Q: Hi Everyone at 5i!! Today was a good day in the markets, but I can’t help but feel that we have more head winds coming our way. David Rosenberg says that this is a bear rally and we are headed lower. Your thoughts??? Cheers, Tamara
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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: Please comment on latest Q results.Very negative response as dropped some11.4% & now trading near 1 yr low.Add,Hold or Sell? If sell,please provide 2 good names.Txs for Uusual great services & views
Q: Hi Peter
I am thinking of balancing the asset type in my income portfolio .
I am currently 40% financials , 25 % energy stocks . 25 % real estate, 10 % consumer
Do I need to rebalance?
Do you have suggestions for dividend paying growth stocks that i can add or health stocks that you would recommend over my current portfolio.
The minimum dividend for a stock in my portfolio income portfolio is 3.5 %
Thank you
Howard
I am thinking of balancing the asset type in my income portfolio .
I am currently 40% financials , 25 % energy stocks . 25 % real estate, 10 % consumer
Do I need to rebalance?
Do you have suggestions for dividend paying growth stocks that i can add or health stocks that you would recommend over my current portfolio.
The minimum dividend for a stock in my portfolio income portfolio is 3.5 %
Thank you
Howard
Q: In your answer to "K", you mention the following......
"....The thesis is that certain names are being unfairly punished, and while guidance and earnings may be coming in lower than expected, multiples are contracting and companies with a current price to sales of 0.5X can trade closer to 3X to 5X in a deflationary, falling interest rate environment. "
Do you actually mean deflationary, or should it be disinflationary ? Not trying to nit-pick, but there is a difference. If we were experiencing deflation I was thinking companies would trade at much lower P/S valuations since the market would likely be in a sell-off (?). Maybe I misunderstood the response.
"....The thesis is that certain names are being unfairly punished, and while guidance and earnings may be coming in lower than expected, multiples are contracting and companies with a current price to sales of 0.5X can trade closer to 3X to 5X in a deflationary, falling interest rate environment. "
Do you actually mean deflationary, or should it be disinflationary ? Not trying to nit-pick, but there is a difference. If we were experiencing deflation I was thinking companies would trade at much lower P/S valuations since the market would likely be in a sell-off (?). Maybe I misunderstood the response.
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Costco Wholesale Corporation (COST)
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Loblaw Companies Limited (L)
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Alimentation Couche-Tard Inc. (ATD)
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Premium Brands Holdings Corporation (PBH)
Q: Please provide some recommendations for quality, dividend paying stocks in the consumer staples sector that are a good buy right now.
Q: I have both Tou and Cnq already, which one of these junior gas producers look most attractive, Pey for its 10% dividend or Pou’s growth prospects?
Thnx 5i
Dave
Thnx 5i
Dave
Q: Good Morning,
Can you please comment on most recent earnings and give your opinion on buy, hold or sell?
Thanks,
Brad
Can you please comment on most recent earnings and give your opinion on buy, hold or sell?
Thanks,
Brad
Q: Hi Guys
Is VMO to illiquid to own? . I see it traded mere 100 shares today, reflecting no percentage gain. would not the average weighted gain of all the holdings today be up at least 3%
Total net assets of 63.8 million and only 1.5 million shares outstanding.
Is it correct to say the NAV is calculated by adding up the per share dollar value of each underlying holding ( in this case 871 holdings) then dividing by the 1.5 million shares outstanding. In this case Scotiabank shows a NAV of $43.20 which happens to be equal to the price the 100 shares traded at today for a Zero percentage gain
I thought the NAV would have been much higher considering todays gains in much of the holdings?
Thanks Gord
Is VMO to illiquid to own? . I see it traded mere 100 shares today, reflecting no percentage gain. would not the average weighted gain of all the holdings today be up at least 3%
Total net assets of 63.8 million and only 1.5 million shares outstanding.
Is it correct to say the NAV is calculated by adding up the per share dollar value of each underlying holding ( in this case 871 holdings) then dividing by the 1.5 million shares outstanding. In this case Scotiabank shows a NAV of $43.20 which happens to be equal to the price the 100 shares traded at today for a Zero percentage gain
I thought the NAV would have been much higher considering todays gains in much of the holdings?
Thanks Gord
Q: Kindly comment on the gsy 2022 Q3 results released tonight, the forward guidance, and the $200 million new financing just announced. Thanks.
Q: Hi. I was considering selling Superior Plus for a tax-loss. Do you have a suggestion for its replacement? I likely will not re-purchase SPB. Thanks,
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Costco Wholesale Corporation (COST)
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BlackRock Inc. (BLK)
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Citigroup Inc. (C)
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JPMorgan Chase & Co. (JPM)
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Target Corporation (TGT)
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Thermo Fisher Scientific Inc (TMO)
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UnitedHealth Group Incorporated (DE) (UNH)
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Walmart Inc. (WMT)
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Constellation Software Inc. (CSU)
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Blackstone Inc. (BX)
Q: could you suggest a few canadian and us equities you would recommend today for a balanced approach, and a brief supporting comment...thank you
Q: So I felt this stock had a fairly bright future. So is this stock a tax sell off problem. What do you fell, is it a sell, hold or buy. AND would you please elaborate on this issue.
Q: Can you comment on their latest earnings, and why the selloff? Thanks.
Q: I would like your opinion concerning WELL's latest report.
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Royal Bank of Canada (RY)
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Toronto-Dominion Bank (The) (TD)
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Bank of Nova Scotia (The) (BNS)
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Bank of Montreal (BMO)
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Sun Life Financial Inc. (SLF)
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Brookfield Renewable Partners L.P. (BEP.UN)
Q: What would be your top picks for Canadian large cap dividend paying stocks that are currently trading at a good entry point?
Q: Copper Mountain just released Q3 results this morning. It is the only small cap copper play (very small position) in my portfolio. What do you think of the results and guidance, and would you add here?
Q: Hello! What are your thoughts about opening a position in PAAS, considering global trends for silver, the current joint bid with AEM for Yamana, and its current share price. Is now an interesting time to buy, or should one wait or alternately consider a silver miners ETF like SLVP?
Q: You indicated back in 2021 that you would prefer this over DHT.U. Does this still stand as your preference and what do you think of DHT.UN as an income play (overall safety over the next 3-5 years) ?
Q: Your thoughts on this for income and overall safety over the next 3-5 years. Is the 8% + dividend sustainable ?
Q: Hello 5I, Nvei is getting beaten bad today. I assume from crypto connection? Over the past months you have rated it quite high. Do you still have the same conviction?