Q: Looking to add a US growth company . Sector is not a concern. Lyft seems interesting since it is now 20 percent below its ipo... Would you wait a bit longer for shares to find a bottom or buy half now and see where it goes from there? Uber IPO is coming up as well do you see that having any affect on the stock price?
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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: My Canadian Margin account is up 29% accoding to TDW. I would like to lock in some of the gains but I already sold some stocks this year (ATD.B with ACB of $2.97 and GIL with ACB of $2.77). I sold these stocks for diversification purposes but they are still my two biggest holdings in my portfolio. I cannot afford to sell any more stocks as all my holdings are in the black and I would incur capital gains. I would have to take out a loan to pay the capital gains tax if I sold some more stocks. Would there be any way to lock in gains with options for 2019?
Q: I continue to be concerned about the market and corrections and being somewhat more defensive in my holdings. ATD.B has been held at about 3% of my total portfolio for about 3 years and it has met my expectations. Nevertheless, I realize I am under-diversified in the consumer staples sector. Would selling my ATD.B and buying XST, perhaps to a 5% level, be wise, in your opinion, or just me letting anxiety leading me to some 'churning'. I'm a senior-plus so at a stage of withdrawing from my accounts for some income.
Thanks for your input and forgive the wordiness.
Thanks for your input and forgive the wordiness.
Q: Shareholders of Prometic are being offered a rights issuance where each existing share owned will allow you to buy 20 shares at 1.5 cents. It is trading at 7 cents now real time. Am I missing something or should I jump at the deal. I thought the trading price would instantly come down to the dilution price mentioned in the release.
Q: I have been wondering about Boeing's stock price being able to be bulletproof to this point ( other companies would have been footnotes in history at this point).
I had begun to think that maybe, everyone would forget and their progress higher would reset in a few months, as many pundits have suggested.
But then I came across this post on quora suggesting boeing's possible path to bankruptcy.
https://www.quora.com/How-long-do-you-think-the-Boeing-737-MAX-will-be-out-of-operation-in-the-world
Your thoughts
I had begun to think that maybe, everyone would forget and their progress higher would reset in a few months, as many pundits have suggested.
But then I came across this post on quora suggesting boeing's possible path to bankruptcy.
https://www.quora.com/How-long-do-you-think-the-Boeing-737-MAX-will-be-out-of-operation-in-the-world
Your thoughts
Q: Will you entertain a bond question, please? I bought the Canada Real Return bond in 2010 @ 1.8958 intending to hold to maturity, and have been waiting for robust inflation ever since. Central banks around the globe say "no, not now", while full employment and a few commodity prices say "right around the corner". The bond has declined to around 1.7927 and will go to 1.0000 at maturity. What would you do?
Q: Hello,
Does 5i consider this company to fall into the industrial or technology sector? Thank you
Does 5i consider this company to fall into the industrial or technology sector? Thank you
Q: What is your favorite USA mid cap growth ETFs for a long term hold. Looking for something with little overlap between IWO and QQQ but same growth features. Thanks as always
Q: Each of these stocks in my portfolio is down approximately 30% and seem to be going no where. Should I cut my loses and move on?
Q: Hello,
Your thoughts on the company going forward and would you be a buyer today for a long term patient investor? Thanks
Your thoughts on the company going forward and would you be a buyer today for a long term patient investor? Thanks
Q: Are all the ETFs in the ETF model portfolios available on the TSX?
Q: Hi,
I know you like GIL and it is doing well. Would you be okay starting a new position today or wait for a bit of a pullback.
Thanks
I know you like GIL and it is doing well. Would you be okay starting a new position today or wait for a bit of a pullback.
Thanks
Q: Hello,
I've been trying to find a catastrophe bond etf available to Canadian investors but without success. Is there such a thing?
Thanks
I've been trying to find a catastrophe bond etf available to Canadian investors but without success. Is there such a thing?
Thanks
Q: Can you please comment on the earnings release and subsequent decline? Earnings seemed positive. Thanks.
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Brookfield Renewable Partners L.P. (BEP.UN)
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Algonquin Power & Utilities Corp. (AQN)
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Northland Power Inc. (NPI)
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Boralex Inc. Class A Shares (BLX)
Q: I hold a half position of AQN and wish to add further renewable energy holdings. I am considering increasing AQN or initiating positions in NPI, BLX or BEP.UN
Would you please rank these four. Should I consider others?
Thank you,
Werner
Would you please rank these four. Should I consider others?
Thank you,
Werner
Q: I have IPL at 6.7% of Ttl. portfolio, dividends are reinvested. Should I leave it at " reinvestment" or sell besides that I have SU + VET.
Any hope for the Canadian energy sector?
Art
Any hope for the Canadian energy sector?
Art
Q: Good Morning
Can you please clarify Sector for NFI Group. On your Model Portfolio sector is Industrials on Portfolio Analytics is Consumer Cyclical.
Thank You
Heather
Can you please clarify Sector for NFI Group. On your Model Portfolio sector is Industrials on Portfolio Analytics is Consumer Cyclical.
Thank You
Heather
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Stars Group Inc. (The) (TSGI)
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NFI Group Inc. (NFI)
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Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
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Magna International Inc. (MG)
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Spin Master Corp. Subordinate Voting Shares (TOY)
Q: Hi 5i,
Looking to reduce some of the risk with the above Consumer Cyclical stocks, I'm currently at 14% portfolio weight with each of the stocks equal in sector weight.
How many would you keep, consolidate and/or replace with new to be sector diversified with less risk?
Thanks,
Chris M.
Looking to reduce some of the risk with the above Consumer Cyclical stocks, I'm currently at 14% portfolio weight with each of the stocks equal in sector weight.
How many would you keep, consolidate and/or replace with new to be sector diversified with less risk?
Thanks,
Chris M.
Q: I use Insider Tracking occasionally to see if there are insiders buying shares of various companies. What do you think of this tool and strategy? I noted George Fink continues to buy shares in Bonterra. Should I read anything into this? Would this be a good time to buy shares in BNE?
Q: Prometric announced a restructuring today , It seems like a lot of parts to it.
Can you explain the elements to it and point out the positives and negatives to the deal.
It seems more complicated then the Bellatrix deal.
Thanks
Can you explain the elements to it and point out the positives and negatives to the deal.
It seems more complicated then the Bellatrix deal.
Thanks