Q: LOOKING OUT TWO YEARS DO YOU THINK ITP IS A GOOD BUY?
You can view 3 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.
Q: My portfolio includes above 7 names.
Please provide up-dates, resp. information for some where I could not find any Q and A info. Thanks.
Klaus
Please provide up-dates, resp. information for some where I could not find any Q and A info. Thanks.
Klaus
Q: Was wondering your opinion on APH. CEO used to run Jamieson Laboratories so there are some serious people at the helm. With the new government taking control their share price has spiked along with the other similar plays.
Q: Could you please comment on the strength and weakness of Russell Metals going forward ? I hold a small position and could add or subtract. Thanks, Tim
Q: Your first take on WEF quarterly report, albeit without the conference call would be appreciated. Do you quys listen in to the calls?
Q: This one is interesting. How do you think the turnaround story in this is going? Could you give some metrics such as their margins and inventory turnover or other metrics that might be more important. Your thoughts about it too.
Thanks guys
Thanks guys
Q: Hi 5i - at current prices - which one of these companies would you add to your portfolio first? I like them all, just trying to buy good companies at good prices overall in my portfolio (I have struggled with the good prices part at times!) : ) Thanks!
Q: Which stocks do you consider most to benefit by the " proposed " huge Federal spending on infrastructure? I thought SNC, STN, WSP, ARE, might be good candidates . Do you think ARE and WSP already have had their run( ?)
Please give plus/minus assessment in term of promise and quality; and commnet on any other that might compete with these.... Thank-you
Please give plus/minus assessment in term of promise and quality; and commnet on any other that might compete with these.... Thank-you
Q: Just wondering at current valuations what you feel about accumulating shares now in Canadian Tire and CP rail for long term holds. Thanks.
Q: I realize past performane does not not indicate future performancebut MRU has outpermormed L and EMP.A on 5, 10 and 20 year metrics. I am looking for a long term consumer staple so at present I am thinking MRU or maybe all 3 makes sense also.
Q: Good morning, I am considering adding either IT or AYA do you have a preference looking at risk/reward and potential for future growth and dividend potential.
thanks as always.
thanks as always.
Q: I had held LIF for a few years and sold it earlier this fall to take advantage of a tax loss. Am thinking of buying back in once Tax Loss Selling season starts (late Nov). Materials would represent 10% of my Cdn Equity portfolio broken down between SJ, AGU, AFN and LIF in fairly equal percentages.
In the short term I am buying primarily for the dividend income and understand Capital Appreciation may not take place for a few years till Iron Ore prices improve.
Your thoughts on my plans for the materials section of my portfolio and at current Iron Ore prices is LIFs dividend secure?
In the short term I am buying primarily for the dividend income and understand Capital Appreciation may not take place for a few years till Iron Ore prices improve.
Your thoughts on my plans for the materials section of my portfolio and at current Iron Ore prices is LIFs dividend secure?
Q: This is a Canadian company with operations in the US. Not much info on it yet. Can you supply some numbers and give your opinion on this stock please?
Q: I am interested in the technology of plasma furnaces and its application in waste management. Do you have any insight into this area? PYR is one company I have uncovered. It appears that Westinghouse plasma corp (Alter NRG Corp) has been taken private by a Chinese company. What do you consider the best way to play this technology?
Q: Hello,
I have all this stocks down.
FM -72%,
G -38%,
GSY -22%,
HCG -30%,
QST -84%,
SGY -63%
TOU -52%
The question is do I sell them (for tax purposes) and hope they will be around the same price in 30 days? buy some replacement now? which ones? or let them go because they are out of favor and move to something else? What do you recommend?
The amount to invest is aprox 200K.
Thank you
M
I have all this stocks down.
FM -72%,
G -38%,
GSY -22%,
HCG -30%,
QST -84%,
SGY -63%
TOU -52%
The question is do I sell them (for tax purposes) and hope they will be around the same price in 30 days? buy some replacement now? which ones? or let them go because they are out of favor and move to something else? What do you recommend?
The amount to invest is aprox 200K.
Thank you
M
Q: Thoughts on recent earnings release.
Q: Hello I am looking to add to my position on Chemtrade to add a good yield stock with potential for some although I recognize not huge growth. My question is would it be more interest rate sensitive than any of the Brookfield companies, and would one of them be a better choice? Thanks as always, Bill
Q: hello 5i:
in a recent question, asked by Justin, about the new Liberal gov't (hmm, interesting, I know his last name can't start with T), re: infrastructure plays, you advised that WSP, STN, SOX, AND BDT would be some companies that would benefit. I can see that, but wouldn't companies like SCL and BAD benefit even more? After all, they will be doing the groundwork where most of the money is spent and have the lowest valuations due to the hits they've taken.
Just wondering
Paul
in a recent question, asked by Justin, about the new Liberal gov't (hmm, interesting, I know his last name can't start with T), re: infrastructure plays, you advised that WSP, STN, SOX, AND BDT would be some companies that would benefit. I can see that, but wouldn't companies like SCL and BAD benefit even more? After all, they will be doing the groundwork where most of the money is spent and have the lowest valuations due to the hits they've taken.
Just wondering
Paul
Q: Hi team, What are your current thoughts on Norbord as opposed to WEF? Thank you.
Q: Any comments on this R play?
Thanks
Jean
Thanks
Jean