Q: Would you add to CCL.B today to make it a full position (about 3%) or wait for a better entry point?
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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: Down from lyr H $55.74.Did a BD at $52.25 in June.While BOC pause yesterday,it spreaded fear of higher rate. Add,Hold or Sell?.Please comment.Txs for U usual great services & views
Q: RA made a significant cut to its dividend payout resulting in a drop in stock.It still pays a high payout- how would you view the lower price to value and payout now ?
Q: Has the situation changed re: JWEL? In July you suggested 15X or $ 24.60/share as a better entry point. We are there but it keeps dropping. Start accumulating or wait till it finds a bottom?
Q: Please comment on latest results and going forward.Appears to have beaten Eps & Revenue estimates and yet the stock price is down $1.52 t0 $100.48 after initial H $109.Is this an opportunity to add in this environment of fear of higher rate & potential slowdown in the economy. Txs for U usual great services & views.
Q: A query on your statement the other day about this high-interest savings ETF. You stated its indicated yield was 6.10% but on the Evolve website the gross yield is indicated as 5.48%
Q: Regarding Scott’s question of 7 Sept on FTN. The NAV as of end Aug is $16.50 and the company announced its regular monthly dividend for Sept. Your answer doesn’t match the above information from the company’s website. Do you know why the share price has declined so dramatically over the past week? Thank you
Kenn
Kenn
Q: Thoughts on the 1/4 and guidance ? Thank you.
Q: Do you have suggestions of preferred shares from Canadian issuers that you would consider attractive at the moment?
Q: Do you like this security for a 10% forward yield and eligible for dividend tax credit? I understand it has recently reset to pay $0.15 per month ($1.80 annually). Only in February 2022 it was paying $.05 per month explained by the rapid increase in BOC rates. Is this a financial problem for BCE? I believe it is redeemable by BCE at $25.
Q: Hi 5i!
Love your insights provided across your site. Keep it up!
I know you’re not fans of split corps, but I have to ask (as an observer of this stock), what is happening the past week to FTN?
Love your insights provided across your site. Keep it up!
I know you’re not fans of split corps, but I have to ask (as an observer of this stock), what is happening the past week to FTN?
Q: We’re seeing more and more municipalities in BC ban natural gas installations in new houses as a climate change tactic. Fortis talks about getting more supply from renewable gas but they won’t be selling to new homes. That don’t have gas appliances. Do you think this will eventually amount to a material concern for Fortis and other gas suppliers?
Q: Thanks to 5i I have owned SHOP since 60$, it is now 12% of my portfolio, I know you still like the company but would like your thoughts of what it should be trimmed to, the 6-8% range? I did trim back a few years ago but its still in the 12% range.
Thank you
A.
Thank you
A.
Q: I’m looking at your recent comments that SIS still has good long term prospects in spite of their new issue to pay off debts. Having looked at their 7% drop I was thinking about adding to my position, but I see it is still selling at 25x earnings!
Do you think this price is justified? And would you expect there to be more price volatility up or down in the near future, ie meriting holding on for more price correction?
Do you think this price is justified? And would you expect there to be more price volatility up or down in the near future, ie meriting holding on for more price correction?
Q: Hi, Your thoughts on their 1/4ly report please.
Q: I had 4000 shares that i tendered on the Dutch Auction but only received $9200. In view of the total under subscription, why did i not receive the full amount of $10,600
Q: Just curious if you can enlighten me on the liquidity/risk of individual preferred shares? Are they liquid and what would you be looking for at this stage of the interest rate cycle. They seem to be beaten down pretty good, and the yields are compelling. Also, would you do perpetual fixed or floater/resets and why? thanks
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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Agnico Eagle Mines Limited (AEM)
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Acadian Timber Corp. (ADN)
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Capstone Copper Corp. (CS)
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Invesco DB Commodity Index Tracking Fund (DBC)
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iShares S&P GSCI Commodity-Indexed Trust (GSG)
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CI Auspice Broad Commodity Fund (CCOM)
Q: I was interested in Stifel’s recent bullish long term forecast for commodities. Do you share in their enthusiasm, and can you suggest a favoured ETF and several preferred stocks in the sector. Thanks, Don
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BRP Inc. Subordinate Voting Shares (DOO)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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goeasy Ltd. (GSY)
Q: I believe rates in Canada have hit their ceiling, alternatively the consequences get dire for many reasons. With this belief what would be your top 3 stocks for the next 12-24mths, particularly as rates begin to decline. Thank you as always.
Q: NVD: If one feels Nvda is due for a price correction, ie drop, would Nvd be a vehicle that would be suitable.
Does it have the decay that many short ETFs suffer.
Thanks
Does it have the decay that many short ETFs suffer.
Thanks