Q: THE REAL ESTATE AND UTILITY SECTION OF MY PORTFOLIO INCLUDES THE ABOVE. I AM A LONG TERM HOLDER AND AM CONSIDERING REDUCING THIS EXPOSURE BECAUSE OF THE IMPENDING POSSIBLE RATE INCREASE, AND REPURCHASING SOME AFTER A SUBSEQUENT DECLINE. ALSO INCREASING MY INFRASTRUCTURE EXPOSURE WITH BIP.UN. WHICH OF THE FOREGOING WOULD YOU RECOMMEND SELLING AT THIS TIME REGARDLESS OF WHETHER OR NOT THEY ARE REPURCHASED LATER? WHAT IS YOUR OPINION OF A SWITCH TO BIP.UN FROM H? THANK YOU FOR YOUR CONTINUED ADVICE.
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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: Hi Peter and Team,
In your answer to Helen, you said: Generally, we prefer to sell the stocks that have underperformed, preferring to keep strength rather than hope for a recovery."
Since we're down substantially with XTC, and it's held in a margin account where I could claim a tax loss, would this one be in the same category as your answer? Is XTC a case of "good company, bad stock"?
Thanks in advance.
In your answer to Helen, you said: Generally, we prefer to sell the stocks that have underperformed, preferring to keep strength rather than hope for a recovery."
Since we're down substantially with XTC, and it's held in a margin account where I could claim a tax loss, would this one be in the same category as your answer? Is XTC a case of "good company, bad stock"?
Thanks in advance.
Q: NBZ has announced a decrease in their dividend and has also announced a "substantial issuer bid" for $4.00. What does this mean for a small shareholder such as myself?
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Canadian National Railway Company (CNR)
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Methanex Corporation (MX)
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Stella-Jones Inc. (SJ)
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TFI International Inc. (TFII)
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Badger Infrastructure Solutions Ltd. (BDGI)
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Russel Metals Inc. (RUS)
Q: I am trying to high grade my portfolio and looking 2-3 yrs out for total return, would you swap the stocks in the following 3 scenarios or would you stay put. 1. TFI for CNR, 2. MX for SJ, 3. Bad or RUS for SIS. A small explanation as to why would be appreciated. Thanks and keep up the fantastic work.
Q: I have ACQ with a big loss and am thinking that I should sell and buy either KBL or NWC (keeping in the consumer space). Thinking 2 yrs out, would this be a good idea? If yes, would there be a better replacement than KBL or NWC
Q: Hi Peter and Ryan,
If you could only own shares of one company, which would you choose Savaria (SIS) or CRH Medical (CRH). Why ?
As always keep up the great work !!
Dave
If you could only own shares of one company, which would you choose Savaria (SIS) or CRH Medical (CRH). Why ?
As always keep up the great work !!
Dave
Q: AGT has dropped in the past 2 weeks...can't seem to find reason for sudden drop...any thing i' m missing that your aware of???
Q: I am currently trying to diversify my portfolio with US and international exposure.I know you or i do not like fees but i have no experience in this area and you do not provide a US model so i am asking your opinion on investing in a hedge fund or looking at funds like Cambridge in particular provides but at a 2.45 mer.Please help me in my goal to diversify my RRSP
Q: Hello 5i team,
Please remind me of your rationale for exiting FM last year. With the current sector rotation to economically sensitive stocks, are you thinking in getting back into the sector? If so, which would you choose among the base metals stocks?
Thanks,
Antoine
Please remind me of your rationale for exiting FM last year. With the current sector rotation to economically sensitive stocks, are you thinking in getting back into the sector? If so, which would you choose among the base metals stocks?
Thanks,
Antoine
Q: What is your current analysis on TRZ? Is this a takeover/merger/acquisition candidate?
Q: Could you provide a few top choices with the greatest growth potential in Consumer Discretionary and Materials sectors?
Thanks.
Thanks.
Q: Two part question:
1. Do the large US banks have more room to run or is the expected rate increase pretty much baked in?
2. To buy BAC and C I have to move $Cdn cash to my US$ accnt. Currency conversion can impact outcome. At 75c the $Cdn is up a bit. Should I buy now before the likely US interest rate increase? Or(2A) wait for a possible softening in the market around year end/ new year? Thanks for answering - but more importantly for your integrity, which was on display recently in your answer to the Forge First question.
1. Do the large US banks have more room to run or is the expected rate increase pretty much baked in?
2. To buy BAC and C I have to move $Cdn cash to my US$ accnt. Currency conversion can impact outcome. At 75c the $Cdn is up a bit. Should I buy now before the likely US interest rate increase? Or(2A) wait for a possible softening in the market around year end/ new year? Thanks for answering - but more importantly for your integrity, which was on display recently in your answer to the Forge First question.
Q: Why is Mettrum trading so far below the price that Canopy has offered? Are investors speculating that the deal will fall through? If so, what would be the reasons? I can't imagine there are competition issues to be concerned about at this point...
Q: Could you recommend a U>S> bank stock ETF, preferably one that trades on the TSX?
Raymond
Raymond
Q: Any suggestions for investing in US Stocks for long term period. Good safe investment with yield and growth potential.
Thanks so much.
Thanks so much.
Q: Would please comment on Urban Outfitters
Q: With the recent announcement by the Alberta government concerning construction of facilities for making plastics from propane, do you think that bodes well for Russell, looking out 2-4 yrs?
Q: Good day,
I would like your opinion on PDF as my focus is on growth and income in my RRSP. I already hold CDZ and VGG as well as BCE,FTS,ENB and BIP.UN
Happy holidays
Carl
I would like your opinion on PDF as my focus is on growth and income in my RRSP. I already hold CDZ and VGG as well as BCE,FTS,ENB and BIP.UN
Happy holidays
Carl
Q: thoughts on fcx
Q: What would you buy today PUR or ABT and why.
Thanks,
Milan
Thanks,
Milan