Q: GSY seems to run out of steam in the last year, while WCP seems to have revived in the same period. Do you recommend a switch of GSY to WCP? 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: what does todays announcement, 10 for 1 split, mean for the company and the stock? is it good? market so far seems to like it.
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $41.37)
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Tricon Residential Inc. (TCN $15.34)
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InterRent Real Estate Investment Trust (IIP.UN $13.36)
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Mainstreet Equity Corp. (MEQ $199.51)
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Innovative Industrial Properties Inc. (IIPR $54.92)
Q: Thinking of getting back into 1 or 2 real estate companies. Looking at IIP.un and MEQ. Can I have your opinion on these thwo? Are there others you would consider over the next 3 years?
Thank you, Mike
Thank you, Mike
Q: Good morning 5i
Recently someone asked a question about how to manage cyclical stocks in a largely buy and hold portfolio. You said, i believe, that a good strategy is to always hold a certain percentage of cyclical stocks. There have been many questions recently about Tfii. With its rapid fall I have been wondering what percentage should one hold of an individual cyclical stock. Say, for instance, if one used 5 percent as a full position.
Thanks as always for your excellent service
Recently someone asked a question about how to manage cyclical stocks in a largely buy and hold portfolio. You said, i believe, that a good strategy is to always hold a certain percentage of cyclical stocks. There have been many questions recently about Tfii. With its rapid fall I have been wondering what percentage should one hold of an individual cyclical stock. Say, for instance, if one used 5 percent as a full position.
Thanks as always for your excellent service
Q: Hi folks...I admit know little on managing gas emissions, carbon tax, etc...but does not Questor specialize in this field??...I see it is in "Growth Portfolio" for awhile...Q3 showed some promise and guessing Q4 results soon....are U still positive on company..and does all announcements by Fed Gov't on "climate change, etc"...potentially benefit Questor....management good?..& who is competitiion...Buy/Hold/Sell.....thanks as always, jb Piedmont QC
Q: What has been going on with Topicus the last 4-5 trading sessions? Has gone from $90 range to $112 top, despite tech stocks falling like knives in those sessions. Any insight? Thx
Q: Hello. Is there a particular reason CSU's return on equity /return in invested capital were materially lower in 2021 than prior years? Any cause for concern? Thanks.
Q: Please comment & advise what to do with the $250m Dutch Auction at price of $103 - $123.Txs for u usual great advice & services
Q: 5i income portfolio holds about 2% SYZ. Would you be comfortable starting a full 5% position, if SYZ is bought below $10? Thanks
Q: What are your thoughts on MTY and QSR Thanks
Q: With all the supply chain issues, and supply chain management being KXS specialty why was the stock flat in 2021, and down 2022. Supply chain issues persist, KXS does not appear to be capitalizing. Will revenue and share price improve through this year? I know it has been mentioned they have lumpy earnings but the conditions for their products should be very strong.
What am I missing on KXS?
Thank you, Mike
What am I missing on KXS?
Thank you, Mike
Q: I can't understand why GSY iat a 52 week LOW. Yes high growth stocks and NASDAQ are going down. GSY has a PE close to 10. It is a value stock not a crazy growth stock. It is making money and yet it is being treated like a .COM stock.
Easy answer would be, the market thinks recession is coming and GSY will not perform well.
Do you have any explanation for GSY being at a 52 week low despite beating all estimates on quarterly results?
Thanks
Easy answer would be, the market thinks recession is coming and GSY will not perform well.
Do you have any explanation for GSY being at a 52 week low despite beating all estimates on quarterly results?
Thanks
Q: What would be the most likely three reasons why the CFO resigned from your instincts and experience and best guess based on the tone of the news release and does this change your opinion on the company for a long term hold? Thanks. June
Q: Hi 5i,
After being unable to receive a rational or timely response from my Investment Advisor(Big Bank) nor a return call from the company(CSU/TOI), I beleve other members have in the past asked this same question regarding the spin off value of TOI from CSU for tax purposes --- is the value of 'TOI' shares received deemed to be a 'taxable dividend' for tax purposes for tax year '2021? If so, should I have not received a 'T5' by now?
Thank you and confused,
Dean
After being unable to receive a rational or timely response from my Investment Advisor(Big Bank) nor a return call from the company(CSU/TOI), I beleve other members have in the past asked this same question regarding the spin off value of TOI from CSU for tax purposes --- is the value of 'TOI' shares received deemed to be a 'taxable dividend' for tax purposes for tax year '2021? If so, should I have not received a 'T5' by now?
Thank you and confused,
Dean
Q: 1% position ,p/p $10.32.Thinking of adding some. U view please. Txs for u usual great services & views
Q: ON Jan 18 of this year I asked you guys what I should do with my CTC money that I had after I sold the stock.
Here's the stocks and their performance since then"
TFII -(13%)
MG- (19%)
WSP - (-4%)
So obviously the 2 top ones have been clobbered in a period of 3 months. I own them, do you still believe these are the best place to be invested given the economic outlook currently or should I sell these names and purchase others?
Thanks
Sheldon
Here's the stocks and their performance since then"
TFII -(13%)
MG- (19%)
WSP - (-4%)
So obviously the 2 top ones have been clobbered in a period of 3 months. I own them, do you still believe these are the best place to be invested given the economic outlook currently or should I sell these names and purchase others?
Thanks
Sheldon
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Bank of Nova Scotia (The) (BNS $79.70)
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BCE Inc. (BCE $35.24)
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Sun Life Financial Inc. (SLF $81.49)
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ATCO Ltd. Class I Non-voting Shares (ACO.X $50.95)
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North West Company Inc. (The) (NWC $50.69)
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Exchange Income Corporation (EIF $73.55)
Q: Can you name 5-6 Canadian dividend stocks that you think might be a good spot to ride out higher interest rates for a while? Thank you
Q: Hi, I've been holding on to MAL for a while taking the dividend while waiting for a recovery, but after reading your info on EIF I'm wondering if a switch would be in order. Thank you.
Q: TFII went from being a darling to a dog pretty quick...is this why you should never listen to analysts that come on BNN? What are your views and you buy today? Thanks.
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K-Bro Linen Inc. (KBL $37.20)
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Exco Technologies Limited (XTC $6.60)
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Evertz Technologies Limited (ET $12.15)
Q: Would you add to any of these shares? And if so in what order?
Thank you
Thank you