Q: NFI has announced a Recall against its battery supplier XALT and my guess is that resolution of this issue, which does not seem to have made the front pages(?), along with your own comments on Chinese competition might make a significant difference to NFI prospects. What do you think?
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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: KKR are very bullish on Canadian infrastructure opportunities(see article in globe) can you list some Canadian companies that KKR might buy or invest in partnership with thanks Richard. ps please exclude PPL. ENB TRP and BIPC from your list
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CI Morningstar Canada Momentum Index ETF (WXM $46.92)
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Fidelity Canadian Momentum ETF FCCM (FCCM $11.33)
Q: Follow up on a recent question on FCCM and WXM. FCCM has the lower MER. Other differences I see in a simple comparison from my online broker: FCCM is large cap while WXM is mid cap. 5 year returns for WXM is higher, but 3 year, 1 year, and less favor FCCM. Dividend from FCCM is 0.64% paid annually and WXM is 1.26% paid quarterly.
I own WXM in my TFSA (up 55%) along with a selection of stocks from your portfolios. I also own VMO in another account.
How do you view these investment style ETFs (growth, dividend, value, momentum) vs geographic ETFs vs sector ETFs vs others for DIY investors trying to diversify within an account?
I own WXM in my TFSA (up 55%) along with a selection of stocks from your portfolios. I also own VMO in another account.
How do you view these investment style ETFs (growth, dividend, value, momentum) vs geographic ETFs vs sector ETFs vs others for DIY investors trying to diversify within an account?
Q: A few questions please on Rogers.
Capex:
What direction does 5i see for Capex spending at Rogers over the next say three years? In addition to paying for the remaining 25% of MLSE, will upgrading their cable segment (or some other business need) require large investment and limit debt reduction?
Monetizing their sports assets:
It all sounds great but .... what risks does 5i see to individual Rogers investors, and how serious does 5i feel those risks are, from the controlling Rogers family negotiating a monetization that benefits only them?
Thank you
Edward
Capex:
What direction does 5i see for Capex spending at Rogers over the next say three years? In addition to paying for the remaining 25% of MLSE, will upgrading their cable segment (or some other business need) require large investment and limit debt reduction?
Monetizing their sports assets:
It all sounds great but .... what risks does 5i see to individual Rogers investors, and how serious does 5i feel those risks are, from the controlling Rogers family negotiating a monetization that benefits only them?
Thank you
Edward
Q: I like to purchase some US traded companies but I have no American cash. If a person wants to buy $10 to $15,000 (CAD) of a US traded stock, is it better to purchase a CDR or convert to US dollars at the current exchange rate? Does the exchange rate, or size of purchase make any difference when deciding which is the best course of action?
Thanks
Thanks
Q: Which would you prefer for a 3 to 5 year hold and an explanation please?
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Royal Bank of Canada (RY $232.72)
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Toronto-Dominion Bank (The) (TD $131.99)
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National Bank of Canada (NA $169.07)
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Intact Financial Corporation (IFC $260.82)
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Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $179.64)
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Fortis Inc. (FTS $73.74)
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Restaurant Brands International Inc. (QSR $96.84)
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Brookfield Renewable Partners L.P. (BEP.UN $41.60)
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Granite Real Estate Investment Trust (GRT.UN $88.57)
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goeasy Ltd. (GSY $131.36)
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Nutrien Ltd. (NTR $93.69)
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Bank of Nova Scotia (The) (BNS $76.34)
Q: These stocks are held in my wife's RRIF - just turned 71 - start withdrawing 2026. QSR, NTR ,GSY & GRT.UN small positions. GSY added this year. Thinking of selling GRT.UN - stock has not done much & very small dividend increaser, QSR (500 shs) small position - not big dividend grower - thinking of selling, NTR held fora while - up a fair bit 44%, 500 shs - sell? Comments if you agree with my analysis and if so, what should buy or add to this account?
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Brookfield Renewable Partners L.P. (BEP.UN $41.60)
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Brookfield Corporation Class A Limited Voting Shares (BN $61.71)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $67.75)
Q: hello 5i:
the Brookfield companies listed above make up close to 9% of our holdings. In your opinion, is that overweighting one entity too much? Any of the companies could be traded, but finding a comparable, or "better" company in that particular sector eg. utilities, financials, etc; is difficult. Your thoughts, please.
thanks
Paul L
the Brookfield companies listed above make up close to 9% of our holdings. In your opinion, is that overweighting one entity too much? Any of the companies could be traded, but finding a comparable, or "better" company in that particular sector eg. utilities, financials, etc; is difficult. Your thoughts, please.
thanks
Paul L
Q: Trulieve Cannabis Corp (TRUL:CNX)
A buy or not.
What is CNX?
Thank you.
A buy or not.
What is CNX?
Thank you.
Q: thoughts on the deal - looks accretive and sizable - enough to move the needle?
how does the bal sheet look pro forma
how does the bal sheet look pro forma
Q: WSP has been flat this year while Aecon has had a nice advance.Also, Transforce is recovering.I am thinking of replacing WSP with Aecon or Transforce.Your thoughts please.
Merry Christmas.
Merry Christmas.
Q: Please advise your thoughts on Chemtrade Logistics.
Thank you
Margaret
Thank you
Margaret
Q: Which stock will have the most growth going forward PNG or GLXY? High risk/volatility is not an issue. Buy now or wait?
Thanks for your service!
Thanks for your service!
Q: DOL: well I wish I had bought this one when 5i recommended it way back when. Buy now or wait - perhaps some selling to boost annual results by large money managers?
Q: Hi 5I team: We plan to buy QQQ and Google shares for my son's RRSP. given the US drop in interest rate and what may come given Trump's influence, would you recommend that we exchange the Canadian $ into US $ and buy in US? Thx
Q: For best growth over next three years CLS or FTT, or a bit of both?
Q: In my TFSA I currently own SIS, GRGD,SVM,RUS and WPM. I am wondering if it is best to sell RUS and replace with LUN as I don't want too many material stocks in my TFSA and wondered if LUN would be a better growth stock?
Thanks
Thanks
Q: TRI: read your report. Owned for very long time - small position 550 shares - up 327% including dividends. Thinking of adding at some point this month - tax loss selling. Non registered account ( wife's) Own in this portfolio: ATD, BMO, CM, EMP.A, ENB, TRP, SLF, T, TFII ( bought few weeks ago - up 10% now) ETF ZUE - owned very long time - up 504% and of course TRI. We are in our 70s, so, have more than enough capital.
Q: Which do you prefer, and why. Would you buy here.
Q: There was news today but I am not sure how to interpret it; it looks as though MDA is set up for the longer term, maybe. Your input would be appreciated.