Q: I'm finding it difficult finding American companies with the ability to grow their profits over the near future. (lots of noise out there - inflation, war, debt etc.). I would appreciate your opinion regarding the ability of Builders to award investors with above average returns over the next few years. Also, if you have better ideas in this sector I would invite your suggestions. Thank-you for your continued support of the little guy.
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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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Constellation Software Inc. (CSU)
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ATS Corporation (ATS)
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Kinaxis Inc. (KXS)
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goeasy Ltd. (GSY)
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Converge Technology Solutions Corp. (CTS)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
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Topicus.com Inc. (TOI)
Q: Hi,
Can you please suggest a few names outside of Oil & Gas which currently represent
Value or Growth.
Thanks,
Can you please suggest a few names outside of Oil & Gas which currently represent
Value or Growth.
Thanks,
Q: It would seem to me that this company has the ability to grow nicely over the near future. My ability to research the company is limited so I would appreciate your opinion regarding fundamentals of the company and a prediction of its ability to grow investors share of its profits. As always thanks for all you do.
Q: Good morning,
What’s driving the 8 % jump this morning??
Thanks
Dave
What’s driving the 8 % jump this morning??
Thanks
Dave
Q: I am becoming interested in bitcoin. I have not invested because I don’t really understand it. But I see a number of trust-worthy people getting very interested. It seems to be seen as an alternative and often a better alternative than holding gold. In your view what is the risk level of holding bitcoin at this point in its evolution? And can you suggest any educational material on the subject? Finally, what would you suggest for buying if someone is interested?
Thanks for the great service as always
Thanks for the great service as always
Q: With emphasis on EV in USA and Canada, would a small position in charging stations be a good way to invest in this trend? Look forward to your analysis of this company. Many thanks.
Q: Does VDY ,BNS, AQN, dividend paying stocks have enough growth to support the price, in view of rising rates.
Would you move away (sell) dividend paying stocks as per above.
Would you move away (sell) dividend paying stocks as per above.
Q: Good Day to 5I team: With banks trending down I am down about 7% but still with a 4% dividend.With VRIF my core retirement income holding also in a downward trend am down about 5% with a 4% dividend. Would you consider one or the other a sell for tax loss and. Investing proceeds in a 1 year gic at 2.45% to take shelter from what may or may not transpire into a resession and redeploy funds when markets look better? Which do you feel has a better chance of revovery?
Q: I have a well balanced RRSP and have cash to add one more 1/2 position, long timeframe. I have narrowed it down to the above 3 stocks.
Can you let me know which one you think is best to add and why?
Can you let me know which one you think is best to add and why?
Q: Given the rise in inflation and the current global environment, do you feel one should hold some gold in their portfolio? Would PHYS.CA fit the bill or do you have another suggestion.
Earl
Earl
Q: Hello 5i team,
In light of the upcoming 10:1 split, are you still recommending SHOP at these price levels? Do you still rate the company at A- if you were to do a report?
Thank You,
Andrew
In light of the upcoming 10:1 split, are you still recommending SHOP at these price levels? Do you still rate the company at A- if you were to do a report?
Thank You,
Andrew
Q: I have owned MFC for a number of years and over this period the shares have done absolutely nothing other than the dividend despite general markets that have been quite positive over this period. If that is how the shares performed in good markets what might happen if or when markets weaken. I suspect shares could tank as they’re does not to be a lot of ‘love’ for the company shares. Would appreciate your analysis. Should shares be sold or continue to be held? Could you pleases provide rationale for your position. Thanks.
Q: It appears that the environmental approvals are forthcoming to proceed with building this mine.
$185m in debt financing is in place and additional funds will come about from equity financing.
I suspect that the sp will trade sideways until the equity portion is finalized. Your thoughts about this suspicion please.
If you believe in the lassonde curve, is there significant upside with this company. Thank you
https://stockhouse.com/news/press-releases/2022/04/12/marathon-gold-provides-update-on-development-plans-for-the-valentine-gold
$185m in debt financing is in place and additional funds will come about from equity financing.
I suspect that the sp will trade sideways until the equity portion is finalized. Your thoughts about this suspicion please.
If you believe in the lassonde curve, is there significant upside with this company. Thank you
https://stockhouse.com/news/press-releases/2022/04/12/marathon-gold-provides-update-on-development-plans-for-the-valentine-gold
Q: Hello,
You responded to Derek and his question about TSU and BAM stating “ TSU was a 100% spin off from BAM.A. BAM does not own any shares and there is no formal relationship between the two. Essentially, TSU is too small for BAM and we would not expect something between the two.”
In fact, Partners Value (private investment holdco of BAM) is the majority shareholder of TSU with a weighting of 10%. Also, Q4 2016 Flatt stated that senior management intends to keep all of their shares. Now I’m 2020 they did sell 2.5 mm of shares.
You responded to Derek and his question about TSU and BAM stating “ TSU was a 100% spin off from BAM.A. BAM does not own any shares and there is no formal relationship between the two. Essentially, TSU is too small for BAM and we would not expect something between the two.”
In fact, Partners Value (private investment holdco of BAM) is the majority shareholder of TSU with a weighting of 10%. Also, Q4 2016 Flatt stated that senior management intends to keep all of their shares. Now I’m 2020 they did sell 2.5 mm of shares.
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Canadian Natural Resources Limited (CNQ)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: You mentioned in a response that generally people are shifting out of banks to move into energy and materials. Is it wrong to chase these areas which have already run so far? About a year and a half ago you had recommended BEP and I know you still like it. For a long term investor if you had to choose between BEP and CNQ which would you choose? To me BEP seems to represent more value as renewables have suffered but CNQ clearly has really good momentum. I have bought oil stocks before at all time highs and it never worked out too well. My issue is never knowing when to sell. Looking forward to your thoughts!
Q: over the past 5 years, I've noticed when QQQ takes a decent dip, it climbs hard after. Do you believe we have seen the worst of this dip? And if not, when would you feel comfortable entering?
Q: Hi,
Would you be reluctant to maintain more than $100K invested in a Canadian financial institution because of the cap on CDIC insurance?
I recently transferred a bunch of dough to Tangerine as its HISA is paying 2%.
I'm not concerned but should I be?
Thanks,
Robert
Would you be reluctant to maintain more than $100K invested in a Canadian financial institution because of the cap on CDIC insurance?
I recently transferred a bunch of dough to Tangerine as its HISA is paying 2%.
I'm not concerned but should I be?
Thanks,
Robert
Q: Hi, I read in the G&M that an analyst said that Inovalis’ AFFO payout ratio projected for 2022 was 170%. If so, does it have enough cash on hand to sustain the distribution? Thanks
Q: Q: Can you please shed some light on why the BIG drop in ABBV the last couple of days? Time to worry ?
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American Tower Corporation (REIT) (AMT)
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Realty Income Corporation (O)
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Prologis Inc. (PLD)
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Public Storage (PSA)
Q: Is Real Estate a good investment in an inflationary environment? I have Prologis, Public Storage and American Tower on my watchlist. Can you please rank them and provide any other suggestion you might have.