Investment Q&A

Q: I would like to add to above existing positions.
I believe that CSU dropped enough to make it interesting after recent new highs. LIN looks like a steady large company with a good future. GEI has a nice dividend and good analyst reports.
Please give me your opinions on each.
Thank you

Q: (as a follow up to an earlier question this morning where you figured this was a sell)

not trying to pick a fight yet would you consider that, as one of the only profitable mso/pot companies, it seems like it would be a good spec at today's $10?

the chart certainly looks like it has been bottomed out

would not the potential/eventual change in the US banking legislation not be considered a catalyst that could easily see this double or triple from $10?

(as an aside, last fall when there was rumour of a leg. change, it quickly doubled)


asking for a friend........

Q: I've been readingaboutthe over supply of cannabis. Is this company a hold or sell? I'm currently down 33%. Thanks

Q: What are your top 5 highest conviction Canadian stock buys right now for total return the next 3 to 5 years?

Q: So here we have this company back to where it was trading 2 yrs. ago. You have at a buy and say it is cheap, it was this cheap 2 yrs. ago. I am from a farming family and this company just took advantage of farmers with the war in the Ukraine and not knowing what was going to happen, there was no shortage of fertilizer, you just had to pay up for it, the same as the stock if you wanted to own it. Now the farmers are dictating the price and what you see is the fall in NTR stock. It is just another another example of fert. co. and chem. co. that have taken control of our farmers on input costs, and they are not happy.
Thanks Again

Q: Which of these three has the better return metrics for a 2 to 3 year hold. Please compare and advise. I realize that they are in completely different sectors. Thank you.

Q: I have a sum of money lying in a savings account earning neglible interest.
I would like to invest this money in some sort of interest bearing etf or portfolio.
My options would be to invest the money in:-
1) 5i Research Income Portfolio.
2) Hamilton ETF's HDIV and HYLD. I would put equal amounts into each ETF My thinking is that HDIV would give the income yield and HYLD would supply the growth.
I already run your 5i research Income Portfolio which I could add to

Q: Re CGI; do you know the reason for the very large spike in volume on May 31 and if it has significance? I saw the recent question regarding Helsinki University. There was subsequent news regarding the company successfully accessing Azure on behalf of the US Marine Corps. These sound very positive.
Thanks for your insight.
Ian

Q: Unfortunately I am down over 50% on all these stocks (held in my TFSA). I am “cleaning house”.
Please give your opinion as to whether any have the potential to recover and are worth holding for a bit longer.
Thanks for your help.
Len

Q: Would this be a good time to start adding to freight/ trucking operators?

Would please rank these in order of upside potential give current prices.

Thanks.

Q: Is Nutrien screaming buy?

Q: On 5/30 Lnr stated it acquires 3 battery factories for $325m. Very negative market reaction as price dropped 4.5% to $60.10. Why?Please comment & explain. Add,Hold or Sell.Thanks for U usual great services & views

Q: Between ATZ and WELL, which should I sell to raise cash, and please explain. Thanks again. al

Q: Good morning
I would appreciate comments regarding investing in the Canadian financial sector versus US financials. This is in a tax sheltered account and currency volatility is not a concern. Thank you

Q: Good afternoon! There are two parts to this question:
1) You mentioned that BN would recover FASTER than Canadian banks, and given its having dropped more than any of the banks' 5 year highs, would you also say it has MORE upside, regardless of speed of recovery?
2) You mentioned that you see recovery for the Canadian banks, and that buying them is a good idea in the long term. I absolutely agree and have "doubled down" on that basis. However, you stated that you would not hold them at the 30% level of a portfolio. What do you think would be the MOST percentage-wise you would be comfortable with in a 100% stock dividend-payer retiree's portfolio?
Thanks! ... Paul K

Q: Good morning team,
Could you please give your take on these holdings .. keepers or let go? With the exception of TECK, I am down with the rest. Although they are good companies, they don't seem to have +ve momentum ..
I appreciate your thoughts ?
Thanks
CR

Q: My MGA is sagging but I still like the company's future. My ATS is doing fine, thank you very much. I'm thinking about selling MGA and increasing my ATS to a full position. Long time horizons but in say five years, which company would you rather be in today? thanks

Q: Hi,
I need to sell all the stocks in my non-registered account to access the cash in the next 2-5 years. I will be selling many of the stocks listed, in the next few weeks. Can you list them in SELL order with a few comments on the rationale.
Also, please list the top 10 Canadian stocks (from this list or others) for longterm holding, since I will buy some of them back in one of my registered accounts (RRSP, TFSA), likely over the next 2 years.
Thank you,
Camille

Q: I would like to sell either one of NTR or CJT, both had been slipping this year. I would like to lock in the gains before they slide any further. Which one of these two names you would recommend to sell and not likely to regret later? Thanks.

Q: Dear 5i,
In regards to BEPC:CA, BEP.UN:CA, BEPC:US, BEP:US and stock Beta.
Your web site reports: 0.80, 0.76, 1.09 and 0.87 respectively.
Does your web site report 3 Year Beta? If not, what is it? What is a reasonable Year Beta statistic to consider? Can you help explain why the Beta varies quite dramatically with the four different Brookfield Renewable tickers? There doesn't seem to be any obvious correlation between the Corporate versions and the different Currencies?