Q: Can you please give your opinion on COOP trading at less than 4x earnings in a recessionary environment as far as growth, safety, and capital appreciation. Thanks for your analysis.
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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: Could you please give an update on BRE in terms of last earnings report, news going forward, dividend sustainability. What would be an appropriate percent of an income portfolio would you hold?
Q: Morning Team,
Curious to get your thoughts on Canadian Tire's performance of late. Do you think this increase is sustainable and why? What has changed in your opinion to cause such a significant recovery since the beginning of the pandemic?
Curious to get your thoughts on Canadian Tire's performance of late. Do you think this increase is sustainable and why? What has changed in your opinion to cause such a significant recovery since the beginning of the pandemic?
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Micron Technology Inc. (MU)
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Baidu Inc. (BIDU)
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Ambarella Inc. (AMBA)
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GLOBAL X FDS (FINX)
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Sonos Inc. (SONO)
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VanEck Vectors Video Gaming and eSports ETF (ESPO)
Q: I am thinking of adding the following positions to my portfolio at about 2.5% each, would like your opinion on prospects for the following companies: bidi (Baidu); SONO; Mu (Micron); AMBA (Ambarella);; espo (VanEck e gaming etf); find (global fintech etf). These are all a play on the 5G rollout/stay at home revolution/play at home, your comments would be most welcome
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Enbridge Inc. (ENB)
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Pembina Pipeline Corporation (PPL)
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BP Midstream Partners LP representing Limited Partner Interests (BPMP)
Q: I currently have a total of 5% of my portfolio in an equal combination of ENB and PPL. How advantageous (if at all), would it be to add BPMP for the sake of its dividend and seemingly low current valuation? As this would be a non-registered account investment does the tax treatment of U.S. dividends present a material issue?
Q: Why do you like Veev so much?how do you see them going forward?
Q: I am watching Fusion Pharma and am considering buying because the drop in price from their IPO. This is a local story and would like to support the McMaster entry.
Q: Would appreciate your thoughts on these 3. Thanks as always!
Q: Good momentum and volume on GPV in the last few days! Glad to be holding some. Any thoughts on what is driving this?
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Brookfield Renewable Partners L.P. (BEP.UN)
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Brookfield Renewable Corporation Class A Subordinate (BEPC)
Q: For a non-regustered account, with the price difference at about 8 dollars would it be better overall for income to purchase BIP.UN if you had a fixed dollar amount to invest for the additional shares you would get over purchasing BEPC even considering the dividend tax credit benefit of BEPC..
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iShares S&P/TSX Capped Consumer Staples Index ETF (XST)
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Consumer Staples Select Sector SPDR (XLP)
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BMO Global Consumer Staples Hedged to CAD Index ETF (STPL)
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iShares Global Consumer Staples ETF (KXI)
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Vanguard Consumer Staples ETF (VDC)
Q: Morning 5i team,
I'm looking for a few suggestions on an ETF that covers consumer staples in the NAM? Some that came to mind were XST and STPL, but they seem to lack US exposure?
Thanks
I'm looking for a few suggestions on an ETF that covers consumer staples in the NAM? Some that came to mind were XST and STPL, but they seem to lack US exposure?
Thanks
Q: May I have your views on this company as a long term hold for growth. Would you buy at present prices. Thanks.
Q: Hi 5i,
Was wondering if a weighted global etf exists? I looked thru vanguard(canadian site) and blackrock but found nothing. Would you be aware of such product?
Thanks
Was wondering if a weighted global etf exists? I looked thru vanguard(canadian site) and blackrock but found nothing. Would you be aware of such product?
Thanks
Q: Looks like the company has made a turn around. Can you comment on their conference and financial performance.
Thank you for explanation
Thank you for explanation
Q: The timber companies are all getting hammered today. Is this related to the WTO decision in Canada's favor? If so why are people selling off the timber companies?
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Allied Properties Real Estate Investment Trust (AP.UN)
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TFI International Inc. (TFII)
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Cargojet Inc. Common and Variable Voting Shares (CJT)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: I was listening to someone who was saying that industrial is the new retail (because of the supply chain to online sales) and that it makes sense to invest in COLD and PBW (US). What are your thoughts on this thesis, and if you agree, what companies would you recommend? It seems that TFII has benefited from this theme.
Q: I recognize this company is a penny stock ( trading at 12 cents a share) but it does seem really cheap, compared to say Alcanna. Liquor sales for home consumption have really picked up and the LCBO near my house seems pretty busy all the time. The hot weather certainly helps but the consensus of friends and family is that enjoying a good drink is one of the few safe pleasures these days.
Q: May I please have your thoughts on this company? Thank you.
Q: Considering the index changes regarding Raytheon, what is your overall view of this company and the impact on the stock?
Q: I am a bit overweight on pipelines and think I should sell some Enbridge or Pembina and beef up a couple of my smaller tech holdings since we are a bit underweight on that right now. I already own enough CSU, KXS and OTEX but only partial positions of Enghouse and Descartes. We have bought and sold SHOP several times over the past year, making some good money so have treated it more like a trading stock and don't currently own it. Would you agree with buying more Enghouse and Descartes for the long term at this time or would you recommend something else?