Q: I am looking to add an industrial stock to my portfolio and this one (Timken) looks interesting. Can I get your thoughts on it?
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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.
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FirstService Corporation (FSV)
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North West Company Inc. (The) (NWC)
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Exchange Income Corporation (EIF)
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Richelieu Hardware Ltd. (RCH)
Q: Best Canadian small cap dividend growers that have delivered shareholder value to date and have the potential continue to do so in the future. Your current opinion?
Thanks.
Thanks.
Q: Why would CTS announce 4th Q and year end 2022 preliminary results today (no time specified) and then release 4th Q results on March 16th before market opens?
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: In a recent response, you ranked from your Growth Portfolio: KXS, NVEI, TCS, CTS, DND, TIXT, STC. Where would LSPD and SHOP fit in this ranking? What are your current expectations for LSPD and SHOP and would you buy them here?
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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The Walt Disney Company (DIS)
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T-Mobile US Inc. (TMUS)
Q: What names in US$ are you recommending in the communications sector. Thanks.
Q: Which of these banks would you suggest and briefly why for an RRSP with a 10 year hold or is there another one you prefer
Q: What are your thoughts on GORO in light of today’s weakness? Do you see it recovering given enough time? How would you rate it as a silver play? Thanks.
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Sangoma Technologies Corporation (STC)
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Kinaxis Inc. (KXS)
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TECSYS Inc. (TCS)
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Converge Technology Solutions Corp. (CTS)
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Dye & Durham Limited (DND)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: Please rank the above technical sectorequities that are in your Growth Portfolio for best expected performance for the next five years. Please provide comments on the top three to support your ranking.
Q: Nano just received a grant from Sustainable Development Canada. How long will this finance Nano operations for? Is this a credible endorsement of Nano from Development Canada or simply spending their allotted budget?
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Meta Platforms Inc. (META)
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BRP Inc. Subordinate Voting Shares (DOO)
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Kinaxis Inc. (KXS)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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ECN Capital Corp. (ECN)
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Converge Technology Solutions Corp. (CTS)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: Looking at adding to the 1% or less 'toe in the water' holdings that are part of larger diversified portfolio . Anything here that you wouldn't add to or would delay adding to ? Or, any that you would sell ?
ATZ, CTS, DOO, ECN, KXS, NVEI, META
Thank you , as always.
ATZ, CTS, DOO, ECN, KXS, NVEI, META
Thank you , as always.
Q: What is your analysis on MSCI
Q: It seems that the BAM stock had a split on Dec 12 2022.
4 old BAM shares gave rise 1 BN share & 4 new BAM shares.
On Dec 9 ( a Friday), the Value of old BAM was us$43.15
On Dec 12 (the next Monday), BN was valued at US$33.64 and new BAM was valued at US$32.40.
So the 4 shares valued at us$172.60 before the split were worth US$163.24 after the split.
FYI, I am using avg prices as reported on Google Finance. It seems like a 5% drop on Day 1.
Questions:
1. Is my calculation correct?
2. are the prices of BAM and BN on Dec 12 2022 dependent on the Dec price on Dec 9 2022 or determined well in advance?
Thanks
4 old BAM shares gave rise 1 BN share & 4 new BAM shares.
On Dec 9 ( a Friday), the Value of old BAM was us$43.15
On Dec 12 (the next Monday), BN was valued at US$33.64 and new BAM was valued at US$32.40.
So the 4 shares valued at us$172.60 before the split were worth US$163.24 after the split.
FYI, I am using avg prices as reported on Google Finance. It seems like a 5% drop on Day 1.
Questions:
1. Is my calculation correct?
2. are the prices of BAM and BN on Dec 12 2022 dependent on the Dec price on Dec 9 2022 or determined well in advance?
Thanks
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VICI Properties Inc. (VICI)
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The Vivaldi Opportunities Fund (VAM)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: I want to invest US$5000 in either BN, BAM or VICI for some growth and decent dividend. Growth is more important. Which would you prefer today with a 2 year outlook
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Chevron Corporation (CVX)
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Devon Energy Corporation (DVN)
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Hess Corporation (HES)
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Exxon Mobil Corporation (XOM)
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The Energy Select Sector SPDR Fund (XLE)
Q: I am thinking of starting a position in an energy company. names that have my attention are Devon with its high dividend. Exxon I mentioned on CNBC a lot. An ETF ? Can you make some suggestions. I am Canadian and realize US dividends are taxed at 15 %.
Q: I am trying to insure broad diversity across our investments and we seem to be missing the small to medium cap categories. Would you consider this to be a good way to cover this area?
Q: I hold PKI with a 30% loss in my TFSA. Should I hold or sell to invest in something more promising (it would have no significant influence on overall diversification)?
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iShares 20+ Year Treasury Bond ETF (TLT)
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BMO Long-Term US Treasury Bond Index (Hedged Units) (ZTL.F)
Q: what % weighting would you feel appropriate for TLT in my balanced Portfolio. If rates start to fall hard in the next 2 years and TLT starts going up. What will happen to the dollar.
Will the U.S. dollar rise in comparison to the CDN dollar or Fall ?
I'm wondering if i should buy the hedged ETF ZTL.F instead of TLT
Thanks Gord
Will the U.S. dollar rise in comparison to the CDN dollar or Fall ?
I'm wondering if i should buy the hedged ETF ZTL.F instead of TLT
Thanks Gord
Q: These two ETF's appear to have the same holdings, but NXF.B seems to have better results. Would you recommend one over the other for income purposes?
Q: hello 5i:
In the health care sector, we own ABBV, MRK and WELL. I'm not impressed with the future growth profile for ABBV. Would a change to either AMGN or UNH make sense here? Why or why not?
thanks
Paul L
In the health care sector, we own ABBV, MRK and WELL. I'm not impressed with the future growth profile for ABBV. Would a change to either AMGN or UNH make sense here? Why or why not?
thanks
Paul L
Q: Hi,
Which of the three do you feel have the best opportunity for growth?
Does Muskrat Falls play into this as it comes on stream?
Appreciate your thoughts on this.
Regards,
GM
Which of the three do you feel have the best opportunity for growth?
Does Muskrat Falls play into this as it comes on stream?
Appreciate your thoughts on this.
Regards,
GM