Q: There have been increasingly persistent reports of provisions for consumer loan default by the banking industry; PRL is in the business. I doubt PRL earnings for the quarter just past - statement due shortly – will be affected but it might affect their outlook for the coming quarter(s). I think GSY found a way to deal with the issue although it had a very significant run down in ‘21/’22 and wondered if it was related and what PRL had or could do to address the issue and what you could bring to the table on that score. I look forward to your reply. Thank you.
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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 Peter: Further to 5i's response to John today, it was stated (I think) that I could sell my shares of RHT trading OTC in U.S. as opposed to gifting them to TD. I tried to do this. The TD rep said I couldn't because RTH or its American equivalent was not trading either.
Publish at your discretion.
Publish at your discretion.
Q: I own SPY but since it is largely influenced by big tech, I am wondering if there is a more equal weight USD ETF that you might suggest that would also represent the stocks in the S&P 500 or similar.
Q: Why the 5% drop in DOO today?
Sheldon
Sheldon
Q: Hi, Could you please provide street estimates for the upcoming quarter. Thank You
- BMO S&P 500 Hedged to CAD Index ETF (ZUE)
- iShares Core S&P 500 Index ETF (CAD-Hedged) (XSP)
- Vanguard S&P 500 Index ETF (CAD-hedged) (VSP)
- Invesco S&P 500 Equal Weight Index ETF (EQL.F)
- ProShares S&P 500 Ex-Technology ETF (SPXT)
Q: Can you please recommend 3 hedged CDN ETFs that follow the S&P 500, but with less % ownership of the 7 high tech companies such as owned by: ZUE, XSP, and VSP? I'm looking for 10% profit over one year including both dividends and capital appreciation.
Q: CSU stock continues to power upwards and everybody seems to love it. This raises the possibility that it is, or will become, overbought. Can you suggest a sell-point and some metrics for determining when my csu holding should be lightened? If lightening, would you do this before or after Q2 report on Aug 7?
Q: I am still down on this ETF. Do you see USA Banks recovering in the short term or should I move on.? It has a good Dividend but I can get that anywhere.
Q: What does the market expect from Topicus on Aug.1st?
Thx
Thx
Q: Hello Peter,
I am wondering if it is best to sell my positions in Lumine Group and Topicus and use the proceeds to beef up my position in Constellation as it seems the subsidiaries are hardly moving and are range bound..Also, can you suggest a few money market funds that i can park my money into.. Much appreciate it
I am wondering if it is best to sell my positions in Lumine Group and Topicus and use the proceeds to beef up my position in Constellation as it seems the subsidiaries are hardly moving and are range bound..Also, can you suggest a few money market funds that i can park my money into.. Much appreciate it
Q: Constellation Software has impressively continued to climb to new 52 week highs. Topicus and Lumine have been pretty stagnant lately. Do you expect some share price action from Topicus and Lumine in the next 6 months?
Q: Is this a good time to initiate a position. If not, what is a good entry price. It will be a long term hold.
Thank you
Thank you
- The Walt Disney Company (DIS)
- Alight Inc. Class A (ALIT)
- DraftKings Inc. (DKNG)
- Celsius Holdings Inc. (CELH)
- JFrog Ltd. (FROG)
- Affirm Holdings Inc. (AFRM)
- Coupang Inc. Class A (CPNG)
- SoFi Technologies Inc. (SOFI)
Q: pleade rank the following list of stocks to sell : SOFI, AFRM, DIS, FROG, CPNG, ALIT, CELH, DKNG. Thanks"
Q: I enjoy reading Howard Marks of Oaktree ; so much common sense dealing with investing.
Do you have favourite authors that you would suggest having themes on investing ?
Thanks . Derek
Do you have favourite authors that you would suggest having themes on investing ?
Thanks . Derek
- Constellation Software Inc. (CSU)
- Dollarama Inc. (DOL)
- Intact Financial Corporation (IFC)
- Celestica Inc. (CLS)
- Thomson Reuters Corporation (TRI)
- Ag Growth International Inc. (AFN)
- goeasy Ltd. (GSY)
- Exchange Income Corporation (EIF)
- ADF Group Inc. Subordinate Voting Shares (DRX)
- GFL Environmental Inc. subordinate voting shares (GFL)
- Topicus.com Inc. (TOI)
- Propel Holdings Inc. (PRL)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Lumine Group Inc. (LMN)
Q: Hi, hold enough EIF that I want to divest and diversify. Looking for high growth over the next 4-5 years, but not as interested in dividends. I also hold a fair bit of CSU and gsy, so am thinking along those lines. What would be a good ranking for the following at today's prices (best to worst), and are there another couple additions you'd suggest? Big thanks!
DOL, BN, CLS, LMN, TOI, DRX, DSG, IFC, TRI, PRL, AFN, GFL.
DOL, BN, CLS, LMN, TOI, DRX, DSG, IFC, TRI, PRL, AFN, GFL.
Q: Hello 5i
Could have your assessment of this company?
I couldn’t find it in your database.
Thank you
Dave
Could have your assessment of this company?
I couldn’t find it in your database.
Thank you
Dave
- lululemon athletica inc. (LULU)
- EQB Inc. (EQB)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Crocs Inc. (CROX)
- Vertiv Holdings LLC Class A (VRT)
- Celsius Holdings Inc. (CELH)
- Propel Holdings Inc. (PRL)
- Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Hi Team,
I was looking at adding to either Bn, PRL , Eqb, or HPS.A. Or possibly a new purchase of Lulu for a recovery play here . Could you please rank these names in order which you would prefer to buy today for long term capital appreciation? If you feel there are better opportunities you prefer buying today ideas would be appreciated . Thanks
Shane
I was looking at adding to either Bn, PRL , Eqb, or HPS.A. Or possibly a new purchase of Lulu for a recovery play here . Could you please rank these names in order which you would prefer to buy today for long term capital appreciation? If you feel there are better opportunities you prefer buying today ideas would be appreciated . Thanks
Shane
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Fortis Inc. (FTS)
- Restaurant Brands International Inc. (QSR)
- Celestica Inc. (CLS)
- Exchange Income Corporation (EIF)
- TerraVest Industries Inc. (TVK)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
Q: I was doing a high level look at my portfolio in terms of recent vs 3, 5, and 10 yr CAGR and saw what I expected from stellar performers like CSU, TRI, WSP, IFC and DSG. What surprised me was seemingly declining longer term performance (ie pre-dating interest rate changes) from FTS, QSR, GIB.A, and EIF. The balance of the portfolio is holding it’s own or is cyclical or I can see a path to renewed growth/performance. Are the four named really lagging or am I looking at the wrong metrics? If you agree they might be considered to be faltering versus past performance can you suggest “growthier” replacements without going too far out the risk scale? Thank you.
Q: You seem somewhat concerned by the low level of cash for Luimine in the recent report and how under capitalized the business is. This along with the high EV/EBITA ratio. So we be concerned?
Thx
Thx
- Microsoft Corporation (MSFT)
- NextEra Energy Inc. (NEE)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
- Constellation Energy Corporation (CEG)
Q: This sentence comes from an Goldman Sachs article. What are some examples of the “Utilities” companies referred to here? ….he sees more room for the AI theme to run and expects AI beneficiaries to broaden out beyond just Nvidia, and particularly to what looks set to be the next big winner: Utilities.