Q: Another tax loss question. Currently down 19% on EIF and 11% on NPI in a non-registered account. (Interesting to note analysts are giving both 'strong buy' recommendations.) First, EIF. Would you sell, sell and repurchase, or stand pat? And if your recommendation is to sell and repurchase, would you repurchase before year end or wait 'til the new year? With regard to NPI, would you sell and repurchase? Stand pat? Or replace it with something like H? (BIP and BEP already held). The goal with both stocks is income with some growth. 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: if one Canadian person has ,say $ 1,000,000 invested with 10 DIFFERENT institutions, is the whole 1 mil covered by CDIC and FSRA insurance
Q: Good morning,
Could you please comment on their purchase of Marathon Gold - would you continue to hold the new entity ( as a current holder of Marathon Gold) ?
Thank you,
Could you please comment on their purchase of Marathon Gold - would you continue to hold the new entity ( as a current holder of Marathon Gold) ?
Thank you,
Q: hello 5i:
please comment on the quarterly results and the takeover by Calibre. 0.60 sounds very cheap to me.
thanks
Paul L
please comment on the quarterly results and the takeover by Calibre. 0.60 sounds very cheap to me.
thanks
Paul L
Q: What is going on with CXB today? Big drop.
Q: Can you please comment on Cascades Inc recent earnings, and what you think of it's dividend growth and potential capital gains going forward. Thanks
Q: Sorry I missed the Canadian ETF in the list below in my question. Thanks,
While there are specifically growth-focused ETFs, we think if one is using an all-equity portfolio (for three of four ETFs) then enough growth is embedded anyway. For a 'one stop shop' we would suggest:
Canadian:
US: VFV
International: VIU
Bonds: XBB
While there are specifically growth-focused ETFs, we think if one is using an all-equity portfolio (for three of four ETFs) then enough growth is embedded anyway. For a 'one stop shop' we would suggest:
Canadian:
US: VFV
International: VIU
Bonds: XBB
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BorgWarner Inc. (BWA)
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Lear Corporation (LEA)
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Autoliv Inc. (ALV)
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Allison Transmission Holdings Inc. (ALSN)
Q: Hi 5i,
Looking to maintain and potentially expand exposure in my portfolio in the auto industry. Currently have held BWA for 3+ years and feel as though I could be putting this capital to better use elsewhere. Would you be able to recommend any alternatives?
I am not interested in investing in a direct manufacturer like FORD/GM/TESLA since I have no idea how this EV market shift will go. Feel as though the suppliers would be a safer bet.
Thank you,
Greg C.
Looking to maintain and potentially expand exposure in my portfolio in the auto industry. Currently have held BWA for 3+ years and feel as though I could be putting this capital to better use elsewhere. Would you be able to recommend any alternatives?
I am not interested in investing in a direct manufacturer like FORD/GM/TESLA since I have no idea how this EV market shift will go. Feel as though the suppliers would be a safer bet.
Thank you,
Greg C.
Q: I was thinking about selling CS:CA and buying LUN.CA. I understand you favour LUN, but I was wondering with CS Manteverde Development project coming on board, Q1 of 2024, does that change your view. ALSO, where does LUN have their mining projects compared to CS.
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Costco Wholesale Corporation (COST)
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Nasdaq Inc. (NDAQ)
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BlackRock Inc. (BLK)
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Salesforce Inc. (CRM)
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Home Depot Inc. (The) (HD)
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Stryker Corporation (SYK)
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Xylem Inc. New (XYL)
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Zoetis Inc. Class A (ZTS)
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Old Dominion Freight Line Inc. (ODFL)
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Saia Inc. (SAIA)
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Heico Corporation (HEI)
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CrowdStrike Holdings Inc. (CRWD)
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Trane Technologies plc (TT)
Q: Most of the above listed US stocks are in the S&P 500. And I'm wondering - would 5iR consider them "compounders"?.....Thanks for the insight as I'm keen to know whether yes or no!!!......Tom
Q: I have heard mention made, generally negative, of "external management" in reference to income trusts. I am curious about your expert opinion on this subject with speciic reference to DIR.UN and CSH.UN.
Thank you for your thoughts, Bill
Thank you for your thoughts, Bill
Q: NVO margins are fantastic and they can’t produce enough ozemic.
I am thinking of starting a position.
If I were to buy one, which one would you prefer ?
I am thinking of starting a position.
If I were to buy one, which one would you prefer ?
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iShares Core Canadian Universe Bond Index ETF (XBB)
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Vanguard FTSE Developed All Cap ex North America Index ETF (VIU)
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Vanguard S&P 500 Index ETF (VFV)
Q: I am looking to simplify the management of my RRSP and my wife’s RRSP by shifting from stocks to ETFs. I’m thinking that it would be easiest to manage if I have 1 ETF for Canadian Equities, 1 for US equities, 1 for International Equities and 1 for bonds/ fixed income.
We have a 10-15 year time horizon so ETFs with a growth orientation would be preferred.
Thanks
Greg
Canadian Equities
US Equities
international Equities
Bonds/ fixed income
We have a 10-15 year time horizon so ETFs with a growth orientation would be preferred.
Thanks
Greg
Canadian Equities
US Equities
international Equities
Bonds/ fixed income
Q: I was very successful with my investment in Kirkland Lake Gold a few years ago, and I wonder if any of that success will rub off on these two junior golds, due to their connection to KL.
KRR just reported decent quarterly results, and I like the fact that Tony Makuch, the former CEO of KL has recently joined the board of KRR. I believe that Makuch played a major role in the success of KL, and I was disappointed when he was kicked out at AEM, probably because of a culture clash.
Eric Sprott has recently made a big purchase of NFG shares, to add to his already big holding. He also played a big part in the success of KL, I believe.
I'd be very interested in your take on these two companies.
KRR just reported decent quarterly results, and I like the fact that Tony Makuch, the former CEO of KL has recently joined the board of KRR. I believe that Makuch played a major role in the success of KL, and I was disappointed when he was kicked out at AEM, probably because of a culture clash.
Eric Sprott has recently made a big purchase of NFG shares, to add to his already big holding. He also played a big part in the success of KL, I believe.
I'd be very interested in your take on these two companies.
Q: I have a small position in BTO and was considering adding to the position or alternatively, for some diversification, buying OR. While BTO pays a decent dividend, it doesn't seem to be gaining any traction in current markets. What is your opinion for a 2 to 3 year hold?
Q: I have cash in my TFSA and am thinking the above stocks will experience tax loss selling pressure and I can add to my existing positions at attractive prices for long term holds.
Do you agree that these stocks will be subject to tax loss pressure and is now a good time to buy, wait a bit, or average in each week for the next month or so.
Thanks
Do you agree that these stocks will be subject to tax loss pressure and is now a good time to buy, wait a bit, or average in each week for the next month or so.
Thanks
Q: Based on your previous comments on Pliant Therapeutics could you please give an opinion on recent earnings and going forward what do you see for the stock and the market they are in. Can you also comment on management and insider ownership if they are worthy enough points to even discuss.
Thank you.
Thank you.
Q: ETF's. Is this true? Thank you.
Most funds allocate assets in one of two ways. The first and most straightforward way is equal-weighted, which means the money you invest is equally split between the stocks the fund holds. If a fund has 500 companies and you invest $500, each would get $1.
The other primary method is distributing investments by the companies' market capitalizations (market caps). In this case, companies with a higher market cap receive more of the invested amount. For example, if a fund has 500 companies, a $1,000 investment could mean $5 to the largest company in the fund, while $0.10 goes to the smallest. The exact distributions will vary based on the range of market caps in the fund.
Most funds allocate assets in one of two ways. The first and most straightforward way is equal-weighted, which means the money you invest is equally split between the stocks the fund holds. If a fund has 500 companies and you invest $500, each would get $1.
The other primary method is distributing investments by the companies' market capitalizations (market caps). In this case, companies with a higher market cap receive more of the invested amount. For example, if a fund has 500 companies, a $1,000 investment could mean $5 to the largest company in the fund, while $0.10 goes to the smallest. The exact distributions will vary based on the range of market caps in the fund.
Q: Is PBL a buy at this time, well of its highs, but PE seems high. Would it be somewhat recession proof. Thanks for your analysis.
Q: Paul Gardner was on BNN and was quite negative on DIR.UN management and previous practices, his commentary made me question my ownership. Of course there are two sides, curious on 5i thoughts?