Q: I received an email from Paul Colbourne with regards to surge having 6 of the top 10 producing medium heavy oil wells in Canada and 14 year plus inventory in the Sparky.Your thoughts on this please and Surge in general please? Lots of insider selling of late doesn't look great.
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: I looked up prior inquiries on Kimbell Royalty Partners (KRP) and in your answeres you immediately pointed out that it is a limited partnerrship and therefore has onerous taxation for Canadian investors. I have done some reading on KRP and it appears that KRP has elected to pay corporate taxes and therefore it is NOT considered a MLP, but it is a LP. I know that you 5i guys are not tax experts but could you do a second search on your bloomberg terminal, or other resources that you have, to confirm how a Canadian investor would be taxed if they owned KRP. Other than the tax question what do you think of KRP? The dividend yield is close to 11 per cent, leverage is not that high, and with the increase in oil and gas prices the variable dividend could get a boost (at least while the commodity prices are elevated) and therefore it is of interest to me.
-
Constellation Software Inc. (CSU $2,440.46)
-
Celestica Inc. (CLS $408.00)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP $160.39)
-
iShares S&P/TSX Composite High Dividend Index ETF (XEI $36.85)
-
iShares S&P/TSX Capped Information Technology Index ETF (XIT $64.04)
-
Aritzia Inc. Subordinate Voting Shares (ATZ $112.06)
-
iShares Core MSCI Canadian Quality Dividend Index ETF (XDIV $39.87)
-
TD Global Technology Leaders Index ETF (TEC $48.63)
-
Brookfield Corporation Class A Limited Voting Shares (BN $56.12)
Q: Hello, the question is for listings only on the TSX
1: For a TFSA what would be your top 5 stocks to buy in order right now.
2: For a TFSA what would be your top 2 ETFs for growth and top 2 ETFs for dividends.
3: For a RRSP what would be your top 2 ETFs for growth and top 2 ETFs for dividends.
Thank you
1: For a TFSA what would be your top 5 stocks to buy in order right now.
2: For a TFSA what would be your top 2 ETFs for growth and top 2 ETFs for dividends.
3: For a RRSP what would be your top 2 ETFs for growth and top 2 ETFs for dividends.
Thank you
-
CGI Inc. Class A Subordinate Voting Shares (GIB.A $101.44)
-
Constellation Software Inc. (CSU $2,440.46)
-
Enghouse Systems Limited (ENGH $16.71)
-
goeasy Ltd. (GSY $34.30)
-
Vitalhub Corp. (VHI $6.88)
-
WELL Health Technologies Corp. (WELL $3.80)
-
Topicus.com Inc. (TOI $97.71)
-
Propel Holdings Inc. (PRL $18.24)
-
Lumine Group Inc. (LMN $22.72)
Q: Can you rank these top ten "losers" in terms of the most recommended to dollar cost average from 1 being the best opportunity to DCA to 10 being the least recommended to, thanks.
Q: The negatives I see for investing in MOS are:
- Operational and Production Issues
- Brazilian Credit Risks
- 2026 class-action lawsuit alleging price-fixing
- Surging sulfur input costs
Are any of these a major concern going forward to make you want to shy away from MOS as an investment?
Do you have any concern about balance sheet or free cash flow?
I see that P/S, P/C, and P/B are at the historic low end. What is actually the best metric for this company?
How would its rating compare to NTR? I'm guessing NTR would be rated roughly a "B" or "B+" ?
- Operational and Production Issues
- Brazilian Credit Risks
- 2026 class-action lawsuit alleging price-fixing
- Surging sulfur input costs
Are any of these a major concern going forward to make you want to shy away from MOS as an investment?
Do you have any concern about balance sheet or free cash flow?
I see that P/S, P/C, and P/B are at the historic low end. What is actually the best metric for this company?
How would its rating compare to NTR? I'm guessing NTR would be rated roughly a "B" or "B+" ?
Q: Current thoughts for a 1-2 year hold ? Is it benefiting from increased non-US trade ? Thank you.
-
BTB Real Estate Investment Trust (BTB.UN $3.81)
-
Brompton Lifeco Split Corp. Class A Shares (LCS $8.65)
Q: Current thoughts on each of these for income ? Thank you.
Q: Which one would you buy now or both.
AEM or AG
Please give me a short reason why
AEM or AG
Please give me a short reason why
-
iShares Core Equity ETF Portfolio (XEQT $40.28)
-
Avantis CIBC All-Equity Asset Allocation ETF (CAGE $20.61)
Q: Hello,
CAGE is a new ETF gaining quite a bit of popularity online.
For a long-term investor (20+ years until retirement, LIRA), would you recommend it over XEQT? I am thinking doing a 50/50 split between the two, but would like your advice. Details on it are pretty limited thus far.
Thanks.
CAGE is a new ETF gaining quite a bit of popularity online.
For a long-term investor (20+ years until retirement, LIRA), would you recommend it over XEQT? I am thinking doing a 50/50 split between the two, but would like your advice. Details on it are pretty limited thus far.
Thanks.
Q: With energy stocks such as WCP and CNQ benefiting from high oil prices what is there best strategy for deploying free cashflow? M & A opportunities are expensive given increase in share prices; buybacks are also questionable as their share values have risen. Debt levels are relatively low. Are dividend increases or special dividends the best use of deploying Capital ?
-
Canadian Natural Resources Limited (CNQ $68.73)
-
Cenovus Energy Inc. (CVE $38.18)
-
Athabasca Oil Corporation (ATH $11.16)
-
Baytex Energy Corp. (BTE $6.26)
Q: USA are reaching a peak of oil production and are net exporters , but will have to import are a certain point.. Is this US " peak" oil good news for canadian oil Cies for the coming years , and thanks for your point of vue for investing in canadian oil producers .
Q: I'm thinking of moving what little money I have left in GSY over to add to PRL.
Do you see more upside in GSY or PRL and why.
I think both will survive because the demand from the credit market they serve will
exist for the long run.
Any thoughts/advice will be greatly appreciated.
John
Do you see more upside in GSY or PRL and why.
I think both will survive because the demand from the credit market they serve will
exist for the long run.
Any thoughts/advice will be greatly appreciated.
John
Q: I would appreciate your assessment of Transcontinental's recent acquisition of Phipps Dickson Integria Group Inc. Company after post dividend payout appears to be serious in looking for new ventures.
Thanks 5i
Thanks 5i
-
iShares Core S&P 500 Index ETF (XUS $56.48)
-
Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $44.79)
-
Vanguard U.S. Total Market Index ETF (VUN $122.50)
Q: I’m looking to increase both US and international exposure in a TFSA account, which is focused on long term growth. Knowing you can't provide specific advice, I'm curious: In today's volatile market, is it wiser to slowly add to each investment or commit to a full position all at once?
-
BMO Covered Call Canadian Banks ETF (ZWB $25.60)
-
BMO Covered Call Utilities ETF (ZWU $12.12)
-
Hamilton Enhanced Canadian Covered Call ETF (HDIV $21.33)
-
Harvest Diversified Monthly Income ETF (HDIF $8.51)
Q: Looking to add etfs that pay monthly dividends. How would you rate this with best to worst and the risk.
-
Sangoma Technologies Corporation (STC $5.49)
-
Element Fleet Management Corp. (EFN $30.83)
-
Haivision Systems Inc. (HAI $7.45)
-
Tantalus Systems Holding Inc. (GRID $4.95)
-
Electrovaya Inc. (ELVA $10.66)
Q: Please give an update on STC
Is it a hold buy or sell
Thank you
Is it a hold buy or sell
Thank you
Q: Can you provide some context around who you include in the “The Best Stock Ideas”
section of your website?
section of your website?
-
BCE Inc. (BCE $33.75)
-
Capital Power Corporation (CPX $66.64)
-
Celestica Inc. (CLS $408.00)
-
Bird Construction Inc. (BDT $41.86)
-
HIVE Digital Technologies Ltd. (HIVE $2.62)
Q: The Canadian sovereign-computing initiative is meant to ensure that advanced computing power and sensitive data remain under Canadian legal control. Which companies will be obvious winners? Can you suggest entry prices ?
Q: Still hung up on sell or hold GSY. At 35$ I am down 70%. I know 5I always seems to suggest that not to redeploy cash from taking a loss as a means to make up for the loss.I do not quite get that. Could you explain .Regardless if I choose to sell do you think at today's price of 4.75$ that ZDC would provide more hope for me to recover or a better alternative .Much appreciated .Larry
Q: Good morning. The TSX Venture Exchange has approved the ABI request to implement a normal course issuer bid program, through which Abcourt may purchase, for cancellation, up to 80,000,000 of its common shares.
Is this normal practice at this stage of the companies development and growth?
What does this tell us about the company and what can a shareholder expect from this development moving forward?
Is this normal practice at this stage of the companies development and growth?
What does this tell us about the company and what can a shareholder expect from this development moving forward?