Q: I know this is not a fair question given industries, FX, etc....BUT if you had to choose one with a 3-5 year time horizon, which one would it be, BRK or BN?
Thanks as always.
Thanks as always.
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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: hi 5i
Share price has ticked up and seems to have settled at the lower end of the auction price......As the closing date nears and auction closes how would you expect SP to respond.... in general, would a higher auction price be viewed as positive and how do you think shareholder should view the results...
I am a little surprised the shares have not continued upwards a little more positively....
Would the shares price be expected to stabilize at the auction price or just continue their previous trajectory downward after auction close...
thx
Share price has ticked up and seems to have settled at the lower end of the auction price......As the closing date nears and auction closes how would you expect SP to respond.... in general, would a higher auction price be viewed as positive and how do you think shareholder should view the results...
I am a little surprised the shares have not continued upwards a little more positively....
Would the shares price be expected to stabilize at the auction price or just continue their previous trajectory downward after auction close...
thx
Q: I notice that both ENB and EMA have high payout ratios. ENB seems to be about 138% on Dividendhistory.org and EMA around 98%.
Is this possible? What does it say about the safety of the dividend or do utilities use a different calculation when it comes to Dividend payouts?
Thank you
Frank
Is this possible? What does it say about the safety of the dividend or do utilities use a different calculation when it comes to Dividend payouts?
Thank you
Frank
Q: Is DOL still a good investment opportunity for a longer term investor, even after today's dandy pop?
Q: Your thoughts on Dollarama's results. They seem to have a lot of pathways for growth. Keith
Q: Hi 5i,
Without concern for diversification, if both owned but at relatively small weights, would you shift out of one to top up the other? My PF suffers from extreme weightings ranging from 20% positions to approx 1% positions. I expect I would benefit from addressing the lower end ie buy more or sell decisions.
Thanks
Without concern for diversification, if both owned but at relatively small weights, would you shift out of one to top up the other? My PF suffers from extreme weightings ranging from 20% positions to approx 1% positions. I expect I would benefit from addressing the lower end ie buy more or sell decisions.
Thanks
Q: Hello 5i,
Of the mag 7, I hold MSFT, GOOGL, and META. Please suggest the next mag 7 to hold or just add to those that I already have. This is for 7 to 10 years. My portfolio is balanced in all sectors as a blue chip, dividend, value investor with some growth. Eighty years old.
Thank you for your great service.
Of the mag 7, I hold MSFT, GOOGL, and META. Please suggest the next mag 7 to hold or just add to those that I already have. This is for 7 to 10 years. My portfolio is balanced in all sectors as a blue chip, dividend, value investor with some growth. Eighty years old.
Thank you for your great service.
Q: Hi 5i,
Up on SMCI and down on CLBT - however both at fairly small entry level weights - without concern for diversification would you consolidate into one or the other at this time or let time work this one out?
Thank you
Up on SMCI and down on CLBT - however both at fairly small entry level weights - without concern for diversification would you consolidate into one or the other at this time or let time work this one out?
Thank you
Q: Hi 5i
These are held primarily for dividends and (expectations of) some growth. Would you keep both for their different growth drivers and dividends or lean towards ENB being larger/safer at this time?
Thanks
These are held primarily for dividends and (expectations of) some growth. Would you keep both for their different growth drivers and dividends or lean towards ENB being larger/safer at this time?
Thanks
Q: Who will benefit most from lng canada pembina or keyara
Q: Hello, what is your opinion of CRM? The price trend is not too good these days but I hesitate to sell because their future still looks good. How patient should I be? Thanks
Q: Why the increase in share price today? Was it the EBITDA increase, cash flow or cash position or share value related to other industry competitors? Or relief rally after some recent share price pressure?
Q: Thoughts on this ETF.
Q: Peter; Very high volume today, (June11) - any news you see - Eric getting out or other large holders? Thanks.
Rod
Rod
Q: Is it just the impact of the wildfires causing the big price drop today?
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NVIDIA Corporation (NVDA)
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Shopify Inc. (SHOP)
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Berkshire Hathaway Inc. (BRK.B)
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RTX Corporation (RTX)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: In a recent question you listed your top 5 North American stocks. What would be your next 5 best picks?
Q: QS is up today on higher volume. According to my phone there is no new news. Does your news feed show anything, like Volkswagen making a payment? (I can dream as well as the next guy)!
Jim
Jim
Q: This weekend's Barrons magazine mentnioned Fairfax as a successful company that emulate's Berkshire's strategy and secret to success—and investor returns—combining investments and aquiring insurance businesses.
“It’s a three-engine strategy,” says TD Cowen analyst Andrew Kligerman, commenting on what Berkshire has done right. He ticks off insurance, investments, and wholly owned businesses. “You need to fire on each cylinder to make it work.”
“It’s a three-engine strategy,” says TD Cowen analyst Andrew Kligerman, commenting on what Berkshire has done right. He ticks off insurance, investments, and wholly owned businesses. “You need to fire on each cylinder to make it work.”
Q: In a recent question on conviction for a 3-5 year hold in the 5i model portfolios you recently ranked these 3 financials lowest. Do you see problems on the horizon that would limit your enthusiasm for ranking them higher?
Q: In your answer to a question concerning IPO, you indicated debt at $400 million. Their public information indicates year end net debt at $213 - 221 million and 1.1 - 1.3 times Q4 2025 annualized EBITDA. How did you calculate $400 million based on above info?