Q: CLS is near $100 today, would this be a good moment to initiate a position? Would you wait further and keep the cash for now? Would you initiate a position at 2%? It is for a TFSA and a long-term hold. Alternatively, should I bolster my position in two other growth names (PRL to 4%) and KSI with a position similar to that in the growth portfolio. All in TFSA. Thanks.
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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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Alphabet Inc. (GOOG $315.67)
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Garmin Ltd. (Switzerland) (GRMN $205.00)
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Intuitive Surgical Inc. (ISRG $577.15)
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NVIDIA Corporation (NVDA $188.61)
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Booking Holdings Inc. (BKNG $5,446.51)
Q: Stocks are being pummelled. But as always, hopefully they will come back but it may take a while longer than normal. Trump is not normal. If one understands the risk, would you suggest buying some names that are being particularly hit today (eg SHOP -15%)? If so, can you suggest a few names?
Q: I hold Wsp in a tfsa and I am looking for a Canadian “construction” firm or similar company that I can pair with to take advantage of government infrastructure investment that will compliment Wsp. Recommendations and reasoning? Thanx.
Q: What should I understand about “Target Price?”
For example, what is the implied time horizon?; is this meant to guide investment decisions of buying and selling based upon forecast highs and lows?
Since you include this in your Company Profiles I assume that it provides something valuable.
For example, what is the implied time horizon?; is this meant to guide investment decisions of buying and selling based upon forecast highs and lows?
Since you include this in your Company Profiles I assume that it provides something valuable.
Q: What are your thoughts on Aritzia at these levels and what would cause such a drop in value that is significantly greater than the market sell off in general.
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Welltower Inc. (WELL $187.70)
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Tourmaline Oil Corp. (TOU $60.83)
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goeasy Ltd. (GSY $131.25)
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Valhi Inc. (VHI $11.77)
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Invesco DWA Industrials Momentum ETF (PRN $181.61)
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Topicus.com Inc. (TOI $126.52)
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Propel Holdings Inc. (PRL $25.24)
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Lumine Group Inc. (LMN $27.35)
Q: Hello 5I Team,
I need to trim down these positions in order to generate some cash in the next couple of weeks. Could you please suggest a possible order that you might trim from this list of eight companies, given the current economic climate? Thanks. Brad
I need to trim down these positions in order to generate some cash in the next couple of weeks. Could you please suggest a possible order that you might trim from this list of eight companies, given the current economic climate? Thanks. Brad
Q: Hi peter I have a 1.7% position in ATD in my TFSA with about a 1000.00 gain in it. I was thinking of selling it and adding to my position in TOI. How much upside would the deal with 7 Eleven give ATD and would this be an ok move in general. Thanks
Q: Is it too late to sell TFII? It continues to fall and I wonder what will reverse its fotune. I presume if tariffs land softer than assumed right now or when TFII reports in April. Would you hold and wait until say the next April report and reassess based on what management says at that point?
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Northland Power Inc. (NPI $17.91)
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Athabasca Oil Corporation (ATH $6.92)
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Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A $22.70)
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Magna International Inc. (MG $73.47)
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Premium Brands Holdings Corporation (PBH $101.77)
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Cargojet Inc. Common and Variable Voting Shares (CJT $85.35)
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Nexus Industrial REIT (NXR.UN $7.88)
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Valhi Inc. (VHI $11.77)
Q: Currently hold PBH and considering selling. Know you recently rated as a hold for the three year period. For a better total return,over the next three years, would you sell PBH and buy one of ATH, CJT, MG, NPI, NXR.UN, TCL.A, or VHI. Please rank these stocks for purchasing. Thanks
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Stantec Inc. (STN $130.88)
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Descartes Systems Group Inc. (The) (DSG $121.96)
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FirstService Corporation (FSV $214.20)
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TMX Group Limited (X $52.03)
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Toromont Industries Ltd. (TIH $166.65)
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goeasy Ltd. (GSY $131.25)
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TerraVest Industries Inc. (TVK $163.48)
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EQB Inc. (EQB $103.81)
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Topicus.com Inc. (TOI $126.52)
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Propel Holdings Inc. (PRL $25.24)
Q: What would be your top 10 Canadian stock picks now, maximum market cap $10 billion, long term hold. Thanks.
Q: Good day! Many thanks to 5i providing a rudder (and sometimes an anchor) on this rollicking journey.
I have been slowly accumulating CNR for the past couple of years and am now considering whether CP is better positioned over the next decade. I am currently down 8%.
Can I get 5i’s opinion on CN vs CP given each company’s
-past performance,
-quality of management,
-valuations,
-EPS growth projections
-CAN-US trade gyrations
-any other material factors
Thank you!
I have been slowly accumulating CNR for the past couple of years and am now considering whether CP is better positioned over the next decade. I am currently down 8%.
Can I get 5i’s opinion on CN vs CP given each company’s
-past performance,
-quality of management,
-valuations,
-EPS growth projections
-CAN-US trade gyrations
-any other material factors
Thank you!
Q: What do you think of its acquisition of The Reject Shop in Australia.?
Q: Good afternoon 5i
I have been hanging onto nfi, thinking there might be brighter futures. Recently, however, I have been reading about the prominence and advanced features of Chinese electric vehicles, including busses. It seems that the only thing keeping them out is tariffs. I am really concerned that if they had free reign that the hopes for nfi would dwindle. Tariff policies can be changed. What likelihood of more permissive tariff policies for Chinese electric vehicles happening.
Thanks for your great work
I have been hanging onto nfi, thinking there might be brighter futures. Recently, however, I have been reading about the prominence and advanced features of Chinese electric vehicles, including busses. It seems that the only thing keeping them out is tariffs. I am really concerned that if they had free reign that the hopes for nfi would dwindle. Tariff policies can be changed. What likelihood of more permissive tariff policies for Chinese electric vehicles happening.
Thanks for your great work
Q: How safe do you think Magna’s dividend is?
Current earnings/cash flow seem to cover the dividend quite well, and buybacks could always be stopped/reduced if needed to maintain the dividend.
Even if it takes a few years for the auto industry to recover, Magna’s over 5% dividend yield at least pays us to be patient (assuming Magna can adapt to whatever the future of the auto industry looks like)?
Current earnings/cash flow seem to cover the dividend quite well, and buybacks could always be stopped/reduced if needed to maintain the dividend.
Even if it takes a few years for the auto industry to recover, Magna’s over 5% dividend yield at least pays us to be patient (assuming Magna can adapt to whatever the future of the auto industry looks like)?
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Constellation Software Inc. (CSU $3,316.17)
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Thomson Reuters Corporation (TRI $181.76)
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Brookfield Corporation Class A Limited Voting Shares (BN $63.75)
Q: If Peter had to give three picks on BNN Market Call that were Canadian, what would they be?
Q: Hello , is this a good time in the cycle to start buying MX.TO.
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Premium Brands Holdings Corporation (PBH $101.77)
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iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.75)
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AeroVironment Inc. (AVAV $260.70)
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Magna International Inc. (MGA $53.78)
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Brookfield Renewable Corporation Class A Subordinate (BEPC $39.13)
Q: I'm holding the above in a RSP and the above stocks are quite down. Given the current environmnet, is it time to sell them? today, rather than last week!
Q: In light of the tariffs, what should I do if I hold shares of LNR. Is there hope of recovery or should they be sold? Thank you.
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Linamar Corporation (LNR $83.73)
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Martinrea International Inc. (MRE $10.30)
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Mistras Group Inc (MG $13.15)
Q: With 'be greedy when others are fearful' in mind which of Magna, Linamar and Martinrea are the best bargain right now?
Q: Will artificial intelligence utilization in finance and markets be able to replace stock pickers and in the end financial advisers/analyst since analysis of companies data will be faster and perhaps more reliable and objective than performed by a human irregardless of his skills and experience. Already automated portfolios are created by a computer based on certain investment goals.
I would be interested in your perspective on this matter.
Thank you
Miroslaw
I would be interested in your perspective on this matter.
Thank you
Miroslaw