Q: Net net net, what does the recent business "simplification" for BBU mean to investors who owned BBU.un shares? For those looking to buy, do you buy BBUC or BBU.un? overall, is this a good thing for the shares overall?
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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.
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $229.03)
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Lassonde Industries Inc. Class A Subordinate Voting Shares (LAS.A $215.27)
Q: Would you sell Lassonde and buy Shop at this time?
Thanks
Thanks
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Canadian National Railway Company (CNR $137.69)
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Canadian Pacific Kansas City Limited (CP $99.56)
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Equinor ASA (EQNR $23.50)
Q: My question: Which railroad would be carrying crude to USA. which would 5i find favorable in this market. EQNR would the dividend be taxable and my research indicates it is very well operated. I am looking at 400 shares and 150 for railway
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Park Lawn Corporation (PLC $26.48)
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Fortis Inc. (FTS $71.63)
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TFI International Inc. (TFII $154.48)
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ATS Corporation (ATS $40.03)
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Kinaxis Inc. (KXS $177.44)
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Alimentation Couche-Tard Inc. (ATD $74.80)
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Premium Brands Holdings Corporation (PBH $100.43)
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Trisura Group Ltd. (TSU $45.54)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.07)
Q: I have been looking at recommendations in the questions and have picked the companies listed above to look into.
Without considering sector diversification, would you say each of these individually are strong companies to invest in, or would you separate these into different tiers?
In what order would you take a position in these stocks if you were to invest today? (e.g. may want to wait until prices for growth stocks like TIXT/TSU stabilize)
Also please provide suggested entry prices for each.
Without considering sector diversification, would you say each of these individually are strong companies to invest in, or would you separate these into different tiers?
In what order would you take a position in these stocks if you were to invest today? (e.g. may want to wait until prices for growth stocks like TIXT/TSU stabilize)
Also please provide suggested entry prices for each.
Q: Hi 5i
In answer to my question earlier today about where to best find earning report dates and estimates, you provided a link to a US site. Is there a decent Canadian site that does the same or nearly so? Just wondering where I can go to get a concise calendar of upcoming Qtly reports along with street consensus estimates, without having to search company by company. If such info is only available through payment of a fee to the provider, that's OK (depending on how much ...).
Thanks, for any further info about this you're able to provide.
Peter
In answer to my question earlier today about where to best find earning report dates and estimates, you provided a link to a US site. Is there a decent Canadian site that does the same or nearly so? Just wondering where I can go to get a concise calendar of upcoming Qtly reports along with street consensus estimates, without having to search company by company. If such info is only available through payment of a fee to the provider, that's OK (depending on how much ...).
Thanks, for any further info about this you're able to provide.
Peter
Q: I'm in the fortunate position of sitting on a double here in just a few short weeks. NTR represents almost 4% of my quite well diversified portfolio in a cash account. I'd rather not pay CRA a capital gains tax but don't want to see my investment reverse either. What would you do? Partial sell to allow for zero cost? Nothing?
Thank you kindly,
Geoffrey.
Thank you kindly,
Geoffrey.
Q: Do you feel loblaws is getting over valued.
I was surprised it is still only has pe of 20 times.
Is that traditionally high for a grocery stock. Is the price finally catching up to the fundamentals or is this a place of safety where people are hiding out till things settle down.
I have owned for years and wondering if i should take alittle off the table.
It still is at a comfortable weight in my portfolio as it didnt do much for the first 5 years that i owned the stock.
I was surprised it is still only has pe of 20 times.
Is that traditionally high for a grocery stock. Is the price finally catching up to the fundamentals or is this a place of safety where people are hiding out till things settle down.
I have owned for years and wondering if i should take alittle off the table.
It still is at a comfortable weight in my portfolio as it didnt do much for the first 5 years that i owned the stock.
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Costco Wholesale Corporation (COST $924.88)
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Meta Platforms Inc. (META $653.06)
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Alphabet Inc. (GOOG $329.14)
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Microsoft Corporation (MSFT $479.28)
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NVIDIA Corporation (NVDA $184.86)
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Salesforce Inc. (CRM $259.94)
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Enbridge Inc. (ENB $63.54)
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Constellation Software Inc. (CSU $3,324.75)
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Descartes Systems Group Inc. (The) (DSG $121.82)
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Kinaxis Inc. (KXS $177.44)
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Alimentation Couche-Tard Inc. (ATD $74.80)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $229.03)
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Aritzia Inc. Subordinate Voting Shares (ATZ $131.47)
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Crocs Inc. (CROX $86.07)
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Bank of Nova Scotia (The) (BNS $72.29)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.98)
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CrowdStrike Holdings Inc. (CRWD $470.61)
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Digital Turbine Inc. (APPS $4.86)
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Upstart Holdings Inc. (UPST $49.12)
Q: Dear 5i Team,
If there was an option to totally liquidate all of the investments someone had and start with a clean slate, which 20 stocks US and Canada (10 each) would you recommend for a 10 year horizon?
Thank you for your advice as always,
Much appreciated.
If there was an option to totally liquidate all of the investments someone had and start with a clean slate, which 20 stocks US and Canada (10 each) would you recommend for a 10 year horizon?
Thank you for your advice as always,
Much appreciated.
Q: Hello everyone at 5i!, I trimmed 30% from my nutrien holding since it has grown nicely . Now that I have my initial investment at hand, I was thinking I would like to add NWC to my portfolio. It seems to have a reasonable PE ratio and a decent dividend. What are your thoughts on NWC for a long term hold and is now a good time to pick it up ?Cheers, Tamara
Q: Can you help me understand how the volatility index works (VIX) and how an investor can use it to help determine when to start or trim a position.
Q: Hi Peter
can you please comment on the recent financials of both these companies .
Is AT still worth holding on to .
Thank you
Howard
can you please comment on the recent financials of both these companies .
Is AT still worth holding on to .
Thank you
Howard
Q: Thoughts on the big sell-off today.
Q: Hello
I am trying to get my head wrapped around digital currencies. I think I understand the premise of bitcoin but am confused on the purpose of sovereign nations having their own digital dollar. What is the difference between the two?
I am trying to get my head wrapped around digital currencies. I think I understand the premise of bitcoin but am confused on the purpose of sovereign nations having their own digital dollar. What is the difference between the two?
Q: I have read an article, in a couple of papers, stating that buying the dip, while profitable in the past, is no longer a good idea. Comment?
Thanks Rose
Thanks Rose
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Canadian Pacific Kansas City Limited (CP $99.56)
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Rogers Communications Inc. Class B Non-voting Shares (RCI.B $50.56)
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Dollarama Inc. (DOL $199.31)
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ONEX Corporation Subordinate Voting Shares (ONEX $116.66)
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WSP Global Inc. (WSP $260.02)
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iShares S&P/TSX 60 Index ETF (XIU $48.22)
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SPDR S&P 500 ETF Trust (SPY $694.07)
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State Street Technology Select Sector SPDR ETF (XLK $146.15)
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Waste Connections Inc. (WCN $231.42)
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S&P MidCap 400 ETF (MDY $631.38)
Q: Good Morning,
I have recently retired and need to improve yield. The above noted holdings have a low yield or have not performed well.
Can you please rate from first to sell down to last to sell and possibly provide some basic reasoning.
Thanks very much.
I have recently retired and need to improve yield. The above noted holdings have a low yield or have not performed well.
Can you please rate from first to sell down to last to sell and possibly provide some basic reasoning.
Thanks very much.
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iShares S&P/TSX Canadian Preferred Share Index ETF (CPD $13.87)
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Titanium Transportation Group Inc. (TTR)
Q: I would like to add to these , but would rising interest rates be of concern. Thank You.
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Choice Properties Real Estate Investment Trust (CHP.UN $15.41)
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CI Tech Giants Covered Call ETF (TXF $23.93)
Q: I have modest positions in these two holdings and am thinking of selling the Choice prop. REIT and buying more TXF. Do you have an opinion on this move. I recognize that they are very different holdings but my reasoning is as follows.
Chp has a nice dividend but very little growth. Txf has now dropped in price to a point where the downside potential seems more limited than its upside potential. It also pays a dividend that is enhanced by the covered call strategy. I know you prefer to own tech companies directly (which I do) but have also found Txf to be a way to own a basket of tech that would be hard for me to reproduce in my own portfolio. Any thoughts or opinions would be appreciated. Thanks.
Chp has a nice dividend but very little growth. Txf has now dropped in price to a point where the downside potential seems more limited than its upside potential. It also pays a dividend that is enhanced by the covered call strategy. I know you prefer to own tech companies directly (which I do) but have also found Txf to be a way to own a basket of tech that would be hard for me to reproduce in my own portfolio. Any thoughts or opinions would be appreciated. Thanks.
Q: What are your thoughts on WEF? I'm thinking to move on as I'm up in my TFSA and it makes up less than 1% of my portfolio and add to WCP
Do you think current war environment is bullish for lumber ? WEF is my only exposure.
Do you think current war environment is bullish for lumber ? WEF is my only exposure.
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Amazon.com Inc. (AMZN $247.38)
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Alphabet Inc. (GOOG $329.14)
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Intertape Polymer Group Inc. (ITP $40.48)
Q: Read all u recent comments on ITP .Have some in my TSFA. Closed today @$39.30,which is just $1.20 off T.O. price of $40.50,expected closing in May 2022.Thinking of selling soon to buy better potential in GOOG, AMZN(20-1 split) & BAM.A,& u possible suggestions. Please provide u opinion .Also when is the 20-1 split for GOOG. Txs for u usual great services & opinion
Q: Does this stock have further runway in the current commodities environment or is it time to cash in?