Q: Hello, I sold ERE.UN recently but I want to keep a toe in the residential sector and was looking at KMP.UN, after reading a favorable report from a broker. The current valuation is interesting, among other points. What is your opinion of this REIT? Should I buy after the earnings release (Feb 14)? FYI, I know you like CAR.UN, but I am not interested at this point. Thanks.
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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.
- BCE Inc. (BCE)
- Fortis Inc. (FTS)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Which 3-4 tsx stocks would you consider have the safest dividend?
- Sustainable Real Estate Dividend Fund (MSRE.UN)
- Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX)
Q: !What can you tell me about these Besides paying a monthly dividend, they seem to be stagnant in appreciation. Is it worth keeping or exchange for something better.
Thank you
Steve
Thank you
Steve
Q: Please comment on the 3rd q results. Did they meet or exceed analyst expectations? I know very little about this business but business outlook sounds good, recognizing commodity prices can be all over the map.
Q: hello 5i:
ATS reports soon. Would you have any hesitation to add to a small position prior to earnings?
thanks
Paul L
ATS reports soon. Would you have any hesitation to add to a small position prior to earnings?
thanks
Paul L
Q: I can not find ether capital in your search?
- Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
- iShares MSCI ACWI Ex US Index Fund (ACWX)
- Vanguard Total International Stock (VXUS)
Q: Good Morning 5i,
I have held VEE for a number of years as part of my global exposure in my portfolio. I would like to replace it with another global ETF. Could you suggest 3 other ETF's that would provide more upside over the next 5 years. I also hold XWD so avoiding any overlap is a consideration.
Thanks for all you do for us each day.
Dan
I have held VEE for a number of years as part of my global exposure in my portfolio. I would like to replace it with another global ETF. Could you suggest 3 other ETF's that would provide more upside over the next 5 years. I also hold XWD so avoiding any overlap is a consideration.
Thanks for all you do for us each day.
Dan
Q: Why can't the stock price get any traction. It just had three very good releases and it continues to drift down. Seems like it is in the penalty box for no reason.
Q: Stock also declined because it's competitor Polaris gave weak guidance.
Q: Good day guys ..
would u add to an existing position here .. or hold also .. how many names should one hold in ones tfsa ?
Thx
Mark
would u add to an existing position here .. or hold also .. how many names should one hold in ones tfsa ?
Thx
Mark
Q: I have been noticing that more so than ever questions have been directed to you in regards to energy related stocks as opposed to tech, do you think that is a reflection of sentiment shifting towards value vs growth from the retail end?
- Alphabet Inc. (GOOG)
- Intuitive Surgical Inc. (ISRG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- Super Micro Computer Inc. (SMCI)
- Crocs Inc. (CROX)
- Axon Enterprise Inc. (AXON)
- Vertiv Holdings LLC Class A (VRT)
- Celsius Holdings Inc. (CELH)
Q: Hi, can you give me your 5 best US growth stocks ideas, ranked 1 to 5 (one being best), with a high degree of safety yet good growth to hold and not touch for 3-5 years? Thank you.
- Amazon.com Inc. (AMZN)
- First Solar Inc. (FSLR)
- Intuitive Surgical Inc. (ISRG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Eaton Corporation PLC (ETN)
- The Trade Desk Inc. (TTD)
- JD.com Inc. (JD)
- CrowdStrike Holdings Inc. (CRWD)
- Fiserv Inc. (FI)
Q: In terms of growth and quality, what is your strongest long term recommendation for each of the following investment themes:
Artificial intelligence
Cybersecurity
Cloud computing
Digital payments
Online advertising
Infrastructure rebuild
Alternative/clean energy
Asian consumer spending
Medical needs of an aging population
My preference is for single stock ideas (US, Canadian or international) rather than ETFs, if possible.
Artificial intelligence
Cybersecurity
Cloud computing
Digital payments
Online advertising
Infrastructure rebuild
Alternative/clean energy
Asian consumer spending
Medical needs of an aging population
My preference is for single stock ideas (US, Canadian or international) rather than ETFs, if possible.
Q: Is this attractive here ?
- Celestica Inc. (CLS)
- ATS Corporation (ATS)
- Kinaxis Inc. (KXS)
- TerraVest Industries Inc. (TVK)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Advanced Micro Devices Inc. (AMD)
- Super Micro Computer Inc. (SMCI)
- Vertiv Holdings LLC Class A (VRT)
- Celsius Holdings Inc. (CELH)
- Duolingo Inc. (DUOL)
Q: Which 5 Canadian and 5 US companies would you buy for pure growth over the next 6 months? Can you provide a bullet for each on risk and main reasons for selection?
Q: Hello 5i team
This fall I accumulated a basket of perpetual preferred shares composed of L.PR.B, BN.PR.N, SLF.PR.D, MFC.PR.C, FTS.PR.F (all recommended by 5i in 2023). The (TFSA) return on this basket is currently 8% (dividend not included).
(L.PR.B has the highest weighting = 40%)
Questions :
1- What should I expect in the coming months in the current rate and economic context, including the possibility of a recession?
2- Would you feel comfortable keeping this basket for the next 5 years?
Thanks to the whole team.
This fall I accumulated a basket of perpetual preferred shares composed of L.PR.B, BN.PR.N, SLF.PR.D, MFC.PR.C, FTS.PR.F (all recommended by 5i in 2023). The (TFSA) return on this basket is currently 8% (dividend not included).
(L.PR.B has the highest weighting = 40%)
Questions :
1- What should I expect in the coming months in the current rate and economic context, including the possibility of a recession?
2- Would you feel comfortable keeping this basket for the next 5 years?
Thanks to the whole team.
- Eaton Corporation PLC (ETN)
- GE Aerospace (GE)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
Q: Regarding Hammond Power. Your thoughts on if the margins are sustainable considering the supply constrained environment of the pandemic and who is their number one competitor ?
- Brookfield Infrastructure Partners L.P. (BIP.UN)
- Brookfield Business Partners L.P. (BBU.UN)
- Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Brookfield Wealth Solutions Ltd. Class A Exchangeable Limited Voting Shares (BNRE)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Hi,
Thank you for answering Scott's question today (Jan 30, 2024) and choosing BIPC. His question didn't include all the components of BN behemoth. I know your favorite is BN for growth and BAM for dividends. Can you rank order others, especially BEPC/BIP? To one of earlier questions about energy stocks you chose BEPC. I understand the rationale there. If you were to ignore the energy sector where would BEPC stand?
Many thanks.
Thank you for answering Scott's question today (Jan 30, 2024) and choosing BIPC. His question didn't include all the components of BN behemoth. I know your favorite is BN for growth and BAM for dividends. Can you rank order others, especially BEPC/BIP? To one of earlier questions about energy stocks you chose BEPC. I understand the rationale there. If you were to ignore the energy sector where would BEPC stand?
Many thanks.
Q: I want to build a long term position in either LMN or CLS. Which do you recommend. I like LMN if they can duplicate their founders performance
RAK
RAK
Q: Hi 5i Team - I am familiar with the following terms/metrics but not completely sure of what they mean in context. Could you explain the difference between earnings, net earnings and profitability.. Also how does cash flow differ from free cash flow. Does a company with free cash flow mean that it's profitable. Along these lines what is a good way of measuring profitability.
Thank you.
Thank you.