Q: You mentioned in an earlier question that MBA was highly leveraged. Do you think it is reasonably leveraged compared to most REITs or a personal real estate portfolio? It seems to me that most of the debt is real estate related. Do you think this one is any more risky than owning leveraged real estate in general?
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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: Greetings 5i crew.
I would like to eventually add Lassonde and Waste Connections to my portfolio. If you could only add one today, for the long term, which would you select and why?
Thank you.
John
I would like to eventually add Lassonde and Waste Connections to my portfolio. If you could only add one today, for the long term, which would you select and why?
Thank you.
John
Q: Hoping for some education on economics here. In an answer to Terrance about portfolio weightings, you were suggesting 20% be allocated to Industrials and 5% to Materials. I would have thought Materials would have been higher in this scenario on the assumption that a strong industrial sector would boost raw material costs.
Is the reason for the suggested minimal Materials allocation because of your oft-stated concern that Material producers tend to be price takers and not price makers or is there an underlying economic reason where material costs are shown to lag production increases?
Appreciate your insight.
Paul F.
Is the reason for the suggested minimal Materials allocation because of your oft-stated concern that Material producers tend to be price takers and not price makers or is there an underlying economic reason where material costs are shown to lag production increases?
Appreciate your insight.
Paul F.
Q: Anything wrong with ICHR. Short interest keep going up. Are they still buying back shares? It is down 30% since June 1st.
Thanks,
Thanks,
Q: can you explain their results ,are the pension problems so bad that its time to sell. thanks
Q: What are your thoughts on todays development?
Q: At present, I do not have much exposure to Canadian industrial stocks in my portfolio. I am assuming the best way to achieve this would be via an etf. Accordingly, could you please suggest a few.
Thanks, David
Thanks, David
Q: Is it time to start a position on SJ at the offering price of $40.63? Txs for u usual great advices & services
Q: Hi Team,
I have small position (0.4%) on SW and down 17%.
Your thought on SW is highly appreciated !
Thanks as always,
Tak
I have small position (0.4%) on SW and down 17%.
Your thought on SW is highly appreciated !
Thanks as always,
Tak
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BMO S&P 500 Index ETF (ZSP.U)
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Vanguard U.S. Dividend Appreciation Index ETF (CAD-hedged) (VGH)
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Vanguard S&P 500 ETF (VOO)
Q: I've held this ETF for 2-1/2 years, its up about 40%. I purchased it initially as a US dollar holding not subject to US estate tax exposure. With Trump doubling the estate value amount before those taxes kick in, for now, thats no longer a concern. For future buys, is there a better US dollar ETF you'd recommend - lower MER and/or better growth, safety?
Q: Can you explain free cash flow with NWH.UN. What is the pay out ratio.
Q: comments on recent reports,, I see NGD has completely blown it's brains out on RR
Q: Can you please provide your analysis for copper and Capstone Mining, is this a buy based on future opportunity at this stage in business cycle.
Also, Intertape was recommended this morning, is this a buy with decent growth prospects? Thank you!
Also, Intertape was recommended this morning, is this a buy with decent growth prospects? Thank you!
Q: Good Morning any thoughts on SPOT earnings this morning?
Thank-you
Thank-you
Q: How much influence do the various market players have in manipulating a stock price? I see Facebook is down 20% pre-market but I question to what degree if any is this manipulated or is it a true reflection of the number of buyers and sellers? I've been burned once or twice selling on a drop only to see it rebound hard. After years of investing I'm more at peace with holding for the long term as for myself it's been a losing game in the short term trying to out game short term reactions.
Q: hello 5i:
last question asked on AR was January 29th, when you advised waiting 6-9 months to see if earnings would materialize as expected. Can you update your latest take on AR?
Paul L
last question asked on AR was January 29th, when you advised waiting 6-9 months to see if earnings would materialize as expected. Can you update your latest take on AR?
Paul L
Q: Stanley, Black & Decker has pulled back year to date after a good run last year. What are your thoughts on buying now for a long term hold?
Q: Comments please on MX's earnings/ outlook. Would you add to a 1/2 position here?
Thank you
Thank you
Q: We have $60,000 D.un in a RRSP which is about 3% of our total portfolio.
We would like to sell (yes?) and replace with two better income equities for the RRSP.
68 years old.
What do you recommend?
We would like to sell (yes?) and replace with two better income equities for the RRSP.
68 years old.
What do you recommend?
Q: Hi on july 18th you suggested to Gary IHI And XHE for medical device etf please explain and compare the two ,if you only have funds for one which would you chose thanks