Q: A guest on BNN today said the CSH.un isn't quite as defensive as one might think and that the payout ratio is too high. Do you have a different interpretation of the metrics? Is CSH.un still in good shape and stable, long-term, dividend-paying investment? Thanks!
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: 1) i am a little bit confused , is the growth portfolio = the summary
2) you said that you have trim ` SHOP (shopify) ` but dont see this stock in either portfolio (balanced, income or summary )
3) you added BSM TECH (gps) but again dont see in either portfolios
4) suggestion: when you add or delete a stock IT SHOULD BE REFLECTED IN THE PORTFOLIOS AT THE SAME TIME
THANKS
2) you said that you have trim ` SHOP (shopify) ` but dont see this stock in either portfolio (balanced, income or summary )
3) you added BSM TECH (gps) but again dont see in either portfolios
4) suggestion: when you add or delete a stock IT SHOULD BE REFLECTED IN THE PORTFOLIOS AT THE SAME TIME
THANKS
Q: Good Afternoon,
I manage two well diversified portfolios. In each one of them I am missing investment in Canadian Consumer staples that pay a dividend. Could kindly suggest to me a few companies that would be good for long term hold?
Thank you
Paul
I manage two well diversified portfolios. In each one of them I am missing investment in Canadian Consumer staples that pay a dividend. Could kindly suggest to me a few companies that would be good for long term hold?
Thank you
Paul
Q: how do you sign up for the etf and mutual fund news letters
Q: Good day,
I would appreciate any information on NNO on the venture exchange. Thank you for your input.
I would appreciate any information on NNO on the venture exchange. Thank you for your input.
Q: Good Morning 5i, what do you think about the results from CWB ? Would you add, hold or swap out ? Thank you, Paul
Q: Hi , I own some shares of that company , it would seem that they are doing everything right but the shares are not going up , can I have your thoughts on that company .. Thanks
Q: Could you provide some comments on Ballard Power's recent earning and future potential?
Thanks,
Thanks,
Q: What is your assessment of LSC Lithium?.. Do you think it would be good for a 1-3 year hold?
Q: I have a question about QIS. They've had really positive news recently. The stock responded by moving to new highs. That said, the price action is happening on low volume (16 K shares today). Looking at the valuation (Price/Sales, Price/Earnings for example), the price seems extended. counter that with seemingly very high growth. What do you think is a reasonable price or valuation to assign to this company given the growth profile.
Q: Hi 5i,
What are your thoughts on Itron's most recent quarter and outlook for the company going forward? Is it still a buy? Thanks.
What are your thoughts on Itron's most recent quarter and outlook for the company going forward? Is it still a buy? Thanks.
Q: Hi Peter and Team,
Is AVO a good buy now based on the quarter result and outlook? Is it expensive at current price?
Thanks
Is AVO a good buy now based on the quarter result and outlook? Is it expensive at current price?
Thanks
Q: Just an endorsement: Subscribed yesterday to the ETF and Mutual Fund newsletter for two years and within an hour learned a couple things that will far more than pay for the subscription. I know there's lots of etf information available online, including within 5i. However, I find it beneficial to have it focused in one trustworthy place without ads, questionable motivations, or other distractions. So thanks!
Q: Bos has moved up nicely from its 52 week low and is coming close to a golden cross.
I got burned previously on BOS but am not averse to taking another run at.
Would this be a good move or am I better off deploying spare "higher risk" cash into one of your other favourites? I have just added to SHOP, KXS and SIS. Any suggestions would be appreciated. Thank you.
I got burned previously on BOS but am not averse to taking another run at.
Would this be a good move or am I better off deploying spare "higher risk" cash into one of your other favourites? I have just added to SHOP, KXS and SIS. Any suggestions would be appreciated. Thank you.
Q: I currently hold about 13% of my portfolio in financials. FFH, IFC, GSY and FSZ in Canada and the XLF and BLX in the US. I am planning on topping up to 15% financials. FSZ is my smallest holding. Would you add to it at this time? The stock has been performing very poorly in the last two weeks while the others have done much better. It would be added because of its high dividend.
Q: I understand your negative opinion of (most) mutual funds due to
high fees and human factors. I've found a few actively-managed funds that appear to "earn" their high fees by delivering superior returns over time periods up to 10 years.
Two examples: Fidelity Special Situations-FID1298 and Sentry Small/Mid-Cap Income-NCE721. Morningstar gives both 5 stars.
Comments please on these two funds and on the broader idea of willingly paying higher fees for higher returns.
Cheers, IslandJohn
high fees and human factors. I've found a few actively-managed funds that appear to "earn" their high fees by delivering superior returns over time periods up to 10 years.
Two examples: Fidelity Special Situations-FID1298 and Sentry Small/Mid-Cap Income-NCE721. Morningstar gives both 5 stars.
Comments please on these two funds and on the broader idea of willingly paying higher fees for higher returns.
Cheers, IslandJohn
Q: Can you tell me when QST next reports. Do you see any upside to the stock? I have a half position and thinking of a full position if there is some daylight ahead. I do like their technology but like my capital more. Is it worth investing?
thanks
thanks
-
Alaris Equity Partners Income Trust (AD.UN)
-
iShares Canadian Financial Monthly Income ETF (FIE)
-
First National Financial Corporation (FN)
Q: I am hunting for reliable dividend payers - companies likely to be around for the next 20years( highly safe - if not guaranteed safe) for the financial sector of an income portfolio.
These 4 have comparable yields. All are around 6%. I know there are issues with Alaris - so would not likely buy it unless you consider it buyable now.
But how about the others: would you recommend all - 1 - none?
Any guidance would be appreciated.
These 4 have comparable yields. All are around 6%. I know there are issues with Alaris - so would not likely buy it unless you consider it buyable now.
But how about the others: would you recommend all - 1 - none?
Any guidance would be appreciated.
Q: I noticed on your macroeconomic card that inflation rate is higher than gdp growth. What causes this and is it something that can continue over the long term ? Thank you.
Q: Your report on Altus Group stated “One of the noteworthy risks at AIF is that 42% of the Canadian cost practice is from rental and condominiums in the multi-residential segment. Impairment in this sector could hurt the Canadian revenues as could a general decline in the Canadian housing markets.”
I would have thought that their revenues in this segment would depend more on sales volume as opposed to actual housing prices. Can you please comment on this. Essentially, if an investor believes that housing prices (condos in particular) will decline but turnover will remain strong, would this negate any of the declining revenue risk outlined in your report?
I would have thought that their revenues in this segment would depend more on sales volume as opposed to actual housing prices. Can you please comment on this. Essentially, if an investor believes that housing prices (condos in particular) will decline but turnover will remain strong, would this negate any of the declining revenue risk outlined in your report?