Q: For several years I have owned Saputo stock. Since 2016 the share price has essentially been flat. Throughout the developed world I believe that on a per capita basis, milk consumption is declining, while cheese consumption is increasing. As a rule I prefer investments where there are built-in growth drivers and am questioning if this is in fact, no longer the case for Saputo. I have reviewed their annual report but cannot find revenue split between milk and cheese. Do you know what % of their revenue is split between the 2? Am interested in your thoughts as to whether or not there are positive or negative growth drivers for the products that Saputo sells.
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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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QUALCOMM Incorporated (QCOM)
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American Tower Corporation (REIT) (AMT)
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Keysight Technologies Inc. (KEYS)
Q: I have owned BCE for many years and have been happy with the returns it has provided. I am wondering if there is a company(s) that you may recommend that will compliment this holding other than the other big names (Telus etc) that will take advantage of the roll out of 5G. I have also owned Apple for many years as hardware provider. It is my understanding that exciting towers will not be used for 5G? Perhaps a tower company or chip provider? any Ideas and your rational would be much appreciated. Thanks as usual for the great service you provide!
Q: Hello Peter and team,
Is there a tax efficient way to have US exposure in a taxable account? Would you recommend a ETF? Trying to get more US exposure in my sons portfolio and the taxable account is quite a bit larger than the RRSP's and TSFAs (both maxed) so if we want more US exposure, it has to be in the unregistered.
Thank you,
Wes
Is there a tax efficient way to have US exposure in a taxable account? Would you recommend a ETF? Trying to get more US exposure in my sons portfolio and the taxable account is quite a bit larger than the RRSP's and TSFAs (both maxed) so if we want more US exposure, it has to be in the unregistered.
Thank you,
Wes
Q: Greetings 5i,
I have noticed MX has not been mentioned in your recommendations in Q&A recently. Has your opinion changed regarding Methanex and ? Where do you see it fitting in a personal portfolio and to what weight now?
Cheers!
I have noticed MX has not been mentioned in your recommendations in Q&A recently. Has your opinion changed regarding Methanex and ? Where do you see it fitting in a personal portfolio and to what weight now?
Cheers!
Q: Buy hold or sell????
Thx
Thx
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iShares S&P/TSX Capped Information Technology Index ETF (XIT)
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INVESCO QQQ Trust (QQQ)
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Vanguard Information Technology ETF (VGT)
Q: I am looking to take on some technology exposure in my RRSP, and leaning toward ETF rather than individual stocks. Would appreciate a couple ideas for core holdings in this sector. Thanks
Q: I see you cover Sun Life (SLF-T) Do you have an opinion on Manulife (MFC-T) vs iA Financial (IAG-T)?
Q: Do you have anything to add to your notes of Oct 11 on the Topaz - TOU arrangement and your preference for ARX? Thanks
Q: Would you consider the mind boggling selling , accusittions and new developments of the variety of REIT types in US and Canada of benefit for the investors in this company? I have invested in this REIT , in part because of stable dividends but the report makes me wonder if they are playing with too many variables.
Q: Can you give me for and against thesis for ZOE, LULU, MSCI and which would be your current preference?
Thank you
Thank you
Q: What do you think of the earnings results at CLIQ? Please comment on guidance and management statement's regarding execution of the 'new'plan? Thank-you.
Q: Hi there, I noticed REAL has pretty much made a round trip back to it's day 1 listing price. What are your thoughts on this company going forward and would you be comfortable taking a position in the name?
Thank you!
Thank you!
Q: Value vs Growth stocks...what are your top 10 value plays in Canada?
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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InterRent Real Estate Investment Trust (IIP.UN)
Q: Good day,
What are your favorite REITs and why?
Thanks!
Derek
What are your favorite REITs and why?
Thanks!
Derek
Q: Is Bep.un still a buy at this time ?
Thank you
Thank you
Q: Goodmorning
My wife will be making a contribution to her rrsp this year before it will be turned into a RIFF. She has bam.a in her TFSA would you recommend transferring in kind Bam.a or cash which she also has available in her TFSA and keeping Bam.a in the TFSA?
THKS
Marce
My wife will be making a contribution to her rrsp this year before it will be turned into a RIFF. She has bam.a in her TFSA would you recommend transferring in kind Bam.a or cash which she also has available in her TFSA and keeping Bam.a in the TFSA?
THKS
Marce
Q: Hello,
I see what looks like some very good news concerning my holding of Starlight U.S. Multi-Family Class A units. I would however appreciate your thoughts on their announcement of what I believe is to be a redemption of all my outstanding units at a price of $12.35 CDN per share.
I'd also appreciate your opinion or insight into why the shares are only trading at $11.10 CDN as I write this but it looks to me as though they are to be acquired at $12.35 in January of 2020. Should I back up the truck and buy more or is the discount evidence of a very strong opinion the deal might not go through for some reason?
Thank you!
I see what looks like some very good news concerning my holding of Starlight U.S. Multi-Family Class A units. I would however appreciate your thoughts on their announcement of what I believe is to be a redemption of all my outstanding units at a price of $12.35 CDN per share.
I'd also appreciate your opinion or insight into why the shares are only trading at $11.10 CDN as I write this but it looks to me as though they are to be acquired at $12.35 in January of 2020. Should I back up the truck and buy more or is the discount evidence of a very strong opinion the deal might not go through for some reason?
Thank you!
Q: I know tour not keen on this stock my average cost is 11.00 should I buy more hold or sell Thanks
Q: Good morning folks
I sold all shares of VET over 30 days ago for a tax loss. The loss was about 1.65% of my entire PFs. I'm thinking of buying back in for some gain and the dividends. Either my TFSA or RRIF? Or maybe leaving my energy very low for awhile? My question is...but now? Watch? Or get out all together? Or would you suggest any other stock?
Thank you for a good year
I sold all shares of VET over 30 days ago for a tax loss. The loss was about 1.65% of my entire PFs. I'm thinking of buying back in for some gain and the dividends. Either my TFSA or RRIF? Or maybe leaving my energy very low for awhile? My question is...but now? Watch? Or get out all together? Or would you suggest any other stock?
Thank you for a good year
Q: Could I please have your thoughts on Westaim (WED)
John
John