Q: I would appreciate your opinion and recommendations on NOC and any other company you know of which is involved with drones.
Thank you, Peter, Ryan and 5iteam.
Thank you, Peter, Ryan and 5iteam.
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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 5i,
I bought these US securities on the 24 Jun this year. So far this is the performance:
shares $/sh amount book val +/- %
ATHN 24 131.25 3,150.00 2,978.99 +171.01 +5.74
PCLN 2 1,284.81 2,569.62 2,443.95 +125.67 +5.14
ALGN 54 54.71 2,954.34 2,870.87 +83.47 +2.91
SFL 155 18.80 2,914.00 2,877.45 +36.55 +1.27
SBUX 37 76.62 2,834.94 2,873.01 -38.07 -1.33
CLCT 139 20.09 2,792.51 2,883.08 -90.57 -3.14
GMCR 24 114.30 2,743.20 2,976.83 -233.63 -7.85
SNDK 27 93.21 2,516.67 2,793.10 -276.43 -9.90
MSCC 103 24.35 2,508.05 2,866.14 -358.09 -12.49
Just wondering if you can give me an update on my US portfolio.
Thanks,
Rick
I bought these US securities on the 24 Jun this year. So far this is the performance:
shares $/sh amount book val +/- %
ATHN 24 131.25 3,150.00 2,978.99 +171.01 +5.74
PCLN 2 1,284.81 2,569.62 2,443.95 +125.67 +5.14
ALGN 54 54.71 2,954.34 2,870.87 +83.47 +2.91
SFL 155 18.80 2,914.00 2,877.45 +36.55 +1.27
SBUX 37 76.62 2,834.94 2,873.01 -38.07 -1.33
CLCT 139 20.09 2,792.51 2,883.08 -90.57 -3.14
GMCR 24 114.30 2,743.20 2,976.83 -233.63 -7.85
SNDK 27 93.21 2,516.67 2,793.10 -276.43 -9.90
MSCC 103 24.35 2,508.05 2,866.14 -358.09 -12.49
Just wondering if you can give me an update on my US portfolio.
Thanks,
Rick
Q: Hello 5i,
My current portfolio consists of:
BX:US, COP:US, PXT, HWO, TLA, SYZ, VCM, PHM, DND, XTC, and RDX.
I like to keep a fairly concentrated portfolio and generally stick to smaller cap stocks. Assuming I am fairly equal weight between all of the above names, which would you (if any) recommend adding too today? And is there another small cap name that you think may fit nicely in this list to provide good growth/value and maybe a little diversification at the same time?
Thanks!
My current portfolio consists of:
BX:US, COP:US, PXT, HWO, TLA, SYZ, VCM, PHM, DND, XTC, and RDX.
I like to keep a fairly concentrated portfolio and generally stick to smaller cap stocks. Assuming I am fairly equal weight between all of the above names, which would you (if any) recommend adding too today? And is there another small cap name that you think may fit nicely in this list to provide good growth/value and maybe a little diversification at the same time?
Thanks!
Q: Hi, I know you don't concentrate on US stocks but would you please comment on Boeing for me?
Q: Hi Peter and Team,
Quick thoughts on National Holdings, NHLD.US
Quick thoughts on National Holdings, NHLD.US
Q: Hi Peter and Team, regarding Bonterra Energy, BNE, second quarter results, your thoughts and opinions would be greatly appreciated as usual. Looks very good to me! Thanks!
PS: growth plus dividend, they just keep slogging away to stay at the top right hand corner of their chart!
PS: growth plus dividend, they just keep slogging away to stay at the top right hand corner of their chart!
Q: HLP.UN Healthlease With HLP.UN being taken out (congrats!) I am in need of a stock to replace it. Do you have some suggestions to place on the watch list?
TIA
TIA
Q: pETER -hAVE BEEN DISAPPOINTED BY tOURMALINE OF LATE .dO YOU HAVE ANY CURRENT VIEWS kIM
Q: Hello,
I do not have any stock that would participate in the housing recovery in the US. I waslooking at Norboard of whom has been down a lot lately and a dividend of over 11% yeild. Would recommend this stock for long hold and for dividend?
Thank You.
Paul
I do not have any stock that would participate in the housing recovery in the US. I waslooking at Norboard of whom has been down a lot lately and a dividend of over 11% yeild. Would recommend this stock for long hold and for dividend?
Thank You.
Paul
Q: What are your thoughts on MAL for a long term hold ?
Q: Good morning,
Could you please give me your opinion on Aveda Transportation (AVE-V). I have taken some profits with IPL and was thinking of putting a portion of proceeds into AVE.
Thanks for the great service you provide.
Could you please give me your opinion on Aveda Transportation (AVE-V). I have taken some profits with IPL and was thinking of putting a portion of proceeds into AVE.
Thanks for the great service you provide.
Q: Hi what's your take on Petrowest's recent earnings report?
Thanks!
Thanks!
Q: Hi Peter and Team, regarding Macro Enterprises, MCR, can you please tell me if management/insiders are selling/buying their stock in the past few months? Thanks!
Q: Hello Peter & Co,
In my TFSA account, I have allocated $20k in tranches of $5k to invest and the rest is in an easily accessible account Premium savings PSA ETF. I have already invested in FRU (Royalties) and DHX (Media) and thinking of investing in ET (Technology) and Morneau Sheppell MSI (Human Resources). I'm not trying to hit the ball out of the park in terms of returns and, by the same token, have a good diversification.
Thanks as always,
Tony
In my TFSA account, I have allocated $20k in tranches of $5k to invest and the rest is in an easily accessible account Premium savings PSA ETF. I have already invested in FRU (Royalties) and DHX (Media) and thinking of investing in ET (Technology) and Morneau Sheppell MSI (Human Resources). I'm not trying to hit the ball out of the park in terms of returns and, by the same token, have a good diversification.
Thanks as always,
Tony
Q: Hi 5i,
I've been tracking a few thinly traded stocks for my RSP. Could you rank the following in terms of growth and stability for long term (10+ years)? LGT.B, ALC, KBL, CSW.A. I am particularly partial toward LGT.B. Do you think that this would be the type of company a pension or private equity could eventually scoop up? Thanks!
I've been tracking a few thinly traded stocks for my RSP. Could you rank the following in terms of growth and stability for long term (10+ years)? LGT.B, ALC, KBL, CSW.A. I am particularly partial toward LGT.B. Do you think that this would be the type of company a pension or private equity could eventually scoop up? Thanks!
Q: We current hold the following ETF's in our RRSP accounts. XEI,ZDM,ZEQ,ZWH,ZUE,VIG and IWO. These represent 20% of our RRSP holdings. The remaining funds are in equities, most of which are funds held in your portfolio. We have a Wealth Management team looking after the rest of our investments and they hold equities and fixed income. Averaging 45% equity and 55% fixed income. We are currently 65 and 69 years of age. We would appreciate your thoughts on the ETF's we hold and are open to different options. Thanks for all your help
Q: Hello;
What's your take on the following please.
Western One, WEQ
Emera, EMA
Thank you,
Steve Mason
What's your take on the following please.
Western One, WEQ
Emera, EMA
Thank you,
Steve Mason
Q: Hi. I hold Lloyds Bank via the ADR (LYG US). The government seems to be considering a sale of all or part of their shares to institutional investors shortly. Do you think they will sell the shares below what they are trading at today, or at the previous sale price.
Thanks for your thoughts on this
Thanks for your thoughts on this
Q: Hi Peter: I notice that Ainsworth Plywood(ANS) has come down in price since the cancelation of their proposed deal with Louisiana Pacific. Would this be a good entry point and do you think there is any upside from here? Thanks, Forrest
Q: Hi 5i: I've held Avigilon for a while. At one point I was up 60% and am still up though I've lost at least half my paper gains. I still like its growth prospects, but it seems unless the growth is "per share", the market is not impressed. Do you think it's worth holding on to at this point? I'm not in a major hurry but I don't want to go back to my initial acquisition price either. Your wise counsel would be appreciated.