Q: It's interesting to think about "special situations" that arise in such a volatile economy. Let's say that with increasing mortgage rates coming, the rate of foreclosures is almost certainly going to increase. What are businesses that will do well in this case? In USA or Canada? I saw on social media someone mention ASPS, but curious of your take on the thesis and companies that could do well.
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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 a rising interest rate environment - I always understood that insurance companies would do well since their liabilities would be discounted at a higher rate. However - I see that SLF is down 16% this year and MFC is down over 8%. Huh???
Q: I am considering selling Kinaxis in my TFSA and buying Descartes with the funds (I have significantly larger holdings of both companies in my investment accounts). Would you consider this a good investment decision?
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Loblaw Companies Limited (L)
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Saputo Inc. (SAP)
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North West Company Inc. (The) (NWC)
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Primo Water Corporation (PRMW)
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Premium Brands Holdings Corporation (PBH)
Q: What’s your outlook for SAP and is it good candidate for a defensive hold over the summer months.Maybe any other suggestions in the space…
Thanks.
Thanks.
Q: Would you recommend holding REIT's or insurance companies such as IFC in a rising rate environment?
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Bank of Nova Scotia (The) (BNS)
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Enbridge Inc. (ENB)
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Sun Life Financial Inc. (SLF)
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SmartCentres Real Estate Investment Trust (SRU.UN)
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Stella-Jones Inc. (SJ)
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Labrador Iron Ore Royalty Corporation (LIF)
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North West Company Inc. (The) (NWC)
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Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
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Magna International Inc. (MG)
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Open Text Corporation (OTEX)
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goeasy Ltd. (GSY)
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Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
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Exchange Income Corporation (EIF)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: Would like your suggestions of 7 value stocks that also have a history of increasing dividends for both a balance portfolio and an income portfolio ....primarily Canadian stocks or secondary US traded stocks.
and please take the number of credits necessary to complete this "task". ........thanks.....Tom
and please take the number of credits necessary to complete this "task". ........thanks.....Tom
Q: how would rank the above 3 companies and can you give a reason. dave
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Apple Inc. (AAPL)
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Amazon.com Inc. (AMZN)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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BMO S&P 500 Index ETF (ZSP)
Q: Dear 5i
If i have a sufficient amount of ZSP in my portfolio is there a need to buy AMZN , AAPL . MSFT and GOOG stock individually , within an RRSP account ?
Thanks
Bill C
If i have a sufficient amount of ZSP in my portfolio is there a need to buy AMZN , AAPL . MSFT and GOOG stock individually , within an RRSP account ?
Thanks
Bill C
Q: Hello - just curious on your thoughts on this company. Thanks.
Q: Hi Peter/Ryan I bought 500 shares of BIGG at 1.70 in my RRSP account back in Nov. of 2021, don't ask why, now at 34 is it time to bury this one.
Q: Hi,
I sold ATA and BYD for tax reasons as I was down on both. My original plan was to buy them back but we are now 30 days later and I'm hesitating as they are even lower. At this point, would you buy them back or look to other (better) opportunities. Would you be able to suggest same sector alternatives if I should look elsewhere?
Thanks
I sold ATA and BYD for tax reasons as I was down on both. My original plan was to buy them back but we are now 30 days later and I'm hesitating as they are even lower. At this point, would you buy them back or look to other (better) opportunities. Would you be able to suggest same sector alternatives if I should look elsewhere?
Thanks
Q: Hi 5i
With reference to Harpinders June 15 questions regarding "buy,sell hold or watch " ..It was not clear to me what 5i's advice was...would you mind clarifying..
Many thanks
jim
With reference to Harpinders June 15 questions regarding "buy,sell hold or watch " ..It was not clear to me what 5i's advice was...would you mind clarifying..
Many thanks
jim
Q: Based on your best guess, how high do you think Prime rate can go and at what level will the 5 yr Canadian bond yield stabilized?
If the 5 yr Canada bond yield was to increase above say 5%, would it trigger a much larger stock market correction? There was not many alternatives to the stock market over the last many years in view of the very low rates. It seems to be changing to fight inflation. I am curious of you general comments on this. Thank you!
If the 5 yr Canada bond yield was to increase above say 5%, would it trigger a much larger stock market correction? There was not many alternatives to the stock market over the last many years in view of the very low rates. It seems to be changing to fight inflation. I am curious of you general comments on this. Thank you!
Q: I sold NVDA to accrue a tax loss and I can now buy it back. You were extremely high on the company 12 - 18 months ago but you have been naming other semi-conductor companies lately - QCOM and AMD specifically when asked about the sector. Have you cooled on NVDA and should I just stay with my proxy, AMD, or I am splitting hairs here and would you be comfortable with returning to NVDA for the long term?
Appreciate your insight.
Paul F.
Appreciate your insight.
Paul F.
Q: As Cardinal has pulled back recently, would you recommend the stock or are there similar-sized producers you’d prefer? Thanks!
Q: In your answer to my previous question on SYZ you said that earnings are expected to decline in 2022 but grow at a faster rate in 2023 .... Can I assume that the Simply Wall Street link I referenced is incorrect in their claim that earnings will decline by 32.4% PER year for the next three years ? .... Which I would assume to be 2022, 2023, and 2024 ...... If this is true I'll likely avoid the stock so I want to verify it's accuracy ......
Q: Looks like the election in Columbia send PXT for a nosedive. Peter, do you think the 10% pullback represents a buying opportunity for this stock? Also, do you see the general pullback in energy shares as a buying opportunity?
Thanks for your great service.
David
Thanks for your great service.
David
Q: Hello 5i,
Could I get your future outlook on PXT given the recent election of a leftest government in Columbia. Market is very negative on the stock today (-10% as of writing).
Given that approx. 30% of Columbia's government revenues come from the taxation of Oil, I find it hard to believe that the new government would do anything to endanger it's revenue stream when it will be sorely need to pay for election promises made. I think the market is overreacting on this one.
Your thoughts would be appreciated.
Thank you.
Could I get your future outlook on PXT given the recent election of a leftest government in Columbia. Market is very negative on the stock today (-10% as of writing).
Given that approx. 30% of Columbia's government revenues come from the taxation of Oil, I find it hard to believe that the new government would do anything to endanger it's revenue stream when it will be sorely need to pay for election promises made. I think the market is overreacting on this one.
Your thoughts would be appreciated.
Thank you.
Q: Hello, your earlier answer to Howard regarding LUN has me concerned and thinking about selling and investing in a different minerals position. Can you suggest a different company, like maybe AEM, which has a better outlook? thanks
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Alphabet Inc. (GOOG)
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NVIDIA Corporation (NVDA)
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QUALCOMM Incorporated (QCOM)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Roku Inc. (ROKU)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Upstart Holdings Inc. (UPST)
Q: If you were planning to deploy some new money into a few growth-oriented names today, which names would end up on your shortlist? (CAN or US)