Q: what is the present status of the capital gains inclusion rate for personal and corporate investment accounts?
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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: In light of Seema’s question today… “Please share your suggestions for 3 best index funds for TFSA as of today and non registered account for 5-10 yrs. What are your thoughts on CSU, GLY , SHOP to add as individual stocks. Thank you” …what do you think of keeping it simple and just contributing to XIT? XIT’s combined weightings of SHOP, CLS, & CSU is approx 70%, so this may be another reasonable way to invest in Canadian tech.
Q: Hi Team
I currently hold both ENB and FTS and I'm looking to add to one of them. Which one would you add to at this time, it will be for a long term hold (5+ years)
thanks
Paula
I currently hold both ENB and FTS and I'm looking to add to one of them. Which one would you add to at this time, it will be for a long term hold (5+ years)
thanks
Paula
Q: Why is Peyto on fire today? Earnings was a few days ago. Do you think it has much upside? I'm asking because I'm sitting on a nice gain, and wondering if I should take partial profits. Thanks.
Q: Greetings 5i, I know that you have answered several recent questions on Telus including the dividend sustainability. But given the drop today (Nov 18) of >5%, which appears to be due to the JP Morgan downgrade, can you please refresh your thesis? Is the market reaction overdone? How does the current situation with Telus compare to that of BCE in the months leading up to its dividend cut? Thank you.
Q: Dear Peter:
Given your long experience working with some giants like Sprott and running funds, given the current market conditions, do you think Fund managers will sell and lock in their profits for year end performance figures or buy into weaknesses for a better performance figure next few quarters? Won't their buying and selling behavior affect the volatility?
From whatever I read, it seems that year end performance bonuses are important for many in the industry!!
I am not asking to "time the market" but to withdraw money from my Registered account for living expenses:)
Given your long experience working with some giants like Sprott and running funds, given the current market conditions, do you think Fund managers will sell and lock in their profits for year end performance figures or buy into weaknesses for a better performance figure next few quarters? Won't their buying and selling behavior affect the volatility?
From whatever I read, it seems that year end performance bonuses are important for many in the industry!!
I am not asking to "time the market" but to withdraw money from my Registered account for living expenses:)
Q: After being beaten down for several weeks, Lumine and Topicus shares jumped, Today (Tuesday), by 15% and 7%, respectively. Volume was not huge, but price action appeared to be good.
Do you think that this could be a sign of year end tax loss selling abating ? What would confirm this thesis ?
In theory, should it also help Constellation Software stock regain some strength ?
Both LMN and TOI are still down over 50% from their highs, but at least, it looks like a positive sign, as long as it does not reverse course.
Thank You
Do you think that this could be a sign of year end tax loss selling abating ? What would confirm this thesis ?
In theory, should it also help Constellation Software stock regain some strength ?
Both LMN and TOI are still down over 50% from their highs, but at least, it looks like a positive sign, as long as it does not reverse course.
Thank You
Q: Top five picks for a Santa clause rally?
Q: Could you please give your thoughts on Klarna's recent quarter. How doers it stack up against Affirm and would either of these be attractive at current prices? Thanks.
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Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $59.44)
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Vanguard S&P 500 Index ETF (VFV $164.29)
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Invesco S&P 500 Momentum ETF (SPMO $115.84)
Q: What are your thoughts on the ETF SPMO? Would you see this as a reliable investment for a more growth forward investor during the long run? Would you combine this with a more stable dividend ETF to balance risk? Or would you prefer see someone invest in a Broad market ETF such as VFV. Thanks
Q: Down 30% hold or sell
Thank you for your guidance
Thank you for your guidance
Q: Is telus a buy under $19. Looking at a long term hold for the dividendsand some growth.
Q: Hello, I am looking for a reason to keep my ENGH holdings. It's trading at $19 ( and I paid $31 orignially).
Would a pullback in prices of the massive U.S. A.I. companies affect ENGH's price? I understand that investors are questioning the high valuations of companies like Nividia.
Could a pullback in the A.I. industry valuations create buying opportunities for ENGH?
I am hesistating to sell ENGH at this point because it is profitable, has a good balance sheet, and the dividend is still attractive. But, if management continues to stay on the sidelines for investing its cash for much longer, I am concerned that the stock price will continue to fall.
Would a pullback in prices of the massive U.S. A.I. companies affect ENGH's price? I understand that investors are questioning the high valuations of companies like Nividia.
Could a pullback in the A.I. industry valuations create buying opportunities for ENGH?
I am hesistating to sell ENGH at this point because it is profitable, has a good balance sheet, and the dividend is still attractive. But, if management continues to stay on the sidelines for investing its cash for much longer, I am concerned that the stock price will continue to fall.
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Alphabet Inc. (GOOG $284.96)
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Eli Lilly and Company (LLY $1,030.05)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.32)
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EnerSys (ENS $135.12)
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Brookfield Corporation Class A Limited Voting Shares (BN $60.68)
Q: What would be your top 5 picks for a minimum 5 year hold
Q: Which of these Nat gas cos would you prefer and why?
Q: Dear 5i team.
Please provide your assessment of Tou's Nov.5th earnings and outlook.
Don't see any Q's on it in the archives.
Please provide your assessment of Tou's Nov.5th earnings and outlook.
Don't see any Q's on it in the archives.
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Brookfield Corporation Class A Limited Voting Shares (BN $60.68)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $69.71)
Q: Can you comment on whether or not you feel there are currently issues in the Private Equity market today, and how it would (or perhaps would not) have any affect on BAM and / or BN's business. What is the biggest current concern that is negatively affecting stock price. I am trying to decide whether or not to take a position in one, or both.
Q: Could I have your read on the results for SGML please and would you please address the "middlings" as these appear to be a relevant issue.
Q: I read your August comment on Affirm trading at 42x PE.
I am looking to see the accuracy of Yahoo Finance consensus EPS $2.98 (2026) and $3.95 (2027).
Can you please share what EPS you see for each respective years.
Thank you
I am looking to see the accuracy of Yahoo Finance consensus EPS $2.98 (2026) and $3.95 (2027).
Can you please share what EPS you see for each respective years.
Thank you
Q: Telus back to 2014 valuations,wow ! Would a rational recommendation be a " hold" if oversold, a "sell" if at high risk ? any other suggestion + point of vue shall be appreciated ..