Q: Are you still endorsing a switch from SLF to IFC in the balanced portfolio?
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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: Looking at growth of these 2 companies over the last year. PBH is falling while DOL has had steady growth. Would you suggest a switch or do you see a recovery for PBH? Thanks Steve
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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Stantec Inc. (STN)
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InterRent Real Estate Investment Trust (IIP.UN)
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Killam Apartment Real Estate Investment Trust (KMP.UN)
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North American Construction Group Ltd. (NOA)
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Taiga Building Products Ltd. (TBL)
Q: Which stocks will benefit with lots of new housing expected to be built and What other stocks will benefit from the budget?. Which stocks can possibly hurt.
Q: Assuming the CSGP offer to buy MTTR proceeds, would you see CSGP as a Hold or Sell for current owners of MTTR? Thanks
Q: Hi Everyone at 5I!
I am trying to figure out the step by step process of Norbert's Gambit. I have a TD WebBroker account both CAD and USD. I want to move CAD into USD. How do I proceed? It is probably very simple and I can't see the forest because of the trees.
Cheers,
Tamara
I am trying to figure out the step by step process of Norbert's Gambit. I have a TD WebBroker account both CAD and USD. I want to move CAD into USD. How do I proceed? It is probably very simple and I can't see the forest because of the trees.
Cheers,
Tamara
Q: Peter and Staff
Having rode too many up and back down well below my cost , I am troubled as are most with the behavior of this stock. I was not smart enough to get in at $30 and am not barely above water. Recommend to hold past earnings.......can I assume it is panic selling ahead of earnings?
Thanks for all you do
Dennis
Having rode too many up and back down well below my cost , I am troubled as are most with the behavior of this stock. I was not smart enough to get in at $30 and am not barely above water. Recommend to hold past earnings.......can I assume it is panic selling ahead of earnings?
Thanks for all you do
Dennis
Q: Hi 5i team!
I know companies outside the US/Canada are not your focus but what do you know about Miniso?
My kids and all of their friends love this retailer and I was curious if you could comment on the fundamentals and if you would be a buyer for some international exposure?
Would this be considered higher risk?
Thanks for all you do, your knowledge and service is so appreciated!!
I know companies outside the US/Canada are not your focus but what do you know about Miniso?
My kids and all of their friends love this retailer and I was curious if you could comment on the fundamentals and if you would be a buyer for some international exposure?
Would this be considered higher risk?
Thanks for all you do, your knowledge and service is so appreciated!!
Q: Hi team ,
PRL and HPS.a are selling off after their big run ups. Are either of them approaching buying opp levels yet ? Which one would you prefer adding to if so ? If you don’t consider them at buy levels yet , what prices for each would you suggest buying each ?
Thanks ,
Shane
PRL and HPS.a are selling off after their big run ups. Are either of them approaching buying opp levels yet ? Which one would you prefer adding to if so ? If you don’t consider them at buy levels yet , what prices for each would you suggest buying each ?
Thanks ,
Shane
Q: DFN traded over 600 thousand shares today and up 35 cents. It is not paying the 10 cents on the class a shares this month. Why would the stock go up and trade high volume?
Q: Regarding HSAV I would appreciate an explanation on what impact "premium to NAV or discount to NAV" should have on my decision on when to buy this ETF. It is currently showing "Premium/Discount to NAV" of 0.68. I would like to buy now but I am not sure if this is an ideal time.
Thank you.
Thank you.
Q: Are these companies worth buying on their pullbacks? Realize that they are not in your North American coverage but aren't they borderline monopolies in the global semiconductor industry and perhaps a lower risk way to play the boom in AI? Thinking of the picks and shovel companies during the gold rush.
Q: VEEV sold off with the departure of their CFO. Do investors have reason for concern? More generally, do you still feel this is a high quality technology holding?
Thanks.
Thanks.
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General Dynamics Corporation (GD)
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GE Aerospace (GE)
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Lockheed Martin Corporation (LMT)
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Northrop Grumman Corporation (NOC)
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Franco-Nevada Corporation (FNV)
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Tourmaline Oil Corp. (TOU)
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Barrick Mining Corporation (ABX)
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AeroVironment Inc. (AVAV)
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Texas Pacific Land Corporation (TPL)
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RTX Corporation (RTX)
Q: Can you recommend any stocks that would benefit if China invaded Taiwan? I was thinking along the line of military, resources, submarine, sea technology stocks, etc. But if you know of any other ones that would be great too. Thanks.
Helen
Helen
Q: I'd like your opinion on these two stocks in the renewables sector. Which one or both do you think is a preferred for a 5 year hold? Is there another company that may be positioned better for this sector? Thank you.
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Booking Holdings Inc. (BKNG)
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Constellation Software Inc. (CSU)
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Dollarama Inc. (DOL)
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TFI International Inc. (TFII)
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Alimentation Couche-Tard Inc. (ATD)
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Berkshire Hathaway Inc. (BRK.B)
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Lumine Group Inc. (LMN)
Q: Hi team,
In your replies to questions you sometimes refer to "sleep at night stocks". Those above were so qualified, among others.
I would very much appreciate if you could provide a good list of such stocks at this point, both Canadian and U.S., in order of potential growth in 5 years or less, with a short comment summarizing your present view on each.
Please use as many credits as you see fit.
Gratefully,
Jacques IDS
In your replies to questions you sometimes refer to "sleep at night stocks". Those above were so qualified, among others.
I would very much appreciate if you could provide a good list of such stocks at this point, both Canadian and U.S., in order of potential growth in 5 years or less, with a short comment summarizing your present view on each.
Please use as many credits as you see fit.
Gratefully,
Jacques IDS
Q: Hi Team,
What do you make of the AUM release yesterday? Seems like quite a drop - however - can you explain what exactly the "opportunistic" section entails? Is this meaning people withdrawling from their holdings?
What do you make of the AUM release yesterday? Seems like quite a drop - however - can you explain what exactly the "opportunistic" section entails? Is this meaning people withdrawling from their holdings?
Q: Do you prefer ATZ or CROX for consumer discretionary sector exposure?
Q: In deciding position weightings: when does it make sense to use “ Total Equity Portfolio Weight” vs. “Total Portfolio Weight”?
Thank you.
Thank you.
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Adobe Inc. (ADBE)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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Tractor Supply Company (TSCO)
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UnitedHealth Group Incorporated (DE) (UNH)
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Visa Inc. (V)
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Toronto-Dominion Bank (The) (TD)
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Bank of Nova Scotia (The) (BNS)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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Constellation Software Inc. (CSU)
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Dollarama Inc. (DOL)
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Intact Financial Corporation (IFC)
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TMX Group Limited (X)
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Thomson Reuters Corporation (TRI)
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Alimentation Couche-Tard Inc. (ATD)
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Hydro One Limited (H)
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Old Dominion Freight Line Inc. (ODFL)
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Berkshire Hathaway Inc. (BRK.B)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: What would be your top 10 “sleep at night” stocks for US and Canada?
Thanks
Thanks
Q: I am trying to determine the economic dynamics of bitcoin, specifically mining. Today’s G&M article on bitcoin states that with the halving and its the resultant effect , and the cap of 21 million coins , the rewards for mining will become smaller eventually approaching zero. Am I correct in this ? If miners get no reward then someday they will cease to mine. What would replace this I wonder. Economics 101 would show that a cap on anything skews the economic model and creates opportunities. I know GLXY does much more than mining . Still trying to figure this whole thing out. Thanks. Derek