Q: what are the metrics you use to value TOI? what were these metric when TOI reached 143.00 6 months ago? what are these metrics currently at 82.00? you say that TOI at 82.00 is still expensive what future metrics do feel necessary to make TOI a good buy? thanks Richard
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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: what is today's news? what does" reduction in resulting belly cargo capacity" mean?
thanks.
thanks.
Q: Can i please have your thoughts on earnings and thoughts on cjt going forward
Q: Any thoughts on KRBN as a diversifier? I do not have a position currently but have been watching it for some time. Do you think it recent decline represents an opportunity for a 5-10 year investment? Thank-you.
Q: ABC has been doing nicely since the beginning of December. Do you know the reason for the good performance and do you see it continuing?
Thanks for your great advice.
Ian
Thanks for your great advice.
Ian
Q: I own both of these in a non registered account and looking to add to one of them. I rely on income from this account and have owned these for quite awhile.They are approaching or are at a year low. Ignoring portfolio weighting, would you purchase them now or wait for Ukraine to settle ?
Any specific or significant issues causing their decline. Which one first to add to ? Thanks
Derek
Any specific or significant issues causing their decline. Which one first to add to ? Thanks
Derek
- BCE Inc. (BCE)
- TC Energy Corporation (TRP)
- Fortis Inc. (FTS)
- BMO Covered Call Utilities ETF (ZWU)
- BMO Equal Weight US Banks Hedged to CAD Index ETF (ZUB)
- BMO Equal Weight Banks Index ETF (ZEB)
- Pembina Pipeline Corp. (Canada) (PBA)
Q: HI!
In an income seeking portfolio, if one has a portfolio that is overweight financials, do you think it makes sense in the current environment to lighten up and add to pipelines and utilities due to the geopolitical events and risk of recession down the road. Thought in rate rising environment assets that benefit from rising rates were in favour but it seems telcos, utilities, and pipelines are moving more now. Obviously with price of oil, increase in pipelines is understandable and clearly yield curve is playing a role. What are your thoughts on whether increasing rates will eventually hurt utilities/pipelines. Thank you!
In an income seeking portfolio, if one has a portfolio that is overweight financials, do you think it makes sense in the current environment to lighten up and add to pipelines and utilities due to the geopolitical events and risk of recession down the road. Thought in rate rising environment assets that benefit from rising rates were in favour but it seems telcos, utilities, and pipelines are moving more now. Obviously with price of oil, increase in pipelines is understandable and clearly yield curve is playing a role. What are your thoughts on whether increasing rates will eventually hurt utilities/pipelines. Thank you!
Q: Hello friends,
I was watching KRBN for a good price to start a small position and participate in the global trend of reducing pollution. However, I've noticed that in the past couple of weeks the price went down hard and fast.
I couldn't come up with a better explanation for this downward trend other than, perhaps, the fund is inversely correlated with the price of oil. Do yo have a better explanation/reason for this trend?
Many thanks!
I was watching KRBN for a good price to start a small position and participate in the global trend of reducing pollution. However, I've noticed that in the past couple of weeks the price went down hard and fast.
I couldn't come up with a better explanation for this downward trend other than, perhaps, the fund is inversely correlated with the price of oil. Do yo have a better explanation/reason for this trend?
Many thanks!
- Sangoma Technologies Corporation (STC)
- Questor Technology Inc. (QST)
- Kinaxis Inc. (KXS)
- Xebec Adsorption Inc. (XBC)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Anaergia Inc. (ANRG)
Q: Hi 5i
What Game Plan would you consider executing for the following situations...........?
For all these stocks I have been holding off taking action as there has been no new information to support any action. Now given rapid price decline, I have become concerned about share restructuring and shareholders being diluted to death for the micro caps.
I will be waiting for earnings on the ones still to be released.
While you do not want to hear it, all these except XBC/LSPD were 5i induced purchases so some thoughts on possible action at this point would be appreciated.
None of these are causing me a problem except for being down.
As a Portfolio Manager, how best to manage these positions inside a broadly diversified Portfolio?
If they are to be kept, at some point I will have to either add to the tiny positions or get rid of them. But when and on what information?
TFSA Holdings (where the growth is supposed to be)
QST - down 40%. Size is now at half position size at this point.
XBC - down 38%. Size is now back to near full position size after riding the round trip.
STC - was up 25% and now down 20%, Half position size.
Taxable Account
AT - Down 19%. Sitting on half position since buying on Jan 12/22
ANRG - Down 37%. Sitting on less than half position since buying on Feb 2/22
LSPD - Down 64% on a poorly executed Options trade. Hold only 1/3 position.
And KXS which disgusts me as I knew I should have sold while I watched it at $229. Position size is full position.
Thanks
Dave
What Game Plan would you consider executing for the following situations...........?
For all these stocks I have been holding off taking action as there has been no new information to support any action. Now given rapid price decline, I have become concerned about share restructuring and shareholders being diluted to death for the micro caps.
I will be waiting for earnings on the ones still to be released.
While you do not want to hear it, all these except XBC/LSPD were 5i induced purchases so some thoughts on possible action at this point would be appreciated.
None of these are causing me a problem except for being down.
As a Portfolio Manager, how best to manage these positions inside a broadly diversified Portfolio?
If they are to be kept, at some point I will have to either add to the tiny positions or get rid of them. But when and on what information?
TFSA Holdings (where the growth is supposed to be)
QST - down 40%. Size is now at half position size at this point.
XBC - down 38%. Size is now back to near full position size after riding the round trip.
STC - was up 25% and now down 20%, Half position size.
Taxable Account
AT - Down 19%. Sitting on half position since buying on Jan 12/22
ANRG - Down 37%. Sitting on less than half position since buying on Feb 2/22
LSPD - Down 64% on a poorly executed Options trade. Hold only 1/3 position.
And KXS which disgusts me as I knew I should have sold while I watched it at $229. Position size is full position.
Thanks
Dave
Q: Do you consider MG stock as a buy,hold or sell actually ? any comment on the Russian situation of the factories ?
Q: What price would be a great entry point for Goog? BMO InvestorLine has $2401.43 for Stop price/ long position. Could you please kindly explain about this? Many thanks
- First Quantum Minerals Ltd. (FM)
- Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
- Lundin Mining Corporation (LUN)
- Copper Mountain Mining Corporation (CMMC)
- Ero Copper Corp. (ERO)
Q: Hi 5i team, I'm looking for suggestions on base metal miners. What are your favourite Canadian companies, particularly ones leaning towards copper. A pure copper play, maybe a small/mid-cap, suggestion would also be appreciated. Pete in Calgary.
Q: It seemed like the earnings report was positive, yet the stock fell 12%. Any idea why this reaction. I have been holding these for a long time and am still in a positive position, is it time to take the profits and move on?
Q: Hi Guys
I was really surprised by an answer to John Heinzl in the Globe and Mail in his March 5th column. The question was "I recently did an in-kind share transfer from my non-registered account to my tax-free savings account. This transfer was below the book value of the shares so I assumed it would be a capital loss, but I did not get a confirmation slip as a record. How do I record the loss"
The answer was "Sorry to be the bearer of bad news,but when you own shares with an unrealized loss and transfer them in-kind to a TFSA (or any other registered account) you cannote claim the loss for tax purposes. The CRA considers this a "superficial loss" because you still own the shares.
So my question is: if this is indeed the case then would this ruling also apply to shares that you had bought in a non-registered account at a certain price and were now transferring them at a higher prices than you bought them into a TFSA?
Or does CRA get you both ways?
Thanks
Stuart
I was really surprised by an answer to John Heinzl in the Globe and Mail in his March 5th column. The question was "I recently did an in-kind share transfer from my non-registered account to my tax-free savings account. This transfer was below the book value of the shares so I assumed it would be a capital loss, but I did not get a confirmation slip as a record. How do I record the loss"
The answer was "Sorry to be the bearer of bad news,but when you own shares with an unrealized loss and transfer them in-kind to a TFSA (or any other registered account) you cannote claim the loss for tax purposes. The CRA considers this a "superficial loss" because you still own the shares.
So my question is: if this is indeed the case then would this ruling also apply to shares that you had bought in a non-registered account at a certain price and were now transferring them at a higher prices than you bought them into a TFSA?
Or does CRA get you both ways?
Thanks
Stuart
- Meta Platforms Inc. (META)
- Constellation Software Inc. (CSU)
- Ulta Beauty Inc. (ULTA)
- Oshkosh Corporation (Holding Company)Common Stock (OSK)
- Electronic Arts Inc. (EA)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Dick's Sporting Goods Inc (DKS)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: What are your favourite stocks at the moment with low PEG ratios, solid earnings growth and strong balance sheets for long-term holds?
Can you please give me your top 5 CAD and top 5 USD stocks with respective PEG ratios?
Thanks
Can you please give me your top 5 CAD and top 5 USD stocks with respective PEG ratios?
Thanks
Q: Thoughts on the quarter? RBC loved it.
Thanks...Steve
Thanks...Steve
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- QUALCOMM Incorporated (QCOM)
- Xylem Inc. New (XYL)
Q: About 25% of our portfolio is in US stocks - very tech heavy (APPS, CRWD, MSFT, MTTR, NVDA, QCOM, TEAM, U) with only XYL as a non-tech holding. I would like to add GOOG, BKNG but would prefer not to transfer more CD$ to US just at the moment. Would appreciate your thoughts on cashing my XYL (down about 10%) in order to buy GOOG ?
Also, my NVDA and QCOM are at about 4.5% each of total CD/US $ portfolio, with good profit. Would you trim a bit of both to invest in BKNG or leave well enough alone for now !
As always, many thanks.
Also, my NVDA and QCOM are at about 4.5% each of total CD/US $ portfolio, with good profit. Would you trim a bit of both to invest in BKNG or leave well enough alone for now !
As always, many thanks.
Q: Hello team 5i,
I know very well that when a stock is sold with a loss, it must not be bought back before one month for the loss to be used as a tax loss.
But what if a stock is sold with a gain and then bought back before one month and this time it is sold with a loss. (Note that one month did not pass between the gain and the loss). Is this loss usable as a tax loss?
I donated shares of a company that was delisted to my broker. How can this loss be used for tax purposes? Is it different from an ordinary loss?
Thank you for your help
I know very well that when a stock is sold with a loss, it must not be bought back before one month for the loss to be used as a tax loss.
But what if a stock is sold with a gain and then bought back before one month and this time it is sold with a loss. (Note that one month did not pass between the gain and the loss). Is this loss usable as a tax loss?
I donated shares of a company that was delisted to my broker. How can this loss be used for tax purposes? Is it different from an ordinary loss?
Thank you for your help
Q: I recall you saying that in past market corrections there were quality companies trading at or below cash value. Are there any at, or close, to that right now? If so could you please post a few within 20% of their cash value that look very solid a few years out?
- Canadian National Railway Company (CNR)
- WSP Global Inc. (WSP)
- TFI International Inc. (TFII)
- ATS Corporation (ATS)
- Thomson Reuters Corporation (TRI)
Q: How would you rate (1-10) these 5 industrials for new money today? Please include a brief explanation for the ratings.