Q: One of my biggest investing regrets over the last 5 years has been repeated trimming of CLS and NVDA. Nothing I bought with the proceeds did nearly as well as those stocks. Hindsight is 20/20 of course. Now I'm wondering how long to let NBIS run before trimming. What is your opinion on letting NBIS run into this new momentum?
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: What portion of BIP's assets are in renewables? Does the situation with the price of oil potentially remaining higher than historically make BEP.UN more attractive than previously.
Q: Hi 5i Team,
Are there any company-specific issues to account for yesterday's 4.28% decline in the share price of QBR.B, and the larger 6.87% decline for Telus?
A 5i member recently expressed his frustration with Telus, a view that I share.
I own both of these stocks, and have been pleased with the performance of QBR.B. With Telus, not so much!
To maintain the same weighting in the sector, I plan to sell Telus, and use the proceeds to buy more QBR.B. Your thoughts?
Thanks as always for the guidance.
Are there any company-specific issues to account for yesterday's 4.28% decline in the share price of QBR.B, and the larger 6.87% decline for Telus?
A 5i member recently expressed his frustration with Telus, a view that I share.
I own both of these stocks, and have been pleased with the performance of QBR.B. With Telus, not so much!
To maintain the same weighting in the sector, I plan to sell Telus, and use the proceeds to buy more QBR.B. Your thoughts?
Thanks as always for the guidance.
Q: Your thoughts on CRCL please.Do you like this company/space and would you be a buyer today?
Thank you
Thank you
Q: I am in the process of creating a Shopify store. I am a novice tech guy. I am amazed at how efficient and helpful their AI component is. I’ve don’t own Shopify stock right now but after working with the product I am impressed. What is the 3-5 year outlook for this stock and is now a good time to buy?
Q: What are you thoughts on the direction of the economies in Canada and the U.S.,inflation or recession?
What sectors would do well for each scenario/
What sectors would do well for each scenario/
Q: Thank-you for your response to my questions on MOS. I had asked what the best metric for evaluating this company but did not see that info in your answer (sorry, I probably asked a lot in that question). It appears you don't favour this stock, but I would still be interested in knowing what the best metric would be. As always, thanks for your wise advice.
-
Royal Bank of Canada (RY $252.50)
-
Toronto-Dominion Bank (The) (TD $148.30)
-
Bank of Nova Scotia (The) (BNS $106.16)
-
Manulife Financial Corporation (MFC $51.72)
-
Sun Life Financial Inc. (SLF $99.03)
-
State Street Financial Select Sector SPDR ETF (XLF $51.10)
-
Brookfield Corporation Class A Limited Voting Shares (BN $62.68)
-
Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $65.98)
Q: Hello,
I wish to reduce my number of holdings in my financial sector. Feeling what I have has some overlapping. Which 2 or more of my lists would you recommend to trim? I do plan to hold the rest for growth and stability for more than 5 years.
Many thanks,
Roger
I wish to reduce my number of holdings in my financial sector. Feeling what I have has some overlapping. Which 2 or more of my lists would you recommend to trim? I do plan to hold the rest for growth and stability for more than 5 years.
Many thanks,
Roger
-
Hemisphere Energy Corporation (HME $2.99)
-
Cenovus Energy Inc. (CVE $42.41)
-
Whitecap Resources Inc. (WCP $16.74)
-
Athabasca Oil Corporation (ATH $12.41)
Q: How much have each of these names hedged their forward sales and how common is it in the patch? What is the most hedged Canadian name and the least? If unhedged how much in terms of EPS % gain generally can be expected if oil remains at $100 or even $80 for the remainder of this year?
Q: VET continues to benefit from sector tailwinds at the moment. An obvious statement. However, within the business itself do you see the right strategy and execution happening? Is this a strong potential long term hold?
-
Canadian Natural Resources Limited (CNQ $66.08)
-
ARC Resources Ltd. (ARX $31.09)
-
Tourmaline Oil Corp. (TOU $67.50)
-
Expand Energy Corporation (EXE $96.69)
Q: I took position simultaneously in those 2 stocks a few months ago for : 1) diversification in the energy sector 2) future potential vs IA .I am surprised that EXE is lagging so much ( - 13%) compared to ARX ( +5%), considering that : it is a larger Cie, closer to terminals , number 1 producer in the USA , etc...your general feedback,and your point of view vs long term safe investments shall be very appreciated .. J-Y
-
Commvault Systems Inc. (CVLT $103.90)
-
Genius Sports Limited (GENI $4.24)
-
Cellebrite DI Ltd. (CLBT $12.98)
Q: Hello,
1)Have the fundamentals and future prospects for these companies improved or declined in the past 12 mos?
2)Does any look interesting at current levels?
Love the service and always look forward to reading your insights.
1)Have the fundamentals and future prospects for these companies improved or declined in the past 12 mos?
2)Does any look interesting at current levels?
Love the service and always look forward to reading your insights.
Q: Good morning 5i Team
I own Amazon, Google and Nvidia of about 6 % combined.Would you recommend adding Micron to the list or just add to the existing list above. I am concern that Micron had a very big move up in the last year.What are your thoughts?
Thank you
I own Amazon, Google and Nvidia of about 6 % combined.Would you recommend adding Micron to the list or just add to the existing list above. I am concern that Micron had a very big move up in the last year.What are your thoughts?
Thank you
Q: Gold and silver have had a large runup over the past year but have been trending down recently. With all of the geopolitical events we are currently dealing with do you think this is a temporary pullback or do you think the gold/silver run is over?
Thanks as always for your insight.
Paula
Thanks as always for your insight.
Paula
-
Brookfield Corporation Class A Limited Voting Shares (BN $62.68)
-
Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $65.98)
Q: I understand you like BN .It has been weak.Would you still hold this name or is the private credit sentiment likely to keep this space under pressure for some time?
-
Enbridge Inc. (ENB $76.13)
-
TC Energy Corporation (TRP $94.00)
-
Pembina Pipeline Corporation (PPL $67.35)
Q: If I decide to keep only one of the three stocks, could you please share which two you would recommend selling first and second? From my understanding, all three energy stocks have overlapping business characteristics.
Thank you very much,
Thank you very much,
Q: Just wanted your opinion on PRM.CA. It seems to have retained its value while paying an 8.5% div.
Q: Telus just reached 2007 price today ! loss on paper = 25% , at this level is it still very risky to keep this stock for 2yrs+ , is it a sell or hold ( or buy...) ?
-
Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $47.73)
-
Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $48.31)
Q: Can you suggest an ex-N.A. ETF that would be complementary to the above holdings, i.e. diversify in some meaningful way, or would I be better to just add to the above two? I appreciate any thoughts or ideas.
-
Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $47.73)
-
Vanguard Total International Stock (VXUS $83.11)
-
Vanguard FTSE All-World ex-US ETF (VEU $81.01)
-
iShares Core MSCI EAFE IMI Index ETF (XEF.U $35.91)
-
iShares Core MSCI All Country World ex Canada Index ETF (XAW.U $41.27)
-
iShares Core MSCI Total International Stock ETF (IXUS $93.39)
Q: I want to increase my exposure to Non North American ETFs. I have a lot of VXUS, VIU and VEU and would appreciate your advise on other ETFs (preferably US dollar and not Vanguard) that are ex North America.
Thanks. Peter
Thanks. Peter