Q: In the context of Return on Equity (ROE), what is the ideal ROE? I am asking because, when we examine company profiles, we can see significant differences in companies’ ROE. For example, here are the figures for: RY-CA 14%, DOL-CA 104%, and HD-US 405%. Why is there such a disparity? Thank you
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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: Top of the morning to ya. I know very little about technical analysis but I am guessing if it was applied to ATD it might signal “sell”. Can I have your thoughts on its valuation right now given the current conditions/risks against the expected earnings going forward? Any insights much appreciated.
Q: Im looking for stocks that will benefit from a increase in trade and shipping to Europe..
Any ideas would be appreciated.
Thanks
Any ideas would be appreciated.
Thanks
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Alphabet Inc. (GOOG)
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NVIDIA Corporation (NVDA)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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goeasy Ltd. (GSY)
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Docebo Inc. (DCBO)
Q: In what order would you purchase these stocks. What is a good entry price. In this volatile time would you purchase now or hold off
Thank you again for your good service and await your answer.
Earl
Thank you again for your good service and await your answer.
Earl
Q: Good day, 5i Team,
Do we have any Canadian stocks that might benefit from increased military spending?
Do we have any publicly traded military-oriented start-ups?
Thank you as always!
Nickolai
Do we have any Canadian stocks that might benefit from increased military spending?
Do we have any publicly traded military-oriented start-ups?
Thank you as always!
Nickolai
Q: What are your thoughts on HMAX (Hamilton Etf) and Petroleo Brasileiro NYSE: PBR
Thanks,
Carlos
Thanks,
Carlos
Q: Do you see BYD as useful to hold going forward/doesn have a valuable growth and risk-weighted profile at the moment?
Q: What do you think about bringing back US dollars to CDN dollars? I would like to diversify the currency portion of my portfolio, is there any other choice ? And for my third question how would I use Norberts Gambit to exchange those US dollars to Canadian dollars ?
Q: I have 3% position in BCE down 30% nonregistered account. I am thinking of selling and buying BN for long term. Can I have your thoughts?
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WSP Global Inc. (WSP)
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BRP Inc. Subordinate Voting Shares (DOO)
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TerraVest Industries Inc. (TVK)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Lumine Group Inc. (LMN)
Q: In a TFSA, I am down ~30% in both HPS.A and DOO, both of which were smaller positions and now both represent ~0.5% of total equity holdings (so ~1% combined).
If the goal was absolute growth over the long term with a high risk tolerance would you continue to hold or sell at a loss these two securities?
If you were to sell please rank from high to low which of the current securities in the account you would recommend.
If the goal was absolute growth over the long term with a high risk tolerance would you continue to hold or sell at a loss these two securities?
If you were to sell please rank from high to low which of the current securities in the account you would recommend.
Q: Hi Peter,
I would like to get your thoughts on CNR and ENGH. I am long CNR and would like to reduce it and add to my position in ENGH. My views are that I get more growth from ENGH and 4.5% dividend vs. CNR call it a 2.5% dividend. I know they are different businesses but comparing the two companies what provides more growth and income opportunity.
Thanks
I would like to get your thoughts on CNR and ENGH. I am long CNR and would like to reduce it and add to my position in ENGH. My views are that I get more growth from ENGH and 4.5% dividend vs. CNR call it a 2.5% dividend. I know they are different businesses but comparing the two companies what provides more growth and income opportunity.
Thanks
Q: Will the closing of the Hudson's Bay Company be of any benefit to NWC?
Q: I have small positions in both TFII and AND (about 2% each) and looking to add to them (long-term positions so not worried about near-term uncertainty, I'm sure they'll both be fine over the long-term).
I'm thinking TFII is the safer bet (cheaper, larger, much longer-term track record) but AND's smaller size and less-levered balance sheet might allow it to make more meaningful acquisitions for higher growth.
What are your thoughts, which would you favour more for a young long-term investor?
I'm thinking TFII is the safer bet (cheaper, larger, much longer-term track record) but AND's smaller size and less-levered balance sheet might allow it to make more meaningful acquisitions for higher growth.
What are your thoughts, which would you favour more for a young long-term investor?
Q: Hi, STN or WSP if you had to choose inly one, with possible entry prices and a very short explanation why would be great!!
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Stantec Inc. (STN)
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Aecon Group Inc. (ARE)
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Bird Construction Inc. (BDT)
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AtkinsRéalis Group Inc. (ATRL)
Q: I sold half my holdings in BDT and ARE in December, in a TFSA, with a nice profit. Both are down quite a lot since then. I was planning to buy back to average down. Or take position in more stable stocks like STN or ATRL. How would you rank these 4 for new purchase? in a registered or regular account? Would any of these be more at risk with US politics ? I already own WSP and NOA. Thanks a lot.
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Royal Bank of Canada (RY)
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Bank of Nova Scotia (The) (BNS)
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Canadian Natural Resources Limited (CNQ)
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Tourmaline Oil Corp. (TOU)
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Pason Systems Inc. (PSI)
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Russel Metals Inc. (RUS)
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Alimentation Couche-Tard Inc. (ATD)
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BMO US High Dividend Covered Call ETF (ZWH)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
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Hamilton Enhanced Multi-Sector Covered Call ETF (HDIV)
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Hamilton Enhanced U.S. Covered Call ETF (HYLD)
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Harvest Healthcare Leaders Enhanced Income ETF (HHLE)
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Hamilton Utilities YIELD MAXIMIZER TM ETF (UMAX)
Q: I am an 80 year old income investor with some growth. I have $20,000 to employ. The above is a list of my losers out of 50 winners in a portfolio of mostly the Income Portfolio plus 15 yield maximizer ETF's like UMAX. Should I:
1. wait for your monthly advice before acting
2. distribute evenly accross the losers
3. add to the winners
Any other suggestions would be appreciated.
Please take as many credits as needed.
Thank you
1. wait for your monthly advice before acting
2. distribute evenly accross the losers
3. add to the winners
Any other suggestions would be appreciated.
Please take as many credits as needed.
Thank you
Q: Hi Folks,
I currently hold HD in my non-registered account. I am thinking of switching to DOL for a little/lot more growth - they seem to be going in opposite direction. May I have your opinion?
Thanks
I currently hold HD in my non-registered account. I am thinking of switching to DOL for a little/lot more growth - they seem to be going in opposite direction. May I have your opinion?
Thanks
Q: How much likelihood do you see that some key Canadian resources are sourced in Eastern Europe by the Americans if the Ukraine war should resolve soon? Notably potash from Belarus, uranium from Russia and Aliminum from Ukraine, potentially including others I may know less.
Q: Hi folks,
I have held CNR in my TFSA for a few years - up 10%. I am thinking of replacing it with WCN for some more growth. Would it be better buying WCN on the NYSE or TSE? May I have your opinion?
Thanks
I have held CNR in my TFSA for a few years - up 10%. I am thinking of replacing it with WCN for some more growth. Would it be better buying WCN on the NYSE or TSE? May I have your opinion?
Thanks
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Celestica Inc. (CLS)
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goeasy Ltd. (GSY)
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Pollard Banknote Limited (PBL)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Nutrien Ltd. (NTR)
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kneat.com inc. (KSI)
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Vitalhub Corp. (VHI)
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ADF Group Inc. Subordinate Voting Shares (DRX)
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Docebo Inc. (DCBO)
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Propel Holdings Inc. (PRL)
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DeFi Technologies Inc. (DEFI)
Q: How would you rank the following for a growth oriented long-term hold: DEFI, DCBO, HPS.A, KSI, VHI, PRL, GSY, ATZ, CLS, NTR, PBL, DRX