Q: TFII reports tomorrow. What do you expect the numbers to be? The stock has been sluggish since US carriers announced poor results. Do you see this continuing to affect TFII?
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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: Hi 5i
I've held EQB for quite a while now and I'm nicely ahead, in a registered account.
I wonder though if it's reaching its peak based on its fundamentals, or if it might still gain meaningfully if and when interest rates start to decline?
The dividend is relatively minor and if notable capital appreciation isn't reasonably in the cards, I don't know that it makes sense for me to hold on any longer.
Can you give me your opinion as to what the next year or two might hold for EQB, as and if rates decline.
Thanks 5i, much appreciated.
Peter
I've held EQB for quite a while now and I'm nicely ahead, in a registered account.
I wonder though if it's reaching its peak based on its fundamentals, or if it might still gain meaningfully if and when interest rates start to decline?
The dividend is relatively minor and if notable capital appreciation isn't reasonably in the cards, I don't know that it makes sense for me to hold on any longer.
Can you give me your opinion as to what the next year or two might hold for EQB, as and if rates decline.
Thanks 5i, much appreciated.
Peter
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TerraVest Industries Inc. (TVK)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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ADF Group Inc. Subordinate Voting Shares (DRX)
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Propel Holdings Inc. (PRL)
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Lumine Group Inc. (LMN)
Q: What is your latest idea that you think is as good as when you initially identified LMN? Thank you!
Q: Hello, I wanted to buy XBAL for half of my TFSA, but realized there was 15% in the TSX and I already have plenty of that in my cash account. Instead, I am thinking of having 60% in XAW, 25% in XBB and 15% in VGAB. Does this make sense? Thanks!
Q: I need to raise some funds and am looking at selling a position in DIR.UN. I have read the past questions and overall you are fairly positive about it, if one is patient. I probably will not be in this for the long term....though not your usual way to look at stocks, would you be able to do some technical analysis to get some idea whether this will bounce back from its recent downturn, at least a bit, in the next month or two?
Thanks much for your excellent service.
Thanks much for your excellent service.
Q: Hi 5i, I have some cash in a US RRSP account and would like to park it in a interest bearing investment for a few months. Your advice please.
Q: What do you think about BDT's prospects in the upcoming Canadian economic landscape?
Their shareholder material suggests they're exposed to renewable and green energy infrastructure projects, extractive sectors like mining (critical minerals), as well as the constant talk about needing to build more homes all seem like tailwinds. I also like the emphasis on health and safety of their workforce which suggests a healthy and mature management team.
From a financial POV they seem to tick a lot of boxes too. Good historical ROE growth, heathy debt levels, a healthy/diversified backlog, growing forward EPS, and approaching $1B in market cap.
What do you think about BDT's prospects?
What's the bear case for BDT?
Their shareholder material suggests they're exposed to renewable and green energy infrastructure projects, extractive sectors like mining (critical minerals), as well as the constant talk about needing to build more homes all seem like tailwinds. I also like the emphasis on health and safety of their workforce which suggests a healthy and mature management team.
From a financial POV they seem to tick a lot of boxes too. Good historical ROE growth, heathy debt levels, a healthy/diversified backlog, growing forward EPS, and approaching $1B in market cap.
What do you think about BDT's prospects?
What's the bear case for BDT?
Q: Hello, Nice call on VRT !!! Despite the last quarter's miss, stock continued to be strongly supported by 5i and now it blew past Earnings and Guidance !! So, now, do you expect a similar performance from CLS, after close Today ? If yes, at what levels, it would make sense to add to these two companies ? We have a 1% and 1.75% position in VRT and CLS, respectively. Thank You
Q: Would you consider FMC a buy today or give it more time to show better momentum or would you prefer NTR.
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Alphabet Inc. (GOOG)
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NVIDIA Corporation (NVDA)
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Eli Lilly and Company (LLY)
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Berkshire Hathaway Inc. (BRK.B)
Q: Would you please suggest 3 CAD or USD stocks to be held in a TFSA; long horizon 20+ years.
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Park Lawn Corporation (PLC)
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BRP Inc. Subordinate Voting Shares (DOO)
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Magna International Inc. (MG)
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Leon's Furniture Limited (LNF)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Boyd Group Services Inc. (BYD)
Q: We have a well-diversified Canadian portfolio (~30 holdings) focused slightly toward growth that is overweight in the Consumer Cyclical sector. Our current holdings, in approximately equal weights, are DOO, LNF, MG, BYD, PLC, ATZ. We are considering either reducing our holdings by one or a group trimming. Which would you prefer and why? For long term holds, how would you rate (1-10) these 6?
Q: Your updated thoughts on IGX. Would you consider it a Buy, Sell, or Hold? Thanks
Q: Do you like this stock? Would you buy it today? (It tends to yoyo a lot and has dropped or not seen a lot of momentum in the past few years.)
Q: BRK.B currently comprises 15% of my portfolio. Within the Portfolio Tracking and Analysis tool, it suggest that this a financial sector, and as such I am above the recommend allocation. However would not BRK be consider more diversified. Should I rebalance my portfolio away from Financials if this is to be considered?
Q: For a 3-5 years hold in a tfsa which one would be your choice today?
Looking only for growth.
Looking only for growth.
Q: Hello, what do you think the unit price of HSAV will do when the BoC starts cutting rates, maybe in June? Will the unit price drop AND climb more slowly from then on, or not really drop but grow a little slower to reflect the new rates? Thanks
Q: I have a 1% weight of AT&T in my portfolio at a 50% loss, held in a non-registered account. I am thinking of selling to take advantage of the tax loss.
Do you see much chance for recovery in the next 6 to 12 months for AT&T, or would you recommend the strategy of selling and seeking a recovery from a higher quality stock?
Thanks.
Do you see much chance for recovery in the next 6 to 12 months for AT&T, or would you recommend the strategy of selling and seeking a recovery from a higher quality stock?
Thanks.
Q: Your opinion please on Uber as a buy for 3-5 year hold interested in growth moderate risk ok
Thank you
Peter
Thank you
Peter
Q: Would you continue to hold or sell. If holding at what price would you sell at? I bought at $152
Q: Hello! I’ve heard about a new 100% capital-protected ETF called CPSM that is set to be listed on May 1st. Could you please share your insights on this?