Q: Thinking of getting into Lumine Group. What is the valuation like, compared to CSU and TOI? 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 percentage of your account should you have the QQQ stocks?
Q: Hi 5i
I thought one of the Canadian banks (National?) had a large interest in FSZ. If this is the case would it be less likely that FSZ would consider cutting the dividend ?
Your thoughts on the dividend safety at this time.
Thanks
I thought one of the Canadian banks (National?) had a large interest in FSZ. If this is the case would it be less likely that FSZ would consider cutting the dividend ?
Your thoughts on the dividend safety at this time.
Thanks
Q: Sold GSY yesterday. Likely would have stayed the course, but the company's failure to divulge information with regard to Canada Drive in a timely manner tipped me over the edge. So, I have 3% of my portfolio in cash that I would like to reinvest in a Canadian stock with a similar growth/dividend/risk profile. Minimum dividend of 2%, preferably >3%. Canadian stocks already held are: T, X, WSP, TFII, ATZ, SIS, BIPC, BEP, SU, NPI, NTR, PBH, BAM, BN. (US stocks are: GOOG, IHI, COST, NVDA, J, ABBV, MSFT, V, HD and AMZN.) I would appreciate 3 suggestions that would meet my criteria. No industrials or financials please, as I am already overweight. Thank you.
Q: Should I wait and see how the US debt ceiling fight goes before investing this year?
- Intuit Inc. (INTU)
- Alimentation Couche-Tard Inc. (ATD)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Digital Turbine Inc. (APPS)
- Sprout Social Inc (SPT)
Q: Good Morning,
In my (hopefully) high growth basket of stocks, I would like to do some consolidation. The partnership with TikTok is supposed to be beneficial for Sprout Social, but with the security concerns about TikTok in the recent news, do you think that Sprout will be significantly impacted? If so (or if you no longer like Sprout) in what order might you consider adding to the following: LNTH, APPS, ATZ, INTU, ATD for a 3-year hold? Thanks. Brad
In my (hopefully) high growth basket of stocks, I would like to do some consolidation. The partnership with TikTok is supposed to be beneficial for Sprout Social, but with the security concerns about TikTok in the recent news, do you think that Sprout will be significantly impacted? If so (or if you no longer like Sprout) in what order might you consider adding to the following: LNTH, APPS, ATZ, INTU, ATD for a 3-year hold? Thanks. Brad
Q: Can you provide thoughts on recent results. How do you value the future hedges and impact on debt levels over time. How do you like its upside torque with >$80 barrel pricing and future potential?
Q: hi, in regards AQN Kentucky power transaction- the end of March is the end of comment period, with presumably a decision on whether or not this transaction will go through shortly after? do you have any sense as to this purchase going ahead, or not going ahead ( and AQN paying a penalty ). further, what do you think the potential upside could be with an announcement of the merger NOT going forward; and conversely what do you think the downside in AQN price could be if the merger does go ahead? cheers, chris
Q: Where can I find a list of all the CDRs available in Canada?
For a growth-oriented TFSA, what would be your top picks (5-10) from this list for a 5+ year hold?
Thank you in advance.
For a growth-oriented TFSA, what would be your top picks (5-10) from this list for a 5+ year hold?
Thank you in advance.
Q: There are a few obvious similarities here in terms of market cap and dividend yield, a few obvious differences in trailing price/earnings and sectors (staples/discretionary). Hoping for your insight into which one you would sooner own for the next two years assuming we are going soon going to enter a recession (or are already in one). Or maybe neither?
Q: I hold Goeasy and am down over 40% on my purchase price. I am thinking of getting out. Do you have anything in mind as a suitable proxy. Thank you.
Q: Hi, On his BNN appearance, Feb 13, Peter was very positive on the stock " We do consider it one of the best industrial stocks right now." Peter also indicated having visited the facilities/plants and met the Management, at the time he owned a large chunk of the Co., while managing funds for a large Canadian institution. Stock has seen a phenomenal run over past 9 months (+65%) and YTD +30%. ATS also appears to have grown to a 7% weight in the 5iGrowth Portfolio.
We have taken a starter 1% position, over past 2 weeks, to complement Industrials in our portfolio.
Could you (Peter) kindly share your current view of the company, with respect to its management, valuation, debt and Growth prospects. Also, in light of such a strong run up in the share price, would you still be comfortable adding at current levels or wait for a pullback ( If it happens, at all ), for a long term investment ?
Thank You
We have taken a starter 1% position, over past 2 weeks, to complement Industrials in our portfolio.
Could you (Peter) kindly share your current view of the company, with respect to its management, valuation, debt and Growth prospects. Also, in light of such a strong run up in the share price, would you still be comfortable adding at current levels or wait for a pullback ( If it happens, at all ), for a long term investment ?
Thank You
Q: I am down by 55% on this company, although it is a small position (.8%) & I consider it speculative. Your comments will help me decide to wait, sell, or buy more. Thanks
Q: What is 5i thoughts on Pivotree's 2022 Q4 results? Cash holdings jumped significantly between Q3 and Q4 of 2022.
Q: If a series of events were to occur that would cause the long end of the yield curve to spike to 10%, how does this affect highly indebted companies such as ENB, TRP and BEP.UN ? What measures can they take to avoid bankruptcy in that scenario, and what would be your level of confidence that they could ?
As a 2nd part to this question, what are your top 5 Canadian dividend-paying stocks that would have balance sheets that one would not necessarily need to be concerned about ? i.e. durability under the above situation.
As a 2nd part to this question, what are your top 5 Canadian dividend-paying stocks that would have balance sheets that one would not necessarily need to be concerned about ? i.e. durability under the above situation.
Q: The Federal, Ontario and Quebec governments have all announced significant infrastructure spending in their budgets. This should be good for infrastructure companies. Which stock do you think is most promising for a new position? I have held WSP in the past and was surprised to see it down 1% today despite the positive news. At a PE of 47.6X is does not look cheap.
Q: Good morning,
I currently hold FRU in my TFSA account and it is down approx 30%.
Q1. What is your outlook at this time of FRU and would this be a good entry point to purchase some additional shares?
I wish to purchase an energy stock for my TFSA and GXE is one under consideration given the relative safety of its high dividend and growth prospect should the price of oil go higher.
Q2. What are your thoughts and outlook of GXE at this time and do you have a better recommendation for a new position in my TFSA?
Thank you and I'll await your sage advice.
I currently hold FRU in my TFSA account and it is down approx 30%.
Q1. What is your outlook at this time of FRU and would this be a good entry point to purchase some additional shares?
I wish to purchase an energy stock for my TFSA and GXE is one under consideration given the relative safety of its high dividend and growth prospect should the price of oil go higher.
Q2. What are your thoughts and outlook of GXE at this time and do you have a better recommendation for a new position in my TFSA?
Thank you and I'll await your sage advice.
Q: CS Looks like the secondary has been placed. Stock moving up. Copper price moving up. Do you prefer CS over HBM
Also do you know when ATZ reports its Quarter RAK Thanks a lot
Also do you know when ATZ reports its Quarter RAK Thanks a lot
Q: What is your take on financials released today.
Do you consider NEO to be a buy sell or hold
Thank you
Do you consider NEO to be a buy sell or hold
Thank you
- BMO Covered Call Canadian Banks ETF (ZWB)
- CI U.S. & Canada Lifeco Covered Call ETF (FLI)
- iShares U.S. Insurance ETF (IAK)
Q: FLI has a good dividend but it is on its declining share value. It is contradictory in its performance as higher interest is supposed lift Life Ins companies earnings. Please advise what is the way to find out how these ETF burning through capital and do you have alternatives for this sector of financial cos.?