Q: I own both of these stocks and was considering consolidation, but only if there's some sense in doing so. The market liked the EXAS results. Are they different enough that owning both is fine? If only one, which one is better long term?
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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: Can you comment on Killam’s recent quarterly results and how they compared with street expectations please. Also how do they compare to similar sized peers like inter rent? Is it a good buy for the multi-residential space? And what do you think of adding to this space now in the macro cycle? Thanks
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Costco Wholesale Corporation (COST)
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Dollar General Corporation (DG)
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Loblaw Companies Limited (L)
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Metro Inc. (MRU)
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Alimentation Couche-Tard Inc. (ATD)
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iShares S&P/TSX Capped Consumer Staples Index ETF (XST)
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Five Below Inc. (FIVE)
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Vanguard Consumer Staples ETF (VDC)
Q: My portfolio analytics says I'm low on consumer staples.
I'm considering the above companies but also wondering if the ETFs listed might be the better way to go.
Please comment and rate these companies and ETFs.
Thanks as always for your insight.
I'm considering the above companies but also wondering if the ETFs listed might be the better way to go.
Please comment and rate these companies and ETFs.
Thanks as always for your insight.
Q: Hello 5i team,
I currently hold BNS in my TFSA for income. I wanted to add more given the recent downgrade of some CAN banks. Is the downgrade given as a result of US banking turmoil and recession anticipation (South American exposure in BNS's case)?
How stable is the dividend very long term? Do you think there will be an increase in the coming quarter/annual results? I have asked this before but would like to know what the pulse is for it's payout.
Thank you,
Andrew
I currently hold BNS in my TFSA for income. I wanted to add more given the recent downgrade of some CAN banks. Is the downgrade given as a result of US banking turmoil and recession anticipation (South American exposure in BNS's case)?
How stable is the dividend very long term? Do you think there will be an increase in the coming quarter/annual results? I have asked this before but would like to know what the pulse is for it's payout.
Thank you,
Andrew
Q: Peter and His Wonder Team
CET is crashing...is it 1st Q. results, there long term fundamentals, the energy sector...or all three. Your opinion please! Thank you...you are always helpful.
CET is crashing...is it 1st Q. results, there long term fundamentals, the energy sector...or all three. Your opinion please! Thank you...you are always helpful.
Q: For those of us who decided to hold our EGLX could you comment on Q1? The new CEO sounds pretty excited about the "transformation" and the future. What is your take here going forward?
Q: Is there any update on the strategic review? I am particularly interested in the liquidity issues, after reviewing the last financial statements.
Thank you!
Thank you!
Q: Peter; So a big miss? Anything good ? Thanks.
Rod
Rod
Q: The bottom fell ot of this quite dramatically during Mar'23. What happened and would you dump it, sit on it or double-down?
Q: Hi Peter, Ryan, and Team,
Realizing that HEB is a new fund, but given its low MER (0.19%) and its equal weighting strategy for the big six Canadian banks, I am considering buying some for our non-registered portfolio. 5i's Portfolio Analytics indicates that our Financial Services sector needs to be raised. In this sector, we already have some TD, NA, and GSY in our RRIFs.
In a recent G&M article, David Berman wrote about this ETF and other new ones. He was pleased, as we all must be, that ETF fees are dropping.
Would you buy some HEB at this time?
Thanks as always for your valued perspective.
Realizing that HEB is a new fund, but given its low MER (0.19%) and its equal weighting strategy for the big six Canadian banks, I am considering buying some for our non-registered portfolio. 5i's Portfolio Analytics indicates that our Financial Services sector needs to be raised. In this sector, we already have some TD, NA, and GSY in our RRIFs.
In a recent G&M article, David Berman wrote about this ETF and other new ones. He was pleased, as we all must be, that ETF fees are dropping.
Would you buy some HEB at this time?
Thanks as always for your valued perspective.
Q: DND is doing a Dutch auction at not less than $17.00 and it is now trading at $16.10. What??
Q: i own FSZ primarily for the dividend. would you consider switching to CIX now?
Q: I'm thinking of selling my shares immediately at a small discount as it appears there can be no new bidders due to ;
"61% of NeoGames’ outstanding shares, have executed a support agreement with Aristocrat pursuant to which they have irrevocably agreed to vote in favor of the Transaction."
Your opinion please.
"61% of NeoGames’ outstanding shares, have executed a support agreement with Aristocrat pursuant to which they have irrevocably agreed to vote in favor of the Transaction."
Your opinion please.
Q: Which of AAON or IPAR do you prefer?
Q: At today’s prices, which of ILLM and AIF would you prefer as a long term investment for quality and growth?
Q: Peter, could I get your analysis of this company?
Many thanks for your great service.
David
Many thanks for your great service.
David
Q: Why the big drop lately. Is the company still viable. Any recommendations to hold on. Thanks.
Q: Hi 5i. ABB is delisting in NewYork. Debating if I should keep or sell the stock. What would be the approximate cost for selling or buying the stock on the Swiss exchange? What are US or CDN companies comparable to ABB that you like and have confidence in. Best regards.
Q: Your answer to a previous question about BEPC has made me very nervous. You said that the company has missed on earning in eight straight quarters. I still own this company because of 5I's generally positive observations and now I'm wondering what's up when it misses with such regularity. I have a lot of Brookfield companies and wonder if I shouldn't sell my BEPC and put it into BIPC. I have the parents as well so I do like the overall management. But, BEPC? You still like it a lot or a little? Thanks
Q: Several months ago the dividend was cut substantially. The stock fell accordingly and has drifted lower in the meantime. Insiders have been adding shares. Should I join them or is this a trap