Q: what are your top 5 names for the first 2 quarters?
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: I am looking to, over the next several months re-balance my portfolio. Can you suggest 5 Blue Chip type names from that meet the following criteria. I am not sure if there is a true, generally accepted definition of blue chip (GE anyone?) but I am looking for some reasonable, groiwng yield, good management with a track record, a generally if slowly growing company, a busines that is both established and has a clear viable future.
1. Not resource or oil extraction companies.
2. Not one of the big banks (as I presume they would all make it).
3. No more than 1 utility plesae.
Thank-you very much.
1. Not resource or oil extraction companies.
2. Not one of the big banks (as I presume they would all make it).
3. No more than 1 utility plesae.
Thank-you very much.
Q: QST today announced a fairly large contract (for QST) in Mexico. How important is this as I think no one expected Mexico to be in their plans. Any thoughts of adding QST back into the growth portfolio?
Q: A lot of positives in today's new release for Questor. Notwithstanding the size of the order, but the Company is now selling its clean technology into a new market: Mexico. Also for the first time this order included the power generation component from its Clear Power product line as part of the total solution. What are your thoughts for QST and its stock price going forward?
-
Stars Group Inc. (The) (TSGI)
-
Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A)
-
Spin Master Corp. Subordinate Voting Shares (TOY)
Q: With new TFSA money available I am considering bringing these companies from a 3.5% position to a full 5% position. Any concerns or cautions?
Q: Can you give me your views on this company , I read they are doing some weird things,
jim
jim
Q: KBLT has been weak recently, even after the end of tax-loss selling. On Tuesday, they announced the friendly acquisition of the shares of Highlands Pacific that they do not already own. Could you comment on this transaction and the impact on KBLT?
Q: I would like to add one railway holding to an already well-diversified portfolio .. given the recent news about CN's development of a bitumen "puck" as an alternative method for shipping crude, which of these two (CNR or CP) would you favour this month? Does this news have implications for pipelines?
-
Dollarama Inc. (DOL)
-
CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
-
Kinaxis Inc. (KXS)
-
Premium Brands Holdings Corporation (PBH)
-
Savaria Corporation (SIS)
-
goeasy Ltd. (GSY)
Q: I currently hold small positions on the following. Based on current valuations and growth expectations, which Companies would you add to? in order of preference,
Thanks Valter
Thanks Valter
Q: Emerging companies in the Marijuana industry like these two need focus to progress in a positive way. What are your top 3-5 areas of attention that you would like to see and continue to research to make them a worthwhile investment opportunity in 2019 and beyond?
-
Photon Control Inc. (PHO)
-
Dollarama Inc. (DOL)
-
Brookfield Renewable Partners L.P. (BEP.UN)
-
Stella-Jones Inc. (SJ)
-
NFI Group Inc. (NFI)
-
Polaris Renewable Energy Inc. (PIF)
-
Spin Master Corp. Subordinate Voting Shares (TOY)
Q: Hi , i have 7 stocks that dropped below 2.5% of my holdings. BEP.UN (2.38%), NFI (2.33%), PHO (2.20%), SJ (1.92%), TOY (1.91%), DOL (1.61%), PIF (1.53%).
I also have a 15% cash position. Please Rank all 7 for potentially increasing to a 2.5% position. Also, is there any of the 7 stocks full position (5%) contenders.
Thanks
I also have a 15% cash position. Please Rank all 7 for potentially increasing to a 2.5% position. Also, is there any of the 7 stocks full position (5%) contenders.
Thanks
-
NFI Group Inc. (NFI)
-
Parex Resources Inc. (PXT)
-
Savaria Corporation (SIS)
-
A&W Revenue Royalties Income Fund (AW.UN)
-
Nutrien Ltd. (NTR)
Q: I would like to add small amounts to the above listed existing positions. How would you rank these? Which one's may likely drop further and more patience would be required?
Thank you!
Albert
Thank you!
Albert
Q: what are your thoughts on abandons plans to acquire music choice? Is it a good or bad deal? Should I add or sell only 1% of my portfolio?
Q: With tax loss selling at the end would appreciate your pick of approx. 5 mid cap and 5 large cap stocks that you feel could do well in 2019 and beyond. I feel oil stocks are due for a bit of a rebound and the trade tensions will ease. Your thoughts. Thanks for the great service and Happy New Year everyone at 5i. Leaning toward stocks that pay dividend with some growth.
Q: Perhaps there is confusion between "averaging down" and portfolio rebalancing. If a person had bought GSY or TSGI at $50 and they each were 5% of a portfolio and were considered to have cheap valuations at that time. If, after the market correction they are each 3% of the portfolio with no change in fundamentals is there a problem with bringing each one back up to 5% ? I look at GSY and a consortium of investors put $46,460,000 into it at $50.50/share on Oct 10. I'm sure they did a lot of homework and considered it to be very cheap. It must be a steal now.
Q: Do you still expect great things from Stingray? I heard about an app that they are participating on and remembered it was a pick awhile back. I've been waiting for an entry point. Is this it or are there better options with the pull back?
Q: I am watching as the weed stocks decrease in this downturn. Just wondering what you think would be a good entry point for Canopy Growth Corp? I only want the largest of CDN companies.....let me know if you like others as well. At the time of writing this the stock is down to just over $35.00. 52 week high is 76.68.....I realize that valuations are pretty skewed with weed stocks.......just looking for a guide here.
Q: Hi, I'd love some feedback on this company. Looking forward their potential seems great, and partnerships smart. One project, the Delta greenhouse at an eventual 2.2 million sq ft would place it near Canopy Growth for production, throw in Houweling's involvement and it looks promising. I have a long term outlook and don't mind the risk here.
Thanks in advance!
Thanks in advance!
Q: As AGT trades further below the offer price, does it become a potential buy? It seems unlikely that the $18 offer will meet with positive response from majority of shareholders (unless of course share price somehow drops below $14 or so in the mean time).
What are the odds, do you think, of a higher offer if the first one fails?
Any chance the offer isn't genuine and just intended to support the share price until financials improve?
What are the odds, do you think, of a higher offer if the first one fails?
Any chance the offer isn't genuine and just intended to support the share price until financials improve?
Q: I am a Money Saver Subscriber and have just read your 5i edition. Rani wrote a very good article on the Marijuana sector. I did really well in the sector as I unloaded in JAN2018 when the bragging started. I am interested in FIRE after reading the article. I see from previous questions that FIRE was not on the radar. It is now. What changed? What was the price at the time the article was written? Thank you. Jeff