Q: What is your view on this company and it’s future prospects? It has moved a lot in the past month.
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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.
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Air Canada Voting and Variable Voting Shares (AC)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: I just started a new portfolio few months ago targeting for 1 to 2 years, brought Air Canada @ $21 with 2/3 of the funds , and LSPD @ $35 with 1/3 of the funds.
The reason I brought them because the tradition of fundamental concept keep telling me of the book value for AC is near 1, which should be more safe. The book value of LSPD is 7 which is high risk, therefore I divided portion due to the risk. Do you think my concept is out dated, perhaps I should change my mind to adjust my portions?
However, I am so upset for the performance of Air Canada. Should I sold half of the AC to buy other stock instead, any suggestion is welcome. I don't mind to keep for 3 years, but just worry that I may missed out the opportunities cost.
Many thanks.
The reason I brought them because the tradition of fundamental concept keep telling me of the book value for AC is near 1, which should be more safe. The book value of LSPD is 7 which is high risk, therefore I divided portion due to the risk. Do you think my concept is out dated, perhaps I should change my mind to adjust my portions?
However, I am so upset for the performance of Air Canada. Should I sold half of the AC to buy other stock instead, any suggestion is welcome. I don't mind to keep for 3 years, but just worry that I may missed out the opportunities cost.
Many thanks.
Q: If BEPC is considered an international holding as it is Bermuda based, does the same apply to BIPC.
Q: In your answer to John on July 30th you stated that REAL crushed revenue estimates with $118 million actual compared to $40 million estimated. I believe the estimates are for NET revenue, which came in at $43.8 million for the quarter. A beat, but not a huge beat.
Q: With another good quarter what are your thoughts on Celestica now? Thx
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Brookfield Renewable Partners L.P. (BEP.UN)
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Brookfield Property Partners L.P. (BPY.UN)
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Brookfield Infrastructure Partners L.P. (BIP.UN)
Q: Hello 5i. Please list the best Brookfield Groups in order of preference for growth in a TFSA.
Thanks
Dave
Thanks
Dave
Q: Peter; So to balance our portfolio holdings I assume we should add the BEPC shares today to
keep the value the same ? Rod
keep the value the same ? Rod
Q: What do you make of True North REIT? It has a profit margin of 35%, ROE of 9%, and a payout ratio of 127%.
Majority of its tenants are Government. It collected 99% of rents last quarter.
Thanks
Majority of its tenants are Government. It collected 99% of rents last quarter.
Thanks
Q: Hi Team,
If you hold RTX with -14% (1% PF)
You will add, hold as is or sell ?
Thanks Regards
If you hold RTX with -14% (1% PF)
You will add, hold as is or sell ?
Thanks Regards
Q: I am a long term CSU shareholder. I have full confidence in management but less confidence in their growth prospects at this stage. The types of slow or no growth software businesses that they acquire are in secular decline and CSU has no organic growth.
Is 5i’s confidence in CSU’s business prospects misplaced at this point??? Should we stay put to see if the “inevitable” decline materializes or try to anticipate this and step out of the way?
Thanks for your awesome guidance.
Is 5i’s confidence in CSU’s business prospects misplaced at this point??? Should we stay put to see if the “inevitable” decline materializes or try to anticipate this and step out of the way?
Thanks for your awesome guidance.
Q: I know looking at juniors can be tricky, but any thoughts on these two would be welcome.
Thanks!
Thanks!
Q: Can you recommend a well regarded Precious Metals mutual fund that has a US$ version? Thank you
Q: I am looking for 2-3 good junior silver co's (producers or near production), thanks.
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iShares Global Healthcare Index ETF (CAD-Hedged) (XHC)
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iShares Global Healthcare ETF (IXJ)
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Novartis AG (NVS)
Q: I own nvs and thinking of swapping it with an health global ETF. Is there one on the US side similar to the global can hedged XHC?
appreciate your opinion
thanks a lot
margit
appreciate your opinion
thanks a lot
margit
Q: Hello
Can you please tell me whether the above noted ETFs are included as part of the $ 100,000 limit imposed by the CRA for reporting foreign assets?
Thank you
Can you please tell me whether the above noted ETFs are included as part of the $ 100,000 limit imposed by the CRA for reporting foreign assets?
Thank you
Q: If one wanted to make a bet the world will travel again, which airline would be “suitable”, I am leaning toward luv
Thanks
Thanks
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Brookfield Renewable Partners L.P. (BEP.UN)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: I am holding BEP.UN and now BEPC also.
Will the BEPC dividend continue to be in U.S. $ ?
If the dividend on BEPC will be $0.4340 per share, payable Sept. 30 and the previous dividend on BEP.UN was $0.5425 on June 30, I would expect the future dividend on BEP.UN to drop, like the share price approx 25%, correct?
If so this seems to represent an overall dividend increase of about 6% in terms of total holdings, right?
Will the BEPC dividend continue to be in U.S. $ ?
If the dividend on BEPC will be $0.4340 per share, payable Sept. 30 and the previous dividend on BEP.UN was $0.5425 on June 30, I would expect the future dividend on BEP.UN to drop, like the share price approx 25%, correct?
If so this seems to represent an overall dividend increase of about 6% in terms of total holdings, right?
Q: I bought BPY:us on a NY Exchange and hold in US$ within an RSP. I also hold BPY.un in C$ withinin a Canadian TFSA. I have substantial losses on both. These losses cannot be offset against capital gains.
BPY (US) and BPY.un have both sent me a cash offer for shares . The issuer offers US$12 or the equivalent in Canadian $. There is no mention of what, if any, accrued dividend would be paid to shareholders/ unitholders.
What would you do on the above-noted offer. Tender shares on one of the accounts , tender both, or neither ?
BPY (US) and BPY.un have both sent me a cash offer for shares . The issuer offers US$12 or the equivalent in Canadian $. There is no mention of what, if any, accrued dividend would be paid to shareholders/ unitholders.
What would you do on the above-noted offer. Tender shares on one of the accounts , tender both, or neither ?
Q: Photon Control is on a rampage this week with no news to see, is there any reason behind the movement that i am missing?
Cheers, Jacob.
Cheers, Jacob.
Q: Not a question but further to your comments on Loblaw's recent results, they were viewed favourably within the investment community as CIBC raised their target to $85.00 while RBC bumped their target from $90.00 to $105.00.