Q: I wish to make my holdings in the energy sector more resilient to market turmoil and retain those holdings that have strong economic fundamentals plus pay a reasonable dividend. Can you recommend any that represent a good entry at this time.
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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: Hello Peter,
Is there a way to participate in SpaceX for retail investors? Also, with Elon Musk being involved in many companies (space x, twitter, tsla), how will this affect performance of tesla in the long run? I have small weighting in well health, is it good time to buy some more.. much appreciated
Is there a way to participate in SpaceX for retail investors? Also, with Elon Musk being involved in many companies (space x, twitter, tsla), how will this affect performance of tesla in the long run? I have small weighting in well health, is it good time to buy some more.. much appreciated
Q: I would like your opinion as to what has been driving the price of Energy stocks down ( like CJ who has good fundamentals ) other than the price of oil and gas.
Also why is the price of oil and gas low, when demand seems relatively strong.
Also why is the price of oil and gas low, when demand seems relatively strong.
Q: Thoughts on these two results and forward outlook?
DOL - had a solid beat and raised guidance, guidance and growth look strong still. Stock down currently on the results.
TVK - sales beat, profit down, div up 20%. For growth and acquisition companies like this, do you like to see a 20% div increase vs other "better" capital allocation ideas such as buying back shares, re-investing capital into more organic growth, etc.. Thoughts? Looking to add more to a smallish position.
Thanks!
DOL - had a solid beat and raised guidance, guidance and growth look strong still. Stock down currently on the results.
TVK - sales beat, profit down, div up 20%. For growth and acquisition companies like this, do you like to see a 20% div increase vs other "better" capital allocation ideas such as buying back shares, re-investing capital into more organic growth, etc.. Thoughts? Looking to add more to a smallish position.
Thanks!
Q: Hi 5i Team - Argonaut Gold has announced that it has just completed a Follow-on-Equity Offering of CAD $80 million. Is this a positive for the company or is the further dilution a reason to sell and move on to something else. There are already over a billion shares, and I am assuming this is before the recent offering. Do you think the market has already priced in this further dilution. Also what does 'Follow-on-Equity' mean.
Thanks.
Thanks.
Q: Your thoughts on Pfizer's guidance going into 2024, and as a long term investment beyond (i.e. pipeline, recent acquisition, etc.).
Q: Big drop today to $26.285 as guidance for EPS & Rev below estimates.Is it timely to buy and a good entry price.Previousy U stated $25-$26. Txs for U usual great services & views
- Park Lawn Corporation (PLC)
- Cenovus Energy Inc. (CVE)
- Precision Drilling Corporation (PD)
- Brookfield Infrastructure Partners L.P. (BIP.UN)
- GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
- Cargojet Inc. Common and Variable Voting Shares (CJT)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Real Matters Inc. (REAL)
- Trisura Group Ltd. (TSU)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Dye & Durham Limited (DND)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: I'm down a fair amount in registered plans after holding each of the 13 listed stocks for some time. Please rate in terms those that are worth keeping as the prospects are good vs those where it's probably time to cut losses and move on. Timeframe of 5 years before starting to draw down from portfolio.
- BMO International Dividend ETF (ZDI)
- BMO MSCI USA High Quality Index ETF (ZUQ)
- WisdomTree Japan Hedged Equity Fund (DXJ)
- iShares Biotechnology ETF (IBB)
- Invesco Aerospace & Defense ETF (PPA)
- VanEck Morningstar Wide Moat ETF (MOAT)
- SPDR S&P Aerospace & Defense ETF (XAR)
- iShares Expanded Tech-Software Sector ETF (IGV)
- VanEck Vectors Semiconductor ETF (SMH)
- Direxion Nasdaq-100 Equal Weighted Index Shares (QQQE)
- Invesco S&P MidCap Quality ETF (XMHQ)
Q: I have partial positions in listed 10 ETFs - plus JPM Quality US Factor [JQUA] ETF.- did not come up on your list.
Your advice is requested on which ones to move to full positions now:
a) rank those to buy now and add others you like;
b) rank those to buy later when your price points realized
c) rank those that are could be sold.
Thank you
Your advice is requested on which ones to move to full positions now:
a) rank those to buy now and add others you like;
b) rank those to buy later when your price points realized
c) rank those that are could be sold.
Thank you
Q: Hello 5i,
The turnaround that began in early November on many preferred stocks already seems to be reversing on some of them and heading back towards their lows. Is there a logical reason for this? (My question concerns perpetual preferreds, here are some examples - MFC.PR.C or FTS.PR.F)
Any information is welcome.
Thank you
The turnaround that began in early November on many preferred stocks already seems to be reversing on some of them and heading back towards their lows. Is there a logical reason for this? (My question concerns perpetual preferreds, here are some examples - MFC.PR.C or FTS.PR.F)
Any information is welcome.
Thank you
Q: what are 3 key current metrics that you use to evaluate SMCI? and how do they compare for the over the last 5 years thanks Richard
Q: In my investing account, Telus is rated a sell based on 4 analyst sells, 6 holds, and 1 buy. I just read your comparison with BCE, and it seems to me that while you prefer BCE, you hardly regard Telus as a sell. I hold both and was planning to continue. Would you see any objection? (I'm retired)
Q: Down quite a bit Wednesday noon. I see no news. Do you see anything to explain?
Q: Could you please explain why it isn’t in one’s best interest to withdraw more than the mandatory RRSP annual withdrawal??
Q: I am carrying losses of previous years and want to use them up. Can I sell stocks with capital gains and buy them back the same day, or do I have to wait a day? Thank you.
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Lumine Group Inc. (LMN)
Q: I realize it's not a very long time horizon but of these three stocks, how would you rank them for Capital appreciation over a one year period, thanks?
Q: Hi, can you please give me your top 3 or 4 individual stock picks for an RESP with 12 to 15 years before withdrawals? I would like to avoid the expense of currency exchanges but CDR's are welcome. Current holdings are GOOG-ne, XCG & XIT.
Thank you.
David
Thank you.
David
Q: I want to add one of the above with the expectation of a total yearly return of 8% in the next five years.
Could you rank the above and explain your rational
Best of the season
Raouf
Could you rank the above and explain your rational
Best of the season
Raouf
- Roku Inc. (ROKU)
- Vertiv Holdings LLC Class A (VRT)
- Celsius Holdings Inc. (CELH)
- Palantir Technologies Inc. Class A (PLTR)
Q: Hello Peter,
After Fed Powell's update today, is it reasonable to push the pedal for a Santa rally into the new year? If so, what sectors in the US would you look at? Would you look at anything in Canada at all? Any stock suggestions for a 'rational exuberance' would be most welcome.
Looking forward to your perspective.
Regards
Rajiv
After Fed Powell's update today, is it reasonable to push the pedal for a Santa rally into the new year? If so, what sectors in the US would you look at? Would you look at anything in Canada at all? Any stock suggestions for a 'rational exuberance' would be most welcome.
Looking forward to your perspective.
Regards
Rajiv
Q: I can't find any news to account for the almost 20% rise in share price today. Can you see or have you heard anything?