Q: What percentage of sales go to the US
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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: you recently had a favorable report on TIH . could you please tell me if they do most of their business in Canada. thanks once again
Q: Please give me your thoughts on this company as an investment, thank you
Q: Which sectors do you favor most if we get a full blown tariff war
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Suncor Energy Inc. (SU $53.86)
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Canadian Natural Resources Limited (CNQ $42.72)
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Cenovus Energy Inc. (CVE $20.43)
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MEG Energy Corp. (MEG $26.60)
Q: Dear Peter et al:
A "Drill down" from the top type of a question!
In Energy sector, these three things seem to be important.
a. Pay down debt.
b. Keep paying healthy dividend or even increase it.
c. Buy back shares.
Recently Cole Smead came on a podcast and clearly laid out his case for his preference to invest in companies that buy back shares. (In the Money by Amber Kanwar, erstwhile BNN Bloomberg Marketcall host).
What is your take on this? What are the 3 companies in the Energy sector that you like using Share buy backs as the metric?
Thanks in advacnce.
P.S. Hope we see you Peter on Amber Kanwar's In the Money podcast. It seems to be getting some traction now.
A "Drill down" from the top type of a question!
In Energy sector, these three things seem to be important.
a. Pay down debt.
b. Keep paying healthy dividend or even increase it.
c. Buy back shares.
Recently Cole Smead came on a podcast and clearly laid out his case for his preference to invest in companies that buy back shares. (In the Money by Amber Kanwar, erstwhile BNN Bloomberg Marketcall host).
What is your take on this? What are the 3 companies in the Energy sector that you like using Share buy backs as the metric?
Thanks in advacnce.
P.S. Hope we see you Peter on Amber Kanwar's In the Money podcast. It seems to be getting some traction now.
Q: I do not own FDX, but I know that parcel deliveries are sometimes seen as a forward looking economic indicator. Do you agree with this thesis? And can you please comment on FDX earnings and especially commentary. Thank-you.
Q: please comment on year end results and evaluation
Q: As we are not investing gurus, we often have difficulty understanding company reports. Could the 5i team suggest 5 impotant metrics to look for in company reports, both quarterly and annually. Perhaps this could be one of Peter's columns in the media. If this has been addressed previously, please advise.
Thank you,
Pat & Cyril
Thank you,
Pat & Cyril
Q: Hello,
Given the recent correction in the technology sector, would you consider META as an attractive buy to start accumulating.
Looking forward to your input.
Given the recent correction in the technology sector, would you consider META as an attractive buy to start accumulating.
Looking forward to your input.
Q: What is the best way to think about position size of a particular stock and sector size, should it be based on total portfolio value or value within individual accounts?
Mike
Mike
Q: When do they provide year end and first quarter fin results?
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Amgen Inc. (AMGN $296.88)
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Biogen Inc. (BIIB $131.95)
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Gilead Sciences Inc. (GILD $113.18)
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Intuitive Surgical Inc. (ISRG $483.12)
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AbbVie Inc. (ABBV $195.22)
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Eli Lilly and Company (LLY $762.33)
Q: Do you have any suggestions re the Pharma companies which would be a good time to purchase now, either in a partial or full position? Thanks
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iShares Global Agriculture Index ETF (COW $67.52)
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Invesco DB Commodity Index Tracking Fund (DBC $22.09)
Q: I am considering adding an ETF that provides coverage of assorted/balanced commodities. I would appreciate having some names that you would recommend; Canadian or USA. What is your opinion of adding a position as an uncorrelated asset to balance an all equity portfolio. I hold diversified energy holdings already (pipelines and producing companies in both oil and gas). I also hold mining stocks, RIO and AEM.
Q: Your views please ? Would you be a buyer ? Entry price ?
Gratefully,
J.D.
Gratefully,
J.D.
Q: Hi 5i Team - Could you provide a brief summary of Blue Owl Capital in the U.S. including what it does, its balance sheet and other fundamentals, insider holdings and your opinion on whether this might be a stock to consider taking an initial position in. Thanks.
Q: what would be a good entry price? what 3 current metrics do you use to value ISRG? and how do they compare to the last 3 years? thanks Richard
Q: This etf seems to have come out of the latest downturn without to much difficulty, so wandering what the reason for this latest performance. Is it because of the fairly low fees, or the quality of the stocks being held or is it a combination of a number of factors. I am thinking of investing in this etf for the long haul. Many tnx.
Q: With industrials suffering under the current administration and these, like many stocks, on a downward trend, please explain why these are worth having in a portfolio. Thank you!
Q: A BNN guest said the Co. or someone else said they predicted that in 5 years the Co. would have $30. per share of cash flow which should mean a share price of $170. Are you aware of any such report?
Q: I am donating some of my CSU shares (20% of holding) and am considering whether or not these should be replaced in my portfolio. Currently, CSU is 3% of my investment portfolio and 6% of my equity portfolio (before the donation). When you speak to 5% as a ceiling for exposure, is that in the total portfolio or the equity portion of the portfolio?