Q: I am looking at GSY to add to my TFSA. Current holdings are based on the Income portfolio. I’d like a little torque in the TFSA. Would this be prudent and what would you suggest is a good entry price?
Q: I want to start balance equity portfolio,Shall i start with all the stocks or leave some out temporary due to current volatile market.
Admitedly I didn't hold and sold many stocks at loss.
Q: What publicly traded companies in Canada (outside of the big 6) originate lending for the consumer or small business sector? Ideally looking for companies that have a bit of an alternative focus (M&A, leasehold improvement, appliance financing, etc) and are looking to expand their capital deployment scope.
Q: Hi Everyone at 5i! I have made some money on Dcbo and am thinking of swapping out into Trisura in hopes for higher growth. Does this make sense to you??
Cheers,
Tamara
Q: I might have missed it, but everytime you are asked for the best X number of Canadian stocks to buy for a certain period of time I never see you mention KXS as a good buy.
So, what is you feeling on KXS and why do you rarely or never suggest it?
Q: In your Coverage Summary for Aug 2022, would you please explain the meanings of the columns. Such as for A&W the start price is 21.63, Recent Closing Price is 34.49, yet the Monthly Return is negative. Also what does P&L (2022) & P&L (Total) represent. Thanks … Cal
Q: If I am selling this loosing stock in my RIF Account for the purpose of generating cash for my mandatory withdrawal - can I immediately start a smaller weight in my cash account trusting that there will be upside in the future. I assume there are no tax consequences since it was in a registered account.
Q: BoE bond buying announcement largely had to prevent margin calls and pension impact risks. (As well as other economic needs) Not an expert, but it sounds like mass panic in Europe(inflation, Russia etc…) Leading to significant credit availability reductions needed for businesses for financing etc. With this all happening does this not provide an ideal environment for TOI to acquire European business’s at a discount, understanding they strategically use their cash flow to finance the deals. Lead to a very bright bright upside in the future?
Q: With the Fed raising rates and their commitment to tackle inflation the US dollar has been on quite a tear lately. Can you name the top three companies from your balanced portfolio that would be the most positively impacted by the strengthening US dollar as well as the three that would be the most negatively impacted.
Q: Please comment on Q4 results released today & going forward. Today closed @ $7.75 -0.60. Is it still worthwhile holding. My purchase price is $22.75.Txs for U usual great services & views
Q: 52 week low. Other than following the market trend is this low surprising? Any thoughts on near to mid term prospects? Still one of your favourites?
Q: syz not doing all that well. markets are bad but is there anything particular that is causing deep drop. do you still recommend it. what will it take to get things going.
Q: Before deploying more dollars to BX, what are other headwinds (apart from the usual suspects of inflation, recession etc) that the market is seeing that is driving down the share price. How would you rate BX vs peers such as BLK or BAM for long term (divd, capital) appreciation