Q: You mentioned this morning that "Roughly half of Manulifes business is exposed to China". I used to work for them in Asia x 10 years until last year. They own 49% of their joint venture IN China, but I don't believe anywhere near half of their global business is exposed to China. I stand to be corrected but I would guess the number is more like 5-10%.
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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: I have a question about 956
Good Morning. I think it’s time to sell Algonquin ( albeit about 6 months late) I was initially going to ask for a proxy but now with its prospects doubt I ever buy it back. With a long time frame and no restrictions on sector/ risk etc can you suggest 2 high conviction names please.
Thank you
Good Morning. I think it’s time to sell Algonquin ( albeit about 6 months late) I was initially going to ask for a proxy but now with its prospects doubt I ever buy it back. With a long time frame and no restrictions on sector/ risk etc can you suggest 2 high conviction names please.
Thank you
Q: I'm looking to boost yield while keeping a position in CDN oils (Diversified Rif account). I am up on CNQ and am thinking of a switch to GXE. Acknowledging the difference in mkt cap, are there other material risks of this switch. Wondering if Gears high yield is a warning sign
Q: Good morning all at 5i!!
I hold both having just purchased capital power a little while ago. I have held Algonquin for a long time. Should I sell Algonquin shares and buy more Capital power, or keep both since they are held in different portfolios???
Cheers,
Not liking the snow.. Tamara
I hold both having just purchased capital power a little while ago. I have held Algonquin for a long time. Should I sell Algonquin shares and buy more Capital power, or keep both since they are held in different portfolios???
Cheers,
Not liking the snow.. Tamara
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Manulife Financial Corporation (MFC)
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Magna International Inc. (MG)
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Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
Q: Peter; Minister Joly has basically warned Canadian companies to expect upcoming government positions on China and to be “ clear eyed” when doing business there. Are there any companies, already doing business there, that might be affected? Thanks
Rod
Rod
Q: Hi, Among the three which one would you choose? Fluor seems to have some large projects in the pipeline..Thx. Shyam
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Twilio Inc. Class A (TWLO)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
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Unity Software Inc. (U)
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Upstart Holdings Inc. (UPST)
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Affirm Holdings Inc. (AFRM)
Q: Hello 5i,
I own all the above stocks and have ridden them up and down in this market, so my risk tolerance is fairly high.
Could rank them for future growth and survivability? Also, If I were to consolidate the five into two or three what might you recommend?
Thank you
Dave
I own all the above stocks and have ridden them up and down in this market, so my risk tolerance is fairly high.
Could rank them for future growth and survivability? Also, If I were to consolidate the five into two or three what might you recommend?
Thank you
Dave
Q: I sold above today as part of tax loss harvesting. What would be good substitutes for them if I still want exposure to these markets (my cash position is in US dollars). Or would you recommend waiting out 30 days to repurchase VEU and VWO?
Q: Why did CDE fall 9% today (Friday Nov 11th)? Would you recommend owning this? Between CDE and HL, which one would you prefer and why?
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iShares S&P Global Consumer Discretionary Index ETF (CAD-Hedged) (XCD)
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BMO Equal Weight US Health Care Hedged to CAD Index ETF (ZUH)
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BMO Equal Weight Industrials Index ETF (ZIN)
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iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ)
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Vanguard U.S. Total Market Index ETF (VUN)
Q: Hello,
I need to sell approximately $100,000 from my Unregistered account. I am trying to hold off as long as possible. Looking for your suggestions on which of the listed ETF's I should sell or should I sell a certain percentage from each one given where the market is now and where it might be going? If Industrials or Health care, etc. are projected to go higher then I obviously want to sell out from some other sectors.
Thanks for your great service. It was much easier to stay the course with my diversified portfolio and Portfolio Analytics keeping me on track.
I need to sell approximately $100,000 from my Unregistered account. I am trying to hold off as long as possible. Looking for your suggestions on which of the listed ETF's I should sell or should I sell a certain percentage from each one given where the market is now and where it might be going? If Industrials or Health care, etc. are projected to go higher then I obviously want to sell out from some other sectors.
Thanks for your great service. It was much easier to stay the course with my diversified portfolio and Portfolio Analytics keeping me on track.
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Royal Bank of Canada (RY)
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Bank of Montreal (BMO)
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Bank of Nova Scotia (The) (BNS)
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Hamilton Enhanced Canadian Bank ETF (HCAL)
Q: The financials segment of my RRIF consists of BMO, BNS, RY with a 25 % total portfolio weighting.
I am looking at selling the 3 and replacing them with HCAL. Believing in the long term growth and security of the Canadian banks , I see this move as providing both higher stock price movement with its 1.25 leverage and higher dividend yield. I see the disadvantages being a nearly 1.00 % MER and greater lose potential in a falling market.
Am I missing any other advantages/ disadvantages ? Would you recommend replacing bank stocks with this ETF and why ?
Thanks
Derek
I am looking at selling the 3 and replacing them with HCAL. Believing in the long term growth and security of the Canadian banks , I see this move as providing both higher stock price movement with its 1.25 leverage and higher dividend yield. I see the disadvantages being a nearly 1.00 % MER and greater lose potential in a falling market.
Am I missing any other advantages/ disadvantages ? Would you recommend replacing bank stocks with this ETF and why ?
Thanks
Derek
Q: Time to take profits on this or time to average up?
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Humana Inc. (HUM)
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UnitedHealth Group Incorporated (DE) (UNH)
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Molina Healthcare Inc (MOH)
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Centene Corporation (CNC)
Q: Can you give me a couple of names of direct competitors to United Health.
Thanks Valter
Thanks Valter
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ASML Holding N.V. (ASML)
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Ultra Clean Holdings Inc. (UCTT)
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CrowdStrike Holdings Inc. (CRWD)
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Magnet Forensics Inc. Subordinate voting shares (MAGT)
Q: I have capital gains from early in 2022 that can be offset by capital losses. I have losses in the following stocks. Of these pairs which would you sell to offset the gains? UCTT or ASML; CRWD or MAGT; SLF or BNS or POW.
Q: In response to Dan about buying non TD ETF's at TD brokerage, I had the same problem back in July, and threw in the towel. I moved to National Bank, where all my trades are free, both ways, and I can buy any ETF I want. The only downside with National, is their quotes are delayed by 15 min., so in a fast moving market I would open another window where I have instantaneous quotes, compare, and problem solved. TD sucks!
Q: Hi 5i Team,
Pls give your assessment on Pfizer, this stock looks very cheap with a very low p/e and 3% plus dividend. what do you think of this company going forward, is it a buy, hold or sell?
Thank you for your help as always.
Pls give your assessment on Pfizer, this stock looks very cheap with a very low p/e and 3% plus dividend. what do you think of this company going forward, is it a buy, hold or sell?
Thank you for your help as always.
Q: Good day, please what is the short position on Syz and is it significant
Thank you
Thank you
Q: Recall my comment last week that TD will not let me buy HSAV or many other high-interest savings ETfs. It seems I can buy "similar" EFTs if they are in US$ like HYGH for example. I have some funds in a USD trading account with the Greed Machine and thinking of a short investment in HYGH but I noticed it wasn't mentioned in the ETF and Mutual Fund article on the subject. Is this reasonable place to park some money until say January or so. I am just trying to obtain a positive return. Better suggestions are most welcome. Thanks, Dan
Q: hi folks, opinions on Q results for Sangoma stc/t....no position yet but on radar...stay on the sidelines, or, ok to start a position...thanks as always, jb Piedmont QC
Q: Hello 5I,
Considering the huge drop again on Friday is this just an over reaction or has something fundamentally changed? Do you see this after significant value long term or move on?
Thanks
Considering the huge drop again on Friday is this just an over reaction or has something fundamentally changed? Do you see this after significant value long term or move on?
Thanks