Q: I own both KKR and BN. KKR stock price is appreciating significantly more than BN and all other stocks in the private equity realm, that I am aware of. Can a case be made to concentrate on KKR if one is not concerned about including BN to have Canadian exposure? Further, do you see any other financial stock with more pure growth potential relative to KKR?
Q: Hello 5i team,
I wanted to add to my WPM holding and was wondering if it is still ok to add at these levels?
For MG, it has taken a hit in the past year and wanted to initiate a position at this level, are you still comfortable with Magna or is there something more fundamental going on.
Q: What is happening with Granite REIT Stapled Units? The GRT.UN-C symbol that I used to see in my online account has been replaced by 854536-C*. Thank you
Q: Can you please give me your analysis of this company. I am thinking of adding a small portion to my portfolio. Would you consider this a good investment? Thank You.
Q: Hello Peter,
Is there a reason by First Solar is declining daily? Given investor activism and potential of Qualcomm showing interest, is Intel a good bet right now? Thanks very much
Q: We are planning to set up a separate investment account for our grandkids. Assume a 10 year hold. There are a few sectors we would want to overweight - 3 stocks, CAD or US, in Financials, Industrials, Technology and 1-2 stocks in the others. What would you look for and how would that translate into individual stock selections.
Q: Looking to invest additional US dollars into a high interest ETF. Currently invested in UCSH.U, but are there others ones I should be considering as better options.
Q: Comments on the TD penalty news today? To me it seemed expected their growth would be somewhat limited in the US, but in the surface it seems it could have been worse. Market seems to be overreacting a bit I think. Thoughts?
Q: Currently down 11%. Buy more hold or sell and move on. According to
most recent question you ranked it 3rd yet under your disclosure no affiliate of 5I has a stake in it. What am I missing? Thanks Larry
Q: Morning 5i, thanks for the continued great info; we own IMO and CNQ; what's your opinion for a smaller co to join this group; ie: WCP or TOU ? Is there another you like instead ? Besides the need for the resource the higher yields should attract capital with rates trending down. Thank you.
Q: Comparing NVO with LLY.
Are these companies similar? Morningstar describes NVO as Biotechnology and LLY as a Drug Manufacturer but they both have versions of the popular weight loss drugs that has caused their stock price to appreciate? Can you also help explain why NVO in the last +4 month is significantly lower than LLY?