Q: I am down significantly on VET and thinking about dumping it and moving money into WCP. What are your thoughts?
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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: Trades as SONG In London and HPGSF on TD Ameritrade. A royalty fund with many institutional investors? Your views?
Q: For the long term, which renewable power companies would you suggest for a RRSP and a TFSA?
Q: Hello 5i Team
Now that Sandpiper has reorganized the board of ARTIS, will appoint a new CEO effective January 01, 2020 and will proceed with their 100 day plan, I have the following questions:
1 – Is ARTIS REIT at the current price $10.89 a reasonable price to pay, provided ARTIS/Sandpiper can complete their 100 day plan and hopefully realize Sandpiper’s estimated NAV at $15.40?
2 – Are any of the three outstanding ARTIS preferred units (AX-PR-A, AX-PR-E and AX-PR-I) a better way to play this story?
3 – Any thoughts on other Canadian REITS that could be put into play by activist investors, given most of the undervalued REITs are majority controlled by the parent corporation (Melcor REIT, Morguard REIT etc.).
Thanks
Now that Sandpiper has reorganized the board of ARTIS, will appoint a new CEO effective January 01, 2020 and will proceed with their 100 day plan, I have the following questions:
1 – Is ARTIS REIT at the current price $10.89 a reasonable price to pay, provided ARTIS/Sandpiper can complete their 100 day plan and hopefully realize Sandpiper’s estimated NAV at $15.40?
2 – Are any of the three outstanding ARTIS preferred units (AX-PR-A, AX-PR-E and AX-PR-I) a better way to play this story?
3 – Any thoughts on other Canadian REITS that could be put into play by activist investors, given most of the undervalued REITs are majority controlled by the parent corporation (Melcor REIT, Morguard REIT etc.).
Thanks
Q: what is the forecast EPS for 2021 for xbc well and real? if losses are projected has management forecast a future date when their respective companies might achieve profitably? thanks Richard
Q: I read that GUD would be delisted from S&P/TSX. What would be the reasons? Any suggestion?
- Harvest Healthcare Leaders Income ETF (HHL)
- CI Health Care Giants Covered Call ETF (FHI)
- Evolve Global Healthcare Enhanced Yield Fund (LIFE)
Q: What portion of FHI distribution is return of capital? What would be your order of choice among LIFE; FHI; and HHL ?
- First Trust ISE Cloud Computing Index Fund (SKYY)
- Wisdom Tree Cloud Computing Fund (WCLD)
- Global X Cloud Computing ETF (CLOU)
Q: Hi
The Globe and Mail mentioned potential Cloud investment ideas today. CLOU-Q, WCLD-Q, SKYY and a new Canadian name DATA-T. I currently own Microsoft which gives me some Cloud exposure. I am wondering what your opinion would be to invest in this space?
Kim
The Globe and Mail mentioned potential Cloud investment ideas today. CLOU-Q, WCLD-Q, SKYY and a new Canadian name DATA-T. I currently own Microsoft which gives me some Cloud exposure. I am wondering what your opinion would be to invest in this space?
Kim
Q: Would FSLY and NET benefit from the present and future growth in IOT or is there little connection between them?
Thanks
Thanks
Q: Could you please comment on their outlook and balance sheet? How safe is dividend?
Thanks,
Milan
Thanks,
Milan
Q: Can you comment on any recent insider buying or selling for GUD. E.g. has the CEO bought any large chunks? I am curious if there has been some insider purchasing/selling either before or after the shelf filing. If there has been buying, what do you think are the odds that there might be an acquisition in the works. I bought GUD at $5 and am trying to decide whether to hold, sell, or top up. Because everything else in my portfolio has done so well this year (all fantastic 5i suggestions), GUD has decreased to 1.3% of total holdings.
Q: I recently purchased Qualcomm as it seems to be a frequent recommendation of 5i's.
I'm around the break even point at this time due to its decline on Friday after news came out about Apple making its own chips, replacing those of Qualcomm.
This represents about 11% of their revenue.
Do you still recommend holding the stock or switch to something like Nvidia?
I'm around the break even point at this time due to its decline on Friday after news came out about Apple making its own chips, replacing those of Qualcomm.
This represents about 11% of their revenue.
Do you still recommend holding the stock or switch to something like Nvidia?
Q: QCOM took a big hit Friday. Do you still like QCOM after Apple's plans to develop its own Iphone modem chip? What percentage of QCOM's business is tied to Apple?
Best,
Don
Best,
Don
Q: I have owned GUD for a very long time. I currently have 22,000 shares with a break even cost at 5.35. With Knight to be removed from the TSX by the end of the year what would your advice be?
- BCE Inc. (BCE)
- Enbridge Inc. (ENB)
- Franco-Nevada Corporation (FNV)
- H&R Real Estate Investment Trust (HR.UN)
- Savaria Corporation (SIS)
- iShares Global Real Estate Index ETF (CGR)
- Andrew Peller Limited/Andrew Peller Limitee Class B Voting Shares (ADW.B)
Q: I am looking at reducing the number of holdings that I currently have. Please rate the sell order you would have for the above companies
- Bank of Nova Scotia (The) (BNS)
- Fortis Inc. (FTS)
- Algonquin Power & Utilities Corp. (AQN)
- Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
- Capital Power Corporation (CPX)
- Vanguard Information Technology ETF (VGT)
Q: I plan on adding to the following positions within my TFSA. What would be your order of buying?
- Illumina Inc. (ILMN)
- Pacific Biosciences of California Inc. (PACB)
- Invitae Corporation (NVTA)
- CRISPR Therapeutics AG (CRSP)
- Opko Health Inc. (OPK)
- Unity Biotechnology Inc. (UBX)
- Intellia Therapeutics Inc. (NTLA)
- ARK Genomic Revolution ETF (ARKG)
Q: Hi guys. Would you be able to tell me your ratings on these medical stocks for growth and risk please. It would be a 3 year time frame minimum. Thks again for the great job you do.
- Canadian Western Bank Non-Cumulative 5-Year Rate Reset First Preferred Shares Series 5 (CWB.PR.B)
- Canadian Western Bank 5-year Rate Reset First Preferred Shares Series 9 (CWB.PR.D)
- Enbridge Inc. cumulative redeemable preference shares Series 9 (ENB.PF.A)
Q: Peter and Team:
I realize that preferred shares are not high on your agenda, however,
I would appreciate whatever you could offer as an explanation. The CWB pr.d trades near or above the issue price while the others trade
at a steep discount. I realize it is a minimum rate reset, but there
must be other factors which influence such a disparity in price. Thanks,
Ben.
I realize that preferred shares are not high on your agenda, however,
I would appreciate whatever you could offer as an explanation. The CWB pr.d trades near or above the issue price while the others trade
at a steep discount. I realize it is a minimum rate reset, but there
must be other factors which influence such a disparity in price. Thanks,
Ben.
Q: We are 100% fully of the view that a great company is going to be a good investment, long term, despite whatever the market does.
Re your response above to Antonio.
Thank you, I have over the few years of reading your answers taken this idea to heart and am now much more comfortable with market or company moves.. I sleep well at night and have avoided some emotional market mistakes as a result.
So thank you again and good holiday to everyone.
Peter
Re your response above to Antonio.
Thank you, I have over the few years of reading your answers taken this idea to heart and am now much more comfortable with market or company moves.. I sleep well at night and have avoided some emotional market mistakes as a result.
So thank you again and good holiday to everyone.
Peter
- Apple Inc. (AAPL)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Medtronic plc. (MDT)
- Advanced Micro Devices Inc. (AMD)
- Veeva Systems Inc. Class A (VEEV)
- Unity Software Inc. (U)
Q: I have the above U.S. tech companies thanks to your help.
Medtronics hasn't done much in the past year - should I hang on to it?
Am wondering about purchasing VEEV or Unity Software.
If I were to add to the above positions, in what order would you do this?
Thank you so much for all your valuable help!
Margaret
Medtronics hasn't done much in the past year - should I hang on to it?
Am wondering about purchasing VEEV or Unity Software.
If I were to add to the above positions, in what order would you do this?
Thank you so much for all your valuable help!
Margaret