Q: Kxs has a great run from some $132 in early June to $205 in 8/31,then dropped to current $182.54. My p/p was $174.41 prior to Jun.Thinking of taking profit in light of voliatility,sharp drop in markets in Sep & the negative impact of China's actions & Evergrande.,though Tech is usually good in Q4. Your view please.Thanks for u usual great services & views
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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.
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Realty Income Corporation (O)
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Prologis Inc. (PLD)
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Public Storage (PSA)
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Cencora Inc. (COR)
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Digital Realty Trust Inc. (DLR)
Q: What are your top US REITs?
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BMO Short Corporate Bond Index ETF (ZCS)
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iShares Core Canadian Short Term Bond Index ETF (XSB)
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iShares TIPS Bond ETF (TIP)
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Schwab U.S. Tips ETF (SCHP)
Q: Which of QTIPS vs TIPS would you recommend given fees etc and how the US/CAD dollars would likely move in the event of longer term inflation? Any other bond investments that could provide better income and safety if 10-year yield continues to rise?
Q: Could you explain your thoughts about SPB,why is it not following energy's rise?
Would you be buying here?
Dividend safe?
Any numbers on Brookfield's share in SPB?
Is Brookfield buying more or selling lately?
You think another company would be a better choice and if so which one?
About GH,at what entry price would be a good buying point?
Would you be buying here?
Dividend safe?
Any numbers on Brookfield's share in SPB?
Is Brookfield buying more or selling lately?
You think another company would be a better choice and if so which one?
About GH,at what entry price would be a good buying point?
Q: Requesting your thoughts on the company since I didn't find any recent answers on it. Can you please provide your thoughts on recent financials, amazon (or other contract awards) and finally, would you buy it as 1% of the portfolio as a growth stock ?
Q: What's going on with cpx ever since you upgraded it it has been going down.
Q: Hi 5i,
As part of my continuing education could you explain something for me, and also answer a question re ETFs.?
In looking over DOL I notice that in its last 11 quarters it beat expectations 6 times and missed 5 times. Two days after all 6 of those beats the share price fell, sometimes substantially, and two days after all 5 of those misses the share price rose, sometimes substantially. I've also noticed this same dynamic at work with other companies. It seems counter-intuitive to me and I wonder if there's an explanation that's widely applicable for why the share price would move up on a miss and down on a beat. (Maybe it has to do with 2 days after a quarterly report being too short a period to draw any conclusions from, but if that's the case why would the two day movement be recorded and reported in the first place - by CIBC Investor's Edge in this case?)
And second question - could you identify what you think are the best CDN ETFs holding consumer defensive names?
Thanks,
Peter
As part of my continuing education could you explain something for me, and also answer a question re ETFs.?
In looking over DOL I notice that in its last 11 quarters it beat expectations 6 times and missed 5 times. Two days after all 6 of those beats the share price fell, sometimes substantially, and two days after all 5 of those misses the share price rose, sometimes substantially. I've also noticed this same dynamic at work with other companies. It seems counter-intuitive to me and I wonder if there's an explanation that's widely applicable for why the share price would move up on a miss and down on a beat. (Maybe it has to do with 2 days after a quarterly report being too short a period to draw any conclusions from, but if that's the case why would the two day movement be recorded and reported in the first place - by CIBC Investor's Edge in this case?)
And second question - could you identify what you think are the best CDN ETFs holding consumer defensive names?
Thanks,
Peter
Q: Thoughts on the dramatic drop in share price today....thanks...Vic
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Rio Tinto Plc (RIO)
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VALE S.A. American Depositary Shares Each Representing one (VALE)
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BHP Group Ltd. (BHP)
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Sibanye Stillwater Limited - ADR (SBSW)
Q: Hello. Can I please get your comments on these companies as to commodity exposure mix, valuation, growth and dividend safety/payout details?
How would you rank if one was looking to buy all or some?
Deduct points as appropriate. Look forward to your comments. Thank you.
How would you rank if one was looking to buy all or some?
Deduct points as appropriate. Look forward to your comments. Thank you.
Q: Nasdaq is down again today (Monday) after a period of many down days. Sentiment right now is poor. Can you provide insight on what is happening and when and how this will reverse trend? Is this a time to be buying or sitting tight and waiting for things to start to turn?
Q: Could you tell me when Apps reports next, what you expect earnings will be and outlook for the future. Thanks.
Q: Hi 5i,
If a Canadian stock trades on a US Exchange, are the dividends paid out in US$? If so are there any withholding taxes.
Thanks for all the great work. Ivan
If a Canadian stock trades on a US Exchange, are the dividends paid out in US$? If so are there any withholding taxes.
Thanks for all the great work. Ivan
Q: Peter; BIR seems out of step with the oil/gas sector this am- any news or developments you see? Thanks.Rod
Q: I've held LWRK (previously MSI) for a couple of years in my cash account and am up some 46% (but down from a high of 65%). The company has been struggling of late - due, I suspect, to its recent rebranding and the general market downturn. If this were in a registered account, I would have kicked it to the curb already. The only thing stopping me is my reluctance to pay capital gains. When do you see LWRK's performance improving and what factors will influence this? Hang onto it...or move on and pay the tax? Your advice appreciated. Thank you.
Q: What is your current opinion on Curiosity, looking for more recent thoughts last post march this year?
Q: Could I get your thoughts on SNN in terms of risk and potential for growth? its valuation seems good but I wonder if it might be a value trap.
thanks
thanks
Q: Crowdstrike seems to be very volitile as late. Almost every day the stock opens and falls about 5%, then spends the rest of the day recovering. I don't see too many other major companies with this type of trading profile. Your comments would be appreciated.
Q: Hi Guys,
Can I please get an update on your opinion of Canacol Energy (CNE). Seems to be breaking out, buying back shares and paying a nice 6% dividend yield. Is the dividend sustainable?
Thanks
Dave
Can I please get an update on your opinion of Canacol Energy (CNE). Seems to be breaking out, buying back shares and paying a nice 6% dividend yield. Is the dividend sustainable?
Thanks
Dave
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Freeport-McMoRan Inc. (FCX)
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Mosaic Company (The) (MOS)
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Waste Management Inc. (WM)
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Canadian Natural Resources Limited (CNQ)
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WSP Global Inc. (WSP)
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Lundin Mining Corporation (LUN)
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Agnico Eagle Mines Limited (AEM)
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Stelco Holdings Inc. (STLC)
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Nutrien Ltd. (NTR)
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Reliance Inc. (RS)
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Trane Technologies plc (TT)
Q: What are your top Canadian and US investment ideas foe times of rising inflation?
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INVESCO QQQ Trust (QQQ)
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Dynamic Active Global Dividend ETF (DXG)
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Dynamic Active Global Financial Services ETF (DXF)
Q: If you owned Dynamic American 041 would you be inclined to replace it with the ETF equivalent… We understand that Mr Fingold manages an ETF but can’t find an exact proxy …
What do you think of DXF or
DXG
What do you think of DXF or
DXG