Q: China threatening rare earth retaliation. They provide 80% of U.S. needs.
Any N.A. companies that might get interesting?
Any N.A. companies that might get interesting?
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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 Team,
I would like your opinion on AirIQ as a speculative. It's had an impressive year growing sales and I presume reoccurring revenue to follow. It has high amount of ownership by Vecima Networks and Mosaic and is actually buying back it's shares rather than trying to promote them which I find odd for such a small company. Do you think it could be setting itself up to go private?
Many thanks for your service!
I would like your opinion on AirIQ as a speculative. It's had an impressive year growing sales and I presume reoccurring revenue to follow. It has high amount of ownership by Vecima Networks and Mosaic and is actually buying back it's shares rather than trying to promote them which I find odd for such a small company. Do you think it could be setting itself up to go private?
Many thanks for your service!
Q: Looking to lighten up on TRP and BCE and use the proceeds to purchase something of similar quality but perhaps more potential growth.Thinking to purchase BAM.What do you folks think and would you have other suggestions?Income and sector not an issue.Appreciate your input.
Q: Since announcement of acquisition of 28 bankrupt Solo liquor stores + inventory before market opened on 5/27,it has risen sharply ($5.32 on 5/26,currently $6.18-yes it is up 0.27 in this poor N.A.markets). Is it on a recovery path & time to buy some?Thanks for u usual great services & views
Q: Over the years I have seen statements like “Picking bank stocks is always tricky, as under performers tend to revert to the mean over time.” However banks like CM have been under-performers for well over a decade and BNS has been flat for over 5 years- yes you were paid dividends but that’s all. In the meantime TD has provided much higher returns. Isn’t it better to stick with your winners rather than wait for an under-performer to revert to the mean- with CM your time scale would be decades.
Steve
Steve
Q: I have invested $100,000 in BNS shares average price is $ 72.00. Would it make more sense to sell half and buy CM which is also down just as much in order to split the risk or would you recommend splitting the funds in all 5 big banks?
Thank you
Nick
Thank you
Nick
Q: Hi, could you please provide street estimates for Lightspeed . Thanks
Q: I have a big loss position in Covalon with more than 50% and I am losing patience on it. What would be the your 5 best recommended alternatives to recover this loss in the micro/small cap space in the next 2 years. Thanks
Q: COV: is there more to add after conference call?
TFII: is there any news? Seems to be getting hit hard today.
TFII: is there any news? Seems to be getting hit hard today.
Q: Anything to comment regarding the conference call?
Q: I am overweight in real estate and currently hold both HR.UN and BPY.UN. If I were to reduce my holdings, do you have a preference for holding one over the other (or go equal weight)?
With the current market volatility, would it be better to wait before rebalancing.
Your thoughts please.
Thanks for the great Service.
Stephen
With the current market volatility, would it be better to wait before rebalancing.
Your thoughts please.
Thanks for the great Service.
Stephen
Q: what is your take on the deals announced today, i think quite impressive, i own some, would you buy more. dave
Q: Are these companies still a hold or is it time to move on?
Q: Would you suggest trading GOOG for SHOP for a long term hold?
Q: TCN has been trading down since their strong Q1 result.
I would like to have your insight on the future of the company.
Is this a good stock to hold for long term?
I would like to have your insight on the future of the company.
Is this a good stock to hold for long term?
Q:
Please comment on BUS eps and sales yesterday
Please comment on BUS eps and sales yesterday
Q: Hello 5i,
Like many here, I have , according to the portfolio analytics program, far too much in Canadian and far too little in the rest of the world. I am trying to remedy this but I am finding reducing Canadian holdings a bit difficult. I know that you like to see each holding equaling five percent. Although, I guess you qualify this when you say that you are testing the waters on some stocks, then you go at about two and half percent.
I am wondering whether one might consider very similar companies, such as BNS and TD or CP and Cn, almost as one stock? That is, rather than hold five percent in each as maximum, hold 2.5 percent in each as maximum, allowing the two to equal five percent? thanks
Like many here, I have , according to the portfolio analytics program, far too much in Canadian and far too little in the rest of the world. I am trying to remedy this but I am finding reducing Canadian holdings a bit difficult. I know that you like to see each holding equaling five percent. Although, I guess you qualify this when you say that you are testing the waters on some stocks, then you go at about two and half percent.
I am wondering whether one might consider very similar companies, such as BNS and TD or CP and Cn, almost as one stock? That is, rather than hold five percent in each as maximum, hold 2.5 percent in each as maximum, allowing the two to equal five percent? thanks
Q: What likelihood is there for a competing at this point?
Q: Hi guys
I have held this for quite a while and while I have enjoyed collecting about a 6% dividend off my cost basis the preferred price has been falling lately after being up quite a bit at one point.
I am coming up to the end of a 5 year term so the interest rate will be set again by March 2010. ENB.PF.C currently provides an annual dividend of $1.10 and I am wondering given the current interest rates, if it reset today, would that payment go up or down?
This is my only preferred. My thoughts are maybe, if the payment is looking to be going down, then sooner, rather than later, I should sell this preferred and buy a dividend grower stock , like a Fortis, and get both a descent dividend, and some capital appreciation.
I bought the preferred with the idea of stability, but as you know in the last few years this has not been the case.
All the best
Stuart
I have held this for quite a while and while I have enjoyed collecting about a 6% dividend off my cost basis the preferred price has been falling lately after being up quite a bit at one point.
I am coming up to the end of a 5 year term so the interest rate will be set again by March 2010. ENB.PF.C currently provides an annual dividend of $1.10 and I am wondering given the current interest rates, if it reset today, would that payment go up or down?
This is my only preferred. My thoughts are maybe, if the payment is looking to be going down, then sooner, rather than later, I should sell this preferred and buy a dividend grower stock , like a Fortis, and get both a descent dividend, and some capital appreciation.
I bought the preferred with the idea of stability, but as you know in the last few years this has not been the case.
All the best
Stuart
Q: What are your thoughts on yesterday's earnings results. Revenue growth seemed quite strong, but the share price is dropping today after a brief rise.