Q: Looking at re-allocating funds from oil sector in either BAM or LMN. Currently have a 3% holding in BN. This would be inside an RRSP with a goal leaving alone for 20 years. What would your preference be. Allocation would be 1.5%.
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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: Has the situation changed re: JWEL? In July you suggested 15X or $ 24.60/share as a better entry point. We are there but it keeps dropping. Start accumulating or wait till it finds a bottom?
Q: Just curious if you can enlighten me on the liquidity/risk of individual preferred shares? Are they liquid and what would you be looking for at this stage of the interest rate cycle. They seem to be beaten down pretty good, and the yields are compelling. Also, would you do perpetual fixed or floater/resets and why? thanks
- Tricon Residential Inc. (TCN)
- iShares S&P/TSX Capped Information Technology Index ETF (XIT)
- EQB Inc. (EQB)
- Trisura Group Ltd. (TSU)
- Lumine Group Inc. (LMN)
Q: Am retired with a cash account full of utilities, banks , pipes, reits, telecoms etc. for income. Over the last 6 months have added BN and GSY for more growth. Have targeted the following growth stocks for next purchase :
XIT : basket of CDN techs
LMN : a mini CSU
EQB : Stephen Smith involvement
TSU: speciality insurance
TCN : faster growing US south residential real estate
Your opinion of each would be appreciated. What is your order of buying based on valuation and growth potential ?
Thanks. Derek
XIT : basket of CDN techs
LMN : a mini CSU
EQB : Stephen Smith involvement
TSU: speciality insurance
TCN : faster growing US south residential real estate
Your opinion of each would be appreciated. What is your order of buying based on valuation and growth potential ?
Thanks. Derek
Q: thoughts on interest rates inflation timeline thanks
Q: At this time do you think IMAX is a buy, hold, or sell? Please give a reason. Thank you.
Q: Been thinking of exchanging TECK for CNQ. Thoughts ?
Q: ATZ: No nothing about this stock other than it is a retail clothing store that has lost a lot of value. I own nothing in this group other than CTC.A which I bought at crazy low price in 2020 and still hold in a small position. Please enlighten me as to it's fall from grace - the whys and what needs to happen for it to gain momentum again. Thinking about a small position?
- Loblaw Companies Limited (L)
- Metro Inc. (MRU)
- Empire Company Limited Non-Voting Class A Shares (EMP.A)
Q: Hi 5i,
What’s your thesis on Empire? I’ve held the position for several years and it seems to be the perennial underperformer of the grocers (MRU, L). Trying to decide whether it’s time to cut the position and move on to better opportunities.
Thank you!
What’s your thesis on Empire? I’ve held the position for several years and it seems to be the perennial underperformer of the grocers (MRU, L). Trying to decide whether it’s time to cut the position and move on to better opportunities.
Thank you!
Q: Follow-up questions. - Do you suggest P/E below is considered a value stock? If not please give us what is considered as value P/E.
The current forward P/E for each sector is:
Materials: 17.4X
Real Estate: 28.2X
Financial: 13.4X
Services: 16.5X
Discretionary: 24.4X
Utilities: 16.1X
Energy: 11.6X
Health: 17.5X
Staples: 19.4X
Industrial: 18.2X
Technology: 25.5X
Thanks for the great service
The current forward P/E for each sector is:
Materials: 17.4X
Real Estate: 28.2X
Financial: 13.4X
Services: 16.5X
Discretionary: 24.4X
Utilities: 16.1X
Energy: 11.6X
Health: 17.5X
Staples: 19.4X
Industrial: 18.2X
Technology: 25.5X
Thanks for the great service
Q: Did Coliseum "engineer" any changes to senior management in exchange for the cash infusion? I assume they now have seats on the Board Of Directors.
Thanks,
Jim
Thanks,
Jim
- Pine Cliff Energy Ltd. (PNE)
- Gibson Energy Inc. (GEI)
- Parkland Corporation (PKI)
- Gear Energy Ltd. (GXE)
- Canadian Tire Corporation Limited (CTC)
Q: How would you rank these? What is their free cash flow if any? Please advise whether they are buy, hold or sell rating..
- Algonquin Power & Utilities Corp. (AQN)
- Alaris Equity Partners Income Trust (AD.UN)
- goeasy Ltd. (GSY)
- Cargojet Inc. Common and Variable Voting Shares (CJT)
Q: Good day team,
A few companies I'm invested in are in a loss position so far.
AQN 42% loss
AD 16% loss
CJT 22% loss
GSY 22% loss
At this point which stock do you think I should keep, which one sell, and which one replace and with what?
I'm retired and 73 years of age.
Take as many points as needed.
Thank you
John G.
A few companies I'm invested in are in a loss position so far.
AQN 42% loss
AD 16% loss
CJT 22% loss
GSY 22% loss
At this point which stock do you think I should keep, which one sell, and which one replace and with what?
I'm retired and 73 years of age.
Take as many points as needed.
Thank you
John G.
- George Weston Limited (WN)
- Dollarama Inc. (DOL)
- Metro Inc. (MRU)
- North West Company Inc. (The) (NWC)
- Five Below Inc. (FIVE)
Q: What is your current assessment of George Weston. Its share price is down about 20% since its high of 4-5 months ago, and seems to be in a downward trend. It has a fairly small dividend. How does it look to you? Are there any reasons you to continue to hold this? Do you have any other defensive names that you prefer? Thanks,
- Dollar Tree Inc. (DLTR)
- Dollar General Corporation (DG)
- Target Corporation (TGT)
- Dollarama Inc. (DOL)
- Five Below Inc. (FIVE)
- Ollie's Bargain Outlet Holdings Inc. (OLLI)
Q: Hi - these two companies, while being similar in business plan, seem to act very differently. can you help me understand why DG seems to perform so much worse? What is making DG seem to be such a weakling while DOL holds firm?
Q: Given North American renewed interest in nuclear power and a general trend in buying domestic can you comment on SNC’s potential in this space.Particularily given both Hydro Quebec and Bruce nuclear ambitions is there a better name to look at?
Q: Hi Folks,
In my TFSA I can only top up ATD or VISA to a full position at this time. Both are up considerably, all things being equal, may I have your opinion as to which one would be best topped up today.
Thanks,
In my TFSA I can only top up ATD or VISA to a full position at this time. Both are up considerably, all things being equal, may I have your opinion as to which one would be best topped up today.
Thanks,
Q: Do you think there is a risk that Telus would make an offer to take over TIXT now that its share price has been severely beaten down? It would be a brutal hit for existing TIXT shareholders but probly a very good move for Telus. I recall TD bank doing exactly this many years ago when they spun out their online trading business and the market didnt price its future growth very well.
Thanks.
Thanks.
Q: Could you provide your views on the recent trading halt and price action on Curaleaf?
Thanks, Hugh
Thanks, Hugh
Q: Are lumber stocks bottoming out ? would you start buying ? what are you looking out for..interest rates ...