Q: Hi. What is your view of MEG's prospects in the next couple of years?
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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: I have an account where income and safety of capital are the primary objectives, though a bit of growth is also helpful. I presently have Capital Power which has done well in recent months. Since it has been somewhat flat during the same period, I wonder if a switch to Algonquin offers a chance to have the same primary objectives but a bit more opportunity for some appreciation. If it were you, would you make that change, and why or why not? Thank you for your excellent service.
Q: Similar to another question I submitted, I would like to ask about a potential switch. I presently own Linamar which has been doing well; Magna has continued to slide but generally has a favourable long term outlook. If it were you, would you sell LNR after its good momentum and acquire MG while it is beaten up, and if so, why or why not? Total return is the objective, nor are taxes a concern. Thank you for your excellent service.
Q: Hello 5i team,
The shares of Rogers Communications are at a more attractive level these days. In your opinion, have they reached a bottom or will they continue to go down because of the expectation of lower earnings due to customer rebates? Is the company a buy, hold or sell? If one was to buy, what would be a good entry point?
Many thanks for your insight.
The shares of Rogers Communications are at a more attractive level these days. In your opinion, have they reached a bottom or will they continue to go down because of the expectation of lower earnings due to customer rebates? Is the company a buy, hold or sell? If one was to buy, what would be a good entry point?
Many thanks for your insight.
Q: Your thoughts on this company, or alternatives worth considering.
- BMO Covered Call Canadian Banks ETF (ZWB)
- Evolve Canadian Banks and Lifecos Enhanced Yield Index Fund (BANK)
- Global X Gold Producer Equity Covered Call ETF (GLCC)
Q: I am currently somewhat overweight bank and gold stocks. Would these covered call funds be complimentary or simply increase sector exposure even more?
It's very hard to ignore the 11% yield with GLCC and BANK for an income seeking investor.
Why is ZWB 7% while BANK is 11%
thank you
It's very hard to ignore the 11% yield with GLCC and BANK for an income seeking investor.
Why is ZWB 7% while BANK is 11%
thank you
- Salesforce Inc. (CRM)
- The Trade Desk Inc. (TTD)
- Marvell Technology Inc. (MRVL)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Snowflake Inc. Class A (SNOW)
- Unity Software Inc. (U)
- ChargePoint Holdings Inc. (CHPT)
Q: I am down significantly in both Lightspeed and Upstart. I am considering replacing some or all of them with something more promising.
Perhaps you could comment on the prospects of these companies in a better market and suggest which two or 3 from this list might have better performance potential :
CRM TTD MRVL SNOW CHPT
Thank you!
Perhaps you could comment on the prospects of these companies in a better market and suggest which two or 3 from this list might have better performance potential :
CRM TTD MRVL SNOW CHPT
Thank you!
Q: Back on Aug 15 you replied to Adam "AT has bought back 3.5M shares so far in 2022".
I can see it's a good thing in that the company "believes its share are undervalued" and has "excess cask balances."
My question is: how significant is this? And do you know if the company is continuing to buy back shares given the current market value.
Thanks John
I can see it's a good thing in that the company "believes its share are undervalued" and has "excess cask balances."
My question is: how significant is this? And do you know if the company is continuing to buy back shares given the current market value.
Thanks John
Q: Could you provide your opinion of FFH for a retiree's investment please.
I apologize if I sent this twice, I attempted from my phone but I suspect that try did not get thru to you.
I apologize if I sent this twice, I attempted from my phone but I suspect that try did not get thru to you.
Q: Today, do you see more future growth from owning a S&P 500 etf like VFV or from a balanced equity (BE) portfolio? I own all the BE stocks in my portfolio, and I have some new money to invest. Which 4 BE stocks would you over weight at this time ie what is your highest conviction stocks? Could you give a brief reason why? Would you wait until the US Feds raise rates coming in September? The markets dropped the last time the Fed raised the rate. Do you know the date? Or just invest right now?
Q: Retired, dividend-income investor. I have held NWC since 2019, trimming when my position exceeded my asset allocation target. If I wanted to top up my current position, would you wait for the price action to settle down? I know this is a "market timing" question.
Thanks...Steve
Thanks...Steve
Q: Please tell what criteria you use to initiate and update a report on a specific company.
I don’t see a report on Exchange Income, why have you not done a report on it?
Thank you and good day
I don’t see a report on Exchange Income, why have you not done a report on it?
Thank you and good day
- Tricon Residential Inc. (TCN)
- BMO Equal Weight US Banks Hedged to CAD Index ETF (ZUB)
- ECN Capital Corp. (ECN)
- S&P 500 ETF TRUST ETF (SPY)
Q: Hi Group what the heck happened to ECN they announced a bought deal and it has gone down since? I see the CEO is loading up on shares He just bought over 1m this week also can you supply your thoughts on TCN seems to me rentals should go up in this environment so what gives with TCN? lastly is it time to take a small position in US and Cad EFFs
Can you give me an entry price on all 4 stocks and your reasoning or should i just wait for markets to shows signs of recovery Was June the lows or are we going to retest June lows (just you best guess I know you do not have a crystal ball
Appreciate your help with my questions
Can you give me an entry price on all 4 stocks and your reasoning or should i just wait for markets to shows signs of recovery Was June the lows or are we going to retest June lows (just you best guess I know you do not have a crystal ball
Appreciate your help with my questions
Q: So what is up with this stock? It seems bullet-proof.
I want to be part of this sector for the long-term but never seem to get a chance to enter as it barely retreats.
What would you suggest as an entry point for half a position?
I want to be part of this sector for the long-term but never seem to get a chance to enter as it barely retreats.
What would you suggest as an entry point for half a position?
Q: LULU shows up in my portfolio analysis as a canadian company. Any idea why?
Q: Why NWC has dropped so much today?
Q: Hello 5i,
Zim. once the darling of the stock reporting media now seems to turn out to be a goat.
1. Was it a "pump and dump" scheme or does it still have legs after this present mist clears?
2. Is there any news as to why it has dropped so much so quickly?
3. Should I just move on or leave it and collect the dividends until its resurrection?
Please take as many credits as needed.
thank you
Stanley
Zim. once the darling of the stock reporting media now seems to turn out to be a goat.
1. Was it a "pump and dump" scheme or does it still have legs after this present mist clears?
2. Is there any news as to why it has dropped so much so quickly?
3. Should I just move on or leave it and collect the dividends until its resurrection?
Please take as many credits as needed.
thank you
Stanley
Q: HI 5i,
Interested in your thoughts on the FPX news release from today, announcing the results of its study to evaluate the production of nickel sulphate for the electric vehicle battery supply chain from FPX's Baptiste project.
How much more compelling does this announcement make the company as an investment? The CEO has stated that it does not expect the project to actually be producing nickel until 2029.
Thanks,
Tom
Interested in your thoughts on the FPX news release from today, announcing the results of its study to evaluate the production of nickel sulphate for the electric vehicle battery supply chain from FPX's Baptiste project.
How much more compelling does this announcement make the company as an investment? The CEO has stated that it does not expect the project to actually be producing nickel until 2029.
Thanks,
Tom
Q: Hi,
Mr. Jeremy Grantham is predicting that the bursting of this current Super Bubble is almost here! Though reading his newsletter I couldn't find any specific date. His prediction is based on Fundamental analysis though some Technical Analysts have predicted the capitulation is not here yet as well. It seems that there is a convergence of these two seemingly opposing disciplines.
Any thoughts on Mr. Grantham's predictions?
Mr. Jeremy Grantham is predicting that the bursting of this current Super Bubble is almost here! Though reading his newsletter I couldn't find any specific date. His prediction is based on Fundamental analysis though some Technical Analysts have predicted the capitulation is not here yet as well. It seems that there is a convergence of these two seemingly opposing disciplines.
Any thoughts on Mr. Grantham's predictions?
Q: Just got to say while I do the trading and the paperwork or spreadsheet updates, it all comes down to what you do...analyzing the stocks and then sharing on 5iR your convictions about them. Also sharing your knowledge/insight about this and that about questions I'm wondering/pondering about. So really, you are the lynchpin behind my successful portfolio. Much thanks.....Oh yea, keep "motoring", eh?! .......Tom