Q: Own NFI and CIX. Looking to diversify with a high growth stock - PBH? I know you are bullish on it. What's caused the recent drop?
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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: From your balanced and income portfolios which would you suggest with $25000 to invest? Income primary but some growth as well.
Many thanks for all you have done and continue to do for us.
Harold
Many thanks for all you have done and continue to do for us.
Harold
Q: Hi 5i - I have about 35% in cash coming soon and Im looking at how to deploy it. Here are my top holdings:
ENB - 5.4%
KXS - 4.7%
SIS - 4.2%
BNS - 4.2%
PBH - 3.6%
T - 3.5%
WSP - 3.4%
HR.UN - 3.2%
CGX - 2.5%
TSGI - 2.5%
GUD - 2.1%
TOG - 2%
VET - 2%
PHO - 2%
KWH.UN - 2%
CPG - 2%
Are the any positions you would top up to 5% or new positions that I should add? Thanks, Neil
ENB - 5.4%
KXS - 4.7%
SIS - 4.2%
BNS - 4.2%
PBH - 3.6%
T - 3.5%
WSP - 3.4%
HR.UN - 3.2%
CGX - 2.5%
TSGI - 2.5%
GUD - 2.1%
TOG - 2%
VET - 2%
PHO - 2%
KWH.UN - 2%
CPG - 2%
Are the any positions you would top up to 5% or new positions that I should add? Thanks, Neil
Q: FYI The UK gov has posted Oct 18 as deadline for phase one decision of competition review of TSGI/Sky deal. See link below.
https://www.gov.uk/cma-cases/stars-uk-sky-betting-and-gaming-merger-inquiry
Any Thoughts on the outcome?
https://www.gov.uk/cma-cases/stars-uk-sky-betting-and-gaming-merger-inquiry
Any Thoughts on the outcome?
Q: Would you please provide your assessment of the announcement by NFI.......'Montréal and Laval award Canada's largest ever battery-electric bus contract to New Flyer' Any idea of the financial impact to NFI....Thanks
Q: Do you think with the recent price drop in JE,that a dividend cut is factored into the share price,do you think there will be a dividend cut and either way do you think the the company has decent value going forward thanks a bunch
Q: Under current market conditions, which one would be a preferred choice? Or should one wait for a correction?
Thank you for your input!
Thank you for your input!
Q: Can I please get your top 2 stocks in each sector in the USA. Looking for a growth tilt, small-mid caps please.
Q: I have MACD on my Vector Vest charts but really dont understand it and how to read it and use it----Can you explain this to me?
Thanks
Peter
Thanks
Peter
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Amazon.com Inc. (AMZN)
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Alphabet Inc. (GOOG)
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Constellation Software Inc. (CSU)
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
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Tencent Holdings Ltd. ADR (TCEHY)
Q: Dear 5i Research,
I enjoy reading your watchlist questions. I am 67 years old, semi retired and enjoy doing my own investing through a discount brokerage over many years. I do have a high risk tolerance. My retirement income is CPP, OAS and my stock portfolio in 7 figures divided amongst 6 stocks. I am a very “concentrated” investor having gone from 30 plus stocks and ETF’s to only 6 stocks – Constellation Software (CSU), Alphabet (GOOG), Berkshire Hathaway (BRK-B), Amazon (AMZN), Alibaba (BABA), and Tencent (TCEHY). I follow them all closely. Should I be concerned about my high tech component and rather concentrated portfolio? What type of diversification if any would you recommend?
I enjoy reading your watchlist questions. I am 67 years old, semi retired and enjoy doing my own investing through a discount brokerage over many years. I do have a high risk tolerance. My retirement income is CPP, OAS and my stock portfolio in 7 figures divided amongst 6 stocks. I am a very “concentrated” investor having gone from 30 plus stocks and ETF’s to only 6 stocks – Constellation Software (CSU), Alphabet (GOOG), Berkshire Hathaway (BRK-B), Amazon (AMZN), Alibaba (BABA), and Tencent (TCEHY). I follow them all closely. Should I be concerned about my high tech component and rather concentrated portfolio? What type of diversification if any would you recommend?
Q: Hi,
Can I have a current opinion about Carnanah please?
Rob
Can I have a current opinion about Carnanah please?
Rob
Q: Hi Team,
It would be nice to have a column in the Portfolio report indicating a recommended price range for buying any stock for new money. The "Start Price" column shows the price when 5i added the stock to the portfolio which could have been a long time ago and the current valuation of the stock may be very high in terms of price. Alternatively if the stock is in the portfolio report does it mean it is always a buy recommendation ?
Appreciate all the work done by 5i Team.
Thanks
Ninad
It would be nice to have a column in the Portfolio report indicating a recommended price range for buying any stock for new money. The "Start Price" column shows the price when 5i added the stock to the portfolio which could have been a long time ago and the current valuation of the stock may be very high in terms of price. Alternatively if the stock is in the portfolio report does it mean it is always a buy recommendation ?
Appreciate all the work done by 5i Team.
Thanks
Ninad
Q: Today I received publications regarding NSU , one stating tender NSU the other saying do not tender , what is your view?
Q: Thoughts on this guy?
Q: Preferred Shares: How to evaluate risk? How have blue chip preferred shares behaved during previous massive downturns such as 1987 and 2008? Have they gone down as much as regular shares? Thank you for your fine service.
Q: Can I get your take on the SPDR S&P software and services ETF? It's volatility, risk and growth prospects as compared to other tech ETFs or companies?
Q: Can I please get your opinion of Government Properties Income Trust.
Thanks
Dave
Thanks
Dave
Q: Comments on Symbility Solutions quarter please
Have a good weekend
Have a good weekend
Q: My first reaction to the big deal announced this morning was to sell all my shares. I don’t understand buying a company for so much that is ebitda breakeven. I realize the recurring revenue is good and maybe this gives them cross selling opportunities but will this deal not result in diluted eps and ebitda/share? What’s your take on he deal? Thanks
Q: RNG is listed among today's new highs.
Is it too late to invest in this company?
How does it compare to TEAM, which I know you recommend.
Is it too late to invest in this company?
How does it compare to TEAM, which I know you recommend.