Q: Is PCG a BUY. It is cheap but has had a lot of problems in California with forest fires caused by them . Is California a too risky place to invest People are leaving CA and with the recent devastation this will continue to be the pattern RAK
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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: Hi there,
GS has had a nice run up in response to their latest earnings reports.
All things considered do you think it’s still an ADD/BUY at this point?
Ok thanks!
GS has had a nice run up in response to their latest earnings reports.
All things considered do you think it’s still an ADD/BUY at this point?
Ok thanks!
Q: Hello 5i,
I couldn't find an answer for this question, so I hope it isn't a repetitive one. If so, my apologies.
Given that BCE will cut the dividend (even if just for argument's sake), what will be the impact on the share price? In your experience, does the size of the dividend cut generally equate to a similar sized rebound in price, or a fraction thereof? If a 50% dividend cut, what might be the potential rebound compared to a complete elimination of the dividend?
And, finally, any sense of when the board would want to have that decision made?
Many thanks for your insights - much appreciated, as always!!
Cheers,
Mike
I couldn't find an answer for this question, so I hope it isn't a repetitive one. If so, my apologies.
Given that BCE will cut the dividend (even if just for argument's sake), what will be the impact on the share price? In your experience, does the size of the dividend cut generally equate to a similar sized rebound in price, or a fraction thereof? If a 50% dividend cut, what might be the potential rebound compared to a complete elimination of the dividend?
And, finally, any sense of when the board would want to have that decision made?
Many thanks for your insights - much appreciated, as always!!
Cheers,
Mike
Q: What does CLBT do. ? Do they deal with many countries What Countries ? What is outlook for Company Growth Rates . Is it a strong Buy RAK
Q: Back in August 2024 it was mentioned that if the SSSG trends for PZA flatten out for the later part of 2024 it may be worth considering. Did they flatten out and is it worth considering now.
“Same-store-sales declined again in Q2 paired with royalty pool sales and adjusted earnings declining. We want to monitor the declining SSSG trends, and if they can flatten out over the second half of the year, we would then be comfortable stepping in.”
“Same-store-sales declined again in Q2 paired with royalty pool sales and adjusted earnings declining. We want to monitor the declining SSSG trends, and if they can flatten out over the second half of the year, we would then be comfortable stepping in.”
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Dominion Energy Inc. (D)
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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SmartCentres Real Estate Investment Trust (SRU.UN)
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Granite Real Estate Investment Trust (GRT.UN)
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InterRent Real Estate Investment Trust (IIP.UN)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: Hi,
I know interest rates are going down and I know the population of Canada may not grow as it did in the last few years. But how would you rate these reits in terms of their fundamentals, management, payout, and their risks. If you can rate from 1 to 10, 10 is the best, 1 is the worst.
Thank you
I know interest rates are going down and I know the population of Canada may not grow as it did in the last few years. But how would you rate these reits in terms of their fundamentals, management, payout, and their risks. If you can rate from 1 to 10, 10 is the best, 1 is the worst.
Thank you
Q: What are your thoughts on this etf.
Yield is high as are the mgt fees. I think the beta would be low and the investments relatively safe
Yield is high as are the mgt fees. I think the beta would be low and the investments relatively safe
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Genius Sports Limited (GENI)
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Cellebrite DI Ltd. (CLBT)
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Sportradar Group AG (SRAD)
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ReposiTrak Inc. (TRAK)
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Nebius Group N.V. (NBIS)
Q: Using your SMID rotation theme in the i2i report, please suggest a basket of stocks that fit this theme and an entry price if it's beneficial to wait for a pullback. Would you look at buying, for example, 5 or so at 2%? Thanks!
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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Granite Real Estate Investment Trust (GRT.UN)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: Is now a good time to get into CDN REIT's. If so can you please select your top 3.
Thanks in advance.
Thanks in advance.
Q: On Gear: I understand that 82% voted for the Gear Energy sale, and the new company Lotus. Does Gear have a timeline, for settlement with the shareholder. As an example, if one has 1000 shares, how would the settlement happen, how much cash would one receive, and how many Lotus shares ? When will Gear be delisted ? Given the poor deal that was struck by Gear, I have trouble believing 82% voted for the deal, but that is another topic, for another venue?
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BMO S&P 500 Index ETF (ZSP)
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iShares Canadian Growth Index ETF (XCG)
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iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
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Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY)
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Vanguard U.S. Dividend Appreciation Index ETF (VGG)
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Vanguard Balanced ETF Portfolio (VBAL)
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iShares Core Balanced ETF Portfolio (XBAL)
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BMO Nasdaq 100 Equity Index ETF (ZNQ)
Q: Can you name a handful of ETF options for long term holds in my son's RESP account. Growth, dividend, and balanced. Looking for exposure in Canada and USA. I don't want the headache of managing stocks for this portfolio. I'd rather have something that I can just buy and not look at it for 15 years until he needs it.
Q: Earnings are up but outlook is down - possibly because of Kennedy appointment - would appreciate your comment as I do not seem able to access their earnings statement recording.
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Vanguard U.S. Dividend Appreciation Index ETF (VGG)
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Vanguard Dividend Appreciation FTF (VIG)
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Vanguard Balanced ETF Portfolio (VBAL)
Q: Just re-asking a question from 2013 - "Hi..was wondering if there is a screener of non-eligible dividends for tax..bascially want to enusure purchasing correct ones outside of any sheltered portfolios...thanks"
Also, can you advise if VBAL, VGG, VIG have non-eligible dividends.
Lastly, pls advise if there's any way to check before stock purchase what the subcategories there will be of dividend income and interest income.
Thanks for your quick reply to my earlier questions.
Many thanks in advance.
Also, can you advise if VBAL, VGG, VIG have non-eligible dividends.
Lastly, pls advise if there's any way to check before stock purchase what the subcategories there will be of dividend income and interest income.
Thanks for your quick reply to my earlier questions.
Many thanks in advance.
Q: A recent new guest to BNN’s Market Call made Saputo a top pick. He seemed to have quite a breadth of knowledge on the company and made (to me) a compelling case for Saputo having the potential to do well from its current valuation and that there was too much pessimism on the company and seemed to see a viable path to recovery in areas that have been lagging since the pandemic and a return to previous margins that could support multiple expansion. It seemed a bit contrarian based on momentum and other factors possibly at play right now with respect to tariffs etc., and also interesting as a top pick he will be faced with defending in a years time. Any thoughts since the last question a few months ago (I think you didn't like the momentum but found it was getting “interesting”)?
Q: Hi 5i
Can you please elaborate on this company.
It sounds quite interesting as a financial technology company.
I'm unsure how relative this space will be going forward.
Please enlighten.
Thanks
Cal
Can you please elaborate on this company.
It sounds quite interesting as a financial technology company.
I'm unsure how relative this space will be going forward.
Please enlighten.
Thanks
Cal
Q: At an average price of 111$ today down 14%.I agree with your take on not to sell in the Trump threat but? Already overweight so can not add.Are you confident a hold is best or ? Much appreciate your insight.Thanks Larry
Q: HON. plans to spin off parts of the company 1. will HON shareholders receive common stock in each of the 3 entities. 2. will the creation of the 3 new companies occur at the same time. 3. has HON declared the date that the spin offs will take place. 4. if I buy HON now will qualify for shares in the 3 new companies thanks Richard
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Edison International (EIX)
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Southern California Edison Company 5.375% Fixed-to-Floating Rate Trust Preference Securities (SCE.P.J)
Q: Looking for a preferred share from Edison that pays a good dividend and may even over time give a capital gain. What do you recommend do they have a 5yr reset or perpetual that looks decent here.
Regards,
Mark
Regards,
Mark
Q: Hello
DEFI was recently added to 1 of your "Model Portfolios" and recommended for your members to purchase YET there is ZERO data on your platform... why ?
"There is no Share Information currently available for DEFI:CA"
Just curious how these alike small cap recommendations are initially sourced .. Heat Map Pop up on Bloomberg terminal or does 5i research analyst infact USE the Defi platform ? Pls advise
* not OWN as per 5is conflict of % policy
DEFI was recently added to 1 of your "Model Portfolios" and recommended for your members to purchase YET there is ZERO data on your platform... why ?
"There is no Share Information currently available for DEFI:CA"
Just curious how these alike small cap recommendations are initially sourced .. Heat Map Pop up on Bloomberg terminal or does 5i research analyst infact USE the Defi platform ? Pls advise
* not OWN as per 5is conflict of % policy
Q: Do you think the insiders have a solid track record and have enough "skin in the game"? Do you think they have enough capital for the next couple of years to execute their plans or would you be expecting routine dilutive offerings over the next five years? Your thoughts on the pros and cons of this company please.