Q: These three companies are a part of balanced equity model portfolio as of last report. All three are down somewhere in the range of 15-20% since April 30. Do you still like/recommend them (i.e. are they still a "buy") or there is a change in your views and you are going to dump them and replace in BE portfolio?
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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: Why is it being hammered and would you buy it today ?
Q: You seemed happy with ENB's last quarter. I notice it is one of the more shorted stocks. (Recent G&M article).Do you have thoughts on what the short argument would be?
Q: Should Savaria shareholders be concerned that in the recent Directors election J-M Bourassa had 30 % votes and S Bourassa 20% votes withheld?
Q: Hello
Versa Bank never have much to say. Is the deal they announced this morning material to Versa Bank. It looks positive enough.
Thank You
Versa Bank never have much to say. Is the deal they announced this morning material to Versa Bank. It looks positive enough.
Thank You
Q: "Alaris Royalty Corp. Announces A $100 Million Bought Deal Financing."
What does this do to their debt levels? Do you think this is a sign that all is not going so well at Alaris?
Thanks Always
What does this do to their debt levels? Do you think this is a sign that all is not going so well at Alaris?
Thanks Always
Q: What do you think of the bought deal alaris is doing. Is this positive or negative.
Q: Hi,
If you had to initiate an opening position into GSY, what % would you allocate?
Considering I hold half of the growth portfolio and various etf's for diversification.
Thank you.
If you had to initiate an opening position into GSY, what % would you allocate?
Considering I hold half of the growth portfolio and various etf's for diversification.
Thank you.
Q: If you had to pick one to add to today in a TFSA which would it be?
Q: Do you see a switch from NFI to CAE being long term profitable at this time?
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Methanex Corporation (MX)
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Vermilion Energy Inc. (VET)
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NFI Group Inc. (NFI)
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Great Canadian Gaming Corporation (GC)
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Magna International Inc. (MG)
Q: Hi 5i,
My question is in regards to tax loss harvesting. I am down, in our non-registered accounts, anywhere from 10-30% on Magna, Methanex, NFI, Vermilion, and Great Canadian Gaming.
I like all of these companies and would like to have them in my portfolio as long term holds. My time horizon is years, if not decades. I don't mind the volatility of these stocks at all, nor do I mind being down (on paper) significantly at any point in time with them - I understand these are cyclical names. Dividends, and dividend growth, from most of them ease any short term frustration.
All of that said, would you recommend crystalizing a loss on any of the above? Do you see any catalyst for short term price jumps (earnings?) that may cause me to get caught buying back in at a higher price in 30 days? And if harvesting a loss is the way to go, would I be better off keeping the proceeds in cash to buy back in after waiting? Or park it in comparable securities? If so, any suggestions?
Dollar-wise, the amounts are significant enough that trading costs aren't really material. The only other variable I should mention is that I don't have any capital gains (realized) to use the losses against, so it would just go "in the bank" to be carried forward to the future.
Lots of parts to that question so deduct credits as necessary.
Thanks, enjoy the long weekend!
My question is in regards to tax loss harvesting. I am down, in our non-registered accounts, anywhere from 10-30% on Magna, Methanex, NFI, Vermilion, and Great Canadian Gaming.
I like all of these companies and would like to have them in my portfolio as long term holds. My time horizon is years, if not decades. I don't mind the volatility of these stocks at all, nor do I mind being down (on paper) significantly at any point in time with them - I understand these are cyclical names. Dividends, and dividend growth, from most of them ease any short term frustration.
All of that said, would you recommend crystalizing a loss on any of the above? Do you see any catalyst for short term price jumps (earnings?) that may cause me to get caught buying back in at a higher price in 30 days? And if harvesting a loss is the way to go, would I be better off keeping the proceeds in cash to buy back in after waiting? Or park it in comparable securities? If so, any suggestions?
Dollar-wise, the amounts are significant enough that trading costs aren't really material. The only other variable I should mention is that I don't have any capital gains (realized) to use the losses against, so it would just go "in the bank" to be carried forward to the future.
Lots of parts to that question so deduct credits as necessary.
Thanks, enjoy the long weekend!
Q: I just noticed that the May income portfolio is more than 10% in cash. Is it normal ?, or it due partially to the sale of Valener, ?, if not, are you setting aside some cash for future deployment in a market downturn ? , what would you buy then (or now) ?.
thanks
thanks
Q: Hi,
Just curious about this Company with the announcement of the FOX tie up, which I believe you had mused about last year, a media company at least. Currently they only have sports betting in NJ, I believe. They could set up in Nevada, WV and PA with their partnership with Eldorado and Mount Airy. Any reason why they elected to wait? Additionally I don't think they have a licence in PA for betting. Is the stock valuation suffering as a result of the time it has taken to get sports betting to market or are there other variables? I cannot agree that the financing of the purchase of sky bet and william hill were not telegraphed and are the reason for the fall from the heights.
Thoughts?
Just curious about this Company with the announcement of the FOX tie up, which I believe you had mused about last year, a media company at least. Currently they only have sports betting in NJ, I believe. They could set up in Nevada, WV and PA with their partnership with Eldorado and Mount Airy. Any reason why they elected to wait? Additionally I don't think they have a licence in PA for betting. Is the stock valuation suffering as a result of the time it has taken to get sports betting to market or are there other variables? I cannot agree that the financing of the purchase of sky bet and william hill were not telegraphed and are the reason for the fall from the heights.
Thoughts?
Q: Thoughts on starting a position in MX.CA at current levels?? Are low global growth fears hitting stock?
Q: Hi, I'm considering a swap of PBH for GIL in my RRSP. I know you like both but could I get your opinion and why. Thanks
Q: Can you please comment on the deal between. PBH and CPPIB? Good for shareholders?
Q: Hi the great 5i team, it seems that meeting estimates move stock prices up or down after quarterly report. Are there stocks in your portfolios that beat estimates 3 or more out of 4 times ?
Q: what would be the maximum weight that CAE should be owned in a balanced portfolio? If at 7% would you trim this back to 5% or even less then this?
Thanks
Thanks
Q: Fox deal resulted in a astounding initial 26% jump,then retreated after Q.It cannot gain any traction.Is there any reason to start a position or there are better plays? Thanks for u usual great services & views.
Q: With recent good deal, would you increase holdings to 5%? Thanks