Q: Hi there, do you have any updated thoughts on AER after their recent LOC drawdown and 3 billion fundraising? Is this a company barely holding on, or looking to make deals?
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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: Do you have any updated thoughts on Graftech? Profitability and revenue growth look good on the surface.
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BCE Inc. (BCE)
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Rogers Communications Inc. Class B Non-voting Shares (RCI.B)
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TELUS Corporation (T)
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Shaw Communications Inc. Class B Non-voting Shares (SJR.B)
Q: Hello 5i Team
Comparing Rogers Communications vs Shaw Communications - which is the better company for further growth and increased dividends? RCI-B increased its dividend slightly in 2018 and no previous increases since 2015. SJR-B last increased its dividend in 2016.
I already have equal weight positions in BCE, Shaw and Telus - I am looking for which company I should invest in to reach my desired portfolio percentage in the Communications Sector?
Should I look at the Cogeco family of companies instead of Rogers/Shaw?
Thanks
Comparing Rogers Communications vs Shaw Communications - which is the better company for further growth and increased dividends? RCI-B increased its dividend slightly in 2018 and no previous increases since 2015. SJR-B last increased its dividend in 2016.
I already have equal weight positions in BCE, Shaw and Telus - I am looking for which company I should invest in to reach my desired portfolio percentage in the Communications Sector?
Should I look at the Cogeco family of companies instead of Rogers/Shaw?
Thanks
Q: It looks like PTF is trading at a nice discount to NAV now and they have been buying back some shares. Is this a decent time to buy it? What do you think of it? Thanks
Q: Can you give me your opinion on this company?
Q: Could I get your view on zpay. It is a relatively new ETF under the BMO banner and managed by Larry Bergman.
It looks like it would provide higher steady income with some growth while providing some downside protection.
It looks like it would provide higher steady income with some growth while providing some downside protection.
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Amazon.com Inc. (AMZN)
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Alphabet Inc. (GOOG)
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AbbVie Inc. (ABBV)
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Atlassian Corporation (TEAM)
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Veeva Systems Inc. Class A (VEEV)
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The Trade Desk Inc. (TTD)
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Roku Inc. (ROKU)
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DocuSign Inc. (DOCU)
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Alteryx Inc. Class A (AYX)
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Avalara Inc. (AVLR)
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Fastly Inc. Class A (FSLY)
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CrowdStrike Holdings Inc. (CRWD)
Q: Hi there,
Can you please provide your top 12 US growth stocks, assuming that sector diversification is not a concern?
Thanks!
Can you please provide your top 12 US growth stocks, assuming that sector diversification is not a concern?
Thanks!
Q: Could you please comment on GSI Q3 report released yesterday. My concern would be, company comments in regards to supply chain, where they state the Company has single-sourced manufacturer relationships.
Thanks
Thanks
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BMO Aggregate Bond Index ETF (ZAG)
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Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
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Invesco Emerging Markets Class Series A (AIM2143)
Q: Appreciate your comments on the ETF ZAG and the Mutual Fund AIM2143 Emerging Market Class. If you have a better alternative please recommend it.
Thanks.
Clayton
Thanks.
Clayton
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FLIR Systems Inc. (FLIR)
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Garmin Ltd. (Switzerland) (GRMN)
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Illumina Inc. (ILMN)
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Regeneron Pharmaceuticals Inc. (REGN)
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JPMorgan Chase & Co. (JPM)
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Masimo Corporation (MASI)
Q: Hi Peter, Ryan and Team,
Thank you for the service that you provide, it's been invaluable.
I currently have held JPM for the last few years and it's effectively been a net gain of zero. I think it might be time to move on for a bit and perhaps look to buy back at a later date. We already hold VEEV, AYX, TEAM, DOCU, TTD, NVDA, and QCOM, so I'm looking for a non-tech suggestion as to where to move. I'm hoping that you could provide a list of 2-3 quickly growing large(ish) US companies that ideally are near debt free and meet this criteria.
Thank you again,
Mike
Thank you for the service that you provide, it's been invaluable.
I currently have held JPM for the last few years and it's effectively been a net gain of zero. I think it might be time to move on for a bit and perhaps look to buy back at a later date. We already hold VEEV, AYX, TEAM, DOCU, TTD, NVDA, and QCOM, so I'm looking for a non-tech suggestion as to where to move. I'm hoping that you could provide a list of 2-3 quickly growing large(ish) US companies that ideally are near debt free and meet this criteria.
Thank you again,
Mike
Q: With the recent announcement of Sunrun Inc to buy Vivint Solar, offering a substantial financial gain, would you be inclined to sell today, and wait a month or two with thoughts of repurchasing after the dust settles.
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BMO Canadian Dividend ETF (ZDV)
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Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY)
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CI Canada Quality Dividend Growth Index ETF (DGRC)
Q: Hello:
It seems b/c DGRC is not heavy on Energy and Financials, it has done better than ZDV/VDY.
Going forward, should one add to one's DGRC position or VDY/ZDV. Out look for energy is still bleak, isn't it?
My main aim is to enhance Dividends, get tax credits in our non RRSP portfolio. Safety is always a concern and I presume all of them offer some safety though not 100% as they are all based on stocks after all.
Also how do these ETFS compare with VCIP which I presume will be safer but less tax efficient and less growth?
Thanks for your service.
It seems b/c DGRC is not heavy on Energy and Financials, it has done better than ZDV/VDY.
Going forward, should one add to one's DGRC position or VDY/ZDV. Out look for energy is still bleak, isn't it?
My main aim is to enhance Dividends, get tax credits in our non RRSP portfolio. Safety is always a concern and I presume all of them offer some safety though not 100% as they are all based on stocks after all.
Also how do these ETFS compare with VCIP which I presume will be safer but less tax efficient and less growth?
Thanks for your service.
Q: What is your favorite Gold Company or ETF right now? I bought NGT about 4 months ago and am selling at a loss.
Q: What would be your preference right now between VEEV & TEAM at this moment?
Thanks
Thanks
Q: Hi Group I have AEM,GLD, FNV,GDXJ in my present Gold holdings, that represents 7% of my portfolio. I would like to go to 10% (your thoughts on moving to 10%) .Should I buy another stock or add to one of my present holdings (GDXJ) is my best performer. I am medium risk investor. Appreciate your comments
Q: Pow never seems to get much traction-pays a good dividend-why so not liked
Q: Hi 5i Team:
RE: WFH (Work From Home ETF) from Direxion.
This ETF just came out June 25th .. do not see it in your database.
What is your opinion of the theme of this ETF ?
Would be a satellite holding in my portfolio.
Seems to make a lot of sense in the current COVID-19 environment.
Or could you recommend another ETF or stock that you like the prospects of going forward in this new investing environment ?
Thanks, Steve
RE: WFH (Work From Home ETF) from Direxion.
This ETF just came out June 25th .. do not see it in your database.
What is your opinion of the theme of this ETF ?
Would be a satellite holding in my portfolio.
Seems to make a lot of sense in the current COVID-19 environment.
Or could you recommend another ETF or stock that you like the prospects of going forward in this new investing environment ?
Thanks, Steve
Q: Alvopetro Energy Ltd. have recently commenced natural gas deliveries.
The company is now generating free cash flow that can be reinvested into other growth opportunities.
They have a long-term sales agreement with Bahiagás, the local distribution company for the state of Bahia.
Looks pretty good to me. What is your view ?
The company is now generating free cash flow that can be reinvested into other growth opportunities.
They have a long-term sales agreement with Bahiagás, the local distribution company for the state of Bahia.
Looks pretty good to me. What is your view ?
Q: Looking for a safe place to park my Moms Money. I was thinking about XLB , but the risk reward there is crazy in my view.
The draw down the way i see it was around 26.5% back in March, this to me looks like the Bond Market isn't functioning properly. She currently owns Scotia Innova Income portfolio which pays a distribution of 3% . The draw down in that fund last March was around 8% i believe, this to me not making much sense either when comparing it to XLB
Considering the issues mentioned above, Does purchasing GICs seem rationale to you considering these crazy times.
Thanks !
The draw down the way i see it was around 26.5% back in March, this to me looks like the Bond Market isn't functioning properly. She currently owns Scotia Innova Income portfolio which pays a distribution of 3% . The draw down in that fund last March was around 8% i believe, this to me not making much sense either when comparing it to XLB
Considering the issues mentioned above, Does purchasing GICs seem rationale to you considering these crazy times.
Thanks !
Q: Neo appears to have some momentum (till this last week), strong balance sheet and a dividend north of 4%. Appears to be a bit of a Canadian success story. Is the size problematic in keeping large institution investors away? What is 5i current opinion?
Much appreciated Douglas
Much appreciated Douglas