Q: What do you think of the offer to exchange BN shares for Brookfield Reinsurance?
John
John
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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 morning, Parkland is hitting fifty-two week highs lately. Do you think it might be too late to buy in for about a three year period, thanks.
Q: Do you see anything being done differently at Telus International that might portend a rebound to higher valuations? Is this just another hohum company using the “words” of the day to sell their “used cars” or is there really something to them and the rocket is set to launch?
Q: Like most, I'm down on TIXT - time to average down or switch to something like ATS which is off about 20% from its high? Looking long-term on this...thanks
Q: I was under the impression that CLS was a late inning performer and we are not there yet as indicated in earlier responses. So why now having sold it out of the BE portfolio at less than half its current price within the last couple of years. Is CLS an AI player ?
Thx
Thx
Q: Could you please outline the main risks to Dream Industrial REIT. I am also confused because over 2.5 years their P/E has gone from 4 to 24, yet their stock price has dropped (~$16 to $13) and their earnings have increased (as I understand it). Please correct me if I am wrong. Also, do I have it right that their NAV is ~$17? Do you know their average interest costs and if/when that might increase significantly? Other than those debt questions, and the sector, I'm wondering what I'm missing with this stock continuing to drop. Thank you.
Q: still falling, time. to sell and forget I ever bought?
Q: KXS has been a slow mover the past while. At its current rate, its slowly moving towards its yearly low. I see then ast report dates back to Nov 2022. Can you provide a quick assessment as to strengths, weaknesses and what you see going forward 1, 2 and farther out? Are there any threats/risks that might arise? Is it still one of your top picks?
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Fortis Inc. (FTS)
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iShares S&P/TSX Capped Utilities Index ETF (XUT)
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Hydro One Limited (H)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: As per today, could you provide your best 3 Cdn Utility stocks for the next 5 yrs for total return (stock appreciation + div).
Thanks
Thanks
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Celestica Inc. (CLS)
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BRP Inc. Subordinate Voting Shares (DOO)
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Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
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Converge Technology Solutions Corp. (CTS)
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Docebo Inc. (DCBO)
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Dye & Durham Limited (DND)
Q: Thx for the heads up on CLS in early May. Looking at insider buying by CEOs and CFOs do you see anything of interest at present? Anything of interest from the growth porfolio with significant insider buying?
Thx
Thx
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Prologis Inc. (PLD)
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Public Storage (PSA)
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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Granite Real Estate Investment Trust (GRT.UN)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: What would be your top 5 U.S. or Canadian REITs today based primarily on both valuation and quality balance sheet.
Q: Hello 5i team,
I am thinking of adding to WELL. What is your current view of the company? Is it now profitable?
Thank You,
Andrew
I am thinking of adding to WELL. What is your current view of the company? Is it now profitable?
Thank You,
Andrew
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Peyto Exploration & Development Corp. (PEY)
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Birchcliff Energy Ltd. (BIR)
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Kelt Exploration Ltd. (KEL)
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Tamarack Valley Energy Ltd. (TVE)
Q: What are your thoughts on BIR? It has lagged for the year and more so over
the past month. The dividend is in question, I recall $70 oil and $3 gas covers it. Is there any rationale to it being in question?
The other news I see is a new CEO coming in Jan, any thoughts on this?
Would you buy in here or would it be safe to wait for tax loss selling later in the year?
the past month. The dividend is in question, I recall $70 oil and $3 gas covers it. Is there any rationale to it being in question?
The other news I see is a new CEO coming in Jan, any thoughts on this?
Would you buy in here or would it be safe to wait for tax loss selling later in the year?
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Walgreens Boots Alliance Inc. (WBA)
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International Business Machines Corporation (IBM)
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3M Company (MMM)
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Realty Income Corporation (O)
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Manulife Financial Corporation (MFC)
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TC Energy Corporation (TRP)
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Chartwell Retirement Residences (CSH.UN)
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Parkland Corporation (PKI)
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Aecon Group Inc. (ARE)
Q: Could you please give me your top five dividend aristocrats. Thank you
Q: Hi Team,
I am down 20% with BCE and 19% with ENB. Would this be a good time to crystallise my capital loss?
Do you see a short term rebound?
If I sell, would you be re-entering these two after the 30 days or move to something else?
Thanks
I am down 20% with BCE and 19% with ENB. Would this be a good time to crystallise my capital loss?
Do you see a short term rebound?
If I sell, would you be re-entering these two after the 30 days or move to something else?
Thanks
Q: I am thinking of entering into a position in Boyd. Thoughts on this as an entry point
and how does it compare with the prospects of the industry as a whole?
and how does it compare with the prospects of the industry as a whole?
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Bank of Nova Scotia (The) (BNS)
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Canadian National Railway Company (CNR)
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Sun Life Financial Inc. (SLF)
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Constellation Software Inc. (CSU)
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Dollarama Inc. (DOL)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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goeasy Ltd. (GSY)
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Hydro One Limited (H)
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EQB Inc. (EQB)
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Docebo Inc. (DCBO)
Q: I am trying to construct a barbell style Canadian portfolio.Can you name 5-6 growth names you favour and 5-6 defensive names that I might be able to build this with ?
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Intuit Inc. (INTU)
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BCE Inc. (BCE)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Fiserv Inc. (FI)
Q: Can you please provide 5 mid or large cap stock picks that have dropped recently due to the market downturn and could possibly recover as the next quarter earnings come out or as the interest rate environment peaks. US and/or Cdn stocks.
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Royal Bank of Canada (RY)
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Toronto-Dominion Bank (The) (TD)
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Bank of Nova Scotia (The) (BNS)
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Bank of Montreal (BMO)
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Canadian Imperial Bank Of Commerce (CM)
Q: Apparently BMO, CIBC and TD currently have negative amortization mortgages approaching 20%. Do you have comparatives for BNS and RY ? Apparently there is one Canadian bank that is very conservative at less than 6%.
Q: Thanks for your answer, What would be your observations on the US media vertical sector. What function does VMS provide and is the outlook positive?