Q: Your thoughts regarding their latest results. Thanks. Not private.
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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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ATS Corporation (ATS $40.79)
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Thomson Reuters Corporation (TRI $120.18)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $35.69)
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Boyd Group Services Inc. (BYD $242.94)
Q: If I have to pick two names out of 4 which one it would be for Growth in TFSA
ATA, GDI, TRI, BYD,
ATA, GDI, TRI, BYD,
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Thomson Reuters Corporation (TRI $120.18)
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Fortis Inc. (FTS $54.01)
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Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $68.30)
Q: Hi Peter
In the latest update to the income portfolio, the entire position in TCL has been sold to invest the capital in other quality names.
Is it possible to let us know some of the names you have in mind for deploying this capital?
In the latest update to the income portfolio, the entire position in TCL has been sold to invest the capital in other quality names.
Is it possible to let us know some of the names you have in mind for deploying this capital?
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Alphabet Inc. (GOOG $323.10)
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Illumina Inc. (ILMN $119.72)
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Intuitive Surgical Inc. (ISRG $488.15)
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NVIDIA Corporation (NVDA $185.41)
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Booking Holdings Inc. (BKNG $4,457.17)
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The Walt Disney Company (DIS $108.70)
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UnitedHealth Group Incorporated (DE) (UNH $276.65)
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Constellation Software Inc. (CSU $2,434.02)
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TFI International Inc. (TFII $166.50)
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Thomson Reuters Corporation (TRI $120.18)
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Alimentation Couche-Tard Inc. (ATD $78.74)
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goeasy Ltd. (GSY $131.36)
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ECN Capital Corp. (ECN $3.03)
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DexCom Inc. (DXCM $69.97)
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Pool Corporation (POOL $266.16)
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Booz Allen Hamilton Holding Corporation (BAH $89.01)
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Berkshire Hathaway Inc. (BRK.B $508.09)
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Boyd Group Services Inc. (BYD $242.94)
Q: Looking for 10+ "steady compounders" CAD and US for long-term portfolio core and could you provide a short comment on why you like it and risks.
Thank you
Thank you
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Sun Life Financial Inc. (SLF $88.99)
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Thomson Reuters Corporation (TRI $120.18)
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Nutrien Ltd. (NTR $93.69)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $57.29)
Q: Hi Guys,
Could you list 5 or more Canadian companys that you would consider long term holds that pay a good dividend ?
Excluding 5 Big banks,BCE,T,ENB,FTS.
Thanks Steve.
Could you list 5 or more Canadian companys that you would consider long term holds that pay a good dividend ?
Excluding 5 Big banks,BCE,T,ENB,FTS.
Thanks Steve.
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Bank of Nova Scotia (The) (BNS $104.30)
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Sun Life Financial Inc. (SLF $88.99)
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Thomson Reuters Corporation (TRI $120.18)
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Fortis Inc. (FTS $54.01)
Q: I went to cash towards the end of last year in my TFSA. It turned out to be the right move at the time but 8 months later I am still in cash and suffering from whatever the opposite of FOMO is. As a senior, who lives off investments without any employer pension, my target return is any combination of growth and income at 6% -10% or better. While I am prepared for reasonable risk I can't afford to lose the TFSA headroom for a 3-5 years while a stock recovers. I am looking for 8-10 positions and would appreciate suggestions.
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Suncor Energy Inc. (SU $73.46)
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Great-West Lifeco Inc. (GWO $61.53)
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Thomson Reuters Corporation (TRI $120.18)
Q: Thoughts on their results and guidance ? Thank you.
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Royal Bank of Canada (RY $232.72)
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Sun Life Financial Inc. (SLF $88.99)
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Thomson Reuters Corporation (TRI $120.18)
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iShares Core S&P/TSX Capped Composite Index ETF (XIC $51.84)
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State Street SPDR S&P 500 ETF Trust (SPY $690.62)
Q: Hi Everyone at 5i!!!
My son is building his RRSP holdings. What 5-10 stocks or ETFs would you consider to add for long term, sleep at night positions in the RRSP.
Cheers, Tamara
My son is building his RRSP holdings. What 5-10 stocks or ETFs would you consider to add for long term, sleep at night positions in the RRSP.
Cheers, Tamara
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Sun Life Financial Inc. (SLF $88.99)
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WSP Global Inc. (WSP $265.84)
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TFI International Inc. (TFII $166.50)
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ATS Corporation (ATS $40.79)
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Magna International Inc. (MG $73.80)
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Thomson Reuters Corporation (TRI $120.18)
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goeasy Ltd. (GSY $131.36)
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Trisura Group Ltd. (TSU $43.93)
Q: In each of the following 2 groups, please rank the best holdings in order today:
SLF, TSU, BAM, GSY, TRI
WSP, TFII, MG, ATA
Thank you.
SLF, TSU, BAM, GSY, TRI
WSP, TFII, MG, ATA
Thank you.
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Sun Life Financial Inc. (SLF $88.99)
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TFI International Inc. (TFII $166.50)
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Thomson Reuters Corporation (TRI $120.18)
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Premium Brands Holdings Corporation (PBH $100.25)
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Magna International Inc. (MGA $54.02)
Q: These companies are in my husband’s TFSA and they are currently all down from where I purchased them.
In the current economy, which of these companies would you add to today? Please rank them in order of preference.
In the current economy, which of these companies would you add to today? Please rank them in order of preference.
Q: Thoughts on the quarter for TRI. Also, is this an expensive stock? I see a PE of 8.67 on my online brokerage and the 5i PE shows 8.9 but in a recent question you indicated a forward PE of 44.
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Costco Wholesale Corporation (COST $1,001.16)
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Alphabet Inc. (GOOG $323.10)
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Microsoft Corporation (MSFT $401.14)
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Nasdaq Inc. (NDAQ $84.83)
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CVS Health Corporation (CVS $78.35)
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Home Depot Inc. (The) (HD $385.15)
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JPMorgan Chase & Co. (JPM $322.40)
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Procter & Gamble Company (The) (PG $159.17)
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Thermo Fisher Scientific Inc (TMO $542.83)
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Visa Inc. (V $331.58)
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Walmart Inc. (WMT $131.18)
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Bank of Nova Scotia (The) (BNS $104.30)
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Enbridge Inc. (ENB $68.74)
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Loblaw Companies Limited (L $67.09)
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Sun Life Financial Inc. (SLF $88.99)
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Constellation Software Inc. (CSU $2,434.02)
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Fortis Inc. (FTS $73.74)
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Thomson Reuters Corporation (TRI $120.18)
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Alimentation Couche-Tard Inc. (ATD $78.74)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $57.29)
Q: Hi team,
Grateful if you could develop your answer to Chris April 19 and provide your full list of buy-and-forget stocks both in Canada and USA in order of preference and with suggested entry price.
With appreciation,
Jacques ISD
Grateful if you could develop your answer to Chris April 19 and provide your full list of buy-and-forget stocks both in Canada and USA in order of preference and with suggested entry price.
With appreciation,
Jacques ISD
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WSP Global Inc. (WSP $265.84)
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FirstService Corporation (FSV $219.68)
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Magna International Inc. (MG $73.80)
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Thomson Reuters Corporation (TRI $120.18)
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Nutrien Ltd. (NTR $93.69)
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Waste Connections Inc. (WCN $231.07)
Q: A year ago I asked for your opinion on these stocks to incorporate into my current portfolio of banks, utilities, REITS, infrastructure, etc. My first purchase was BAM With the current market decline I see an opportunity to purchase another stock. From a technical view which looks most attractive? From a fundamental view which looks the most attractive ? Which would you purchase next? Thanks. Derek
Q: I see TRI has a historical PE of 9.2 and I saw in a response that the forward PE is around 40. Can you explain what has happened that these are so different.
Thank you.
Thank you.
Q: Hello, could you please provide your medium term (3 years) sentiment for Thomson Reuters and related thesis. How do you think it will fare?
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Canadian National Railway Company (CNR $138.55)
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WSP Global Inc. (WSP $265.84)
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TFI International Inc. (TFII $166.50)
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ATS Corporation (ATS $40.79)
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Thomson Reuters Corporation (TRI $120.18)
Q: How would you rate (1-10) these 5 industrials for new money today? Please include a brief explanation for the ratings.
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Brookfield Renewable Partners L.P. (BEP.UN $41.60)
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Methanex Corporation (MX $64.50)
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Algonquin Power & Utilities Corp. (AQN $8.90)
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Magna International Inc. (MG $73.80)
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Open Text Corporation (OTEX $34.26)
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Thomson Reuters Corporation (TRI $120.18)
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Brookfield Infrastructure Partners L.P. (BIP.UN $51.94)
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Nutrien Ltd. (NTR $93.69)
Q: 2 Questions related to Canadian stocks paying dividends in USD:
(1) I want more US cash and plan to have Questrade journal over the above CA stocks to the US equivalent in a TFSA. Is there any special considerations here when doing this? Best to do this on a day when the Canadian dollar is stronger?
(2) In a margin account, Questrade journaled over AQN:CA to AQN:US on February 3/22. I have held AQN:CA for more than 1 year and sold all of AQN:US today at a small loss. Will CRA see the later loss as a superficial loss, because the US listed stock was held for less than 30 days? Thanks!
(1) I want more US cash and plan to have Questrade journal over the above CA stocks to the US equivalent in a TFSA. Is there any special considerations here when doing this? Best to do this on a day when the Canadian dollar is stronger?
(2) In a margin account, Questrade journaled over AQN:CA to AQN:US on February 3/22. I have held AQN:CA for more than 1 year and sold all of AQN:US today at a small loss. Will CRA see the later loss as a superficial loss, because the US listed stock was held for less than 30 days? Thanks!
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Loblaw Companies Limited (L $67.09)
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Thomson Reuters Corporation (TRI $120.18)
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Winpak Ltd. (WPK $47.24)
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Leon's Furniture Limited (LNF $28.24)
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Morguard Corporation (MRC $116.01)
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Magellan Aerospace Corporation (MAL $20.12)
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Hydro One Limited (H $54.48)
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Morguard Real Estate Investment Trust (MRT.UN $6.45)
Q: Which of the 5i portfolio companies have had the highest level of insider buying recently?
Thanks
Thanks
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Methanex Corporation (MX $64.50)
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Algonquin Power & Utilities Corp. (AQN $8.90)
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Magna International Inc. (MG $73.80)
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Open Text Corporation (OTEX $34.26)
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Thomson Reuters Corporation (TRI $120.18)
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Brookfield Infrastructure Partners L.P. (BIP.UN $51.94)
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Nutrien Ltd. (NTR $93.69)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $57.29)
Q: I would like more USD for travelling to the US. I hold all of the above stocks at Questrade, in both registered and unregistered accts. I asked Questrade to please pay the dividend directly in USD (as paid by the companies), but they said "We would have to journal your positions over to the USD equivalent in order to receive the dividends in USD." Should I journal over the CAN shares to the US equivalent; eg AQN.TO to AQN.US? It would involve a very large amount of money, could I expect a better USD exchange rate with greater volume or would they simply use the day's spot rate?
Q: Please comment on recent Q results. Not a private question.
Thank you.
Thank you.