Q: I am intending to take a small position in one of these 2 companies. Security of capital and long term growth are the mainstays of my investing objectives. Current distributions or dividends are of no particular importance, except to the extent they contribute to the objectives. Which company would you choose, and why? Thank you for your excellent service.
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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.
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Equinix Inc. (EQIX)
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American Tower Corporation (REIT) (AMT)
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Prologis Inc. (PLD)
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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Granite Real Estate Investment Trust (GRT.UN)
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Summit Industrial Income REIT (SMU.UN)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
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Digital Realty Trust Inc. (DLR)
Q: Is it a good time to start buying REITS or should I wait until 1/2 way through next year when we know more about this recession that everyone is predicting?
Can you recommend 1 or 2 CDN and 1 or 2 US for a long term hold?
Can you recommend 1 or 2 CDN and 1 or 2 US for a long term hold?
Q: I sold PBH 30 days ago for a tax loss and purchased ATD as a proxy. I am able to repurchase PBH now, but wondering if I should stick with ATD. Which would you recommend...and why? Thank you.
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Tricon Residential Inc. (TCN)
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Alimentation Couche-Tard Inc. (ATD)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Savaria Corporation (SIS)
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Boyd Group Services Inc. (BYD)
Q: I am missing the above in my balanced portfolio. Which two would you add first in the new year.
Thanks, Rod
Thanks, Rod
Q: Your opinion on LSPD please. Is it buyable now? thank you. Fooklin
Q: your opinion on GSY please. Is it buyable now? Thank you. Fooklin
Q: your opinion on DND please. is it buyable now? Thank you, Fooklin
Q: A question about the debentures.
It’s a bit early, but what would you best guess as to the new interest rate reset this march which is determined buy the change in inflation year over year ..end December.
From csu last year
unsecured subordinated floating rate debentures, Series 1 of the Company (the “Debentures”) will be reset to 9.9% per annum on March 31, 2022. This new interest rate is equal to the annual average percentage change in the “All-items Consumer Price Index” published by Statistics Canada during the 12 month period ending on December 31, 2021 plus 6.5% and will be reflected in the June 30, 2022 interest payment on the Debentures.
The current interest rate of 7.2% will remain in place until March 30, 2022. The interest rate applicable to the Debentures will continue to be reset on an annual basis on March 31 of each year.
It’s a bit early, but what would you best guess as to the new interest rate reset this march which is determined buy the change in inflation year over year ..end December.
From csu last year
unsecured subordinated floating rate debentures, Series 1 of the Company (the “Debentures”) will be reset to 9.9% per annum on March 31, 2022. This new interest rate is equal to the annual average percentage change in the “All-items Consumer Price Index” published by Statistics Canada during the 12 month period ending on December 31, 2021 plus 6.5% and will be reflected in the June 30, 2022 interest payment on the Debentures.
The current interest rate of 7.2% will remain in place until March 30, 2022. The interest rate applicable to the Debentures will continue to be reset on an annual basis on March 31 of each year.
Q: I have shares of bam.a. I'd like to buy a few more of one after the split. Which would you choose to invest in?
Thanks.
Thanks.
Q: Hi, do you have any insight on the new CEO of Enbridge, who I think will take over in the new year? I assume everything will hopefully go smoothly, but as in Disney’s case that doesn’t always happen, even with a huge company.
When I buy or have a stock I alway make sure I’m confident in top management?
When I buy or have a stock I alway make sure I’m confident in top management?
Q: Can I please have your thoughts, analysis on Descartes recently announced earnings. Do you like this company and do you see good things ahead? Any comments would be appreciated. Thank You.
Q: Hello,
Thanks for the response to my earlier question regarding which of the income stocks you would hold in a TFSA. Can you comment on my first statement regarding the illiquidity of the stock and how that would cause someone with a significant investment to be challenged in acquiring as much as what the daily volume has been? I have never thought of myself as a MM and I prefer not to be. Thanks.
Thanks for the response to my earlier question regarding which of the income stocks you would hold in a TFSA. Can you comment on my first statement regarding the illiquidity of the stock and how that would cause someone with a significant investment to be challenged in acquiring as much as what the daily volume has been? I have never thought of myself as a MM and I prefer not to be. Thanks.
Q: Hi 5i,
In your answer to a question on December 1st, where it was about your interview with Kornel Szejber of Build Wealth Canada, you included in the list of stocks to buy and forget, Suncor stock. Was this a typo? Despite all its intrinsic qualities, SU is in such a cyclical and volatile sector, where companies have so little control over their destiny. If it wasn't a mistake, could you elaborate a bit on this choice?
And simply, does the recent decline of the stock make it a good entry point?
Thank you very much.
In your answer to a question on December 1st, where it was about your interview with Kornel Szejber of Build Wealth Canada, you included in the list of stocks to buy and forget, Suncor stock. Was this a typo? Despite all its intrinsic qualities, SU is in such a cyclical and volatile sector, where companies have so little control over their destiny. If it wasn't a mistake, could you elaborate a bit on this choice?
And simply, does the recent decline of the stock make it a good entry point?
Thank you very much.
Q: If only one was to be added to right now which would you pick? I have both at at a higher cost. Are you expecting a bounce in January? Thanks.
Q: Hi,
Recently you added ADN to the Income portfolio. In order to incorporate the 2% position that you use, it will mean a substantial purchase. After review, it seems that ADN does not trade in significant volumes to allow a reasonable market price. That said, how does ADN maintain the dividend when its free cash flow is exceeded by the dividend payout on a consistent basis? Am I missing something?
Recently you added ADN to the Income portfolio. In order to incorporate the 2% position that you use, it will mean a substantial purchase. After review, it seems that ADN does not trade in significant volumes to allow a reasonable market price. That said, how does ADN maintain the dividend when its free cash flow is exceeded by the dividend payout on a consistent basis? Am I missing something?
Q: What do you think the most likely outcome is here for Converge? Someone buying it?
Q: I am still somewhat confused about the ‘due bill’ trading status of BAM.A as described by the 5i team today. When exactly will BAM.A trade at a price reflecting the spinoff of BN? Geoff
Q: What is your view of the performance of Tricon Residential over the past year and your opinion on future growth. Thanks.
Q: if you had to remove 2 stocks from the balanced portfolio today, which ones would they be and why would you select them? And what would you replace them with?
Q: 5i Team, could you comment on following related to ECN, I have a full position on ECN averaging around 10% above current levels. I plan to double down on ECN in another registered account at this level, please comment
On a scale 1 to 10 what are the chances this stock going to zero, like what happen to XBC recently
Current ECN price levels are due to market sentiment to the stock or tax loss selling
On a scale 1 (riskier) to 10 (rewarding) what do you recommend members do at this price level
Comments on interest rate and ECN margins and profit
On a scale 1 to 10 what are the chances this stock going to zero, like what happen to XBC recently
Current ECN price levels are due to market sentiment to the stock or tax loss selling
On a scale 1 (riskier) to 10 (rewarding) what do you recommend members do at this price level
Comments on interest rate and ECN margins and profit