Q: Do you predict much growth for EQB in the next year or two? Would you lump GSY into the same growth projectory? Would you expect PRL to provide better long-term growth than either of these?
Appreciate your insight.
Paul F.
Appreciate your insight.
Paul F.
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Toronto-Dominion Bank (The) (TD)
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Bank of Nova Scotia (The) (BNS)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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Constellation Software Inc. (CSU)
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Dollarama Inc. (DOL)
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Intact Financial Corporation (IFC)
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WSP Global Inc. (WSP)
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Stantec Inc. (STN)
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Descartes Systems Group Inc. (The) (DSG)
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FirstService Corporation (FSV)
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Toromont Industries Ltd. (TIH)
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Thomson Reuters Corporation (TRI)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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goeasy Ltd. (GSY)
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EQB Inc. (EQB)
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Propel Holdings Inc. (PRL)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Which names in the Growth and Balanced portfolios respectively do feel best about currently for a 3-5 year hold? Any related sector comments?
With thanks.
With thanks.
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Bank of Nova Scotia (The) (BNS)
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Canadian Imperial Bank Of Commerce (CM)
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Power Corporation of Canada Subordinate Voting Shares (POW)
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EQB Inc. (EQB)
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Harvest Tech Achievers Growth & Income ETF (HTA)
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CI Tech Giants Covered Call ETF (TXF.B)
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MDA Space Ltd. (MDA)
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Propel Holdings Inc. (PRL)
Q: Hi 5i,
In registered accounts I hold these financials: POW, BNS, CM, EQB, PRL; these tech: TXF.B, HTA and the industrial MDA. I've held them for a long time and I'm pleased with all of them.
However, given Trump may be serious about decimating the Canadian economy (witness latest threatened increase in steel and aluminum tariffs) and likely can do a lot of damage even if he doesn't completely succeed, I'm considering cashing in holdings in Canadian names and replacing with US names through purchasing CDR's (I don't have a US account and don't plan on opening one). A few of questions arise:
1. Do you think my reasoning makes sense, or would it be an over-reaction to make the move regarding all or some of my above holdings?
2. If the move is worth considering, can you suggest CDR alternatives for any of the above names you think should be replaced?
3. If I do replace any of the above CDN names with equivalent or nearly so CDR's, what can I expect regarding dividend income compared to that from the CDN holdings (all of which - except MDA - are currently yielding based high, based on long ago purchase prices)?
Please deduct as you see fit.
Thanks 5i,
Peter
In registered accounts I hold these financials: POW, BNS, CM, EQB, PRL; these tech: TXF.B, HTA and the industrial MDA. I've held them for a long time and I'm pleased with all of them.
However, given Trump may be serious about decimating the Canadian economy (witness latest threatened increase in steel and aluminum tariffs) and likely can do a lot of damage even if he doesn't completely succeed, I'm considering cashing in holdings in Canadian names and replacing with US names through purchasing CDR's (I don't have a US account and don't plan on opening one). A few of questions arise:
1. Do you think my reasoning makes sense, or would it be an over-reaction to make the move regarding all or some of my above holdings?
2. If the move is worth considering, can you suggest CDR alternatives for any of the above names you think should be replaced?
3. If I do replace any of the above CDN names with equivalent or nearly so CDR's, what can I expect regarding dividend income compared to that from the CDN holdings (all of which - except MDA - are currently yielding based high, based on long ago purchase prices)?
Please deduct as you see fit.
Thanks 5i,
Peter