Q: I see several analysts estimates targeting PKI in the $50 range, implying about a 50% upside. Does this seem at all reasonable to you?? Thanks Jim
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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 5i,
What is your opinion on Alimentation vs. Parkland? Over the last couple years I’ve held in the hopes it might turn out to be a ‘baby ATD.B’. Is this a case where an investor should pay up for the quality proven business?
Thank you!
What is your opinion on Alimentation vs. Parkland? Over the last couple years I’ve held in the hopes it might turn out to be a ‘baby ATD.B’. Is this a case where an investor should pay up for the quality proven business?
Thank you!
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Enbridge Inc. (ENB $68.46)
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $76.98)
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Parkland Corporation (PKI $38.91)
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TFI International Inc. (TFII $129.98)
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Badger Infrastructure Solutions Ltd. (BDGI $63.75)
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Agnico Eagle Mines Limited (AEM $236.67)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $232.42)
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Aritzia Inc. Subordinate Voting Shares (ATZ $81.81)
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Alimentation Couche-Tard Inc. (ATD.A)
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Bank of Nova Scotia (The) (BNS $63.31)
Q: Hi 5i Team,
In general I follow 5i Balance Equity Portfolio. Lately, I went through comparing my portfolio to 5i Balance portfolio I found that I have to add the following stocks BDGI,PKI and SHOP and I am under weight on AEM,ATD,ATZ,BAM.A,CCL, ENB,TFII. Can you please advise in order which stock consider a good buy at this time.
Also, Can you please advise good buying stocks from the Growth Portfolio.
Thanks,
In general I follow 5i Balance Equity Portfolio. Lately, I went through comparing my portfolio to 5i Balance portfolio I found that I have to add the following stocks BDGI,PKI and SHOP and I am under weight on AEM,ATD,ATZ,BAM.A,CCL, ENB,TFII. Can you please advise in order which stock consider a good buy at this time.
Also, Can you please advise good buying stocks from the Growth Portfolio.
Thanks,
Q: Further to Josette's question about stepping in to PKI, i was about to step in after latest earnings, that were good, but then they announced 2 aquisitions that will be financed partly with newly issued equity. I have not seen in the announcement the value of these aquisitions, and i question why management would keep this info from investors.
Since i expect the price to go down with equity issuing, i am waiting to buy. Does this make sense?
Since i expect the price to go down with equity issuing, i am waiting to buy. Does this make sense?
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Parkland Corporation (PKI $38.91)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $54.10)
Q: All things considered equal portfolio wise, which would you chose and why, for a 3-5 year hold.
Thanks
Thanks
Q: Hi
Would you recommend waiting for the stock to settle down before buying, maybe after tax loss selling season, or would you buy today at these levels.
Long term hold objective
Thank you
Would you recommend waiting for the stock to settle down before buying, maybe after tax loss selling season, or would you buy today at these levels.
Long term hold objective
Thank you
Q: I' m considering a switch from PLI to TRUL. Obviously apples and oranges comparison however is it a trade you would endorse?
Q: Thoughts please on the announcement from Parkland?
Thx
Thx
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Freeport-McMoRan Inc. (FCX $42.85)
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Parkland Corporation (PKI $38.91)
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Labrador Iron Ore Royalty (LIFUN)
Q: I'm looking at these three companies. Do you think these are good companies over the next couple of years and what would be a good entry point.
Q: Hi, i want to know what's going on with Parkland fuel... Energy sector recover nicely but PKI seems in the woodshed since a while... Is there something wrong with the company that the market don't like, thx
Q: Comments on Q3 earnings, please Thanks, Jim
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NVIDIA Corporation (NVDA $189.11)
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QUALCOMM Incorporated (QCOM $167.77)
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TC Energy Corporation (TRP $75.67)
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Algonquin Power & Utilities Corp. (AQN $8.21)
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Parkland Corporation (PKI $38.91)
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Roku Inc. (ROKU $99.93)
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Brookfield Infrastructure Partners LP Limited Partnership Units (BIP $34.59)
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CrowdStrike Holdings Inc. (CRWD $509.95)
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Upstart Holdings Inc. (UPST $51.76)
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Affirm Holdings Inc. (AFRM $75.25)
Q: Q1: I have QCOM for quite some time. I am thing to sell it and buy higher growth NVDA and CRWD. What is your opinion? What other US growth company do you suggest?
Q2: I have PKI and AQN which are going nowhere. I have TRP also which has gained recently but is still down from its high. I am thinking to sell all three and buy higher growth GSY and NVEI. What other CDN growth company do you suggest? What order should I sell PKI, AQN and TRP?
Q3: What growth companies will be impacted positively from high energy prices and higher inflation? Thank you.
Q2: I have PKI and AQN which are going nowhere. I have TRP also which has gained recently but is still down from its high. I am thinking to sell all three and buy higher growth GSY and NVEI. What other CDN growth company do you suggest? What order should I sell PKI, AQN and TRP?
Q3: What growth companies will be impacted positively from high energy prices and higher inflation? Thank you.
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Questor Technology Inc. (QST $0.64)
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Parkland Corporation (PKI $38.91)
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Xebec Adsorption Inc. (XBC $0.51)
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MFS Charter Income Trust (MCR $6.39)
Q: your opinion about MCR please.
Why is this company lagging the oil sector?you would think it would move with oil price going up.
Is there a chance it would be a take-over candidate?
are there other companies that you prefer ,like Questor or XBC?
Why is this company lagging the oil sector?you would think it would move with oil price going up.
Is there a chance it would be a take-over candidate?
are there other companies that you prefer ,like Questor or XBC?
Q: Both SU and PKI have under performed. I am considering selling my small position in PKI and buying SU as it may have more potential, and right now a similar dividend. Thoughts?
Thank you.
Thank you.
Q: PKI is looking very poor technically - 200 day average starting to roll over. Are you still confident holding it in your BE portfolio? Do you have an estimate for a forward P/E? Thanks, Jim
Q: I bought Couche-Tard when it dipped to $35CAD, with the stock price recovered to it's old high and Parkland is still trades in a range. Do you think switching to PKI would be a good move for better growth?
Thanks,
Thanks,
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Restaurant Brands International Inc. (QSR $93.94)
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CAE Inc. (CAE $39.89)
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Parkland Corporation (PKI $38.91)
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TMX Group Limited (X $51.49)
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TFI International Inc. (TFII $129.98)
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Leon's Furniture Limited (LNF $28.99)
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iShares Core MSCI EAFE IMI Index ETF (XEF $46.08)
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SPDR S&P 500 ETF Trust (SPY $673.11)
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CCL Industries Inc (CCLA)
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Hyatt Hotels Corporation Class A (H $145.08)
Q: I have cash for a new full position. I run an mix of your balanced and income portfolio for my cad exposure. Of the above names which would you add a full position right now. I am also considering just batting for the average with SPY or XEF. balanced shifting to income follower, 5 year window looking for good entry point into one of the names above.
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Mosaic Capital Corporation (M $5.50)
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Canadian National Railway Company (CNR $134.51)
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Dollarama Inc. (DOL $176.67)
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Parkland Corporation (PKI $38.91)
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TFI International Inc. (TFII $129.98)
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BRP Inc. Subordinate Voting Shares (DOO $93.43)
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Alimentation Couche-Tard Inc. (ATD $72.72)
Q: In your opinion which company in each of the 4 groupings offer. the best rate of return over the next 5 years?
Atd.b v.s. Pki
Cnr v.s tfii
Dol v.s. Do
Shop v.s. Lspd
Thank you
Atd.b v.s. Pki
Cnr v.s tfii
Dol v.s. Do
Shop v.s. Lspd
Thank you
Q: Hello,
We need to increase our energy exposure. We already own the above two stocks. At this time would you add to one or the other or both?
Or would you sell either one to add something different?
Thank you
We need to increase our energy exposure. We already own the above two stocks. At this time would you add to one or the other or both?
Or would you sell either one to add something different?
Thank you
Q: Hi team
the stock plummet in the last 2 days, any particular reasons? thought that the earnings in the last quarter was OK
I have a position, mainly for income and hope of secondary appreciation
should I hold or add more or sell? PKI is the symbol, thanks
Michael
the stock plummet in the last 2 days, any particular reasons? thought that the earnings in the last quarter was OK
I have a position, mainly for income and hope of secondary appreciation
should I hold or add more or sell? PKI is the symbol, thanks
Michael