Q: Hi there, thank you for a great year of service! In the new year I will be rebalancing my portfolio, shifting positions to 4% in each of the Balanced Equity names. This will leave me with 8% left in cash and room for 2 names to make a 25 name portfolio. Which 2 names would you add for balance and growth? I am in my early 30's and have a long term outlook. Thanks again!
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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: If you could buy just one oil services company for a 1-2 year hold for a 5% weighting who would it be and for a mixture of growth and value thanks a lot
Q: Are REITs a good investment right now? (If so, which is your favorite?)
Q: I've both CCL.B and ITP and over the years, they have grown quite a bit. I am thinking to trim back to lower their %. Please let me know if both are in about the same business. Which has a better balance sheet (less debt) and more future growth? Which of the two should I trim back or should I sell equal portion of both? Thanks and a merry Xmas to the entire 5i team.
Q: what percentage would you be comfortable today investing in the energy sector? If I own SU, RRX AND PKI and it is about 13% of total portfolio is this too much?
Thanks
D
Thanks
D
Q: Hi Team,
You've just added CRH to your growth portfolio. I've been tracking it for a while based on your coverage and a friend's position in it. Can you please comment on its risk level? My thought is to possibly move out of Gilead Sciences (GILD) in the US and into CRH. But I am concerned about its valuation after a great year, especially when compared to GILD which has had a very bad year (and may now represent a value opportunity or dead money). I also own Knight (GUD) and iShares Biotech (IBB). Your thoughts would be appreciated. Thank you. Michael
You've just added CRH to your growth portfolio. I've been tracking it for a while based on your coverage and a friend's position in it. Can you please comment on its risk level? My thought is to possibly move out of Gilead Sciences (GILD) in the US and into CRH. But I am concerned about its valuation after a great year, especially when compared to GILD which has had a very bad year (and may now represent a value opportunity or dead money). I also own Knight (GUD) and iShares Biotech (IBB). Your thoughts would be appreciated. Thank you. Michael
Q: Is the termination today of he Redknee deal likely to be of meaningful benefit to CSU ?
Q: CCL.B is up 18% today on news that it bought Innovia. Thoughts?
Q: Usually when a company makes a big purchase it's stock takes a hit, but CCL is up over 18% on the news of its purchase. Is this overdone? If you own should you sell now in expectation of a pullback, or contrarily if you didn't own now would you buy it here?
Q: CCLindustries hasten up ~18% this AM. Is it purely to the purchase of Innovia or is there another reason? Is this acquisition that benificial? Thanks for your insights.
Q: What is your synopsis on this company? It was recommended because of the high dividend.
Thank you
Thank you
Q: DXD-V
3D Signatures Inc.
Knight therapeutics is investing in 3D Signatures. Should I tag along?
Given that I believe Knight knows what it is doing.
3D Signatures Inc.
Knight therapeutics is investing in 3D Signatures. Should I tag along?
Given that I believe Knight knows what it is doing.
Q: UGE is a penny stock on the Venture. It is a solar energy system provider that I just recently read about. It seems to have a large percentage of inside ownership. I was wondering if you had any more information on it?
Q: Which of the drillers may have the biggest pop? Do you have a preference.
Q: I have 7% of my portfolio in AAR.UN,Pure Ind. REIT, my only exposure to the REIT sector.I'm up about 40%& have enjoyed a 9% div. based on my purchase price 5 years ago.Income is not a big factor for me.Does Pure have enough growth potential, particularly in the US, to offset the expected interest raises in 2017 & further out?Should I keep Pure or sell in favour of ZUB, the BMO Equal Weighted US Banks Hedged to the Cdn.Index ETF? Would unhedged be better at this stage? My only US exposure is indirectly through TD & SIS.
Thanks,
Dave
Thanks,
Dave
Q: IN YOUR INCOME PORTFOLIO YOU HAVE CPD,CVD,XHY AND THEy ALL HAS LOST MONEY ( - 20%, -4% AND -10%.).Does it make sense to get rid of them?Why have any bond at all?Thanks and season greeting to all.ebrahim
Q: What is your view of the Allied World purchase? Watsa describes it as "transformative" and in terms of size it does certainly seem significant. FFH share price is just off 52-week lows. Would you suggest initiating a position for a long-term hold?
Q: Hi Peter and gang,
EIF's EPS(TTM) is $1.82 and it pays a monthly dividend of $0.1750 which translates into an annual didvidend of $2.01. If my calculations are correction, EIF's payout ratio is then 110%. Would you please comment on the sustainability of EIF's current dividend payout. Also please provide comment on this company going forward.
As always, good works fellas. Regards!
EIF's EPS(TTM) is $1.82 and it pays a monthly dividend of $0.1750 which translates into an annual didvidend of $2.01. If my calculations are correction, EIF's payout ratio is then 110%. Would you please comment on the sustainability of EIF's current dividend payout. Also please provide comment on this company going forward.
As always, good works fellas. Regards!
Q: Please comment on the offer by Baazov being terminated? What does this mean for the future? Are the company fundamentals good? Is this a time to start buying a little?
Q: Greetings:
Can you tell me why Gildan dropped about 5% yesterday? It seemed to be rising nicely last week :(
Thank you!
Can you tell me why Gildan dropped about 5% yesterday? It seemed to be rising nicely last week :(
Thank you!