Q: Comments please on the announcement from Magna today with regard to guidance? Thx
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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:
Good afternoon,
On your assessment of GoEasy as undervalued, I purchased a position in the company just under two months ago. I am pleased that it is up almost 13% since then. Do you still consider it undervalued? If so, at what price would the value be reasonable?
Good afternoon,
On your assessment of GoEasy as undervalued, I purchased a position in the company just under two months ago. I am pleased that it is up almost 13% since then. Do you still consider it undervalued? If so, at what price would the value be reasonable?
Q: I own enbridge and have done well on it. I struggle to hold it as psychologically long term we are moving away from fossil fuels and have been thinking of going into BIP. So ENB will have to move away from their reliance on FF transportation and into other projects. What are your thoughts on this longer term theory. Do you think shorter term, say 5 - 10 years, this theory is irrelevant?
Thanks.
Thanks.
Q: Hi,
I've held MCR since the highs of 2014 and have been patient - very patient. But I'm wondering now whether I should sell at a loss and re-deploy the cash. It's a small position that I'm left with and I'm still generally over-weight the energy sector.
Thanks,
I've held MCR since the highs of 2014 and have been patient - very patient. But I'm wondering now whether I should sell at a loss and re-deploy the cash. It's a small position that I'm left with and I'm still generally over-weight the energy sector.
Thanks,
Q: Brookfield group tend to buy out the remaining interest in a company in which they already have a partial interest. Is it possible for you to identify those companies and list the percentage of interest owned by Brookfield?
Thanks.
Liping
Thanks.
Liping
Q: Hello, I have a portion of my investments in MG and would like your opinion on their recent performance. The recent reports I have read do not exude confidence. Would you hold is it time to move on? Thank you for your answer.
Q: Any idea why the strong performance last few days?
Sheldon
Sheldon
Q: Please comment on BEP.UN's offer to acquire TerraForm. Is this a good purchase for them from both a price and business perspective? What impact will it have going forward?
Q: Can I have your thoughts on Methanex at this point.
Thank you, Peter
Thank you, Peter
- iShares Russell 2000 Growth ETF (IWO)
- iShares Russell 2000 ETF (IWM)
- iShares Russell 2000 Value ETF (IWN)
Q: Happy New year Peter & Ryan!
Very happy with the Growth portfolio performance last year. Quick question on the US ETF exposure. What is the argument for taking the growth 'style' IWO over IWM or the value based IWN?
I know the performance has been better for Growth in the last 10 years, but most of the perhaps 'dated' literature I've read suggests value biased ETF's tend to do better over the long haul and would be curious to get your opinion.
eg) https://tandfonline.com/doi/abs/10.2469/faj.v55.n5.2300)
Thanks!
Very happy with the Growth portfolio performance last year. Quick question on the US ETF exposure. What is the argument for taking the growth 'style' IWO over IWM or the value based IWN?
I know the performance has been better for Growth in the last 10 years, but most of the perhaps 'dated' literature I've read suggests value biased ETF's tend to do better over the long haul and would be curious to get your opinion.
eg) https://tandfonline.com/doi/abs/10.2469/faj.v55.n5.2300)
Thanks!
Q: Is PHO and the semiconductor space taking off again after the last few years of declines? Is PHO a biuy again?
Q: I would like to replicate your growth portfolio in one of my investment accounts. I'm using wealth simple trade so there are no commission fees for transactions. How much of each do I buy? I'm a little confused as to how to get in on the portfolio right now if I don't currently hold any of the stocks.
Q: Currently hold Dollarama in my RRIF and underwater. I am considering moving it to my TSFA as part of my yearly contribution $6000.00. If and when a downturn occurs I am thinking this stock should be a decent holding, or should I just sell and take my loss
Your thoughts and thank you
Rick
Your thoughts and thank you
Rick
Q: Hi All at 5i! There have been several questions about the various Brookfield stocks. I read an excellent article explaining all of them, their dividends and interconnections yesterday ( Jan 13) on seeking alpha. The article was by Alexander Steinberg and was entitled “ Not All of Brookfield’s Subsidiaries are Created Equal.” Cheers, Tamara
Q: According to todays news release, the acquisition of Terraform is accretive to both companies. In addition, BEP announced a 5% distibrution increase. So why is the stock price down about 5% today? Is it a good buying opportunity?
Q: Hello 5i, I have ~ 20% position in LSPD with an average cost of $ 39.15.. @ current level I am finally up... I plan to hold it for 1-2 years.. What are your thoughts on the company in terms of cash flow ? if they are not cash flow +ve, when has management stated that they will be? And do you have a target price?
Thanks
Carlo
Thanks
Carlo
Q: Hi 5i team,
I've a 2% holding in PHO in a loss position now in my TFSA. I'm thinking of increasing the holding to 4% for a 2-3 years hold. With the current stock price, the general economy, and the semi-conductor business in particular, is this a prudent move or should I wait for a better price or a sign of recovery of the semi conductor business? Thanks.
I've a 2% holding in PHO in a loss position now in my TFSA. I'm thinking of increasing the holding to 4% for a 2-3 years hold. With the current stock price, the general economy, and the semi-conductor business in particular, is this a prudent move or should I wait for a better price or a sign of recovery of the semi conductor business? Thanks.
Q: Nw years greetings,
What is your current opinion on AD.and do you feel that the present turn around trend will continue and why?Would you add to a growth portfolio?
What is your current opinion on AD.and do you feel that the present turn around trend will continue and why?Would you add to a growth portfolio?
- Enbridge Inc. (ENB)
- TC Energy Corporation (TRP)
- Inter Pipeline Ltd. (IPL)
- Parkland Corporation (PKI)
Q: Hi Peter, Ryan, and Team,
I manage my son's TFSA, and it's quite well diversified, except for zero exposure in energy. For this year's contribution, I'm considering one of ENB, IPL, TRP, or PKI. I realize that PKI is in a different sub-sector, but am leaning towards it, and would appreciate your insight. We favour dividend payers, even if it's a small dividend. Thanks as always.
I manage my son's TFSA, and it's quite well diversified, except for zero exposure in energy. For this year's contribution, I'm considering one of ENB, IPL, TRP, or PKI. I realize that PKI is in a different sub-sector, but am leaning towards it, and would appreciate your insight. We favour dividend payers, even if it's a small dividend. Thanks as always.
Q: Looking for some clarification. Does CAE manufacture and operate training with simulators or do they just do training on stimulators they purchase?