Q: I'm interested in companies with very strong balance sheets and good potential future growth. Could you please list your top two picks for each sectors of the Canadian market and for sectors of the US market? Thanks so much.
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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: Northview Apartment REIT is currently being purchased by Startlight Group at a price of $36.25 per trust unit. Why is the stock trading at $33.45? Is there concern the deal will not close?
Q: With an outlook that there is substantially more downside risk than upside potential in the markets, does it make sense to set up some pairs trades to reduce market risk. I don't short stocks, so I was thinking to use bull and bear ETF's. I had in mind (1) long NASDAQ (QQQ) / short Russell (RWM) and (2) long Investment Grade Bonds (LQD) / short High Yield (SJB). First of all, what do you think of the strategy and second, do my selections seems reasonable? Thanks for your valued advice.
- Apple Inc. (AAPL)
- Atlassian Corporation (TEAM)
- Veeva Systems Inc. Class A (VEEV)
- DocuSign Inc. (DOCU)
Q: I have $9000 US to add to a US margin account. I have 4 names in mind as noted above which one you think has more share price appreciation, could you please rank them? Thanks.
Q: With my holdings of Tech and Health Care at close to 20% each and a feeling that Financials (banks) and Industrials will be in a holding pattern for a while what do you think of a 2-3% holding in MCO at this time?
Thanks
Thanks
- Atlassian Corporation (TEAM)
- Twilio Inc. Class A (TWLO)
- Check Point Software Technologies Ltd. (CHKP)
- Rapid7 Inc. (RPD)
- DocuSign Inc. (DOCU)
- Zoom Video Communications Inc. (ZM)
- Fastly Inc. Class A (FSLY)
- CrowdStrike Holdings Inc. (CRWD)
- Slack Technologies Inc. Class A (WORK)
Q: Hi , as you mentioned future trend of people staying home and work and boss wants to monitor work. Would you suggest companies that involve in this ? Thanks.
Q: Fi you could only own one of COR or DLR, which would it be ?
Thanks ! Stay safe !
Dave
Thanks ! Stay safe !
Dave
Q: LSPD's business is focussed on small-medium sized retailers, restaurants and the hospitality industry. These are amongst the worst sectors in the economy and may be permanently impaired. Does this not change the investing thesis for LSPD? Is this not a case of sell now and consider buying at a potentially higher price down the road if they can confirm that growth has returned or at least stabilized?
Q: Shandong Gold, a Chinese Gold company, recently bought TMAC Resources which has an interest in Hope Bay project. This may be a small deal but does the 5I Team know if the Canadian Government has any measures currently in place to protect our vulnerable Canadian corporations in weak sectors like energy from foreign predators.
Thank You
Clarence
Thank You
Clarence
- Manulife Financial Corporation (MFC)
- Home Capital Group Inc. (HCG)
- Tricon Residential Inc. (TCN)
- Western Forest Products Inc. (WEF)
- Thomson Reuters Corporation (TRI)
- Leon's Furniture Limited (LNF)
Q: Hello Peter and Team,
I currently have 50K ready to be invested in the market. I am looking for capital gain in the next 24 months. Above stocks have been hammered and did not fully recover yet. Agree that they are in different sectors, my portfolio is otherwise diversified.
Could you give me your expert opinion and prioritize your choices if any from the above.
I always value your opinion
Raouf
I currently have 50K ready to be invested in the market. I am looking for capital gain in the next 24 months. Above stocks have been hammered and did not fully recover yet. Agree that they are in different sectors, my portfolio is otherwise diversified.
Could you give me your expert opinion and prioritize your choices if any from the above.
I always value your opinion
Raouf
Q: Hello and thank you for the great recommendations. I just wanted your opinion and analysis on Superior Plus Corp. The dividend is high and seems safe. They seem to also have some kind of a monopoly in the space and I’m interested in the upside potential. I am interested in getting in at the 9$ level and average down if possible. Thank you!
Q: Hello Peter and team,
What is your opinion at current levels for near to mid term? There was a significant price movement today and is it correct to attribute to the price movement in copper alone?
Regards
What is your opinion at current levels for near to mid term? There was a significant price movement today and is it correct to attribute to the price movement in copper alone?
Regards
Q: Thoughts on the CSU announcement?
Q: My portfolio is (happily and puposefully) tech skewed. As NVDA is more volatile than most tech stocks, at what percentage would you suggest keeping it below in light of its recent run.
Thanks for all your insight.
Mark
Thanks for all your insight.
Mark
Q: I assume when ranking return potential and risks with one of your answers today ..,LSPD is highest risk and GUD is lowest risk. Please clarify.
“ Return: LSPD, REAL, GUD, SLF Risk: LSPD, REAL, SLF, GUD”
“ Return: LSPD, REAL, GUD, SLF Risk: LSPD, REAL, SLF, GUD”
Q: I hold full positions in ENB and TRP, which I deem as utilities based on their function as transportation of energy products rather than exploration/development. I have been looking at AQN for a while now, and I am debating on selling one of ENB or TRP to start a position. ENB has taken a fair hit in the last couple of months, but it pays a strong dividend, and as far as I am aware, is still committed to increasing its dividend over the next couple of years. TRP is a solid company and steady performer, which is why I am somewhat reticent to make a switch. AQN could potentially offer more growth, but ENB and TRP are known commodities. The dividend yields between AQN and TRP are quite similar, with the yield of ENB being much higher, but if AQN is poised for greater growth, which, of course, is a big "if", I would be willing to forego a higher yield for greater growth. Would AQN act as a better holding than either ENB or TRP?
Q: Seems that real is making a big run here. If you had to purchase 1 of these companies for growth moving foward which one would you recommend at this time. Thank you
Q: Concerning competition to SHOP, FB has also said the following
on the Twitter page. Is FB still a competitor or a partner?
We're working with partners like
Shopify
cedcommerce
, Cafe24, Tienda Nube and Feedonomics
so small businesses can get the help they need to run their businesses digitally
on the Twitter page. Is FB still a competitor or a partner?
We're working with partners like
Shopify
cedcommerce
, Cafe24, Tienda Nube and Feedonomics
so small businesses can get the help they need to run their businesses digitally
Q: If you were going to make a small risky investment (gamble) in the cruise line business what stock would you pick? Also what are your thoughts on that industry going forward?
Marse
Marse
Q: I find it interesting that the SAudis would take a position in Suncor and CNQ as disclosed in the Globe on the weekend. I was thinking the Saudis would like these companies to disapear. Thoughts. Thx