Q: I would like to have your opinion on Blackberry, is it worth keeping, the price seems to behave like a yoyo. They said they will stop making blackberry phones, but then recently in the news that a blackberry is coming out to the market with an exciting new keyboard... Thanks in advance. Catherine
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: In the last week of Sep I think I saw a some 67k purchase of SYZ @ $10.04.Please advise if this is a good entry point for half or full position now that it had dropped from a $11.75 recent high.Always appreciate your normal great services & views.
Q: I know you don't really cover US names but do you know approximately what percent of DIS's revenue comes from ESPN? I haven't watched it but my friends that do/did say it is pretty awful. I'm worried the worst is yet to come for ESPN.
The comments in this reddit thread posted 4 months ago really echoed what I heard from others: https://www.reddit.com/r/television/comments/4lv7hk/espn_has_lost_10_million_subscribers_since_2013/
The comments in this reddit thread posted 4 months ago really echoed what I heard from others: https://www.reddit.com/r/television/comments/4lv7hk/espn_has_lost_10_million_subscribers_since_2013/
Q: Up 10% today. See any reason why?
Thanks
Sheldon
I have a question about 1014
Thanks
Sheldon
I have a question about 1014
Q: For information,SJ was recommended today by Royal Bank for a $56 target price & outperform rating.SJ was a top pick of Ryan on Sep 30
Q: You have me confused. Your latest coverage summary has Newalta with a yield of 10.5%, however in your own coverage a while ago you properly indicate that the dividend has been suspended. Do you calculate your yield differently ?
Q: Further to today's Q&A from Stephen R. re sector diversification and PPL / TRP, I too have a similar issue with TRP and ENB. I have been (arbitrarily) assigning both of these holdings as half Energy, and half Utility. Could you give me your opinion on this approach. Thanks kindly, T.
Q: I need to sell one of my losers in my portfolio to pay for my home renovation. Between TCN and CJ which one is less likely for me to regret for dumping them in the next six months?
Q: Hello 5i,
I am running my son's TFSA. He recently received a $8,600 contribution. I bought a $1000/each of GUD and BEP.UN last November, so he has done well. If I was to divide the $8,600 by 7 or 8 choices, which stocks would you buy for him. He will be 25 this November.
Thank you,
Rick
I am running my son's TFSA. He recently received a $8,600 contribution. I bought a $1000/each of GUD and BEP.UN last November, so he has done well. If I was to divide the $8,600 by 7 or 8 choices, which stocks would you buy for him. He will be 25 this November.
Thank you,
Rick
Q: currently hold small positions totalling about $15000...
all are in negative status...
looking at selling all and buying the u.s. gold etf...
this will provide a capital loss tax benefit and with the current
value of the Canadian dollar there could be a double benefit to
switching to the u.s. fund...
would appreciate your thoughts on this strategy!!
all are in negative status...
looking at selling all and buying the u.s. gold etf...
this will provide a capital loss tax benefit and with the current
value of the Canadian dollar there could be a double benefit to
switching to the u.s. fund...
would appreciate your thoughts on this strategy!!
Q: In the last couple of weeks, I've taken a proper drubbing on Kirkland Lake Gold (have lost 30% in that time) ever since they announced their merger with Newmarket. The price of gold isn't helping of course, but this depreciation seems to be more of a direct impact of the merger.
I'm just wondering if I should throw in the towel on this one, or if the merger will revive it? (I'm honestly confused as to what would be the better part of wisdom here.)
Is there a likelihood that this will survive and thrive -- or is this all a big gamble in the hope that the merger will make the new iteration a company which is "bigger than the sum of its parts".
I don't want to waste opportunity here waiting for something which has no great intrinsic value.
In all honesty, I had purchased NewMarket & Kirkland as only traders, hoping for a nice healthy increase and then get out to re-deploy pprofits elsewhere --and it was working -- until this new merger was announced. (My long term hold in the gold sector is AEM). So ... any suggestions?
Is a bounce likely to come before the end of the year?
Anything that you can tell me about this position will greatly enhance my ability to make a decision. Thank you, as ever.
I marked this private only because I thought the rest of the membership might be bored with more NMI talk, but if you feel it would be of value to others, feel free to publish.
I'm just wondering if I should throw in the towel on this one, or if the merger will revive it? (I'm honestly confused as to what would be the better part of wisdom here.)
Is there a likelihood that this will survive and thrive -- or is this all a big gamble in the hope that the merger will make the new iteration a company which is "bigger than the sum of its parts".
I don't want to waste opportunity here waiting for something which has no great intrinsic value.
In all honesty, I had purchased NewMarket & Kirkland as only traders, hoping for a nice healthy increase and then get out to re-deploy pprofits elsewhere --and it was working -- until this new merger was announced. (My long term hold in the gold sector is AEM). So ... any suggestions?
Is a bounce likely to come before the end of the year?
Anything that you can tell me about this position will greatly enhance my ability to make a decision. Thank you, as ever.
I marked this private only because I thought the rest of the membership might be bored with more NMI talk, but if you feel it would be of value to others, feel free to publish.
Q: Currently holding 500 plus shares of Jpm in my rrsp and have for a maybe 3 years now, if I was to sell, what name/ names would you suggest as a buy.. Am sitting on a bit of cash already.
Am 61 years of age and in good health.
Am 61 years of age and in good health.
Q: Hi I am confused by your answer on ROC in a tsfa In my opinion the tsfa is a ideal place for those stocks that pay a return of capital I have been doing this since inception .My tsfa hold mostly .UN vehicles
Kind Regards
stan
Kind Regards
stan
Q: just a comment, great interview with marcel bourassa ceo of savaria just seen on bnn,done from his plant in brampton.
he has a guy working almost full time on m&a, and in the last 2 months he says he has made 2 offers on companies, but he also says it is very important to buy at the right price.he has 45 million in the bank and thinks he can do an m&a up to 200 million.
he and his brothers bought the company 20 years ago for 200,000, now market cap 400 million. dave
he has a guy working almost full time on m&a, and in the last 2 months he says he has made 2 offers on companies, but he also says it is very important to buy at the right price.he has 45 million in the bank and thinks he can do an m&a up to 200 million.
he and his brothers bought the company 20 years ago for 200,000, now market cap 400 million. dave
Q: Hi 5i Team:
I’m sold on the need to maintain sector diversification and use your suggested weightings for an income portfolio as my guide. It is how to classify pipelines that always gives me difficulty. I hold Algonquin, Fortis and Innergex to the tune of 10% classified as Utilities. I hold Canadian Natural Resources and Parkland Fuels which make up 7.0% as Energy. Now the problem, I also own Pembina and TransCanada to a total of another 6%. If I go against the TSX and say they are Utilities then I am pretty much in line with where I want to be. If I say they are Energy, suddenly I am overweight Energy and underweight Utilities. My question is do you have any data that would suggest which sector the pipelines are actually more strongly correlated to historically? My feeling is that they have probably moved down with Energy when the oil and gas sector gets beaten up, but also move down with Utilities when interest rates go up so not sure it really matters that much unless one has a crystal ball? But I try not to invest by feelings, would love to know if there is any hard data to support a decision? Alternatively, if you just look at the above and say “too much energy exposure for proper diversification” that’s good enough for me. Appreciate your guidance as always, thanks!
I’m sold on the need to maintain sector diversification and use your suggested weightings for an income portfolio as my guide. It is how to classify pipelines that always gives me difficulty. I hold Algonquin, Fortis and Innergex to the tune of 10% classified as Utilities. I hold Canadian Natural Resources and Parkland Fuels which make up 7.0% as Energy. Now the problem, I also own Pembina and TransCanada to a total of another 6%. If I go against the TSX and say they are Utilities then I am pretty much in line with where I want to be. If I say they are Energy, suddenly I am overweight Energy and underweight Utilities. My question is do you have any data that would suggest which sector the pipelines are actually more strongly correlated to historically? My feeling is that they have probably moved down with Energy when the oil and gas sector gets beaten up, but also move down with Utilities when interest rates go up so not sure it really matters that much unless one has a crystal ball? But I try not to invest by feelings, would love to know if there is any hard data to support a decision? Alternatively, if you just look at the above and say “too much energy exposure for proper diversification” that’s good enough for me. Appreciate your guidance as always, thanks!
Q: I'm looking to re-invest the proceeds received from the BNK take-out transaction. Ideally looking for another takeover candidate but doesn't have to be in oil/gas sector. Another criteria would be that the company is "solid" with limited downside if a takeover doesn't materialize.
Q: In your opinion is par.un?I have continued to hold it for the 6.9% dividend but it is now well below my purchase price. Is it a sell or a hold?
Q: Sienna Senior Living has been undergoing a steady decline for a number of weeks now and I would appreciate your analysis on possible reasons. (1) Is the stock merely falling back to a more reasonable evaluation or (2) do the recent acquisitions of Nicola Lodge and Glenmore Lodge raise the likelihood of a new share issue going forward and shares are being sold in anticipation of a significant drop in price? As always, thank you for your valued opinion.
Q: Can you provide any insight on this company?
Q: Hi 5i,
If book value of ECN is $4.41 per share, why would it be trading in the $3.15-$3.20 per share range right now?
Does the current share price increase the risk or change anything for the INFOR Acquistion Corp merger to close?
Thanks, Shane
If book value of ECN is $4.41 per share, why would it be trading in the $3.15-$3.20 per share range right now?
Does the current share price increase the risk or change anything for the INFOR Acquistion Corp merger to close?
Thanks, Shane