Q: your favs with dividend growth compounders strong free cash flow growth every year?is bep.un a no brainer for valuation and growth and does dir.un have potential why do you like them thanks take me down on the questions for my added queries
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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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CGI Inc. Class A Subordinate Voting Shares (GIB.A $124.03)
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Emera Incorporated (EMA $67.65)
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Trisura Group Ltd. (TSU $39.61)
Q: I am going to add to at least one of my under weight companies. In what order would you add? Please provide a few notes as to why.
Thanks. ram
Thanks. ram
Q: Hi 5i
AC sp continues to slide even as globe and mail reports "executive bonuses fly higher after a profitable year"......Does AC have any upside potential from here? Seems AC is worse off than during the almost total shut down of airline industry during pandemic or am i looking at it too pessimistically....
Do you think AC could go bankrupt....
Longtime shareholder exploring alternatives buy sell or hold....Suggestions for alternatives to this space. 2 year time frame...
thx
AC sp continues to slide even as globe and mail reports "executive bonuses fly higher after a profitable year"......Does AC have any upside potential from here? Seems AC is worse off than during the almost total shut down of airline industry during pandemic or am i looking at it too pessimistically....
Do you think AC could go bankrupt....
Longtime shareholder exploring alternatives buy sell or hold....Suggestions for alternatives to this space. 2 year time frame...
thx
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Fortis Inc. (FTS $72.56)
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Brookfield Renewable Partners L.P. (BEP.UN $40.13)
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Granite Real Estate Investment Trust (GRT.UN $75.85)
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Brookfield Infrastructure Partners L.P. (BIP.UN $49.77)
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Dream Industrial Real Estate Investment Trust (DIR.UN $12.26)
Q: With increasing power demand (AI, EV's, data centers, etc.), what positive or negative impact does this have on BEP.UN and FTS ?
Are there any Canadian REIT's that are currently investing in the apparent demand for data centers - perhaps DIR.UN or GRT.UN ? I know that BIP.UN is now investing in this area.
Are there any Canadian REIT's that are currently investing in the apparent demand for data centers - perhaps DIR.UN or GRT.UN ? I know that BIP.UN is now investing in this area.
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NVIDIA Corporation (NVDA $182.55)
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Celestica Inc. (CLS $454.05)
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Pure Storage Inc. Class A (PSTG $82.13)
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CrowdStrike Holdings Inc. (CRWD $506.82)
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Datadog Inc. (DDOG $158.44)
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Vertiv Holdings LLC Class A (VRT $168.85)
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Palantir Technologies Inc. (PLTR $162.25)
Q: Can you suggest an AI
play at this stage. A little late to the game perhaps??
play at this stage. A little late to the game perhaps??
Q: Current thoughts as to whether to keep or sell lt?
Q: Do you see ATD as priced-for-perfection right now? I increased my position after the hickup of ATD-Carrefour in Jan 2021, it could happen again. However, it does not look expensive. Is debt OK? Do you see any particular risks near term? Thanks.
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Public Storage (PSA $269.17)
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Suncor Energy Inc. (SU $62.45)
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Enbridge Inc. (ENB $66.78)
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Tourmaline Oil Corp. (TOU $63.67)
Q: I am currently overweight energy and under in real estate. Which of the above three should I trim or sell completely? It seems ENB is as much utility as Energy and it's rather flat, for me. Love all the Energy dividends. The sole Realty I have is DIR.UN which I'm happy with. Which Canadian REIT's would you suggest and would I be better with a US or European REIT? If so, with one(s)? Many thanks
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $124.03)
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Emera Incorporated (EMA $67.65)
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Trisura Group Ltd. (TSU $39.61)
Q: I want to increase my position in the noted companies. Please give your order for doing so along with some reasons.
Much appreciated. ram
Much appreciated. ram
Q: Do you recommend buying any of these now, and if "yes" at what buy price pls? Thank you.
Q: GFL or Waste Management?
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Purpose Bitcoin ETF (BTCC.B $17.61)
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ISHARES BITCOIN TR (IBIT $50.57)
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Fidelity Wise Origin Bitcoin Fund Beneficial Interest (FBTC $77.69)
Q: I recently bought some IBIT shares and since the purchase my Portfolio Analysis summary has gone wonky. In the detail section for IBIT percentages; Asset Class: Fixed Income: 3055.98%, Diversified: -93.07%. Cash: -421.34%, Equity: -2441.58%. Geography and Sector breakdowns are also all over the place. Needless to say the summary of my portfolio is unreliable. Can this be fixed?
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WSP Global Inc. (WSP $240.45)
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TFI International Inc. (TFII $118.86)
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Axon Enterprise Inc. (AXON $524.60)
Q: I own both of these but would like to just keep one. Which one do you have more faith in going forward. Thanks. I plan to buy AXON as a replacement.
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Sylogist Ltd. (SYZ $5.56)
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Kinaxis Inc. (KXS $175.83)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.37)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
Q: Good morning. I hold the above stocks in my TFSA. Together they now account for approx. 6% of my TFSA. I am thinking I'd like to consolidate them into one or possibly two positions. Which would you choose to keep if you went that route. Alternatively can you suggest one or two Canadian and one or two American growth stocks to take their place. I already hold full positions of CSU, LMN, TOI, NVDA, and SHOP. Thanks for your advice, Rod
Q: I notice AND is up over 10% today . I suspect this is because of the earnings report. Please comment on earnings and more importantly any comments on outlook they may have stated in either their conference call or earnings report. Thanks Garth ......
Q: your opinion on LNR results, is it buy, sell, hold.
Q: I have read through your Macro Market Model information you forwarded yesterday and find it somewhat confussing.
I am subcribed to your Portfolio Analytics but when I go to the bottom of your How to Utilize it and where it says Free Report Download and click on it here is what I get,
Uh oh! We've encountered an error!
"The action you have requested could not be processed. Perhaps you have followed an incomplete link, or are using an old bookmark"?
I am not sure what this means?
If I also go to the Portfolio Analytics There is nothing there that makes reference to the "Macro Market Models".
Can you please clarify ! Thanks.
I am subcribed to your Portfolio Analytics but when I go to the bottom of your How to Utilize it and where it says Free Report Download and click on it here is what I get,
Uh oh! We've encountered an error!
"The action you have requested could not be processed. Perhaps you have followed an incomplete link, or are using an old bookmark"?
I am not sure what this means?
If I also go to the Portfolio Analytics There is nothing there that makes reference to the "Macro Market Models".
Can you please clarify ! Thanks.
Q: Will the Macro Market Models webinar be recorded so we can watch it later? If so do we need to register to get the recording?
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Celestica Inc. (CLS $454.05)
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TerraVest Industries Inc. (TVK $121.33)
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EQB Inc. (EQB $86.24)
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Decisive Dividend Corporation (DE $7.06)
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Payfare Inc. Class A Common Shares (PAY $4.00)
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ADF Group Inc. Subordinate Voting Shares (DRX $7.15)
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Topicus.com Inc. (TOI $125.34)
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Lumine Group Inc. (LMN $27.15)
Q: These stocks have had some very nice gains over the last few months. CLS, DE, DRX, EQB, LMN, PAY, TOI, TVK. If you held a partial position in these and wanted to add to the position to create a full position, which ones would you just buy at the current market price despite big run up? Are there some that you would try to buy at a somewhat lower price? If so, what price would you use?
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Toronto-Dominion Bank (The) (TD $116.71)
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Bank of Nova Scotia (The) (BNS $93.96)
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Enbridge Inc. (ENB $66.78)
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Sun Life Financial Inc. (SLF $83.30)
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Brookfield Infrastructure Partners L.P. (BIP.UN $49.77)
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Brookfield Corporation Class A Limited Voting Shares (BN $63.65)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $71.73)
Q: For capital appreciation over a 5 year period - Which 2 or 3 of the listed stocks would you choose.
Thanks
Thanks