Q: Telus has been losing some ground lately. Do you know why and is it still good to hold for both income and some appreciation?
Regards and many thanks for your service.
Peggy
Regards and many thanks for your service.
Peggy
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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: The performance of the 5i Balanced equity YTD is +13l3%. Does that include dividends?
Q: A changing of the guard at Aston Hill: your views?
Q: Greetings,
What are your thoughts on TXT:NYSE? I find the diversification of their products interesting.
Cheers!
What are your thoughts on TXT:NYSE? I find the diversification of their products interesting.
Cheers!
Q: Bankers trading very close to 2.20 level that they have sold the company to a Chinese buyer. Yet there is no public disclosure of the sale being finalized. Are you aware of why this is occurring today?
Don
Don
Q: Could I have your view on ARZ going forward. They are awaiting to get their drug yosprala approved. Also could you tell me their cash poition and inside ownership. Thanks
Q: Being a victim of success, for which 5 I is to blame, I have a question about allocation. I'm sure you've been accused of worse things than making people money!
I started a 3% position with Savaria, which has now grown to 4.5%. I started a 2.5% position in Shopify (the US equivalent) which has also grown to just under 4.5%.
The question is, do you suggest trimming these back, or are they strong enough to continue unchecked for a while? I have a portfolio that is just under 500K and don't know if it's a wise bet to place an almost full position in two relatively newer entities in a portfolio of this size. Thanks, as ever, for your help.
I started a 3% position with Savaria, which has now grown to 4.5%. I started a 2.5% position in Shopify (the US equivalent) which has also grown to just under 4.5%.
The question is, do you suggest trimming these back, or are they strong enough to continue unchecked for a while? I have a portfolio that is just under 500K and don't know if it's a wise bet to place an almost full position in two relatively newer entities in a portfolio of this size. Thanks, as ever, for your help.
Q: Hi there,
What's your suggestion to a retiree who needs guaranteed income over 4%/yr and protection of capital. Doesn't wanna capital be in bonds maturing 10+ years.
What's your suggestion to a retiree who needs guaranteed income over 4%/yr and protection of capital. Doesn't wanna capital be in bonds maturing 10+ years.
Q: Hello 5i team,
I have been following Pure for awhile and have been tempted. What causes hesitation is the size. you mentionned in one of the comments that there are some companies that a relatively conservative, retired investor should not own, as they are too risky. I make more than I need to live and so I am not adverse to a little risk. But, I was wondering how you see a company like Pure under this perspective? It would be great to have your comments on that subject in general, if you have time.
thanks
I have been following Pure for awhile and have been tempted. What causes hesitation is the size. you mentionned in one of the comments that there are some companies that a relatively conservative, retired investor should not own, as they are too risky. I make more than I need to live and so I am not adverse to a little risk. But, I was wondering how you see a company like Pure under this perspective? It would be great to have your comments on that subject in general, if you have time.
thanks
Q: What are your thoughts on ESL earnings. Would you consider hold, Buy or Sell
Thanks
Thanks
Q: Good afternoon,
In your opinion is HD too expensive to buy now?
Thank you.
In your opinion is HD too expensive to buy now?
Thank you.
Q: I would like to have a decent return but preservation of capital is a priority. Please provide your opinion on CIBC Canadian Bond Index Fund – Premium Class CIB585. I am aware that you recommend the ETF CBO so would appreciate your comparison. This would be in a non registered account.
https://www.cibc.com/ca/mutual-funds/no-load-income/can-bond-indx-fund-premium.html
Thank you,
https://www.cibc.com/ca/mutual-funds/no-load-income/can-bond-indx-fund-premium.html
Thank you,
Q: 2nd try:
Peter, I read your answer to Richard, September 8, 2016, about the slow-and-steady value creators and for the Industrial sector you gave PBH. TMXmoney.com and 5i Coverage summary in their classifications put PBH in Consumer staples (defensive) non-cyclical sector. And now, you have 2 problems: find a favorite for the Industrial and is ATD.B still the one for the Consumer staples sector?
Thanks for all you do for us.
Peter, I read your answer to Richard, September 8, 2016, about the slow-and-steady value creators and for the Industrial sector you gave PBH. TMXmoney.com and 5i Coverage summary in their classifications put PBH in Consumer staples (defensive) non-cyclical sector. And now, you have 2 problems: find a favorite for the Industrial and is ATD.B still the one for the Consumer staples sector?
Thanks for all you do for us.
Q: Hi all at 5i! I am happily looking at a tidy profit with my Uniselect Stock . I am up about $20K on the stock. Here's the problem. Part of me wants to take the money and run....the other part of me says leave it alone and let it grow more. My question to you would be where do you foresee this stock going? Is it a good one to hold a while longer given its statistics and where the economy maybe headed, or should I make out like a bandit and cash her in? I don't need the money right now. Thank you for all you do for us. Regards, Tamara
Q: Hi 5i
I received some Dell Tech shares from the EMC/Dell takeover. Any thoughts on selling, keeping or buying more? It is about 1% of port.
Thanks
I received some Dell Tech shares from the EMC/Dell takeover. Any thoughts on selling, keeping or buying more? It is about 1% of port.
Thanks
Q: Hello 5i,
What are your thoughts on Algoma Central Corp?
What are your thoughts on Algoma Central Corp?
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Canadian Real Estate Investment Trust (REF.UN $51.95)
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Dream Global Real Estate Investment Trust (DRG.UN $16.79)
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Northview Apartment Real Estate Investment Trust Trust Units (NVU.UN $36.23)
Q: Hi,
I hold the above REITs in my RRSP account. What do you think of them? I don't really want to hold more than 3 but do you think that I should consider a change?
Thanks, Bryn
I hold the above REITs in my RRSP account. What do you think of them? I don't really want to hold more than 3 but do you think that I should consider a change?
Thanks, Bryn
Q: Which would you prefer for a 2 to 3 year hold considering your usual thorough evaluation metrics? Thanx.
Q: Hello 5i,
I realize MedX Health is a tiny company but their technology seems to have a lot of promise. I'd appreciate your usual calm unbiased assessment.
Thanks
Dave
I realize MedX Health is a tiny company but their technology seems to have a lot of promise. I'd appreciate your usual calm unbiased assessment.
Thanks
Dave
Q: I own Johnson Controls and they have just merged with another company in Ireland (tyco). There is a withholding tax of 15% on the disposition of the shares, a non residence tax, which exceeds my gain. What is this, and is this right.