Q: Thanks for ENGH,GUD & PHO. Re CRH,please comment on 1)Why was there a big drop to $7.01 on Nov 28(Monday on big vol. of 2.12m) from $8.36 on Nov 25(Friday)? 2)Thomson/Reuters & CIBC reported that it missed estimated EPS 4 out of the last 6 periods & 5/6 respectively.Already own GUD,the only stock in the sector & thinking of adding CRH.Always appreciate u usual great services & views.All the Best for 2017
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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: Are the auto parts companies considered industrials or consumer discretionary? Thanks Bill
Q: Hi Peter and Staff
I have all of your growth portfolio at levels that I am comfortable with. I know I have too many other stocks in my own growth portfolio . From the list below do you have 3 suggestions to drop and 3 to then add to?
AGT,AYA,BAD,CAO,CXR,ESP,MAL,MSL,NYX,STN,TOS and WPK
Thanks for all you do
Dennis
I have all of your growth portfolio at levels that I am comfortable with. I know I have too many other stocks in my own growth portfolio . From the list below do you have 3 suggestions to drop and 3 to then add to?
AGT,AYA,BAD,CAO,CXR,ESP,MAL,MSL,NYX,STN,TOS and WPK
Thanks for all you do
Dennis
- Constellation Software Inc. (CSU)
- Maxar Technologies Inc. (MAXR)
- Enghouse Systems Limited (ENGH)
- Open Text Corporation (OTEX)
Q: Happy New Year to everyone, lets hope for a profitable 2017.
I have chosen a 15% weighting for my IT stocks. I own 4% of CSU, 3.7% of ENGH, 2.2% of MDA and 3% in OTEX-N. I'm underweight but unsure which stock to add to. I always appreciate your advice, thank you for all you do.
I have chosen a 15% weighting for my IT stocks. I own 4% of CSU, 3.7% of ENGH, 2.2% of MDA and 3% in OTEX-N. I'm underweight but unsure which stock to add to. I always appreciate your advice, thank you for all you do.
Q: Hi Peter and Staff
Both still I your growth portfolio ? Any reason not to add to small positions in either?
Dennis
Both still I your growth portfolio ? Any reason not to add to small positions in either?
Dennis
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Enghouse Systems Limited (ENGH)
- Home Capital Group Inc. (HCG)
Q: I'm a conservative investor and have been looking at the valuations on these three companies for awhile. All have good grades and have had decent pullbacks. What order would you rate purchasing these companies, or any other ones, based on least risk and greatest capital appreciation over the next two years. Thank you.
Q: Hello,
What would one expect to have happen with shares of NHC that were held as of the delisting? Will these re-appear as US listed shares in the same account? What are the different outcomes that are possible?
Thanks
What would one expect to have happen with shares of NHC that were held as of the delisting? Will these re-appear as US listed shares in the same account? What are the different outcomes that are possible?
Thanks
- Chartwell Retirement Residences (CSH.UN)
- Knight Therapeutics Inc. (GUD)
- iShares Global Healthcare Index ETF (CAD-Hedged) (XHC)
Q: Ryan,
I appreciated your recent blog post about the rebalancing trade potential for health care. Given there is so little to choose from in Canada would it be wise to look to US listed companies who have suffered as well. If so would it be better to go the etf route or do you have any company specific recommendations. Thanks again for your great service.
I appreciated your recent blog post about the rebalancing trade potential for health care. Given there is so little to choose from in Canada would it be wise to look to US listed companies who have suffered as well. If so would it be better to go the etf route or do you have any company specific recommendations. Thanks again for your great service.
Q: I have a 1% weighting in Knight, with its recent addition to theTSE and its recent rise to new levels would it be advisable to double the weighting in a balanced diversified portfolio looking for some growth?
Thanks.
Thanks.
Q: What do you think of Horizon Rotation HAC for a fairly safe TFSA pick? I am semi retired, don't touch the TFSA for income right now but not exactly immune to a huge loss either.
Q: Hi All at 5i!!! This is a rather simple question...but I have to ask it. What are some examples of cyclical stocks ( I have my own mental list) and how can one tell when the stocks are approaching the end of their up cycle. What are the telltale signs? Thank you and Happy New Year to you all. Ps. I am excited for your US portfolio !!!!Cheers!
Q: How would you rate either of these two foreign banks on two different continents?
- Enbridge Inc. (ENB)
- TC Energy Corporation (TRP)
- Brookfield Renewable Partners L.P. (BEP.UN)
- AltaGas Ltd. (ALA)
Q: In my 35-stock portfolio, I have a 9% overall weighting in the following:
ALA - 3%
ENB - 2.5%
TRP - 2.1%
BEP.UN - 1.4%
I am assuming that 9% is an "okay weighting" for this group (?) but my main question is, whether or not you see too much overlap in these stocks.
I know this group provides a mixture of storage and pipelines that move shale oil, crude, gas, etc. I also have exposure to renewable energy which has kept me from investing in other power-related stocks such as Fortis and Canadian Utilities.
Do you have any concerns about the weighting or overlap?
By the way, the only energy stock I have is TOU - 1.2%, if that makes any difference.
Thanks.
Jim
ALA - 3%
ENB - 2.5%
TRP - 2.1%
BEP.UN - 1.4%
I am assuming that 9% is an "okay weighting" for this group (?) but my main question is, whether or not you see too much overlap in these stocks.
I know this group provides a mixture of storage and pipelines that move shale oil, crude, gas, etc. I also have exposure to renewable energy which has kept me from investing in other power-related stocks such as Fortis and Canadian Utilities.
Do you have any concerns about the weighting or overlap?
By the way, the only energy stock I have is TOU - 1.2%, if that makes any difference.
Thanks.
Jim
Q: I haven't been able to find a website that gives me short positions on NYSE listed stocks...could you provide me with a link to a free website offering this information , please and thank you...cheers
Q: While I loath owning material stocks given the geopolitical, operational and commodity price exposure, I see AEM on your portfolio has taken a beating and this might represent an entry point. Materials is a zero weighting in my portfolio at present. Time for a change of heart?
Q: HCG still is waiting for a banking license, once this is obtained and they can start taking deposits and diversify their revenue streams, some/many of the short sellers may get frustrated...for HCG, slow and steady wins the race, it is only a matter of time before HCG gets some more love for its merits. Is my rationale totally flawed or partly flawed? How do you see it? Thanks!
Q: Hi 5i team,
Is there something going on with methanex corp?
It is no longer trade it in my account.
Andrew
Is there something going on with methanex corp?
It is no longer trade it in my account.
Andrew
Q: How much time ( weekly or monthly) and relative importance should a non professional track the: macro; sector specific; and company information, in order to be informed of information that could either have a positive or negative effect on an individuals portfolio.
Q: Your opinion on CCI.UN for income and long term hold , is the 10% plus sustainable?
Happy New Year
Cec
Happy New Year
Cec
Q: What do you know about this company? Is it investable for the long term?
If not, which companies would you recommend in this space?
Thx.
If not, which companies would you recommend in this space?
Thx.