Q: Do you find their disclosure in their latest earnings report of the issues surrounding the Coastal GasLink Pipeline project as concerning as apparently the market seems to?
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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: After looking at page 27 of the Q2 2021 Supplemental, would you use the Basic income (loss) per LP unit , in comparison to Normalized Funds From Operation per Unit, to determine the value it trades at, similar to how REITS are valued.?
I noticed a Loss of .13cents per unit, and normalized FFO of 0.53 cents per unit.
Thanks
I noticed a Loss of .13cents per unit, and normalized FFO of 0.53 cents per unit.
Thanks
Q: I am thinking about transferring more of my investment funds to the US. At the moment the ratio is about 50/50. Do you think this is a good move considering the antics of the present government.
Publish at your discretion.
Publish at your discretion.
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Dow Inc. (DOW)
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International Paper Company (IP)
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LyondellBasell Industries NV Class A (Netherlands) (LYB)
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Lundin Mining Corporation (LUN)
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Agnico Eagle Mines Limited (AEM)
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Nutrien Ltd. (NTR)
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BHP Group Ltd. (BHP)
Q: Hi 5i,
I'm trying to put together a materials allocation for my portfolio that pay a dividend. These are the companies I have come up with that pay a stable dividend and appear to not have too much related business. Is more diversification needed and can you make recommendations. Also is there any better replacements for these companies I would like to have at least a two percent dividend. Thanks!
I'm trying to put together a materials allocation for my portfolio that pay a dividend. These are the companies I have come up with that pay a stable dividend and appear to not have too much related business. Is more diversification needed and can you make recommendations. Also is there any better replacements for these companies I would like to have at least a two percent dividend. Thanks!
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Roper Technologies Inc. (ROP)
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TFI International Inc. (TFII)
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ATS Corporation (ATS)
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NV5 Global Inc. (NVEE)
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Jacobs Solutions Inc. (J)
Q: We have a balanced portfolio with a growth tilt. Current Industrial sector stocks held and their percentage in total portfolio are:
CAE-1.7%, WSP-4.9%, AC-1.9%, XBC-1.3%, XYL-1.9%, MRS-0.3% and etf CWW-2.5%.
Have some cash to add and have been looking at ATA or TFII or topping up one or more existing holdings. Dividend not necessary. Would appreciate your thoughts and/or alternative suggestions.
Many thanks as always.
CAE-1.7%, WSP-4.9%, AC-1.9%, XBC-1.3%, XYL-1.9%, MRS-0.3% and etf CWW-2.5%.
Have some cash to add and have been looking at ATA or TFII or topping up one or more existing holdings. Dividend not necessary. Would appreciate your thoughts and/or alternative suggestions.
Many thanks as always.
Q: Given todays pull back on earnings, would you see this as a good entry point into CCO?
Thanks
Mike
Thanks
Mike
Q: Could you suggest 2 safer Canadian stocks to go with QSR, GSY and SLF to add to my grandsons RESP for a long term hold. Dividend would be nice but not necessary.
I'm down 20% on QSR so would you sell at this time to add to the others?
I'm down 20% on QSR so would you sell at this time to add to the others?
Q: The recent price decline seems to be reversing with similar voracity. We took the shares for our IPL position, primarily because of the name "Brookfield". It seems to be a name that attracts money.
Is there any other reason that you can see, for the recent volatility ?
Is there any other reason that you can see, for the recent volatility ?
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Scientific Games Corp (SGMS)
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Brookfield Asset Management Inc Class A Limited (BAM)
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Brookfield Business Partners L.P. Limited Partnership Units (BBU)
Q: Reuters is reporting that BAM is buying SGMS
But I see no press release from BAM, do you ?
But I see no press release from BAM, do you ?
Q: Hi, I am in need of increasing my Consumer Cyclical & Consumer Defensive exposures in my RRSP. Could you please suggest a few of your favourite companies.
Thanks
Thanks
Q: Hi 5i,
What do you think of the newly public Algoma Steel (trades as ASTL on the NASDAQ) after the recent takeover and name change by Legato? Please comment on risk and upside potential for its shares.
Thanks!
What do you think of the newly public Algoma Steel (trades as ASTL on the NASDAQ) after the recent takeover and name change by Legato? Please comment on risk and upside potential for its shares.
Thanks!
Q: Hey Peter,
I am confounded. Ctc.a is down approx 10% in the past few months. HD and LOW are up approx 15% similarily
That's a disparity of approx 25% and they're all in the same business.
I know its not the B of C announcement today that caused this.
What is your thoughts on why and MOST IMPORTANTLY would you suggest I still hold?
Up only 6% on my position currently.
Thanks
Sheldon
I am confounded. Ctc.a is down approx 10% in the past few months. HD and LOW are up approx 15% similarily
That's a disparity of approx 25% and they're all in the same business.
I know its not the B of C announcement today that caused this.
What is your thoughts on why and MOST IMPORTANTLY would you suggest I still hold?
Up only 6% on my position currently.
Thanks
Sheldon
Q: What is causing the current weakness in Methanex ? I have had success with it in the past and your fairly recent comments are positive so am considering picking some up at todays price. Any benefit to buying in US$ other than retaining dividends in US$ without losing on currency exchange ?
Have been with 5I since inception and am very happy with your insight.
John.
Have been with 5I since inception and am very happy with your insight.
John.
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NVIDIA Corporation (NVDA)
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QUALCOMM Incorporated (QCOM)
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TC Energy Corporation (TRP)
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Algonquin Power & Utilities Corp. (AQN)
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Parkland Corporation (PKI)
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Roku Inc. (ROKU)
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Brookfield Infrastructure Partners LP Limited Partnership Units (BIP)
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CrowdStrike Holdings Inc. (CRWD)
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Upstart Holdings Inc. (UPST)
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Affirm Holdings Inc. (AFRM)
Q: Q1: I have QCOM for quite some time. I am thing to sell it and buy higher growth NVDA and CRWD. What is your opinion? What other US growth company do you suggest?
Q2: I have PKI and AQN which are going nowhere. I have TRP also which has gained recently but is still down from its high. I am thinking to sell all three and buy higher growth GSY and NVEI. What other CDN growth company do you suggest? What order should I sell PKI, AQN and TRP?
Q3: What growth companies will be impacted positively from high energy prices and higher inflation? Thank you.
Q2: I have PKI and AQN which are going nowhere. I have TRP also which has gained recently but is still down from its high. I am thinking to sell all three and buy higher growth GSY and NVEI. What other CDN growth company do you suggest? What order should I sell PKI, AQN and TRP?
Q3: What growth companies will be impacted positively from high energy prices and higher inflation? Thank you.
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Alphabet Inc. (GOOG)
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NVIDIA Corporation (NVDA)
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Sun Life Financial Inc. (SLF)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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CrowdStrike Holdings Inc. (CRWD)
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Digital Turbine Inc. (APPS)
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Topicus.com Inc. (TOI)
Q: Please list your top 5 absolutely MUST-have stocks, regardless of sector or industry. (feel free to adjust the number of stocks, to more or less than 5 if you want)
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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Richards Packaging Income Fund (RPI.UN)
Q: Which company would you prefer to begin a long term position in? Or is a partial position in both a better strategy? Thanks
Q: Why don't investors like First Service Corporation earnings report?
Please also comment on Neighbourly Pharmacy Inc earnings. I can't find EPS on their report.
Please also comment on Neighbourly Pharmacy Inc earnings. I can't find EPS on their report.
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Restaurant Brands International Inc. (QSR)
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Corus Entertainment Inc. Class B Non-Voting Shares (CJR.B)
Q: Can you comment on CJR.B's earning and its market reaction last Friday? Also please comment on QSR's earning.
Thank you very much for your outstanding service!
Thank you very much for your outstanding service!
Q: Thoughts please on the quarter?
Thx
Thx
Q: Why is the chip problem concerning Magna and not Tesla?