Q: I am scratching my head on the consumer discretionary sector. Although the trends seem favourable, I am just not thrilled with what I see available out there. One name that intrigues me is PVH. It avoids the potential pitfalls of brick and mortar stores and seems fairly cheap on a valuation basis. Do you agree with the latter and can I have your general thoughts on PVH?. Or is some name in the sector that you find compelling? 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: What are you thoughts on Supreme Pharmaceuticals?
Q: Hi Team, For a play on Medical devices or the health space what are your thoughts on Boston Scientific? Is MDT Medtronic a better play or maybe JNJ with some Medical Devices. Thank-you! Sam
Q: I bought CUB.us thinking Cubic had a wide moat and/or a provides a specialized service for which the demand could rise soon. CUBIC appeared to be in a reasonably good sector. Is it? It seems to have stalled. Before I sell CUB.us I ask your opinion. (If you have other suggestions in this or adjacent sectors , I would welcome ideas).
Q: What utility etf paying a dividend would you suggest for a long term hold
Q: Are there any self storage companies in Canada that you think may be good investments? Do you like PSA on the NYSE as a long term investment?
Q: Since the oil downward spiral starting 8/2014 I have gradually reduced my energy stocks from about 15 down to just one name - CJ. In spite of the analysts' ongoing optimistic support this stock continues to be depressed. In fact, just this week, when it comes down to selling either SGY (a known under performer) or CJ, I opted for SGY since I can salvage more of my original investment.
Anyway, why is CJ continues to underperform so much? And what catalysts you can see that can pull CJ out of this slump?
Thanks for your insight.
Anyway, why is CJ continues to underperform so much? And what catalysts you can see that can pull CJ out of this slump?
Thanks for your insight.
Q: Hi; I know US stocks are not your focus but I wanted to ask your opinion on CVS. It seems like a great, stable US franchise not unlike Shoppers in Canada. It trades at a historically low valuation and below the broader market multiple. It pays a dividend. It seems like a great long term buy and hold for my RRSP. Is there something I'm missing?
Q: I have been reading up on solar energy which represents only 1% of the total energy used for now, but that should change dramatically in the years to come. Can you suggest a company or campanys which are involved in solar equipement .
Q: Hi. I am interested in putting away 10% of the fixed income in High Yield Bonds. Below is a list of high yield bond offerings.
http://campaigns.questrade.com/Libraries/bonds/Questrade_Bonds_List.sflb.ashx
Page 10 of this link has a list of high yield bonds, of which I've listed a few that seem promising:
1) AIM 4.01% expired 2019
2) XRS 4.86% expired 2021
3) PKI 4.17% expired 2021
4) PKI 4.97% expired 2024
5) QBR.B 5.22% expired 2023
Are they ok or do you have any other suggestions? Please choose two for me. THANK YOU IN ADVANCE
http://campaigns.questrade.com/Libraries/bonds/Questrade_Bonds_List.sflb.ashx
Page 10 of this link has a list of high yield bonds, of which I've listed a few that seem promising:
1) AIM 4.01% expired 2019
2) XRS 4.86% expired 2021
3) PKI 4.17% expired 2021
4) PKI 4.97% expired 2024
5) QBR.B 5.22% expired 2023
Are they ok or do you have any other suggestions? Please choose two for me. THANK YOU IN ADVANCE
Q: Hi Peter & team,
What's your take on Friday's selling? Do you think the company is going bankrupt, if not what's your opinion on buying little bit once/if the price stabilizes in the coming days? Please also let me know whether the price action in bonds also suggests a much higher risk?
FJ
What's your take on Friday's selling? Do you think the company is going bankrupt, if not what's your opinion on buying little bit once/if the price stabilizes in the coming days? Please also let me know whether the price action in bonds also suggests a much higher risk?
FJ
Q: what is your outlook on the market for the next three months and also the next year tsx dow jones and nasdaq?
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Stars Group Inc. (The) (TSGI)
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Boyd Group Income Fund (BYD.UN)
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Premium Brands Holdings Corporation (PBH)
Q: Hello,
May I have your opinion on selling part if my Amaya (3%) and Boyd (7%) positions to purchase Premium Brands. As I am over in consumer discretionary and hold only a 2% posit in Saputo in basics. This would bring basics up to approx. 5% and discretionary down to approx. 16%. I also hold aw.un, bpf.un cgx dhx.b and gsy. In your opinion is there a better rebalancing option?
Your input is much appreciated.
Brian
May I have your opinion on selling part if my Amaya (3%) and Boyd (7%) positions to purchase Premium Brands. As I am over in consumer discretionary and hold only a 2% posit in Saputo in basics. This would bring basics up to approx. 5% and discretionary down to approx. 16%. I also hold aw.un, bpf.un cgx dhx.b and gsy. In your opinion is there a better rebalancing option?
Your input is much appreciated.
Brian
Q: Have to choose between HR reit and Car.un what do you think or is there a yet better choice ?
Q: You have been moderately positive on Cargojet. Today, RBC raised its target price from $41 to $52. Are they being overly optimistic?
Q: Hello 5i,
I hold GWO with only about a one percent gain, so not much cap gains tax to pay, and was wondering, since I know you like SlF, whether you thought it worthwhile to sell GWO in order to buy SLf. i would like to have the cash too, (GWO is in a margin account). So i would also sell it for that reason.
thanks
I hold GWO with only about a one percent gain, so not much cap gains tax to pay, and was wondering, since I know you like SlF, whether you thought it worthwhile to sell GWO in order to buy SLf. i would like to have the cash too, (GWO is in a margin account). So i would also sell it for that reason.
thanks
Q: I understand that you will be giving a speech on when to sell stocks. Since I find that selling is much more difficult than buying, would you consider posting the speech on the website after it is given ? Thanks Glenn
Q: Hi 5i team,
About 18 months ago, I invested 20K in my girlfriend’s newly opened TFSA. I had asked a question where I was looking for stocks (medium to low risk) with dividends above 3% and still have potential for some growth for a 2-5 year hold. These were and still are her only investments.
Following your recommendations I bought equal weights of CDZ, WSP, BNS, AD and WIN. I have since sold WIN for ATD.B
If I were to start over today, what stocks would you suggest? Would you recommend that I adjust the current holdings to match any new suggestions? Or would you just stay the course? Thanks
About 18 months ago, I invested 20K in my girlfriend’s newly opened TFSA. I had asked a question where I was looking for stocks (medium to low risk) with dividends above 3% and still have potential for some growth for a 2-5 year hold. These were and still are her only investments.
Following your recommendations I bought equal weights of CDZ, WSP, BNS, AD and WIN. I have since sold WIN for ATD.B
If I were to start over today, what stocks would you suggest? Would you recommend that I adjust the current holdings to match any new suggestions? Or would you just stay the course? Thanks
Q: My understanding on the ownership of the common shares is that 70% is controlled by insiders who take their dividend by DRIP. The dividend is now at over 13%. At this rate, they will continually dilute the 30% of us who take the divy in cash. In addition the debt levels are dangerously high. Am I flogging a dead horse here?
Carl
Carl
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Descartes Systems Group Inc. (The) (DSG)
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Enghouse Systems Limited (ENGH)
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Open Text Corporation (OTEX)
Q: Hi, As part of a portfolio cleanup I am considering replacing <1% positions in DSG and ESL, and adding some more cash and add a full position in OTC. Does this make sense? With the new purchase of DELL EMC enterprise..I think OTC has positioned itself for growth. Are the liabilities increasing due to this purchase? How does it plan to fund this purchase? Do you think it would be better idea to wait for the benefits/issues due to this purchase to sink in?