Q: Any preference of the two lithium companies and why? Thanks.
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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 is your best guess on the level of impact the current $28.9B tax dispute Microsoft has with the IRS?
Does Microsoft have solid grounds to dispute or could this have a significant impact?
Does Microsoft have solid grounds to dispute or could this have a significant impact?
Q: What do you think about BIP.UN? Do you prefer another Brookfield name?
Thanks,
Jim
Thanks,
Jim
Q: Hello -
I suppose the merger with Life Storage has elevated EXR's debt. Is that debt load concerning in a prolonged "higher for longer" interest rate environment ?
How does it's present P/FFO ratio and Dividend yield compare to the past ?
Is there a better comparative metric to use than these ?
Is it a buy, or what would be "5i's attractive entry point" ?
I suppose the merger with Life Storage has elevated EXR's debt. Is that debt load concerning in a prolonged "higher for longer" interest rate environment ?
How does it's present P/FFO ratio and Dividend yield compare to the past ?
Is there a better comparative metric to use than these ?
Is it a buy, or what would be "5i's attractive entry point" ?
Q: Can you tell me of any recent insider buying done by Brookfield Corp.How can I in the future find this myself
Q: I am wondering about the impact of open banking on our big banks in Canada. We may learn something from the US who are reportedly starting earlier. But I wonder how much our big banks will be stirred up by giving customers control over who gets access to their data, and more importantly, the impact on their moat from more knowledgeable competition.
Q: Some time ago when rates were starting to go up I bought XSB for the bond (cash) part of my investments, . The thinking was that the "Short" would protect against rising rates. Alas, things did not work out that way and the holding is down about 9 %, not including interest paid. At this point, can you see any advantage to holding XSB with a return of 2-3 % when GICs are available at more than 5%? Many thanks
- Suncor Energy Inc. (SU)
- Cenovus Energy Inc. (CVE)
- MEG Energy Corp. (MEG)
- Athabasca Oil Corporation (ATH)
Q: Which names are your favourite heavy oil producers in Canada?
Q: How would you rank these three companies as to best value, moat, and revenue growth over the next 3 -5 years? I'm leaning toward Descartes Systems but their P/E is fairly high compared to peers and the industry. Thanks.
Q: Hi. Any reason why BIP.UN went down more than 5% yesterday? I am a long-term holder of BIP.UN and was wondering if this is the time to bring it up to a full position (4%)?
- Adobe Inc. (ADBE)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Salesforce Inc. (CRM)
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Constellation Software Inc. (CSU)
- Descartes Systems Group Inc. (The) (DSG)
- Veeva Systems Inc. Class A (VEEV)
- The Trade Desk Inc. (TTD)
- Synopsys Inc. (SNPS)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- CrowdStrike Holdings Inc. (CRWD)
- Mitek Systems Inc. (MITK)
- Topicus.com Inc. (TOI)
Q: I understand that information technology stocks maybe "cyclical". Like for example, TTD may be more cyclical because it leans into communication for retail stocks. But for many, I'm having a difficult time deciding whether the above stocks are heavily, moderately or lightly cyclical. Please let me know how you would rate them for these 3 categories. Thanks for the help and please deduct credit that you consider is right for the work needed to answer my question.........Tom
Q: Does their dividend qualify for the Canadian Dividend tax credit?
Thank you
Thank you
- Parkland Corporation (PKI)
- Superior Plus Corp. (SPB)
- Crombie Real Estate Investment Trust (CRR.UN)
- Exchange Income Corporation (EIF)
- Hamilton Utilities YIELD MAXIMIZER TM ETF (UMAX)
Q: In reference to your answer today regarding selling the 4 stocks to replace with UMAX, you state that UMAX is “ fully invested in utilities “. I do not believe this to be true as it holds industrials such as WCN, CP, CN , and pipelines and phone companies, which may have a deep moat but I do not class as utilities. I bought this etf for its selection of solid large cap companies across several sectors. True utilities in this ETF are FTS, EMA, NPI, H, ( 30 % of total etf ). The name of the etf is a bit of a misnomer.
Thanks. Derek.
Thanks. Derek.
- Parkland Corporation (PKI)
- Superior Plus Corp. (SPB)
- Crombie Real Estate Investment Trust (CRR.UN)
- Exchange Income Corporation (EIF)
- Hamilton Utilities YIELD MAXIMIZER TM ETF (UMAX)
Q: In my RRIF, where income with some growth is the aim, I am considering replacing one or all of EIF, SPB, PKI, CRR.UN with UMAX ETF. In what order would you sell ( I believe it’s best to spread this out over the next 6 months) ? Is there any stock you would keep or is a definite sell ? This will double the portfolio’s income and offset the rising mandatory withdrawal . This will also increase my portfolio’s composition of large cap industrial and utility companies. Your opinion on this approach is appreciated. Thanks. Derek.
- Celestica Inc. (CLS)
- BRP Inc. Subordinate Voting Shares (DOO)
- Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
- Converge Technology Solutions Corp. (CTS)
- Docebo Inc. (DCBO)
- Dye & Durham Limited (DND)
Q: Thx for the heads up on CLS in early May. Looking at insider buying by CEOs and CFOs do you see anything of interest at present? Anything of interest from the growth porfolio with significant insider buying?
Thx
Thx
- Brookfield Renewable Partners L.P. (BEP.UN)
- Algonquin Power & Utilities Corp. (AQN)
- Northland Power Inc. (NPI)
- Innergex Renewable Energy Inc. (INE)
Q: Can you please tell me the estimated forward P/E for the above 4 utilities. Could you please rate from best to worse for potential total return over the next 2-3 years.
Thanks
Thanks
Q: I believe in the products of these two companies but either management has executed poorly or their products are ahead of their time. Once the tax loss season starts, it may be possible to pick them up at even lower prices; however, the risk of going bankrupt also looms in their future. Can management turn these companies around? What is the risk that these two companies go bankrupt before demand for their product increases?
Q: 5I team: Do you have any names you would consider safest type bets to carry @8.5% margin thanks Larry
Q: Peter is HHL etf a good choice for income investors.?? Is div Safe thanks Ken
Q: Can you please provide me with your view on YETI today, thank you.