Q: This is in reference to Grant's Feb 15 question on reading materials in relation to bonds and fixed income investing. I found Hank Cunningham's "In Your Best Interest" to be a very good and useful book. It has the advantage of having a mainly Canadian focus. He also helpfully answered a question for me when I cold-emailed him, which was very nice of him. I also liked the parts of Benjamin Graham's "The Intelligent Investor" that dealt with managing a balanced portfolio of investments and using strategic rebalancing between fixed income and equities to good effect and for risk management.
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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: May I please have your opinion for a long term hold. Thank you.
Q: Hi again. I would appreciate your thoughts on XEM and emerging markets in general given the guy running the show to the south of us (and any other factors)?
Thanks.
Thanks.
Q: Hi,
could I get your take on the latest quarterly release please for AEM? There were a lot of charges/impairment loses which I find complicates things when trying to determine how the company business is doing.
Fundamentally, was this is positive quarter? Also, what caused such a large impairment loss? I see they reduced the goodwill on 3 mines. Does this mean they paid to much for these in the past?
Thanks,
Dan
could I get your take on the latest quarterly release please for AEM? There were a lot of charges/impairment loses which I find complicates things when trying to determine how the company business is doing.
Fundamentally, was this is positive quarter? Also, what caused such a large impairment loss? I see they reduced the goodwill on 3 mines. Does this mean they paid to much for these in the past?
Thanks,
Dan
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Covalon Technologies Ltd. (COV)
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Park Lawn Corporation (PLC)
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Photon Control Inc. (PHO)
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Constellation Software Inc. (CSU)
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WSP Global Inc. (WSP)
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Kinaxis Inc. (KXS)
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Savaria Corporation (SIS)
Q: Hi 5i, I own CSU,COV,KXS, PLC (-3%), and PHO (-12%), however overall I'm 30% up (thank you), I have an extra 11K to add to my TFSA, would you recommend 1 or 2 stocks to complement my tfsa holdings. I'm 3 years away from retirement, medium risk. Would you get rid of any of my holdings?
thank you
thank you
Q: What are the estimates for the upcoming quarter, previous record of beats vs miss? Any other thoughts in general on current investment thesis please?
Q: Good morning,
News on RHT? Do they report at the end of the month?
KC
News on RHT? Do they report at the end of the month?
KC
Q: Hi 5i,
Latest commentary on Dol, please.
Many thanks,
KC
Latest commentary on Dol, please.
Many thanks,
KC
Q: This may be of interest to some members:
https://www.bloomberg.com/news/articles/2019-02-14/energy-companies-perform-better-when-ceo-pay-isn-t-tied-to-production
https://www.bloomberg.com/news/articles/2019-02-14/energy-companies-perform-better-when-ceo-pay-isn-t-tied-to-production
Q: Hi 5i team
I have a 2% position of TECK.B that I did not sell when you adjusted your BE portfolio. I am thinking of selling it but only if you think I could have better performance from one of the following BE stocks...I am missing from the Balanced Equity portfolio AEM, ATD.B, BYD.UN, GC, SU,...I have but could top up CCL.B, MG, PBH, MX. All other BE stocks are at acceptable levels.This is in a RRSP account and I plan to hold for a while. No worries about sector weightings. Thank you, Hope you had a great family day. J
I have a 2% position of TECK.B that I did not sell when you adjusted your BE portfolio. I am thinking of selling it but only if you think I could have better performance from one of the following BE stocks...I am missing from the Balanced Equity portfolio AEM, ATD.B, BYD.UN, GC, SU,...I have but could top up CCL.B, MG, PBH, MX. All other BE stocks are at acceptable levels.This is in a RRSP account and I plan to hold for a while. No worries about sector weightings. Thank you, Hope you had a great family day. J
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Xilinx Inc. (XLNX)
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Atlassian Corporation (TEAM)
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Veeva Systems Inc. Class A (VEEV)
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Alteryx Inc. Class A (AYX)
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Chegg Inc. (CHGG)
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Ciena Corporation (CIEN)
Q: Hi Peter,
I'd like your opinion of these US stocks based on the data available to you.
Could you name three other high-growth US stocks that pique your interest at current levels?
I'd like your opinion of these US stocks based on the data available to you.
Could you name three other high-growth US stocks that pique your interest at current levels?
Q: Good day,
Looking at VET as my play in the oil sector. Sold WCP long ago and was about to re-buy when it was removed from the folio. Don't like SU. Just my thing. Any issues with this substitution, other than you may be right, again!
Comments?
KC
Looking at VET as my play in the oil sector. Sold WCP long ago and was about to re-buy when it was removed from the folio. Don't like SU. Just my thing. Any issues with this substitution, other than you may be right, again!
Comments?
KC
Q: Hello learned friends,
Looking at dipping a toe with Doo. Any concerns at this point in time, or would it be prudent to wait on some positive momentum. Just some extra coins banging around that need a place to settle into. Am open to any suggestions if this doesn't float your boat!
Looking at dipping a toe with Doo. Any concerns at this point in time, or would it be prudent to wait on some positive momentum. Just some extra coins banging around that need a place to settle into. Am open to any suggestions if this doesn't float your boat!
Q: 5i, Is the merging of these two companies good for someone currently holding THO?, PAAS will pay $3.40 per share for THO stock, and THO today is around $5.00.
thanks
thanks
Q: What is your opinion on Stone Co. at this time for a full position? Thank you!
Q: Hello 5i, PAYC has had quite a run of late. I have a small position and would like to add. Could I have your assessment of this company.
Thank you
Dave
Thank you
Dave
Q: Can I please get your opinion on this company?
Q: I'm wondering whether Enbridge has run its course for the next while? Considering the unusually good day on the TSX, and Enbridge's decent earnings report, one would think ENB might have received a better response!
Q: If TSGI and NFI were to get reviewed with an updated 5i report today, would they still be rated A- ?
Thanks
Thanks
Q: will this company continue to be around in the future when energy starts to roll again in Alberta?