Q: Can you recommend a portfolio of 5 or less stocks where the only criteria was safety and income, what would they be? Thanks, Bill
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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: Which would you prefer and why?
Thanks for your service!
Thanks for your service!
Q: I have been trying to identify companies with a high dividend that have not bounced back to Pre Covid levels. Can you please provide me with 3 of your high conviction names.
Thank you
Thank you
Q: Analyst have down graded ICPT and fallen 50% or so. Could not find reason for down grade. Is it worth holding or is it a sell
Thankx
Thomas
Thankx
Thomas
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Alaris Equity Partners Income Trust (AD.UN)
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BRP Inc. Subordinate Voting Shares (DOO)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
Q: Granted that these companies differ in dividend (only with AD), size (DOO largest, AD smallest) and type of business (sports equipment, fashion products, and equity financing to private companies), how would you rank these four stocks for future growth runway today (highest to lowest) if sector was not a consideration? Thanks for your valued input!
Q: hello 5i Research team, BOS : I know you have been disappointed by this one. Could you comment on the “new valuation” of BOS since THE contract was announced? Is this new valuation only valide while THE contract is being worked-on and that there is a higher level of hope that more contracts will follow due to COVID? How optimistic are you about additional such sizeable follow-up contracts from the US government or other foreign governments, especially since last year’s merger? Are the cash flows generated by THE contract enough to reduce significantly the debt level to induce higher multiples? What maximum weight would you give it in a diversified portfolio? What other Canadian companies offer a similar risk/return profil? Thank you for your collaboration, Eric
Q: Hi 5i Team,
Do you have any thoughts about Curtiss-Wright? Seem like good end markets, valuation, not too much debt, free cash flow generation, share count is steady, etc.
I appreciate that you don’t follow them but looking for an alternative to RTX and the like.
Derek
Do you have any thoughts about Curtiss-Wright? Seem like good end markets, valuation, not too much debt, free cash flow generation, share count is steady, etc.
I appreciate that you don’t follow them but looking for an alternative to RTX and the like.
Derek
Q: I am using CPG as a proxy for VET.
Based on the recent Q&A, I assume you prefer VET over CPG going forward once the artificial loss window expires?
Reinstating the dividend should give it quite the pop. I'm guessing that it would be a priority for them, but not likely to happen anytime soon
Cheers.
Based on the recent Q&A, I assume you prefer VET over CPG going forward once the artificial loss window expires?
Reinstating the dividend should give it quite the pop. I'm guessing that it would be a priority for them, but not likely to happen anytime soon
Cheers.
Q: Please provide a list of Canadian companies whose return on equity is a constant 15% or more over the last 5 years.
Thank you
Thank you
Q: Hi folks
I would like to add a bit to my Industrials. What do you think about Old Dominion Freight at this juncture? I believe they have been around since 1934 ish. I am looking for a steady eddie with some growth.
Thank you for all the support you give us every day...
I would like to add a bit to my Industrials. What do you think about Old Dominion Freight at this juncture? I believe they have been around since 1934 ish. I am looking for a steady eddie with some growth.
Thank you for all the support you give us every day...
Q: Hi Team
Argonaut Gold provided an update on 2002 guidance. Does this guidance look good?
The stock tanked on this news.
Would you be a buyer at this time?
Thanks
Ron
Argonaut Gold provided an update on 2002 guidance. Does this guidance look good?
The stock tanked on this news.
Would you be a buyer at this time?
Thanks
Ron
Q: I invested in QSR and TRI which to the best my know is with out a deposit receipt but that something for another day). I hold these in a balance portfolio. Now I see QSR is in the 5IR Income Portfolio. With that, would 5IR hold TRI in a balance or income portfolio?.
The reason I ask this as the weighting of these positions would be different in a balance portfolio than in the income one.
........curious me....Tom
The reason I ask this as the weighting of these positions would be different in a balance portfolio than in the income one.
........curious me....Tom
Q: CYRX seems to have found it's mojo the last few months. What was the catalyst and how far do you think it will go.
Thanks,
Ian
Thanks,
Ian
Q: Which distribution is safer: REI.UN or BPY.UN? and by how much, if you can quantify that?
Q: Hi,
After the announcement by GSY to start redeeming some of its debentures on June 29th, the stock seems to have been lagging the broader market. Hows does this news impact a stocks price and what effect does it have, if any?
Thanks
After the announcement by GSY to start redeeming some of its debentures on June 29th, the stock seems to have been lagging the broader market. Hows does this news impact a stocks price and what effect does it have, if any?
Thanks
Q: Good day guys:
I’m up about 40 percent with lightspeed and is now my highest weighing .. should I take abit off the table and buy more of well which is my second highest weight.. I am planning on holding these 2 for the long term and realize the volatility involved ..
thank u for expertise
Mark
I’m up about 40 percent with lightspeed and is now my highest weighing .. should I take abit off the table and buy more of well which is my second highest weight.. I am planning on holding these 2 for the long term and realize the volatility involved ..
thank u for expertise
Mark
Q: What do you think of this and Pimco Inv Grd Credit as "safe haven" investments?
Q: good entry point for the long term?
thanks
thanks
Q: The price of Stantec has improved significantly recently, finally moving above the high of ~ $37 hit way back in October of 2017.
What do you feel has changed? Also, do you think their prospects look better than 6 months ago? 'The markets' seem to like something!
I see their 3 year strategic plan is here:
https://www.stantec.com/en/news/2019/stantec-announces-three-year-strategic-plan
Thanks!
What do you feel has changed? Also, do you think their prospects look better than 6 months ago? 'The markets' seem to like something!
I see their 3 year strategic plan is here:
https://www.stantec.com/en/news/2019/stantec-announces-three-year-strategic-plan
Thanks!
Q: I am ashamed to ask a question about this company but i only just realized Bilzerian's company is public.
Do you have any knowledge on the stock?
Cheers.
Do you have any knowledge on the stock?
Cheers.