Q: I have to sell some shares for a RRIF payment. My two choices are KXS or Shop; which would you advise? 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: Good day, what are thoughts (conviction) on this stock after its latest results? I'm thinking of averaging down. Thanks
Q: Hi Guys
Could I please get your thoughts on Open Text earnings, where it falls in terms of historical valuation, and whether you see it a buy over a 3 year time period?
Thanks
Stuart
Could I please get your thoughts on Open Text earnings, where it falls in terms of historical valuation, and whether you see it a buy over a 3 year time period?
Thanks
Stuart
Q: In the recent past you favoured Crwd in the Cyber security space.Why has it severely underperformed Palo Alto during this tech wreck?
- Tourmaline Oil Corp. (TOU)
- Parex Resources Inc. (PXT)
- Whitecap Resources Inc. (WCP)
- Surge Energy Inc. (SGY)
- Tamarack Valley Energy Ltd. (TVE)
Q: If a 2% tax is imposed upon oil and gas co. share buybacks, I assume that free cash flow will be directed toward debt repayment and dividend increases, with low debt companies raising dividends the most. Which O&G companies would you recommend, ( if my assumption is correct )?
Q: Can you give me your opinion on the results ?
- Constellation Software Inc. (CSU)
- Descartes Systems Group Inc. (The) (DSG)
- Thomson Reuters Corporation (TRI)
- goeasy Ltd. (GSY)
- Vanguard Information Technology ETF (VGT)
Q: Hi Peter and 5i Team,
My TFSA is made up of CSU (33%), TRI (22), VGT (17), DSG (14), GSY (14).
CSU is the core position (thank you for that recommendation) and will not be added to at this time.
With current available cash and the upcoming 2023 contribution which 2 companies out of TRI, VGT, GSY and DSG would you add to for the best growth scenario?
Thanks for all your sage advise over the years. My first 6 years of retirement have been financially successful and the dividend and share growth has been stellar. Again a big thank you to 5i!
My TFSA is made up of CSU (33%), TRI (22), VGT (17), DSG (14), GSY (14).
CSU is the core position (thank you for that recommendation) and will not be added to at this time.
With current available cash and the upcoming 2023 contribution which 2 companies out of TRI, VGT, GSY and DSG would you add to for the best growth scenario?
Thanks for all your sage advise over the years. My first 6 years of retirement have been financially successful and the dividend and share growth has been stellar. Again a big thank you to 5i!
- Canadian Natural Resources Limited (CNQ)
- Vermilion Energy Inc. (VET)
- Paramount Resources Ltd. Class A Common Shares (POU)
- Suncor Energy Inc. (SU)
Q: WHICH STOCK DO YOU PREFER AT THIS TIME AND WHY (reasons) --SU,CNQ,POU AND VET?
Q: Any idea what's going on with QST - seems to have behaving more positively lately ?
- Granite Real Estate Investment Trust (GRT.UN)
- Summit Industrial Income REIT (SMU.UN)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: I own grt, smu and dir. I notice that dir and grt are up very strongly today (so far) coinciding with the take-out of smu (announced today). I know you don't give personal advise, however, in principle, do you think it might be time to sell dir and especially grt while their share prices are inflated because of this take out? Perhaps buy them back later when their prices come back down?
Q: Would there be a superior offer coming on this acquisition by DIR.UN?
Q: What are your thoughts on VMD recent earning. At this time would you classify it as a Buy or Wait till latter? Thanks … Cal
Q: Does PKI's current unattractiveness come down to its debt ratio or to end-of-year selling-the-losers? Everything else in energy is doing so well. Supposing tax loss sales peter-out and interest rates stabilize, does PKI become attractive as an income investment?
Q: The above companies are of course different, but can you rank them on a valuation basis as possible additions to existing holdings. Comments on recent earnings reports for WCN and FSV would be helpful.
Thanks
Thanks
Q: Your thoughts on one of your former BE portfolio holdings latest quarter?
Thx
Thx
- NVIDIA Corporation (NVDA)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Trisura Group Ltd. (TSU)
- SVB Financial Group (SIVB)
- Crocs Inc. (CROX)
- Fox Factory Holding Corp. (FOXF)
- InMode Ltd. (INMD)
- Andlauer Healthcare Group Inc. Subordinate Voting Shares (AND)
Q: You mentioned yesterday you think there any many good companies that have the ability to double or triple in time. At this point could you give 5 US and 5 Canadian names?
Thanks
Thanks
Q: I own SMU.UN which as announced today , will be bought by GIC and DIR.UN . It is up today by 26%. Would you sell it now or wait until the deal goes throught for a futher upside of about 4%
- Granite Real Estate Investment Trust (GRT.UN)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: Just read that SUMMIT is being taken over. Fortunate enough to own both Summit & Dream Industrial in my TFSA along with HOM-UN-T and TCN along with Interent, Killam . Thinking ahead what would you suggest I replace SMU with in the Cdn Reit space?
Thanks David
Thanks David
Q: Peter; I assume this is a “ friendly “ deal - plus when is actual closing? Hope it’s 2023 re taxes. Thanks. Rod
- Questor Technology Inc. (QST)
- Whitecap Resources Inc. (WCP)
- Tamarack Valley Energy Ltd. (TVE)
- Gear Energy Ltd. (GXE)
- WELL Health Technologies Corp. (WELL)
- Converge Technology Solutions Corp. (CTS)
- Curaleaf Holdings Inc. Subordinate Voting Shares (CURA)
- Doman Building Materials Group Ltd. (DBM)
Q: Hi 5i,
I need to access some cash by selling some TFSA holdings and hope you can give me advice as to the best way to go about that.
I'm nicely up on WCP and TVE, and with dividends accounted for close to break even on DBM. CTS, CURA, QST and WELL are down a lot, and GXE is down some but not too bad.
Selling 1/4 of the WCP or 1/2 of the TVE or DBM would cover my cash requirement, whereas I'd have to offload pretty much all of any one of the others at their presently reduced values to get where i need to be.
If I didn't need the cash I wouldn't sell anything at present, in the expectation that WCP and TVE will continue to do well, that DBM will at least hold steady, probably rise relatively soon and keep paying dividends, and that the others will find their way out of the woods in due course. But unfortunately I don't have that luxury.
Given the above, could you advise what i might best hold on to, and what might be best to sell in fairly short order?
Thanks!
Peter
I need to access some cash by selling some TFSA holdings and hope you can give me advice as to the best way to go about that.
I'm nicely up on WCP and TVE, and with dividends accounted for close to break even on DBM. CTS, CURA, QST and WELL are down a lot, and GXE is down some but not too bad.
Selling 1/4 of the WCP or 1/2 of the TVE or DBM would cover my cash requirement, whereas I'd have to offload pretty much all of any one of the others at their presently reduced values to get where i need to be.
If I didn't need the cash I wouldn't sell anything at present, in the expectation that WCP and TVE will continue to do well, that DBM will at least hold steady, probably rise relatively soon and keep paying dividends, and that the others will find their way out of the woods in due course. But unfortunately I don't have that luxury.
Given the above, could you advise what i might best hold on to, and what might be best to sell in fairly short order?
Thanks!
Peter