Q: Peter Hodson's article d/d 6/24 in the FP re 5 key criterias, Please provide some stocks from your portfolios and under u coverage that meet the above key criterias..Is it timely to buy them now? Txs for u usual great services & views
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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: What is your outlook prospects recommendation for this spinoff company? What do you feel is a good entry point? I was hoping to buy some but it's taken off like a rocket today.
Q: I bought a small position in Goeasy at $63, and never did find the funds to top it up until now. I am up 150%, but could still add to it without going overweight. What are your thoughts on adding to it at this price with a long-term outlook? Is it still buyable?
Thanks.
Thanks.
Q: Do you recommend continuing to hold Sangoma in a growth portfolio, the stock seems mired, are there not better growth opportunities you could suggest?
Thank you and by the way, really like and appreciate the new website update.
Thank you and by the way, really like and appreciate the new website update.
Q: BAM is scheduled to distribute shares of BAMR to existing shareholders via a dividend in the coming days. They indicated that it will have the same economic value as owing shares in BAM. By same economic value do they mean div yield will be same for both?
If BAMR is in the reinsurance business wont the yield/performance dictated by its performance on a standalone basis?
I do own BAM shares in my RRSP , I find their spinoffs, re-orgs always confusing. I would like to add shares of BAMR only if it a standalone business and hopefully achieves similar success as previous spinoffs ( including Trisura).
Thank you
If BAMR is in the reinsurance business wont the yield/performance dictated by its performance on a standalone basis?
I do own BAM shares in my RRSP , I find their spinoffs, re-orgs always confusing. I would like to add shares of BAMR only if it a standalone business and hopefully achieves similar success as previous spinoffs ( including Trisura).
Thank you
Q: I have read the questions and answers regarding the spin off by Brookfield Asset Management, of the reinsurance business but I remain confused. Their press release calls the new shares "exchangeable". What will they be exchangeable into? Also; the press release says that these new shares "are intended to provide investors with the equivalent economic exposure to Brookfield but through an alternative security through which to hold their interests in Brookfield's business". Why would anyone want such an "alternative security" and how can these shares be economically equivalent? The reinsurance business company will own completely different assets from Brookfield Asset Management.
Thanks for your help.
Ian
Thanks for your help.
Ian
Q: Hi guys,
I'll be starting a new account for my family member and will be following your Balance portfolio. Should I purchase a full position or a half now and half later this summer.
Thanks again,
Jim
I'll be starting a new account for my family member and will be following your Balance portfolio. Should I purchase a full position or a half now and half later this summer.
Thanks again,
Jim
Q: I need to sell a small part of my holdings in either SIS:CA or BYD;CA. My intention is to remain invested in both these companies for at least 5 years. Which of the 2 would you suggest I trim?
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Amazon.com Inc. (AMZN $220.69)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $208.28)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.40)
Q: SHOP & AMZN decline a bit after reaching highs a few days ago. LSPD still doing well.
Is LSPD running too far too fast. What is a good price for entry ? Thanks a million.
Is LSPD running too far too fast. What is a good price for entry ? Thanks a million.
Q: Hello 5i research team, PKI has just completed a new financing and is pushing off their debt for a few years, so I suspect they will be moving to bring the portion of the SOL ownership they don't own, (the SOL PUT option) into the fold soon. What do you think about this and the recent partnership in the DR?
Q: I have held ATD.B in a margin account for some time and am up about 50% to date (thank you).
Even with tax consequences, and different sectors, would it make sense to switch to BAM.A for increased return going forward? BAM.A has been performing much better and I have more confidence in it.
Doug
Even with tax consequences, and different sectors, would it make sense to switch to BAM.A for increased return going forward? BAM.A has been performing much better and I have more confidence in it.
Doug
Q: Hi 5i Team - In checking Ink Insider reports I've noticed that there's been a lot of selling by officers and directors in the past few months. Do you have any concerns about this and what percentage of shares are held by Insiders today. Also are there are any other fundamentals that you think are particularly important. Thanks.
Q: Hi team,
In regards to TOI I am wondering how it is possible that there are no analysts covering this company? Given that it is tied to CSU as a spinout, which has been such a great success story I find this hard to picture? It must be known to analysts? Are they simply choosing not to follow it? Also, does this leave a big outstanding share price discovery catalyst if/ when analysts do start to follow the company and potentially start buying shares? Just curious about this situation with Topicus and would like your thoughts on the subject. Thanks
In regards to TOI I am wondering how it is possible that there are no analysts covering this company? Given that it is tied to CSU as a spinout, which has been such a great success story I find this hard to picture? It must be known to analysts? Are they simply choosing not to follow it? Also, does this leave a big outstanding share price discovery catalyst if/ when analysts do start to follow the company and potentially start buying shares? Just curious about this situation with Topicus and would like your thoughts on the subject. Thanks
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Brookfield Renewable Partners L.P. (BEP.UN $40.13)
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Brookfield Renewable Corporation Class A Subordinate (BEPC $41.26)
Q: Could you please explain the difference between BEP.un and BEPC and why you prefer the former? Thanks again.
Q: If you were a shareholder in Photon, how would you vote your proxy regarding the takeover?
Q: Good morning,
I have owned PKI for some time, and it seems to be range bound. Will there be any further growth? Should I sell and invest elsewhere?
I really value your opinion. Thank you for your input.
Jane
I have owned PKI for some time, and it seems to be range bound. Will there be any further growth? Should I sell and invest elsewhere?
I really value your opinion. Thank you for your input.
Jane
Q: hi guys would you please explain what is going to happen at the end of the month to the shares of bam thanks as always
Q: Tks to 5i gsy is now 9.5% of my portfolio if I lighten up what has been beaten up that could be bought here.
Q: Hi,
Currently both small weightings now in my portfolio because of the decline in stock price. Which do you think has higher growth potential long term? 3-5+ yrs. Looking to reduce XBC and pick up more AT. Or would you hold both equally between a 1-2% weight? I see you just added AT so I'm assuming you have more confidence in this name?
Thanks!
Currently both small weightings now in my portfolio because of the decline in stock price. Which do you think has higher growth potential long term? 3-5+ yrs. Looking to reduce XBC and pick up more AT. Or would you hold both equally between a 1-2% weight? I see you just added AT so I'm assuming you have more confidence in this name?
Thanks!
Q: I have owned KXS for 5+ and did very well and thinking of selling all of it and buy a full position of TOI for 5 +yrs. your thoughts?
Thanks for the great service.
Thanks for the great service.