Q: Further to Rajeev's question ie: the STN offering, how do offerings like this work ? As the price is at a discount to the current price, it seems unfair to existing shareholders. Are they given first opportunity or is it just open to the public ? Why would'nt a big player just buy and then sell the position in the market to skin the difference ? Is there a period that buyers have to hold ? How would an individual participate ? Thank you,
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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: Do you recommend buying shares from the 2.7 mln secondary offering announced for $92.50 ? Thanks
Q: Not a question, but a thank you for the link to Ritholtz's Investing Behaviour Hacks. what a great acknowledgment of and solution to our investing temptations!
- ATS Corporation (ATS)
- BRP Inc. Subordinate Voting Shares (DOO)
- Magna International Inc. (MG)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
Q: Reading recently one of members question about rating growth and risk of DOO, HPS and MG, how about adding ATS to the list as well which hasn’t behaved well lately. Could you please rate them all together ?
Thanks,
Thanks,
Q: Re: Jean's question about moving loose cash (presumably a smallish amount) out of the TFSA before year's end.
It makes sense to me if in 2024 I intend to make a contribution in-kind from my non-registered account. That extra bit of contribution room will enable me to transfer a greater quantity of stock to my TFSA, thereby putting that loose cash to good use.
Chris M
It makes sense to me if in 2024 I intend to make a contribution in-kind from my non-registered account. That extra bit of contribution room will enable me to transfer a greater quantity of stock to my TFSA, thereby putting that loose cash to good use.
Chris M
Q: Would you recommend adding to my CJ position at this price level? I'm down about 10% at this juncture. If there is no danger of a dividend cut, and if CJ rebounds in 2024 would it be a worthy risk bet? Please advise.
Q: Hi There,
Would you buy Tfi now or wait for a pullback?
Thanks!
Robert
Would you buy Tfi now or wait for a pullback?
Thanks!
Robert
- Amazon.com Inc. (AMZN)
- FirstService Corporation (FSV)
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Do you feel there's a good chance that we are in the midst of a true rotation to growth? What are a few Canadian and US names you think are well positioned to outperform in this scenario?
Q: This question was asked by Atchuta on November 20, 2023.
"My wife took early retirement with DB plan. Her RRSP and TFSA are well diversified. She has enough money to invest in about 10 companies. This money is not needed in foreseeable future. However, a small dividend is appreciated along with capital appreciation. It will be invested in a regular account.
Can you please suggest top 12 companies."
What would be your answer if it was an RRSP account instead of a regular account, would you change anything ?
Thank you
Fernando
"My wife took early retirement with DB plan. Her RRSP and TFSA are well diversified. She has enough money to invest in about 10 companies. This money is not needed in foreseeable future. However, a small dividend is appreciated along with capital appreciation. It will be invested in a regular account.
Can you please suggest top 12 companies."
What would be your answer if it was an RRSP account instead of a regular account, would you change anything ?
Thank you
Fernando
Q: Can you compare the valuations of Lumine and Topicus please? Thanks
Q: I have 13% of my portfolio in diverse covered calls that hold blue chip companies. I am comfortable with that as I look mainly for income. The portfolio is composed of 30% ETF's including the covered calls and 70% individual stocks (16/56). there are a few growth but mostly dividend paying blue chip many that are repeated in the covered call ETF's. I am 77, and have a defined teacher pension.
Total positions are 56. This seems to suit my needs as I have survived so far with a steady income. Am I making a misake or does this seem a valid plan?
Total positions are 56. This seems to suit my needs as I have survived so far with a steady income. Am I making a misake or does this seem a valid plan?
Q: Hi
Presently own ZDI in our RRSP.
I am thinking of replacing ZDI with KKR & BRK.B.
KKR and BRK.B are bigger and are like an ETF without the fees.
Also in the long run I think KKR and BRK.B it will have better growth than ZDI .
We would be giving up a good dividend with ZDI go.
Thank you.
Mike
Presently own ZDI in our RRSP.
I am thinking of replacing ZDI with KKR & BRK.B.
KKR and BRK.B are bigger and are like an ETF without the fees.
Also in the long run I think KKR and BRK.B it will have better growth than ZDI .
We would be giving up a good dividend with ZDI go.
Thank you.
Mike
Q: Just wondering if your opinion is unchanged. In September you said "At some point it will be so bad it's good". Is it good yet? I could realize the loss now and buy it back next year.
As usual, thanks for your great help.
As usual, thanks for your great help.
Q: I just came across this quote within an Economist article:
“If you can earn 12%, maybe 13%, on a really good day in senior secured bank debt, what else do you want to do in life?” Steve Schwarzman, boss of Blackstone, a private-investment firm, recently asked.
Are there any bank bonds that you could suggest that would fit in this category?
“If you can earn 12%, maybe 13%, on a really good day in senior secured bank debt, what else do you want to do in life?” Steve Schwarzman, boss of Blackstone, a private-investment firm, recently asked.
Are there any bank bonds that you could suggest that would fit in this category?
Q: Everyone, MSFT recently hired Sam Altman. What can one person do for a company? Clayton
- Preformed Line Products Company (PLPC)
- Vertiv Holdings LLC Class A (VRT)
- MDA Space Ltd. (MDA)
- Doman Building Materials Group Ltd. (DBM)
- Target Hospitality Corp. (TH)
Q: Hi !
I am looking for an industrial stock for my TFSA. Strong growth in a short period of time is the objective.
What do you think of Target Hospitality (th-q), Vertiv (vrt-n), Preformed Line (plpc-q), MDA Ltd (mda-t), Doman Bldg (DBM-t) ?
Any other suggestion ?
Gratefully yours,
JD IDS
I am looking for an industrial stock for my TFSA. Strong growth in a short period of time is the objective.
What do you think of Target Hospitality (th-q), Vertiv (vrt-n), Preformed Line (plpc-q), MDA Ltd (mda-t), Doman Bldg (DBM-t) ?
Any other suggestion ?
Gratefully yours,
JD IDS
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: Is LSPD recent results (Nov 2nd) represent a significant improvement or you would still stay on the side line before adding or starting new position? How would you compare NUVEI and LSPD today?
Thanks for your insight, Peter
Thanks for your insight, Peter
Q: Dear 5i
The mean analyst recommendation in Yahoo finance is 1.8 whereas in 5i s website under market data it shows 1.22 for VRT . I assume the market data you show thru your website has more accuracy and therefore more validity . Is that a safe assumption .?Out of curiosity where does your market data come from anyways ?
Thanks
Bill C
The mean analyst recommendation in Yahoo finance is 1.8 whereas in 5i s website under market data it shows 1.22 for VRT . I assume the market data you show thru your website has more accuracy and therefore more validity . Is that a safe assumption .?Out of curiosity where does your market data come from anyways ?
Thanks
Bill C
Q: during a market correction of significance , which stocks correct the most , value stocks or growth stocks. And could we get examples of each ? thanks and have a super weekend.
Q: can you describe the step by step process used by LMN to acquire a VSM company ? do they give existing management shares of LMN or pay them a combo of cash and stock? does LMN assume debt when adding to the VSM portfolio?. does existing management continue to have a stake in the newly acquired VSM company ? if so what percent? are there non compete clauses? does existing management have a relatively free rein in future corporate decisions? thanks Richard