Q: Hi 5i Team - Having been a growth investor I don't have a very clear idea of what a Value stock is. Could you explain what criteria or metrics make up this type of company. Am quite sure I probably have a few in my portfolios (and maybe didn't quite realize it) but would to like add at least a couple, maybe more. Would you be able to provide the names of a few Value stocks in the mid and large cap range. Also in the small cap area if possible. Any sector. Am assuming minimum 3 year hold for this type of investment. 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: Good morning 5i Team,
Would you please recommend 3 energy stocks in each of US and Canadian markets and rank them in descending order (from most preferred to least preferred).
Thanks.
H
Would you please recommend 3 energy stocks in each of US and Canadian markets and rank them in descending order (from most preferred to least preferred).
Thanks.
H
Q: at what price would you consider JPM over MS for an immediate buy?
would that also be the technical price for purchase?
would that also be the technical price for purchase?
Q: GASX .. your opinion on buying now
- iShares S&P/TSX Global Gold Index ETF (XGD)
- iShares S&P/TSX Capped Financials Index ETF (XFN)
- BMO Equal Weight Banks Index ETF (ZEB)
- iShares S&P Global Industrials Index ETF(CAD-Hedged) (XGI)
- iShares S&P/TSX Capped Energy Index ETF (XEG)
- iShares S&P/TSX Global Base Metals Index ETF (XBM)
- First Trust AlphaDEX U.S. Industrials Sector Index ETF (FHG)
Q: Hello Peter,
With rising rates, it seems that banks, commodities and industrials do well. Can you please suggest some etfs in Canada that would take advantage of those sectors? For the banks, i am thinking xfn and zeb but unsure of the others. Also, the US banks are taking small hits. Do you think canadian banks will follow suit or are they very different? Thanks very much.
With rising rates, it seems that banks, commodities and industrials do well. Can you please suggest some etfs in Canada that would take advantage of those sectors? For the banks, i am thinking xfn and zeb but unsure of the others. Also, the US banks are taking small hits. Do you think canadian banks will follow suit or are they very different? Thanks very much.
Q: What would be your #1 stock pick for a TFSA for an 18 year old starting out in the investing world?
Q: Hi,
I try to follow your metrics where I can. I think you usually recommend using forward earnings for PE ratios as the market looks ahead. In your answer to Cal on CSH.UN you referred to earnings for the year just ended to give you a PE of 20. Your database shows a PE of 746, which I believe is trailing as well. Did you mean the year ahead to get a PE of 20 or maybe I am missing something?
Thanks.
I try to follow your metrics where I can. I think you usually recommend using forward earnings for PE ratios as the market looks ahead. In your answer to Cal on CSH.UN you referred to earnings for the year just ended to give you a PE of 20. Your database shows a PE of 746, which I believe is trailing as well. Did you mean the year ahead to get a PE of 20 or maybe I am missing something?
Thanks.
Q: Not so long ago I didn't think it could drop below 6. Then I was shocked to see it go below 5. Today on a market rebound it dropped again below 4. Would you sell and wait to see where it settles before buying back in. Can you see it going below 3.
Q: I dread the tax implications of owning JNJ and and the spin-out company. Is there a way around this? Sell JNJ and rebuy or leave as is? What do you think of owning both? Thanks Ron
- Pure Storage Inc. Class A (PSTG)
- Palantir Technologies Inc. Class A (PLTR)
- ZipRecruiter Inc. Class A (ZIP)
Q: These stocks were recently purchased before the melt down in teck, and wondering what your thoughts are going forward.
Should I be pulling the plug, I am underwater on all three
Thanks
Should I be pulling the plug, I am underwater on all three
Thanks
Q: Good morning, If I were to buy these three stocks in a separate account and never looked at the prices of the stocks or the account for five years, would I be happy when I saw the results after the five year period, thanks?
Q: Reviewing your " New Reports, Market and Portfolio Updates!". You added to tve, and kel. When were these added to the growth portfolio or are they new positions at this time.
Thanks
Thanks
- Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
- Upstart Holdings Inc. (UPST)
- Affirm Holdings Inc. (AFRM)
Q: I am down 21% on BABA and even more down on UPST and AFRM. At this point, with a plan to hold for 3-5 years, would it make sense for me to sell all my BABA and invest in UPST and AFRM. Which of the 2 is expected to have a better upside in 3-5 years? Which of the 2 is riskier?
Q: I read recently that Apollo Global Management acquired a significant ownership in Martinrea. Although, now I can’t seem to confirm the source after a google search. Anyways, do you see a scenario where MRE is acquired by Apollo or another Asset Manager like Brookfield? Can you rate the probability on a scale of 1-10 whereby 1 is least likely and 10 most likely. Many thanks in advance and I must say I really enjoy your service.
Q: BAM had a brutal day today and has lost 10% previous to today. So we are off close to 15%.Would you view this price level as an attractive entry point for this name?
- Brookfield Renewable Partners L.P. (BEP.UN)
- Innergex Renewable Energy Inc. (INE)
- Brookfield Renewable Corporation Class A Subordinate (BEPC)
Q: the above renewables are all down substantially; are there one or two that are worth buying at this time?
Thanks,
Thanks,
- Tencent Holdings Ltd. ADR (TCEHY)
- Take-Two Interactive Software Inc. (TTWO)
- Enthusiast Gaming Holdings Inc. (EGLX)
Q: There is a lot of M&A in the gaming space, Zinga being bought buy TTWO and ATVI by MSFT today. Is there any company that you se being interested in EGLX?
Q: Hi 5i,
For all of the companies you cover here, when you rate stocks, what is the most important factor you consider first? Do you actually meet with the senior management face to face on regular basis, or occasionally, or never? In any case, how you rate their management teams?
Thank you very much!
For all of the companies you cover here, when you rate stocks, what is the most important factor you consider first? Do you actually meet with the senior management face to face on regular basis, or occasionally, or never? In any case, how you rate their management teams?
Thank you very much!
Q: Looking to the future and the EV space. I know GM and F are making big inroad’s and have the scale. However, what about TM as an alternative play. It has a decent divd and has had a long lead time in EV’S relative to NA players…and arguably a more reliable product.
Looking at this as a long term US divd play
Looking at this as a long term US divd play
Q: The New Report I received yesterday in my email shows "additions" of 1% in the growth portfolio to Kelt and Tamarack. When were the initial positions taken?