Q: Please help me to understand why NFI continue its recent drift downwards until today even after some announcements of transactions,the latest being sale of up to 116 buses to AC transit on Dec 14.Always appreciate U usual great services & opinions.
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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: Hi everyone,
Happy Holidays! I have small exposure to the materials sector through a 4% position in Stella-Jones. With the decrease in gold, I am looking at adding some gold exposure with Agnico Eagle. Do you favour adding exposure to gold or other sub sectors of materials. I know you've recommended Methanex recently.
Thanks,
Jason
Happy Holidays! I have small exposure to the materials sector through a 4% position in Stella-Jones. With the decrease in gold, I am looking at adding some gold exposure with Agnico Eagle. Do you favour adding exposure to gold or other sub sectors of materials. I know you've recommended Methanex recently.
Thanks,
Jason
Q: Hello 5i Team,
I've been building a portfolio matching the Balanced Equity Portfolio.
So far I invested in all recommended companies with the exception of
CSU, ENGH, CCL.B, KXS, CXI, T and WCP. Out of these 7, which 2 would you
recommend to invest on right now based on price and diversification?
Please recommend half or full position. Thanks.
I've been building a portfolio matching the Balanced Equity Portfolio.
So far I invested in all recommended companies with the exception of
CSU, ENGH, CCL.B, KXS, CXI, T and WCP. Out of these 7, which 2 would you
recommend to invest on right now based on price and diversification?
Please recommend half or full position. Thanks.
Q: Hi there, regarding PLI in the GP, can you shed any light as to who's selling heavily? Any insiders selling in the past three months? Any insiders buying recently? Have you finally read the false report, any comments on it? Any thoughts, best guess, as to what price range an equity issue would be done at considering where the stock price is now, if one is done?? Thanks!
Q: Hello 5i. I am starting to build the Balanced Equity Portfolio. I own BNS, SIS, TOY, ATD and CSU. What other 5 stocks in the BE portfolio would be good buys right now? Any stocks "on sale"? Thanks.
Q: Hi 5I,
I just wanted to thank you for bringing ITC to my attention. I've just finished my own homework on it and WOW- What a rocket this could be over the next few years. These are the little gems that I would have not found on my own.
I just wanted to thank you for bringing ITC to my attention. I've just finished my own homework on it and WOW- What a rocket this could be over the next few years. These are the little gems that I would have not found on my own.
Q: I cannot find any news about the LSE rejection of IT's listing. Can you provide details please. Thanks
Q: I am thinking of adding one of these to my TFSA. What would be your choice and why?
Thanks. RAM
Thanks. RAM
Q: Its gone up a lot since you added. Is it too late for me to buy?
Q: How does not being accepted on the LSE affect intertain
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Sylogist Ltd. (SYZ $5.68)
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Enbridge Inc. (ENB $63.40)
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TELUS Corporation (T $18.51)
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Stella-Jones Inc. (SJ $88.03)
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NFI Group Inc. (NFI $16.16)
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Kinaxis Inc. (KXS $176.95)
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Alimentation Couche-Tard Inc. (ATD $75.11)
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Premium Brands Holdings Corporation (PBH $99.84)
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Savaria Corporation (SIS $23.89)
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ZCL Composites Inc. (ZCL $10.00)
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Spin Master Corp. Subordinate Voting Shares (TOY $20.47)
Q: Since Trump's victory markets have reached new highs including the financials on both sides of the border.Note that 5I has been relatively quiet.Yet many stocks including the aforementioned but not limited to,have fallen quite a lot(some more than others.The primary reason could be rotation to other sectors.If co. specific,please advise.Please advise if it is time to start buying them,& if possible list them according to your preference.Appreciate your usual great advices & services
Q: Hi guys,
Your thoughts on Open Text's news release today.
Thanks,
Jim
Your thoughts on Open Text's news release today.
Thanks,
Jim
Q: A couple of your listed companies listed here.
Publish if suitable.
http://www.theglobeandmail.com/report-on-business/rob-magazine/made-in-canada-five-factories-transportation-equipment/article33088005/
PB
Publish if suitable.
http://www.theglobeandmail.com/report-on-business/rob-magazine/made-in-canada-five-factories-transportation-equipment/article33088005/
PB
Q: Hi 5i Team,
I am planning to setup the Balanced Equity Portfolio across two different investment accounts. One investment account will have 12 stocks, and the other 13. How would you recommend I split the Balanced Equity Portfolio to have a somewhat equal sector allocation in both accounts?
Thank you.
Francesco.
I am planning to setup the Balanced Equity Portfolio across two different investment accounts. One investment account will have 12 stocks, and the other 13. How would you recommend I split the Balanced Equity Portfolio to have a somewhat equal sector allocation in both accounts?
Thank you.
Francesco.
Q: What do you make of the latest development re: PLI with the CEO having to issue a press release denying false rumors about his selling of shares. The short sellers seem to really have it in for this company! What would the reasons be for this?
Are we going to be seeing more of this kind of thing in line with the increase in 'false news', particularly in the recent US election?
Would appreciate your comments.
Are we going to be seeing more of this kind of thing in line with the increase in 'false news', particularly in the recent US election?
Would appreciate your comments.
Q: Hi , in a question to investor relations for the company , they stated that the company has replied to all questions and has not received anymore
and are waiting for final approval. What would prevent a company from being approved (not thinking they will not be just curious)
Thanks
and are waiting for final approval. What would prevent a company from being approved (not thinking they will not be just curious)
Thanks
Q: In the past, you have been reasonably upbeat about ITC. However, over the past couple of months, it has slowly gone down. If you had to rank it, what grade would you give it? Is it a worthwhile buy at this level or best to sit on the sidelines?
Q: I'm looking to eventually add both of these but only have cash for one at the moment. Which would you open a position in today?
Q: Would you add shares to a position of this company today?
I have a 2.3% weighing in the stock initiated at $54 back in spring 2016.
I have a 2.3% weighing in the stock initiated at $54 back in spring 2016.
Q: I decided in early November to use your service and construct a portfolio mirroring the Balanced Equity portfolio of now 23 stocks. I tried to acquire each of the equities below the October 31 closing prices however the above three have galloped away and are the only ones I haven't yet acquired. Should I continue to be patient and await a pullback or should I take the longer view and buy at this point even though each of the three has moved strongly higher in the last month or so. Alternatively is there another equity(or equities) or ETF to consider in place of the three that you'd recommend. I have bought only one-half of the amount of each of the securities I expect to eventually purchase and have maintained the balance in cash as a matter of caution. All of these funds are held in an rrsp. Would you recommend moving ahead with putting the cash into these equities now and holding only a 7% cash position at current valuations. My time horizon is 3 to 5 years. Many thanks for your advice!!