Q: Hello 5i friends - Thought this might be a good holding for using Canadian dollars to invest in semi's valued in US dollars as a portfolio currency diversifier. The subscription is small at this time but this is a new ETF. First, do you like the holdings and their weightings, would you expect this ETF to attract investment over the next year or so in order to satisfy your standards for a sufficient level of investment, do you have any comment regarding the MER and finally other than the low current investment level do you have any cautions to offer. Many thanks for your input. Ken
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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: Your thoughts on SPGI
Q: Endo Pharma tanked on Friday (down one-third) after announcing the hiring of a Restructuring Advisor. Do you think they will survive?
Of course, this revives the "will Knight ger Paladin" question.
I have always thought Endo would never sell to Knight because they would be embarrassed after paying so much for the company to Goodman and Co...
I guess it's now if ever...
Of course, this revives the "will Knight ger Paladin" question.
I have always thought Endo would never sell to Knight because they would be embarrassed after paying so much for the company to Goodman and Co...
I guess it's now if ever...
Q: Good morning,
Looking for your opinion post last earnings announcement- would you buy on this recent pullback?
Thank you,
Brad
Looking for your opinion post last earnings announcement- would you buy on this recent pullback?
Thank you,
Brad
Q: Presently have a 2% position in WELL. Your thoughts on trading for ECN for growth. No taxes payable with this transaction.
Thanks. Peter
Thanks. Peter
Q: Hi, we have a small <1% holding in Well Health. Stock does not seem to gain traction over $7-$8 level, despite great news time to time, over past 2 years. I know, you have a lot of conviction in the company, based on the CEO's past record. Even the last news of their majority share holder and HK business tycoon, snapping company's shares @ $9.50, during a private placement. My question is that is the stock worth holding due to its growth potential ( despite not so impressive price movement ) and if so, do you believe, it could reach $9-$10 in next 1-2 years. Or, we should be patient, expecting a buyer, at some point in the future.
Thank You
Thank You
Q: Can you please comment on the latest quarter.
Thanks.
Thanks.
Q: Hi 5i Team
I see your Balanced, Growth and Income Funds annualised return since inception are 16.6%, 11.8% and 6.8%, respectively.
If one was to have a portfolio of a mix of these Co’s - banks, utilities and then Co’s like WSP, TFII, etc…..modelling out future returns what annual return would you use?
16.6% is obviously too high and 6.8% a bit low….is using 8% realistic?
Thx
Cam
I see your Balanced, Growth and Income Funds annualised return since inception are 16.6%, 11.8% and 6.8%, respectively.
If one was to have a portfolio of a mix of these Co’s - banks, utilities and then Co’s like WSP, TFII, etc…..modelling out future returns what annual return would you use?
16.6% is obviously too high and 6.8% a bit low….is using 8% realistic?
Thx
Cam
Q: Both AMD(acquirer) & XLNX(acquiree) have great results on July 26 & 27 prompting them sharply to New Highs.Then Biden's antitrust crackdown on Aug 5 hit both hard.Also tensions between USA & China. China can thwart mergers of U S companies if they have significant presence in China. In view of foregoing,is it ok for me to buy AMD?.The merger is expected by year end & is reportedly a good marriage & will result in taking data centre business from INTC. Txs for u usual great services & views
Q: I initiated a half position in NVDA recently when it dipped below $200. I know you really like it. I see that the US is asking Taiwain to help with chip shortage and the last 3 months TSM has lost ground. Two questions: Between the two which would recommend to add/start a half position for 1. Short term and 2. long term? Thanks again.
Q: I am looking at increasing my real estate exposure. What are your thoughts on this company? What are your top suggestions in the real estate sector?
Q: Sonos has pulled back from the surge after the Google patent news win. What are your thoughts at these prices and can you also comment on insider activity? Thanks.
Q: Lots of questions about this one.
One argument I've heard for why the stock isn't up on the dividend news is that the dividend isn't tax efficient for US holders, who evidently own about 40% of ECN float. That coupled with the embedded gains and worry about taxes increasing has them selling now, and the CDN demand for those shares being sold isn't enough to push the stock price higher.
If this is true, it may limit the near term opportunities even after the dividend if Americans feel burned that they didn't get a good deal out of a great deal made by ECN.
That all said, I've added to my already large position due largely to management and they're proven abilities.
My 2 cents, curious what you think.
Cam
One argument I've heard for why the stock isn't up on the dividend news is that the dividend isn't tax efficient for US holders, who evidently own about 40% of ECN float. That coupled with the embedded gains and worry about taxes increasing has them selling now, and the CDN demand for those shares being sold isn't enough to push the stock price higher.
If this is true, it may limit the near term opportunities even after the dividend if Americans feel burned that they didn't get a good deal out of a great deal made by ECN.
That all said, I've added to my already large position due largely to management and they're proven abilities.
My 2 cents, curious what you think.
Cam
Q: Have followed this stock for years and never owned it I saw the G& Mail article on the recent executive change. Do you expect this event significant enough to purchase the stock, thinking that the pace of acquisitions will pick up ? Thanks Derek
Q: Hello 5i extraordinaries!
I am down 30% on APPS and while I realize August has been hard on growth performers should I be concerned? Do you know of any material reasons why? Are you still bullish on it?
Many thanks for helping us all sleep at night!
I am down 30% on APPS and while I realize August has been hard on growth performers should I be concerned? Do you know of any material reasons why? Are you still bullish on it?
Many thanks for helping us all sleep at night!
Q: Hi 5i,
Would you sell DND for ECN today for a 1 - 2 year hold?
Would you sell DND for ECN today for a 1 - 2 year hold?
Q: Hello 5i, Could you comment on when the takeover of score by Penn State will occur. Also as I own The Score what do you think would be the best option - Sell now or take the shares in Penn State. Also do you think there could be a competing bid?
Q: There is an in depth article on Knight, Samira Sakhia and Jonathan Goodman in yesterday's Globe and Mail. Would you post it for me? Not sure how:).
Very important info for Knight faithful (like me!).
Very important info for Knight faithful (like me!).
Q: With the London Stock exchange essentially being flat for the last 20 years is there a good global equity fund that could capitalize on he underpermorance.I am thinking Maw120 or RBF 1370. Thx
Q: Seems to be getting sold off ,despite decent results and guidance.Is this sector weakness and a buying opt to add?