Q: Does it still make sense to invest in MGK (about 4% of portfolio), given all the talk about tech stocks being in a bubble? Asset allocation not a concern. Thanks, Martin
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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.
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Harley-Davidson Inc. (HOG $23.77)
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BRP Inc. Subordinate Voting Shares (DOO $68.06)
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Brunswick Corporation (BC $58.77)
Q: Stuck in the country, maybe soon to be stuck in the province. Decided to explore my local lakes and decided to buy a boat. I figure a lot of others are in a similar position. A bit of further thinking got me into the idea of Brunswick Corp. Looks good by the numbers, and I want more US exposure....so would you be a buyer? My current portfolio is pretty conservative and I wouldn't mind mixing it up a bit, as I have 15-20 year time frame.
Thanks for your thoughts
Thanks for your thoughts
Q: Just saw a post that the company has $1.50 per share cash and will collect fifty cents from every iphone sold... Is this true? That sounds like a lot of money. Will the royalty from iphones be collected retroactively, going forward or both?
How high would you put this on your conviction buy list for 2021?
How high would you put this on your conviction buy list for 2021?
Q: Why did Amwl drop so much today? What is their short interest?
Q: could you give me any insight or opinions in regards to this company?
Q: Today, Finland announced the introduction of a financial literacy strategy aimed at educating its population. This move is a direct result of increasing consumer credit defaults, a dangerous statistic for economic health.
The new program will rely on help from industry experts like bankers and insurance companies to create a curriculum. Social media influencers and TV personalities will help spread knowledge, too.
Finland seems to understand that you never really stop learning.
Thank you 5i for advancing Canada's financial literacy.
Glen
The new program will rely on help from industry experts like bankers and insurance companies to create a curriculum. Social media influencers and TV personalities will help spread knowledge, too.
Finland seems to understand that you never really stop learning.
Thank you 5i for advancing Canada's financial literacy.
Glen
Q: I am concerned that I don’t have enough cash in my RRSP portfolio.
I have these stocks in my Canadian RRSP:
Canopy, Crescent, Kinross, Suncor, Well Health and Whitecap.
US RRSP
Amazon, Apple, Costco, Kroger Microsoft, Starbucks and Verizon
Which ones would you recommend I sell?
I have these stocks in my Canadian RRSP:
Canopy, Crescent, Kinross, Suncor, Well Health and Whitecap.
US RRSP
Amazon, Apple, Costco, Kroger Microsoft, Starbucks and Verizon
Which ones would you recommend I sell?
Q: Am setting up my TFSA ( 3% of total cash and RRSP portfolios ) along the lines of your growth portfolio. Which would be your 4 initial stocks, in order of preference? Thanks Derek
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Amgen Inc. (AMGN $301.94)
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NVIDIA Corporation (NVDA $180.00)
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Wynn Resorts Limited (WYNN $107.05)
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AbbVie Inc. (ABBV $197.19)
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Harley-Davidson Inc. (HOG $23.77)
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Lockheed Martin Corporation (LMT $423.70)
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Southwest Airlines Company (LUV $29.75)
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Medtronic plc. (MDT $89.64)
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Merck & Company Inc. (MRK $79.86)
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Xylem Inc. New (XYL $143.97)
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Guardant Health Inc. (GH $44.19)
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CrowdStrike Holdings Inc. (CRWD $454.86)
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Jacobs Solutions Inc. (J $139.92)
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Trane Technologies plc (TT $433.97)
Q: Great article today re the "Phoenix Market". With that in mind, could you please suggest a US stock or two in each major industry sector that you feel is well positioned for growth in the next 5-10 years that you would nevertheless be comfortable stepping into today? (Even if just half a position) Please feel free to deduct the number of credits you deem appropriate.
Q: Hi 5i Team,
Pls comment on Teradyne’s earning report and its outlook.
Should I hold or sell?
Thank you.
Pls comment on Teradyne’s earning report and its outlook.
Should I hold or sell?
Thank you.
Q: Whatever happened to Automodular? When they were last in the news, they were trying to pivot from auto parts (had just lost the Ford contract) to wind turbine manufacturing. I seem to remember they were left with a sizeable cash pool? With the growing emphasis on wind power, supported by new leadership in the US, are they likely to resurface? The management seemed to be very shareholder-focused.
Q: Hi 5i
Rogers had earnings today and stock down around -6% so far.
Been holding for 3yr with the outlook for some growth and stable dividend....however still down -12% and dividend about 3.4%.
What is its outlook going forward? Is it a lost cause?
Would you continue to hold or not?
Could you suggest a suitable replacement in this sector canada or USA with better potential upside and dividend. I own small position in BCE also down, -10%..lol
Thx
Jim
Rogers had earnings today and stock down around -6% so far.
Been holding for 3yr with the outlook for some growth and stable dividend....however still down -12% and dividend about 3.4%.
What is its outlook going forward? Is it a lost cause?
Would you continue to hold or not?
Could you suggest a suitable replacement in this sector canada or USA with better potential upside and dividend. I own small position in BCE also down, -10%..lol
Thx
Jim
Q: Hi,
Please rank BIP.UN, WSP, STN, PIF.
Thank you.
Please rank BIP.UN, WSP, STN, PIF.
Thank you.
Q: HI 5I,
I have a 2/3 position to match the growth portfolio 3%. I know you are not fans of buying into a dropping stock but with the selloff is $16.50 a good buy price for additional shares. Or should I just hold on. Perhaps the price will settle in further.
I have a 2/3 position to match the growth portfolio 3%. I know you are not fans of buying into a dropping stock but with the selloff is $16.50 a good buy price for additional shares. Or should I just hold on. Perhaps the price will settle in further.
Q: Good morning,
Would you be confident to add new money to this position or add to a small existing position based on today’s release? I bought a small position in the higher 20s and am wondering whether to dollar cost down on it, sit tight, or divest. I would appreciate your perspective.
Many thanks!
Art
Would you be confident to add new money to this position or add to a small existing position based on today’s release? I bought a small position in the higher 20s and am wondering whether to dollar cost down on it, sit tight, or divest. I would appreciate your perspective.
Many thanks!
Art
Q: I bought REAL at 27. Do i sell and move on. Or is there decent recovery potential. The stock still looks to be good value at the current price. Would you consider averaging down to be a good option if position size will not be too large.
Q: Can you comment on MITK earnings today. Do you like it moving forward?
I currently hold a 3% position in REAL (currently down 25+% since purchase in TFSA). Would a switch to MITK make sense? Which of the two do you prefer today? Or is there other names you would recommend suggest switching to today?
Thanks so much!
I currently hold a 3% position in REAL (currently down 25+% since purchase in TFSA). Would a switch to MITK make sense? Which of the two do you prefer today? Or is there other names you would recommend suggest switching to today?
Thanks so much!
Q: My broker's website crashed again this morning. You would need to book off a full day to try to get hold of them on the phone. Hmmm, doesn't this sound a lot like 2008/9? We know how that ended.
Q: Please comment on the multi year partnership between PLTR & Rio Tinto Enterprise . The pre-market price rises a lot. At what price is a good entry point ? Thanks a lot.
Q: Am I wrong in thinking the Telus International IPO is going to do well after it debuts? It seems to have all the elements of recent hot ipos: artificial intelligence, big-name contracts with Google and Uber, a doubling of revenue in just two years between 2017 and 2019. In fact, it is generating earnings unlike other rapidly growing digital companies like Lightspeed, Dye and Durham, Docebo. Is it a buy in your opinion?