Q: Input Capital released a Q2 update, streaming contracts, canola sales etc. Are they "turning the corner", "gaining traction", what are your comments on how this story is developing, also valuation? Thanks
You can view 2 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
-
Canadian Natural Resources Limited (CNQ $46.48)
-
Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $57.94)
-
Russel Metals Inc. (RUS $40.23)
Q: I have no metals and little resources in my portfolio. For a one or two year hold, would you recommend any of these and why? or is there something you like better?
Q: Hey 5i team,
It seems as though the solar power industry is gaining traction in the global market, and will continue to do so in the coming years.
With the ever-increasing efficiency of emerging storage solutions to help mitigate problems attributed with solar (ie the duck curve), it appears as though more nation's are beggining to view solar as a feasible option... I'm thinking about the South Australian government's plans for battery storage and India's solar boom.
Can you provide any comments on this trend, and are there any ETF's or indiviual stocks you like, that play the solar market on a global scale?
Always appreciate your input!
It seems as though the solar power industry is gaining traction in the global market, and will continue to do so in the coming years.
With the ever-increasing efficiency of emerging storage solutions to help mitigate problems attributed with solar (ie the duck curve), it appears as though more nation's are beggining to view solar as a feasible option... I'm thinking about the South Australian government's plans for battery storage and India's solar boom.
Can you provide any comments on this trend, and are there any ETF's or indiviual stocks you like, that play the solar market on a global scale?
Always appreciate your input!
-
Photon Control Inc. (PHO $3.60)
-
Open Text Corporation (OTEX $47.02)
-
RDM Corporation (RC $5.44)
-
Intrinsyc Technologies Corporation (ITC $1.75)
Q: What would be a few names you might suggest to replace RDM ( either growth or growth plus income) Thanx Robbie
-
CGI Inc. Class A Subordinate Voting Shares (GIB.A $124.03)
-
Descartes Systems Group Inc. (The) (DSG $114.45)
Q: How would you assess the prospects of these two companies over the next year or so? I am considering swapping them for Constellation Software. Would this be a good move?
Q: Hi,
I’m 67 years old and rely on dividend income. I think it may be time to transform my 45 stock portfolio into something more in tune with my age and risk tolerance. It would hopefully reduce the amount of decisions I would have to make since they say the older we get, the more our decision making skills start to slip.
Right now my portfolio follows a 60% 5i Canadian equity market sector balance, and about 20% US equities and 20% cash. My thought is to create a portfolio with the following asset allocation:
30% Gov & Corp Bonds VAB
15% Canadian Equity VCN or Canadian Div CDZ
15% Individual CDN small & Med cap stocks
10% US Equity VUN
20% US Large cap individual stocks already in Portfolio
10% International Equity VDU & VEE
Your comments would be appreciated.
Thank You
Frank
I’m 67 years old and rely on dividend income. I think it may be time to transform my 45 stock portfolio into something more in tune with my age and risk tolerance. It would hopefully reduce the amount of decisions I would have to make since they say the older we get, the more our decision making skills start to slip.
Right now my portfolio follows a 60% 5i Canadian equity market sector balance, and about 20% US equities and 20% cash. My thought is to create a portfolio with the following asset allocation:
30% Gov & Corp Bonds VAB
15% Canadian Equity VCN or Canadian Div CDZ
15% Individual CDN small & Med cap stocks
10% US Equity VUN
20% US Large cap individual stocks already in Portfolio
10% International Equity VDU & VEE
Your comments would be appreciated.
Thank You
Frank
-
Methanex Corporation (MX $48.71)
-
Boyd Group Income Fund (BYD.UN)
-
Agrium Inc. (AGU $144.58)
-
Alimentation Couche-Tard Inc. (ATD $70.93)
Q: These four companies are on my watch list. Please list in order of preference for a purchase at this time. Thank you.
-
Restaurant Brands International Inc. (QSR $98.59)
-
Kinaxis Inc. (KXS $175.83)
-
Premium Brands Holdings Corporation (PBH $90.47)
Q: My 15 yr old grandaughter has asked me to invest 1k of her hard earned babysiting money for about a 1 to 2yr hold in growth stock (my future as a grandfather may be at stake) I am leaning towards PBH over KXS what would your agree with my choice or would you have a better recomendation?
-
Dollarama Inc. (DOL $199.13)
-
Alimentation Couche-Tard Inc. (ATD $70.93)
-
Premium Brands Holdings Corporation (PBH $90.47)
-
Spin Master Corp. Subordinate Voting Shares (TOY $19.65)
Q: For the 2 sectors which stocks would you buy, these are the only 2 sectors I am not invested in
As always thanks for your help
As always thanks for your help
Q: I am looking at PJC.A as a take over candidate. My thinking is, as with the purchase of Shoppers by Loblaws, Jean Coutu has a sizeable downtown presence and while Montreal downtown is perhaps not quite as attractive as Toronto downtown, its still a quick way for a retailer to expand their urban presence, and as the Shoppers purchase showed, far cheaper and quicker than trying to do this from the ground up. My question is, is this a reasonable thesis and, perhaps more importantly, is PJC.A good enough and especially safe enough for a longer-term, patient hold, irrespective of the above thesis.
Q: I have 2 questions, feel free to deduct 2 points.
1. I would like to add SYZ and CXI to my portfolio. is this a good time to do so or should I wait for a summer pullback? How much more downside do they have. Should I buy them in my TFSA or non-regsistered? The SYZ dividend could be good for the non-registered?
2. For the IT side of my portfolio I own OTC and SHOP, and assume I'll add SYZ. I still need a 4th stock to make my tech holding complete. What do you suggest would go well with these three? Please note I recently sold Enghouse due to the amazon competition and sold CSU after its huge run the last few years, so don't want to add either of these.
1. I would like to add SYZ and CXI to my portfolio. is this a good time to do so or should I wait for a summer pullback? How much more downside do they have. Should I buy them in my TFSA or non-regsistered? The SYZ dividend could be good for the non-registered?
2. For the IT side of my portfolio I own OTC and SHOP, and assume I'll add SYZ. I still need a 4th stock to make my tech holding complete. What do you suggest would go well with these three? Please note I recently sold Enghouse due to the amazon competition and sold CSU after its huge run the last few years, so don't want to add either of these.
Q: I have substantial capital gains in both of these companies. How exposed are they to the anticipated US actions in the softwood lumber warfare? Would it be prudent to lock in some of these gains?
Thank you for your advice.
Thank you for your advice.
Q: Blockchain technology appears to be a potential "game changer". In the last week, both RBC and TMX have made a commitment to use it. Could you build a case in your mind to buy BTL or ACN now? ... buy .both? Neither at this stage?
Thanks.
Thanks.
Q: What are your thoughts on TFII over the next 2-3yrs?
Thanks.
Thanks.
Q: What is your current thoughts on BLX? Do you like it at all? If so, what are your thoughts on it short term (3-6 months) and long term. Thanks
Q: Any news on the over 6% drop in stock price this morning? Thank you.
Q: Hi Folks: I am trying to get an idea of "debt" on some stocks as part of my due diligence. Since I can not find a website that shows actual debt, how reliable are
Debt to Earnings ratio (<1.5) and
Debt to Cash Flow ratios (<3)
Also, What does a negative D/CF mean?
Debt to Earnings ratio (<1.5) and
Debt to Cash Flow ratios (<3)
Also, What does a negative D/CF mean?
Q: what is your take on igg. it is trading above the take out offer. should I sell or wait foe some news thanks bill
Q: The Urguay government sanctioned cannabis producer ICC is up over 32% in a month. Any good reason for this, other than pure speculation?
Len
Len
Q: Hi team, I have held DHX for quite some time but am finally ready to move on. Can you please provide a good alternative for this in a TFSA as well as an RRSP. Thanks