Q: Looking to add a speculative position to my portfolio and been researching Trican. After going through its November presentation its evident things have been tough with a lot of their fleet parked. However, it is showing good momentum and want to know your thoughts. thanks.
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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: I am a snowbird and require income in US funds. With the recent weakening in the US dollar is now a good time to convert some Canadian currency assets into US currency assets. What are your thoughts on the Canada USA exchange rate has it peaked or will the Canadian dollar stronger?
Thank you
Steve
Thank you
Steve
Q: HappyNew year guys Ihave 13000 shares of this stock I don,t need the money so should Ikeep them i am only down about $800 or is there something better to get into Thanks
Q: with regards to the proposed takeover of BPY by BAM does this increase the credit quality of this preferred...ie..is it a direct obligation of BAM once completed....and does it increase the likelihood of redemption at par later this year...many thanks...Cheers
Q: I noticed KXS has been up and down and is currently down a bit from the highs in the fall. Is this a good opportunity to add to a position in KXS, or is something going on with the company?
Q: What is your growth outlook for IR? Buy Hold or Sell?
Q: Please provide me with the name of your top 10 Canadian companies that had an IPO in 2020. Also please rank them in order.
Thank You
André
Thank You
André
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Amplify Cybersecurity ETF (HACK)
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First Trust NASDAQ CEA Cybersecurity ETF (CIBR)
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CrowdStrike Holdings Inc. (CRWD)
Q: What ETFs would you recommend that cover the cyber security sector and might include CRWD?
Thanks,
Murray
Thanks,
Murray
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Booking Holdings Inc. (BKNG)
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Starbucks Corporation (SBUX)
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TELUS Corporation (T)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Vanguard S&P 500 Index ETF (VFV)
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Vanguard U.S. Dividend Appreciation Index ETF (VGG)
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Veeva Systems Inc. Class A (VEEV)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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CrowdStrike Holdings Inc. (CRWD)
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Trane Technologies plc (TT)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
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Unity Software Inc. (U)
Q: The geography of the following according to my Alpha-Balanced portfolio are US.
BEPC-3.55%: CRWD-3.42%: VFV-3.59%:VEEV-1.99%: VGG 3.95% for a total of approximately 17%. I would like to increase this to approximately 25%.
In addition to the above I own the following dual listed stocks.
LSPD-10.28%: SHOP-5%: T-3.61%
Moving cash from unregistered C$ to unregistered U$ account. Would you consider adding to any of the above or do you have an alternate suggestion,
In the portfolio I’m overweight tech & industrials.
Underweight materials and energy. Not a fan of oil or gold .
Roy
In addition I own the following that have dual listing.
BEPC-3.55%: CRWD-3.42%: VFV-3.59%:VEEV-1.99%: VGG 3.95% for a total of approximately 17%. I would like to increase this to approximately 25%.
In addition to the above I own the following dual listed stocks.
LSPD-10.28%: SHOP-5%: T-3.61%
Moving cash from unregistered C$ to unregistered U$ account. Would you consider adding to any of the above or do you have an alternate suggestion,
In the portfolio I’m overweight tech & industrials.
Underweight materials and energy. Not a fan of oil or gold .
Roy
In addition I own the following that have dual listing.
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iShares Core Canadian Universe Bond Index ETF (XBB)
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PH&N Inflation-Linked Bond Fund Series D (RBF1650)
Q: Please comment on the timing of taking a position in RBF1650 as an income investment. What is the risk compared to XBB? Inflation is one of the biggest worries for Canadians currently. Happy New Year to everyone at 5i. Thank you
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JPMorgan Chase & Co. (JPM)
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Lennar Corporation Class A (LEN)
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Southwest Airlines Company (LUV)
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Sonic Automotive Inc. (SAH)
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MarineMax Inc. (FL) (HZO)
Q: Can you please recommend the best cyclical-value stocks to buy now? If possible, 5 Canadian and 5 US stocks.
Thank you!
Thank you!
Q: I would like to have your outlook on LMT for 2021.
Do you consider the company with good fundamentals and stable balance sheet?
Do you recommend holding a position on the stock?
Thank you
Do you consider the company with good fundamentals and stable balance sheet?
Do you recommend holding a position on the stock?
Thank you
Q: Peter; If the Georgia election is “ overwhelming “ in the Democrats favour - basically rejecting the Trumpaffoon - is this a market changer and possibly the end of the clown politics? Crystal ball question I realize. Thanks . Rod
Q: Hi Peter, Ryan and Team,
Do you think a swap of TEAM for MFST or CRWD inside a TFSA for a long term hold is a good idea?
Thanks.
Do you think a swap of TEAM for MFST or CRWD inside a TFSA for a long term hold is a good idea?
Thanks.
Q: Hello Team, do you feel both these stocks are buys and how would you rank them for short term growth and momentum? Long term growth and momentum.
Thanks,
Barry
Thanks,
Barry
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BMO MSCI Emerging Markets Index ETF (ZEM)
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iShares Core MSCI EAFE IMI Index ETF (XEF)
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iShares Core MSCI Emerging Markets IMI Index ETF (XEC)
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Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
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iShares Latin America 40 ETF (ILF)
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iShares MSCI Brazil ETF (EWZ)
Q: I'm currently trying to diversify my RIF account for 2021. I've trimmed some over weight holdings to free up some cash. I have NA covered with stocks in Canada and a couple of ETF's for the US but, nothing for the rest of world.
How would you currently rate the above now, hopefully for the coming recovery post COVID. I note, South America is not represented. do I need to consider it separately?
I'm inclined to go with 2 positions @ about 6% ......your opinion please!
All the best to you and everyone at 5i for the new year!
How would you currently rate the above now, hopefully for the coming recovery post COVID. I note, South America is not represented. do I need to consider it separately?
I'm inclined to go with 2 positions @ about 6% ......your opinion please!
All the best to you and everyone at 5i for the new year!
Q: what are the differences between the services provided by THNK and WELL ? if there are many similarities will THNK compete with WELL in the future acquisition of companies in the digital and non digital field ? thanks Richard
Q: Thoughts on this newly public company? Who are it’s competitors in the space? Does management have a good track record? Insider ownership?
Q: What are your thoughts on Think Research IPO.
Is it a buy, Sell or Hold. What business are they doing.
Thanks for the great service
Is it a buy, Sell or Hold. What business are they doing.
Thanks for the great service
Q: 5i
I've held snow for a little while and was originally up about 20% but it has dropped back about 20% , so i am essentially at the point where i started . The earnings forecast for 2021 is only about 7-8% . At least from what i can find . Would you agree with this forecast ? Do you like the stock ? Would you keep it or look for something better.
Thanks for all your guidance throughout the past year .
Bill C
I've held snow for a little while and was originally up about 20% but it has dropped back about 20% , so i am essentially at the point where i started . The earnings forecast for 2021 is only about 7-8% . At least from what i can find . Would you agree with this forecast ? Do you like the stock ? Would you keep it or look for something better.
Thanks for all your guidance throughout the past year .
Bill C