Q: Where would 5i see things in terms of an ideal cash level in a portfolio today? Fully deployment or is there a % you would reserve in cash for opportunities in a bad day/week/month? Would you agree that volatility should be expected in the months ahead based on Trump's comments moving the market as they did in the past?
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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: Trump said he would pay down Debt and Lower Taxes
How about this ? Pres Trump will put on Tarrifs , What if he applies ALL Tariff Money raised against paying down U S Debt. It is like a tax on American Consumer anyway and in this way he pays down U S Debt ,
Is that idea too much off the wall ? I think it is a great Idea ,
RAK
How about this ? Pres Trump will put on Tarrifs , What if he applies ALL Tariff Money raised against paying down U S Debt. It is like a tax on American Consumer anyway and in this way he pays down U S Debt ,
Is that idea too much off the wall ? I think it is a great Idea ,
RAK
Q: I know you have had mixed commentary on these two. Questions:
1. On BCE, do you think the dividend on common shares is "safe" (I own it for the dividend ... capital appreciation is less of a concern) Would I be better off simply selling my common BCE shares and buying some BCE preferred shares (and if so, which one). Or should I sell it and buy something else with more upside ?
2. SPB announced a major cut to their dividend this morning. And based on my reading, the latest quarter was less than staller. What are your thoughts on this one overall given this news?
I hate being reactionary but I'm down over 20% of both of these ....
1. On BCE, do you think the dividend on common shares is "safe" (I own it for the dividend ... capital appreciation is less of a concern) Would I be better off simply selling my common BCE shares and buying some BCE preferred shares (and if so, which one). Or should I sell it and buy something else with more upside ?
2. SPB announced a major cut to their dividend this morning. And based on my reading, the latest quarter was less than staller. What are your thoughts on this one overall given this news?
I hate being reactionary but I'm down over 20% of both of these ....
Q: SPB took a huge hit this morning, What’s happening? Is it still a hold?
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iShares Russell 2000 Growth ETF (IWO $299.64)
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Vanguard Dividend Appreciation FTF (VIG $208.67)
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Technology Select Sector SPDR ETF (XLK $268.00)
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Consumer Discretionary Select Sector SPDR (XLY $226.99)
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iShares U.S. Medical Devices ETF (IHI $61.35)
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Vanguard Total International Stock (VXUS $70.97)
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Amplify Cybersecurity ETF (HACK $83.25)
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Vanguard Industrials ETF (VIS $291.00)
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Vanguard Mid-Cap Value ETF (VOE $169.19)
Q: My son moved to the USA a few years ago and has opened a Roth IRA upon which I am advising him. He holds the ETFs listed above. I have two questions upon which I would appreciate your advice. In which order of preference would you add to the existing holdings? And can you suggest two additional ETFs to complement the current holdings?
Q: I am anxiously waiting a correction to buy these two companies before the year end, given their recent spectacular rise. Is it a realistic approach ? or would you consider a good move to take action now as soon as possible?
Thank you very much
Thank you very much
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Northland Power Inc. (NPI $21.99)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $46.02)
Q: I will appreciate it if you could provide your perspective on NPI.
What are the future prospects since the new Government in USA is not friendly for the likes of NPI and BEPC.
Is NPI a hold , sell or an opportunity to average down.
Thanks
What are the future prospects since the new Government in USA is not friendly for the likes of NPI and BEPC.
Is NPI a hold , sell or an opportunity to average down.
Thanks
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AltaGas Ltd. (ALA $41.59)
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Northland Power Inc. (NPI $21.99)
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Boralex Inc. Class A Shares (BLX $29.67)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $46.02)
Q: Following Donald Trump's recent election victory, utility stocks have experienced a pullback. Given the current valuation, would you consider it a good entry point given the recent weakness? Please also rank it
Thank you
Thank you
Q: At this stage in the game if you had to choose one to hold which would you pick? Or would you go 50-50. Thanks!
Jason
Jason
Q: Parkland was once your favorite stock. With the recent price drop, it now offers a 4.39% dividend yield. Do you think the stock has the potential to rebound and remain a good dividend investment? I appreciate your insights.
Q: What is your opinion on using trailing stop loss orders to protect unrealized gains?
If used, is it better to set a trailing stop as a percentage or fixed amount?
If a percentage, what percentage below the current price would you recommend?
If used, is it better to set a trailing stop as a percentage or fixed amount?
If a percentage, what percentage below the current price would you recommend?
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Suncor Energy Inc. (SU $53.59)
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Canadian Natural Resources Limited (CNQ $41.22)
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Kelt Exploration Ltd. (KEL $6.84)
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Tennessee Valley Authority (TVE $23.59)
Q: What effect do you think Trump's election and energy policies (Drill, Baby, Drill) will have on Canada's energy industry, both on the big upstream companies such as CNQ and Suncor and the smaller exploration companies such as Kelt and Tamarack.
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First Solar Inc. (FSLR $184.92)
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Strategy Inc Cl A (New) (MSTR $393.64)
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Coinbase Global Inc (COIN $322.01)
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Nextracker Inc. (NXT $54.64)
Q: Lots of volatility based on the election results. This may be too early to ask, but are there any stocks that have risen (or fallen) too much on fundamentals as a result of the election? Looking for potential sell (or buy) opportunities if you think appropriate.
Q: Hi 5i
Current opinion on PM please, seems to be bouncing a fair bit recently
Thanks
Current opinion on PM please, seems to be bouncing a fair bit recently
Thanks
Q: What are the estimates for earnings this evening? Thank you
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CES Energy Solutions Corp. (CEU $7.90)
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Ensign Energy Services Inc. (ESI $2.09)
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Precision Drilling Corporation (PD $76.67)
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McCoy Global Inc. (MCB $3.20)
Q: Hi 5i, given there is a high probability of "drill baby drill", what would be your top Canadian Oil & Gas service companies with exposure to the US? Thx.
Q: Would appreciate your comments on the recent quarterly report. Do you see any basis for the stock price to start increasing?
Q: Comments on WELL financials? Appears good. What are positives and negatives in results? Will any one thing move the needle? Where do you see price in 6-12 months?
Q: Hi 5i, thoughts on quarter and guidance pls and thx. Is it still on your small/mid cap favorite list? If yes where would you list in your top 5 ( pls list) choices?
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Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.80)
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Propel Holdings Inc. (PRL $34.38)
Q: Both FSZ and PRL are hitting new 52 week highs. Which do you prefer for total return in the next year.
Thanks!
Jim
Thanks!
Jim