Q: Thoughts on the quarter please. Is their 5% profit margin sustainable in the future?
thank you
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: Hello. Would you be more optimistic about CTS after their 2Q results? Also being named as a top fast growth company? I am considering adding to my position. Thank you.
Q: Good morning in your opinion would this be a good entry point as it has been down and trading sideways thank you
Q: good morning,
I have been reading that RY and TD are more full valued at present than are BNS, CM and BMO. I own all five banks and am wondering if its a good idea to sell RY and TD and buy one or more of the other three banks. If this makes sense to you, which bank(s) would I buy, in order of preference.
as always, your advice is appreciated.
I have been reading that RY and TD are more full valued at present than are BNS, CM and BMO. I own all five banks and am wondering if its a good idea to sell RY and TD and buy one or more of the other three banks. If this makes sense to you, which bank(s) would I buy, in order of preference.
as always, your advice is appreciated.
Q: These two companies have either raised money recently or did a shelf prospectus in anticipation I think of raising money?
Could these two companies be in play to he bought out or are they mainly interested in growing their companies? Which company could be interested in buying them?
Could these two companies be in play to he bought out or are they mainly interested in growing their companies? Which company could be interested in buying them?
Q: Good morning 5i folks. Apparently, I've fallen behind on my financial acronym homework . I guess I need to bone up.
Can you enlighten me as to what constitutes a SPAC ?
Thanks, David
Can you enlighten me as to what constitutes a SPAC ?
Thanks, David
Q: thanks for the recent risk ratings answers for US stocks....I use the information to set my target weights.
and I want to mention this is one thing I struggle with, like how to set target weights for each stock in a portfolio.
yes, I know for a blue chip stock, the weight could be 4 or 5% and for smaller cap stocks, like 2%......but really in setting the target weights, I'm in the dark!!!
with this in mind, perhaps you could keyboard your thoughts on what the process is or key factors are.......anyhow, thanks!......Tom
and I want to mention this is one thing I struggle with, like how to set target weights for each stock in a portfolio.
yes, I know for a blue chip stock, the weight could be 4 or 5% and for smaller cap stocks, like 2%......but really in setting the target weights, I'm in the dark!!!
with this in mind, perhaps you could keyboard your thoughts on what the process is or key factors are.......anyhow, thanks!......Tom
Q: With the pending vaccine and inoculations to come, just wondering if you may have a lead on a syringe manufacturer? It may be a good investment direction to consider. Thanks
Dennis
Dennis
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Brookfield Renewable Partners L.P. (BEP.UN)
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Brookfield Renewable Corporation Class A Subordinate (BEPC)
Q: After the reorganization of BEP.UN, I hold over 8% (for all 3) in a RRIF.
Is it worth trimming down to 1 or 2 of these and which would be better for long term hold in a RIFF?
The portfolio is otherwise fairly balanced but leaning overweight in financials and solid Dividend payers.
Thanks for the continuing advice!
Peter
Is it worth trimming down to 1 or 2 of these and which would be better for long term hold in a RIFF?
The portfolio is otherwise fairly balanced but leaning overweight in financials and solid Dividend payers.
Thanks for the continuing advice!
Peter
Q: Hi Team
BNTX seems to be tanking with lots of positive news for vaccines.
Do you still consider this a good hold until at least year end ?
I hold in registered accounts so cap loss / gain is not an issue.
Thanks, Peter
BNTX seems to be tanking with lots of positive news for vaccines.
Do you still consider this a good hold until at least year end ?
I hold in registered accounts so cap loss / gain is not an issue.
Thanks, Peter
Q: Are there canadian public companies involved in work from home ?
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BRP Inc. Subordinate Voting Shares (DOO)
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Vail Resorts Inc. (MTN)
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Polaris Inc. (PII)
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Columbia Sportswear Company (COLM)
Q: what is your take on stocks that look good for recovery plays in the US?.....asking this because I read your take on those in Canada.
Q: What are your thought on this company, its market advantage and would you recommend a small position for a long-term hold.
Q: In the past you have noted that CSU is one of the best managed companies in Canada and there can be no argument there. Are they getting tired? In round terms CSU is up 20% in the past 1 year while ENGH is up 100%. Is it time for me to get off the CSU horse which has served me well. What would be your recommended replacement if yes please? Dam Dan
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Photon Control Inc. (PHO)
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Veeva Systems Inc. Class A (VEEV)
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The Trade Desk Inc. (TTD)
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WELL Health Technologies Corp. (WELL)
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DocuSign Inc. (DOCU)
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Alteryx Inc. Class A (AYX)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: My 27 yo son has just had $36k CAD deposited into his LIRA. His portfolio is reasonably balanced, so don't let sector influence your response. I intend to convert some or all of it into USD using Norberts. I would like to invest in 3 or 4 stocks that in 30 - 35 years will be like investing in Apple 30 years ago. Plse give me some names to consider.
Q: Sandstorm Gold seems to be not performing as well as other royalty firms...
are you aware of any reason for this? Do you have a favorite royalty company?
and what might be your strongest precious metal stock?
Ed in Montreal
are you aware of any reason for this? Do you have a favorite royalty company?
and what might be your strongest precious metal stock?
Ed in Montreal
Q: I follow your balanced portfolio. I am looking to sell bns for a company that has a good dividend and growth potential. Your suggestions please.
T Steven.
T Steven.
Q: What do you think of Innovation as a new sector? Here is a quote from a white paper published by Ark Funds:
"Based on our analysis presented in this paper, we believe innovation should be considered as a strategic allocation, if not a sub-asset class, in global public equity portfolios, much as emerging markets have evolved during the last 40 years. In our ever-changing world, as industries are disintermediated or displaced, and lifespans of companies shorten, investors should capitalize on alternative sources of growth by rethinking traditional asset allocation. Specifically, we think investors should ask themselves whether they sufficiently have incorporated disruptive innovation into their portfolio construction." From https://arkinv.st/3lJMsrl
"Based on our analysis presented in this paper, we believe innovation should be considered as a strategic allocation, if not a sub-asset class, in global public equity portfolios, much as emerging markets have evolved during the last 40 years. In our ever-changing world, as industries are disintermediated or displaced, and lifespans of companies shorten, investors should capitalize on alternative sources of growth by rethinking traditional asset allocation. Specifically, we think investors should ask themselves whether they sufficiently have incorporated disruptive innovation into their portfolio construction." From https://arkinv.st/3lJMsrl
Q: Good day. If I have 1000 shares of company ABC, 200 in one account and 800 in another account, can I just sell the 800 in one account, wait the 30 days and then buy back the 800 after the 30 day period? Tx
Q: Hi All,
With the help of 5i research, my portfolio was well diversified and full of strong named well positioned to withstand the pandemic. The two exceptions were small positions in AC (which I fortunately sold half of @ $45/share) and CAE. Would you hold these depressed names in the hopes of a news based pop or move the immaterial amount of capital into stronger names for the next few years? If the latter, any suggested replacement names? (Please feel free to deduct multiple credits here as i rexognize i asked two questions)
With the help of 5i research, my portfolio was well diversified and full of strong named well positioned to withstand the pandemic. The two exceptions were small positions in AC (which I fortunately sold half of @ $45/share) and CAE. Would you hold these depressed names in the hopes of a news based pop or move the immaterial amount of capital into stronger names for the next few years? If the latter, any suggested replacement names? (Please feel free to deduct multiple credits here as i rexognize i asked two questions)