Q: I am looking at increasing my real estate exposure. What are your thoughts on this company? What are your top suggestions in the real estate sector?
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Sonos has pulled back from the surge after the Google patent news win. What are your thoughts at these prices and can you also comment on insider activity? Thanks.
Q: Lots of questions about this one.
One argument I've heard for why the stock isn't up on the dividend news is that the dividend isn't tax efficient for US holders, who evidently own about 40% of ECN float. That coupled with the embedded gains and worry about taxes increasing has them selling now, and the CDN demand for those shares being sold isn't enough to push the stock price higher.
If this is true, it may limit the near term opportunities even after the dividend if Americans feel burned that they didn't get a good deal out of a great deal made by ECN.
That all said, I've added to my already large position due largely to management and they're proven abilities.
My 2 cents, curious what you think.
Cam
One argument I've heard for why the stock isn't up on the dividend news is that the dividend isn't tax efficient for US holders, who evidently own about 40% of ECN float. That coupled with the embedded gains and worry about taxes increasing has them selling now, and the CDN demand for those shares being sold isn't enough to push the stock price higher.
If this is true, it may limit the near term opportunities even after the dividend if Americans feel burned that they didn't get a good deal out of a great deal made by ECN.
That all said, I've added to my already large position due largely to management and they're proven abilities.
My 2 cents, curious what you think.
Cam
Q: Have followed this stock for years and never owned it I saw the G& Mail article on the recent executive change. Do you expect this event significant enough to purchase the stock, thinking that the pace of acquisitions will pick up ? Thanks Derek
Q: Hello 5i extraordinaries!
I am down 30% on APPS and while I realize August has been hard on growth performers should I be concerned? Do you know of any material reasons why? Are you still bullish on it?
Many thanks for helping us all sleep at night!
I am down 30% on APPS and while I realize August has been hard on growth performers should I be concerned? Do you know of any material reasons why? Are you still bullish on it?
Many thanks for helping us all sleep at night!
Q: Hi 5i,
Would you sell DND for ECN today for a 1 - 2 year hold?
Would you sell DND for ECN today for a 1 - 2 year hold?
Q: Hello 5i, Could you comment on when the takeover of score by Penn State will occur. Also as I own The Score what do you think would be the best option - Sell now or take the shares in Penn State. Also do you think there could be a competing bid?
Q: There is an in depth article on Knight, Samira Sakhia and Jonathan Goodman in yesterday's Globe and Mail. Would you post it for me? Not sure how:).
Very important info for Knight faithful (like me!).
Very important info for Knight faithful (like me!).
Q: With the London Stock exchange essentially being flat for the last 20 years is there a good global equity fund that could capitalize on he underpermorance.I am thinking Maw120 or RBF 1370. Thx
Q: Seems to be getting sold off ,despite decent results and guidance.Is this sector weakness and a buying opt to add?
Q: This stock has recently been brought to my attention. Could I get your thoughts?
Thanks, Lesley
Thanks, Lesley
Q: Hi folks
Iron ore is plummeting. Im thinking of selling then getting back in when demand starts to pick up again. It is in a non registered account and part in my TFSA. Or do you feel this may be short lived and just hang in for the dividend?
Much thanks
Iron ore is plummeting. Im thinking of selling then getting back in when demand starts to pick up again. It is in a non registered account and part in my TFSA. Or do you feel this may be short lived and just hang in for the dividend?
Much thanks
Q: For a tax loss sale of SU today, what would be your suggestions as proxies for the next 30 days?
Q: Following up on my question on SVM, who would you recommend as an alternative in this space? Thanks
Q: Hi 5i, pls comment on their 2nd qtr results pls. Looks like the market didn't approve.
Thx.
Thx.
Q: Watched a very interesting interview with an analyst on BNN yesterday making the case for therapeutics as the way forward for battling new Covid variants (as opposed to MRNA booster shots). Made interesting points and suggested a few stocks. Two are very small but SRNE is a reasonably sized Co. What does the book look like for this one?
TIA
TIA
-
VIQ Solutions Inc. (VQS)
-
CTS Corporation (CTS)
-
Tenet Fintech Group Inc. (PKK)
-
Magnet Forensics Inc. Subordinate voting shares (MAGT)
Q: VQS jumped after that Alta Fox report a few months ago, but has fallen back a little. Do you like VQS now that it has come down a little, and do you see it as a stock that has long-term potential to out perform (or do you like some other small/mid cap companies better e.g. SYZ)
Q: What are you thoughts on Accenture's business (ACN)? Seems to be steadily growing over the years, and has seen alot of share price appreciation since Covid. Could you provide your insight on earnings, moats, management, growth, future runaway etc.? Thanks as always
Q: Hello
With the current chip shortages, what is your view on Lam Research.
Is it a good hold for the next 5 yrs ? And at what price do you consider a good entry point? Or would you rather recommend another semi conductor company?
I hold TRP and I want to know if you see it as a good hold as an income stock?
What is your general view on the company going forward.
Thank you
With the current chip shortages, what is your view on Lam Research.
Is it a good hold for the next 5 yrs ? And at what price do you consider a good entry point? Or would you rather recommend another semi conductor company?
I hold TRP and I want to know if you see it as a good hold as an income stock?
What is your general view on the company going forward.
Thank you
Q: Out of curiosity, if you've maxed out your TFSA contributions, had gains and withdrew, say $100,000, are you allowed to put back $100,000 the next year or only the max contribution allowance?
Thanks
Dave
Thanks
Dave