Q: I am curious about investment strategist Edward Chancellor’s idea that a sector with recent huge inflows of capital is quite likely to see an oversupply and price collapse (e.g. perhaps a partial explanation for behaviour of ‘green’ stocks during last several years). How could the average investor obtain data or insight into current sector capitol allocation? In that context, do you see any sectors that currently might be particularly vulnerable, or alternatively at an advantage, within this theoretical scenario?
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.
- goeasy Ltd. (GSY)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Crocs Inc. (CROX)
- Enphase Energy Inc. (ENPH)
Q: Hi, I was wondering if I can get your opinion on these stocks I'm holding losses on ATZ down 50%, ENPH down 25%, CROX down 25% and GSY down 20%.
I did tax loss selling last year in late December which bit me hard when the stocks took off in January with me sitting on the sidelines. Should I consider selling any of these now with the intention of buying back in 30 days and harvesting the tax loss? If so which would you suggest selling and which would you buy back? Short of that would you suggest averaging down on any of these instead? Thanks in advance! Take as many credits as you wish.
I did tax loss selling last year in late December which bit me hard when the stocks took off in January with me sitting on the sidelines. Should I consider selling any of these now with the intention of buying back in 30 days and harvesting the tax loss? If so which would you suggest selling and which would you buy back? Short of that would you suggest averaging down on any of these instead? Thanks in advance! Take as many credits as you wish.
- Constellation Software Inc. (CSU)
- Berkshire Hathaway Inc. (BRK.B)
- Topicus.com Inc. (TOI)
- Lumine Group Inc. (LMN)
Q: Hello, what are the reasons that constellation made 2 spinoff (topicus and lumine) in the past years ? Why did they not keep everything under one roof and continue to grow constellation instead and follow the same path like Berkshire Hathaway that never did a spinoff.
Q: Hi 5i team,
Among the 3 stocks, which one would you consider to start a position at current price level for 5 years+ holding?
thanks,
Among the 3 stocks, which one would you consider to start a position at current price level for 5 years+ holding?
thanks,
Q: I want to take advantage of some stocks that are down now with potential of high returns in the future. Can you suggest some undervalued stocks to pickup right now?
Q: I'm wondering about Dollarama compared to the US dollar stores. DOL is near a 52 week high and DLTR and DG are near 52 week lows. What difference(s) between this companies makes their recent performance so different? Do you think Dollarama going to follow the US companies performance in the near future?
Q: In your opinion which one of the two in the sectors below offer the best return over the next 5 years?
Energy Infrastucture-Key or PPl
Retail-Atd.b or Dol
Energy Infrastucture-Key or PPl
Retail-Atd.b or Dol
Q: Could you provide or provide a source for historical TSX sector performance?
There is the TSX 60 performance chart over time and that of individual stocks. I haven't been able to locate a consolidation of the individual stocks in each sector. Thank you
There is the TSX 60 performance chart over time and that of individual stocks. I haven't been able to locate a consolidation of the individual stocks in each sector. Thank you
- Whitecap Resources Inc. (WCP)
- Baytex Energy Corp. (BTE)
- Topicus.com Inc. (TOI)
- Lumine Group Inc. (LMN)
Q: Hello Peter,
Do you still see both Topicus and Lumine Group as long term holds or should i just buy CSU and add more to my existing shares? If oil companies decide to privatize, how would the investor share price be reflected? Does the company buy out our portion of shares and at what price (current price of market).. Lastly, any comments on baytex would be appreciated. Thanks
Do you still see both Topicus and Lumine Group as long term holds or should i just buy CSU and add more to my existing shares? If oil companies decide to privatize, how would the investor share price be reflected? Does the company buy out our portion of shares and at what price (current price of market).. Lastly, any comments on baytex would be appreciated. Thanks
Q: ALA BOM CM CPX CSH EMA ENB FRU FTS NTR TRP
Which are your Top 3 and Bottom 3 choices based on total return over what you consider a longer term?
Thanks
Which are your Top 3 and Bottom 3 choices based on total return over what you consider a longer term?
Thanks
Q: Hi guys!
Thank you for your work.
If you had to describe the current market direction (up, down, sideways, don't know) how would you describe it?
Would you suggest 5 highish likelihood stocks ready for a bit of a rebound within the next few weeks/months?
Suggestion: We learn from our mistakes. Is there any chance you could have a page that notes all of 5i's misses (along with the explanation)?
I have been getting some bullish scuttlebutt on CIX. Would you give me your opinion on CIX's future...and likelihood it will get to $30?
Thank you for your work.
If you had to describe the current market direction (up, down, sideways, don't know) how would you describe it?
Would you suggest 5 highish likelihood stocks ready for a bit of a rebound within the next few weeks/months?
Suggestion: We learn from our mistakes. Is there any chance you could have a page that notes all of 5i's misses (along with the explanation)?
I have been getting some bullish scuttlebutt on CIX. Would you give me your opinion on CIX's future...and likelihood it will get to $30?
Q: What sector allocation % would you recommend that one maintain today in a "balanced" portfolio?
- Loblaw Companies Limited (L)
- Metro Inc. (MRU)
- Empire Company Limited Non-Voting Class A Shares (EMP.A)
Q: Your thoughts on the potential downside for grocers with proposed pressure from Fed Gov't? Thanks!!
- Bank of America Corporation (BAC)
- Exxon Mobil Corporation (XOM)
- Brookfield Renewable Partners L.P. (BEP.UN)
- A&W Revenue Royalties Income Fund (AW.UN)
- Exchange Income Corporation (EIF)
- Stag Industrial Inc. (STAG)
- Loblaw Companies Limited Second Preferred Shares Series B (L.PR.B)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Hi 5i
Each of these stocks represent between 2-3 1/2 % of my
portfolio.
Thinking of boosting some up to between 4 1/2 to 5%.
None are at a loss.
Any thoughts of an order to do this?
Thx
Gerry
Each of these stocks represent between 2-3 1/2 % of my
portfolio.
Thinking of boosting some up to between 4 1/2 to 5%.
None are at a loss.
Any thoughts of an order to do this?
Thx
Gerry
- Manulife Financial Corporation (MFC)
- Sun Life Financial Inc. (SLF)
- A&W Revenue Royalties Income Fund (AW.UN)
Q: Hi Folks,
I am finally breaking even with MFC. I am thinking of selling MFC and going to SLF or AW.UN - may I ask your opinion as to the best stock to buy as a replacement today, regardless of sector.
Thanks,
I am finally breaking even with MFC. I am thinking of selling MFC and going to SLF or AW.UN - may I ask your opinion as to the best stock to buy as a replacement today, regardless of sector.
Thanks,
Q: I am thinking of taking a capital loss on 3 securities:
ZAG, TIXT, TCL.A-C
What securities could I replace them with while waiting for the 30-day period before a possible repurchase of these securities?
Second question:
What is your opinion of TCL.A?
ZAG, TIXT, TCL.A-C
What securities could I replace them with while waiting for the 30-day period before a possible repurchase of these securities?
Second question:
What is your opinion of TCL.A?
- Descartes Systems Group Inc. (The) (DSG)
- Thomson Reuters Corporation (TRI)
- Alimentation Couche-Tard Inc. (ATD)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Everyone,
If you could only own shares in three Canadian companies what names do you suggest? My thoughts are CSU, BAM and a big Canadian bank. Clayton
If you could only own shares in three Canadian companies what names do you suggest? My thoughts are CSU, BAM and a big Canadian bank. Clayton
- WSP Global Inc. (WSP)
- TFI International Inc. (TFII)
- ATS Corporation (ATS)
- Savaria Corporation (SIS)
- GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
Q: Of these six industrial holdings, which three or four would be your favourites? (I focus mainly on the Balanced Portfolio.)
Thanks for all your insightful advice!
Thanks for all your insightful advice!
Q: Regarding your answer to Peter, call me cynical but this company inexplicably began a steady decline a month ago, followed by a steep decline yesterday before the public announcement of the bought deal. It looks to my suspicious mind like some people had inside information and acted on that knowledge.
Q: Thoughts on the quarter?
Thanks...Steve
Thanks...Steve