Investment Q&A

Q: According to your weekly review received Saturday the Canadian dollar was 73.96 and the TSX ended the week up 1.6%
However according to Saturday’s Globe and Mail the Canadian dollar was 73.57 and the TSX closed at 21,984 or up .3% for the week.
In the future it may be better to postpone your weekly market view until the next market day as obviously there must have been a drop in markets during the closing hours.

Q: Hi,
I have these in about equal weights and have to let one or two of these go. Can you please list them in order of selling first to last if you were in my shoes.
Thanks

Q: How do you feel about Bitcoin after the halving coming up in April? Can you see it hitting $150k US at some point in the next two or three years?

Q: Good Day,
I currently hold CNR and JPM in my RRSP. I am considering selling CNR and topping up my JPM position with the hopes of increasing the growth profile over the next 5 -7 years. Do you believe that JPM should outperform CNR moving forward?
Thank you.

Q: 1) If you could only hold 10 names from 5i’s Balanced portfolio with the aim of maximizing total returns over 10 years, what would you choose?

2) Same as previous question, but the 10 names can be any security, Canadian or U.S.

Thank you!

(Public question)

Q: With the HVAC component in each of these companies, would there be too much overlap holding both?

Thanks.

Q: Curious to hear your thoughts on recent news. Would you be a buyer at current prices or sit and wait?

Q: "NUTRIEN LTD FILES FOR MIXED SHELF; SIZE NOT DISCLOSED", can't figure if this is good, bad or nonplus? Could you provide some understanding please.

Q: Hello Peter,
Given a 3-5 year buy and hold period, what would be good entry point for Toromont Industries and Dollarama?
Thanks very much.

Q: I have enough funds to add a half position. Which of the following options would prefer today:
1)Top up LMN to 5%
2)Start a new position in CSU
3) Start a new position in TRI
4) Start a new position in TVK
5)Divide funds between LMN and HPS.A , bringing each up to around 4.4%
Looking for growth with moderate risk. Thank you.

Q: Hi 5i:
These 2 are in my TFSA, AQN is down 15% and ATZ 27%, each are 1.5% of TFSA.
I am thinking it is time to move on. My reason is that I think it will take too long for these to "come back"
I know that this will be a loss I cannot claim.

What do you think? Any suggested replacements?
Thanks for all your work and analysis.

Q: BNS - Stock Charts on 05/28/24 as the next earnings, Yahoo Fin. has 03/01/24 as ex div. payment. The question is, if I sell on 03/02/24 will I receive the div.

LMN - I'm thinking of buying more of this stock. It appears to me that this is a good time, for it has traded sideways for the last week.
Question what is the outlook for this stock in 24/25 yrs.

PRL - Bruce Murray was on BNN Mar 19/24 and commented about Propel Holdings Inc. PRL-TSX. I checked on Yahoo Fin. and they indicated full year earnings 7 days ago beat expectations, but it doesn't appear the market was not impressed. What can you tell me about this company. Yahoo indicated some red flags.
So I would greatly appreciate your input.
Thank You very much Appreciate your service

Q: Very disappointed by your reply yesterday to my question which looks like a plain dismissal, as you didn't utter a word on the second part of the question on industrials, while making it private as to avoid embarrassment.

This is a public question.

Jacques IDS

Q: I'm thinking of journaling the above inter-listed securities over to my US RSP account as a currency play (I'm expecting CAD weakness vs USD over next 1-2 years). Other than CAD dividend exchange rate fees, are there other caveats to be aware of with any of these securities specific to their US listings? I.e. liquidity on NYSE? Thank you.

Q: 2question please: Have you changed your ideal entry price from 65$?and why? Also what is giving White Cap along with others in energy some momentum and can you see White Cap hitting 11$ or more? Tks.Larry

Q: Which is a better rail to buy currently, for a 5 year hold? My portfolio is very diverse (25 companies) but I do not have any railroads.

Q: So...do you think there will be a bidding war here? Should buy at these levels...with the assumption that the price will move up?

Q: I have listed a number of companies you like. Most of the companies named have done well (some very well).

Do you consider all these names a Buy at current levels? From the list what would be your 5 favorite stocks?

Thanks
Tim

Q: Hold the above securities in TFSA account held by my 89 year old parent. EMP.A (-25%)and ENGH (-51%) and am now trying to decide if I should add to them or move on to something with a better future prospect ( a suggestion with be appreciated). TOU has a small positive return at this time but was thinking of replacing it with CNQ - your thoughts. Some other holdings in the account include BAM, BN, CM, BEPC GSY, JWEL. Please deduct as many credits as many credits as appropriate.

Thank You

Q: Hi. What are your thoughts about these two small cap companies, the one a timber company, the other a manufacturer of lumber products? Both have strong dividends. My thanks.