Q: Thinking of taking a position in SQ. Your thoughts on growth prospects from current levels for the next 24 months? Any other recommendations in the same space?
Q: I see that Mullen has just hiked their dividend 60%. Your last comments on this company indicated they were close to 100% payout. What's your opinion on this move, and why?
Q: Good morning, i have passed the CSC, The Canadian Securities Course for investors and have a decent understanding of Financial Ratios and statements, do you know how i could get a deeper understanding of the ratios, since the same ratio in one industry can mean something totally different in another industry. it seems to me that a thorough understanding of these can go a long way in making investment decisions, thanks?
Q: Please comment on Disney acquiring Fox.... I own a small position ... I don’t know if I should buy more , or sell . I presume this is a good move from a cash flow perspective. How manageable is their debt ?
Q: Good Morning. I am interested in investing in metals, particularly copper, cobalt, etc. that are used in EV. Would you please provide names of companies or etfs (Cad or US $$) that you would recommend for these materials and/or electric vehicle companies? Thank you. Cathy
Q: Wanted to get your views on GPS recent earnings? In addition ECN held a corporate update meeting and wondering if you have any comments after the meeting?
Q: Following up on CBL question, is it possible if they take it private, i could be taken out at the current price, leaving the shareholder, who bought at much higher price, with big losses?
Q: I would like to make an investment in the lithium space. Are there any particular companies you would recommend? Or would you suggest an ETF? (assuming there is one) Thank you for the great service and happy holidays!
Q: Happy Holidays 5i!!
If you were to pick one or two ETFs or two to four companies which are expected to be show very good growth in the USA in 2018 which would you choose. I am not concerned about sectors and I realize you don't follow US companies closely. I do, however, respect your overall knowledge and welcome your comments.
Thank you
Dave
Q: I purchased NWC to add to my consumer staples holdings thinking it should be a company that is "less impacted" by Amazon than other staples. Do you think my reasoning holds true and what do you think of the prospects for NWC in 2018 and beyond? As always I thank-you for your invaluable opinion.
Q: What is your recommended sector allocation within the Canadian Equity market and top pick within each segment today? (Discretionary, Staples, Energy, Financials, Health Care, Industrial, Tech, Materials, Communication, Utilities?)
Q: I own NBC7603 - Meritage International Equity Portfolio - which represents ~4.5% of my cash account. I am thinking of replacing it with MAW102 as the MER is lower ( 2.8% for NBC7603 vs 1.43% for MAW102). I would have a good capital gain which I could offset with a large contribution to my RRSP (I haven't made any contributions in a couple of years).
Instead would you suggest a Canadian ETF which would have a similar exposure and a lower MER such as XAW( World except Canada), VEE (emerging markets) or XEF (MSCI EAFE)?
Season's greetings to the 5i team !
Elaine