Q: Hi, Energy sector was creamed today with 5% decline on the top of 15-20% drop over past week. I also learnt from CNBC that many large investors are buying significant amount of September Puts. We trimmed 25% of our 10% Energy weighting, selling XLE, XEG,CNQ and TOU, mostly at market open. Do you believe , Energy sector could be range bound for near term and has further downside ? Would it be prudent to cut the sector weight to 5%, in General, without being specific to our portfolio ? Which companies would you reduce, in order of priority, among, CNQ, TOU and SU, based on balance sheets and possible further downside caused by Oil/Gas price and recession ? Thanks
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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, With recent drop in Oil/Gas prices, would it be prudent to reduce exposure to Large E&P and Integrated names and increase ENB weighting, so we have Energy exposure but with limited downside. In your Balanced Equity Portfolio, I noticed that ENB weight is about 7.5% and you appear to be comfortable with that. Thank You
Q: Any specific news regarding BMO keeps falling for the past 2 weeks even the market is up today but BMO stocks is down, try to understand why it keeps going down, wondering because BMO invested heavily in oil and gas and crude oil is down. Appreciate your insight.
Q: With losses mounting day by day If I sale most stocks and take a huge loss,Which stocks cdn and US make good strong stocks in US and CDN.
5 EACH.I know this is not easy but perhaps better than cashout with lots of losses.
5 EACH.I know this is not easy but perhaps better than cashout with lots of losses.
- Costco Wholesale Corporation (COST)
- Meta Platforms Inc. (META)
- Microsoft Corporation (MSFT)
- Constellation Software Inc. (CSU)
- goeasy Ltd. (GSY)
Q: Currently there is a lot of turbulence in markets for many reasons, could you provide a list of 3-5 balanced companies that you would find attractive both at current prices and economic situation.
Q: QUIS has been a significant disappointment for some years now and appears to have changed its business profile at least once along the way, such that even now there is a current apparent need to make a substantial progress. So the question is there a reasonable prospect that the recent announcement involving Visa will have a significant impact on this company's sales and profitability?
Q: Based solely on fundamentals what price should this be trading at and what metric do you like to use.
Q: May I have your comments on earnings
Q: Seeking Alpha mentioned that the Federal Reserve will release the results of its 2022 bank stress tests today. What do you think of the results?
Q: On a company like ATH what do you think investors would rather see a small dividend or share buy backs. Which would have a greater impact on the share price?
Q: Is the time for buying longer term bonds, like SHY or even TLT coming closer?
Thanks
Thanks
Q: Hello 5i research
On BNN yesterday one Guest recommended Rinf -Proshares inflation expectations ETF for this market conditions.What are your thoughts , appreciate your guidance.
Thanks
On BNN yesterday one Guest recommended Rinf -Proshares inflation expectations ETF for this market conditions.What are your thoughts , appreciate your guidance.
Thanks
Q: With the GFI agreement to purchase YRI for .6 shares for each GFI, which stock is better to buy at the current price drop? GFI ( 9.50ish) YRI (6.45ish) or both.
Both stocks pay a healthy dividend.
Thank you.
Both stocks pay a healthy dividend.
Thank you.
Q: Hi there, can you please provide insight into BOXD.US, looks quite interesting here from a trading perspective, but how about from a longer term investment view?
Anything catch your attention regarding financials, ratios, management, board, etc?
I believe management and board have been buying strongly at bottom here, please confirm?
Thanks!
Anything catch your attention regarding financials, ratios, management, board, etc?
I believe management and board have been buying strongly at bottom here, please confirm?
Thanks!
Q: Has anyone seen the AMZN CDR/NEO Split?
- Stryker Corporation (SYK)
- Generac Holdlings Inc. (GNRC)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Nuvei Corporation (NVEI)
Q: I have been watching this for a while and all developments seem positive .
Particularly around the future of green energy and storage .
Is this short report and firm credible ?
Thoughts ?
Many Thanks
Greg
Particularly around the future of green energy and storage .
Is this short report and firm credible ?
Thoughts ?
Many Thanks
Greg
Q: Can you please advise your favourite commodities stocks in Canada that are on the safer/less volatile end of things? And an explanation of why would be helpful. Thanks.
Q: What observations might you have on the validity of ATAX for an income portfolio? Thanks!
Q: Bam.a is now down 27%plus ytd.Are their any catalysts on the horizon ?What needs to happen to see something positive happen with this share price.
- Miscellaneous (MISC)
- iShares Core S&P 500 Index ETF (CAD-Hedged) (XSP)
- iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ)
Q: Can you recommend your favorite Cad Hedged Nasdaq ETF and also Cad Hedged S & P 500 ETF?
My reason for hedging is with Canadian Energy companies picking up, unless we have a housing correction, the Cad dollar should eventually rise.
thanks,
Paul
My reason for hedging is with Canadian Energy companies picking up, unless we have a housing correction, the Cad dollar should eventually rise.
thanks,
Paul