Q: why are the shares in each company down?. is it because the mkt feels the merger with Kansas will be denied for both companies? . for the long haul do you feel this drop presents a buying opportunity for either company regardless of any merger? thanks Richard
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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.
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Kansas City Southern (KSU $293.59)
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Canadian National Railway Company (CNR $137.90)
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Canadian Pacific Kansas City Limited (CP $99.86)
Q: So what do you think about the CNR's outbidding of CP for KSU?
Q: Good Day
Today CNR fell more than 7%. The drop is attributed to the failed bid of CNR for Kansas City Southern.
Can you please comment how this failed bid will impact CNR’s earnings going forward. ? At today’s level of $138 is the stock attractive ? Would you add or hold at this level?
Today CNR fell more than 7%. The drop is attributed to the failed bid of CNR for Kansas City Southern.
Can you please comment how this failed bid will impact CNR’s earnings going forward. ? At today’s level of $138 is the stock attractive ? Would you add or hold at this level?
Q: Hi Peter
which three Forest Product Companies would you buy at this time and do you think they still have room to grow?
I am thinking of buying equal shares in each of the following companies:
- WFG
- IFP
-CFP
Do you think this is a good strategy?
Thanks Ron
which three Forest Product Companies would you buy at this time and do you think they still have room to grow?
I am thinking of buying equal shares in each of the following companies:
- WFG
- IFP
-CFP
Do you think this is a good strategy?
Thanks Ron
Q: I am looking at buying BAM.a shares for a LIRA account, 15-year horizon. I already own BIP.un and BEP.un in a cash account, total would represent about 12% of equity portfolio. Is this too much? Within BAM, what is the proportion of revenues that BIP and BEP represent? Thanks
Q: Hello
1.Do you see Lam Research as a good long term hold specially with the chip shortage ?
2. What is your outlook on Kirkland Gold? Do you see the gold stocks picking up in the near future?
Thank you
1.Do you see Lam Research as a good long term hold specially with the chip shortage ?
2. What is your outlook on Kirkland Gold? Do you see the gold stocks picking up in the near future?
Thank you
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goeasy Ltd. (GSY $129.60)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.67)
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Dye & Durham Limited (DND $4.17)
Q: Hi,
I generally prefer companies that have very little or no long term debt. It just gives me comfort of the ability for the company to survive massive drawdowns in the stock market.
Of the 4 companies listed, are any burdened with a high long term debt load?
Thanks ,
I generally prefer companies that have very little or no long term debt. It just gives me comfort of the ability for the company to survive massive drawdowns in the stock market.
Of the 4 companies listed, are any burdened with a high long term debt load?
Thanks ,
Q: Hi
despite some insider selling in a question by someone else in early April
it has taken another jump to new high this am
is there any fundamental reasons for the spike in this stock
I am aware that it is more defensive as consumer staples stock (am I right?)
I have a partial position, time to take profit or add to ? (I broke even a month ago)
thanks to your wisdom
is there an alternate stock (Cdn) you would recommend?
Michael
hold the stock for a few years, able to break even, dividend is nice, though not a high
dividend payer
despite some insider selling in a question by someone else in early April
it has taken another jump to new high this am
is there any fundamental reasons for the spike in this stock
I am aware that it is more defensive as consumer staples stock (am I right?)
I have a partial position, time to take profit or add to ? (I broke even a month ago)
thanks to your wisdom
is there an alternate stock (Cdn) you would recommend?
Michael
hold the stock for a few years, able to break even, dividend is nice, though not a high
dividend payer
Q: over the last 10 years manulife (mfc) stock price has peaked at 27$, 5 times ,after reading the recent report on magellan (mal) i am thinking of selling MFC to invest in MAL ,your thoughts?
Q: 5i Team,
What are the expectations for the upcoming q?
Do you see any red flags?
What are the expectations for the upcoming q?
Do you see any red flags?
Q: I am interested in the Industrial sector. What is the best way of playing it?
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Lennar Corporation Class A (LEN $114.71)
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Canfor Corporation (CFP $14.33)
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Western Forest Products Inc. (WEF $14.50)
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iShares Russell 2000 Growth ETF (IWO $353.70)
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iShares Russell 2000 ETF (IWM $269.79)
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Toll Brothers Inc. (TOL $147.56)
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iShares Russell 2000 Value ETF (IWN $199.00)
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West Fraser Timber Co. Ltd. (WFG $98.11)
Q: I own a fully position in IWN - with what's been going on lately with sector rotation (Growth verses value) should i see half the position and buy IWO (growth) or sell the entire position in IWN and buy IWM (both growth and value) ?
Second question I own significant holdings in WEF (overweight) WFG (1/2 position) and lastly Canfor (Full Position) My question is is it time to exit hold or reduce as lumber prices cannot stay at the present level forever?? (your comment please) maybe even sell some WEF some and go with a big house builder or even Lowes (I already own Home depot ) your guidance is appreciated
Second question I own significant holdings in WEF (overweight) WFG (1/2 position) and lastly Canfor (Full Position) My question is is it time to exit hold or reduce as lumber prices cannot stay at the present level forever?? (your comment please) maybe even sell some WEF some and go with a big house builder or even Lowes (I already own Home depot ) your guidance is appreciated
Q: Peter; With the issue accruing nothing to the company is it just a exit plan by the selling shareholders and does it change your view of it re excess debt? Thanks. Rod
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Enghouse Systems Limited (ENGH $18.65)
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Real Matters Inc. (REAL $6.96)
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Xebec Adsorption Inc. (XBC $0.51)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.07)
Q: These are the 4 losing stocks in my long term hold portfolio. I am considering to sell them because I start to doubt my original thesis of owning them. Please rank in selling order if a better buying opportunity becoming available. Thank you. Bill.
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Linamar Corporation (LNR $89.24)
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AutoCanada Inc. (ACQ $26.75)
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Martinrea International Inc. (MRE $10.34)
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Magna International Inc. (MG $73.62)
Q: looking at to buy a stock in auto industry.
your preference re linemar, magna, martinrea, or wd buying a sales of autos co., ie, auto canada be better. your opinion and any other view/suggestion wd be helpful and appreciated
thank u
John
your preference re linemar, magna, martinrea, or wd buying a sales of autos co., ie, auto canada be better. your opinion and any other view/suggestion wd be helpful and appreciated
thank u
John
Q: Which one to go and which one to keep.
AEM,ABX,WEED,CJT,GRN,KEL,QST,REAL,SMT,XBC,YRI
AEM,ABX,WEED,CJT,GRN,KEL,QST,REAL,SMT,XBC,YRI
Q: Hi! I'm wondering if Canadian firms will be able to participate in contracts relating to some of the infrastructure spending happening in the US? If not, would we be better served exiting WSP Global for a US firm at this time? If so, who would you switch out for?
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Air Canada Voting and Variable Voting Shares (AC $19.47)
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Chorus Aviation Inc. Voting and Variable Voting Shares (CHR $22.21)
Q: In the answer to a previous question asked on March 22, 2021, you mentioned that you would prefer AC to CHR as an investment.
However, CHR has posted positive net income for Q2, Q3, Q4 2020, which seems pretty impressive for an airline during 2020. CHR seems like a more "solid" company to my untrained eye.
In the answer to the other question, you mention that CHR has been free cash flow negative for the past 5 years, but according to my research, it has also been posting positive annual net income since 2009. How would something like that be possible?
However, CHR has posted positive net income for Q2, Q3, Q4 2020, which seems pretty impressive for an airline during 2020. CHR seems like a more "solid" company to my untrained eye.
In the answer to the other question, you mention that CHR has been free cash flow negative for the past 5 years, but according to my research, it has also been posting positive annual net income since 2009. How would something like that be possible?
Q: Your recommendation on which option may be taken? Also, between the two proposed stocks, which one pays dividend similar to BPY? I cannot find stock symbols for both.
Brookfield Property shareholders can choose to take $18.17 per unit in cash, 0.3979 of a Brookfield Class A share or 0.7268 of a Brookfield Property Partners preferred unit
Brookfield Property shareholders can choose to take $18.17 per unit in cash, 0.3979 of a Brookfield Class A share or 0.7268 of a Brookfield Property Partners preferred unit
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Xylem Inc. New (XYL $142.91)
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MEDIFAST INC (MED $11.70)
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Ultra Clean Holdings Inc. (UCTT $44.14)
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Reliance Inc. (RS $328.21)
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Trane Technologies plc (TT $390.13)
Q: Hi 5i,
I currently own AC, AQN, AT, ATZ, BAM, BYD, CARR, CELH, CRWD, DOO, ENB, GSY, KRR, KXS, LSPD, LUN, MG, MITK, MMED, NUMI, NVDA, NVEI, PBH, PHO, PLTR, QCOM, QST, REAL, SCR, STC, T, TEC, U, WELL, WSP, XBC in my TFSA.
I haven’t made any changes to my portfolio since February. Has your view changed on any of these companies? Which should I sell and any new suggestions? I’m ok with high risk. Thanks for your awesome picks!
I currently own AC, AQN, AT, ATZ, BAM, BYD, CARR, CELH, CRWD, DOO, ENB, GSY, KRR, KXS, LSPD, LUN, MG, MITK, MMED, NUMI, NVDA, NVEI, PBH, PHO, PLTR, QCOM, QST, REAL, SCR, STC, T, TEC, U, WELL, WSP, XBC in my TFSA.
I haven’t made any changes to my portfolio since February. Has your view changed on any of these companies? Which should I sell and any new suggestions? I’m ok with high risk. Thanks for your awesome picks!