My question is of the companies I've listed, which 2 or 3 would you add to for a 5-10 year horizon. I currently own all of these, with no total value exceeding $500.
I am just starting a small portfolio and have $1000 USD to put into my RRSP to add to these exisiting stocks.
Q: Got some shares of OGN in the MRK spin off, too small an amount for me to keep as a holding. Sell and buy more MRK is an option or add to SU, SLF or BCE? Un-registed account, +5 year hold.
Q: I see these 2 REITs have been compared before, however they have both moved up lately and I am considering a long term holding 5+ years and would like your opinion which you think is positioned to grow more?
I am looking for industrial do you prefer a different canadian reit?
If not already asked, what are your thoughts on the most recent news for Aritzia wrt acquiring a men's clothing line? I for one had not heard of this brand so not sure how it might stack up to other men's clothing brands. How accretive might it be?
I took a 1/2 position just before the announcement so good timing on my part. :) Street seems to approve of the purchase.
Also wrt ATS Automotive recent acquisition....thoughts on this? How accretive or what might it mean to additional revenues/profits going forward?
I don't own this but am watching it closely.
Q: Hello 5I
Thanks for the site update.
Would it be possible to filter the smaller cap companies in the market data? I do not dabble a lot in the smaller cap space and of course their prices move around a lot.
Thanks
Jeremy
Q: For my small growth portfolio and looking to buy these 5 techs now, would you avoid or hold off on any of these with the current conditions and prices??
Q: Further to the OFSI restricting dividend increases for CDN Banks, do we have any idea as to the timing of this restriction being relaxed? Does the OFSI meet regularly to discuss this sort of thing?
Q: Big drop on lundin mining this morning (over 10%). Copper output has been reinstated and problems in Chile. Do you think its time to move on? Insiders were buying in the high $12.00 mark just a few weeks ago. Thanks.
Q: Hello 5i Research
The US index has out performed the TSX index the last decade.
Do you think that the next decade
the Canadian market will out perform the US market ? What are your thoughts/ guess?
Thanks
Q: Hi gang
I just noticed that LIF has raised their divi to 14.64% for June 29th. It was somewhere between 8.5 to 10+ish ....Do you know why? Am I seeing things?
Thanks as usual for your sage advice...
In regards to Andrew Peller do you regard the latest quarter, and margin issue, as more a short term issue related to the pandemic or more suggestive of a longer trend issue? It seems that the stock is not expensive, relative to other spirit companies, at the $9.45 area it is trading?
Q: I own both PPL and BIP.UN. It seems that IPL wants a deal with PPL having rejected BIP.UN's latest offer.
My question is the "potential deals" that PPL is chasing down. They are looking to partner with indigenous groups for TMX and of course the IPL deal.
Will their balance sheet be able to handle this if they are successful with both?
What are your thoughts on the management team's ability to combine these businesses into 1 large company?
Does that change your opinion about PPL as an "income" stock to an income stock with growth potential?
Q: The listed companies each carry about a 1% weighing in my portfolio. There are no tax implications and I am positive on all of these. I am trying to reduce my overall holdings to about 25. I believe each company has its merits but I will never hit a home run with such a small investment. Can you advise which ones you would keep and consolidate or perhaps suggest something else to put all of the proceeds toward.