Q: How much importance do you place on the level of the cape ratio when making investment decisions? If one were retiring in the near future with the cape at near record levels. Should they not be concerned about equity returns being low over the next 10 years?
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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.
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Vanguard Balanced ETF Portfolio (VBAL $36.26)
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Global X Balanced Asset Allocation ETF (HBAL $17.14)
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iShares Core Balanced ETF Portfolio (XBAL $32.82)
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BMO Balanced ETF (ZBAL $14.61)
Q: I was intrigued by this ETF and also looked up these other fidelity funds. can you give me your assessment of these three as a one stop shop for a retired senior looking for some fixed and growth investments being somewhat conservative. Any other suggestions for a income/ balanced, and equity ETF
Thanks Dave
Thanks Dave
Q: I would appreciate your thoughts on recent “noise” around circular financing. Is this not unusual in certain industries? A concern or risk to be aware of? Or just static noise that should be ignored? Thanks
Q: This stock has been rising steadily, without demonstrating earnings.
What are your thoughts about it at this time, given the present economic conditions?
What are your thoughts about it at this time, given the present economic conditions?
Q: From your latest ranking on favourite CAD small keep, should I interpret this as you now favour KSI over VHI? Would you sell a VHI position and jump ship to KSI?
Q: Any idea why Allied Properties should be dropping sharply before the quarterly report is released?
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Enbridge Inc. (ENB $66.77)
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TC Energy Corporation (TRP $73.93)
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Pembina Pipeline Corporation (PPL $54.61)
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Keyera Corp. (KEY $43.87)
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goeasy Ltd. (GSY $158.29)
Q: Hello 5I:
Would you start positions in any of the pipelines at this time and, if so, in what order and price?
With respect to GSY, what do you think it will take to get the stock moving upwards and what would a good entry price be?
Thank you for the great advice!
Would you start positions in any of the pipelines at this time and, if so, in what order and price?
With respect to GSY, what do you think it will take to get the stock moving upwards and what would a good entry price be?
Thank you for the great advice!
Q: Is POW a Buy? A Globe article yesterday by Paul Carter of Capstone Mgt. suggests that by owning 69% of GWLifeco you are effectively getting GWL for free. This is because at the current stock price, POW's Market Cap roughly equals that of its stake in GWL.
Thanks!
Thanks!
Q: Hi Peter,
The share price of SRAD has been dropping for the past month. In your views, what are the reasons causing this negative momentum? Would it be a good idea to add more at the current price, or to sell for tax loss? Thanks.
The share price of SRAD has been dropping for the past month. In your views, what are the reasons causing this negative momentum? Would it be a good idea to add more at the current price, or to sell for tax loss? Thanks.
Q: Poet is jumping on very high volume. Where for art thou going? Should I watch the rise, or buy and be pleasantly surprised?
Q: I noticed that in a recent question about the five best large cap stocks, CSU is in the lineup. Does that mean that all of your concerns about this company have been eased? Also, as I am growing more conservative in my tfsa I am wondering whether you would see all or some of these companies, despite being large cap, therefore less growth, as good candidates for a tfsa?
Thanks for the great service
Thanks for the great service
Q: hi
can we get your quick thoughts on the incredible earnings, any significant forward looking statements from the company, buy more now?
can we get your quick thoughts on the incredible earnings, any significant forward looking statements from the company, buy more now?
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5N Plus Inc. (VNP $17.66)
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Kraken Robotics Inc. (PNG $5.69)
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Tantalus Systems Holding Inc. (GRID $3.75)
Q: For a growth investor what order would you buy today. Please give your rational and entry price. Thanks Steve
Q: I am thinking of selling my full position in TCS and investing the proceeds in ATD. This will reduce my Technology holdings to market weight and increase my Consumer Discretionary holdings to be closer to market weight. What do you think?
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Intuitive Surgical Inc. (ISRG $429.59)
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Medtronic plc. (MDT $95.45)
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Stryker Corporation (SYK $364.60)
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Savaria Corporation (SIS $21.34)
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TransMedics Group Inc. (TMDX $107.29)
Q: Hi 5i,
What would be your top three picks today in the health care equipment sector? US or Canada. Are they buys today and what would be a good entry point. Please provide a short description as to why they are top picks.
If SIS is not part of the list, can you provide your opinion on this company as an investment for 5 year hold.
Thanks for your help.
What would be your top three picks today in the health care equipment sector? US or Canada. Are they buys today and what would be a good entry point. Please provide a short description as to why they are top picks.
If SIS is not part of the list, can you provide your opinion on this company as an investment for 5 year hold.
Thanks for your help.
Q: Olympia Financial's stock price has dropped about 15% since hitting an all-time high shortly after releasing their earnings in August. Do you know of any reason for the drop? Is it a buying opportunity?
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Cipher Pharmaceuticals Inc. (CPH $14.25)
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Firan Technology Group Corporation (FTG $10.22)
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Kraken Robotics Inc. (PNG $5.69)
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Zedcor Inc. (ZDC $5.95)
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MDA Space Ltd. (MDA $36.06)
Q: How would you rank these companies for growth over the next year?
Thanks.
David
Thanks.
David
Q: I am gradually repositioning my portfolio towards more asset light companies with growing international business.
I am looking at specifically the pacific nations operations of these two companies. Who has the larger operations there ? Which company is more impacted by these operations? Who has better growth potential from the pacific ? Any other light you can provide would be appreciated.
Thanks. Derek.
I am looking at specifically the pacific nations operations of these two companies. Who has the larger operations there ? Which company is more impacted by these operations? Who has better growth potential from the pacific ? Any other light you can provide would be appreciated.
Thanks. Derek.
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Northland Power Inc. (NPI $24.86)
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TransAlta Corporation (TA $21.82)
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Northwest Natural Holding Company (NWN $44.61)
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Fluence Energy Inc. (FLNC $13.09)
Q: Between AI data centers & BTCC miners need for electricity is the utility sector going to melt up ?
If 5i agrees with this theme any small cap recommendations ?
If 5i agrees with this theme any small cap recommendations ?
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SPDR S&P 500 ETF Trust (SPY $653.02)
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INVESCO QQQ Trust (QQQ $589.49)
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iShares MSCI USA Quality GARP ETF (GARP $64.59)
Q: What is your opinion of this ETF? A buy, hold or sell. Thanks. Cheers