Q: Western Forest Products is dropping substantially while Canfor and Interfor have been going up. Also the daily trading volume for WEF has increased. Any ideas about why?
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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: Which stocks in the Income Portfolio would likely underperform in a rising interest rate environment?
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iShares Russell 2000 Growth ETF (IWO)
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iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ)
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Vanguard Dividend Appreciation FTF (VIG)
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SPDR S&P 500 ETF Trust (SPY)
Q: I am looking for your opinion on tech weighting. My USA exposure is currently VIG, SPY and IWO. ( 40-40-20%). This puts me a bit underweight tech relative to the overall USA market ( and globally in my portfolio). I've had in my "plan" to shift a small amount of spy and vig to xqq to get my tech allocation up from low teens to high teens.
So long way to ask: Is now a good time to add XQQ or has the run been too good to keep going.
So long way to ask: Is now a good time to add XQQ or has the run been too good to keep going.
Q: For a TFSA, long-term outlook, growth potential is primary with valuation a secondary consideration, which one would you add first? Am patient and can wait for more of a pull back, can you please provide an attractive entry point for each? Thank you for all your insights and advice.
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WSP Global Inc. (WSP)
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Thomson Reuters Corporation (TRI)
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goeasy Ltd. (GSY)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Topicus.com Inc. (TOI)
Q: Similar to the previous question posted for US stocks. Could you please provide your top 6 CAD picks regardless of sector?
Q: Do you recommend buying IPO DTOL?
Q: I have recently learned that the Kyndrel spinoff has been finalized. I have a position in IBM, so I expect I will be receiving some Kyndrel shares. Should I hold or sell these and buy more shares of IBM? I am a patient investor and understand the turnaround at IBM may take some time still.
My stake in IBM is in a dividend-focused portfolio with a risk profile similar to that of the 5i Income Portfolio (though holdings differ). Thank you.
My stake in IBM is in a dividend-focused portfolio with a risk profile similar to that of the 5i Income Portfolio (though holdings differ). Thank you.
Q: I have a half position in each, but I have a double on KRR while KL languishes at break even. I'm tempted to sell KL and buy KRR for better return potential. Alternatively, sell KL and buy MMX. May I have your thoughts?
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Granite Real Estate Investment Trust (GRT.UN)
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Information Services Corporation Class A Limited Voting Shares (ISV)
Q: May I have your comments on earnings please. Super service!
Q: Hello,
Can you please comment on GOOS's quarterly results?
Thanks!
Can you please comment on GOOS's quarterly results?
Thanks!
Q: Good day,
It seems your outlook on ANET has changed from Nov 2nd to Nov 5th, going from ‘not that compelling’ to a strong US idea. Can you give some context pls. Thx as always for terrific service
It seems your outlook on ANET has changed from Nov 2nd to Nov 5th, going from ‘not that compelling’ to a strong US idea. Can you give some context pls. Thx as always for terrific service
Q: Hello 5i,
What is your opinion of UROY, Uranium Royalty Corp., as an investment in the uranium space? Do you have a preferred stock in the area? Thank you. cheers
What is your opinion of UROY, Uranium Royalty Corp., as an investment in the uranium space? Do you have a preferred stock in the area? Thank you. cheers
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Salesforce Inc. (CRM)
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Constellation Software Inc. (CSU)
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Kinaxis Inc. (KXS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Atlassian Corporation (TEAM)
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Veeva Systems Inc. Class A (VEEV)
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The Trade Desk Inc. (TTD)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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CrowdStrike Holdings Inc. (CRWD)
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Topicus.com Inc. (TOI)
Q: Thanks for your insights in structuring the TFSA for 2022 and going forward, dated October 26, 2022. To transition to the new "alignment", I will need to transfer a number of Technology stock positions, see above, to a trading account, or sell....and I would like your take on this matter as the intention is to transition is DSG and NVDA.
The present TFSA is tilted, well more than that, like 45% + to tech positions, including VEEV. As the TFSA is tilted to growth-eee positions which ones would be better now held in a trading account, aka lower growth going forward....or if there are any that are no longer high conviction, please let me know....Thanks for all the sound/solid insights......Tom
The present TFSA is tilted, well more than that, like 45% + to tech positions, including VEEV. As the TFSA is tilted to growth-eee positions which ones would be better now held in a trading account, aka lower growth going forward....or if there are any that are no longer high conviction, please let me know....Thanks for all the sound/solid insights......Tom
Q: I’m getting a bit Descartes valuation. P/E of around 80 for 20-25% earnings growth going forward. Am I better to switch to Google for a five year hold, just in terms of share price gain potential? Thx.
Q: Hi Peter/Ryan if you could only buy 1 of these due to limited cash available which one would it be as an overall better pick for a TFSA. Thanks
Q: Would you endorse selling VQS and buying back in 30 days?
Thanks for your service?
Thanks for your service?
Q: Hi Peter, Ryan, and Team,
I’m overweight in Consumer Cyclical, and need to raise some cash for an underweight sector. Between CCL.B and MG, please rank them in order to sell a partial position. I like them both, so this is a tough decision! Thanks in advance for your assistance.
I’m overweight in Consumer Cyclical, and need to raise some cash for an underweight sector. Between CCL.B and MG, please rank them in order to sell a partial position. I like them both, so this is a tough decision! Thanks in advance for your assistance.
Q: Between these two which might offer the best opportunity for growth over the next 5 years or so
gm
gm
Q: Earnings beat but MITK has sold off... buying opportunity or is there something in the earnings report that says caution?
Q: Hi 5i
As the banks increase their dividends will ZEB automatically increase the monthly payout? Thanks
As the banks increase their dividends will ZEB automatically increase the monthly payout? Thanks