Q: My spouse has an RRSP that models the 5iR income portfolio. She also has a balanced portfolio like the 5iR one and it is twice the size of RRSP which she will be drawing on in about 4 years. The current RRSP positions do not require to be rebalanced. She would like to add positions to the RRSP, even if it means somewhat overweight certain positions. What are the 5 income portfolio equities that she should consider at this time?
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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: PEO is down in round numbers about 10% this month. Of particular concern is the massive 1 + million shares on Friday.
Can't find anything on this, with the technicals not looking to good anything you can add to this scenario?
Thanks
Sheldon
Can't find anything on this, with the technicals not looking to good anything you can add to this scenario?
Thanks
Sheldon
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Sun Life Financial Inc. (SLF $83.60)
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Methanex Corporation (MX $48.14)
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CAE Inc. (CAE $36.56)
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Celestica Inc. (CLS $461.99)
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Boyd Group Income Fund (BYD.UN)
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Alimentation Couche-Tard Inc. (ATD $73.65)
Q: I am missing above stocks in my Balanced portfolio. Whould you buy them today or in new year? Thank you
Q: I've noticed on some charts that zinc "warehouse stock levels" are trending downwards over a 5 year period (perhaps longer). Is this is a bullish indicator for price of zinc and ultimately Trevali Mining?
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Kinaxis Inc. (KXS $177.01)
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Knight Therapeutics Inc. (GUD $6.03)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $218.00)
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Spin Master Corp. Subordinate Voting Shares (TOY $19.87)
Q: With a $150,000 balanced portfolio and about 25 positions, what would be the suggested starting weightings be for each of the KXS, GUD, SHOP and TOY positions?
Q: Hello 5i team,
I read an interesting article in the Globe on Thursday on Dollarama. According to the author they are essentially borrowing money to buy back their own shares and are now in a situation of negative book value. In other words, if the stock were wound up today, shareholders would find themselves with negative equity.
Your comments please.
Thanks,
David
I read an interesting article in the Globe on Thursday on Dollarama. According to the author they are essentially borrowing money to buy back their own shares and are now in a situation of negative book value. In other words, if the stock were wound up today, shareholders would find themselves with negative equity.
Your comments please.
Thanks,
David
Q: Season's Greetings 5i:
Can you please tell me how many significant deals Mr. Goodman made before and after his accident.
Can you please tell me how many significant deals Mr. Goodman made before and after his accident.
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Photon Control Inc. (PHO $3.60)
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Premium Brands Holdings Corporation (PBH $91.40)
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Savaria Corporation (SIS $21.25)
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ZCL Composites Inc. (ZCL $10.00)
Q: Hi 5iResearch Team,
I have finally decided to give up my full position on ZCL and was wondering if you can recommend something regardless of sector/industry, to take its place. Preferably I would like something with a dividend but it is not a must. As always, good works guys.
Cheers,
I have finally decided to give up my full position on ZCL and was wondering if you can recommend something regardless of sector/industry, to take its place. Preferably I would like something with a dividend but it is not a must. As always, good works guys.
Cheers,
Q: I have owned Open Text for a couple of years and have had a little growth. I would like to obtain some cash to buy Avigilon. Does selling Open Text to buy Avigilon for better growth make sense.
Thank you,
Bob
Thank you,
Bob
Q: Regarding the decision to add AVO to the BE portfolio, what is AVO's strategy shift that you referred to, what metrics did you use to conclude its valuation is cheap (PE is around 36) and any concerns about the declining sales growth?
Q: Humble comments as I see them.CEO Steve Hudson is described by a respected guest on BNN as"a wonderful guy in promoting things",who was supported by the investment community.However his light has dimmed somewhat since the very big acquisition of the GE leasing assets(now spinned out to EFN) as he overpromised & underdelivered/performance below expectations.Hudson is more suited to ECN than ENF as shown by appreciation in ECN & depreciation in ENF since split.Reportedly Hudson& his management team draw very big salaries(maybe too high compared to performance) but they always buy back shares for many years.While he did not acquire co after promotion,he indicated that he will buy in 2018.Stay tuned.
Q: Very saddened to hear about the recent mysterious death of Honey and Barry Sherman of Apotex, however, will this void create an opportunity for Jonathan Goodman to enter into talks with Jeremy Desai?
Q: ECN Capital was among the top pick's on BNN by Peter Hodson on Dec 15/17. I couldn't find a report on the company in the "Reports" section. Did I miss it or is there a report coming out in the near future?
Q: Hello 5i team,
On the one hand, you suggest to have some exposure in all sectors; yet, after the recent changes, the Balanced Equity has 0% in RE, Telcos and Utilities.
Please explain,
Antoine
On the one hand, you suggest to have some exposure in all sectors; yet, after the recent changes, the Balanced Equity has 0% in RE, Telcos and Utilities.
Please explain,
Antoine
Q: Great show on BNN. As always Peter was to the point,sharp and candid. (CPG for example).
I was surprised that GUD didn't make it to the top picks . Any reason why? It figured prominently in the year end tax loss selling based buys. Always gets a good recommendation in Q&A. Yet didn't make it to the top 3.
I was surprised that GUD didn't make it to the top picks . Any reason why? It figured prominently in the year end tax loss selling based buys. Always gets a good recommendation in Q&A. Yet didn't make it to the top 3.
Q: Not sure why so many subscribers seem concerned over ECN at $3.80, I am looking for $3.60 so I can load up but even at today's level it's a no brainer buy.
Q: Good morning. Any thoughts on today's Globe and Mail article on Dol? Borrowing to fund share buybacks.
Q: Wanted to get your views on GPS recent earnings? In addition ECN held a corporate update meeting and wondering if you have any comments after the meeting?
Q: Hello 5i team,
Could you remind me of your rationale for having GUD and KXS in both Balanced and Growth portfolios; whereas Element and Open Text were in the Balanced portfolio, why have you shifted ECN and OTEX to the Growth portfolio?
Looking forward to watch Peter on BNN on Friday.
Thanks,
Antoine
Could you remind me of your rationale for having GUD and KXS in both Balanced and Growth portfolios; whereas Element and Open Text were in the Balanced portfolio, why have you shifted ECN and OTEX to the Growth portfolio?
Looking forward to watch Peter on BNN on Friday.
Thanks,
Antoine
Q: Looking at PLI as a value play for next year. What is the story with the sell off YTD?