Q: Don’t you think Trump is forcing investors to move from stocks to bonds in order to reduce interest costs on the federal debt as a result that would leave room for tax cuts.
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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: What is your view on AXON moving forward? If it is a hold/buy what is a reasonable time frame?
Thanks for your steady hand. It is much needed and appreciated.
Janet
Thanks for your steady hand. It is much needed and appreciated.
Janet
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Constellation Software Inc. (CSU $4,599.93)
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Intact Financial Corporation (IFC $279.00)
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WSP Global Inc. (WSP $280.00)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $205.82)
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Balanced Equity Portfolio (BEPORT)
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Topicus.com Inc. (TOI $180.78)
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Brookfield Corporation Class A Limited Voting Shares (BN $89.03)
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Lumine Group Inc. (LMN $51.90)
Q: What stock in the balanced equity would you be buying into today for a long term hold (noting that you wouldn’t back up any kind of vehicle into this market)
Q: Hello 5i,
Thanks for the detailed and quality answers during these "interesting" times. I know predictions are pretty much "off the table", but ... I wonder if you could ponder the chance over the next few years of a dividend cut at the Banks. (1 = impossible, 10 = possible if things get really bad).
Knowing that such an action would be a very tuff call for the banks to make. All Canadian banks in general, but specifically TD and BNS (which are some of my TSFA holdings and used to generate retirement dividend revenue.
Thanks for the detailed and quality answers during these "interesting" times. I know predictions are pretty much "off the table", but ... I wonder if you could ponder the chance over the next few years of a dividend cut at the Banks. (1 = impossible, 10 = possible if things get really bad).
Knowing that such an action would be a very tuff call for the banks to make. All Canadian banks in general, but specifically TD and BNS (which are some of my TSFA holdings and used to generate retirement dividend revenue.
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Celestica Inc. (CLS $285.87)
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Descartes Systems Group Inc. (The) (DSG $139.26)
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iShares S&P/TSX Capped Information Technology Index ETF (XIT $78.83)
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EQB Inc. (EQB $101.63)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $132.52)
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Propel Holdings Inc. (PRL $36.01)
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Brookfield Corporation Class A Limited Voting Shares (BN $89.03)
Q: Greetings 5i team,
I hold the securities listed above, as well as a couple of more stable ETFs and some cash in my TFSA. I am aware that things are going to be volatile at least for the near future but am wondering in what order an investor might deploy cash to any of these securities given the correction we are experiencing.
Thank you
Steve P
I hold the securities listed above, as well as a couple of more stable ETFs and some cash in my TFSA. I am aware that things are going to be volatile at least for the near future but am wondering in what order an investor might deploy cash to any of these securities given the correction we are experiencing.
Thank you
Steve P
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WSP Global Inc. (WSP $280.00)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $132.52)
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Axon Enterprise Inc. (AXON $842.50)
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Comfort Systems USA Inc. (FIX $691.76)
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Vertiv Holdings LLC Class A (VRT $139.93)
Q: Could you please list these industrial stocks in order of conviction from best to least conviction. thank you.
Q: Hello 5I. Are there 5 dividend stocks and 5 growth stocks that you think have substantial upside on a market recovery?
Thanks
Thanks
Q: i picked up some algonquin yesterday. does the stock pay US dividends & should i journal it over to my USD side of my investment account
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Chemtrade Logistics Income Fund (CHE.UN $11.18)
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First Capital Real Estate Investment Trust (FCR.UN $18.69)
Q: Hello Team,
Could you please comment on these two reits and do you have a favourite between them for total return going forward?
Thank You,
Barry
Could you please comment on these two reits and do you have a favourite between them for total return going forward?
Thank You,
Barry
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Palantir Technologies Inc. (PLTR $186.96)
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Genius Sports Limited (GENI $12.39)
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Robinhood Markets Inc. (HOOD $114.63)
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Sportradar Group AG (SRAD $27.63)
Q: I was just about to purchase SRAD and GENI. But now that HOOD and PLTR have pulled back so much would they have potentially more upside? Thanks
Q: Hello 5i,
I meant to send you a question but I am unsure as to whether or not it actually went through. I am only marking this "Private" in case it ends up being a duplicate, otherwise, "Public" is fine. If it is a duplicate, my apologies!!! Now to the questions:
What do you - and others - feel the Bank of Canada may do on April 16: raise, lower, or hold on interest rates? I know there is a *lot* going on at the macro level, but is there any consensus as to what we might reasonably expect?
In terms of the current environment, I have two questions about Covered Call ETF's:
Is the current environment good, bad, or indifferent for (un-leveraged) C.C. ETF's or is the individual performance of the underlying holdings far more important?
And, in this environment, what is the likelihood of C.C. ETF's needing to cut their dividends? What kind of factors have the geatest impact on a dividend cut decision for these ETF's? I hold a few of these ETF's and over the years have seen dividend cuts in some instances come and go, while in others, the cut has seemed more permanent.
Many thanks for any insights you can provide!! Have a great weekend, all!!
Cheers,
Mike
I meant to send you a question but I am unsure as to whether or not it actually went through. I am only marking this "Private" in case it ends up being a duplicate, otherwise, "Public" is fine. If it is a duplicate, my apologies!!! Now to the questions:
What do you - and others - feel the Bank of Canada may do on April 16: raise, lower, or hold on interest rates? I know there is a *lot* going on at the macro level, but is there any consensus as to what we might reasonably expect?
In terms of the current environment, I have two questions about Covered Call ETF's:
Is the current environment good, bad, or indifferent for (un-leveraged) C.C. ETF's or is the individual performance of the underlying holdings far more important?
And, in this environment, what is the likelihood of C.C. ETF's needing to cut their dividends? What kind of factors have the geatest impact on a dividend cut decision for these ETF's? I hold a few of these ETF's and over the years have seen dividend cuts in some instances come and go, while in others, the cut has seemed more permanent.
Many thanks for any insights you can provide!! Have a great weekend, all!!
Cheers,
Mike
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Bank of America Corporation (BAC $46.01)
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JPMorgan Chase & Co. (JPM $288.76)
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Prudential Financial Inc. (PRU $103.30)
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Manulife Financial Corporation (MFC $41.41)
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iShares S&P/TSX Capped Financials Index ETF (XFN $65.62)
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BMO Equal Weight US Banks Index ETF (ZBK $37.22)
Q: What’s the best way to play the US and Canadian financials in this market? Stocks or funds are fine.
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Alphabet Inc. (GOOG $202.09)
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Intuitive Surgical Inc. (ISRG $470.08)
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NVIDIA Corporation (NVDA $182.70)
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Booking Holdings Inc. (BKNG $5,405.91)
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JPMorgan Chase & Co. (JPM $288.76)
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Eli Lilly and Company (LLY $625.65)
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Eagle Materials Inc (EXP $225.16)
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Berkshire Hathaway Inc. (BRK.B $465.40)
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Genius Sports Limited (GENI $12.39)
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Sportradar Group AG (SRAD $27.63)
Q: Given the volatility of markets, I would like to purchase some small quantities of equities shares as I have some cash to invest. Which equities would you recommend, top 5 in Nasdaq, S&P 500, and TSX.
Best,
Neeraj
Best,
Neeraj
Q: I notice that Tim Cook has sold 24 million of his APPL shares the other day. Maybe he has personal reasons, of course, but the timing seems ominous. Any thoughts?
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $42.52)
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Dream Industrial Real Estate Investment Trust (DIR.UN $12.34)
Q: What do you think of topping up low-ish positions of DIR.UN and CAR.UN in this environment?
Thanks as always
Thanks as always
Q: Does Congress & Senate have to approve the tariffs?
Q: Good morning,
Can you recommend an income fund/ ETF to balance a portfolio? Looking at something that is 80% income 20% equity. Thanks.
Can you recommend an income fund/ ETF to balance a portfolio? Looking at something that is 80% income 20% equity. Thanks.
Q: Recognizing that you don't necessarily follow NVO, do you still consider this a better long term investment compared to PFE with it's attractive dividend? I know that the company's recent trials have not been great, but do they have a better pipeline than PFE?
NVO's revenue and free cash flow seemed to have consistently grown looking in the past, and it appears to be at an historically attractive valuation. But now maybe the most important question going forward is has NVO lost it's "moat" ?
NVO's revenue and free cash flow seemed to have consistently grown looking in the past, and it appears to be at an historically attractive valuation. But now maybe the most important question going forward is has NVO lost it's "moat" ?
Q: Hi 5i - what are the most attractive CDN stocks after the massive sell off in the last few weeks?
Thanks, Neil
Thanks, Neil
Q: During this mayhem I was telling a family member how I observed these mini-crashes since the mid-80’s and how we used to make transactions in the early days. I’m convinced a lot of recent investors, hooked my huge gains since 2020 have never experienced such painful losses. Zenfulness -if this is a word- comes with time.
Would you have a history of when all the self-directed accounts were created and available online?
For example, BMO InvestorLine was created late 1988 (fax! or phone) but available online in 1997, I was there …
Keep supporting us.
Would you have a history of when all the self-directed accounts were created and available online?
For example, BMO InvestorLine was created late 1988 (fax! or phone) but available online in 1997, I was there …
Keep supporting us.