Q: I was looking for the makeup of their last couple of years' distribution but their website had nothing. Can you help please? Specifically, I'm curious if it was all return of capital. Thanks a lot as usual.
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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 own full positions (5%) in both these companies. In a portfolio of 23 companies, Is there a reason to own both?
If not which would you prefer, or is there one or two better cyclicals?
If not which would you prefer, or is there one or two better cyclicals?
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WSP Global Inc. (WSP)
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FirstService Corporation (FSV)
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Magna International Inc. (MG)
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Thomson Reuters Corporation (TRI)
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BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ)
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Nutrien Ltd. (NTR)
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Waste Connections Inc. (WCN)
Q: Further to my question of March 19, I have received the funds which represent 15% of my non registered account ( and 7.5 % of total portfolios).
I have added the hedged ZQQ to the list as I have no tech exposure in any portfolio and have a US property being 20% of my total assets, thus providing adequate currency diversification.
I used one third of the new funds to purchase BAM and am now looking for the next 2. Your suggestion and reasons are appreciated. Derek
I have added the hedged ZQQ to the list as I have no tech exposure in any portfolio and have a US property being 20% of my total assets, thus providing adequate currency diversification.
I used one third of the new funds to purchase BAM and am now looking for the next 2. Your suggestion and reasons are appreciated. Derek
Q: The Globe reported a big increase in GSY short interest today. Do you think that holders of the sub receipts are shorting as a tactical move, knowing they can cover when the sub receipts convert to shares? You often recommend GSY so I assume you would be OK buying into this (temporary) price decline.
Q: Hello 5i
Could I have your current assessment of Levi Straus please? Also how does it compare to Lulu and you there in the retail clothing space?
Thank you
Dave
Could I have your current assessment of Levi Straus please? Also how does it compare to Lulu and you there in the retail clothing space?
Thank you
Dave
Q: why are the shares in each company down?. is it because the mkt feels the merger with Kansas will be denied for both companies? . for the long haul do you feel this drop presents a buying opportunity for either company regardless of any merger? thanks Richard
Q: This company seems to be making money with a pipeline of future licenses, eg UK pending ... your thoughts please
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Kansas City Southern (KSU)
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Canadian National Railway Company (CNR)
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Canadian Pacific Kansas City Limited (CP)
Q: So what do you think about the CNR's outbidding of CP for KSU?
Q: Good Day
Today CNR fell more than 7%. The drop is attributed to the failed bid of CNR for Kansas City Southern.
Can you please comment how this failed bid will impact CNR’s earnings going forward. ? At today’s level of $138 is the stock attractive ? Would you add or hold at this level?
Today CNR fell more than 7%. The drop is attributed to the failed bid of CNR for Kansas City Southern.
Can you please comment how this failed bid will impact CNR’s earnings going forward. ? At today’s level of $138 is the stock attractive ? Would you add or hold at this level?
Q: what am i missing with goeasy.
last week it was up 22 dollars as the market loved their deal and the financing.
yesterday it was upgraded to top pick by an analyst with a 169 target.
today its down 10 bucks.
is it something to do with the cdn budget that i missed.
dave
last week it was up 22 dollars as the market loved their deal and the financing.
yesterday it was upgraded to top pick by an analyst with a 169 target.
today its down 10 bucks.
is it something to do with the cdn budget that i missed.
dave
Q: Are you followers of David Rosenburg? He is playing the contrarian and is foreshadowing gloomy times ahead - not too distant. Recently, in the National Post he reinforced his current analysis with his prior track record of seeing what others didn't. What do you think?
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Alphabet Inc. (GOOGL)
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NVIDIA Corporation (NVDA)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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goeasy Ltd. (GSY)
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Veeva Systems Inc. Class A (VEEV)
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Brookfield Asset Management Inc Class A Limited (BAM)
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CrowdStrike Holdings Inc. (CRWD)
Q: What are your Top 3 cad and top 3 US stocks regardless of sectors /risk. please provide brief explanation as why you like them Thanks for your recommendations they are much appreciated
Q: On each of your 3 portfolio pages you have a section for "Annualized Returns" . Could you define and explain how they are calculated - I am stumped as to how to do this calculation for my own results.
Thank you
Thank you
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MercadoLibre Inc. (MELI)
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StoneCo Ltd. (STNE)
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PagSeguro Digital Ltd. Class A (PAGS)
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iShares MSCI Brazil ETF (EWZ)
Q: How would you rate these firms/etfs from a growth potential, financial well-being and diversification perspective. My portfolio is currently 40% MAW104 with bank, insurance, pipeline, and telecom stocks making up the remainder.
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BCE Inc. (BCE)
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Enbridge Inc. (ENB)
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Pembina Pipeline Corporation (PPL)
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Keyera Corp. (KEY)
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Brookfield Property Partners L.P. (BPY.UN)
Q: Following up on my question from this morning, you suggested as "high dividend payers" a few companies that have comparatively low dividends to LIF or FSZ. They aere T (4.83%), AQN, (3.9%), NPIU (2.75%). I don't think these qualify as "high dividend payers". I acknowledge they may be better choices from a growth perspective, but I am looking specifically for companies with a high dividend (over 6% for sure), if any other than FSZ (on my radar!) and LIF (I own this) can be suggested. Growth is not important to me for this aspect of my portfolio. I am looking for companies you might suggest that have a dividend that you think is reasonably safe.
Thanks! Paul
Thanks! Paul
Q: Which one and why for a TFSA ? Thanks.
Derek.
Derek.
Q: Good morning!
In a recent answer you mentioned LIF (Labrador iron Ore Royalty Corporation) by noting:
"For the 'high dividend' category we would consider it one of the better options."
Could you perhaps name a few others that are high dividend payers where you feel the dividends are reasonably secure? (I already have positions in ENB, BCE, PPL, and SIA)
Thanks! ... Paul
In a recent answer you mentioned LIF (Labrador iron Ore Royalty Corporation) by noting:
"For the 'high dividend' category we would consider it one of the better options."
Could you perhaps name a few others that are high dividend payers where you feel the dividends are reasonably secure? (I already have positions in ENB, BCE, PPL, and SIA)
Thanks! ... Paul
Q: I have quite a few companies that trading well above
There normal p/e
Like Medtronics ,I’m starting to think
Selling the lofty ones and sit in a little more cash
And wait for all this to normalize
The example I’m using, over 10 years is around
25 p/e and now trading at 58 p/e
That info comes from Rbc investing
What are your thoughts
Thanks
There normal p/e
Like Medtronics ,I’m starting to think
Selling the lofty ones and sit in a little more cash
And wait for all this to normalize
The example I’m using, over 10 years is around
25 p/e and now trading at 58 p/e
That info comes from Rbc investing
What are your thoughts
Thanks
Q: HD has had quite a run since it pulled back earlier this year along with the other "COVID-19 beneficiary" stocks and recently broke US$320 a share for the first time ever. It is not clear to me that this rapid run is supported by the underlying fundamentals. Would you recommend investors hold their full position or consider taking some money off the table? (assuming an ordinary portfolio weighting in a portfolio of 30 stocks)
Q: If one holds KL at a loss, would it be wise to harvest a tax loss and purchase KRR to retain exposure to gold? AEM & MMX would be the other gold holdings.