Q: Morning,
I'm currently up 45% in a RRSP account on TFII. It has become a 7% weighting. Take some profits or ?. Im a long term type investor. What do you think of the company going forward.? Thanks for all the great insights and advice.
Q: I like Saputo's long term chart, which has worked out well for one who invests for the long term like me. Looking out to the future though, how much of a concern is it for you about the Trump administration targeting industries such as the one that Saputo operates in?
Q: Hi Peter & Team. Looking to invest in the AG space. which of these two companies would you recommend for a long-term(5-10 year) holding period. Many thanks Joseph.
Q: Can you please comment on Tucows recent quarter and if your comments back in May - "its buyable for the long term now" - still applies.
Could you also comments on Tricon's recent quarter and if you view this is a positive sign that its potential is finally emerging.
Q: Hi 5i,
I was thinking of buying some AFN. I was surprised to see it suddenly pop up today. Do you think it is a good long term buy for income and some growth?
How are the quarterly results from Canada Goose? It appears that the company is doing well internationally. What is your take on the stock and the company? This this a good time to step in?
Also, I own KL which seems to be an outlier in the gold sector. If there was an equivalent to KL, but in the oil space, what would it be?
Q: Given the recent drop in ACB and its price being close to the previous rally levels (Nov/Dec 17) of $6.00 range, do you think that the stock has been sufficiently corrected to justify entry?
Q: In May and July, a couple of members wondered if it was time to move on from STN (and go to WSP) due to non-performance and you suggested it was. do you see anything in this earnings report to suggest a turnaround? I admit to a bit of emotion on this one as STN was once of the first stocks I ever bought. But continuing problems with "legacy" contracts has me questioning management. Time to give up the ghost on this one?
Q: Hi all at 5i, I have about 45k invested with only 5k in cash. I own all of the above names and was wondering if you were to free up some cash which of these stocks would you trim. If you think 5k in cash is enough, do you think any of these names would be good to trade for another name? Do you have any concerns over any of these names at this moment in time.
Q: hi
Purely on a stock by stock basis, based on the short term possible performance of the stock, if you had to sell some of these stocks, which would (first 5) you sell and in what order? ( I like all of them but I want to reduce my leverage ) Do not consider them as a portfolio as I have other stocks in registered accounts. Reducing across all of them would not be efficient for the size of my account.
thank you
Francois
Q: SNC was unexpectedly down today. Do you think it is related to the Saudi anger with Canada. Does SNC have a significant amount of business with Saudi Arabia.
Q: Hello Peter & Ryan,
Thank you for our great return on ECI, I bought it a week or so before Brookfield buy-out.
Your opinion on re-arrange my TFSA currently holdings 4 stocks DRG.UN, MFC, RY & HLF . We did well with the first three and loss 40% HLF (small position of 300 shares). We have 4 years hold in mind
1) Replace DRG.UN with CHP.UN
2) Double down on HLF small position loss about 40% or replace with RSI or ATD.B
3) Replace MFC with a combo ALA & ENB or FTS & AQN
4) Replace RY with CIX & BNS
Q: I need to replace Enercare in my portfolio and was thinking of BBU.un. How do you rate BBU vs Enercare in terms of safety and growth? I realize I'd be sacrificing dividends for more growth here but the environment is not being kind to dividend stocks just now, and I can switch over if and when that changes.
Q: CBC is reporting a possible strengthening of the Canadian dollar as oil continues to rebound. Any recommendations on how to possibly benefit from this? Any particular companies to watch that could really benefit from a stronger loonie?
http://www.cbc.ca/news/business/loonie-oil-canada-1.4769706
Q: Conifex moved sharply higher over several months before announcing its acquisition of the Florida and Arkansas sawmills. What do you think of the deal?