Q: Good Day! Looking for your thoughts around these three aerospace companies. I'm very interested in added one of these to my investment portfolio in the near term.
Q: I own Suncor ,and am under water about 20%. I’m thinking of swapping it out for CNQ ? Which company has more upside potential for a 2 to 4 year horizon?
Thanks,
Philip
Q: Just a further comment to James' question and your answer regarding the Exelon purchase. This purchase left me scratching my head. I am a healthcare provider who works in the area where Exelon would be used. I don't see much Exelon used. As you indicated, it is a mature product. However, revenues have been declining over several years, at least according to Macrotrends (available at https://www.macrotrends.net/stocks/charts/EXC/exelon/revenue) so I don't know what rabbit GUD can pull out to wring increased revenues from this medication.
I read somewhere about trading eroding away at fees. I am a very long term investor and I tend to hold positions for a long time. I am currently with BMO Investorline and get charged $9.95 per trade. My question is adding to dividend stocks to increase my payouts in the portfolio.For example obviously you are not going to add to say BNS with a buy of only $100.00, the trade fees would be too much.
What would be the appropriate number be to add to positions? $500, $1000, $1500 or other keeping fees in mind to not take away all your profits? I always find this difficult to see if it is worth while or not.
Also I keep wishing BMO would lower their fees but hasn't happened yet.
Interested in your answer earlier this morning that you believe WELL at $5.75 is attractive and what you based that value on? This concerning to me as many questions have been asked of your team top picks as to where to deploy new money over the past months and WELL was more often than not included in the answer. At these points WELL was trading between $7-$9 range. So fundamentally, what has changed?
Q: i am being ask to sell BPY and have no choice. I have lots and need do something with money. I was looking for another REITS. I understand few if any will pay dividend of BPY. I do own little bit of etf zre. I have done with & like dividend monthly. I also own banks, utilities, pipelines, railroads plus few other REITS. I am looking for more dividends. I also own too many faangs. I just want to know your suggestions?
Q: Hi 5i Team - Could you please comment on Kneat, in particular its cash on hand, level of debt, insider ownership/buying or selling, revenue growth and any other metrics that might make it a good growth stock over the next 2 to 5 years. Thanks.
Q: AEM just bought on 23rd and no sooner bought than it started to drop off. I researched a bit further and seen a couple of days ago, there was a target cut by Bay Street HTTP. Not concerned but should have researched before I bought. Over the last few days I added to STC and ROQU and took a new position in CRNC. They do not seem to be participating in this 5 day rally. Any recent negative news on any of these securities? Awaiting your good advice. Thanks,
Q: Would XHY be a suitable bond ETF in the current environment? The yield looks quite attractive, near 5%. If not, is there another bond ETF you would recommend?
Thanks
Q: Thanks for your great services. Earlier during Covid, I put in an order for well at $4.20, but only 10% of the order was filled. I've watched my tiny position do well over the last 6 months - wishing I had a larger position, LOL. I guess it's anyone's guess how low the stock could go - perhaps you can comment on that. Can you recommend an entry price for a bargain hunter?
Just looking for your opinion on the dentures of SOT.un. This would be part of my higher risk bond portfolio. It’s a 5.25% debenture (SOT.DB) due 28/02/23 currently trading around par.
The balance sheet seems strong enough to handle the repayment in 2023. I don’t think the conversion price of $10.53 will enter into the conversation.
Any concerns and your opinion would be most helpful.
John