Nice report on AND. Just wondering if TFII operates in the same space. We've done very well with TFII (thanks, 5i) but are a bit low in Healthcare. AND looks promising, but want to make sure that it's complementary to TFII.
I hold WELL (2.5%) in my portfolio and keep eye on NBLY. Is it a overlap if I add NBLY? What price would you recommend to add NBLY based on it's current valuation?
Q: I have a two energy stocks (SU & IMO), but I don't have any mining/resource stocks. BNN mentioned both RIO and BHP Group as having good potential and also good inflation picks. I'm thinking about picking up the above two and also LUN and possibly CMMC. Do you see any problems with this combination for a conservative investor?
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Asked by Gregory on September 01, 2021
Q: As a portfolio manager would you consider a 5-10 % of gold assets in one portfolio (income balance for example ) as a strategic stabilizing asset ? Or you are not in favour of such asset and of different opinion?
Q: May I please have your opinion on this company for exposure to US consumer sector? The valuation appears to be reasonable, but is the balance sheet strong enough to withstand a major market crisis? Thank you.
Q: Hi 5-i:
Not a question,but rather a comment. I notice today that some members have written in about the results of what they have received from offering their IPL shares to Brookfield. I had 40,618 IPL shares times .250 = 10,154 exchangeable units, however, RBC direct investing showed in the activity section of my account 40,618 times .24974626 = 10,144 brookfield units. I am short 10 units times an approximate value of $ 71.00 = $ 710.00. Brookfield is using the .24974626 factor instead of the .250 that they offered. I am waiting on a resolution to the matter, but encourage others to check their account, and with their broker, and if so to express their discontent to Brookfield. They will save millions by using the incorrect multiplier. I experienced a similar problem when they spun out the BEPC shares. The announcement stated that all allocations would be rounded up, but when it didn't happen, I checked with my broker and they said that they were not allocated enough shares to do that. I recall that 5-i had some questions concerning that issue.
Thanks,
Ben.
Q: I want to increase by Industrial exposure and health exposure. Currently don't have the funds to increase both and I'm curious about your thoughts on Huntington Ingalls Industries and Ishares US Medical Devices and which one you would prefer
Q: Katapult and other non-bank financials seem to be attracting greater investor attention. Which « have legs » per long-term growth from your perspective?
Q: Hi Guys, could you please comment on TGOD delisting from the TSX to join the CSE?. Is this a move that you find beneficial for the Company.Your opinion is much appreciated and valued. Many thanks Joseph.
Q: Hi folks..thoughts on news that Sangoma going to consolidate shares (23 Sept vote) to pursue a U.S. Listing...and are U still comfortable that Sangoma & Star2Star Technologies are good fit?? Pre-lim results seemed good, and I think audited results are due in Sept?...Should U wait to see how consolidation..& Q results appear, before starting/adding to position...Buy,Hold or Sell...Thanks as always, jb Piedmont QC
Q: i own 5000 magt shares and they have been a rocket ship on no news whatsoever.i have been slowly selling, now own 3000.
the fact is there are only a million shares available for trading out of 10 million outstanding.
my thesis is the main reason it has risen so much is very few shares available.
its in a hot space but it is not yet crowdstrike or zscaler -far from it.
and a fund raise has to be coming, same for nuvei.
can you comment.
dave
Q: Good afternoon, I have a 33% equal split of KXS,CJT and BAM, within a TFSA. I had a good run twice with KXS over the past couple of years, and suspect it may be topping out shortly. Would you consider a switch to TOI to be a sound move. This is a growth portfolio.
Thanks for your always sound advice, Steve.
Q: Your opinion on Mercer International Inc. and pulp in general? I am interested in starting a position and a family member already holds shares. Buy, sell or hold today? Your investing advise has been a huge help to me!