Q: Hi Peter/Ryan, I've held CPG since 2012 where I bought it at 40 (don't know why I held on this long) and am now almost at my adjusted cost of 5.98. If I hit this target would you suggest selling and put the money elsewhere or holding on a bit longer, I don't think its going to get to 8 or 10 bucks (or am I wrong) because of the SU deal. I would hate to ride it back down if oil sells off. Thanks, as always you guys are a great help.
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Please comment on the latest q.
Would you add at this point if less then full position?
Would you add at this point if less then full position?
Q: May I please have your comments on Tdoc’s earnings today? It looks like a solid beat but alas the stock is down on lower guidance. I’m into it near the all time high. Looks like I will be holding it awhile at a loss. Thanks.
Q: Telus has fallen off by 6-8%. Anything changed in its outlook? Would you be adding to your position here of moving to greener pasteurs?
Q: CTC is down about 10% since its earnings announcement. What is your outlook? Buy Hold or Sell?
Q: Hello, Is there any controversy on Cathie Woods ARK etfs? I own some ARKK and ARKG.. is there any need for concern? Cramer was saying she should close her fund.. but I am not sure if the context..Thanks. Shyam
- RioCan Real Estate Investment Trust (REI.UN)
- H&R Real Estate Investment Trust (HR.UN)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: Your most recent answers to questions about HR.UN and REI.UN indicate that you don't favour them and that they do not need to be owned, suggesting DIR.UN instead, among others. So a few days ago I replaced HR.UN with DIR.UN, and ever since, both
REI and HR have been shooting up while DIR languishes. Today alone they are up over 5% and 4% respectively. Can you explain what's happening here?
REI and HR have been shooting up while DIR languishes. Today alone they are up over 5% and 4% respectively. Can you explain what's happening here?
Q: Retired, dividend-income investor. Is NWC one of the stocks that is a source of capital to invest in growthier names and the reason for the recent drop? I trim-add around a core position. At what level would you top-up?
Thanks...Steve
Thanks...Steve
- Costco Wholesale Corporation (COST)
- AbbVie Inc. (ABBV)
- Hess Corporation (HES)
- Lockheed Martin Corporation (LMT)
- Merck & Company Inc. (MRK)
- Pfizer Inc. (PFE)
- Reliance Inc. (RS)
- Jacobs Solutions Inc. (J)
Q: Could you list a few companies (in Canada/ U.S.A) from each sector that may benefit if inflation catches hold and supercedes target rates set by their central banks?
Art
Art
Q: Why would DND currently trading at such a low price below its bought deal price of $50.50 (say around $43 at this moment, or a 15% discount)? What would the underwriters do to "salvage" this deal?
Thanks
Thanks
- iShares Core MSCI All Country World ex Canada Index ETF (XAW)
- Vanguard FTSE Developed All Cap ex North America Index ETF (VIU)
- Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
- Vanguard U.S. Total Market Index ETF (VUN)
- ARK Innovation ETF (ARKK)
- TD Global Technology Leaders Index ETF (TEC)
Q: I recently borrowed from my HELOC to top up our TFSAs. I'm thinking of potentially keeping it simple and going TEC + XAW (40/60 split). This would give me quite a bit of US exposure but thought of bumping up US exposure. Would it make sense to instead buy VUN + VIU + VEE in a 70/23/7 split instead of XAW which has a lower US allocation? Do you think US equities will continue to outperform world over 10+ year horizon?
Also thinking instead of the 40% allocation in TEC, should I take a small position in ARKK or other ARK funds? Maybe 30% TEC, 10% ARKK? I feel like many of the names in ARKK fund are priced to perfection. Thanks
Also thinking instead of the 40% allocation in TEC, should I take a small position in ARKK or other ARK funds? Maybe 30% TEC, 10% ARKK? I feel like many of the names in ARKK fund are priced to perfection. Thanks
Q: I currently have full positions in Nvidia and Guardant. Would you make any changes based on their latest quarter and forecasts?
Thank you
Thank you
Q: Retired, dividend-income investor who trims and adds around mostly full 4-5% positions. I own AQN, FTS. With the drop, due to Texas among other factors, how much is already baked into their stock positions? I am ready to top up Fortis now that it has dropped to < $50. What does your crystal ball say? Add or wait a little longer? I know it is a timing question. I just didn't want to jump in and catch a falling knife if you thought their might be a bit more downside.
Thanks...Steve
Thanks...Steve
Q: Can you provide your view on this stock.
Q: Hello 5i,
Exchange Income Corp (EIF) has grown its dividend consistently over the past 5 years. How stable is the company? What is the payout ratio?
Have you had this in the income portfolio since the portfolio's inception?
Andrew
Exchange Income Corp (EIF) has grown its dividend consistently over the past 5 years. How stable is the company? What is the payout ratio?
Have you had this in the income portfolio since the portfolio's inception?
Andrew
Q: Do you have a pet related security you can recommend?
IMN
IMN
- Coca-Cola Company (The) (KO)
- Procter & Gamble Company (The) (PG)
- Energy Transfer LP (ET)
- Brookfield Infrastructure Partners LP Limited Partnership Units (BIP)
Q: I "discovered" today that ET dividend was reduced of 37% in my RRSP since it is a US LP (limited partnership).Is BIP " LP" In my RRSP taxed the same way ? I guess and hope not, since it is not a "US LP" .I sold ET to Buy KO+PG instead ,at least no more tax on dividends and more stability ! thanks all for points of vue .
Q: What are your thoughts on BAYTEX ENERGY (BTE) at current prices and going forward? Year end results were released Feb 24, 2021, and it appears as though there were no production surprises, and they have partially hedged their 2021 production with price protection at $45 with upside to 52/bbl. Do you have a price target at current prices? What if we see sustained oil prices at $60-65 or even further bullish (some calling for $80+). Are their names 5i prefers in its place, or are you satisfied with a HOLD on this going forward?
Q: I apologize to be asking about a U.S. company but wondered if you might know anything about this one? Looks like growth is good and it has skookum momentum. It would just be a small position or should I just add to my small PLTR holding? Thank you.
- Sangoma Technologies Corporation (STC)
- Questor Technology Inc. (QST)
- Enghouse Systems Limited (ENGH)
- Kinaxis Inc. (KXS)
- Xebec Adsorption Inc. (XBC)
- WELL Health Technologies Corp. (WELL)
- Dye & Durham Limited (DND)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- Topicus.com Inc. (TOI)
Q: Hello,
I have new money to allocate. Which ones of these are your favorites for 5 year + hold notwithstanding they have different risk profile and in different sectors (best overall risk / reward. I am underweight small cap). I already own KXS and ENGH but i could add to existing positions. Thank you!
I have new money to allocate. Which ones of these are your favorites for 5 year + hold notwithstanding they have different risk profile and in different sectors (best overall risk / reward. I am underweight small cap). I already own KXS and ENGH but i could add to existing positions. Thank you!