Q: I would like to buy a railroad for my son's portfolio. I note the Cdn railroads are currently more expensive on a PE basis than the US rails. This would be a long-term hold (he is 29 yoa, and going into RSP). What would be 5i's preferred choice? If you think CP or CNR, I am not opposed to waiting for a more favourable entry point.
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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: Can you please comment on MX's latest earnings report? Would you be comfortable buying at the current share price, especially considering the expected new production from its Geismar project in Q4 2023?
Thanks as always for your expertise.
Thanks as always for your expertise.
Q: I own CLF. It has been a disaster, down 30% in a year.
Competitors such as GGBM & STLD have held up much better.
Can you assess the prospects of CLF and provide an opinion as to whether to hold or add to CLF or sell and move into a company like GGB with a 14% yield.
Thanks.
Competitors such as GGBM & STLD have held up much better.
Can you assess the prospects of CLF and provide an opinion as to whether to hold or add to CLF or sell and move into a company like GGB with a 14% yield.
Thanks.
Q: your thoughts on their earnings?
Would you call this a buy right now?
Are there insider positions and if so what are they?
Would you call this a buy right now?
Are there insider positions and if so what are they?
Q: With a sale off the table there's not much positive here, but the price reflects that.
Emotionally it would be satisfying to capture some capital gains to offset my dental bills. Would you say there's little downside her, and the sale of the company is more likely with a better M&A environment?
John
Emotionally it would be satisfying to capture some capital gains to offset my dental bills. Would you say there's little downside her, and the sale of the company is more likely with a better M&A environment?
John
Q: Your thoughts after first quarter release?
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Costco Wholesale Corporation (COST $911.45)
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Dollar General Corporation (DG $98.66)
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Loblaw Companies Limited (L $55.74)
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Metro Inc. (MRU $93.49)
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Alimentation Couche-Tard Inc. (ATD $71.28)
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iShares S&P/TSX Capped Consumer Staples Index ETF (XST $58.60)
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Five Below Inc. (FIVE $157.27)
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Vanguard Consumer Staples ETF (VDC $208.11)
Q: My portfolio analytics says I'm low on consumer staples.
I'm considering the above companies but also wondering if the ETFs listed might be the better way to go.
Please comment and rate these companies and ETFs.
Thanks as always for your insight.
I'm considering the above companies but also wondering if the ETFs listed might be the better way to go.
Please comment and rate these companies and ETFs.
Thanks as always for your insight.
Q: At today’s prices, which of ILLM and AIF would you prefer as a long term investment for quality and growth?
Q: NFI has announced a package of initiatives which I assume are intended to address their burgeoning order book. There are a bunch of questions which arise as a result of their action including but not limited to adequacy and effectiveness, dilution, balance sheet improvement, residual problems etc. Could you please appraise their initiative and offer your comments?
Q: What do you expect from forecast release today? Do you find good reason to get in at 52 week low share price? Tks. Larry
Q: Can I please get you take on Jacobs Solutions and Celsius Holdings? Would you prefer ATS Corporation to Jacobs?
Thank you
Thank you
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Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.29)
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Northwest Healthcare Properties Real Estate Investment Trust (NWH.UN $5.07)
Q: Which do you prefer? Which is more protected from a possible dividend cut?
Thanks for your service!!!
Thanks for your service!!!
Q: Hello, Both these companies reported solid results, after market yesterday, but their stock is dropping today. What would be a decent price to start a new position ? Thank You
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $78.24)
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Stella-Jones Inc. (SJ $79.61)
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Nutrien Ltd. (NTR $76.39)
Q: I have room to add one materials stock to my portfolio. Which of the following or others would you prefer? Nutrien around $80; Stella Jones around $60 lately or CCL.B around $68?
Q: Is NTR a good hold? I held it for years and have gone round trip with price.
Q: Would you kindly comment on the recent earnings reports for both Docebo and Envista. Do you see each company as a buy/hold/sell at the moment. Thanks
Q: What are your thoughts regarding their earnings report last night and would you prefer FTT or Toromont ? Thanks
Q: Hello
Could you comment on PET quarterly results?
Expenses are up, eps down. Apparently market not happy.
Thank you very much.
Stephane
Could you comment on PET quarterly results?
Expenses are up, eps down. Apparently market not happy.
Thank you very much.
Stephane
Q: How do you think introduction of CBDC will impact the entire banking sector in both Canada and USA?
Q: Can you comment on earnings. Thanks