Q: Please comment on their Q3.
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: Anyone know how BMO will deal w/London based shares of combined entity if proposed merger succeeds - to my knowledge can only trade in Cdn or US listings? Also, Cantor Fitz suggesting private equity yet to come into fray - any thought on that possibility?
-
Fortis Inc. (FTS)
-
Brookfield Renewable Partners L.P. (BEP.UN)
-
Algonquin Power & Utilities Corp. (AQN)
-
Valener Inc. (VNR)
Q: I have about 9% in utilities in an otherwise balanced portfolio. All these companies have dropped from 5 to 10% in value over the last while. Can you explain this. Should I lighten up on utilities, and if so, which one(s) should I sell? Thanks.
Q: I realize Lumentum trades on Nasdaq but could I have your views on the company. It has done well this year but Goldman Sachs just downgraded it. Could the Samsung Galaxy issues have anything to do with it? Would you advise holding or selling?
thank you
thank you
Q: Are things getting any clearer yet as to the survivability of Valeant? Have any of their proposed sales brought buyers, and do you think they can meet their short term obligations to give them time to regroup?
Q: Hi 5i. You periodically answer questions re sector allocation percentages. One of your more recent, discussed the inclusion of Real Estate as the eleventh.
Can you clarify if these suggested percentages would be for the Equities portion of one's portfolio only, and thus would exclude the Fixed / Cash portion. Thanks for clarifying. T.
Can you clarify if these suggested percentages would be for the Equities portion of one's portfolio only, and thus would exclude the Fixed / Cash portion. Thanks for clarifying. T.
Q: I hold shares in DH. It has been on a bit of a slide lately. Would this be a good price to add to my holding??
Q: I have a position in Gilead and have set a target price of $70(US) to add to my holding. Would you agree with this position? Thanks for your advice on this matter
Q: I have been watching ESL for several months and have taken a position in this company. Today it is trading near its low this year and I am thinking of buying another 200 shares at this price, Would you support this purchase? Thanks for your opinion
Q: Hello 5i
Chinook Energy.
No questions previously asked, and the name does not come up automatically when I type in the symbol on the title line above. So, from what I've read outside, I believe this company has a brilliant future. First off: Why the lack of interest?
Second, could you "shine your flashlight" on this one and give me your opinion. And might this be a stock that would interest you and subscribers, seeing as how its so underreported and unknown.
thanks
Paul L
Chinook Energy.
No questions previously asked, and the name does not come up automatically when I type in the symbol on the title line above. So, from what I've read outside, I believe this company has a brilliant future. First off: Why the lack of interest?
Second, could you "shine your flashlight" on this one and give me your opinion. And might this be a stock that would interest you and subscribers, seeing as how its so underreported and unknown.
thanks
Paul L
Q: Hello Peter and Team,
Do to the split, I have a tiny (practically negligible) position in ECN. Is this a company that you would be willing to top up to a half position, or should I release it now? If you are willing to top it up, would you prefer ECN or EFN and why?
Thanks,
Wes
Do to the split, I have a tiny (practically negligible) position in ECN. Is this a company that you would be willing to top up to a half position, or should I release it now? If you are willing to top it up, would you prefer ECN or EFN and why?
Thanks,
Wes
Q: Currently I have 10K in US cash that I would like to deploy. Could you suggest 3 mid-cap names that have decent momentum and growth potential?
Thank You
Thank You
Q: I have 7000$ to invest in my cash account med. risk and no energy .as overweight. Sold above stock also have $5000 in rrsp to invest,, Help Please Med risk, Thanks in advance Cliff PS Wonderful service!!
Q: ITP is up today and I don't see any news to explain the move. Do you see anything?
thank you
thank you
Q: Hello,
A recent article by Mawer, discussing executive compensation states "Constellation Software is a good example of a company we like because it has chosen to align its managers. The CEO draws a $1 salary and they don’t use securities to link the alignment. Instead, all their key managers are shareholders with a genuine stake in the company’s success, earned through years of share-based compensation."
Could you recommend some other companies like CSU with top notch management and similar alignment?
Thank you
A recent article by Mawer, discussing executive compensation states "Constellation Software is a good example of a company we like because it has chosen to align its managers. The CEO draws a $1 salary and they don’t use securities to link the alignment. Instead, all their key managers are shareholders with a genuine stake in the company’s success, earned through years of share-based compensation."
Could you recommend some other companies like CSU with top notch management and similar alignment?
Thank you
Q: Good Morning
Their are rumblings about The Ontario Government tearing up their pricey Renewable Energy contacts (National Post-Solomon). What is the probability of this happening and what renewable companies Transalta, Brookfield, Algonquin etc would be damaged.
An enjoyable Thanksgiving to al
Their are rumblings about The Ontario Government tearing up their pricey Renewable Energy contacts (National Post-Solomon). What is the probability of this happening and what renewable companies Transalta, Brookfield, Algonquin etc would be damaged.
An enjoyable Thanksgiving to al
Q: What are the prospects for Canfor Pulp? I bought a small position in 2011 for the dividend, which held for a while, but ended up being slashed. Should I cut my losses and redeploy?
Q: What is your analysis of Iplayco Corp, please, thanks.
Q: I have had ESRX.us for some time. I show a loss (it's down another >5% just in recent months). The company pays no dividend. Are its prospects good enough to advise patience? (I can’t use the tax loss). I saw your comment on CVS on Oct 7. That comment prompts me to ask you whether ESRX is worth holding? I looked at some analyses done by 'less superficial' analysts. I found opinions are at significant variance. I therefore ask your opinion , which would be more substantive and more trustworthy. Your opinion on what might be the optimal action would be very helpful. Thank you.
Q: Hello 5i,
Please provide your opinion on the BMO "Blue Chip GIC"
It offers 100% capital protection + 1% rate of return (total over 5 years) and a 100% participation in the S&P TSX Low Volitility Index.
I have seen many equity linked GIC's before but never with a 100% participation.
Fine print indicates that the maximum allowed by law is an average of 60% per year. The negatives I can see with this;
Possible opportunity loss of only a total guarantee of 1% over 5 years.
Money is locked in for 5 years.
Returns will be considered as interest not capital gains, so it would only make sense in a RRSP and or TFSA.
Is there anything else I am missing here?
Thanks,
RD
Please provide your opinion on the BMO "Blue Chip GIC"
It offers 100% capital protection + 1% rate of return (total over 5 years) and a 100% participation in the S&P TSX Low Volitility Index.
I have seen many equity linked GIC's before but never with a 100% participation.
Fine print indicates that the maximum allowed by law is an average of 60% per year. The negatives I can see with this;
Possible opportunity loss of only a total guarantee of 1% over 5 years.
Money is locked in for 5 years.
Returns will be considered as interest not capital gains, so it would only make sense in a RRSP and or TFSA.
Is there anything else I am missing here?
Thanks,
RD