Q: Can I get your opinion of CPX using FTS as a benchmark. I own FTS and would like to add to the sector or should I just add to FTS?
Carl
Carl
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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: if Canada forges ahead with the idea of E/V autos, what publicly listed power line and infrastructure companies could have they're stock go up significantly to create and beef up current grids that will be required to provide all the extra demand on a daily basis.
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Royal Bank of Canada (RY)
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Toronto-Dominion Bank (The) (TD)
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National Bank of Canada (NA)
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BMO Equal Weight Banks Index ETF (ZEB)
Q: Good morning,
Q1. Is it reasonable to assume that ZEB ETF's total return would be the same as that of holding each of the individual bank stocks in the exact same proportion as in the ZEB ETF minus the MER (0.60%) + or - the tracking error?
Q2. Given, that the relatively high MER (0.60%) of holding ZEB, would it be better over the long run to simply own 2 or three of the best big banks and if so which two or three banks would you recommend buying and holding for ever.
Q1. Is it reasonable to assume that ZEB ETF's total return would be the same as that of holding each of the individual bank stocks in the exact same proportion as in the ZEB ETF minus the MER (0.60%) + or - the tracking error?
Q2. Given, that the relatively high MER (0.60%) of holding ZEB, would it be better over the long run to simply own 2 or three of the best big banks and if so which two or three banks would you recommend buying and holding for ever.
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Tesla Inc. (TSLA)
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Plug Power Inc. (PLUG)
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NIO Inc. American depositary shares each representing one Class A (NIO)
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Enphase Energy Inc. (ENPH)
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Invesco Cleantech ETF (PZD)
Q: Recently PZD - the Invesco Cleantech ETF was changed to ERTH - the Invesco MSCI Sustainable Future ETF. PZD almost all Tech and Industrials whereas ERTH has a similar weighting in Industrials but only 13% tech and a big chunk in real estate. I bought PZD years as more of a growth ETF and it doesn't seem like ERTH can really fill it's shoes. Can you recommend another ETF similar to PZD? This would be a 6% weighting in my portfolio.
Thanks
Thanks
Q: Can you comment on their earnings report yesterday? Did you listen to the call and if so was there anything of interest (good or bad) that came up?
I know weightings are personal, but if you were holding DOCU what kind of weighting would you be looking at.
Thanks so much for the fantastic service and recommendation of DOCU at the beginning of the pandemic!
I know weightings are personal, but if you were holding DOCU what kind of weighting would you be looking at.
Thanks so much for the fantastic service and recommendation of DOCU at the beginning of the pandemic!
Q: Team, would you suggest buying resource names over energy names right now?
Q: Hi 5i
I'm considering a 5% position in one of these 3 companies as maybe Oil has some room to improve with increased activity.
In what order would you consider these to invest?
Thanks
Ken
I'm considering a 5% position in one of these 3 companies as maybe Oil has some room to improve with increased activity.
In what order would you consider these to invest?
Thanks
Ken
Q: I bought these preferreds on issue in 2015 . For most of the time they have traded well below issue price . Recently they have recovered back to the issue price . would you still advise on holding these prefs
Q: Hello, I am overweight in LSPD in my TFSA.
Considering taking some gain - of perhaps 20% of shares and buying back later.
What are your thoughts?
Considering taking some gain - of perhaps 20% of shares and buying back later.
What are your thoughts?
Q: Merging with SBBP, huge short, waking up. Hold or Sell ? Your assessment. Thanks
Q: i am up 85% with a small position in Himax. HIMX
Is there still looking like room to run with this one?
Is there still looking like room to run with this one?
Q: Hello… I didn’t see a response so I am resubmitting the question below just in case. Thank you for your help.
I read your report on Topicus. Thank you for putting this together. In the report you state Topicus trades at 10 times sales, however, in the peer analysis it states the price to sales is 3.73. Can you please help me understand the discrepancy or what my misunderstanding is?
Also, I very arbitrary question, but just looking for your opinion - at what price is the stock a generational opportunity and at what price is the stock a bargain?
I read your report on Topicus. Thank you for putting this together. In the report you state Topicus trades at 10 times sales, however, in the peer analysis it states the price to sales is 3.73. Can you please help me understand the discrepancy or what my misunderstanding is?
Also, I very arbitrary question, but just looking for your opinion - at what price is the stock a generational opportunity and at what price is the stock a bargain?
Q: I helps Huntsman Corporation for a long while. It has not done much. Any chance of it being taken over? Should I hold or sell? What stock will you buy as a replacement?
Q: What do you think about this company?
Q: As part of the momentum in oil, and in anticipation of $80 + oil, how do you place Gear as partaking in this momentum up. Not a long term play but 1 to 2 year max to exit
Q: I am hoping you would be able to make some suggestions for my Grandsons RESP. $20,000 dollars. The boys are 1 and 4 years old.
Thank you.
Thank you.
Q: Seems like the new CEO at Laurentian Bank since October 2020 is impressive. Last two quarters have been very positive. First female bank CEO and many females in management and diversity on the board. Check out the ESG journey in their recent report.
https://www.laurentianbank.ca/sn_uploads/fck/T1-2021/Corporate_presentation_Final_EN.pdf
This is a feel good investment for me.
I think people are waiting for their strategic review report.
Would like your comments including financials results.
https://www.laurentianbank.ca/sn_uploads/fck/T1-2021/Corporate_presentation_Final_EN.pdf
This is a feel good investment for me.
I think people are waiting for their strategic review report.
Would like your comments including financials results.
Q: With these acquisitions, does that mean they will issue large amount of shares soon?
Thanks
Thanks
Q: Good morning,
CRWD or KXS - which one for growth?
Thanks,
Robert
CRWD or KXS - which one for growth?
Thanks,
Robert
Q: Hello 5i,
In your market updates it claims that the reason for selling 1% of LSPD is the P/S=21. The website claims it is P/S =39. By doing the calculation by share or by capitalization, the P/S is still 39.Yes, more reason to sell but why the discrepancy in P/S?
In your market updates it claims that the reason for selling 1% of LSPD is the P/S=21. The website claims it is P/S =39. By doing the calculation by share or by capitalization, the P/S is still 39.Yes, more reason to sell but why the discrepancy in P/S?