Q: If we hold IT shares in a regular discount broker with a canadian big six bank, will our shares automatically convert to the exchangeable shares if we don't do anything? Thanks.
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: NFI fell very substantially this morning. We have well over 100% profit in our joint portfolio, and even more in our TFSAs. Hold on, or time to trim? - Ted
Q: Hello 5i
I am looking for your opinion on my selling Whitecap to realize a capital loss and replacing it with Raging River. Or might you have a better suggestion?
Thanks Les
I am looking for your opinion on my selling Whitecap to realize a capital loss and replacing it with Raging River. Or might you have a better suggestion?
Thanks Les
Q: You responded to a query about IT recommending taking the exchangeable shares. Could you please explain why and are you still positive about the company? Thanx for the great service.
Q: Hi, Can you please comment on Marco Polo sale of 4.5 mln shares on a privately arranged bought deal. (Any idea of the price?) I understand that they still will own 6.5 mln shares. This is the 1st and largest shareholder deciding to monetize a sizable portion of their holding on the heels of the company's 2nd largest private equity shareholder slowly and contantly offloading large blocks of their shares over past 6-9 months. Is there a theme here? New Jersey issue is still an overhang. What are your thoughts ? Thanks
Q: I wish to sell EFN to raise some cash over the next month. In your opinion is it best to do this before the split in early Oct. or to wait until after the split and see if the stock get a bounce post split.
Thank you for your advice
Thank you for your advice
Q: will you please give your opinion on what to do with these shares
thanks donald.
thanks donald.
-
DH Corporation (DH)
-
Superior Plus Corp. (SPB)
-
Valener Inc. (VNR)
-
Evertz Technologies Limited (ET)
-
ZCL Composites Inc. (ZCL)
Q: I submitted this question last Thursday and received the auto response that my question had been submitted but since I haven't received a response I will try again.
My question relate to the income portfolio. We own many stock from the 3 portfolios but now that we are about to retire, we are trying to mimic the income portfolio. I understand that if one already owned ET, SPB, VNR, and DH that we should stick with them however, if one was constructing an income portfolio today can you suggest substitutes for these names? Also, given the dividend that ZCL pays, would it be suitable for an income portfolio?
Thank you.
Maggie
My question relate to the income portfolio. We own many stock from the 3 portfolios but now that we are about to retire, we are trying to mimic the income portfolio. I understand that if one already owned ET, SPB, VNR, and DH that we should stick with them however, if one was constructing an income portfolio today can you suggest substitutes for these names? Also, given the dividend that ZCL pays, would it be suitable for an income portfolio?
Thank you.
Maggie
Q: Preferred Shares - A & C
Which company will they be part of and will the capital structure change?
Will they adequately serviced?
Thanks
Which company will they be part of and will the capital structure change?
Will they adequately serviced?
Thanks
Q: I would like your opinion on my current mix of assets that are heavily invested in hedge funds.
25% Donneville Kent North American Fund
25% Barometer Global Macro Pool
25% JC Clark Preservation and Adaly Fund
25% 5i research stocks
my total invested is 700k and i hope to retire in 10-12 years
25% Donneville Kent North American Fund
25% Barometer Global Macro Pool
25% JC Clark Preservation and Adaly Fund
25% 5i research stocks
my total invested is 700k and i hope to retire in 10-12 years
Q: Hi team, Is Spin master still worth entering at current price level( $33.50). Thanks.
Q: Hi team, I am looking to start a position in SYZ, I have pretty well every position in the growth portfolio. I'm thinking 3% full position in one purchase . Is it a good idea?
I am thinking about the same with ESL, and have noticed the share price is lower now than a year ago. Is a full position same as above be acceptable?
Thank you as always for the service.
I am thinking about the same with ESL, and have noticed the share price is lower now than a year ago. Is a full position same as above be acceptable?
Thank you as always for the service.
Q: Being an income investor looking at the growth portfolio to add some growth ZCL stands out with the 3% yield. TD, Scotia or RBC dont cover it.2 have it in containers and packaging the other in oil/gas services. Have a few questions:
What is the expected growth?
Would it not apparent itself to PUR although not the same?
What is your view/rationnal for this stock?
Better in taxable account or not?
Love your stock picking started a 1% position in february SIS up by 122% since !
Many thanks !
What is the expected growth?
Would it not apparent itself to PUR although not the same?
What is your view/rationnal for this stock?
Better in taxable account or not?
Love your stock picking started a 1% position in february SIS up by 122% since !
Many thanks !
Q: Following Efn split, do you feel that this is a good time to add this stock to my portfolio?
Q: I am a new subscriber. Why are some of the stocks in the Model Portfolios recommended but no research reports are available on them? i.e. ATD.B
Q: Hi,
Within an already balanced portfolio, technology holdings include OTC, ESL, and SYZ. How would you view selling ESL and adding ABT?
Regards,
Robert
Within an already balanced portfolio, technology holdings include OTC, ESL, and SYZ. How would you view selling ESL and adding ABT?
Regards,
Robert
Q: Am I correct in assuming the "Exchangeable Shares" I would receive under the Plan of Arrangement would still be traded on a Canadian exchange.
-
Stars Group Inc. (The) (TSGI)
-
Boyd Group Income Fund (BYD.UN)
-
Premium Brands Holdings Corporation (PBH)
Q: Hello,
May I have your opinion on selling part if my Amaya (3%) and Boyd (7%) positions to purchase Premium Brands. As I am over in consumer discretionary and hold only a 2% posit in Saputo in basics. This would bring basics up to approx. 5% and discretionary down to approx. 16%. I also hold aw.un, bpf.un cgx dhx.b and gsy. In your opinion is there a better rebalancing option?
Your input is much appreciated.
Brian
May I have your opinion on selling part if my Amaya (3%) and Boyd (7%) positions to purchase Premium Brands. As I am over in consumer discretionary and hold only a 2% posit in Saputo in basics. This would bring basics up to approx. 5% and discretionary down to approx. 16%. I also hold aw.un, bpf.un cgx dhx.b and gsy. In your opinion is there a better rebalancing option?
Your input is much appreciated.
Brian
-
Descartes Systems Group Inc. (The) (DSG)
-
Enghouse Systems Limited (ENGH)
-
Open Text Corporation (OTEX)
Q: Hi, As part of a portfolio cleanup I am considering replacing <1% positions in DSG and ESL, and adding some more cash and add a full position in OTC. Does this make sense? With the new purchase of DELL EMC enterprise..I think OTC has positioned itself for growth. Are the liabilities increasing due to this purchase? How does it plan to fund this purchase? Do you think it would be better idea to wait for the benefits/issues due to this purchase to sink in?
Q: after a large run up from SIS and GUD do you think the stock has become overvalued or do you still believe there is potential for these stocks to rise further? also what are your thoughts on NYX?