on TD waterhouse and they give it a "10" out of 10 rating. Also 2 analysts list it as a "strong buy". With the Cobalt price surging I'm looking for a way to benefit from the growth in demand, but with a company that has no ties to the Congo. Do you see potential in this company for a small hold? Technically it is right at the 200 day moving average.
Q: Looking at insider trading, I have noticed numerous sales classified as "sales under company plan". I do not know what this means and is it something to be concerned about? Thanks, Bill
Q: Your analysis of the deal today. It looks attractive but is it too
large? What does the balance sheet and P\E look like pro forma
large? What does the balance sheet and P\E look like pro forma
Q: What is your opinion of Toromont?
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- Intertape Polymer Group Inc. (ITP)
- Winpak Ltd. (WPK)
Q: What is your opinion of ITP as a long term hold? Do you prefer other companies in the same sector like CCL?
- Sylogist Ltd. (SYZ)
- Photon Control Inc. (PHO)
- Celestica Inc. (CLS)
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Evertz Technologies Limited (ET)
- Corby Spirit and Wine Limited Unlimited Voting Common Shares (CSW.A)
- Velan Inc. Subordinate Voting Shares (VLN)
Q: Good afternoon:
From an income investor's point of view, could you provide recommendations of your favorite 7 to 10 companies each of which have little to no debt?
As a second question, could you also provide your top 3 to 5 growth company names, again with little or no debt.
Thank you
Ian
From an income investor's point of view, could you provide recommendations of your favorite 7 to 10 companies each of which have little to no debt?
As a second question, could you also provide your top 3 to 5 growth company names, again with little or no debt.
Thank you
Ian
Q: Do you recommend these three companies for purchase by an investor, primarily interested in growth and why. Thanks.
Klaus
Klaus
Q: Hi, I was looking at buying HD but then started looking at Canadian Tire. According to Yahoo finance valuation looks cheaper and faster growth for Canadian Tire. Other than obvious size differences, would there be any other reason not to buy CTC.A over HD? thanks