Q: does AQN make an attractive take-over candidate at current prices or marginally lower prices...would look to harvest tax loss but trying to assess risks of that strategy...would it be more attractive to a US peer vs. Can...many thanks...cheers
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: I will sell my shares of sangoma for tax loss purpose and plan to rebuy after 31 days. Do you think I should use a proxy or just wait the time ? Thanks !
Q: Could you please give your opinion on Kelt and their report this morning.
Q: Best Canadian tax-loss selling candidates for our watchlists (any industry)?
Q: lana, i know i am out of questions, but subtract from my renewal at month end.
opinion on shawcor earnings-i own quite a bit ,i know they were good, but 5is opinion counts. dave
opinion on shawcor earnings-i own quite a bit ,i know they were good, but 5is opinion counts. dave
Q: The profile shows WMT price to free cash flow as approximately -1800. Is that correct and if so what does that mean?
Q: Thoughts on this company's metrics if one's portfolio is low in consumer staples. Buy, sell, or hold? If you don't like which consumer staples companies in the US are better and is it a bad time to add knowing they have done well in a bad market. Thinking people may sell and rotate into tech. Thank you!
Q: I wish to take a tax loss on Microsoft. Can you please suggest one or 2 proxies for a 30 day hold until a repurchase? Thank you for your excellent service
Q: Please comment on their respective quarters as it relates to the overall industry in general. Clayton
Q: Hi 5i Team
Pretty disappointing day for AQN investors. Three questions:
1) Do you think they will need to do an equity raise in 2023 relating to the Kentucky Power acquisition? Initially, they're planning to cover it through existing borrowings (at floating rates) but management indicated on the CC that is expected to be short term.
2) Do you have any info on the actual NAV of their assets (thinking of this like a REIT)? If not, any suggestions where to look / how to calc?
3) Given the importance of dividends to investors (current and future), what will likely be the catalyst for cutting it and how long do you think they will hold the line before deciding it's necessary?
Thanks
Peter
Pretty disappointing day for AQN investors. Three questions:
1) Do you think they will need to do an equity raise in 2023 relating to the Kentucky Power acquisition? Initially, they're planning to cover it through existing borrowings (at floating rates) but management indicated on the CC that is expected to be short term.
2) Do you have any info on the actual NAV of their assets (thinking of this like a REIT)? If not, any suggestions where to look / how to calc?
3) Given the importance of dividends to investors (current and future), what will likely be the catalyst for cutting it and how long do you think they will hold the line before deciding it's necessary?
Thanks
Peter
Q: Your comments please on earnings from IFC and potential for this company going forward. Thanks
Q: On the recent report card for this REIT some numbers given at the top do not agree with those at the bottom under key stats eg 5 yr. revenue growth, current ratio, insider ownership etc. Which to believe?
Also I very much miss the Peer Relative Valuation section we used to see at the bottom instead of key stats that surely should be a duplicate of those above. Any chance of reviving this informative area?
Also I very much miss the Peer Relative Valuation section we used to see at the bottom instead of key stats that surely should be a duplicate of those above. Any chance of reviving this informative area?
Q: You mentioned this morning that "Roughly half of Manulifes business is exposed to China". I used to work for them in Asia x 10 years until last year. They own 49% of their joint venture IN China, but I don't believe anywhere near half of their global business is exposed to China. I stand to be corrected but I would guess the number is more like 5-10%.
Q: I have a question about 956
Good Morning. I think it’s time to sell Algonquin ( albeit about 6 months late) I was initially going to ask for a proxy but now with its prospects doubt I ever buy it back. With a long time frame and no restrictions on sector/ risk etc can you suggest 2 high conviction names please.
Thank you
Good Morning. I think it’s time to sell Algonquin ( albeit about 6 months late) I was initially going to ask for a proxy but now with its prospects doubt I ever buy it back. With a long time frame and no restrictions on sector/ risk etc can you suggest 2 high conviction names please.
Thank you
Q: I'm looking to boost yield while keeping a position in CDN oils (Diversified Rif account). I am up on CNQ and am thinking of a switch to GXE. Acknowledging the difference in mkt cap, are there other material risks of this switch. Wondering if Gears high yield is a warning sign
Q: Good morning all at 5i!!
I hold both having just purchased capital power a little while ago. I have held Algonquin for a long time. Should I sell Algonquin shares and buy more Capital power, or keep both since they are held in different portfolios???
Cheers,
Not liking the snow.. Tamara
I hold both having just purchased capital power a little while ago. I have held Algonquin for a long time. Should I sell Algonquin shares and buy more Capital power, or keep both since they are held in different portfolios???
Cheers,
Not liking the snow.. Tamara
-
Manulife Financial Corporation (MFC)
-
Magna International Inc. (MG)
-
Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
Q: Peter; Minister Joly has basically warned Canadian companies to expect upcoming government positions on China and to be “ clear eyed” when doing business there. Are there any companies, already doing business there, that might be affected? Thanks
Rod
Rod
Q: Hi, Among the three which one would you choose? Fluor seems to have some large projects in the pipeline..Thx. Shyam
-
Twilio Inc. Class A (TWLO)
-
Nuvei Corporation Subordinate Voting Shares (NVEI)
-
Unity Software Inc. (U)
-
Upstart Holdings Inc. (UPST)
-
Affirm Holdings Inc. (AFRM)
Q: Hello 5i,
I own all the above stocks and have ridden them up and down in this market, so my risk tolerance is fairly high.
Could rank them for future growth and survivability? Also, If I were to consolidate the five into two or three what might you recommend?
Thank you
Dave
I own all the above stocks and have ridden them up and down in this market, so my risk tolerance is fairly high.
Could rank them for future growth and survivability? Also, If I were to consolidate the five into two or three what might you recommend?
Thank you
Dave
Q: I sold above today as part of tax loss harvesting. What would be good substitutes for them if I still want exposure to these markets (my cash position is in US dollars). Or would you recommend waiting out 30 days to repurchase VEU and VWO?