Q: I have been beaten up badly with this stock. Assuming I want continued general exposure to the REIT market would you cut ties and move onto something else such as ZRE.TO to reduce some risk but maintain exposure?
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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: Thank you for your excellent covid report.
Of the 20 stocks reported, can you provide and rank your top 10 favourites I. Terms of risk/ reward, for a risk tolerant investor.
Thank you
Of the 20 stocks reported, can you provide and rank your top 10 favourites I. Terms of risk/ reward, for a risk tolerant investor.
Thank you
Q: Do you think that dividend is safe this one of my core holds
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Brookfield Infrastructure Partners L.P. (BIP.UN)
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Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC)
Q: Good day, 5i. I was given a small # of shares of BIPC by their spinoff; also have shares of BIP.UN. If I consolidate these shares in a Canadian RIF, which way should I go - all BIPC or all BIP.UN? Are their any advantages either way?
Q: Good day,
Torstar has about 75 million in cash and no debt after a recent sale of a building in Hamilton. It has huge losses to carry forward, it owns 50% of Vertical scope which it paid about 200 million a few years and other small assets. I believe it is also getting some help from the government and the family trust must not be happy with no monthly dividends. At 26 million market cap it appears like its grossly undervalued and a possible takeover target by Fairfax Financial which owns about 40 % of the Class B be shares. What is your view of this scenario and the stock today?
Thanks,
George
Torstar has about 75 million in cash and no debt after a recent sale of a building in Hamilton. It has huge losses to carry forward, it owns 50% of Vertical scope which it paid about 200 million a few years and other small assets. I believe it is also getting some help from the government and the family trust must not be happy with no monthly dividends. At 26 million market cap it appears like its grossly undervalued and a possible takeover target by Fairfax Financial which owns about 40 % of the Class B be shares. What is your view of this scenario and the stock today?
Thanks,
George
Q: Hello,
Now a stand alone company. Seems to be recession proof and have huge barriers to entry and limited competition. What is you opinion on this company? Is it very recession proof? Would you buy it here? What is your target price?
Now a stand alone company. Seems to be recession proof and have huge barriers to entry and limited competition. What is you opinion on this company? Is it very recession proof? Would you buy it here? What is your target price?
Q: I own a pico cap stock (vitreous glass). Underwater about 60%. Small position. Think it’s alright to hold on?
Q: Good day,
FIT was purchased by google for $7.35 in Nov 2019, now its 5 months later and the price is inching up the last few weeks to $6.80 . Without any bad news of change of plans over 5 months is the risk to hold it now much less then a few months ago?
Thanks,
George
FIT was purchased by google for $7.35 in Nov 2019, now its 5 months later and the price is inching up the last few weeks to $6.80 . Without any bad news of change of plans over 5 months is the risk to hold it now much less then a few months ago?
Thanks,
George
Q: PEO is up 9% on good volume today. Are you aware of anything to account for this?
Thanks
John
Thanks
John
Q: Peter and His Wonder Team
KOSS has spiked over 150% today and I do not know why.
Is there anything on the wire? Your thoughts please!
Thank you!
KOSS has spiked over 150% today and I do not know why.
Is there anything on the wire? Your thoughts please!
Thank you!
Q: Which of the big Canadian banks would have the most exposure to oil and gas companies?
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StorageVault Canada Inc. (SVI)
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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FirstService Corporation (FSV)
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Tricon Residential Inc. (TCN)
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European Residential Real Estate Investment Trust (ERE.UN)
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BSR Real Estate Investment Trust (HOM.UN)
Q: Which 4 of the 6 Reits would you buy at current levels? Please rank your choices.
Thanks
Thanks
Q: Hello 5i Team
My wife and I are looking at our investments, and although we rode the market right down with the majority of people, we are not looking to spend anything/withdraw any time soon. We are young professionals in our mid thirties with two young kids, so lots of time for our RRSPs/TFSAs to bounce back.
Do you think this is a good time to leverage to get further into the market? I'm thinking that we can borrow $50k on a HELOC and get some solid stocks at a steal. Earn some dividends and get some quick capital appreciation, with the expectation of selling off and recovering the cash by the end of the year.
Looking at perhaps going 1/3 each to things like CAE, RUS, and RBC. I'm new to making my own decisions on investments. Is this an absurd idea? Let me know if I'm crazy. I see all my friends jumping in at the moment and the temptation is high.
My wife and I are looking at our investments, and although we rode the market right down with the majority of people, we are not looking to spend anything/withdraw any time soon. We are young professionals in our mid thirties with two young kids, so lots of time for our RRSPs/TFSAs to bounce back.
Do you think this is a good time to leverage to get further into the market? I'm thinking that we can borrow $50k on a HELOC and get some solid stocks at a steal. Earn some dividends and get some quick capital appreciation, with the expectation of selling off and recovering the cash by the end of the year.
Looking at perhaps going 1/3 each to things like CAE, RUS, and RBC. I'm new to making my own decisions on investments. Is this an absurd idea? Let me know if I'm crazy. I see all my friends jumping in at the moment and the temptation is high.
Q: What’s going on to cause the jump in remx, or is it an error. I can’t find a news release to explain it.
Q: Please give an update on AUP. Thanks!
Q: With oil Storage at a premium , and contango in the futures market
is relatively strong. the value of these oil tanker companies is fairly cheap and they have been able to increase their oil storage price.
This seems to me setting up for some very profitable earnings .
If you agree which companies would you prefer in this situation ?
Thanks
Cal
is relatively strong. the value of these oil tanker companies is fairly cheap and they have been able to increase their oil storage price.
This seems to me setting up for some very profitable earnings .
If you agree which companies would you prefer in this situation ?
Thanks
Cal
Q: Hi there,
There are some high quality names that have not been beat down in the downturn (ie: KXS, DSG, CSU etc) which have not participated as much in the rebound, which makes sense - but if someone was looking for high quality names that have been beat down that would present a good entry point and a great opportunity at recovering and outperforming in a rebound, what would you recommend looking at?
Thanks!
There are some high quality names that have not been beat down in the downturn (ie: KXS, DSG, CSU etc) which have not participated as much in the rebound, which makes sense - but if someone was looking for high quality names that have been beat down that would present a good entry point and a great opportunity at recovering and outperforming in a rebound, what would you recommend looking at?
Thanks!
Q: I am interested in adding another name that would benefit from the roll out of the internet of things. I currently own Nvidia, Taiwan Semi and American Tower currently. What names would be complimentary and timely? Thanks
Q: To Peter's question regarding exchanging Brookfield Infrastructure Partners Exchange LP units to BIP.UN:
I got info from BIP investors relations late last year:
1. LP units are exchangeable to BIP.UN 1:1 for 7 years,
2. The exchange is deemed disposition, i.e. taxable on gain
3. The exchange is no fee, can be done by brokerages
I emailed BIP investor's relations couple of times in the past, they are quite responsive and detail in their replies.
Hope this helps.
I got info from BIP investors relations late last year:
1. LP units are exchangeable to BIP.UN 1:1 for 7 years,
2. The exchange is deemed disposition, i.e. taxable on gain
3. The exchange is no fee, can be done by brokerages
I emailed BIP investor's relations couple of times in the past, they are quite responsive and detail in their replies.
Hope this helps.
Q: Could you comment please on the prospects for buying FRU after the dividend cut and discontinuance of forward guidance.
Thanks
Bob Rose
Thanks
Bob Rose