Q: Any thoughts on Air Lease Corporation?
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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.
- Express Scripts Holding Company (ESRX)
- Brookfield Business Partners L.P. (BBU.UN)
- Trisura Group Ltd. (TSU)
- Brighthouse Financial Inc. (BHF)
Q: I have acquired shares in several new companies over time, as a result of spin-offs. Sometimes these are terrific, such as BIP.UN. I'd like to either add to some of these 'stub' positions or sell them to keep my number of stocks manageable. Can you please divide these four companies between (in your opinion) 'worth keeping and adding to', or 'sell to redeploy the proceeds elsewhere'. The four are Trisura (TSU), Brookfield Business Partners (BBU.UN), Express Scripts (ESRX) and Brighthouse (BHF), recently spun off from MetLife. Thank you!
Q: Hello 5i,
David Burman in the G&M today suggests selling Couche-Tard if Metro sells its shares in it. With the potential Metro/Jean Coutu merger, what if any action, and when, should investors take with their Couche-Tard holdings? For context, I own Couche-Tard, Loblaw and Northwest Company in consumer staples.
Thank you, Michael
David Burman in the G&M today suggests selling Couche-Tard if Metro sells its shares in it. With the potential Metro/Jean Coutu merger, what if any action, and when, should investors take with their Couche-Tard holdings? For context, I own Couche-Tard, Loblaw and Northwest Company in consumer staples.
Thank you, Michael
Q: Good morning,
Bearish article on Couche Tard in the Globd this morning. Berman cites Metro would dump its significant stake in ATD in order to find the Jean Coutu acquisition. Je suggests exiting the stock. I just I Have held couche tard for the better part of 18 months and stock only drifting lower.
Please comment. Is couche tard still viewed as a high conviction stock by 5i?
Thank you
Karim
Bearish article on Couche Tard in the Globd this morning. Berman cites Metro would dump its significant stake in ATD in order to find the Jean Coutu acquisition. Je suggests exiting the stock. I just I Have held couche tard for the better part of 18 months and stock only drifting lower.
Please comment. Is couche tard still viewed as a high conviction stock by 5i?
Thank you
Karim
Q: Hi,
What is your opinion on Tucows Inc (TC) and Macdonald Dettwiler & Associates (MDA)?
Thanks
What is your opinion on Tucows Inc (TC) and Macdonald Dettwiler & Associates (MDA)?
Thanks
Q: Hello – what would be your top three growth stocks for a TFSA at this time? Thanks much.
Q: hi,
wondering which one of the noted companies would be your top choice for a long term hold? Would you be comfortable taking full position at this time?
wondering which one of the noted companies would be your top choice for a long term hold? Would you be comfortable taking full position at this time?
- Dream Office Real Estate Investment Trust (D.UN)
- Extendicare Inc. (EXE)
- Northview Apartment Real Estate Investment Trust Trust Units (NVU.UN)
- NorthWest Healthcare Properties Real Estate Investment Trust (NWH.UN)
- OneREIT (ONR.UN)
- Slate Office REIT (SOT.UN)
- BTB Real Estate Investment Trust (BTB.UN)
Q: Hi,
I'll be managing my spouse's account in the next month or so. One of the reasons we'll be managing it ourselves it is that our current manager does not take a balanced approach to portfolios, thus she has about a 25% weighting in REITs. Below are the REITs she holds, can you prioritize them in terms of what to hold or sell? Each of the below is between 2 and 4% of our portfolio value and we don't need the income.
Northwest Healthcare
BTB REIT
Extendicare
Dream Office
Northview Apt
Slate Office REIT
One REIT (which is being bought out I understand)
Thx.
I'll be managing my spouse's account in the next month or so. One of the reasons we'll be managing it ourselves it is that our current manager does not take a balanced approach to portfolios, thus she has about a 25% weighting in REITs. Below are the REITs she holds, can you prioritize them in terms of what to hold or sell? Each of the below is between 2 and 4% of our portfolio value and we don't need the income.
Northwest Healthcare
BTB REIT
Extendicare
Dream Office
Northview Apt
Slate Office REIT
One REIT (which is being bought out I understand)
Thx.
Q: I own a small position in Karmin Exploration (@.30/share). How would you view today's news release? With Aripuana's projected estimates, is it possible to estimate what Karmin's 30% stake in Aripuana is worth? I understand that there is a lot of variables and if you can't answer this question, any other information or insight would be appreciated.
Q: Like many others, I really appreciate this site and the help you give us.
I have a half position in both Fiserv and Vantiv in my TFSA, mainly because I couldn't choose between them. I know you like Square and am considering adding it as well but it seems like it is in the same business as the other two. Is this correct?
Assuming it is, does one of the three stand out as being better or worse in terms of potential return or risk? Is there any point in owning all three?
I have a half position in both Fiserv and Vantiv in my TFSA, mainly because I couldn't choose between them. I know you like Square and am considering adding it as well but it seems like it is in the same business as the other two. Is this correct?
Assuming it is, does one of the three stand out as being better or worse in terms of potential return or risk? Is there any point in owning all three?
Q: Hi, Could you please provide some more details about Clayton's question/comment "Alibaba is seeking to enter the space that SHOP presently occupies". Where can I find the source of this talk/news? Thanks
Q: I considered a switch from DGC to KL when the US dollar started an upward trend. I did not make the move figuring earnings are earnings and we should convert earnings to Can dollar for an apples to apples comparison. Of course in hindsight I should have made the switch.
Was my viewpoint on the currency wrong in this case or was there another reason for the price moves in these two stocks? Could you talk a little more about how USD/CAN fluctuations might change investors viewpoints on our Canadian mining stocks and which companies can benefit or get dinged?
Was my viewpoint on the currency wrong in this case or was there another reason for the price moves in these two stocks? Could you talk a little more about how USD/CAN fluctuations might change investors viewpoints on our Canadian mining stocks and which companies can benefit or get dinged?
Q: Please advise your assessment ? Thank you
Q: Thoughts on this company?
Q: Bird is up about 10% since announcing it's 50% acquisition of Stack Modular and is the best 3 month performer amongst it's peers (ARE, STN, WSP, SNC). Do you think further price gains and dividend increases will result from the Stack acquisition or will it remain range bound?
Q: Might DSG be sold at some point? If so who might acquire??
Thx
Thx
Q: Would appreciate your wisdom on Diversified Royalty. Has a nice dividend which I always like as a senior! But does it have growth too? If you recommend a buy on this stock, how long would you hold for a fair assessment of its potential? Thanks so much for your great service. Lorraine
Q: how serious is the whistleblower suit to Gilead at this time?
Q: Would the fact that Frank Holmes and Frank Giustra are involved with this company affect your feelings on this company?
Thanks.
Thanks.
Q: Have you an opinion on fairfax India
Thank you tom
Thank you tom