Q: My 20 year old son has asked Santa for a book about investing this Christmas. He has a sizeable investment account, having received inheritance gifts from both his grandfather and uncle. Do you have any suggestions? Thank you.
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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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People Corporation (PEO)
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Liminal BioSciences Inc. (LMNL)
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Kinaxis Inc. (KXS)
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Open Text Corporation (OTEX)
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Premium Brands Holdings Corporation (PBH)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Savaria Corporation (SIS)
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Spin Master Corp. Subordinate Voting Shares (TOY)
Q: Peter, these are stocks that I believe you have recently suggested for growth. Some have had decent pullbacks in price. Can you please rank these, based on today's prices, for purposes of long-term capital and income gains in a TFSA. And, if you have an alternative current favourite to add, please add it to the rankings. Thank you!
Q: Can you please list the pros and cons of investing in these two REIT's ? And if you had to invest in one of them which would you choose and why?
Q: I have a portfolio consisting of mostly stocks, but also some etf's (ex IWO, ZPR, etc...) and BRK.B. Could you offer some advice on how the ETFs and conglomerate companies fit in to overall sector allocations? For example, in my case I have very little consumer discretionary exposure via stocks, but obviously some through IWO & BRK.B. I'm trying to figure out the best way to measure these for sector allocation purposes.
As always, thanks for the great service.
As always, thanks for the great service.
Q: I would like to invest in robotics both in Canada and the U.S.; could you provide some names that you think are invest-able? Thank you!
Q: What do you think of the wisdom of buying PXMV to add to my US exposure? Esp its steadiness in a Trump universe, and fees?
Q: I purchased 1000 shares HR Reit approximately 6 months ago . I am down about 6% , now wonder if I should hold, sell or add more?. I am looking for long term growth and income. Please advise, Thank you Phyl Greenaway
Q: How do you feel about VET?
Q: I have a question about xtc few headwinds here good for me to wait till bad news to come to buy or keep and hold long term thanks
Q: Hi Peter and gang,
Stock price of BAM.A had dropped by just under 10% from 3 years ago, just wondering what's happened to this stock. Would it be a hold, buy or sell now on this company? Your comments going forward would be much appreciated.
Stock price of BAM.A had dropped by just under 10% from 3 years ago, just wondering what's happened to this stock. Would it be a hold, buy or sell now on this company? Your comments going forward would be much appreciated.
Q: Hi Peter and Staff
I don't like sitting on cash and was wondering if we can expect an addition to your growth portfolio this month to utilize the cash you (and I) have from dropping BOS?
Thanks for all you do
Dennis
I don't like sitting on cash and was wondering if we can expect an addition to your growth portfolio this month to utilize the cash you (and I) have from dropping BOS?
Thanks for all you do
Dennis
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Suncor Energy Inc. (SU)
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Veren Inc. (VRN)
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Badger Infrastructure Solutions Ltd. (BDGI)
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Global X S&P/TSX Capped Energy Index Corporate Class ETF (HXE)
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iShares S&P/TSX Capped Energy Index ETF (XEG)
Q: Considering returning to oil to take a full position. I have full position on utilities,finance,IT,Consumer, Is going to oil a good idea? Which of the above would you or combination would you suggest for an initial input of $50-70K.
Your service is much appreciated,
Your service is much appreciated,
Q: Hi 5i: I want to add to my small holdings of mid-cap oil stocks when the OPEC bounce subsides. I have looked at WCP and RRX. How would you rate these - I wish to focus on light oil producers? Do you have any other suggestions - I am interested in growth not dividends? Many thanks.
Q: Re: Comment by Denis
Unilever trades under two primary symbols: UL and UN.
UL is traded on the London exchange and there are no withholding taxes. (but some minor administrative fee).
UN is also Unilever, but is traded in Amsterdam and there is Dutch witholding tax.
Hence for an RRSP or TFSA, one should always buy UL. As for a non-registered account, if the withholding tax on UN does not exceed 15% (the max foreign dividend tax credit offered by the CRA to individuals, to the best of my knowledge), it doesn't make any difference whether you purchase UL or UN.
Unilever trades under two primary symbols: UL and UN.
UL is traded on the London exchange and there are no withholding taxes. (but some minor administrative fee).
UN is also Unilever, but is traded in Amsterdam and there is Dutch witholding tax.
Hence for an RRSP or TFSA, one should always buy UL. As for a non-registered account, if the withholding tax on UN does not exceed 15% (the max foreign dividend tax credit offered by the CRA to individuals, to the best of my knowledge), it doesn't make any difference whether you purchase UL or UN.
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Gildan Activewear Inc. (GIL)
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Cineplex Inc. (CGX)
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NFI Group Inc. (NFI)
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Boyd Group Income Fund (BYD.UN)
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Magna International Inc. (MG)
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A&W Revenue Royalties Income Fund (AW.UN)
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Exco Technologies Limited (XTC)
Q: Hi Peter, Ryan, and Team, I need to top up my consumer discretionary holdings and already have close to full positions in the above stocks. Please recommend several possible purchases, or are there any of the stocks I already hold that could be overweight by a bit (excluding XTC)? Alternatively, since I don't have much US exposure, might there be a suitable ETF with decent growth? Thanks in advance.
Q: you tout yourselves as small to midcap specialists as your strengths. advice please on a couple of your favorites heading into 2017 tkx pat
Q: Hi, Can you please provide the short position in Shopify on US and CDN exchanges and if there has been a change recently. It was mentioned on another board that there seems to be a large increase in "puts" buying, last week. Thanks
Q: Hello, I currently hold BNS, CM, & SLF in my financial sector portion of my portfolio. Which would be the better addition, if either, FSZ or GWO.
Thanks
Thanks
Q: Hi All at 5i!!! I have a small portfolio with the following holdings: BAD, CSU, BMO , FTS, GWO, HR.UN, WSP. I have made money on BAD and would like to swap it out for. CSU. Could I have your thoughts on this? Would you trade another stock in the portfolio instead? I am up on all of them. Cheers and thanks, Tamara
Q: I currently hold OTC and KXS but am considering switching to EBIX, for two reasons. One is that I like the EBIX model, everything is in the insurance industry, any acquisitions can be integrated into improving existing products unlike say CSU where everything remains independent. The second, is that insurance will benefit from rising rates. I figure that rates will rise significantly in the next five years as a result of a shrinking labour force, aging population, resulting in wage inflation. The only negative is that EBIX is expensive following a stellar year. What are your thoughts.