Q: What is your opinion of AJG compared to AON. Both have performed well but AJG has a much higher PE. Would recommend either or is there another company in the sector that you would prefer. Thanks so much for your expertise.
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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: Hi, what would be your top 5 Canadian stocks today in each sector?
materials
energy
communications
thanks
materials
energy
communications
thanks
Q: Big bank earnings approaching. What do we anticipate and how will the sector respond. Some regional banks look attractive. Do you agree? If so, which names look nicely on sale.
Q: Any thoughts on SVI would be appreciated.
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QUALCOMM Incorporated (QCOM)
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AbbVie Inc. (ABBV)
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Goldman Sachs Group Inc. (The) (GS)
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Pfizer Inc. (PFE)
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Williams Companies Inc. (The) (WMB)
Q: What are your top 5 Canadian and US Dividend Stocks (> 3%). Could you also indicate good entry points.
Thank you
Tim
Thank you
Tim
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Crocs Inc. (CROX)
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Axon Enterprise Inc. (AXON)
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Perion Network Ltd (PERI)
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Digital Turbine Inc. (APPS)
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Upstart Holdings Inc. (UPST)
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Lantheus Holdings Inc. (LNTH)
Q: What is your long term view on these two companies? Is their structure, management, and financial condition such that holding on to them makes sense?
Do you have replacement suggestions that will likely surge ahead in more promising market conditions? Thank you.
Do you have replacement suggestions that will likely surge ahead in more promising market conditions? Thank you.
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Global X S&P/TSX 60 Index Corporate Class ETF (HXT)
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Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY)
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CI Morningstar Canada Momentum Index ETF (WXM)
Q: Hi 5i. I hope all is well and you took a break at Easter.
I have noticed in the G&M that john heinzl reports on a dividend portfolio. I like his sense of humor on Stars & Dogs but I really wonder about his dividend hog portfolio. The same newspaper lets me create portfolios for comparison. I started with the same about of money (about $116K) and pretended to invest in October 2017 like he did. I made three one ETF portfolios. Made one portfolio with ETF HXT, One with VDY and One with WXM. All three of these one ETF portfolios beat JH’s significantly and WXM was a clear winner beating it by about $50K i.e., turning $116K into about $200k from Oct 2017 to now. The other two ETFs were not far behind. $50K can pay for a few dinners!
My question is whether you see any issues with WXM in the current investment environment and with the above comparisons.
Thanks as usual for this great service and patience with my questions. Thanks Danny-boy
I have noticed in the G&M that john heinzl reports on a dividend portfolio. I like his sense of humor on Stars & Dogs but I really wonder about his dividend hog portfolio. The same newspaper lets me create portfolios for comparison. I started with the same about of money (about $116K) and pretended to invest in October 2017 like he did. I made three one ETF portfolios. Made one portfolio with ETF HXT, One with VDY and One with WXM. All three of these one ETF portfolios beat JH’s significantly and WXM was a clear winner beating it by about $50K i.e., turning $116K into about $200k from Oct 2017 to now. The other two ETFs were not far behind. $50K can pay for a few dinners!
My question is whether you see any issues with WXM in the current investment environment and with the above comparisons.
Thanks as usual for this great service and patience with my questions. Thanks Danny-boy
Q: May I have your thoughts on $TRI
Q: Hi Peter
this stock has caught fire in a upward momentum
in the last 2-3 weeks
are there any news or fundamental reasons ?
I am still under water , around 10% loss, should I exit
or hold on if there is good prospect for a 1-2 years time horizon?, it does pays a dividend which helps
thanks
Michael
this stock has caught fire in a upward momentum
in the last 2-3 weeks
are there any news or fundamental reasons ?
I am still under water , around 10% loss, should I exit
or hold on if there is good prospect for a 1-2 years time horizon?, it does pays a dividend which helps
thanks
Michael
Q: Hi Everyone at 5i!
I am really down on Converge and was wondering if I would be better off selling at a loss and investing in LMN.??
Cheers,
Tamara
I am really down on Converge and was wondering if I would be better off selling at a loss and investing in LMN.??
Cheers,
Tamara
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iShares S&P/TSX Canadian Preferred Share Index ETF (CPD)
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BMO Laddered Preferred Share Index ETF (ZPR)
Q: I own prefered share ETFs in a diversified revenue/dividend RRSP portfolio.those ETF are at loss(10-20%) and at a lowest annual stock value.I did believe that those ETF would bring a least , a certain stability,wich is obviously not the case.I shall keep those ETF if there were a reasonnable probability of returning to previous values (+10%..),and sell them if more downtrend is expected.In this perspective,your impression as "hold","sell"(or eventually "buy" !)will be greatly appreciated.
Q: Hi folks, what do you think the chances of the proposed acquisition of BV glazing not being approved by regulators according to the competition act?
Thanks and good day
Thanks and good day
Q: What is the risk reward of buying WHR at $134?
Is the payout that generates a 5.4% yield at this price likely to be sustained and grow?
It has been beaten up …. So is this an opportunity / case example to buy during the darkest days/ when everyone else is selling?
Thanks.
Is the payout that generates a 5.4% yield at this price likely to be sustained and grow?
It has been beaten up …. So is this an opportunity / case example to buy during the darkest days/ when everyone else is selling?
Thanks.
Q: Hi, I am just starting my retirement and I want to get more income from my portfolio. Does it make sense to sell my riocan shares and buy hyld ? My gains in riocan is 30% so I will have to pay taxes on the gain. Thanks
Q: I have been disappointed by the performance of this name this year.Your current thoughts on its outlook?
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NorthWest Healthcare Properties Real Estate Investment Trust (NWH.UN)
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Chorus Aviation Inc. Voting and Variable Voting Shares (CHR)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
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Topicus.com Inc. (TOI)
Q: I have small positions in Chorus Aviation, North West Health Care, Lightspeed and Topicus; I'm down in all - and wondering how much patience is warranted - and considering Nuvei. Could you rate these in terms of possible upside and when one might expect this?
Thanks,
Thanks,
Q: Wondering what your crystal ball predicts regarding which of these 3 will provide the best return at year end, and after a two year period?
Q: Hi Peter/Ryan, In a TFSA if you could hold only one of theses BAM or BN which one would it be and why. Thanks
Q: Hi 5i
I would like to replace AEM in my LIF account with another basic material holding. My goal is growth. Both NTR and WFG are looking interesting now. Could you give your opinion of which would likely be the better play for a long term. With the pending slow down/recession would you switch now or wait?
Thanks
I would like to replace AEM in my LIF account with another basic material holding. My goal is growth. Both NTR and WFG are looking interesting now. Could you give your opinion of which would likely be the better play for a long term. With the pending slow down/recession would you switch now or wait?
Thanks
Q: Hi Peter, Ryan, and Team,
A 5i member (Rajeev) stated in a recent question that he had an overweight core ownership of Constellation Software. We agree with you about the benefits of keeping the "free" TOI and LMN shares we received from these CSU spinoffs. However, does your answer imply that since we are presently overweight in Technology (largely because of CSU) should we consider reducing exposure to CSU? This would be a very hard thing to do, so it's a dilemma, to say the least!
As always, thanks for your insight.
A 5i member (Rajeev) stated in a recent question that he had an overweight core ownership of Constellation Software. We agree with you about the benefits of keeping the "free" TOI and LMN shares we received from these CSU spinoffs. However, does your answer imply that since we are presently overweight in Technology (largely because of CSU) should we consider reducing exposure to CSU? This would be a very hard thing to do, so it's a dilemma, to say the least!
As always, thanks for your insight.