Q: Can you rank the stocks best to worst in your opinion. These are the stock s that are in my healthcare sector which is 8% of my current portfolio. Would you add, swap or remove any of them? I am unsure of CRH. My portfolio holdings/thoughts are very similar to your BE Portfolio. Thank you
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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: Alex Ruus on BNN said CLL was too expensive, and he would maybe sell at this point. He's not the first I've heard saying it was very expensive. It seems to me that your position has always been that the top stocks deserve a premium, and I've never read you advise one be sold due to price. Is this a general philosophical belief? Ie., never sell a good stock even if it is overpriced?
Q: Good day 5i, question relates to Badger and the short position. Watched Badger in 2014, and missed the boat by not buying. Now with the Chicken Farmer and others extolling the (negative) virtues of BAD, wondering if it's time to watch again and to pull the buy trigger on another probable dip. So, can you tell me the % of float currently shorted (realize the farmer may have covered and moved on...) as it may give a possible direction.
Thanks as always
Thanks as always
Q: Can you give me a few names with the safest dividends and yielding over 3.5%? In evaluating dividend safety do you prefer to calculate the payout ratio vs earnings, operating cash flow or free cash flow? If FCF do you average CapEx over a few years or use depreciation as a proxy for stay in business CapEx?
Q: What do you think about IPO now? It was a top pick on BNN last month and it seems to be well capitalized now and have some potential. It is also selling for a cheap valuation when looking at book value. Buyable for speculative money here? Thanks
Q: Would you provide an update on Ceiba please.
Peter
Peter
Q: Hello 5i
When i look at the yield for both VE and ZDM in both Morningstar and in the ETF Newsletter i`m getting significantly different values . The ETF newsletter says Yield while in Morningstar it always gives the 12 month yield . Shouldn't`t the figures be the same ? Isen`t any stated yield generally refer to a 12 month time period ?
Thanks
Bill C.
When i look at the yield for both VE and ZDM in both Morningstar and in the ETF Newsletter i`m getting significantly different values . The ETF newsletter says Yield while in Morningstar it always gives the 12 month yield . Shouldn't`t the figures be the same ? Isen`t any stated yield generally refer to a 12 month time period ?
Thanks
Bill C.
Q: Please comment on TV results released today after close.Thanks for U normal great services & views.It has been weak lately.What are the catalysts for increase?
Q: Hi Peter and team,
I have a question about Anfield Gold Corp. What is the business model of the company. When do you think they will go into production to pour its first gold and silver deposits. Rick Rule is positive on the company because of one successful miner. In addition, he has a big position as he mention on BNN. Do you see it being taken out within the 3-5 years. What is the potential on this mine.
Thank you in advance.
Norwood
I have a question about Anfield Gold Corp. What is the business model of the company. When do you think they will go into production to pour its first gold and silver deposits. Rick Rule is positive on the company because of one successful miner. In addition, he has a big position as he mention on BNN. Do you see it being taken out within the 3-5 years. What is the potential on this mine.
Thank you in advance.
Norwood
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BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE)
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BMO MSCI EAFE Hedged to CAD Index ETF (ZDM)
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Vanguard FTSE Developed Europe All Cap Index ETF (VE)
Q: Hi 5i;
!`m wanting to diversify my Portfolio and have ETF investments that include Europe and Asia . !`m considering ZDM which has a 35% Asia component but of that 35% its mostly Japan . So if one is expecting Japans economy to do well then this could be good but other wise the Asia component is in itself not very diversified throughout the rest of Asia .
That being said is Japan a good place to invest in over the next couple years or am i best to go with VE or ZWE for Europe exposure and VEE for Asia exposure separately ?
Thanks
Bill C
!`m wanting to diversify my Portfolio and have ETF investments that include Europe and Asia . !`m considering ZDM which has a 35% Asia component but of that 35% its mostly Japan . So if one is expecting Japans economy to do well then this could be good but other wise the Asia component is in itself not very diversified throughout the rest of Asia .
That being said is Japan a good place to invest in over the next couple years or am i best to go with VE or ZWE for Europe exposure and VEE for Asia exposure separately ?
Thanks
Bill C
Q: Hi guys,
What is your opinion on this company. Is it a buy at this time?
Thanks
What is your opinion on this company. Is it a buy at this time?
Thanks
Q: Can you rank the stocks best to worst in your opinion. These are the stock s that are in my Consumer Defensive (Staples - Non Cyclical) sector which is 15% of my current portfolio. Would you add, swap or remove any of them? My portfolio holdings/thoughts are very similar to your BE Portfolio. Thank you - my portfolio is now cleaner and easier - sold the losers.
Q: Can I have your thought on HEO earnings and your thoughts moving forward form here? Thank-you.
Q: Would you be comfortable with TPK now?and is the dividend safe.
You mentioned before that it might be a takeover target...why do you think this?
Also with a new facility coming online is there so much extra demand for its product or is it gonna be overcapacity?
Would you prefer something else in the space?
You mentioned before that it might be a takeover target...why do you think this?
Also with a new facility coming online is there so much extra demand for its product or is it gonna be overcapacity?
Would you prefer something else in the space?
Q: CAn you comment on their earnings last week and long term picture?
Thanks
Thanks
Q: 5i ...was wondering if you could explain a little about a company being shorted. Once the stocks value has reached a certain level is the 'heat' then taken off that company or do they continue to hammer it with a 'told you so' attitude. I have made some money on EIF and enjoy the dividend but do not want to watch all evaporate. TY for explaining.
Q: Can you give me your thoughts on Trinity Industries? Some analysts love it others don't. There has been some insider movement as well that has since an increase in holdings. Three analysts have rated it with a sell, five have given a hold rating and two have assigned a buy rating to the company’s stock. The company has a consensus rating of “Hold” and a consensus target price of $26.50. I don't know what to think anymore!
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PRO Real Estate Investment Trust (PRV.UN)
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BTB Real Estate Investment Trust (BTB.UN)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
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Nexus Industrial REIT (NXR.UN)
Q: Team 5i, would you kindly rank these 4 REITs? I just turned 64 and now want to focus more on Dividends and Asset Protection as opposed to Growth. I like the High Yields. Are they safe? Any other suggestions are most welcome.
Thanks as always!
Thanks as always!
Q: Hi, I would like to know if you think Csh.un is fine to keep. Fortunately i'am up 37% so thinking of selling for the profit.
Could you tell me if Csh.un is fairly valued and has some more upside, or should I move on, and what to replace it with in the same sector. I also have Sia. And I do like the dividend.
Thank great work,Brad
Could you tell me if Csh.un is fairly valued and has some more upside, or should I move on, and what to replace it with in the same sector. I also have Sia. And I do like the dividend.
Thank great work,Brad
Q: biggest bang for the buck bns or td? tks pat