Q: So given the increasingly pessimistic outlook on NAFTA coming from just about everyone, is it time to start considering which stocks, like Magna, might be worst hit in the event Trump cancels it and maybe moving into different sectors?
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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: Good Morning,
Which US companies (not a technology name) would you recommend today
for longterm growth, pref. not a dividend payer.
Thank you.
Which US companies (not a technology name) would you recommend today
for longterm growth, pref. not a dividend payer.
Thank you.
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Constellation Software Inc. (CSU $4,681.20)
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Descartes Systems Group Inc. (The) (DSG $136.98)
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Kinaxis Inc. (KXS $197.91)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $205.80)
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Spin Master Corp. Subordinate Voting Shares (TOY $22.38)
Q: I need two- three growth stocks for the next 2-3 years. Of the stocks listed above, can you pick your top top 3and why? While I expect some volatility, I cannot deal with gut wrenching volatility.
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Methanex Corporation (MX $44.99)
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Hardwoods Distribution Inc. (HDI)
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ZCL Composites Inc. (ZCL $10.00)
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Diversified Royalty Corp. (DIV $3.38)
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Cargojet Inc. Common and Variable Voting Shares (CJT $103.23)
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ECN Capital Corp. (ECN $2.80)
Q: Good Morning,
I would like to add a couple of mid cap growth names to my portfolio for a 2 - 3 year hold. Without regard to sector how would you rank ECN, HWD, MX, CJT, DIV and ZCL? Any commentary is most welcome.
Thanks as always,
Dennis
I would like to add a couple of mid cap growth names to my portfolio for a 2 - 3 year hold. Without regard to sector how would you rank ECN, HWD, MX, CJT, DIV and ZCL? Any commentary is most welcome.
Thanks as always,
Dennis
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NVIDIA Corporation (NVDA $183.16)
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $122.42)
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Vanguard FTSE Emerging Markets ETF (VWO $51.21)
Q: I have 100,000 US to invest in RSP. would you recommend a mix of these 3 OR put it all into VWO? Suggestions?
Q: I am retired living on dividend income. I just sold my EFN as it hasn't really done anything the past two years. I have a small position of ECN from the spinoff and am wondering if I should add my EFN proceeds to ECN?
I am ok with the 1% yield as an income investor if you expect above average capital gains over the next 2-3 vs bank stocks (TD or BNS).
Or if ECN returns will be similar to TD or BNS, then I will sell ECN also and just invest the proceeds into the bank stocks.
I am ok with the 1% yield as an income investor if you expect above average capital gains over the next 2-3 vs bank stocks (TD or BNS).
Or if ECN returns will be similar to TD or BNS, then I will sell ECN also and just invest the proceeds into the bank stocks.
Q: When I was constructing my portfolio I decided to buy WPK instead of CCL.B because CCL had just had a big run up and was starting to look expensive. I feel CCL is a superior company overall but at the time I thought Winpak might outperform in the shorter term. My question is for a 5+ year hold would you now make the switch from WPK to CCL? Would you expect CCL to outperform WPK enough to justify this switch in a 5+ year timeframe.
Q: I feel both Oil & Gas are going to make a modest comeback over the next 6 months and would like to increase my exposure. I currently hold full positions in VET, PEY and ENB and collectively they represent about 10% of my equity holdings and equities represent about 60% of my total portfolio. Do you think it is OK to add to this space and if so What would you suggest I add to diversify this group?
Q: Hello,
I don't own any commodity stocks except for a small position on AEM. How is this sector doing? Would you recommend holding any other stock for diversification in this sector. Thanks. Shyam
I don't own any commodity stocks except for a small position on AEM. How is this sector doing? Would you recommend holding any other stock for diversification in this sector. Thanks. Shyam
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Canadian National Railway Company (CNR $129.27)
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Stantec Inc. (STN $150.32)
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NFI Group Inc. (NFI $19.15)
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Badger Infrastructure Solutions Ltd. (BDGI $55.11)
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Savaria Corporation (SIS $21.22)
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K-Bro Linen Inc. (KBL $33.51)
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Exchange Income Corporation (EIF $73.22)
Q: Hi Peter and Team,
In our combined portfolio, we hold the following Industrials: BAD, EIF, KBL, NFI, SIS, and STN. In this group, we're frustrated with EIF and are just breaking when considering its healthy dividend. I like your idea of "forever" stocks and note that CNR is your pick in this sector. My questions are: Given that all of the above (with the exception of EIF) are performing well, would you be OK with replacing EIF with CNR, or perhaps you have a better suggestion? Are there too many Industrials in our portfolio and is it time to exit one or more of the group?
As always, your advice is greatly appreciated and valued.
In our combined portfolio, we hold the following Industrials: BAD, EIF, KBL, NFI, SIS, and STN. In this group, we're frustrated with EIF and are just breaking when considering its healthy dividend. I like your idea of "forever" stocks and note that CNR is your pick in this sector. My questions are: Given that all of the above (with the exception of EIF) are performing well, would you be OK with replacing EIF with CNR, or perhaps you have a better suggestion? Are there too many Industrials in our portfolio and is it time to exit one or more of the group?
As always, your advice is greatly appreciated and valued.
Q: Hi 5i team,
Both PBL and GC are related to the gambling business. Which one will be your preference at this point based on valuation, company strength, competition, and growth for the next 3 years?
Thanks.
Both PBL and GC are related to the gambling business. Which one will be your preference at this point based on valuation, company strength, competition, and growth for the next 3 years?
Thanks.
Q: Good morning 5i,
I've held RX for a while and have been frustrated by its performance for some time. Thankfully the stock has been on the move up for the last 9 months. Today it finally reached my break even price and I'm strongly inclined to walk away with my original investment. Could you please provide your thoughts on the company, its current prospects, and if you would continue to ride the momentum or look to greener pastures?
Thank you again for your valuable advice!
I've held RX for a while and have been frustrated by its performance for some time. Thankfully the stock has been on the move up for the last 9 months. Today it finally reached my break even price and I'm strongly inclined to walk away with my original investment. Could you please provide your thoughts on the company, its current prospects, and if you would continue to ride the momentum or look to greener pastures?
Thank you again for your valuable advice!
Q: Can you please shed some light as to why this stock seems to be on a free fall.
Could they be marketing an equity issue?
Could they be marketing an equity issue?
Q: Hi Peter, Ryan, & 5i Team
Doug Casey blessed MTA in a video interview. Do you have any knowledge of the company, it's prospects, and quality (reputation) of managment? Is it a candidate for speculative investing?
Doug Casey blessed MTA in a video interview. Do you have any knowledge of the company, it's prospects, and quality (reputation) of managment? Is it a candidate for speculative investing?
Q: Could you please supply an update on this tiny concern. They have an organic grocery store in Toronto in the Dundas and Keele area. Seems interesting. A la Whole Foods etal.
They are currently at a low. Your musing please. Thank you
They are currently at a low. Your musing please. Thank you
Q: My question is on bonterra energy .I'm under water with this stock by 12% should I hold my position or do you see no future with this stock. I Can wait as the investment is inside my tfsa and do not need the money at this time for 5 plus years.
Q: VET has been on a bit of a downward trend over the last two weeks - seems to be dropping faster than the O&G sector - Any reason for this? Any concerns here?
Q: PHO continues to reach new highs with higher volume. How high can this go if everything works out over the next 3-5 years? What is expected forward PE?
Q: In the current market how do you feel as a strictly income play ?how much is return of capital,fees etc ?
Q: Can u pls give me an opinion.
Thx
Thx