Q: Hi 5i, a while back you guys produced an excellent blog/market update where you discussed recessions/bear markets, their duration and severity, and the multi year returns thereafter. Could you provide the link to that update? Thx.
Q: Do you think HDIV would be a suitable replacement for BCE in this market or would you recommend another stock/etf? Looking to recoup some of my losses on BCE.
Thank-you!
Q: Hi team,
I am interested in purchasing Srad. However I was thinking there might be a better entry point . However I watched it today where big tech was selling off 7-8% this one ended up only -1.8% and seems to be holding up strong. Should I have patience here ? Do you see any rush to buy the name? What price would you suggest taking a position ?
Q: I bought TDB2915 a U.S. money market fund some time ago . There is 10.82 % of my portfolio in it . My sole reason for buying it was TD Waterhouse said that was the only way I could get around currency exchange when buying U.S. stocks. I recently bought a U.S. stock and they did not take the money from the account and when questioned on it informed me that they no longer did this practice. So I really have no motivation for keeping the money in this fund. Though the fund has increased in value 10% over the six or seven years I have had it. I'm not sure if this fund is earning me any money or not . Could 5i answer that question ? And more importantly with economic chaos in the U.S. is 5i more optimistic in the short term on the U.S dollar or the loonie ?
I recently read an article that Canada, the EU, and China could do some pretty serious damage to the Trump buck should they unite to sell off their U.S. treasuries ....... Would 5i counsel moving it into Canadian cash to be deployed in the future ? I'm in no mad panic to buy right now til we know what the U.S. is going to do ...... Thanks for your terrific service .....
Q: I have cash in my portfolio. I am looking for a multi asset ETF. Ideally, I would like a 1 ticket multi asset ETF that has a category / asset class of "alternatives". (ie private equity) Is this available on the TSX? Could suggest 2-3 multi asset ETFs. If these ETF do not include "alternatives", are there any ETF that specialize in "alternatives" ie private equities not tied into the market. I understand liquidity may be an issue for such an ETF. Thank you
Q: What's up with Dynacor?
The company has good mining operations in a relatively safe jurisdiction (Peru), recent results have been good, balance sheet is strong, nice dividend, solid growth expectations ... why isn't the stock moving up with the price of gold?
Are there any operational or management issues that you're aware of?
Thanks, Rick
Q: What is the difference between TRP and SOBO? Which one would be most effected by the current tariffs? Which one would you prefer for income account?
Q: What is the outlook and past performance for CNQ, CES, CEG and SHOP? Do you think its outlook is still intact? Would you buy / sell today?
The trend from past performance for CEG looks quite good. How heavily dependent is CEG on AI demand?
Thank you for your valued insights.
Q: Any further insight or update on their progress? I would have thought the turmoil in their sector would prompt use of their facilities - but the stock languishes.
Q: do you think the whole brookfield group, bn, bam, bip.un, bep.un are dropping like crazy because the bad press getting lately with mark carney etc. or is it just because market on whole. They have all taken a good kicking the last two months or more.
Q: I’ve held BYD for a number of years and have tried to be patient recently, but I’m wondering with its significant headwinds if it’s time to move on. What are your thoughts on BYD going forward, and do you have better suggestions for another consumer discretionary or consumer defensive stock?
Q: What's going on with Natural gas sector i own TOU ARX,TRP CNQ would you add hold or sell and in what order also own small positions in Gold (GDXJ and Silver same question ) lastly own COST WMT ....LLY ISRG also same question buy more sell or hold CW entry prices thanks for all your help