Q: Recently you are not mentioning Covalon as a growth pick. Has your stance changed on the company. Do you think it can breach it's previous high in the next 6 months or so.
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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: for the person that asked about drips at Computershare. If you have an on-line account, computershare produces a very nice average cost base for tax purposes. It shows every share purchased, when it was purchase, and trades/sells etc, and the purchase price along with a calculated average cost basis. Publish if you feel appropriate.
Q: In addition to the question regarding Brookfield companies structure, I recently learned about the following just want to pass the info along.
We took the option to exchange Enercare shares with Brookfield Infrastructure Partners LP shares which turned out to be NOT eligible in registered accounts, there are tax consequences if it is owned in registered accounts.
Our discount brokerage informed us there is an option to exchange Brookfield Infrastructure Partners LP shares 1:1 with Brookfield Infrastructure Partners LPU shares which are eligible in registered accounts, however, the exchange triggers deemed disposition.
Owners of Brookfield Infrastructure Partners may want to check.
Happy Holidays to everyone !!
We took the option to exchange Enercare shares with Brookfield Infrastructure Partners LP shares which turned out to be NOT eligible in registered accounts, there are tax consequences if it is owned in registered accounts.
Our discount brokerage informed us there is an option to exchange Brookfield Infrastructure Partners LP shares 1:1 with Brookfield Infrastructure Partners LPU shares which are eligible in registered accounts, however, the exchange triggers deemed disposition.
Owners of Brookfield Infrastructure Partners may want to check.
Happy Holidays to everyone !!
Q: Why the ongoing free fall, particularly today. Hold or sell?
Thanks
Peter.
Thanks
Peter.
Q: Thanks for the response to my MEG question. I have some MEG stock, and am unsure how to proceed given that it is trading at a $13 discount to the offer. Is it likely that the discount will narrow as the Jan 16 date approaches? Suggestions on what to do would be most welcome. Thanks for your always good advice. Roland
Q: This stock continues to slowly drift down I asked several months ago if I should sell you advised against . I want to revisit should I sell now on view of the hostile financial Enviroment in the market thanks
Q: I bought this stock at $20.00 this summer and at that time had a great looking chart. It went to $24.00 within a month and since then is falling like a rock. Yesterday the company an acquisition in Italie. Would this be the cause of the 10% drop today? Is there other news that we do not know about? Is the fundamentals still good for this company (PE, debt, PB,etc)?
Thank you and Merry Christmas to all 5i crew.
Paul
Thank you and Merry Christmas to all 5i crew.
Paul
Q: Quick comment on tax-loss selling. It is my understanding that if you have a net loss this year, you can also use this on PREVIOUS 5 years where you had gains. Many may now be in this position. And some like me may also have had higher earnings in past years so this could also make an impact. True?
Q: Hi 5i,
How do you feel about GOOS? Would you be a buyer here?
Thanks!
How do you feel about GOOS? Would you be a buyer here?
Thanks!
Q: ITC has been be putting together a string of good quarters, positive press releases plus a new distribution deal with Qualcomm announced today. Of all my microcap losers this one looks as though it may actually have some potential to go places. Your thoughts
thanks
Peter
thanks
Peter
Q: Given the current market conditions, would you consider it prudent to invest in the USA market via Canadian ETF'S. If so, what ETF's would you recommend?
Q: Have there been any estimates as to the current and projected sizes of the two main markets for marijuana i.e. health care vs recreational use? I realize that these stocks are characterized as health stocks which leads me to think most feel that is the area where growth will occur but do any facts currently back that up?
Appreciate your insight.
Paul F.
Appreciate your insight.
Paul F.
- Sun Life Financial Inc. (SLF)
- TFI International Inc. (TFII)
- Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
- Premium Brands Holdings Corporation (PBH)
- Gluskin Sheff + Associates Inc. (GS)
Q: Good morning 5i,
I should say right away, thanks very much for the heads up on Jnj. I took your advice and got out in the summer!
but, I unfortunatly do have some that are still in loss territory. I am worried that these are probably down at their lowest point and that there may be a rally in the New Year that I would miss if I sell for tax loss.
I wonder what your thoughts are on that? Also, if you think that there isn't much of a chance of them coming back soon, how would you rate them as a sell, ie which one most likely to stay down for 30 days?
thanks
I should say right away, thanks very much for the heads up on Jnj. I took your advice and got out in the summer!
but, I unfortunatly do have some that are still in loss territory. I am worried that these are probably down at their lowest point and that there may be a rally in the New Year that I would miss if I sell for tax loss.
I wonder what your thoughts are on that? Also, if you think that there isn't much of a chance of them coming back soon, how would you rate them as a sell, ie which one most likely to stay down for 30 days?
thanks
Q: One of my question's response I got was marked as private question. Not sure if it was a mistake since I had posted the question as public question.
Thanks
Thanks
Q: Continuation of my previous question.
After reading your response my understanding is that 5i portfolios will not build the cash position higher for any major downside risks that the market may have in next few years. What about any new money available for investing Do we hold on to buying any stocks in this kind of unpredictable volatile markets until a clear bottom or direction is indicated by the markets ? MLP are not a good option for canadians because of tax implications. What is your opinion about US CEF (closed end funds) and do they have similar tax impact like MLPs ?
Thanks
Ninad
After reading your response my understanding is that 5i portfolios will not build the cash position higher for any major downside risks that the market may have in next few years. What about any new money available for investing Do we hold on to buying any stocks in this kind of unpredictable volatile markets until a clear bottom or direction is indicated by the markets ? MLP are not a good option for canadians because of tax implications. What is your opinion about US CEF (closed end funds) and do they have similar tax impact like MLPs ?
Thanks
Ninad
Q: Hi 5i!
been awhile since a question has been asked about CHRW. I am asking on behalf of my sister because she can enroll in a stock purchasing plan. Stocks will be purchased quarterly at a 15% discount. Having said that, I would like your opinion on the company and would like your thoughts on the balance sheet if it's worthwhile for her to enroll or not.
Thank you,
Rino
been awhile since a question has been asked about CHRW. I am asking on behalf of my sister because she can enroll in a stock purchasing plan. Stocks will be purchased quarterly at a 15% discount. Having said that, I would like your opinion on the company and would like your thoughts on the balance sheet if it's worthwhile for her to enroll or not.
Thank you,
Rino
Q: What are the insiders positions in Cliq?
Q: Regarding your answer to Chris on Dec 19 re the market pessimism is not all that justified: I agree with your comments re all the current positives. However, what bugs me is Quantitative Easing with its subsequent Quantitative Tightening. This was and is huge. And unprecedented. I'll admit I don't understand all its in and outs. But the unwinding of QE 'spooks' me a bit. Could we get your thoughts on the consequences of QE and QT? Thanks.
Q: Hello, 5i
Sometimes entry price counts....
I have followed CSU over a few months now.
I know that you are very reluctant talking prices makes this question probably frustrating
So this is my question:
/Which of csu or engh do you prefer?
If you prefer csu,
1/ do you think it is over/under or properly valued at $886
2/ in case of a economy/ markets breakdown, from your experience, can it drop another 20%
Thanks
Sometimes entry price counts....
I have followed CSU over a few months now.
I know that you are very reluctant talking prices makes this question probably frustrating
So this is my question:
/Which of csu or engh do you prefer?
If you prefer csu,
1/ do you think it is over/under or properly valued at $886
2/ in case of a economy/ markets breakdown, from your experience, can it drop another 20%
Thanks
Q: Hello,
Like others, many of my stocks are down. Just wondering if I should be averaging down, and if I was, which 3-4 stocks I should be considering. I just saw your tax loss report and noted some of the stocks on there are in some of your portofolios. I've been following your balanced portfolio but do have positions in others such as GSY. Thank you.
Like others, many of my stocks are down. Just wondering if I should be averaging down, and if I was, which 3-4 stocks I should be considering. I just saw your tax loss report and noted some of the stocks on there are in some of your portofolios. I've been following your balanced portfolio but do have positions in others such as GSY. Thank you.