Q: thoughts on the quarter please? Thx
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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: Own the following symbol / weight in my RRRS:
BCE 6.5 BEP.UN 5 BNS 4 CPD 5.9 CVD 5.5 EIF 2.1 ENB 6.1 LNF 2.5 QSR 2.4 SLF 3.3 TCL.A 3.1 WSP 5.9 XHY 6.8. ZRE 5
Please advice a new position from the Income Portfolio to add now:
AW.UN FSZ H MAL NWC PLC PRMW SYZ.V X
Much Thanks
BCE 6.5 BEP.UN 5 BNS 4 CPD 5.9 CVD 5.5 EIF 2.1 ENB 6.1 LNF 2.5 QSR 2.4 SLF 3.3 TCL.A 3.1 WSP 5.9 XHY 6.8. ZRE 5
Please advice a new position from the Income Portfolio to add now:
AW.UN FSZ H MAL NWC PLC PRMW SYZ.V X
Much Thanks
Q: What would you consider a good entry point for Byd.Ca? Do you still consider this a good long term investment?
Thank you again for your excellent service.
Donna
Thank you again for your excellent service.
Donna
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Brookfield Asset Management Inc Class A Limited (BAM)
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Brookfield Reinsurance Ltd Cl A Exchangeable Ltd Vtg Shs (BAMR)
Q: An equal number of shares of BAM and BAMR are being held in my portfolio. They have been considered economically equivalent, with a small premium on BAMR initially. Today, BAMR is performing much stronger than BAM.
What is the reason for disparity in the performance? Please kindly predict which one will have a superior performance for a longer term. Thank you for your great service. Bill.
What is the reason for disparity in the performance? Please kindly predict which one will have a superior performance for a longer term. Thank you for your great service. Bill.
Q: Good day guys:
Is it to late to take a position in this story ?
I realize you are positive on momentum names . Would u buy right now for a 3 to 5 year hold ?
Thx
Mark
Is it to late to take a position in this story ?
I realize you are positive on momentum names . Would u buy right now for a 3 to 5 year hold ?
Thx
Mark
Q: Goeasy's loan book has grown from $30 million to $1.8 billion during the last ten years and is projecting to reach $3 billion by 2023. Given the high interest rates charged by the company (19.99% for home equity loan, 24.99% for auto loan, and 29.99% for personal loan based on their website), it's hard for me to understand how any borrower can afford such a high rate and the sustainability of their business model. Can you please shed some light? What will happen to the company's business when a severe recession hits or housing market crashes?
Thanks.
Thanks.
Q: I hold Real Matters. in a TFSA. It's down big time. Bought at $20. Like to hold for the long term but thinking of selling 50% of the holdings and adding to FSV.T and KXS-T. Or should I sell 100 % of REAL and move on . Your thoughts .
Q: I hold ECN in my TSFA will there be a tax with held on the special dividend from the U.S.
Q: What would be a good entry point for TOI? Would a partial position be OK today?
Q: I seem to be confused by the announcement of the ECN sale and expected dividend. If I buy ECN now, will I qualify for the dividend of $7.50? Or is that dividend only for those who held on Aug 10.
John
John
Q: Hi there,
Is the involvement of Mr. Montgomery (CEO of EGLX) with the murky transactions of certain players in the troubled Bridging Finance scandal raise any alarm bells? Can you please comment on why you like this company?
Thank you!
Is the involvement of Mr. Montgomery (CEO of EGLX) with the murky transactions of certain players in the troubled Bridging Finance scandal raise any alarm bells? Can you please comment on why you like this company?
Thank you!
Q: sold out if thus dog long ago.
interesting artjcle in the globe how thus montgomery guy is involved with bridging finance and eglx. the optics are horrible.old saying-there is never one cockroach.
can you comment
dave
interesting artjcle in the globe how thus montgomery guy is involved with bridging finance and eglx. the optics are horrible.old saying-there is never one cockroach.
can you comment
dave
Q: Peter,
Based on the share structure is there a danger of CSU draining the profits of TOI by charging exorbitant management fees or royalties etc ?
Thank you,
Paul
Based on the share structure is there a danger of CSU draining the profits of TOI by charging exorbitant management fees or royalties etc ?
Thank you,
Paul
Q: Bought MG about two months ago and down 15%. I suspect in part it's due to the global chip shortage. If this is indeed the case, I am not reassured by NVDA's recent comment that they anticipate the chip shortage to last through to the end of 2022. To what do you attribute the decline...and when - and why - would you anticipate a turnaround? Is MG a buy, sell or hold? Thank you.
Q: can you compare eif and fsz for diversity and long term income. are there any other that you would suggest
Q: Presently have a 2% position in WELL. Your thoughts on trading for ECN for growth. No taxes payable with this transaction.
Thanks. Peter
Thanks. Peter
Q: Hi, we have a small <1% holding in Well Health. Stock does not seem to gain traction over $7-$8 level, despite great news time to time, over past 2 years. I know, you have a lot of conviction in the company, based on the CEO's past record. Even the last news of their majority share holder and HK business tycoon, snapping company's shares @ $9.50, during a private placement. My question is that is the stock worth holding due to its growth potential ( despite not so impressive price movement ) and if so, do you believe, it could reach $9-$10 in next 1-2 years. Or, we should be patient, expecting a buyer, at some point in the future.
Thank You
Thank You
Q: Hi 5i Team
I see your Balanced, Growth and Income Funds annualised return since inception are 16.6%, 11.8% and 6.8%, respectively.
If one was to have a portfolio of a mix of these Co’s - banks, utilities and then Co’s like WSP, TFII, etc…..modelling out future returns what annual return would you use?
16.6% is obviously too high and 6.8% a bit low….is using 8% realistic?
Thx
Cam
I see your Balanced, Growth and Income Funds annualised return since inception are 16.6%, 11.8% and 6.8%, respectively.
If one was to have a portfolio of a mix of these Co’s - banks, utilities and then Co’s like WSP, TFII, etc…..modelling out future returns what annual return would you use?
16.6% is obviously too high and 6.8% a bit low….is using 8% realistic?
Thx
Cam
Q: Lots of questions about this one.
One argument I've heard for why the stock isn't up on the dividend news is that the dividend isn't tax efficient for US holders, who evidently own about 40% of ECN float. That coupled with the embedded gains and worry about taxes increasing has them selling now, and the CDN demand for those shares being sold isn't enough to push the stock price higher.
If this is true, it may limit the near term opportunities even after the dividend if Americans feel burned that they didn't get a good deal out of a great deal made by ECN.
That all said, I've added to my already large position due largely to management and they're proven abilities.
My 2 cents, curious what you think.
Cam
One argument I've heard for why the stock isn't up on the dividend news is that the dividend isn't tax efficient for US holders, who evidently own about 40% of ECN float. That coupled with the embedded gains and worry about taxes increasing has them selling now, and the CDN demand for those shares being sold isn't enough to push the stock price higher.
If this is true, it may limit the near term opportunities even after the dividend if Americans feel burned that they didn't get a good deal out of a great deal made by ECN.
That all said, I've added to my already large position due largely to management and they're proven abilities.
My 2 cents, curious what you think.
Cam
Q: Have followed this stock for years and never owned it I saw the G& Mail article on the recent executive change. Do you expect this event significant enough to purchase the stock, thinking that the pace of acquisitions will pick up ? Thanks Derek