Q: Is there a Link for Peter's BNN Interview yesterday? Thanks! Austin
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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: Any news moving NTR today?
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Vanguard FTSE Emerging Markets ETF (VWO $53.55)
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SPDR EURO Stoxx 50 ETF (FEZ $61.51)
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Vanguard International High Dividend Yield ETF (VYMI $84.20)
Q: Hello 5i,
your portfolio analysis says that i am over 15 percent in my Canadian a;llotment and under 14 percent im my international allocation. I am thinking about addressing this at the moment and wondered whether it is a good time to do this? I would be selling Canadian and possibly US stocks to do it. if this is an opportune time to do this, should I use the above etf's or supplement them with something else? My portfolio is quite bananced. I suppose many of the stocks I own could count for international exposure, too but I don't know how to calculate that. So, the question boils down to whether this is a good time to invest internationally, where to do it, if it is and under what etf?
thanks
your portfolio analysis says that i am over 15 percent in my Canadian a;llotment and under 14 percent im my international allocation. I am thinking about addressing this at the moment and wondered whether it is a good time to do this? I would be selling Canadian and possibly US stocks to do it. if this is an opportune time to do this, should I use the above etf's or supplement them with something else? My portfolio is quite bananced. I suppose many of the stocks I own could count for international exposure, too but I don't know how to calculate that. So, the question boils down to whether this is a good time to invest internationally, where to do it, if it is and under what etf?
thanks
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NVIDIA Corporation (NVDA $178.19)
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IREN Limited (IREN $41.86)
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Nebius Group N.V. (NBIS $107.70)
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TSS Inc. (TSSI $17.66)
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CoreWeave Inc. (CRWV $120.34)
Q: hi folks, with Nvidia's $100B investment in A.I. .....besides the obvious players like Coreweave, Nebius, Glxy, Tssi, etc...can U recommend any smaller players, flying under the radar, that 5i like/hold....or would you stick with, and add to the main players...thanks as always, jb
Q: Assessment of this? How do you rate the risk/reward potential?
Q: Hi 5i,
What would you recommend as the least risk and biggest reward for older people with TFSA accounts and shorter time horizons - not 20-30 years. Banks? Utilities? Insurance? Cash??
kc
What would you recommend as the least risk and biggest reward for older people with TFSA accounts and shorter time horizons - not 20-30 years. Banks? Utilities? Insurance? Cash??
kc
Q: Hi 5i Team - Could you provide an update on TKO Holdings and its fundamentals. Will the recent merger give it more opportunities for growth and does it have the capital to move forward...or is there a possibility of raising more. Are there any other companies in this space that would be interesting and worth taking an initial position.. Thanks.
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goeasy Ltd. (GSY $174.01)
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Vitalhub Corp. (VHI $11.23)
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Axon Enterprise Inc. (AXON $708.84)
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MDA Space Ltd. (MDA $33.79)
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Limbach Holdings Inc. (LMB $93.01)
Q: Please state which of these would be a buy at today's prices and if not, where you would target entering a new position. Also please rank based on potential for 12 year gains from today's (or tomorrow if you reply Thursday).
Q: How significant is the force majeure news for Freeport?
Jerry
Jerry
Q: Hi,
Usually I don't ask about small daily moves but any news about why AXON is down 9% today? I can't find anything specific. Volume doesn't seem too significant on the selloff today. The only news I see are a new overweight weighting by Piper Sandler and a new acquisition announced yesterday. I'm up 137% gain in this name and I like the long term story, although at 106X PE and 18X PS, its on the higher end of its valuation average. Its at a 3% weight in my portfolio and I usually just like to hold long term growth compounders instead of trading in and out of them. Thoughts on adding more here or just hold? Thanks!
Usually I don't ask about small daily moves but any news about why AXON is down 9% today? I can't find anything specific. Volume doesn't seem too significant on the selloff today. The only news I see are a new overweight weighting by Piper Sandler and a new acquisition announced yesterday. I'm up 137% gain in this name and I like the long term story, although at 106X PE and 18X PS, its on the higher end of its valuation average. Its at a 3% weight in my portfolio and I usually just like to hold long term growth compounders instead of trading in and out of them. Thoughts on adding more here or just hold? Thanks!
Q: What is the average P/e over the last 10 years and what is it today?
I am trying to decide whether to take advantage of its price drop to add to its position in my Tfsa.
I am trying to decide whether to take advantage of its price drop to add to its position in my Tfsa.
Q: I have held this stock for a few years, and by some of the news letters which show up, I am confused , can you check out this stock and are they ever going to go into production.
Thanks Jim.
Thanks Jim.
Q: I'm looking to de-risk some of my portfolio. My question is on RSI. I realize it is boring and it's been 13 years since their last dividend raise.
Recognizing that, during any potential "long recession", can you give me a rough idea how safe their dividend would be relative to Canadian blue chip banks, pipelines, insurance companies and telecoms ? How well could they sustain their payout?
Would your opinion change in any way if that recession had stag-flation? I do already have some gold and commodities to hopefully hold me up in that regard.
Recognizing that, during any potential "long recession", can you give me a rough idea how safe their dividend would be relative to Canadian blue chip banks, pipelines, insurance companies and telecoms ? How well could they sustain their payout?
Would your opinion change in any way if that recession had stag-flation? I do already have some gold and commodities to hopefully hold me up in that regard.
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Loews Corporation (L $100.30)
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Dollarama Inc. (DOL $184.60)
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Intact Financial Corporation (IFC $263.60)
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Metro Inc. (MRU $92.20)
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $79.68)
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Toromont Industries Ltd. (TIH $154.52)
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Alimentation Couche-Tard Inc. (ATD $72.64)
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Premium Brands Holdings Corporation (PBH $91.78)
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goeasy Ltd. (GSY $174.01)
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Vanguard U.S. Dividend Appreciation Index ETF (VGG $102.14)
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EQB Inc. (EQB $93.17)
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FirstService Corporation (FSV $189.70)
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Thomson Reuters Corp (TRI $157.02)
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Core Natural Resources Inc Com (CNR $82.80)
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GFL Environmental Inc. Subordinate no par value (GFL $46.63)
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TFI International Inc - Ordinary Shares (TFII $88.80)
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Brookfield Corporation Class A Limited Voting Shares (BN $95.34)
Q: I am constructing a dividend growth portfolio with the intention of holding all positions for the longterm, holding the following equities in equal weight (likely only one of MRU or L - or should I include both?), with 80% of the portfolio consisting of these individual equities and 20% in the ETF VGG.
Would there be any in this list you would not include, and are there other Canadian equities you would consider for this list? Is this the appropriate number of positions for such a portfolio. Please deduct multiple credits as required, thank you.
Would there be any in this list you would not include, and are there other Canadian equities you would consider for this list? Is this the appropriate number of positions for such a portfolio. Please deduct multiple credits as required, thank you.
Q: I am thinging of buying , what is your take on this stock.
Jim.
Jim.
Q: Can I please have your views on BRKR? Thanks.
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Manulife Financial Corporation (MFC $42.89)
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EQB Inc. (EQB $93.17)
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VersaBank (VBNK $17.66)
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Real Matters Inc. (REAL $7.30)
Q: I have the above listed Canadian Stocks in my stock portfolio. Please rate each one as a Buy, Sell or Hold and the your reasons for your rating.
Q: Peter; What do you make of the “ridiculous”? price targets of $82.00 yesterday and $78.00 this am. Seems way out there? Thanks.
Rod
Rod
Q: I see no questions on PRCT. Can you please provide your opinion?
Q: The corporate announcement says zero more or less as expected while the share price has almost doubled, in tandem with a significant rise in the Cdn owned copper miners and a more or less equal fall in the US miners. What goes on? Please and thank you.