Q: I am an income focused investor who also wants growth. It appears that 5i generally favors ENB over ENF because it is larger and has other better attributes comparatively. Can you help give some examples or scenarios where the stock price of ENF may go down but, not ENB. Do you think ENF price would go down if ENB announced that they were selling a portion of their holdings?
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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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Turquoise Hill Resources Ltd. (TRQ)
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
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Lundin Mining Corporation (LUN)
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Hudbay Minerals Inc. (HBM)
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Trevali Mining Corporation (TV)
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Capstone Copper Corp. (CS)
Q: I think I see an opportunity in material and mining stocks.
I own FM, HBM and TECK.B.
Could you provide three or four other names that appear have some tailwinds and any headline risk I should be aware of.
Thank you
Kyle
I own FM, HBM and TECK.B.
Could you provide three or four other names that appear have some tailwinds and any headline risk I should be aware of.
Thank you
Kyle
Q: With the recent and ongoing fire situation in B.C., do you see opportunities in any of the co's supplying softwood, or other timber products?
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CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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Maxar Technologies Inc. (MAXR)
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Enghouse Systems Limited (ENGH)
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Kinaxis Inc. (KXS)
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Open Text Corporation (OTEX)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
Q: Hi 5i,
In rebalancing my portfolio, I find that I am sadly lacking in tech stocks. At present, I have: CSU 4%, KXS 1.5%, Shop 0.4%. Could you suggest options to bring the total up to about 15% and designating whether they would be better suited for an RRIF or TFSA account? As a senior, I should be more conservative but, at the same time, I can stand some risk.
With thanks.
In rebalancing my portfolio, I find that I am sadly lacking in tech stocks. At present, I have: CSU 4%, KXS 1.5%, Shop 0.4%. Could you suggest options to bring the total up to about 15% and designating whether they would be better suited for an RRIF or TFSA account? As a senior, I should be more conservative but, at the same time, I can stand some risk.
With thanks.
Q: Hello team,
I am looking for income in energy sector? i am leaning towards a investment in more of a gas related company than oil, I believe its a better longer term bet. The two companies i am most interested in are Keyera and Altagas. They both have been trending lower lately! What is the main difference in the two companies, and which is your favourite for a 3-5 year hold. Plus could both be owned? Do they compliment each other?
Thanks,
Stephen
I am looking for income in energy sector? i am leaning towards a investment in more of a gas related company than oil, I believe its a better longer term bet. The two companies i am most interested in are Keyera and Altagas. They both have been trending lower lately! What is the main difference in the two companies, and which is your favourite for a 3-5 year hold. Plus could both be owned? Do they compliment each other?
Thanks,
Stephen
Q: What is meant by a "position". Lots of people reference half positions, but I am not sure what this means.
Q: For diversification of U.S. blue chips I have been looking at a combination of HBF and ZWH. There is about a five company overlap in holdings, HBF is not as liquid or as diversified in its holdings, is smaller in size but pays a higher dividend. Income and reduced risk are my primary objectives. What are your thoughts on HBF, would it be desirable to hold both and if you were to consider a combination what percentage would you consider?
Thank you for considering my questions
Thank you for considering my questions
Q: Would you be concerned by the large AR build up from Q1 to Q2. I understand that insurance companies take a long time to pay, but is this too long a period?
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iShares Russell 2000 Growth ETF (IWO)
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iShares MSCI EAFE Index ETF (CAD-Hedged) (XIN)
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Vanguard U.S. Total Market Index ETF (VUN)
Q: My portfolio is in need of US and global exposure. Currently I only own two US stocks FB(3%) and BAC (2.8%) I also own VEE(2.4%). Can you recommend how I can add to my US and Global exposure. Also what percentage of a portfolio would you make them? I'm 38 and a rather aggressive investor.
Q: If HLF does purchase Conner Bros. as is rumored, how do you think the market will respond?
Q: Can you please comment on the recent funding and the company going forward. Would you consider it a buy presently? Thank you.
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Photon Control Inc. (PHO)
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Knight Therapeutics Inc. (GUD)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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goeasy Ltd. (GSY)
Q: If you had $1,500.00 cash in your TFSA right now and you didn't need the money for 20 years and you could only invest in one of PHO, GUD, SHOP AT or GSY which would you invest in and why?
Q: I know you are high on this co.,and i agree it is maybe cheap, but it is now off close to 30% of it's high and sinking fast to where it was 3 years ago, i know it is still up for the year, but what is it that the market does not like about this stock?. I find that many low p/e stocks are not the stocks that you want to hold,they are cheap for some reason.
Thanks again so much.
Thanks again so much.
Q: I am a long term holder of GE, and ALA. Even-though the market has been good these stocks continue to go down.
In your opinion, should they be kept or should I take some of the gain before it dwindles away.
In your opinion, should they be kept or should I take some of the gain before it dwindles away.
Q: Any insight into why Second Cup stock price is doing so well lately? What are your thoughts on this company now?
Thanks
Linda
Thanks
Linda
Q: Hi Peter,
Can you elaborate a little on why you selected TV as a top pick...
Thanks,
David
Can you elaborate a little on why you selected TV as a top pick...
Thanks,
David
Q: do you think either of these is a buy now?
Q: Greetings 5i,
I currently hold half positions in both BCE and RCI.B (BCE for stability and RCI.B for growth). I am a fairly conservative investor, and like the telecom sector for its ability (at least in my opinion) to be somewhat defensive in more volatile markets.
In your opinion, is it worth it to hold both of these companies, or would you recommend a single holding at a full position? If the latter, which would you recommend I keep?
Thank you.
I currently hold half positions in both BCE and RCI.B (BCE for stability and RCI.B for growth). I am a fairly conservative investor, and like the telecom sector for its ability (at least in my opinion) to be somewhat defensive in more volatile markets.
In your opinion, is it worth it to hold both of these companies, or would you recommend a single holding at a full position? If the latter, which would you recommend I keep?
Thank you.
Q: Do you think negative short term trend will continue?
Q: Peter and His Wonder Team
A clarification please...I notice some small USA companies require that all BIDS and ASKS have to be in denominations of 5s or 10s. So how is it that some transaction are filled at 6,7,8 or 9? Thanks!
Dr.Ernest Rivait
A clarification please...I notice some small USA companies require that all BIDS and ASKS have to be in denominations of 5s or 10s. So how is it that some transaction are filled at 6,7,8 or 9? Thanks!
Dr.Ernest Rivait