Q: Can you tell me does Canada have any listed companies that make components , modules or parts for hybrid / electric vehicles? Are any of them invest-able yet in your opinion? Thanks!
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
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 ranks these engineering companies based on current levels and why?
Q: Cheers 5i team, very glad to be a new subscriber.
Understanding that you cover quasi exclusively Canadian equities, my question pertains to FMX. I am looking for exposure to EM. What do you think of this company with exposure to Mexico, Latin America and the Philippines? Would you be a buyer? Also, what is the level of currency risk one would be undertaking with this stock. Feel free to name other preferences of yours in the EM space.
Thank you very much.
KR.
Understanding that you cover quasi exclusively Canadian equities, my question pertains to FMX. I am looking for exposure to EM. What do you think of this company with exposure to Mexico, Latin America and the Philippines? Would you be a buyer? Also, what is the level of currency risk one would be undertaking with this stock. Feel free to name other preferences of yours in the EM space.
Thank you very much.
KR.
Q: Could you recommend a source of accurate and up to date statistics of mutual fund flows? Also interested in ETF fund flows, especially leveraged ETFs.
Thank you.
Thank you.
Q: Your thoughts on Coca Cola would be appreciated.
Thanks so much.
Anne
Thanks so much.
Anne
Q: Hi 5i,
I'm 58 years old and recently transferred over my Mutual Fund RRSP's to a self directed RRSP. I now have a diversified portfolio except for fixed income - still have 50% in cash. I know I should have around 30% in bonds (fixed income) but having a difficult time justifying investing in bonds with such low interest rates. Can you explain to me if rates start going up won't the value of bonds go down? What bonds would you recommend CBO or CDV or.... Are there bond like equities that would be better at this time.
Question 2: If rates go up in the US will that effect Canadian Utilities, Telco's and interest sensitive stocks.
Thanks,
Luca
I'm 58 years old and recently transferred over my Mutual Fund RRSP's to a self directed RRSP. I now have a diversified portfolio except for fixed income - still have 50% in cash. I know I should have around 30% in bonds (fixed income) but having a difficult time justifying investing in bonds with such low interest rates. Can you explain to me if rates start going up won't the value of bonds go down? What bonds would you recommend CBO or CDV or.... Are there bond like equities that would be better at this time.
Question 2: If rates go up in the US will that effect Canadian Utilities, Telco's and interest sensitive stocks.
Thanks,
Luca
Q: Hello 5i team, Iam planning to convert a LIRA into a LIF in the coming months. I was thinking of using a fixed-payout strategy of just using the distribution's as income and staying within the LIF rules, using one or a combination of the following ETF'S = XTR,FIE,XEI,do you see any problem's here or can you suggest any other income vehicle or ETF'S
Thank's once again, James
Thank's once again, James
Q: I wonder about letting your winners run vs diversification. I recently donated half of my PBH(up 300%) to charity, and it still is 5% of my portfolio. Is this an appropriate way to balance those competing ideas? I read that you can't get a "10 bagger" if you keep selling your winners, and at least some pundits think it's 10 baggers that make a portfolio a success, but surely that unbalances the portfolio? confused.
Q: What are your thoughts on Hannon Armstrong Sustainable Infrastructure Capital (HASI)? It has a dividend over 5%, a recent earnings surprise, and nice price momentum. It also plays into the renewable energy trend. But more importantly, what do you think?
Q: A special divided of $0.45 was declared for September along with th regular dividend of $0.06. What's your opinion of this company and is it worth picking up prior to the x-date?
Q: Hi Gang,
What are the best strategies or tactics to follow ahead of earning announcements to safeguard against potential precipitous price drops given that stop orders will not necessarily work? As example the significant drops in AVO and CXR after the recent earnings announcements.
Thank you
Anthony
What are the best strategies or tactics to follow ahead of earning announcements to safeguard against potential precipitous price drops given that stop orders will not necessarily work? As example the significant drops in AVO and CXR after the recent earnings announcements.
Thank you
Anthony
Q: Would the possible strike by Unifor workers in Canada affect the stock price?
Q: Hi guys, does Fairfax 'crash' hedges get reflected in price (either due to fundamentals or sentiment) in your view? I know its only a portion of their vast holdings, but I always get nervous when FFH is up like today's 3% move. Do you also view the stock as a bet against the market short-term due to their hedge book?
-
Enercare Inc. (ECI)
-
Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
-
AirBoss of America Corp. (BOS)
-
Clearwater Seafoods Incorporated (CLR)
Q: I own TCL.A (2%) and am thinking of replacing it with either CLR, BOS or ECI. I already own 4% ECI and 3% CLR in my portfolio. What would be your suggestion.
Q: I am currently sitting with a 14% loss in this equity - would you continue to hold or would you sell.
Q: Peter and team:
I am down a lot on these two names. How do you see their recovery in the near term vs. oil stocks, assuming we see $60 oil in 2017?
I guess I am asking for your thoughts on selling these and getting in to something like RRX, SGE or WCP?
Thanks as always
Phil
I am down a lot on these two names. How do you see their recovery in the near term vs. oil stocks, assuming we see $60 oil in 2017?
I guess I am asking for your thoughts on selling these and getting in to something like RRX, SGE or WCP?
Thanks as always
Phil
Q: How do you decide whether to use a DRIP or not for companies in your portfolio? Do you base it on whether you need dividend income or not or is it more company specific? We can use SIS as an example since I own some shares and wondering if I should drip the 2% dividends or take the cash.
Thanks
Thanks
Q: Could you give me your opinion on Seaspan (SSW), and your assessment of risk involved with this name.
Q: What are your thoughts on Brinker International Inc (EAT).
I purchased this recently and it has a good run up in the short time I have owned it. Should I continue to hold. My concern is that revenue growth seems to be flat but earnings growth good. Usually this is unsustainable over the longer term.
Thank you for your service. I learned about Brinker (high ROE) from an earlier question posted on July 25.
Stephen
I purchased this recently and it has a good run up in the short time I have owned it. Should I continue to hold. My concern is that revenue growth seems to be flat but earnings growth good. Usually this is unsustainable over the longer term.
Thank you for your service. I learned about Brinker (high ROE) from an earlier question posted on July 25.
Stephen
Q: What is the best way to invest in GICS? $200,000 proceeds to be withdrawn over four years at $50,000 annually. So $50,000 in one, two, and three year terms. It looks like Oaken Financial offers the best rates in Alberta. Or is there a better alternative that provides the safety of a GIC?
Thanks,
Hal
Thanks,
Hal