Q: Peter; Any news this am to account for jump in NVO ? Thanks, Rod
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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.
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iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY)
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TD Canadian Aggregate Bond Index ETF (TDB)
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iShares Core U.S. Aggregate Bond ETF (AGG)
Q: Greetings 5i,
I am making an effort to increase my US bond exposure, and am considering adding a full position (5%) in AGG to compliment my current bond holdings TDB and XHY (at roughly 4% each). My reasoning is that the addition of a US aggregate index will not only add multiple levels of diversification (geographical, currency, bond types, etc.), but also a higher degree of stability should the US economy decline; thereby, at least theoretically, putting pressure on XHY's corporate holdings. If I were to add this position, the three aforementioned holdings would make up the entirety of my bond exposure, as the majority of my fixed income investments are GIC ladders.
I am 36 years old, debt-free, conservative, and only invest with a "buy and hold" mindset. My investment portfolio is solely for the purpose of expediting my retirement, and I will have no need of its funds for the foreseeable future.
Based on my situation, does the addition of AGG sound like a reasonable course of action to you?
Thank you.
I am making an effort to increase my US bond exposure, and am considering adding a full position (5%) in AGG to compliment my current bond holdings TDB and XHY (at roughly 4% each). My reasoning is that the addition of a US aggregate index will not only add multiple levels of diversification (geographical, currency, bond types, etc.), but also a higher degree of stability should the US economy decline; thereby, at least theoretically, putting pressure on XHY's corporate holdings. If I were to add this position, the three aforementioned holdings would make up the entirety of my bond exposure, as the majority of my fixed income investments are GIC ladders.
I am 36 years old, debt-free, conservative, and only invest with a "buy and hold" mindset. My investment portfolio is solely for the purpose of expediting my retirement, and I will have no need of its funds for the foreseeable future.
Based on my situation, does the addition of AGG sound like a reasonable course of action to you?
Thank you.
Q: Consumer discretionary; market cap aside, which of these two do you buy today for long term capital appreciation ?
Thx
Karim
Thx
Karim
Q: From your company data on CLIQ the earnings estimates for 2018 &2019 have been dialed back quite dramatically over the past 90 days however the price estimates are unchanged. Do you expect the analysts to revise their prices down?
Would you change your own investment thesis or are you still comfortable with the recent report and would consider buying today?
Thanks
Mike
Would you change your own investment thesis or are you still comfortable with the recent report and would consider buying today?
Thanks
Mike
Q: I have about 13K tied up in EFN (now down to 10K after dropping in value). Thinking of selling half of it and switching to ECN (own about 4K of that and break even). Do you see more upside (and downside protection) in ECN than in EFN ??
Q: have held scr for several years would you consider this jump in price an opportunity to get out or is there a reasonable case for more upside?
Q: What is happening at Dorel Industries, would it be a buy know.
Q: Can you please comment on the Velvet Energy offer to acquire Iron Bridge Resources (formerly RMP Energy). Thank you.
Q: I believe Axon sells more camera wearing devices than Tazers these days. The camera is one aspect of the sale but the ongoing revenue stream is from the servicing and maintenance of the information. I have been told that Axon has more information in the Cloud than You Tube. They have recently open up operations in Europe as well.
Q: Morning guys:
I presently do not have a tech stock in my portfolio, I was thinking of buying tucows. Do you have a preferred name to buy at current levels.
Thank you.
I presently do not have a tech stock in my portfolio, I was thinking of buying tucows. Do you have a preferred name to buy at current levels.
Thank you.
Q: maybe this can help for bond offerings asked for by a member..
http://www.pfin.ca/canadianfixedincome/Default.aspx
http://www.pfin.ca/canadianfixedincome/Default.aspx
Q: Now things start to get really interesting.
Still risk with (i) final clinical trial data in early 2019 and FDA approval contingent on that data; and (ii) commercialization risk assuming FDA approval.
Still risk with (i) final clinical trial data in early 2019 and FDA approval contingent on that data; and (ii) commercialization risk assuming FDA approval.
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Vermilion Energy Inc. (VET)
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Raging River Exploration Inc. (RRX)
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Whitecap Resources Inc. (WCP)
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TORC Oil & Gas Ltd. (TOG)
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Cardinal Energy Ltd. (CJ)
Q: I currently have a 12% weighting in Energy. 60% of which is split between ENB and PKI as my core holdings and the remaining 40% split between VET, WCP, TOG, RRX and CJ. I am comfortable with the ENB and PKI but I am wondering if I should make any changes to the other 5 holdings. Drop one or two of the weakest and concentrate on the remaining 3 or 4 stronger names? Trim all 5 and add another name? I am hoping the oil rally continues and I want to be in the best position to take advantage of it.
Many Thanks
Scott
Many Thanks
Scott
Q: What are your thoughts on Investors Group Corporate-Class Funds?
Q: Airbnb
Left
Palantir
Uber
Flipkart
Can you comment on the upcoming potential ipos for these companies. Please include dates if possible, and rank them in order of favourite to buy when available, also is there a way to invest in any of them pre ipo?
Thanks
Left
Palantir
Uber
Flipkart
Can you comment on the upcoming potential ipos for these companies. Please include dates if possible, and rank them in order of favourite to buy when available, also is there a way to invest in any of them pre ipo?
Thanks
Q: JTR has been struggling a bit lately but their recent NR (particularly the expansion of Love Child) seems very promising. As always, I would appreciate your analysis.
TORONTO, May 16, 2018 /CNW/ - GreenSpace Brands Inc. ("GreenSpace" or "the Company") (TSXV: JTR) today reported winning a total of 31,031 new facings across 3,805 points of distribution with major grocery and pharmacy retailers across Canada.
Key Highlights of the incremental distribution wins include:
A total of 31,031 new facings for 68 products across five brands.
Love Child has added 2,276 new stores, including 820 in Quebec alone, for up to 29 of its products in several major Canadian grocery chains, pharmacies and natural food stores. This includes the launch of 16 Love Child SKUs in both Jean Coutu and Metro Quebec, four new snacking SKUs in the two largest baby food retailers in Canada, and the launch of Love Child into Food Basics, one of its first entries into a discount banner in Canada.
Central Roast has added distribution in one of the largest grocery companies in Canada with its new 'Flavour' line of internationally inspired products, as well as a broad-based listing for its granola line in London Drugs.
Kiju iced teas have been placed into both Walmart and Shoppers Drug Mart for the summer.
Rolling Meadow has seen widespread natural food and independent distribution wins, mostly in Ontario
Cedar has seen distribution wins across the Natural Food channel, where they had little previous exposure, as well as continued distribution wins within the Produce section of one of the largest grocery chains in Canada.
"Increased distribution across all our brands will help us continue to drive rapid organic growth as we fill the gaps and make our products available to a greater number of Canadian consumers. Our sales team have been enjoying great tailwinds as they place our products into more and more stores, and as our brands continue to evolve we are reinforcing our reputation for building some of the most innovative brands in the Natural Food world." says Matthew von Teichman, CEO of GreenSpace Brands. "Love Child in particular continues to evolve into one of the most dominant Organic food brands in Canada, representing the majority of the growth in the entire baby food category."
TORONTO, May 16, 2018 /CNW/ - GreenSpace Brands Inc. ("GreenSpace" or "the Company") (TSXV: JTR) today reported winning a total of 31,031 new facings across 3,805 points of distribution with major grocery and pharmacy retailers across Canada.
Key Highlights of the incremental distribution wins include:
A total of 31,031 new facings for 68 products across five brands.
Love Child has added 2,276 new stores, including 820 in Quebec alone, for up to 29 of its products in several major Canadian grocery chains, pharmacies and natural food stores. This includes the launch of 16 Love Child SKUs in both Jean Coutu and Metro Quebec, four new snacking SKUs in the two largest baby food retailers in Canada, and the launch of Love Child into Food Basics, one of its first entries into a discount banner in Canada.
Central Roast has added distribution in one of the largest grocery companies in Canada with its new 'Flavour' line of internationally inspired products, as well as a broad-based listing for its granola line in London Drugs.
Kiju iced teas have been placed into both Walmart and Shoppers Drug Mart for the summer.
Rolling Meadow has seen widespread natural food and independent distribution wins, mostly in Ontario
Cedar has seen distribution wins across the Natural Food channel, where they had little previous exposure, as well as continued distribution wins within the Produce section of one of the largest grocery chains in Canada.
"Increased distribution across all our brands will help us continue to drive rapid organic growth as we fill the gaps and make our products available to a greater number of Canadian consumers. Our sales team have been enjoying great tailwinds as they place our products into more and more stores, and as our brands continue to evolve we are reinforcing our reputation for building some of the most innovative brands in the Natural Food world." says Matthew von Teichman, CEO of GreenSpace Brands. "Love Child in particular continues to evolve into one of the most dominant Organic food brands in Canada, representing the majority of the growth in the entire baby food category."
Q: What are the advantages and disadvantages in buying ZWU versus ENB for long term hold with both income and capital appreciation in mind
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BTB Real Estate Investment Trust (BTB.UN)
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True North Commercial Real Estate Investment Trust (TNT.UN)
Q: What are your thoughts on these REITs going forward with respect to growth and dividend sustainability? How would you rank them?
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iShares US Dividend Growers Index ETF (CAD-Hedged) (CUD)
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Vanguard U.S. Dividend Appreciation Index ETF (CAD-hedged) (VGH)
Q: What do you think of this etf. Would you recommend another for US dividend growth? Thank you. Bill
Q: Hi 5iR Team, I have read a number of your answers to investors questions on PD. 5iR's main concern appears to be PD's high debt. I have read TD's most recent PD report dated April 27/18. In contrast as stated below it is positively a glowing report on PD as if management could walk on water. TD states....
"In our opinion, persistent negativity across the Canadian oilfield services sector
has created one of the best opportunities for investment in quite some time. In this context, we believe that Precision should be a core holding in all
energy portfolios, based on our view of its quality assets, compelling valuation,
potential for FCF generation and deleveraging, experienced management team,
scale advantage, strong U.S. exposure, leading-edge technology initiatives, size,
and liquidity. Specifically, as supply constraints result in near-term pricing traction
and rig upgrades, we expect that Precision's high-quality, homogeneous asset base
will require less capital spending than its peers, implying stronger relative FCF
generation. We are maintaining our ACTION LIST BUY rating and $7.00 target price. In addition, TD does recognize debt as a concern for PD but feels management is committed to better capital discipline.
Ok, 5iR other than high debt do you have other concerns that clearly TD has yet to uncover?
As a cautious investor it always gives me a better feeling when I can get both 5iR and TD analysts recommendations to concur.
Finally SES would probably be TD's second top pick in the drillers. Any thoughts on SES?
Thanks Team. Cheers, Chris
"In our opinion, persistent negativity across the Canadian oilfield services sector
has created one of the best opportunities for investment in quite some time. In this context, we believe that Precision should be a core holding in all
energy portfolios, based on our view of its quality assets, compelling valuation,
potential for FCF generation and deleveraging, experienced management team,
scale advantage, strong U.S. exposure, leading-edge technology initiatives, size,
and liquidity. Specifically, as supply constraints result in near-term pricing traction
and rig upgrades, we expect that Precision's high-quality, homogeneous asset base
will require less capital spending than its peers, implying stronger relative FCF
generation. We are maintaining our ACTION LIST BUY rating and $7.00 target price. In addition, TD does recognize debt as a concern for PD but feels management is committed to better capital discipline.
Ok, 5iR other than high debt do you have other concerns that clearly TD has yet to uncover?
As a cautious investor it always gives me a better feeling when I can get both 5iR and TD analysts recommendations to concur.
Finally SES would probably be TD's second top pick in the drillers. Any thoughts on SES?
Thanks Team. Cheers, Chris