Q: I would appreciate your assessment of Athabasca's recent quarter. The 8 year tax exemption and approximately 100 year oil reserve life reported must be unusual when compared to other oil companies. Thanks 5i
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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.
- Canadian National Railway Company (CNR)
- Canadian Pacific Kansas City Limited (CP)
- Toromont Industries Ltd. (TIH)
- TFI International Inc. (TFII)
Q: From reading your recent answers, you like these 4 companies (CNR, CP, TFII and TIH). Would you please rank these 4 companies for growth and rank them again for dividend growth. Which two companies would be your favorite for a combination of growth and dividends for a 5+ year hold? If you can give a brief explanation for the reason(s) over the other 2 companies? Thank you.
- Park Lawn Corporation (PLC)
- AT&T Inc. (T)
- Brookfield Renewable Partners L.P. (BEP.UN)
- BCE Inc. (BCE)
Q: Hello team,
I have all four of these in my income portfolio. The telco's for the divs and Park Lawn and BEP for income and growth. All four are down substantially (20-30%) from purchase in fall of 2022. The news out on BCE is less than flattering, while there has not beeen much on PLC. The other two I assume are biding their time, and should/might rerate with a drop in interest rates. I am a long term buy and hold and am quite satisfied with the income aspect of my portfolio, but my finger keeps getting itchy each time I see a drop in SP, for no reason at all.
My question is, will these Companies need rate cuts in order to rerate, or is their business that bad that their SP continues to stagnate. I know the other shoe about the economy improving, but that applies to all stocks, and have taken that into consideration.
Thanks for the service, I'd be lost without it. My former finacial advisor, not such a big fan!
I have all four of these in my income portfolio. The telco's for the divs and Park Lawn and BEP for income and growth. All four are down substantially (20-30%) from purchase in fall of 2022. The news out on BCE is less than flattering, while there has not beeen much on PLC. The other two I assume are biding their time, and should/might rerate with a drop in interest rates. I am a long term buy and hold and am quite satisfied with the income aspect of my portfolio, but my finger keeps getting itchy each time I see a drop in SP, for no reason at all.
My question is, will these Companies need rate cuts in order to rerate, or is their business that bad that their SP continues to stagnate. I know the other shoe about the economy improving, but that applies to all stocks, and have taken that into consideration.
Thanks for the service, I'd be lost without it. My former finacial advisor, not such a big fan!
- XPO Inc. (XPO)
- e.l.f. Beauty Inc. (ELF)
- Kinsale Capital Group Inc. (KNSL)
- Saia Inc. (SAIA)
- Medpace Holdings Inc. (MEDP)
- Advanced Drainage Systems Inc. (WMS)
- TopBuild Corp. (BLD)
- Onto Innovation Inc. (ONTO)
- Celsius Holdings Inc. (CELH)
Q: Hi, this is a group of the top S&P performers for the last five years. Although I don't know what the next few months will bring, the first year after a general US election is normally very bullish. Still I'm nervous buying anything that's gone up so much. Can you pick 4 of these choices you think still have long term growth potential without insane volatility?
Q: Would you suggest an ETF for US-Midcap only (in $USD and/or $CDN).
I already have VB for SmallCap, TDB3093 for MidCap, SPY and QQQ. Too much overlap? Thanks.
I already have VB for SmallCap, TDB3093 for MidCap, SPY and QQQ. Too much overlap? Thanks.
Q: Can you explain the pop in Harley Davidson these last couple of days?
Chris M.
Chris M.
Q: Updated opinion please on GDI, earnings were light again. Still positive on their outlook going forward?
Q: Hello! I currently have enough funds to invest in a single stock within my TFSA. I’m considering two options: LMN and HPS.A. Could you please provide your insights on which one I should purchase first? Additionally, I’m curious about their growth potential in the future. Are either of these stocks considered potential “10-baggers”? Your guidance would be greatly appreciated. Thank you! 🌟
- iShares S&P/TSX Capped Materials Index ETF (XMA)
- Vanguard Materials ETF (VAW)
- Materials Select Sector SPDR (XLB)
Q: What would be your top ETF picks in the materials sector, either US or Canada?
Thanks.
Thanks.
Q: Utilities generally continue to take it on the chin. I realize- high capital, prolonged elevated rates etc. is this a good time to add to stakes here or not? Is this part of a longer term concern?
Q: What would be your 2 or 3 top picks in your Growth Portfolio right now?
Thanks
Thanks
Q: Hi Team,
LNN as I had somewhat feared has taken a huge hit with the preferred share set up. Same thing was done with the Toi spin off and it took over a year to recover from. This to me is managements payday for doing the spin offs . They paid themselves these shares it seems to me . Question is do you think the preferred share deals with Toi and now LMN were a bit greedy or excessive on managements part . LMN seems to be a large hit worth over half of the companies market cap. Will take a long time to recoup that amount of cash at today’s free cash flow rates . This all being said ; analysts must have known about this yet the stock had previously run up anyways . Comments of any concern please .
Thanks ,
Shane
LNN as I had somewhat feared has taken a huge hit with the preferred share set up. Same thing was done with the Toi spin off and it took over a year to recover from. This to me is managements payday for doing the spin offs . They paid themselves these shares it seems to me . Question is do you think the preferred share deals with Toi and now LMN were a bit greedy or excessive on managements part . LMN seems to be a large hit worth over half of the companies market cap. Will take a long time to recoup that amount of cash at today’s free cash flow rates . This all being said ; analysts must have known about this yet the stock had previously run up anyways . Comments of any concern please .
Thanks ,
Shane
Q: Hi 5i, pls comment on CRMs results. Now that both NOW and CRM have released, if you had to pick one base on future outlook, current valuation, which one would you choose? Thx.
Q: Please comment on BDGI-T 2023 forth quarter and annual financial results. Thank you.
Q: Are these good buying opportunities,thanks
Q: Thoughts on this company? Thank You
- Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
- Granite Real Estate Investment Trust (GRT.UN)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: I have a few REITs in my portfolio for income. The income has been consistent so far.
Why has the sector dropped so much in value? What conditions need to exist for them to recover their value.
Is the income at risk of decreasing?
Why has the sector dropped so much in value? What conditions need to exist for them to recover their value.
Is the income at risk of decreasing?
Q: Can you please give me an updated opinion of WELL, thanks.
- Constellation Software Inc. (CSU)
- WSP Global Inc. (WSP)
- Celestica Inc. (CLS)
- Descartes Systems Group Inc. (The) (DSG)
- Toromont Industries Ltd. (TIH)
- TFI International Inc. (TFII)
- ATS Corporation (ATS)
- Thomson Reuters Corporation (TRI)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Lumine Group Inc. (LMN)
Q: Please provide me with your 5 of your best Industrial companies and Tech companies
- MARA Holdings Inc. (MARA)
- Riot Platforms Inc. (RIOT)
- Iris Energy Limited (IREN)
- CleanSpark Inc. (CLSK)
Q: Hello Peter,
While Bitcoin has been on a tear the past week, stocks like MARA,RIOT,CLSK,IREN have been trending down. When one looks at the graph, the negative co-relation is baffling.
What in your opinion is going on? Is this a buying opportunity or there will be better one when Bitcoin takes a pause and consolidates.
You do not think the stocks are a sell do you?
Regards.
Rajiv
While Bitcoin has been on a tear the past week, stocks like MARA,RIOT,CLSK,IREN have been trending down. When one looks at the graph, the negative co-relation is baffling.
What in your opinion is going on? Is this a buying opportunity or there will be better one when Bitcoin takes a pause and consolidates.
You do not think the stocks are a sell do you?
Regards.
Rajiv