Q: Would you consider TSAT a hold through it's current situation? Or if you would prefer to sell, do you have a suggested replacement?
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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: Last question on these two companies as late December, and I am interested if your take has changed. I just sold CAT, and am looking at repositioning into one of the maintainers of its equipment; largely to get out of the $US and potential risks to CAT of Trump policies.
What is your take on these 2 companies and which would come out ahead for an investment now?
What is your take on these 2 companies and which would come out ahead for an investment now?
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Loblaw Companies Limited (L $62.44)
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Exchange Income Corporation (EIF $97.17)
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Waste Connections Inc. (WCN $235.00)
Q: Hi Folks,
Looking at adding one of L, EIF or WCN to my RRSP holdings. Can I have your opinion as to which one would be the better buy today.
Thanks
Looking at adding one of L, EIF or WCN to my RRSP holdings. Can I have your opinion as to which one would be the better buy today.
Thanks
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Hemisphere Energy Corporation (HME $2.07)
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BCE Inc. (BCE $34.48)
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ARC Resources Ltd. (ARX $25.21)
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Gibson Energy Inc. (GEI $26.35)
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First Capital Real Estate Investment Trust (FCR.UN $19.67)
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Doman Building Materials Group Ltd. (DBM $10.08)
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Propel Holdings Inc. (PRL $24.00)
Q: I am considering purchasing these stocks (ARX,BCE, DBM, FCR.UN, GEI, HME, PRL). For the best return (income and price gain) over the next two years, in what order would you acquire? Are there stocks you would not buy now from this list?
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Canadian Natural Resources Limited (CNQ $49.43)
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TC Energy Corporation (TRP $77.24)
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Fortis Inc. (FTS $72.50)
Q: Hi Folks,
Looking to top up to a full position one of CNQ, TRP or FTS in my RRSP account. All things being equal, which one would you suggest I add too?
Thanks
Looking to top up to a full position one of CNQ, TRP or FTS in my RRSP account. All things being equal, which one would you suggest I add too?
Thanks
Q: I do not have any engineering co's in my portfolio so am thinking about adding STN or WSP. Could I have your thoughts please: which is best, what would be a decent entry point, would you recommend at these levels for a long term hold or wait for a pullback? Any other companies you would recommend. Thank you!
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Alphabet Inc. (GOOG $333.59)
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Intuitive Surgical Inc. (ISRG $528.81)
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Tantalus Systems Holding Inc. (GRID $5.30)
Q: Which company ISRG, GOOG or GRID has the most growth going forward? Sector/risk is not an issue.
Thank you for your service!
Thank you for your service!
Q: Hi,
I am thinking about investing in some BCE. What would you say the intrinsic value is per share? I am also intrigued by BRK.B. What do you think?
At share price are CSU, TOI, and Lumine bargains respectively?
What sort of market are we in? Up, down, or sideways?
And, would you suggest 10 companies which are great (little chance of capital destruction), AND offer some upside?
Side questions: Magna and Rogers have bounced back...a lot, did 5i recommend buying at those low points?
I am thinking about investing in some BCE. What would you say the intrinsic value is per share? I am also intrigued by BRK.B. What do you think?
At share price are CSU, TOI, and Lumine bargains respectively?
What sort of market are we in? Up, down, or sideways?
And, would you suggest 10 companies which are great (little chance of capital destruction), AND offer some upside?
Side questions: Magna and Rogers have bounced back...a lot, did 5i recommend buying at those low points?
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CSX Corporation (CSX $37.47)
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Canadian National Railway Company (CNR $136.98)
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Canadian Pacific Kansas City Limited (CP $99.48)
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Union Pacific CDR (CAD Hedged) (UNP $24.07)
Q: I invested in the 4 railroads, based on the thesis that dividends , finances ,and future were safe,the objective being here: capital preservation + "some growth". .Considering the valuations on a significant downtrend, should each of those stocks be kept ( or sold) accordingly to this vue ?
Q: Hoping you can provide some comments around what the bond markets might be telling us right now and what it might mean for equities? Lots of rumblings with respect to Japan and rates/spreads in general lately. Is it worth a report/blog? If not, any insights you can provide here in answer would be gratefully appreciated.
Q: Good morning,
AC has not performed well since August , is it a buy at this time.
Thanks,
George
AC has not performed well since August , is it a buy at this time.
Thanks,
George
Q: Hi Team,
I hold VHI in my tfsa, down 20% now. Would it be considered a "high grade" move to sell it now and buy CSU now that it is also down as much or more than VHI in the last year? Would my return prospects from here with CSU be just as high as compared to sticking with VHI? Would you advise this move?
Thanks,
Shane.
I hold VHI in my tfsa, down 20% now. Would it be considered a "high grade" move to sell it now and buy CSU now that it is also down as much or more than VHI in the last year? Would my return prospects from here with CSU be just as high as compared to sticking with VHI? Would you advise this move?
Thanks,
Shane.
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Foran Mining Corporation (FOM $6.74)
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Costco Wholesale Corporation (COST $977.67)
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,310.73)
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Constellation Software Inc. (CSU $2,809.97)
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ARC Resources Ltd. (ARX $25.21)
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WSP Global Inc. (WSP $266.28)
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Celestica Inc. (CLS $422.46)
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TFI International Inc. (TFII $147.79)
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goeasy Ltd. (GSY $128.32)
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Shopify Inc. (SHOP $136.31)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $53.96)
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Ninepoint Energy Income FUnd (NRGI)
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Brookfield Corporation Class A Preference Shares Series 32 (BN.PF.A $25.56)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $70.10)
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Nvidia CDR (CAD Hedged) (NVDA $42.20)
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Microsoft CDR (CAD Hedged) (MSFT $33.50)
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Amazon.com CDR (CAD Hedged) (AMZN $27.63)
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Alphabet CDR (CAD Hedged) (GOOG $54.16)
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NINEPOINT ENERGY INCOME FUND (NRGI)
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Eli Lilly CDR (CAD Hedged) (LLY)
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Walmart CDR (CAD Hedged) (WMT)
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GE Vernova CDR (CAD Hedged) (GEV $45.49)
Q: i own above shares can you rate the top 6 regardless of sector in order of preference so i can add to them based on you top picks from the group also list your top 6 picks in order of preference as well please
Q: Hi - do you think MDA is coming out of the "penalty box"...and why or why not?
Q: updated thoughts on ELVA? would you rate it a buy? how long a hold?
Q: Peter; I’m assuming you saw the options exercised today by the Chairman. It was announced on the TSX , but not on the US. It also traded over 2M shares in the US. Were there any large blocks in the US traded and does the Chairman have any restrictions on the optioned shares? If not,would it be an overhang. I don’t think it’s the most liquid stock here but in the US it seems much better. Could you just comment on the news ? Thanks.
Rod
Rod
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BMO Equal Weight Utilities Index ETF (ZUT $25.71)
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iShares MSCI Min Vol Canada Index ETF (XMV $55.83)
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iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $42.03)
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Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $63.25)
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iShares Core Balanced ETF Portfolio (XBAL $34.17)
Q: Have 11 holdings in a Non Reg account, 5 of which are ETFs as above . The other holdings are BAM, CNQ, EIF, ENB, GLXY, PNG, ZDC.
Would like to reduce the # of ETFs and distribute proceeds into ETFs/Equities that are left.
Your thoughts on which you think would be best (if any) to eliminate with a view to a tilt towards growth. Many thanks.
Would like to reduce the # of ETFs and distribute proceeds into ETFs/Equities that are left.
Your thoughts on which you think would be best (if any) to eliminate with a view to a tilt towards growth. Many thanks.
Q: For a Value Investor, can you suggest 3names that have potential of good return in 2026 outside of Oil & Gas & Pipelines.
Q: Hello 5i team,
This morning it was reported that GFL is moving it executive headquarters to the US. I wanted to add to it. Are you still bullish on this equity?
Thank You,
Andrew
This morning it was reported that GFL is moving it executive headquarters to the US. I wanted to add to it. Are you still bullish on this equity?
Thank You,
Andrew
Q: If a stock isn’t a must own, but a like to own but on the skids. What is your preferred strategy? Is it always for the bottom relative on technicals and especially a turn around? A quick sentiment shift?
Would you employ the wheel strategy if they approached a comfortable entry; NFLX, FTNT, NOW. Would be my current candidates that have a reasonable chance of righting the ship.
More of a learning question from the team in adding a bonus position if you will, or just collecting some premium if it doesn’t hit.
Love any insight on this area and these examples. Thank you!
Oh AI report was fabulous, very much appreciated.
Would you employ the wheel strategy if they approached a comfortable entry; NFLX, FTNT, NOW. Would be my current candidates that have a reasonable chance of righting the ship.
More of a learning question from the team in adding a bonus position if you will, or just collecting some premium if it doesn’t hit.
Love any insight on this area and these examples. Thank you!
Oh AI report was fabulous, very much appreciated.