Q: Prof Galloway (pivot/section4/etc) talks a lot about unregulated monopolies, are there any companies that you would recommend (outside of the traditional faang names) that might be able to grow into this category? (canada or us)
Q: You don't hear often about this one, but it was a solid performer over the years. Equal weigh and reballancing appeal to me .
Any comment'd be appreciated.
Q: This is an emerging life science technology company, that develops and sells instruments, consumables, and software for analyzing biological systems. The story seems to be quite positive. Do you have any insights into this?
Q: Charlie Munger's philosophy has always been buy great companies at a reasonable price. When you look at EPS growth over the last 20 years for a company like Starbucks what would your evaluation be for average entry point price.
From Peak to Trough it went from around $16.30 in Oct 2006 down to $3.32 in Nov 2008. The negative sentiment back then at the time, reminds me of the Canadian Oil and Gas industry today. Thanks for providing such a useful chart in your companies profile section.
Gord
Q: Peter and His Wonder Team
HMY has crashed today along with the whole gold sector. I wonder why. I thought gold was a safe haven. Your thoughts please. Thank you
Q: Hi 5i Team,
I am looking to fill up my RRSP with NYSE listed US dividend stocks and US Reits over the next few weeks. What would be your six top picks in order of preference for each? I am an income portfolio investor, looking for a decent dividend, with some growth potential with stocks that are currently "on sale". Also, if you could suggest one ETF for both US listed Div Stocks and US Reits. Thank you!
Q: Thoughts on the ETF REM? I know you are focused on Canada, but would I lose withholding taxes on dividends since this is the US? Likely would be held in RRSP.
Q: Hi 5iR Team, Recently, I asked a question on Solar Technology stocks and the team gave me 4 names to follow up on: CSIQ, TSLA, FSLR, and SPWR. After doing some more research I would like to add to the list; SEDG and ENPH and drop SPWR and TSLA. OK, we now have 4 names; CSIQ, FSLR, SEDG, and ENPH. Could you rank order these names for me, perhaps with a few comments on why. Thanks very much team. Cheers, Chris
Q: Can you give your current thoughts on this company please? What is the growth outlook and how does the balance sheet look? Would you recommend anything else in the US instaed? Thank you
Q: What are your thoughts on a buy for Delta Airlines? If cornavirus worries pass in the next few months, do you anticipate a quick comeback for quality airlines like Delta?
Q: Hi 5i team,
I've currently a 2% holding in Microsoft. I've some cash to buy in this meltdown either more Microsoft or start a position in Apple. Comparing their valuation, potential growth or lack of for the remaining of the year, what would be your recommendation and why. Thanks.
Q: Some analysts say that the big integrated US oil companies such as Exxon have been using debt and asset sales to fund the dividend for many years. Exxon doesn't generate enough cash flow to sustain their dividend. Do you agree? How safe is the current dividend?
Q: Hi 5i Team,
I am looking for a recommendation of an ETF to invest in US dividends for a non registered account, trading on the TSX. I would like a combination of dividend growers and some higher dividend names in the fund
Q: HI 5i team,
I want to purchase ETF that has Alphabet, Amazon, Microsoft, Apple as its largest holdings. What's the best choice that you will recommend for Canadian listed etf and for US listed etf? Many thanks.
Q: I'm going to retire next year and have recently received a inheritance. I have this money in a non registered account. PA is telling me that I need more US and international exposure. I'm looking at ETF's with dividends but being non Canadian holding I will not get the tax credit. Should I still look at dividend ETF's and not worry about the tax? I have a low to median risk for these non Canadian ETF's. I have a diversified group of large cap Canadian stocks to take advantage of the dividend tax credit. Can you give me some names to look at buying?
Thanks Greg
Q: Good morning - I have owned VUS (CAD hedged US Total Market ETF) for many years in a taxable account. I would like to switch to VTI (the un-hedged version of the same ETF) but would realize a large capital gain. Is there any way an individual could synthetically gain the same USD exposure via a swap or option contract? I would obviously like to avoid high fees to do this. Thanks