Q: Thinking of selling goeasy and buying dollarama what do you think about this transaction.
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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.
- Enbridge Inc. (ENB)
- TC Energy Corporation (TRP)
- Pembina Pipeline Corporation (PPL)
- Keyera Corp. (KEY)
- goeasy Ltd. (GSY)
- Evertz Technologies Limited (ET)
Q: Hi 5i,
I have 3 different questions- please deduct accordingly.
1.) Since March 24 KEY (+12.46%) has outperformed each of ENB (+6.21%), TRP (+8.75) and PPL (+8.06%) by fairly substantial margins. I know that's a short time frame, but can you offer an explanation for KEY's better performance, and would you expect it to continue to lead the others over the next year?
2.) GSY is at or close to its lowest level since January 2021 - do you think the relevant company, sector and economy related bad news is now priced in and expect it to recover to the $150 range over 12 - 18 months, or do you think that's a pipe dream, and why or why not?
3.) In your opinion is ET likely to recover to at least the $14.00 level (where I bought it some time ago) this calendar year - and why or why not.
Thanks!
Peter
I have 3 different questions- please deduct accordingly.
1.) Since March 24 KEY (+12.46%) has outperformed each of ENB (+6.21%), TRP (+8.75) and PPL (+8.06%) by fairly substantial margins. I know that's a short time frame, but can you offer an explanation for KEY's better performance, and would you expect it to continue to lead the others over the next year?
2.) GSY is at or close to its lowest level since January 2021 - do you think the relevant company, sector and economy related bad news is now priced in and expect it to recover to the $150 range over 12 - 18 months, or do you think that's a pipe dream, and why or why not?
3.) In your opinion is ET likely to recover to at least the $14.00 level (where I bought it some time ago) this calendar year - and why or why not.
Thanks!
Peter
Q: Could you please name some Canadian companies you think have a good chance of being taken over? Thank you
- CVS Health Corporation (CVS)
- Lowe's Companies Inc. (LOW)
- U.S. Bancorp (USB)
- Constellation Software Inc. (CSU)
- TFI International Inc. (TFII)
- Alimentation Couche-Tard Inc. (ATD)
- lululemon athletica inc. (LULU)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
Q: I have had these 2 companies in my rrsp portfolio for over 2 and half years now. usb has been up and down but not doing anything and cvs was up nicely and now i reached the even mark on it. I would like to replace both of these what will be your suggestion would you have that i can replace these 2 with what other stocks please and thank you
Q: Your current view on the company, its future prospects, and your comment on the latest quarter, please? Thank you
- BRP Inc. Subordinate Voting Shares (DOO)
- Thomson Reuters Corporation (TRI)
- Trisura Group Ltd. (TSU)
- Topicus.com Inc. (TOI)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: Hello Peter,
I have shortlisted 5 stocks for a new position in TFSA of my wife and mine. I am thinking of 3 full positions or I could divide amongst 4. Could you help me eliminate one from my list and would appreciate if you could rank the other 4 in order of our preference - best first?
Thank you for your help.
Regards
Rajiv
I have shortlisted 5 stocks for a new position in TFSA of my wife and mine. I am thinking of 3 full positions or I could divide amongst 4. Could you help me eliminate one from my list and would appreciate if you could rank the other 4 in order of our preference - best first?
Thank you for your help.
Regards
Rajiv
- Illumina Inc. (ILMN)
- AbbVie Inc. (ABBV)
- Eli Lilly and Company (LLY)
- Constellation Software Inc. (CSU)
- Kinaxis Inc. (KXS)
Q: Thanks to strong performance largely from CSU and KXS, I am both overweight in Tech and also have outsized positions in both - CSU along with the spin offs is ~13% of total now.
While I like to let the winners run this position feels too oversized and would appreciate considerations around taking some earnings off here . Since I am also underweight in Industrials, Utilities, and Healthcare what would be good long term options here (I'm 41) to transition into?
While I like to let the winners run this position feels too oversized and would appreciate considerations around taking some earnings off here . Since I am also underweight in Industrials, Utilities, and Healthcare what would be good long term options here (I'm 41) to transition into?
- Bank of Nova Scotia (The) (BNS)
- Descartes Systems Group Inc. (The) (DSG)
- BRP Inc. Subordinate Voting Shares (DOO)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Leon's Furniture Limited (LNF)
- Gardner Denver Holdings Inc. (GDI)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Good Afternoon
I hold BAM, Bank of Nova Scotia, Leon’s, GDI and Lightspeed. I have held these stock for years and each position makes up about 1-2 % of my portfolio. I am looking for a bit more torque. Can you suggest a consolidation candidate or perhaps one of Shop, Descartes , Doo or one you prefer better. Thank you
I hold BAM, Bank of Nova Scotia, Leon’s, GDI and Lightspeed. I have held these stock for years and each position makes up about 1-2 % of my portfolio. I am looking for a bit more torque. Can you suggest a consolidation candidate or perhaps one of Shop, Descartes , Doo or one you prefer better. Thank you
Q: I have 4% of my RRSP in cash. Im underweight industrials and healthcare. I’m a fan of LLY for HC and J for industrial (WSP is my other). Would you add to these at current prices to get to a half position in each?
- Apple Inc. (AAPL)
- Costco Wholesale Corporation (COST)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- Bank of America Corporation (BAC)
- Royal Bank of Canada (RY)
- Toronto-Dominion Bank (The) (TD)
- Loblaw Companies Limited (L)
- Constellation Software Inc. (CSU)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Boyd Group Services Inc. (BYD)
Q: hi group i am looking to increase my % in the 11 stocks (listed) from 2-4% can you list order and price estimate you would target assuming a mild recession Thanks for your guidance
Q: Hello,
I have accumulated two large positions in Royal Bank and Fortis inside my TFSA, with the intent of collecting the dividend income stream throughout retirement for 25 years and then cashing them out.
I find myself needing to sell one in order to raise some cash.
Which one would YOU sell? Or sell half of each?
Thanks,
Roman
I have accumulated two large positions in Royal Bank and Fortis inside my TFSA, with the intent of collecting the dividend income stream throughout retirement for 25 years and then cashing them out.
I find myself needing to sell one in order to raise some cash.
Which one would YOU sell? Or sell half of each?
Thanks,
Roman
Q: I own CAT anticipating a growth in sales in 2024 due to infrastructure spending in the US. I also own TIH as my industrial exposure in Canada. Does it make sense to hold both or are they too similar? If I decide to change TaiH to another industrial holding in Canada, what would be your preferred options to consider? I already own CP and TFII for my other industrial exposures.
- Parex Resources Inc. (PXT)
- Cal-Maine Foods Inc. (CALM)
- Clairvest Group Inc. (CVG)
- Kulicke and Soffa Industries Inc. (KLIC)
- Dundee Precious Metals Inc. (DPM)
- Hollysys Automation Technologies Ltd. (HOLI)
- Mueller Industries Inc. (MLI)
- Encore Wire Corporation (WIRE)
- 10x Genomics Inc. (TXG)
- Coveo Solutions Inc. Subordinate voting shares (CVO)
Q: I am looking for cash-rich stocks with unusually low prices at the moment.
Could you recommend 5 Canadian and 5 US stocks
Thanks
Could you recommend 5 Canadian and 5 US stocks
Thanks
- Welltower Inc. (WELL)
- ECN Capital Corp. (ECN)
- Trisura Group Ltd. (TSU)
- Converge Technology Solutions Corp. (CTS)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Topicus.com Inc. (TOI)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
- Neighbourly Pharmacy Inc. (NBLY)
Q: The above holdings are in my TFSA for long term growth. Looking to add another stock to the account. Can you share a few that would be good additions for long term growth. If adding to an existing names make makes sense; open to that as well as none of these are a full position.
Q: I bought GSY in $32 area in 2020 in my TFSA, have sold some since late last summer, still at about 8% of portfolio, was thinking of selling half what I have and replacing with NVEI. Partly due your one of your recent responses to a question, that NVEI likely to have greater growth potential over next 1-2 years, I bought and own GSY for it's growth potential but if NVEI could produce better results, trade makes sense. I have lots of financials, low in tech in portfolio, so also increases diversification, would you agree with this idea in general?
- Salesforce Inc. (CRM)
- Medtronic plc. (MDT)
- CAE Inc. (CAE)
- Block Inc. Class A (SQ)
- Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
- Veeva Systems Inc. Class A (VEEV)
- Roku Inc. (ROKU)
- Guardant Health Inc. (GH)
- Ultra Clean Holdings Inc. (UCTT)
- Pinterest Inc. Class A (PINS)
- CrowdStrike Holdings Inc. (CRWD)
- Digital Turbine Inc. (APPS)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: It looks like I will need to sell a position or two to pay the tax man. Please rank the companies listed. Thank your
- Ford Motor Company (F)
- General Motors Company (GM)
- Toromont Industries Ltd. (TIH)
- Magna International Inc. (MG)
- Fisker Inc. Class A (FSR)
Q: Back in February 5i had responded to an MG vs TIH comparison request. I guess I was a bit surprised that you had favoured MG. I'm trying to understand MG's risks in the new EV world. How dependent is MG on the legacy companies for business? If they are quite dependent, are there not a lot of legacy costs (and therefore disruption risks) with these type of companies compared to the Teslas of the auto world who have built from the ground up on EV production? Maybe it's a case of MG having other avenues of growth in EV design and production that I'm not aware of.
Regarding TIH, what is its historic yield range ? Is the upper part of the range about 2.3% ?
Regarding TIH, what is its historic yield range ? Is the upper part of the range about 2.3% ?
Q: Hi, what would be your top 5 Canadian stocks today in each sector?
materials
energy
communications
thanks
materials
energy
communications
thanks
- NorthWest Healthcare Properties Real Estate Investment Trust (NWH.UN)
- Chorus Aviation Inc. Voting and Variable Voting Shares (CHR)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- Topicus.com Inc. (TOI)
Q: I have small positions in Chorus Aviation, North West Health Care, Lightspeed and Topicus; I'm down in all - and wondering how much patience is warranted - and considering Nuvei. Could you rate these in terms of possible upside and when one might expect this?
Thanks,
Thanks,
Q: Wondering what your crystal ball predicts regarding which of these 3 will provide the best return at year end, and after a two year period?