Q: Hi, If you were to rate QST today would you give it a C rating or you think it is better company now than when coverage was discontinued..I have a small position on this as part of a small cap pool with higher risk but good potential. Thanks. Shyam
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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: From a value/ risk perspective what are your thoughts on the following rebalancing.
Move GSY from 4.65% of the total equity to 3%.
Then move ECN from 1% to 2.7%.
ECN is a recently initiated position.
Basically a partial switch.
Roy
Move GSY from 4.65% of the total equity to 3%.
Then move ECN from 1% to 2.7%.
ECN is a recently initiated position.
Basically a partial switch.
Roy
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Canadian National Railway Company (CNR)
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Canadian Pacific Kansas City Limited (CP)
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Air Canada Voting and Variable Voting Shares (AC)
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Kinaxis Inc. (KXS)
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Barrick Gold Corporation (ABX)
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Real Matters Inc. (REAL)
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WELL Health Technologies Corp. (WELL)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: Hi 5i,
First of all, thanks for your advise to help me understand more for the US & Canadian stock markets. I have a feeling that the US market will end the over 10 years bull market soon and bear market will come in. Due to the issue of GME, BB, NOK, and AMC showing many "NEW" investors involve the US and Canadian market (because of the BB), specially the Reddit social media investor forums is not healthy. I guess the Canadian market may also affected, due to the BB issue. Just in case the bear market will come, what the above stocks need to be sold to play safe. I am thinking to sell KXS, LSPD, and NVEI, those stock prices may not be survival during the big drop in coming. Do you have the same feeling that the bear market will come? Can you please rank the above stocks able to survival during the bear market and please suggest to take off any just in case the worst worst things really happen.
First of all, thanks for your advise to help me understand more for the US & Canadian stock markets. I have a feeling that the US market will end the over 10 years bull market soon and bear market will come in. Due to the issue of GME, BB, NOK, and AMC showing many "NEW" investors involve the US and Canadian market (because of the BB), specially the Reddit social media investor forums is not healthy. I guess the Canadian market may also affected, due to the BB issue. Just in case the bear market will come, what the above stocks need to be sold to play safe. I am thinking to sell KXS, LSPD, and NVEI, those stock prices may not be survival during the big drop in coming. Do you have the same feeling that the bear market will come? Can you please rank the above stocks able to survival during the bear market and please suggest to take off any just in case the worst worst things really happen.
Q: I'm currently holding about 30% of my portfolio in cash. Partly as a hedge and partly as liquidity should there be a market correction upcoming. The rest is invested in blue chip dividend paying stocks and a couple growth stocks.
I understand you don't give personal advice on weighting ands risk level but would you consider this too /very conservative?
I'm looking for suggestions to park the cash to make some sorta of return and can only come up with CMR but yield is so low not even sure if its worth it. Thoughts?
I understand you don't give personal advice on weighting ands risk level but would you consider this too /very conservative?
I'm looking for suggestions to park the cash to make some sorta of return and can only come up with CMR but yield is so low not even sure if its worth it. Thoughts?
Q: Hello
Today CBC announced that the Governor of Michigan will try to shut down Enbridge's pipeline. If she is successful, what will be the impact on Enbridge's earnings?
Thanks
Today CBC announced that the Governor of Michigan will try to shut down Enbridge's pipeline. If she is successful, what will be the impact on Enbridge's earnings?
Thanks
Q: Does it still make sense to invest in MGK (about 4% of portfolio), given all the talk about tech stocks being in a bubble? Asset allocation not a concern. Thanks, Martin
Q: Stuck in the country, maybe soon to be stuck in the province. Decided to explore my local lakes and decided to buy a boat. I figure a lot of others are in a similar position. A bit of further thinking got me into the idea of Brunswick Corp. Looks good by the numbers, and I want more US exposure....so would you be a buyer? My current portfolio is pretty conservative and I wouldn't mind mixing it up a bit, as I have 15-20 year time frame.
Thanks for your thoughts
Thanks for your thoughts
Q: Just saw a post that the company has $1.50 per share cash and will collect fifty cents from every iphone sold... Is this true? That sounds like a lot of money. Will the royalty from iphones be collected retroactively, going forward or both?
How high would you put this on your conviction buy list for 2021?
How high would you put this on your conviction buy list for 2021?
Q: Why did Amwl drop so much today? What is their short interest?
Q: could you give me any insight or opinions in regards to this company?
Q: Today, Finland announced the introduction of a financial literacy strategy aimed at educating its population. This move is a direct result of increasing consumer credit defaults, a dangerous statistic for economic health.
The new program will rely on help from industry experts like bankers and insurance companies to create a curriculum. Social media influencers and TV personalities will help spread knowledge, too.
Finland seems to understand that you never really stop learning.
Thank you 5i for advancing Canada's financial literacy.
Glen
The new program will rely on help from industry experts like bankers and insurance companies to create a curriculum. Social media influencers and TV personalities will help spread knowledge, too.
Finland seems to understand that you never really stop learning.
Thank you 5i for advancing Canada's financial literacy.
Glen
Q: I am concerned that I don’t have enough cash in my RRSP portfolio.
I have these stocks in my Canadian RRSP:
Canopy, Crescent, Kinross, Suncor, Well Health and Whitecap.
US RRSP
Amazon, Apple, Costco, Kroger Microsoft, Starbucks and Verizon
Which ones would you recommend I sell?
I have these stocks in my Canadian RRSP:
Canopy, Crescent, Kinross, Suncor, Well Health and Whitecap.
US RRSP
Amazon, Apple, Costco, Kroger Microsoft, Starbucks and Verizon
Which ones would you recommend I sell?
Q: Am setting up my TFSA ( 3% of total cash and RRSP portfolios ) along the lines of your growth portfolio. Which would be your 4 initial stocks, in order of preference? Thanks Derek
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Amgen Inc. (AMGN)
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NVIDIA Corporation (NVDA)
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Wynn Resorts Limited (WYNN)
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AbbVie Inc. (ABBV)
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Harley-Davidson Inc. (HOG)
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Lockheed Martin Corporation (LMT)
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Southwest Airlines Company (LUV)
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Medtronic plc. (MDT)
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Merck & Company Inc. (MRK)
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Xylem Inc. New (XYL)
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Guardant Health Inc. (GH)
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CrowdStrike Holdings Inc. (CRWD)
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Jacobs Solutions Inc. (J)
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Trane Technologies plc (TT)
Q: Great article today re the "Phoenix Market". With that in mind, could you please suggest a US stock or two in each major industry sector that you feel is well positioned for growth in the next 5-10 years that you would nevertheless be comfortable stepping into today? (Even if just half a position) Please feel free to deduct the number of credits you deem appropriate.
Q: Hi 5i Team,
Pls comment on Teradyne’s earning report and its outlook.
Should I hold or sell?
Thank you.
Pls comment on Teradyne’s earning report and its outlook.
Should I hold or sell?
Thank you.
Q: Whatever happened to Automodular? When they were last in the news, they were trying to pivot from auto parts (had just lost the Ford contract) to wind turbine manufacturing. I seem to remember they were left with a sizeable cash pool? With the growing emphasis on wind power, supported by new leadership in the US, are they likely to resurface? The management seemed to be very shareholder-focused.
Q: Hi 5i
Rogers had earnings today and stock down around -6% so far.
Been holding for 3yr with the outlook for some growth and stable dividend....however still down -12% and dividend about 3.4%.
What is its outlook going forward? Is it a lost cause?
Would you continue to hold or not?
Could you suggest a suitable replacement in this sector canada or USA with better potential upside and dividend. I own small position in BCE also down, -10%..lol
Thx
Jim
Rogers had earnings today and stock down around -6% so far.
Been holding for 3yr with the outlook for some growth and stable dividend....however still down -12% and dividend about 3.4%.
What is its outlook going forward? Is it a lost cause?
Would you continue to hold or not?
Could you suggest a suitable replacement in this sector canada or USA with better potential upside and dividend. I own small position in BCE also down, -10%..lol
Thx
Jim
Q: Hi,
Please rank BIP.UN, WSP, STN, PIF.
Thank you.
Please rank BIP.UN, WSP, STN, PIF.
Thank you.
Q: HI 5I,
I have a 2/3 position to match the growth portfolio 3%. I know you are not fans of buying into a dropping stock but with the selloff is $16.50 a good buy price for additional shares. Or should I just hold on. Perhaps the price will settle in further.
I have a 2/3 position to match the growth portfolio 3%. I know you are not fans of buying into a dropping stock but with the selloff is $16.50 a good buy price for additional shares. Or should I just hold on. Perhaps the price will settle in further.
Q: Good morning,
Would you be confident to add new money to this position or add to a small existing position based on today’s release? I bought a small position in the higher 20s and am wondering whether to dollar cost down on it, sit tight, or divest. I would appreciate your perspective.
Many thanks!
Art
Would you be confident to add new money to this position or add to a small existing position based on today’s release? I bought a small position in the higher 20s and am wondering whether to dollar cost down on it, sit tight, or divest. I would appreciate your perspective.
Many thanks!
Art