Q: I'm reviewing my portfolio to evaluate if there are any names i've held for a few years which haven't done much or i'm down on, and may be candidates to be sold and replaced with growthier names that have become more attractive. The 2 names that meet the criteria are VEEV and PGNY. With a focus on growth do you think either of these names should be sold and replaced or are they holds? Thx
Q: With the rush to electrify economies, and reduce reliance on fossil fuels, many Co.'s will experience strong growth over the next several years. Can you provide a list of 6-8 Co.'s with strong fundamentals, that trade in Canada, from various affected sectors that you feel stand to benefit by this coming move to electrification. Please rank them from best growth prospects to least. Thank you and please take as many credits as required. ...Will
Q: Dear 5i,
I came upon old (1945) stock certificate for Annamaque Mines, Limited when looking at old family papers. How can I check if shares have any value. Much Thanks for your advice.
Q: Good morning 5i
Just a clarification on your covered call strategy that you mentioned today. You said that if called away, say, at $45 you would immediately sell a put for $45 for about a month out. One of the reasons for this i imagine is that you think the stock has the wind in its sails. Right? Also, how would this strategy affect the superficial loss rule. I don’t imagine you would be seen as buying the stock within 30 days?
Thanks
Q: You have like this Reit in the past, but recently I have read it has high debt and was not recommended (in this particular article). Do you still like it, and what would be a good entry point if you were to buy it. I have a small position and am not sure whether I should add to it or not. Thanks.
Q: Retired, dividend-income investor. I am looking at topping up existing positions in BCE, BNS, TRP over the next 1-3 months, as funds become available.
Please rank them in order of :
a) Value (based on where their P/E (or whatever the appropriate metric) is currently vs over time),
b) Potential capital upside.
Any thoughts on technicals and seasonality would be appreciated.
My own thoughts are to add to TRP first, then BNS, then lastly BCE.
Q: Why are they consolidating the shares? They are nowhere near a delisting price.
Why do you think the market is unphased by the yield reduction. Even an anticipated cut almost always creates a drop. Occasionally a boost of course.
Q: Hello. I am looking for some advice on preferred shares. Given the current situation of rising interest rates, which type of preferred shares (reset, perpetual, or floating) should I buy to maximize my dividend income and capital appreciation in the future? Thank you.
Q: If the appeal process results in the current judge's order being upheld and Enbridge being forced to "move Line 5" (which sounds to the uninformed to be potentially rather costly) what is the possible effect on the equity - in other words, what are shareholders looking at as a possible downside, what is the risk of this worst case scenario, and what does the 5i crystal ball say will likely happen. Does this alter your positive outlook on this stock as a solid income hold with some likely capital improvement over time - is it still a buy. Thanks for your opinion on this news.
Q: Can you suggest a few US and Canadian stocks with good momentum and fundamentals that are well positioned to trade, but at the same time can be kept long term if the trade goes sour?
Q: hi, any news accounting for the severe stock price decline today? further, what is your best guess as to where we are in the "recession" cycle now??
Q: Please comment on each of these companies. Would like to add to RIF account. Interested in the material sector. Do you have another suggestion if neither of these are stable in your view. Thank you.