Q: If you owned MEG, what would you do? Accept offer from Strathcona or one of the offers from Cenovus? Please provide your rationale.
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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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Royal Bank of Canada (RY $204.87)
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Toronto-Dominion Bank (The) (TD $110.97)
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Bank of Nova Scotia (The) (BNS $90.17)
Q: I have noticed that a number of the large banks have had a big rise recently. I am wondering about the reason for this. Specifically, is this a flight to safety going on in the background? Or is it the interest rate reduction or something else?
Thanks
Thanks
Q: Hi 5i
Current holding 1/4 position in AYA.....How do you view the recent short report on AYA? would you continue to hold or exit.
Thx
Current holding 1/4 position in AYA.....How do you view the recent short report on AYA? would you continue to hold or exit.
Thx
Q: Are you comfortable buying PNG at current price? If not, what would be your target to buy? Looking to start a position.
There has been a couple questions lately regarding GSY and PRL. In one question, you answer PRL over GSY. And then the next day, you indicate GSY over PRL. Which do you consider a better buy for growth, and why? I think also you mentioned there was going to be a follow up report on PRL. Is that still the case?
Thanks!
There has been a couple questions lately regarding GSY and PRL. In one question, you answer PRL over GSY. And then the next day, you indicate GSY over PRL. Which do you consider a better buy for growth, and why? I think also you mentioned there was going to be a follow up report on PRL. Is that still the case?
Thanks!
Q: Is there any way to determine how "pure a play" L is as a consumer defensive vs MRU? What I am trying to get at is that there are a lot of consumer discretionary type items sold at Shoppers (probably the majority of the revenue?). Even Loblaw stores sell clothes. Metro seems to me more a defensive name in terms of groceries. Are there any publicly disclosed facts to prove or disprove this thesis? Thanks as always for your thoughts.
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GE Aerospace (GE $293.93)
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Walmart Inc. (WMT $102.84)
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,414.92)
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Constellation Software Inc. (CSU $3,741.00)
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ARC Resources Ltd. (ARX $25.75)
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WSP Global Inc. (WSP $271.18)
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goeasy Ltd. (GSY $172.80)
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Brookfield Corporation CLASS A PREFERENCE SHARES SERIES 13 (BN.PR.K $12.62)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $81.36)
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GE Vernova Inc. (GEV $598.04)
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Costco CDR (CAD Hedged) (COST $41.50)
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Microsoft CDR (CAD Hedged) (MSFT $36.91)
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Alphabet CDR (CAD Hedged) (GOOG $39.77)
Q: I am up on all the above listed stocks however down on AC, LMN, BCE, WELL, LLY, my question is should i sell some losers as well as some winners to shore up CSU (presently own 9 shares in my TSFA. Do you sees this as once in a lifetime opportunity to load up on arguably the best managed company in Canada i am leaning towards selling WMT and FFH in the winners column (both consist of 8% each of my portfolio what losers would you sell if wanted more exposure to CSU....your thought on this strategy please ps am 74 yrs old and a conserved investor
Q: hi, can I get your latest thoughts on Parex please? do you think this is a buy, sell or hold?
Q: what is the chance of a higher bid coming in?
Q: In response to a request to rank 14 prescribed stocks, you ranked KSI at the top of the list just behind SHOP, and both KSI and VHi ahead of LMN. Knowing your positive view of LMN, I would appreciate your rationale for rating the two health services stocks so highly. Was it the 3-4 year timeframe?
Thank you,
Thank you,
Q: 1. Could you please provide the link to the blog you recently wrote about CSU.
2. Looking at historical data, CSU was trading at a lower P/E a few years back and more recently hit 120 - double the historical standard of a few years back (prior to 2021). In fact, back in late 2021 the P/E of CSU hit approximately 120, only to return to its historical standard (before starting this new leg up). Is it possible that the stock is resetting itself? A P/E of 120 is fairly high for most companies and it still trades in mid 80s even after this recent drop. Thoughts? Does CSU deserve a P/E of about 120? I am trying to decide if I should add to this stock OR wait a little longer. Thanks.
2. Looking at historical data, CSU was trading at a lower P/E a few years back and more recently hit 120 - double the historical standard of a few years back (prior to 2021). In fact, back in late 2021 the P/E of CSU hit approximately 120, only to return to its historical standard (before starting this new leg up). Is it possible that the stock is resetting itself? A P/E of 120 is fairly high for most companies and it still trades in mid 80s even after this recent drop. Thoughts? Does CSU deserve a P/E of about 120? I am trying to decide if I should add to this stock OR wait a little longer. Thanks.
Q: Is Nvidia and PLG a buy?
Q: Good morning all at 5i: I need to invest more in utilities and my attention drawn to an article that says POR has been left behind in rally and has lots to offer in electricity demand. Your thought please or would IDU etf be a better trade. Many thanks as always. Barbara
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Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $164.88)
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Element Fleet Management Corp. (EFN $35.97)
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Enghouse Systems Limited (ENGH $20.78)
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TMX Group Limited (X $52.62)
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Toromont Industries Ltd. (TIH $154.20)
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TFI International Inc. (TFII $124.27)
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Alimentation Couche-Tard Inc. (ATD $73.83)
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goeasy Ltd. (GSY $172.80)
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TerraVest Industries Inc. (TVK $139.03)
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Propel Holdings Inc. (PRL $30.60)
Q: I need to raise some capital. Please advise in what order you would sell these equities. Are there some you would not sell? I am more of a income investor.
Q: Which of the two companies are you more bullish on? Mid - Long term hold in a tfsa.
A reason please. Thank you
A reason please. Thank you
Q: Why is VitalHub so weak?
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Santacruz Silver Mining Ltd. (SCZ $2.79)
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Aris Mining Corporation (ARIS $13.71)
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ESGold Corp. (ESAU $0.83)
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Allied Gold Corporation (AAUC $24.16)
Q: Hello. What are your top five high risk/high reward junior silver stocks?
What are your top five high risk/high reward junior gold stocks?
What are your top five high risk/high reward junior gold stocks?
Q: After a nice gain on OTEX would you see switching some or all to CSU as a good move in a non-taxable account?
Thanks.
Thanks.
Q: On Sep 23 there was a question from Patrick regarding ATS and CJT where you express concern on CJT debt level yet you don’t mention the debt level on ATS which is much higher (debt/ebita ratio). Are you not concerned about ATS debt?
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Intuit Inc. (INTU $694.52)
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Salesforce Inc. (CRM $245.16)
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Constellation Software Inc. (CSU $3,741.00)
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Descartes Systems Group Inc. (The) (DSG $132.60)
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ServiceNow Inc. (NOW $942.40)
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iShares Expanded Tech-Software Sector ETF (IGV $116.06)
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Topicus.com Inc. (TOI $144.35)
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Lumine Group Inc. (LMN $39.97)
Q: What are your thoughts on how overvalued AI stocks are and what factors we should be concerned about that could cause the bubble to burst?
What are some good ideas for relatively safe stocks and etfs to hedge against a AI and tech weighted portfolio?
What are some good ideas for relatively safe stocks and etfs to hedge against a AI and tech weighted portfolio?
Q: Thoughts on GEV ?
Is there a correlation with AI which will be more and more energy-intensive?Thank You
Is there a correlation with AI which will be more and more energy-intensive?Thank You