Q: What stock would you replace CGX if sold today? Looking for a replacement from the same sector.
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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: Hi there, I'm looking to replicate your balanced equity portfolio with a few adjustments for a slightly higher tilt towards growth. I have a 2 part question: Would AQN be a suitable substitute for ENB for an investor? Also, what other more conservative names in your balanced equity portfolio would you swap out for higher growth names at this time?
Thanks!
Thanks!
Q: Given the recent stock fall of MAXAR, which also now own MDA Canada, is there a chance company will declare bankruptcy because of its inability to meet its debt obligations?
Q: Your Jan 16 report--Time to start wading into markets.This is a market recovery,not Jan effect,Please provide your best 10 to buy mow & rank them starting with best. Thanks for u usual great views & services
Q: Hello there ,
Do you think Mark Leonard of CSU has ever thought of selling CSU and starting again? As Constellation gets larger and larger one would think their growth rate will slow. It might be a challenge to have the same success in the next 10 years as he has had in the last 10 years. I know he has identified tens of thousands of potential takeover targets, do you think it makes sense to sell CSU and start CSU part 2? A new company could be valued back at $25/share and one would think he could double to $50 quickly and again to $100 starting from scratch quicker than $1000 to $2000? So many more deals need to be made now and much larger deals potentially to move the needle. Thoughts?
Thank-you
Do you think Mark Leonard of CSU has ever thought of selling CSU and starting again? As Constellation gets larger and larger one would think their growth rate will slow. It might be a challenge to have the same success in the next 10 years as he has had in the last 10 years. I know he has identified tens of thousands of potential takeover targets, do you think it makes sense to sell CSU and start CSU part 2? A new company could be valued back at $25/share and one would think he could double to $50 quickly and again to $100 starting from scratch quicker than $1000 to $2000? So many more deals need to be made now and much larger deals potentially to move the needle. Thoughts?
Thank-you
Q: Would this etf be a good RRSP candidate to compliment a good mix of blue chip stocks (Td, Bce, Slf, T, Enb and Trp) I hold 5% each of Vee and Zwe ETFs as well for some foreign exposure?
Thnx team!
Thnx team!
Q: Hi there, I own both TSGI and GC in a well diversified portfolio. I'm up 12% on GC, but down 50% on TSGI. I don't mind holding if there is still good potential, but I'm wondering if there's anything else out there with better short term recovery potential while I wait for things to turn in Star's favour. I'm risk tolerant and any size or sector is fine.
Q: I have one third position in SQ and two third position in CSU. I need to choose one.
Which would you choose.
Clayton
Which would you choose.
Clayton
Q: What is your view on Solium Capital? Would you consider it a buy, hold or sell?
Thanks
Amy
Thanks
Amy
Q: My materials sector(RRSP,TFSA) has CCL.B at 5% and MX at 2%. I am considering taking profit from CCL.B(approx. 1.5%) at this time and moving it to MX but acknowledge that I would not be trimming sector allocation to 5%. What would your recommendations be for both the short term and long term?
Q: BAD has been doing very good lately. Any reason for the recent share price increases? Is it time to sell?
Q: Hi Ryan what is the announcement of January 5 mean?
Kind regards Stan
Kind regards Stan
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iShares 1-5 Year Laddered Government Bond Index ETF (CLF)
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iShares Core Canadian Short Term Bond Index ETF (XSB)
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iShares Core Canadian Universe Bond Index ETF (XBB)
Q: I am looking for good bond ETFs. Your comments on CLF, XSB, XBB and FTB. Given a possible interest rate increase I have leaned toward short exposure.
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Stars Group Inc. (The) (TSGI)
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Great Canadian Gaming Corporation (GC)
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Spin Master Corp. Subordinate Voting Shares (TOY)
Q: I need to add to consumer discretionary, which companies are you recommending now?
Q: Interesting swing in TEAM this morning. It started very strong and then plunged almost 10%.
Although expensive, still worth investing in the long term?
Although expensive, still worth investing in the long term?
Q: Would you switch TRP for PKI or AQN
Q: Hi 5i,
I own both companies, thinking of selling one. Which one would you keep for bigger growth, management ,and 3 year term hold.
Thank you
I own both companies, thinking of selling one. Which one would you keep for bigger growth, management ,and 3 year term hold.
Thank you
Q: Csiq. canadian solar. nice recovery. just getting a little better than even in a registered account, would you switch for a US dividend paying stock. or there is there more wind to the solar. apreciate your point of view.
Q: I just noticed from reading the question of a subscriber that you have sold SPB in your portfolio. I have not received any notification with respect to this although in the past I was receiving regularly updates with respect to your portfolio adjustments.
Can you please add me to your list so that I can receive regular updates?
Can you also provide some rationale as to why you sold SPB?
Thanks
Can you please add me to your list so that I can receive regular updates?
Can you also provide some rationale as to why you sold SPB?
Thanks
Q: Can you please identify if any 5i stocks in your 3 portfolios are "zombies" as defined by the following quote from Cresat:
" Crescat calculates that about 80 percent of Canadian non-financial stocks have been cash-flow negative in the past 12 months, which he measures as cash flow from operations minus capital expenditures.
That may be inflated by the the large numbers of “zombie” companies on Canadian stock exchanges, which the Organisation for Economic Co-operation and Development defines as those 10 years and older and whose earnings aren’t high enough to cover interest payments on their debts. In a September study, Deloitte found 16 percent of public companies on the Toronto Stock Exchange and its sister Venture Exchange are considered zombies, compared with 10 percent globally.
Costa said even if he excludes energy and materials stocks, 70 percent of Canadian stocks have still lost money on a free cash-flow basis. If you consider only non-financial stocks with a market value of more than $100 million, the share is still more than 50 percent, he said."
" Crescat calculates that about 80 percent of Canadian non-financial stocks have been cash-flow negative in the past 12 months, which he measures as cash flow from operations minus capital expenditures.
That may be inflated by the the large numbers of “zombie” companies on Canadian stock exchanges, which the Organisation for Economic Co-operation and Development defines as those 10 years and older and whose earnings aren’t high enough to cover interest payments on their debts. In a September study, Deloitte found 16 percent of public companies on the Toronto Stock Exchange and its sister Venture Exchange are considered zombies, compared with 10 percent globally.
Costa said even if he excludes energy and materials stocks, 70 percent of Canadian stocks have still lost money on a free cash-flow basis. If you consider only non-financial stocks with a market value of more than $100 million, the share is still more than 50 percent, he said."