Q: Assuming rising inflation and interest rates, what are your top two or three security picks? In Canada please.
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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: Since your last comment on the stock on November 11th, the share price has declined a further 10$. Is it a compelling buy at this stage ?
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Apple Inc. (AAPL $202.92)
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Alphabet Inc. (GOOGL $194.67)
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Microsoft Corporation (MSFT $527.75)
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NVIDIA Corporation (NVDA $178.26)
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The Walt Disney Company (DIS $118.32)
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McDonald's Corporation (MCD $298.77)
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Medtronic plc. (MDT $89.67)
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Visa Inc. (V $337.43)
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Enbridge Inc. (ENB $64.40)
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WSP Global Inc. (WSP $285.34)
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WELL Health Technologies Corp. (WELL $4.72)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $47.23)
Q: Hi Folks,
I have the above companies in my TFSA all at the same or so weight. I had BYD but sold it when it started to drop. I am still ahead in my sold price as compared to its current price. I am looking to add another or even BYD now that it has settled somewhat, can you give me your suggestion as to what you would add to this lineup - buy back BYD or can you provide some others that I can add. Thank you very much for your suggestions over the years.
I have the above companies in my TFSA all at the same or so weight. I had BYD but sold it when it started to drop. I am still ahead in my sold price as compared to its current price. I am looking to add another or even BYD now that it has settled somewhat, can you give me your suggestion as to what you would add to this lineup - buy back BYD or can you provide some others that I can add. Thank you very much for your suggestions over the years.
Q: Hi 5I team,
Can you please provide your investment strategy view on sector level for 2022? Will raising interest rate put Utility and Technology sectors under pressure? TD monthly e-report recommends to overweight on Financials and Energy sectors and underweight on Utility and Tech. Do you tend to agree with it?
Thanks,
Can you please provide your investment strategy view on sector level for 2022? Will raising interest rate put Utility and Technology sectors under pressure? TD monthly e-report recommends to overweight on Financials and Energy sectors and underweight on Utility and Tech. Do you tend to agree with it?
Thanks,
Q: Your thoughts please. It has been pretty much down down down on higher volume of late. Even on market rally days it is not participating. Thank you as always.
Q: Good morning 5i.
I've perused the Q&A section which has been extremely helpful. I'm looking to build a concentrated portfolio with growth in mind, but also a few names to balance out volatility. Based on what I've read, I was thinking of starting equal weights in the 12 positions below.
CSU, TOI, SHOP, DSG, KXS, NVEI, BAM, GSY, TFII, BYD, WSP, ATZ
What are your thoughts on the the blend of companies and would you suggest any adjustments?
Thanks for your time.
I've perused the Q&A section which has been extremely helpful. I'm looking to build a concentrated portfolio with growth in mind, but also a few names to balance out volatility. Based on what I've read, I was thinking of starting equal weights in the 12 positions below.
CSU, TOI, SHOP, DSG, KXS, NVEI, BAM, GSY, TFII, BYD, WSP, ATZ
What are your thoughts on the the blend of companies and would you suggest any adjustments?
Thanks for your time.
Q: Do you know the status on the Apple settlement.
Is there a new trial ongoing
If they get 100M + do you see this as a game changer. Would the stock then not double quickly.
Your thoughts please ?
Is there a new trial ongoing
If they get 100M + do you see this as a game changer. Would the stock then not double quickly.
Your thoughts please ?
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The Walt Disney Company (DIS $118.32)
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Brookfield Renewable Partners L.P. (BEP.UN $35.79)
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Capital Power Corporation (CPX $57.13)
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TFI International Inc. (TFII $122.31)
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Alaris Equity Partners Income Trust (AD.UN $18.64)
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Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.63)
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ECN Capital Corp. (ECN $3.08)
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Trulieve Cannabis Corp (TRUL $7.30)
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Docebo Inc. (DCBO $42.40)
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Andlauer Healthcare Group Inc. Subordinate Voting Shares (AND $52.93)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $4.91)
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Neighbourly Pharmacy Inc. (NBLY $18.60)
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Nuvei Corporation (NVEI)
Q: Hi 5I
I have $180,000 split evenly amongst above companies in RRSP. I was going to begin withdrawing $10,000 every year and am looking for strategy to draw down to maximize growth of account. Is there a ranking of companies to sell first, or take a bit from each? I like them all so tough call for me. Appreciate all your advice since my initial membership in 5I.
I have $180,000 split evenly amongst above companies in RRSP. I was going to begin withdrawing $10,000 every year and am looking for strategy to draw down to maximize growth of account. Is there a ranking of companies to sell first, or take a bit from each? I like them all so tough call for me. Appreciate all your advice since my initial membership in 5I.
Q: Hi 5i,
Ive read your previous response concerning short report....When you have reviewed Nuvei short report will you be alerting members as to what you think what action if any should be taken in response, time frames ..ect ect..
Thx
Jim
Ive read your previous response concerning short report....When you have reviewed Nuvei short report will you be alerting members as to what you think what action if any should be taken in response, time frames ..ect ect..
Thx
Jim
Q: Thoughts on the update out today?
Thx
Thx
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Capstone Copper Corp. (CS $8.52)
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Taseko Mines Limited (TKO $4.23)
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Copper Mountain Mining Corporation (CMMC $2.49)
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Ero Copper Corp. (ERO $19.19)
Q: is there any copper miners in the mid cap space in Canada that have a long term deposit ?
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BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $158.67)
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iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $57.14)
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Technology Select Sector SPDR ETF (XLK $260.12)
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Harvest Tech Achievers Growth & Income ETF (HTA $18.30)
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iShares U.S. Technology ETF (IYW $179.80)
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TD Global Technology Leaders Index ETF (TEC $48.15)
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Harvest Tech Achievers Growth & Income ETF (HTA.B $20.35)
Q: Do Canadian ETFs that track US tech firms underperform? I was looking at these and a few others on the G&W and the Canadian ETFs with the exception of HTA and HTA.B (up 35%ytd) seem to have significantly lower returns. And I think HTA uses covered calls.
XLK is up 32% ytd, IYW 35%, IGN 31%. The most popular Canadian ETFS seem to be ZQQ(ZQN) 26%, XQQ and HQQ 26% and TEC 25%. Some of this is due to currency moves, but the hedging costs of the hedged ETFs surely aren't that large. Is it better to just buy XLK or are HTA/HTA.B a better alternative?
XLK is up 32% ytd, IYW 35%, IGN 31%. The most popular Canadian ETFS seem to be ZQQ(ZQN) 26%, XQQ and HQQ 26% and TEC 25%. Some of this is due to currency moves, but the hedging costs of the hedged ETFs surely aren't that large. Is it better to just buy XLK or are HTA/HTA.B a better alternative?
Q: Good Morning Everyone!!
I took a bet on these two stocks in March. The latest drill results look amazing!! What is your analysis of these two TFSA prospects?!!
I took a bet on these two stocks in March. The latest drill results look amazing!! What is your analysis of these two TFSA prospects?!!
Q: Over the past few months my portfolio portfolio performance has been really underperforming mainly due to short reports.
Yes, I had a 7% weighting in LSPD and a 6% in NVEI. So the drops as you can calculate has hampered performance.
If you look at the reminder of the balanced portfolio and the growth portfolio which of the holdings would you you think could be most vulnerable to another short attack?
Just to name a few:
BYD, DSG, KXS, GSY,TOI,DND,XBC,WELL??????
Any others?
Thanks
Sheldon
Yes, I had a 7% weighting in LSPD and a 6% in NVEI. So the drops as you can calculate has hampered performance.
If you look at the reminder of the balanced portfolio and the growth portfolio which of the holdings would you you think could be most vulnerable to another short attack?
Just to name a few:
BYD, DSG, KXS, GSY,TOI,DND,XBC,WELL??????
Any others?
Thanks
Sheldon
Q: When purchasing International ETS's within in an RRSP is there any withholding tax advantages to holding US traded ETF's?
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BCE Inc. (BCE $32.45)
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Enbridge Inc. (ENB $64.40)
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Sun Life Financial Inc. (SLF $83.71)
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TELUS Corporation (T $21.76)
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Power Corporation of Canada Subordinate Voting Shares (POW $56.20)
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Fortis Inc. (FTS $69.43)
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Thomson Reuters Corporation (TRI $275.03)
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Brookfield Infrastructure Partners L.P. (BIP.UN $43.12)
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BMO Covered Call Utilities ETF (ZWU $11.22)
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BMO Canadian High Dividend Covered Call ETF (ZWC $18.76)
Q: I'm replacing ZWU and ZWC since I would prefer to hold stocks at this point. What 5+ stocks would you recommend to replace ZWU and ZWC each. Thank you.
Q: Hi folks...thoughts on the $74.4M finance by Magnet Forensic @ $30.30 per share...I can understand upper mgmt cashing out...but stock price is half of what it was, just a few months ago...as an investor, this does not seem like a vote of confidence, going forward, on the timing of the finance...do you still like the company, and would U add on a selloff below $30, thanks as always, jb Piedmont QC
Q: Can you comment on the big drop this morning
Q: How do you see the U. S. Build Back Better bill (where the gov't will have more price negotiating power with pharmas) affecting the industry. Is Horizon, with it's rare disease drugs, more vulnerable than most?
Q: Please rank the above securities in terms of compelling buys at today’s price.
If SOFI and AFRM are already owned, is buying into GSY too redundant, or complementary ?
Thank you
If SOFI and AFRM are already owned, is buying into GSY too redundant, or complementary ?
Thank you