Q: Ahhhh I just looked at our portfolio 🫣 Peter do you make house calls? I need someone to hold my hand to get through this.
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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
Is any part of the monthly distribution a return of capital? Or is it all dividend?
Does it all qualify for the Dividend Tax Credit or is it deemed Interest?
Thanks
Is any part of the monthly distribution a return of capital? Or is it all dividend?
Does it all qualify for the Dividend Tax Credit or is it deemed Interest?
Thanks
Q: Do you think WSP can be bought here? Will it be affected by tariffs to any extent?
Q: I kinda expected this to have a positive reaction to tarriffs, but it isn't. Are people getting scared of the credit risk? Is it better to hold a treasury bond etf?
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Great-West Lifeco Inc. (GWO $51.79)
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Intact Financial Corporation (IFC $313.75)
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TMX Group Limited (X $55.43)
Q: Which would you prefer over the next five years? And, which will be the least volatile?
Q: Hell team:
A bad day to post any question on any stock! But hee it goes:
I don't want to embarrass myself in front of fellow subscribers the percentage of loss in VRT. I know you still believe in this company but have asked to exercise caution. That seems to be the general tone of 5i on many stocks. The questions are as follows: Does VRT qualify as a "Quality company" that you have in your banner! Is it worth averaging down slowly? 2-3 years is okay for me to hold. Even longer if need be.
A bad day to post any question on any stock! But hee it goes:
I don't want to embarrass myself in front of fellow subscribers the percentage of loss in VRT. I know you still believe in this company but have asked to exercise caution. That seems to be the general tone of 5i on many stocks. The questions are as follows: Does VRT qualify as a "Quality company" that you have in your banner! Is it worth averaging down slowly? 2-3 years is okay for me to hold. Even longer if need be.
Q: Aren't markets mostly efficient, and therefore isn't the market cap weighted portfolio the optimal portfolio? Or if we want a higher expected return would a factor tilted portfolio be the way to go, like Dimensional or Avantis?
Q: Hi,
Comments on Q4 and FY please. Any noteworthy positives/negatives you see in future commentary?
I saw that the president is leaving in May 2025...any concerns?
Still one of your small cap favs?
Comments on Q4 and FY please. Any noteworthy positives/negatives you see in future commentary?
I saw that the president is leaving in May 2025...any concerns?
Still one of your small cap favs?
Q: Buy Shop AGAIN today or wait a bit longer:)?
Q: CLS is near $100 today, would this be a good moment to initiate a position? Would you wait further and keep the cash for now? Would you initiate a position at 2%? It is for a TFSA and a long-term hold. Alternatively, should I bolster my position in two other growth names (PRL to 4%) and KSI with a position similar to that in the growth portfolio. All in TFSA. Thanks.
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Alphabet Inc. (GOOG $177.56)
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Garmin Ltd. (Switzerland) (GRMN $214.43)
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Intuitive Surgical Inc. (ISRG $534.71)
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NVIDIA Corporation (NVDA $158.24)
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Booking Holdings Inc. (BKNG $5,815.92)
Q: Stocks are being pummelled. But as always, hopefully they will come back but it may take a while longer than normal. Trump is not normal. If one understands the risk, would you suggest buying some names that are being particularly hit today (eg SHOP -15%)? If so, can you suggest a few names?
Q: I get its a bad market day, but what is up with ATZ being down over 16% at the time of this question? Thanks in advance. - Jeff
Q: Hi 5i, I went through their results and they matched or beat their goals, and forward growth looks good. I would appreciate you analysis, especially with respect to forward growth. With their expansion in DollarCity and the new purchase in Australia the runway looks good. Again thx for this recommendation several years ago!
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Equinix Inc. (EQIX $777.12)
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Iron Mountain Incorporated (Delaware)Common Stock REIT (IRM $100.32)
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Digital Realty Trust Inc. (DLR $171.64)
Q: Would you buy any of these data centre Reits recommended in the past -considering any changes in this sector - and what would be a good entry price ?
Thanks
Thanks
Q: Just trying to understand this a bit more. What makes the price go up and down aside from demand?
Q: Hi, I know you like DIR ,I have invested in DIR. for an around 3 years in an rrsp and am down a little but has a good dividend.
Would like to switch out to something a little more growth oriented and was looking at MEQ.
First thing would you have any thoughts on whether this is a good switch.
Second would you have a any of your own suggestions to replace or reduce DIR.UN.
Thanks
Would like to switch out to something a little more growth oriented and was looking at MEQ.
First thing would you have any thoughts on whether this is a good switch.
Second would you have a any of your own suggestions to replace or reduce DIR.UN.
Thanks
Q: seen in the globe and mail this morning even after bce stocks got hammered in the last year and very good possibility of dividend getting cut ceo mirko bibic still received a bonus of 2.4 million dollars last year on top of his wage. after all the layoffs and stock at some 15 year low. is there no shame anymore with ceos as they are only looking after themselves. They always seem to end up on right side of the company no mattter what and as bce the one time stock called orphan and widow stock shareholders get hurt again. Will this ever stop?
Q: BKNG has consistently found its way into your high conviction “top 10” type lists in response to member questions, including very recently for a 3 to 5 year hold. Just curious about your current thinking of when/how to step in to a new position? I’m puzzling over the shorter term and the latest concerns over travel in and out of the U.S. and the possible effect on Bookings revenue?
Q: I will have about 100k to invest shortly, however requiring this money in 2 years time. How would you invest this money in this market? Is there appeal buying the “dip”, purchasing great businesses at a discount? Or is it too risky with my time frame? Money will be held in a TFSA. Thank you
Cnd or US.. growth/dividend/GIC?
Much appreciated for all that you do! Your services have been invaluable.
Cnd or US.. growth/dividend/GIC?
Much appreciated for all that you do! Your services have been invaluable.
Q: I hold Wsp in a tfsa and I am looking for a Canadian “construction” firm or similar company that I can pair with to take advantage of government infrastructure investment that will compliment Wsp. Recommendations and reasoning? Thanx.