Q: While analysts are still recommending US regional banks as a play on higher interest rates, I heard on BNN this morning that insider selling in regional banks has reached record levels. Do the insiders know something the analyst don`t? I should add that I have a half position in KRE.
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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.
- Sylogist Ltd. (SYZ)
- Enbridge Inc. (ENB)
- TELUS Corporation (T)
- Stella-Jones Inc. (SJ)
- NFI Group Inc. (NFI)
- Kinaxis Inc. (KXS)
- Alimentation Couche-Tard Inc. (ATD)
- Premium Brands Holdings Corporation (PBH)
- Savaria Corporation (SIS)
- ZCL Composites Inc. (ZCL)
- Spin Master Corp. Subordinate Voting Shares (TOY)
Q: Since Trump's victory markets have reached new highs including the financials on both sides of the border.Note that 5I has been relatively quiet.Yet many stocks including the aforementioned but not limited to,have fallen quite a lot(some more than others.The primary reason could be rotation to other sectors.If co. specific,please advise.Please advise if it is time to start buying them,& if possible list them according to your preference.Appreciate your usual great advices & services
Q: Recent article in Barron's suggested the DOW Jones industrial index will outperform relative to other indexes due to beneficial effects of Trump policies. Can you suggest an ETF that captures the DOW index and its companies.
Q: In a recent blog, Ryan indicated "Subscribers can login to see our thoughts on the FED model and what it may mean for the markets. " Please help me locate these thoughts. Thank you.
Q: I have a question about 929
Hello, I've noticed that CCL is not participating in the recent rally. Just wondering whether there are any apparent reasons for it being left out? Anything to do with negative headwinds on trade, a la TRUMP, or with the USD rallying? Many thanks!
Hello, I've noticed that CCL is not participating in the recent rally. Just wondering whether there are any apparent reasons for it being left out? Anything to do with negative headwinds on trade, a la TRUMP, or with the USD rallying? Many thanks!
Q: Can you provide an overview of this name. Are you still looking closely at PIH as an interesting company not yet covered? Insiders own a very large portion. Are you concerned about Trump re NAFTA here? Would you consider this company as a good growth stock or would you recommend something else. Understand risks/volatility with small cap.
Q: What would be your choice between these two for growth in the coming year bearing in mind interest rate hikes and the Trump administration effect? Would appreciate hearing your reasons. Thanks again.
Q: I decided in early November to use your service and construct a portfolio mirroring the Balanced Equity portfolio of now 23 stocks. I tried to acquire each of the equities below the October 31 closing prices however the above three have galloped away and are the only ones I haven't yet acquired. Should I continue to be patient and await a pullback or should I take the longer view and buy at this point even though each of the three has moved strongly higher in the last month or so. Alternatively is there another equity(or equities) or ETF to consider in place of the three that you'd recommend. I have bought only one-half of the amount of each of the securities I expect to eventually purchase and have maintained the balance in cash as a matter of caution. All of these funds are held in an rrsp. Would you recommend moving ahead with putting the cash into these equities now and holding only a 7% cash position at current valuations. My time horizon is 3 to 5 years. Many thanks for your advice!!
Q: Not your bailiwick but could you give me your assessment of Mohawk Industries and it's prospects under a Trump administration?
TIA
TIA
Q: Great Run for US Banks since President Elect Trump is in.
Between Citigroup and Bank of America which is a Better Long Term Growth Investment in this field.
Between Citigroup and Bank of America which is a Better Long Term Growth Investment in this field.
Q: As a retired investor, I have a small defensive position in Goldcorp (which is underwater)and was wondering if Detour Gold would offer better upside potential going forward. I could use the capital loss to reduce this year's capital gains.
Also I'd like to know if you feel gold has lost its defensive nature and is no longer a "must own" in portfolios. Thank you
Also I'd like to know if you feel gold has lost its defensive nature and is no longer a "must own" in portfolios. Thank you
Q: thoughts on fcx
Q: As a follow up to my previous question regarding the drop in the price of Stella jones shares I too did not see anything in the company specific news that would affect the price of the shares. But when you see the shares dropping as they have there may be other underlying reasons for other investors to sell their shares. Under a Trump led government in the USA is there anything in the policies, attitude toward free trade etc that you can see as potential negatives for the company?
Q: TD Bank lists these 11 sectors - going forward and post Trump what would 5is's top picks be for these 11 sectors:
1)in Canada?
2)in the US?
Consumer Discretionary
Consumer Staples
Metals & Mining Index
Financials
Health Care
Industrials
Information Technology
Materials
Capped Real Estate
Telecommunication
Utilities
Thanks kindly.
1)in Canada?
2)in the US?
Consumer Discretionary
Consumer Staples
Metals & Mining Index
Financials
Health Care
Industrials
Information Technology
Materials
Capped Real Estate
Telecommunication
Utilities
Thanks kindly.
Q: I have very little US exposure in my portfolio. What would be a good Canadian US equity growth fund or ETF that would allow me to participate in the New America under the Trump regime?
Thanks
Peter
Thanks
Peter
Q: What do you think of the wisdom of buying PXMV to add to my US exposure? Esp its steadiness in a Trump universe, and fees?
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Spin Master Corp. Subordinate Voting Shares (TOY)
Q: Hi, we have Shopify and Spin Master in most accounts in the family.
Shopify has been quite volatile, in line with FANG and other technology stocks, but its swings are much higher than its peers. Recently it traded as low as $50.84 ( after a week of Trump win)and within a week as high as $60.50. Is it worth adding at current level $52?
Spin Master had an incredible run to $39.50. With recent pullback, is it prudent to add at $34-$35 level?
Thank you.
Shopify has been quite volatile, in line with FANG and other technology stocks, but its swings are much higher than its peers. Recently it traded as low as $50.84 ( after a week of Trump win)and within a week as high as $60.50. Is it worth adding at current level $52?
Spin Master had an incredible run to $39.50. With recent pullback, is it prudent to add at $34-$35 level?
Thank you.
Q: This am BNN suggested the best sectors going forward to benefit from "Trumpism" would be: Banks, Lifecos, Health, Industrials, Energy and Materials.
Does 5i agree with these sectors and if yes what stocks/ETFs would you recommned for the six sectors?
Also do u believe the tech selloff will get much worse - seems like end of year profit taking or sector rotation into energy et.
Thank you.
Does 5i agree with these sectors and if yes what stocks/ETFs would you recommned for the six sectors?
Also do u believe the tech selloff will get much worse - seems like end of year profit taking or sector rotation into energy et.
Thank you.
Q: Bonjour, please provide general comments on these two funds (MER, growth prospects, suitability considering a 10 year time-frame.
Merci
Ronald
Merci
Ronald
Q: Hi 5i
I ask this question yesterday and you usually answer so quickly,I'm thinking it got lost
In shipping.
In My r.r.s.p. Account I can only use mutual funds unfortunately .so my question is ,
A fund that would benefit from a raising interest rates in the u.s.
and a drop the corporate tax ?
Of course this is the promise from mr. Trump
Thanks for all the help
Sam
I ask this question yesterday and you usually answer so quickly,I'm thinking it got lost
In shipping.
In My r.r.s.p. Account I can only use mutual funds unfortunately .so my question is ,
A fund that would benefit from a raising interest rates in the u.s.
and a drop the corporate tax ?
Of course this is the promise from mr. Trump
Thanks for all the help
Sam