Q: With 'be greedy when others are fearful' in mind which of Magna, Linamar and Martinrea are the best bargain right now?
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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.
Q: Hi 5I Team
Would you sell at lost MG to buy ATS or LNR today ?
Thanks
Best Regards
Would you sell at lost MG to buy ATS or LNR today ?
Thanks
Best Regards
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Enbridge Inc. (ENB)
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Sun Life Financial Inc. (SLF)
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Algonquin Power & Utilities Corp. (AQN)
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Tricon Residential Inc. (TCN)
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InterRent Real Estate Investment Trust (IIP.UN)
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Leon's Furniture Limited (LNF)
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Mistras Group Inc (MG)
Q: I had inadvertently marked the following question 'private' and am now sharing it, along with your response. I also have a follow up question: please rate ENB and AQN on a scale of 1-10 for both growth and safety over the next couple of years. Thank you.
Wanting to dip my toe back into the market with a 2.6% total portfolio investment. My goal is to purchase stock in a Canadian company with a dividend >2%, that is anticipated to experience strong growth in the next 2 years and is not particularly volatile. Please rank the following on a scale of 1-10 for both growth and safety: MG, SLF, TCN, LNF, and IIP.UN. Other than GSY, X, BEP and BIP (already held) are there any other Canadian companies you would recommend that would meet my criteria? Thank you.
Asked by Maureen on August 17, 2022
5I RESEARCH ANSWER:
For growth: MG 6; SLF 4; TCN 7; LNF 5; IIP.UN 4
For safety: MG 7, SLF 8, TCN 4, LNF 6, IIP.UN 7
We might add ENB, AQN, X to this list.
Wanting to dip my toe back into the market with a 2.6% total portfolio investment. My goal is to purchase stock in a Canadian company with a dividend >2%, that is anticipated to experience strong growth in the next 2 years and is not particularly volatile. Please rank the following on a scale of 1-10 for both growth and safety: MG, SLF, TCN, LNF, and IIP.UN. Other than GSY, X, BEP and BIP (already held) are there any other Canadian companies you would recommend that would meet my criteria? Thank you.
Asked by Maureen on August 17, 2022
5I RESEARCH ANSWER:
For growth: MG 6; SLF 4; TCN 7; LNF 5; IIP.UN 4
For safety: MG 7, SLF 8, TCN 4, LNF 6, IIP.UN 7
We might add ENB, AQN, X to this list.
Q: I am underweight both consumer cyclicals and energy. Today, which would you buy: MG, SU or ENB? Goal is income, plus some growth. Thank you.
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Kinaxis Inc. (KXS)
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Mistras Group Inc (MG)
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Shopify Inc. (SHOP)
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Lightspeed Commerce Inc. Subordinate (LSPD)
Q: I am thinking of reducing these 3 techs by 50%, then re-buying in November. Reason: rapid gains over the summer likely at risk due to traditional volatility in September. Maybe even do the same with MG until chip shortage gets sorted. Does this tactic make sense? If so, are there other obvious stocks you would include?
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Broadcom Inc. (AVGO)
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Cisco Systems Inc. (CSCO)
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NVIDIA Corporation (NVDA)
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AbbVie Inc. (ABBV)
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AT&T Inc. (T)
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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Capital Power Corporation (CPX)
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Labrador Iron Ore Royalty Corporation (LIF)
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goeasy Ltd. (GSY)
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Exchange Income Corporation (EIF)
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Enbridge Inc (ENB)
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Algonquin Power & Utilities Corp. (AQN)
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Mistras Group Inc (MG)
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Restaurant Brands International Inc. (QSR)
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Redfin Corporation (RDFN)
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Thomson Reuters Corp (TRI)
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Ultra Clean Holdings Inc. (UCTT)
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Bank of Nova Scotia (The) (BNS)
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Nutrien Ltd. (NTR)
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Pinterest Inc. Class A (PINS)
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CrowdStrike Holdings Inc. (CRWD)
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Celsius Holdings Inc. (CELH)
Q: This is my margin portfolio, all position weightings are between 3%-5%.
The projected yield is 3.31% with a 3-5 year hold.
I realize 24 positions is a bit overkill but I can't seem to choose which to remove, which would you recommend?
What positions would you add to the portfolio?
Take as many credits as needed.
Thanks for the great service
The projected yield is 3.31% with a 3-5 year hold.
I realize 24 positions is a bit overkill but I can't seem to choose which to remove, which would you recommend?
What positions would you add to the portfolio?
Take as many credits as needed.
Thanks for the great service
Q: What are your thoughts on Mistras Group? Is it worth buying?
Q: Hi 5I,
For the auto sector, which of the above would you buy today?
Thanks.
Desiree
For the auto sector, which of the above would you buy today?
Thanks.
Desiree
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BCE Inc. (BCE)
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Enbridge Inc. (ENB)
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Canadian Imperial Bank Of Commerce (CM)
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Canadian Natural Resources Limited (CNQ)
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Power Corporation of Canada Subordinate Voting Shares (POW)
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Fortis Inc. (FTS)
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AltaGas Ltd. (ALA)
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Algonquin Power & Utilities Corp. (AQN)
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K-Bro Linen Inc. (KBL)
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Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
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iShares S&P/TSX Canadian Preferred Share Index ETF (CPD)
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Nutrien Ltd. (NTR)
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Mistras Group Inc (MG)
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Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC)
Q: Hello Peter, I am intrigued after reading that a Canadian can earn about $50,000 per year of dividend income without paying any income tax. I know about your income portfolio of course, but with a view to maximizing just Canadian eligible dividend income, what would you think of the following portfolio of 14 stocks. Equal weighted, the stocks would yield 5.3%. (Disregard lack of market diversification; this can be achieved in one’s registered accounts.) Also, if one wanted to pare down the list to 10, which 4 would you delete?
BCE, CM, ENB, FTS, CNQ, AQN, CPD, FSZ, MG, KBL, POW, ALA, BIPC and NTR. Thanks!
BCE, CM, ENB, FTS, CNQ, AQN, CPD, FSZ, MG, KBL, POW, ALA, BIPC and NTR. Thanks!