Investment Q&A

Q: Record sales this quarter, sales volumes are higher, stock is off 6 %
I am considering taking a position in this company, can you comment on earnings and adding this to a portfolio?

Q: hello 5i:
knowing you've been a fan of this company, from reading questions, can you comment on the fact that analyst earnings expectations have dropped from .23 (to year end 2025), 6 months ago, to currently .12. Has this changed your view of VHI?
thanks
Paul L

Q: I currently own EUAD but wonder if either of SHLD or ITA might be better. Can you pls do a comparison of the 3 and say which you would see as the best option going forward, and why. Many thanks for your excellent service.

Q: Peter; Dfy’s chart is the opposite of the markets chart. I know it reports Nov. 03 . What’s expected and can you comment on its steady decline - any insider sales? Thanks.
Rod

Q: Does MDA have any contracts with GlobalStar ( proposed to be bought ) by Spacex ?

Your thoughts to add on this dip ?

Thanks

Q: FSV has taken quite a hit since the earnings report--a little overblown? Is this a good time to get a full position?

Q: Hi,

Given its recent results, do you consider First Service a screaming buy at its present level ?

Thanks

Q: Hi 5I
What is your opinion of this BMO Broad Commodity ETF?.
Would you scale into it here?
Thanks. Cheers

Q: I have held a large Position in BIP.UN in my RRSP for many years. The equity has done OK but in looking back wonder why my Financial Advisor didn't suggest i rotate this into BN or BAM to gain max returns.

I don't need the income and it seems alot of BIP.UN's return comes in the form of the dividend which is not treated favorably within a Registered Account so BIP.UN seems not best for RRSP.

How would you suggest i better allocate these funds within a Registered Account between Brookfield companies to gain max benefit and at what price(s) would you suggest the switch?

Just on a side note i previously also held BEP.UN and my advisor suggested it was rated a Sell by Veritas so i let him sell at a very inopportune moment ($33). He claimed Veritas had a Sell on all Brookfield companies. Is Veritas a reputable rating Agency because they seem to just dislike any and all Brookfield entities?

Q: What is your opinion on these stocks

Q: Hello, can you please comment on the company and recent results?

Thank you
Robert

Q: I would like to just buy one of either BNS or TD. Considering both the size of the dividend and potential for stock growth - which would you choose today?

Q: The board chair is stepping down and a "Special Committee" has been formed. In your opinion does this mean anything or is it only posturing?

Q: Hello 5i
What do think about Uber from a growth perspective? Do you consider it a worthwhile investment ?
Thanks as always

Q: What’s going on with MDA?

Q: BRO was such a good compounder for years. But since its last big acquisition its hitting 52 week lows, on top of the insurance sector struggling. Is this becoming a great buying opportunity or likely more issues and compounding story is behind them? Thx

Q: I need to add more global allocations to my portfolio. Can you suggest three Canadian and three U.S. ETFs?

Q: Hi, looking to trim one of these holdings too many, could you please rank these companies from least liked to best . Risk and Sector not an issue. Keeping the remaining for long term.
Thanks

Q: Retired, dividend-income investor. I am a little short on Industrials and am looking for a few ideas for me to do further research. I have a full position on WSP (trimmed it multiple times, having bought it at $36 in 2014). I also own CDZ, ZLB, ZWC, each having roughly 10% industrials.

Some initial ideas I have include CNR, TFII, and other stock and ETF ideas from you. I would prefer that you screen for having a dividend (>2%-?).

Thanks for your help....Steve

Q: Is this a buy on the pullback or time to exit?

Thank you!