Q: what are your top 5 names for the first 2 quarters?
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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: As of today, what are your top 2 picks from each of your 3 portfolios?
Thanks as always
Dave
Thanks as always
Dave
Q: Happy New Year Everyone at 5i! It is TFSA deposit time and I am looking for an addition to current holdings or a new addition for my son. At present he holds, ATD,BMO,BNS,ZWU,WEED,CCL,FTS,GWO,KXS,NFI,OTEX,PBH,SHOP,SPOT,VGT. His TFSA is going quite well so far (100K) and he has a very long term horizon. Your suggestions are welcome. Please subtract as may question credits as needed. Cheers, Tamara
Q: I think you may have answered this type of question last year but I can not find it. I have a TFSA and a cash trading account. My TFSA is about 35% compared to 65% for the cash account. I follow the balanced portfolio. If you could only hold 10 stocks in the TFSA, which would you designate for the TFSA?
Thanks and best wishes to the team at 5i!
Thanks and best wishes to the team at 5i!
Q: Can I get your thoughts on Imperial Oil at current valuations?
Thanks,
Joe
Thanks,
Joe
- Imperial Oil Limited (IMO)
- Husky Energy Inc. (HSE)
- Cenovus Energy Inc. (CVE)
- Veren Inc. (VRN)
- Vermilion Energy Inc. (VET)
Q: Hi Peter,
How much exposure do each of these have to the lack of Alberta Pipelines issue ? What order would you initiate new postions in these ?
Thank you.
How much exposure do each of these have to the lack of Alberta Pipelines issue ? What order would you initiate new postions in these ?
Thank you.
Q: I am looking to, over the next several months re-balance my portfolio. Can you suggest 5 Blue Chip type names from that meet the following criteria. I am not sure if there is a true, generally accepted definition of blue chip (GE anyone?) but I am looking for some reasonable, groiwng yield, good management with a track record, a generally if slowly growing company, a busines that is both established and has a clear viable future.
1. Not resource or oil extraction companies.
2. Not one of the big banks (as I presume they would all make it).
3. No more than 1 utility plesae.
Thank-you very much.
1. Not resource or oil extraction companies.
2. Not one of the big banks (as I presume they would all make it).
3. No more than 1 utility plesae.
Thank-you very much.
Q: Could you please advise on an approach to buying Louis Vuitton stock?
(I see it offered in different ways as LVMUY, LVMHF, and LVMH.xt)
Thanks very much.
(I see it offered in different ways as LVMUY, LVMHF, and LVMH.xt)
Thanks very much.
Q: Hi Guys,
CAR.un is taking over ERE.un and blending in their European assets. A 50 cent dividend will be paid to existing ERE.un unit holders on the transaction. CAR.un valued the ERE.un units at $4.00 on the transaction.
Does any of this alter your opinion from earlier today?
Thanks
John
CAR.un is taking over ERE.un and blending in their European assets. A 50 cent dividend will be paid to existing ERE.un unit holders on the transaction. CAR.un valued the ERE.un units at $4.00 on the transaction.
Does any of this alter your opinion from earlier today?
Thanks
John
Q: QST today announced a fairly large contract (for QST) in Mexico. How important is this as I think no one expected Mexico to be in their plans. Any thoughts of adding QST back into the growth portfolio?
Q: A lot of positives in today's new release for Questor. Notwithstanding the size of the order, but the Company is now selling its clean technology into a new market: Mexico. Also for the first time this order included the power generation component from its Clear Power product line as part of the total solution. What are your thoughts for QST and its stock price going forward?
Q: What three stocks is good buy in the 3.00 to 5.00 dollar range, for 3 years to 5 years?
Q: In the company profile, ERE is noted as being "unincorporated". I am curious if that is significant; for example are their reporting/accounting held to less rigorous scrutiny compared to an "incorporated" company? Also ERE has a +9% dividend but is a new kid on the block - less than a year. The high dividend was there from start. Is this a sign management over reaching - like trying too hard to be noticed? Can ERE maintain it? What is their payout ratio. I have no European exposure, but thinking a small position here is doable...………..Thanks, and all the best in 2019...….Lionel
Q: Can we get your latest views on Colliers. They have consistently delivered on expectations and have been hit hard in this latest market turmoil. Is this a stock you would add to at this point.
Thanks
Thanks
Q: Hi 5i,
Happy New Year! Has anything fundamentally changed for TSGI since your latest report in June? What is it's current forward P/E? Why do you think the shares have performed so poorly? I am a bit hesitant to buy any due to the debt, but I like the best in class features the company offers.
Thanks!
Dave
Happy New Year! Has anything fundamentally changed for TSGI since your latest report in June? What is it's current forward P/E? Why do you think the shares have performed so poorly? I am a bit hesitant to buy any due to the debt, but I like the best in class features the company offers.
Thanks!
Dave
Q: Star group I believe is a company that could be around for a long time. Its a market that the public like and enjoy using. Will be adding to this company soon but I can not find when is the next earning report .Could you help me with this .Thank you
Q: Heather asked a question on CELG yesterday and you said to hold on longer.
But isn't this a 'strong buy' given that the take over price is approx $95 and CELG closed at $81?.
Why is there so much risk priced into the stock? Approvals of the merger?
Thanks
Sheldon
But isn't this a 'strong buy' given that the take over price is approx $95 and CELG closed at $81?.
Why is there so much risk priced into the stock? Approvals of the merger?
Thanks
Sheldon
- Northview Apartment Real Estate Investment Trust Trust Units (NVU.UN)
- InterRent Real Estate Investment Trust (IIP.UN)
Q: Nvu.u or Ipp.u ?- I have Csh.u,Fcr,Ap.u--2% of each in portfolio. Thx Mike
- Stars Group Inc. (The) (TSGI)
- Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A)
- Spin Master Corp. Subordinate Voting Shares (TOY)
Q: With new TFSA money available I am considering bringing these companies from a 3.5% position to a full 5% position. Any concerns or cautions?
Q: I have 75% ZDY and 25% CBO in my RIF & I need to sell $6K.
The ZDY is 10% of my overall portfolio. I have another 10% in CBO.
Should I sell or transfer in kind?
The ZDY is 10% of my overall portfolio. I have another 10% in CBO.
Should I sell or transfer in kind?