Q: Been underwater TCL for three years and it finally scratched back in the black for me, now wondering if its worth holding on to or if I should move on to something else?
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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.
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Northland Power Inc. (NPI)
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Athabasca Oil Corporation (ATH)
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Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
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Magna International Inc. (MG)
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Premium Brands Holdings Corporation (PBH)
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Cargojet Inc. Common and Variable Voting Shares (CJT)
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Nexus Industrial REIT (NXR.UN)
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Valhi Inc. (VHI)
Q: Currently hold PBH and considering selling. Know you recently rated as a hold for the three year period. For a better total return,over the next three years, would you sell PBH and buy one of ATH, CJT, MG, NPI, NXR.UN, TCL.A, or VHI. Please rank these stocks for purchasing. Thanks
Q: Hi,
May I please have your analysis of Transcontinental's latest results ?
Thanks
May I please have your analysis of Transcontinental's latest results ?
Thanks
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TELUS Corporation (T)
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Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
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Magna International Inc. (MG)
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iShares Core Canadian Universe Bond Index ETF (XBB)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Boyd Group Services Inc. (BYD)
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Topicus.com Inc. (TOI)
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Brookfield Wealth Solutions Ltd. Class A Exchangeable Limited Voting Shares (BNT)
Q: Good day and happy New Year to all the 5i staff. This is my first, and hopefully last multi stock question.
I am really beginning to take Trump seriously about tariffs. His reasons don’t hold up, but I believe he has unstated reasons of his own for wanting to do so. I don’t usually jump quickly but I have a bad feeling and am thinking of selling some Canadian holdings and buying US. I am wondering what you would think of this?
Even if my fear is justified, though, some of the stocks I am considering may do well under Trump’s regime, anyway. The above stocks are the ones i am considering and i would appreciate your views on whether they might do alright under Tariffs? Any other Canadian stocks you might think will react particularly badly?
Thanks for your great service
I am really beginning to take Trump seriously about tariffs. His reasons don’t hold up, but I believe he has unstated reasons of his own for wanting to do so. I don’t usually jump quickly but I have a bad feeling and am thinking of selling some Canadian holdings and buying US. I am wondering what you would think of this?
Even if my fear is justified, though, some of the stocks I am considering may do well under Trump’s regime, anyway. The above stocks are the ones i am considering and i would appreciate your views on whether they might do alright under Tariffs? Any other Canadian stocks you might think will react particularly badly?
Thanks for your great service
Q: Hi,
Your comments on Transcontinental's results ?
Thanks
Your comments on Transcontinental's results ?
Thanks
Q: I think this stock has reported. Any good news?
Q: May I please have your comments on Transcontinental’s earnings
Q: The adjusted net earnings attributable to shareholders of the Corporation went from $2.19 to $2.03 (down) for the year. Net Indebtedness ratio recovered to 2.06X from 2.47X for the year. Your views after the recent quarter. Does your analysis see any further recovery in the business or indicate selling the stock at this price? Do you thing of taking advantage of this price by getting out of it?
Thanks
Thanks
Q: Is there any hope for Transcontinental? I am seriously underwater. Sadly it’s in a registered account so there is no benefit to tax loss selling. Buy, sell or hold?
Q: I am thinking of taking a capital loss on 3 securities:
ZAG, TIXT, TCL.A-C
What securities could I replace them with while waiting for the 30-day period before a possible repurchase of these securities?
Second question:
What is your opinion of TCL.A?
ZAG, TIXT, TCL.A-C
What securities could I replace them with while waiting for the 30-day period before a possible repurchase of these securities?
Second question:
What is your opinion of TCL.A?
Q: You have been suggesting TCL.A is a sell for some time now in various questions. Given its current dividend yield of greater than 7%, would you expect any price appreciation if interest rates start to come down.
Thank you.
Thank you.
Q: Is there a future for TCLA.A. What is your view on it going forward.
Thank You in advance.
Thank You in advance.
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Illumina Inc. (ILMN)
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Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
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Veeva Systems Inc. Class A (VEEV)
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Real Matters Inc. (REAL)
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Roku Inc. (ROKU)
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DocuSign Inc. (DOCU)
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Alteryx Inc. Class A (AYX)
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Crocs Inc. (CROX)
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Axon Enterprise Inc. (AXON)
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Guardant Health Inc. (GH)
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Enthusiast Gaming Holdings Inc. (EGLX)
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Perion Network Ltd (PERI)
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Unity Software Inc. (U)
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Lantheus Holdings Inc. (LNTH)
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illumin Holdings Inc. (ILLM)
Q: I’m significantly underwater on these stocks. Can you please advise which ones you’d hold, and which ones you’d sell? Can you please also give 5 growth stocks in Canada and 5 in the US that you are high on right now in place of the above?
Q: It appears that Transcontinental published pretty bad numbers for its Q1FY2023 and the market has reacted quite negatively and the drop has been brutal. In your opinion, how bad are these results? In their press release for the quarter they mentioned the printing segment drop considerably. Do you see other problems showing up? They also mentioned they are continuing paying the dividend but in your educated opinion, given these results, is it realistic for them to keep doing so or is it more an eventuality they will cutting it, akin to what happened with AQN. Is it a SELL or HOLD? -- My guess is, it's not a BUY.
Q: Hi,
Could you comment on the earnings published today ?
Thanks
Could you comment on the earnings published today ?
Thanks
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Enbridge Inc. (ENB)
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Labrador Iron Ore Royalty Corporation (LIF)
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Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
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Nutrien Ltd. (NTR)
Q: Follow up to my last question - thanks for the answer. Any comments on the sell sequence and timing for ENB, LIF, NTR and TCL.A. I have done pretty well with all of these except TCL.A which is a bit in the red.
Some of these are cyclical, and your guess on when to sell will be better than mine.
Thanks,
Jim
Question:
I have an unregistered account with about 12 CDN blue chip stocks. The purpose of the account is to generate dividend income for the next several decades, while providing slow and steady capital growth. I have taken the decision to exit ENB, LIF, NTR and TCL.A and to increase holdings in AQN, NPI, PMO205, XTR. I know timing will never be perfect, but just looking for some timing guidance due to current market conditions and cyclicality of some of these stocks. Trying to avoid horrible hindsight commentry: that was OBVIOUSLY a poor time to make that change....
Answer:
An easy solution of course is to add one of the four once a month and we would be fine with such a strategy. All four buy proposals will have some sensitivity to rates, and Canada has already indicated rate hikes will pause. The bond market expects rate CUTS in Canada later this year, so finishing purchases in June could end up well.
Some of these are cyclical, and your guess on when to sell will be better than mine.
Thanks,
Jim
Question:
I have an unregistered account with about 12 CDN blue chip stocks. The purpose of the account is to generate dividend income for the next several decades, while providing slow and steady capital growth. I have taken the decision to exit ENB, LIF, NTR and TCL.A and to increase holdings in AQN, NPI, PMO205, XTR. I know timing will never be perfect, but just looking for some timing guidance due to current market conditions and cyclicality of some of these stocks. Trying to avoid horrible hindsight commentry: that was OBVIOUSLY a poor time to make that change....
Answer:
An easy solution of course is to add one of the four once a month and we would be fine with such a strategy. All four buy proposals will have some sensitivity to rates, and Canada has already indicated rate hikes will pause. The bond market expects rate CUTS in Canada later this year, so finishing purchases in June could end up well.
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Enbridge Inc. (ENB)
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Algonquin Power & Utilities Corp. (AQN)
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Northland Power Inc. (NPI)
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Labrador Iron Ore Royalty Corporation (LIF)
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Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
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iShares Diversified Monthly Income ETF (XTR)
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Nutrien Ltd. (NTR)
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PIMCO Monthly Income Fund (Canada) Series F (PMO205)
Q: I have an unregistered account with about 12 CDN blue chip stocks. The purpose of the account is to generate dividend income for the next several decades, while providing slow and steady capital growth.
I have taken the decision to exit ENB, LIF, NTR and TCL.A and to increase holdings in AQN, NPI, PMO205, XTR.
I know timing will never be perfect, but just looking for some timing guidance due to current market conditions and cyclicality of some of these stocks.
Trying to avoid horrible hindsight commentry: that was OBVIOUSLY a poor time to make that change....
I have taken the decision to exit ENB, LIF, NTR and TCL.A and to increase holdings in AQN, NPI, PMO205, XTR.
I know timing will never be perfect, but just looking for some timing guidance due to current market conditions and cyclicality of some of these stocks.
Trying to avoid horrible hindsight commentry: that was OBVIOUSLY a poor time to make that change....
Q: Considering the continuous drop of share price lately,I sold all my positions today since it is not a large cap , and could be " not so safe" for long term for a dividend investor... what is the cause of the drop ,any comment on this move? Regards JY
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AT&T Inc. (T)
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Toronto-Dominion Bank (The) (TD)
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Canadian National Railway Company (CNR)
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BCE Inc. (BCE)
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Enbridge Inc. (ENB)
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Great-West Lifeco Inc. (GWO)
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Sun Life Financial Inc. (SLF)
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TELUS Corporation (T)
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Power Corporation of Canada Subordinate Voting Shares (POW)
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Fortis Inc. (FTS)
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Pembina Pipeline Corporation (PPL)
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Canadian Utilities Limited Class A Non-Voting Shares (CU)
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Algonquin Power & Utilities Corp. (AQN)
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Lundin Mining Corporation (LUN)
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Labrador Iron Ore Royalty Corporation (LIF)
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Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
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Magna International Inc. (MG)
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Acadian Timber Corp. (ADN)
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Dividend 15 Split Corp. Class A Shares (DFN)
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Life & Banc Split Corp. Class A Shares (LBS)
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Hyatt Hotels Corporation Class A (H)
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E Split Corp. Class A Shares (ENS)
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ReNew Energy Global plc (RNW)
Q: This is my selection of stocks for steady revenue (and secondarily potential growth) .Since a serious economic crisis is not excluded in my opinion ,I now plan to : 1) only keep Cies at low risk to become out of business and that should maintain dividends, based on their history and financial strength , and to : 2) sell the other stocks to buy ETF instead..
Wich stocks can be "relatively safely" kept at long term for this purpose ?
Wich stocks can be "relatively safely" kept at long term for this purpose ?
Q: Could you please comment on their earnings today. Thx