Q: Further to Gordon's question 01 Sep any projections to when CVE and CNQ will each reach their debt limits and start returning the profits to shareholders (divs or buybacks) ? Thank you.
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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: Are you aware of any reason for Parkland to drop over 5% on over 5 times the normal volume yesterday? I couldn't find anything. The stock is held in my husband's TFSA with a good gain over several years. It is a small portion of our total portfolio. I had been thinking of adding on its recent positive momentum. Or selling to add to a partial new position in NWC. Thank you for taking the time to do a little checking. Have a great long weekend.
Q: Hi All at 5i!!
I own both of these . Am I being a bit redundant ? If I were to sell one , which one would you suggest??
Cheers ,
Tamara
I own both of these . Am I being a bit redundant ? If I were to sell one , which one would you suggest??
Cheers ,
Tamara
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Toronto-Dominion Bank (The) (TD)
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Bank of Nova Scotia (The) (BNS)
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Enbridge Inc. (ENB)
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Sun Life Financial Inc. (SLF)
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A&W Revenue Royalties Income Fund (AW.UN)
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Hydro One Limited (H)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: Hi 5i,
What companies are on your lost of long-term hold dividend positions? I’m building a dividend portfolio and sincerely appreciate your always valuable perspective.
Thank you!
What companies are on your lost of long-term hold dividend positions? I’m building a dividend portfolio and sincerely appreciate your always valuable perspective.
Thank you!
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Alphabet Inc. (GOOG)
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Constellation Software Inc. (CSU)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Crocs Inc. (CROX)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Can I ask what would your top 5 stocks to purchase right now? 3-5yr outlook. CAD or US?
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BRP Inc. Subordinate Voting Shares (DOO)
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goeasy Ltd. (GSY)
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EQB Inc. (EQB)
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Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
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Docebo Inc. (DCBO)
Q: You mention in your last response that GOOS can be kept. Would you start a position here? What of the other names in the growth portfolio would you buy here?
Thanks!
Thanks!
Q: Thoughts on this company.
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Algonquin Power & Utilities Corp. (AQN)
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Alaris Equity Partners Income Trust (AD.UN)
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goeasy Ltd. (GSY)
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Cargojet Inc. Common and Variable Voting Shares (CJT)
Q: Good day team,
A few companies I'm invested in are in a loss position so far.
AQN 42% loss
AD 16% loss
CJT 22% loss
GSY 22% loss
At this point which stock do you think I should keep, which one sell, and which one replace and with what?
I'm retired and 73 years of age.
Take as many points as needed.
Thank you
John G.
A few companies I'm invested in are in a loss position so far.
AQN 42% loss
AD 16% loss
CJT 22% loss
GSY 22% loss
At this point which stock do you think I should keep, which one sell, and which one replace and with what?
I'm retired and 73 years of age.
Take as many points as needed.
Thank you
John G.
Q: This company came up on my screen because of insider buying. Can you give me your thoughts on it please. Is it something to invest in for the longer run.
Q: Am considering purchasing the above and adding to over time. Would appreciate your thoughts re this security compared to SPY or VOO or other you might prefer.
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Canadian Natural Resources Limited (CNQ)
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Crescent Point Energy Corporation (Canada) (CPG)
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Cenovus Energy Inc (CVE)
Q: Dear Peter and team,
Thank you for answering my earlier question on heavy oil and suggesting your picks. Doing my "homework", I see that these three are cross listed in the US and Canada. NYSE/TSX.
As I plan to hold them for a sometime I plan to write covered calls to augment the dividends. (One of your favourite strategies if I recall.)
With this in mind, may I ask you if it is more prudent buy these in NYSE as the options market is more vibrant on NYSE? Or stick to TSX? I understand that there is a currency risk if I buy them in USD. As the will be in our Regd accounts not too worried about tax consequences.
Many thanks in advance.
Mano
Thank you for answering my earlier question on heavy oil and suggesting your picks. Doing my "homework", I see that these three are cross listed in the US and Canada. NYSE/TSX.
As I plan to hold them for a sometime I plan to write covered calls to augment the dividends. (One of your favourite strategies if I recall.)
With this in mind, may I ask you if it is more prudent buy these in NYSE as the options market is more vibrant on NYSE? Or stick to TSX? I understand that there is a currency risk if I buy them in USD. As the will be in our Regd accounts not too worried about tax consequences.
Many thanks in advance.
Mano
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George Weston Limited (WN)
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Dollarama Inc. (DOL)
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Metro Inc. (MRU)
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North West Company Inc. (The) (NWC)
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Five Below Inc. (FIVE)
Q: What is your current assessment of George Weston. Its share price is down about 20% since its high of 4-5 months ago, and seems to be in a downward trend. It has a fairly small dividend. How does it look to you? Are there any reasons you to continue to hold this? Do you have any other defensive names that you prefer? Thanks,
Q: Good day ,
I realize this name has been asked about numerous times including myself and most likely feel like I’m beating a dead horse here.. but this is the reason we as retail investors look to to your service for help .. no beating around the bush here as we know it’s a “hold “ for now .. are u confident in 2 -3 years time we investors who have “held “ this name will be rewarded for holding or averaging down as we are investing in this company and not trading this name .. are u confident in the management and the business model here for a long term story ?
Thank u
Mark
I realize this name has been asked about numerous times including myself and most likely feel like I’m beating a dead horse here.. but this is the reason we as retail investors look to to your service for help .. no beating around the bush here as we know it’s a “hold “ for now .. are u confident in 2 -3 years time we investors who have “held “ this name will be rewarded for holding or averaging down as we are investing in this company and not trading this name .. are u confident in the management and the business model here for a long term story ?
Thank u
Mark
Q: Hi 5i
Canadian Natural-CNQ said when $10B of net debt is achieved the company will return 100% of free cash flow to shareholders. Cenovus-CVE said when $4B of net debt is achieved the company will return 100% of free cash flow to shareholders. In the company Q2 2023 financial results, CVE states their net debt is $6,367B. I am unable to find the the Q2 2023 net debt in CNQ results. Would you please explain CNQ net debt from their results. Thanks
Canadian Natural-CNQ said when $10B of net debt is achieved the company will return 100% of free cash flow to shareholders. Cenovus-CVE said when $4B of net debt is achieved the company will return 100% of free cash flow to shareholders. In the company Q2 2023 financial results, CVE states their net debt is $6,367B. I am unable to find the the Q2 2023 net debt in CNQ results. Would you please explain CNQ net debt from their results. Thanks
Q: Hi 5i Team - I am interested in buying more U.S. stocks and have a non-registered U.S. dollar account as well as a TFSA account in Canadian dollars. Are there any concerns over buying U.S stocks in the TFSA account? eg. Are U.S. capital gains and dividends still tax exempt in a the TFSA. Any advice as to preferences re which account to use would be appreciated.
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Dollar Tree Inc. (DLTR)
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Dollar General Corporation (DG)
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Target Corporation (TGT)
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Dollarama Inc. (DOL)
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Five Below Inc. (FIVE)
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Ollie's Bargain Outlet Holdings Inc. (OLLI)
Q: Hi - these two companies, while being similar in business plan, seem to act very differently. can you help me understand why DG seems to perform so much worse? What is making DG seem to be such a weakling while DOL holds firm?
Q: Peter and His Dream Team
Recently, you stated there was no compelling reason to continue holding LGO..."moving on" was probably the best option. I am a share holder and of course under water. Now there is a new development...a strategic review. Do you think this has any real potential benefit?Also over a million shares sold near the close...is this just panic selling or has the ship hit an iceberg? Ha!Ha! Thank you for your information and insights...they are always valuable as us little guys try to compete with the big boys! Ha!Ha!
Recently, you stated there was no compelling reason to continue holding LGO..."moving on" was probably the best option. I am a share holder and of course under water. Now there is a new development...a strategic review. Do you think this has any real potential benefit?Also over a million shares sold near the close...is this just panic selling or has the ship hit an iceberg? Ha!Ha! Thank you for your information and insights...they are always valuable as us little guys try to compete with the big boys! Ha!Ha!
Q: Hi team,
I don’t see any questions for your thoughts on todays earnings for Crwd, Veev, CRM so I will ask for your brief take on earnings and outlook for all 3. The market has liked the results on all 3 today which was a nice surprise. Do you still view these 3 stocks positively and advise holding for the long term growth stories? Thanks and deduct credits as required.
Shane
I don’t see any questions for your thoughts on todays earnings for Crwd, Veev, CRM so I will ask for your brief take on earnings and outlook for all 3. The market has liked the results on all 3 today which was a nice surprise. Do you still view these 3 stocks positively and advise holding for the long term growth stories? Thanks and deduct credits as required.
Shane
Q: Please share your thoughts on their earnings. Thank you.
Q: Would like to take a new long term position in either BIP or BEP.
Can you provide earnings and revenue estimates for both?
Do you have a preference?
I see that you hold BEP in your income portfolio.
Thanks
Can you provide earnings and revenue estimates for both?
Do you have a preference?
I see that you hold BEP in your income portfolio.
Thanks