Q: hello 5i .. I have the following REITs (and % of my portfolio): BPY.un (1.5%), CAR.UN (3%), CHP.Un (2%), CRT.UN (1.5%), IIP.UN (1.7%), .. for a 60-yr-old dividend investor, does it make any sense to simply life by selling these and buying an ETF like XRE or VRE? ... or is the status quo the way to go? thanks!
Q: Hi Peter and 5i team,
We have some cash in our grandsons RESP. He is 6 yrs old. Having read your update today, we were wondering if People Corp would be a good fit as a new holding?
Thank you as always for your opinion
Q: What are your thoughts about the performance of this etf, 1/3 year? Thinking of selling a portion of it . What would be ( us) a teck company that has good momentum/ growth for 3 hold?
Thank you!
Q: Classic Warcraft came out and the new call of duty releasing in the fall along with Overwatch 2 and Diablo 4 possible release(s) in 2020 (one of them)....what are your thoughts on this company and possible resurrection! The stock really went down starting in Nov 2018....but I see in the past month the stock seems to be on the move and I see a few analysts recommendation to buy. Thoughts on buying and timeline?
Q: could you give me more details about how these debentures work?
with a price around 129 $, what is the current yield?
Are they trading is US or CAD ?
I understand that at the end of march of each year the company can announce that they redeem them in a 5 year period. Hypothetically, lets say I buy them today at 129$ and on March 31th 2020 they announce the will rebuy them (at par, so @100$ ) in march 2025. What would be the reaction of the market on the next day. Would the price slowly goes down on a 5 year period ?
What influence the debenture price ? (how CSU is going, interest rate, something else)?
I also have 5 % in my portfolio in CSU, if I had debentures up to 5 %, would you see that as a concentration risk ?
Would you have a few similar products to suggest in other quality companies ?
Q: Good morning
Artis is going thru the process of selling all its properties to wrap up its business. When the process is completed how are the funds distributed to shareholders and would you know what the net asset value of the stock might be when the sale is completed?
Thks
Marcel
Q: I see the value of that stock always going down. I would have thought that they would benefit from a lower yield like the REITs, but it doesn't seem to be the case. Could you give me your opinion on this stock and what could happen to it if the Fed continue to lower the yield? Should I continue to hold expecting an improvement or accept a big loss and sell it now?
Q: CBC News has an article this morning about insiders selling technology stocks. May be an explanation for some selling. Here is the link- https://www.cbc.ca/news/business/insider-selling-1.5269918?cmp=rss
Q: I thought FTG had a great quarter and great outlook but the stock has pulled back recently after the initial run up. What do you think of the company now and going forward. Thanks
Q: Hello, could I have your thoughts on the recent PAYS revenue guidance (didn't seem bad) and stock drop under $10 now.
Also just a thank you as I do read lots of negative comments on the board and people tend to cherry pick one big loss (TSGI, COV for recent ones). Anyways I wanted to add that you have liked/loved some awesome stocks that haven't gotten attention because they aren't Canadian or in your portfolio. Examples - AYX and TEAM, massive gains since these stocks were first in your Q&A and you had positive comments on questions.
Q: the other day, you mentioned PPL is a favourite in the mid-stream pipeline category, I understand PPL recently made an acquisition and most likely doing an equity issue as part of the finance. I'm think of taking a position in PPL as part on my income portfolio but am wondering if should just go ahead, or take a partial position or on the other hand, wait to see if there is such an equity issuance and then buy in the open market as there is generally a pull back in the stock price at that time......thanks for your insight.....tom