Q: I am looking for your top 10 picks from all the 70 companies that you currently hold in your 3 current portfolios. Growth. Income and Balanced Portfolios. Using todays prices which 10 companies out of 70 in your 3 portfolios would you suggest for immediate purchase ?. I have funds to invest today for a 2 year hold. Thanks a lot & best wishes. I really do appreciate your investment ideas. Bob
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: I have a question about in which sector BCE resides. According to TMX group, BCE is in communication services, while according to another website, sectorspdr.com, telecommunication companies are lumped into the technology sector ETF that goes by the symbol XLK (http://www.sectorspdr.com/sectorspdr/sector/xlk). Do telecommunication companies comprise their own sector, or should I also consider them part of the technology sector? Thanks for reading, and I await your reply.
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Constellation Software Inc. (CSU)
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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Kinaxis Inc. (KXS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
Q: Hi, can you please provide the street estimates for Q4, 2016 for Revenue, Adj. EPS and EBITDA. Thanks
Q: Hi there,
Are you working on any reports for some of your newer additions to the growth portfolio? Specifically ITC, PHO, ECN and ZCL? If so when do expect them to be completed?
Thank you,
Kerri
Are you working on any reports for some of your newer additions to the growth portfolio? Specifically ITC, PHO, ECN and ZCL? If so when do expect them to be completed?
Thank you,
Kerri
Q: Hello, I would like to purchase has some more of these shares but am worried about the potential of the USA cross border tax and especially in the health care field. Do you believe CRH would be included in this tax and should I hold off and see what happens and how will I be able to tell when or if the tax will be imposed? Thanks for your insight.
Q: I have a portfolio that I am happy with the mix of companies. I have in the past added to loosers and sold winners which I see is not your philosophy. I have half positions in both AIF and SYZ, I am down 8% in SYZ. Which would you add to with new cash and why?
Q: Would you please comment on the Telus earnings. Any serious concerns here?
Q: Please comment on the results from these two companies. DBO seems to have had bad results. Time to bail or keep holding.
Q: Hello,
At one point you were hinting that a US portfolio may be in the cards for 5i. Any closer to a decision? If not, how would you invest 60k$ U$.
Thanks
M
At one point you were hinting that a US portfolio may be in the cards for 5i. Any closer to a decision? If not, how would you invest 60k$ U$.
Thanks
M
Q: CN Rail announced their capital spending for next year and it seems that they will continue to spend on infrastructure improvements. I assume that SJ would get some of that business. My question is when SJ announced previously that revenue would be soft in 2017 would that have been based on CN decreasing their spending or is there really no way of assessing that? The stock currently has reacted much so I am thinking CN's announcement wasn't material (please excuse the pun) to SJ.
Paul F.
Paul F.
Q: Shopify has gone up a lot in the last quarter. They are reporting results on 15ht Feb. Should I hold through the results as a miss could bring the stock back to $50 or should I sell 50% of the position.
Q: I took this morning's post-earnings weakness as a chance to purchase Telus, which has been on my "to buy" list for a while. There was a one-time contract issue affecting their profit this past quarter, but they seem on pace with respect to wireless subscriptions, low attrition rates, and dividend increase schedule. I purchased it in my RRSP for a 30+ year hold. Good move?
Q: Good morning, would you recommend selling Amaya to buy Shopify (SHOP)?
Shopify seems to be on an upward trend, while Amaya has not done much.
Shopify seems to be on an upward trend, while Amaya has not done much.
Q: Hi, Both Cirus Energy and Altus Group have moved up nicely 5-6%, since addition to your portfolios. I guess, I should have added to my portfolio at the same time, instead of hoping for a lower entry point. Are these companies still a good buy at current levels ? How have been these co's earning trends in past (surprises, lumpiness) and is it worth waiting to buy around earnings ? Thanks
Q: Do you know when ECN IS TP PROVIDE 4TH QTR EARNINGS RESULTS? CAN YOU PROVIDE ANY OPERATIONAL UPDATE . tHOUGHT WE WOULD HAVE SEEN A DEAL PRIOR TO EARNINGS
Q: Zcl down 4% today. Any news to account for this? Is Zcl attractive at this point ?
Thx
KR
Thx
KR
Q: Is this stock most suited for an RRSP vs TFSA or non registered account due to its foreign income portion in the distribution? Joe
Q: Atd.b & can.groceries have been on a recent steady decline for various reasons,one of which could be the recent entry of Walmart & Amazon on-line.Today,Amazon stated that there will be a gradual roll out of 2000 stores.Mru,L,Emp.a & Atd.b were initially hit hard,but the first two pared losses in the end.I think Atd.b has lots of stores in US from recent acquisition.Please may I have your current outlook on Atd.b.Is this a entry point?Thanks for u usual great services & views.
Q: I would appreciate your perspective on Q2 and YTD results.
Q: Hi 5i team,
I notice downward pressure on D box any insights you can offer. Should I continue to hold as a small percentage of my portfolio.
Thank you Mike
I notice downward pressure on D box any insights you can offer. Should I continue to hold as a small percentage of my portfolio.
Thank you Mike