Q: So far I have not invested in any reits. What are your thoughts on dream global reit or would you suggest something else. This would be for a 5 year hold.
Thanks
Thanks
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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: How would you rate Okta vs. Team?
Thanks!
Thanks!
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AltaGas Ltd. (ALA)
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Alaris Equity Partners Income Trust (AD.UN)
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AutoCanada Inc. (ACQ)
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High Arctic Energy Services Inc. (HWO)
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American Hotel Income Properties REIT LP (HOT.UN)
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Cardinal Energy Ltd. (CJ)
Q: Hi,
thanks to 5i, my portfolio is fairly well diversified and overall doing quite well. The equities listed in this question are the ones I'm down on the most, some are near 25-50% losses. What general guidelines help determine whether to sell these 'losers' and move the remaining funds to other stocks or whether to continue to hold? Can you list each of these with a buy/sell/hold on a longer term (20 yr) view, these are all 1-5% each of the total portfolio. Deduct as many credits as needed since there are really two questions here.
thanks to 5i, my portfolio is fairly well diversified and overall doing quite well. The equities listed in this question are the ones I'm down on the most, some are near 25-50% losses. What general guidelines help determine whether to sell these 'losers' and move the remaining funds to other stocks or whether to continue to hold? Can you list each of these with a buy/sell/hold on a longer term (20 yr) view, these are all 1-5% each of the total portfolio. Deduct as many credits as needed since there are really two questions here.
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Fairfax India Holdings Corporation Subordinate Voting Shares (FIH.U)
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Helios Fairfax Partners Corp Com Sub Vtg (HFPC.U:CA)
Q: Hello 5i Team,
I was curious on your thoughts about Fairfax India and Africa Holdings and why are both these positions down significantly (below BV). I hold both a 5% position in my account and wondered if I should add a bit on the premise that the USD is near its all-time high as well as benefiting from tax-loss selling.
These appear to be well managed holding companies that are invested in the growth of emerging markets.
I appreciate your response and thank you for the great service you offer.
Massimo
I was curious on your thoughts about Fairfax India and Africa Holdings and why are both these positions down significantly (below BV). I hold both a 5% position in my account and wondered if I should add a bit on the premise that the USD is near its all-time high as well as benefiting from tax-loss selling.
These appear to be well managed holding companies that are invested in the growth of emerging markets.
I appreciate your response and thank you for the great service you offer.
Massimo
Q: Forest Stocks.. Why the bounce in the last few days RAK
Q: Did zcl report today? If so what we're the numbers and your thoughts going forward. Is that why it's down again today?
Q: Both had solid results today. Time to start building a position in both at these prices? Thx.
Q: Which looks the best to you ccl.b, transcontinental, tcl.a or intertape. itp ? Any others in packaging, labels etc.look good ? Any of these associated with Amazon ? RAK
Q: Peter could you please give me your opinion on this small company that has come up with a test to diagnosis early stage dementia. Sounds very interesting. Is it to early to put some money to work?
Thank you!
Thank you!
Q: Hi Peter, Ryan, and Team,
The last question about AIF was on August 8. We are down about $2700 on 572 shares in an otherwise balanced portfolio. What is your current opinion? Is it a sell or hold?
Thanks in advance for your assistance.
The last question about AIF was on August 8. We are down about $2700 on 572 shares in an otherwise balanced portfolio. What is your current opinion? Is it a sell or hold?
Thanks in advance for your assistance.
Q: markets seemed to like the numbers. does 5i have any additional comments Thx
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Park Lawn Corporation (PLC)
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Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A)
Q: During this pullback I have been adding what I think are high quality Canadian mid to large caps with decent growth profiles and pretty good balance sheets (CAE, TOY, GIB.a, WCN, KXS, X).
I'm thinking now of adding to my existing small cap positions starting with Park Lawn (PLC-ca) and Andrew Peller (ADW.a-ca). How would you view each company's debt levels and growth profile.
Thanks.
John
I'm thinking now of adding to my existing small cap positions starting with Park Lawn (PLC-ca) and Andrew Peller (ADW.a-ca). How would you view each company's debt levels and growth profile.
Thanks.
John
Q: I would appreciate your opinion on the quarterly results. Based on the market reaction, does seem very positive.
Q: The yield is curious. Where does the distribution come from? Not underlying dividends, and probably not from capital gains over the past year(?)
Q: Trading down 6% pre market. Would you add to today on the dip? Do you like the stock ?
Thanks
Thanks
Q: Hi,
What is your recommendation in terms of no of stocks should be held between US and CDN markets among all the sectors. For Canadian stocks I am focusing on about 22 stocks from the BE, INC and GRO Portfolios with heavy focus on FInancials, Energy, Utilities, Materials and also other sectors. For US stocks I am targeting for 20 - 25 stocks in Industrials, Healthcare,Tech,Con cyclical and Staples primarily large blue chips in growth and dividend income.
Appreciate your guidance as always.
Thanks
Ninad
What is your recommendation in terms of no of stocks should be held between US and CDN markets among all the sectors. For Canadian stocks I am focusing on about 22 stocks from the BE, INC and GRO Portfolios with heavy focus on FInancials, Energy, Utilities, Materials and also other sectors. For US stocks I am targeting for 20 - 25 stocks in Industrials, Healthcare,Tech,Con cyclical and Staples primarily large blue chips in growth and dividend income.
Appreciate your guidance as always.
Thanks
Ninad
Q: What are your thoughts on the plan to spin off into three separate companies (Dow, DuPont, Corteva Agriscience)? I have read that typically spin offs do well because they can command a higher multiple than the parent company. What do you make of this situation? Thanks.
Q: At current price ,P/E,yield,P/C,P/B for Vet.to what are your thoughts on purchasing it compared to Teck B
Q: why pki selling off, a bought more when it was down 5 for a brief second, earnings seemed fine. dave
Q: Market certainly seems to like the UEG acquisition. How does it look to you?