Q: Hi - if inflation stays persistent and rates remain firm or a bit higher, what sectors would you favour? Has the market already identified this and they are they already outperforming? If not, what names would you recommend for purchase at their current prices?
As always, thank you for your insight.
Q: Interest rates likely peaking and many real estate stocks are trading at discount. I am considering adding to real estate. Would you comment on this thought and suggest a stock and index.
Q: QSR has been a disappointing name. I understand you like the new leadership.What upcoming catalyst’s do you envision for this position …..or should we just sell and move on.?
Q: Hello i would like to add some Zwu to my TSFA account strictly as income,hovewer i noticed that Zwu isn't part of your income portfolio any reasons? i'm 80.
Q: ISRG,DLB,CROX,DG,OPRA,PDFS,ICLN,INMD,RTX,ALB ALLUS are looser which one to keep and which one not.
for TSE,CGY,EIF,NTR,
I know quite many stocks in one question but for a senior over 75 I find hard to take advantage of portfolio analytics as I am not tech savvy.
Q: Please comment on latest results and going forward.Appears to have beaten Eps & Revenue estimates and yet the stock price is down $1.52 t0 $100.48 after initial H $109.Is this an opportunity to add in this environment of fear of higher rate & potential slowdown in the economy. Txs for U usual great services & views.
Q: I was interested in Stifel’s recent bullish long term forecast for commodities. Do you share in their enthusiasm, and can you suggest a favoured ETF and several preferred stocks in the sector. Thanks, Don
Q: I believe rates in Canada have hit their ceiling, alternatively the consequences get dire for many reasons. With this belief what would be your top 3 stocks for the next 12-24mths, particularly as rates begin to decline. Thank you as always.
Q: Hi
Wondering about your latest addition to the growth portfolio. Curious as to this selection as the fundamentals are awful, with negative cash and operating flow and negative EPS. I assume this is a mock portfolio but do any of the contributors of 5i have any skin in the game especially in a high risk name such as GLXY?
I assume a 1.5% holding would be $1500 in a $100,000 portfolio.
Thanks
Jeff
Q: ENB has been buying back stock at much higher prices and now does a bought deal stock offering with the banks at a much lower price. Management would be far better using that money to purchase this deal they just made rather than diluting shareholders. Is this management team that effective? Looks like similar playbook to TIXT . Thoughts
Thx