Q: I have a 3% position of EGLX in my portfolio. Do you suggest lighten up or hang tight?
Thanks
Peter
Thanks
Peter
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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: TWM just released first quarter results. They looked good to me but more importantly what do you think? Thank you.
Q: Hi 5i,
I will use OTEX for my question but any interlisted company with US$ revenue will do say SHOP.
With the CDN$ raising how does this impact canadian share price? Is it possible that this represents a headwind? Wouldn't it be prudent now to journal/convert CDN shares into US shares. If CDN$ strengthens my canadian share values my decline if the company revenue is mostly US$. If CDN$ weakens that is ok I will make bigger profit if i convert back to CDN$. Am I correct?
I will use OTEX for my question but any interlisted company with US$ revenue will do say SHOP.
With the CDN$ raising how does this impact canadian share price? Is it possible that this represents a headwind? Wouldn't it be prudent now to journal/convert CDN shares into US shares. If CDN$ strengthens my canadian share values my decline if the company revenue is mostly US$. If CDN$ weakens that is ok I will make bigger profit if i convert back to CDN$. Am I correct?
Q: Considering latest volatility and recent sector rotation with rising interest concerns, What would be your top 3 recommendations right now in following sectors for investor with 10+ year time frame. This is for RRSP Growth/balance polio
1. Consumer discretionary/Consumer Cyclical
2. Technology
3. Industrials
4. Financials
5. Materials
Thanks for your valuable guidance
1. Consumer discretionary/Consumer Cyclical
2. Technology
3. Industrials
4. Financials
5. Materials
Thanks for your valuable guidance
Q: What is your opinion on Skillz right now? Especially with the class action lawsuit related to the company inflating revenue projections?
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BMO MSCI Emerging Markets Index ETF (ZEM $27.96)
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iShares Core S&P 500 Index ETF (XUS $59.28)
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iShares MSCI Europe IMI Index ETF (XEU $36.92)
Q: Good morning,
I have some cash and am looking to add more non-Canadian content to my stock portfolio which is 79.5% Canadian stocks. I have only 4.5% in Europe in FEZ (US$) and XEU (C$), and 16% in individual US stocks. I have no emerging markets. I am thinking of adding to XEU because the European market is cheaper than the US and the large number of value stocks in the ETF should benefit from re-opening in Europe. For a balanced investor would it be reasonable to double Europe to 9% by adding to XEU bringing foreign content to 25%?
I have some cash and am looking to add more non-Canadian content to my stock portfolio which is 79.5% Canadian stocks. I have only 4.5% in Europe in FEZ (US$) and XEU (C$), and 16% in individual US stocks. I have no emerging markets. I am thinking of adding to XEU because the European market is cheaper than the US and the large number of value stocks in the ETF should benefit from re-opening in Europe. For a balanced investor would it be reasonable to double Europe to 9% by adding to XEU bringing foreign content to 25%?
Q: Will there likely be any repercussions to Fiera for collecting $2.9 million CEWS support that they didn't require? If they repay the money, would they need to restate their financial filings?
Q: There was a 13% positive move on XBC yesterday. Do you have any insight regarding this move?
Q: I hold both in a non-registered account, and I'm always concerned about U.S. companies doing spin-outs, because it invariably requires an 86.1 election with the CRA, because the total value of the spin-out is included in the current year's T5. While the 86.1 election will defer the tax for another time, it requires paper-filing, including a letter with your tax return that explains what you're doing, and I'd rather avoid it if I could. Do you know if the new company that will be created with AT&T's assets will be spun-out to existing AT&T shareholders, or does AT&T just receive the $45B mentioned today, and that is it?
Thanks very much...
Thanks very much...
Q: Hi.
My biggest portfolio loser is USA silver.
I need a 60% return to break even.
What do you think of switch to MRS.
I believe it has potential to go up 60% from here in the next 12 to 18 months.
Thank you.
My biggest portfolio loser is USA silver.
I need a 60% return to break even.
What do you think of switch to MRS.
I believe it has potential to go up 60% from here in the next 12 to 18 months.
Thank you.
Q: I just took a position in NTR because of the recent high prices for crops (corn and such) under the thought that this should drive demand as the farmers should have more cash and a reason to increase acreage planted. Is this a reasonable thought process. If you look at NTR as a trading stock what are the things to look out for to realize the ballgame is almost over and how early (what inning) is it now.
Q: Peter; Thunking of switching from SDE to WCP - your comments please. Thanks. Rod
Q: Would you recommend QSR now for a long term hold, I could not find on the investor s site whether the dividend was an eligible for the dividend ta credit. Do you have that answer?
Thank you
Thank you
Q: If you had to choose between these 2, which would you pick and why?
Thanks
Thanks
Q: I happily sold June 18, 2021 calls today against my long XME position. Given that this yielded a, to me, amazing 4.47%, I anticipate a Summer of repeating (I hope) this process. Do you perceive that the metals "surge" is in my favor? (note: being assigned would not disturb me in the least) What is your position on the value of covered call writing for income purposes?
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iShares S&P/TSX Capped Materials Index ETF (XMA $35.72)
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Invesco DB Commodity Index Tracking Fund (DBC $22.72)
Q: With the current uptick in commodities, is there an ETF available for this space?
Q: What are your thoughts on Parkland fuel with the re-opening in the 2nd half of the year?
Will PKI benefit with the fact that Robert Espey is now elected as director of Boyd Group Services?
Will PKI benefit with the fact that Robert Espey is now elected as director of Boyd Group Services?
Q: May I please have your views on FDGE's maiden quarterly report?
Q: What are your thoughts on this new ETF: NNRG? What do you think about the manager Eric Nuttall. What about the fees? Do you think it is a good way to get exposure to oil and gas? Or would you go with a couple of oil & gas stocks individually.
Thanks
Thanks
Q: Hi 5i,
Doing some Sunday morning tinkering, and have noted that in Portfolio Analytics you classify NFI and VMC as Consumer Cyclical. Could you explain the rationale for that, because if I follow that classification for those 2 companies it has quite an impact on my actual and recommended sector weightings. I had thought they were both broadly Industrials before being further fine tuned to machinery and heavy equipment, based on the products they provide and the "consumers" (municipalities mainly) of those products.
Thanks,
Peter
Doing some Sunday morning tinkering, and have noted that in Portfolio Analytics you classify NFI and VMC as Consumer Cyclical. Could you explain the rationale for that, because if I follow that classification for those 2 companies it has quite an impact on my actual and recommended sector weightings. I had thought they were both broadly Industrials before being further fine tuned to machinery and heavy equipment, based on the products they provide and the "consumers" (municipalities mainly) of those products.
Thanks,
Peter