Q: I have held CN for years. I am considering selling some if not all and perhaps buying CNQ with the proceeds. What is your opinion and would you suggest another stock rather than CNQ?
Q: I have owned Altagas for about a year now and have been very happy with the growth so far _ app 30% for me. However now I am beginning to wonder if it has gone up too much and now the only way to go is down?? What are your views on its potential for the next 18 months? Is there some sort of expansion of operations upcoming?
Q: After signing up to the Portfolio Tracking & Analysis, ( excellent service, Thanks!)
I need to increase my holdings in the Health care sector and Consumer Defensive industry
US and Can exposure.
Your suggestions are appreciated.
Thank You 5i Team
Heidi
Q: Looking to transfer gic due in November to a suitable “cash” vehicle with at least 4.5% dividend and low risk. Does dvx qualify or do you have a better alternative(s)? Thanx.
Q: Lots of good Q&A lately on parking short term cash.
I have $100K to invest. Are one of these more suitable than the others for quickly withdrawing an amount as required when I want to purchase stocks or equity ETF's?
Would you feel comfortable putting the whole amount in any one of these, or is it best to diversify a bit?
Do you have a recommended USD version(s) for my USD account ?
Q: Cash flow this time last year was 52 million and is now 162 million according to 5i. Dividends account for 90 million. What position size would you be comfortable with ?
Q: does ASPN have a patent on its thermal barrier technology? are there any competitors that provide the same equipment to EV manufacturers? what is the forecast EPS for 2024 and 2025 ? what 3 metrics do you use to value ASPN is ASPN reliant on any one company for revenues? is the balance sheet strong? thanks Richard
Q: Where is the trade rationale for 5i portfolio moves archived on the website? Also your Growth Portfolio still has August stats and the others have had Sept. for some time...
Q: In June this year you named this company as one of your favorite cyclicals. I didn't buy it but it has dropped significantly since then. I am considering buying it now as it looks like EPS has exceeded expectations for at least the last 4 Q's. Would you still consider it a buy or have fundamentals changed? Thank you. John
Q: I know you prefer to purchase US stocks in US currency. Does this apply to US Bond ETFs as well? Further, I'm trying to determine the percentage of corporate and government bonds to purchase (15%). Is the risk/reward associated with each type of bond ETF very different? I'm assuming that corporate bonds are riskier than government. Any insight or resources that could give me guidance would be appreciated. I appreciate any help you can provide.
Q: Just finished reading both questions and your report on CPH ..... I don't see any resemblance between your report and the current company .... Could you give me the " Cole's Notes " review of the state of the current company ? What's positive in the pipeline ? What's negative ? I see the failure of the nail fungus drug initially dropped the stock $5 but it has recovered since. Does that mean the drug is not dead ? Thanks for your terrific service ..... { any plans to update that report ? }
Q: Portfolio Analytics has suggested I reduce of my exposure in the Financial Services sector. My holdings consist of ACGL and BN at a full position plus AD.UN, BNS, and TD at a 1/2 position each.
My thought is to reduce BN to a half postion and sell AD.UN (after the current uptrend). I would keep ACGL for its International exposure and diversification. The banks, I just consider a long term hold
Is a full position of ACGL too high?
Is there a suggested balance amongst the subsectors?