Q: Hi All at 5i! There have been several questions about the various Brookfield stocks. I read an excellent article explaining all of them, their dividends and interconnections yesterday ( Jan 13) on seeking alpha. The article was by Alexander Steinberg and was entitled “ Not All of Brookfield’s Subsidiaries are Created Equal.” Cheers, Tamara
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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, here is the email response as received from the CFO of Boyd Group, for clarification about conversion price of units. Hope it's helpful. I now, intend to take it up with my broker.
" At December 31, 2019, the closing price of the Trust Units was $202.00, which could be deemed to represent the fair market value of the BGSI Common Shares on January 1, 2020. This position is not binding on the CRA and we recommend that you consult your tax advisor with respect to the appropriate mechanism of valuing the BGSI Common Shares received pursuant to the Arrangement. "
" At December 31, 2019, the closing price of the Trust Units was $202.00, which could be deemed to represent the fair market value of the BGSI Common Shares on January 1, 2020. This position is not binding on the CRA and we recommend that you consult your tax advisor with respect to the appropriate mechanism of valuing the BGSI Common Shares received pursuant to the Arrangement. "
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Franco-Nevada Corporation (FNV)
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Descartes Systems Group Inc. (The) (DSG)
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Enghouse Systems Limited (ENGH)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Evertz Technologies Limited (ET)
Q: I am assuming that a company with lots of cash can withstand a major pullback better that a company carrying a lot of debt. could you give me 5 or 6 companies any sector with lots of cash that could withstand a market correction with less impact to their share value?.
thanks Dave
thanks Dave
Q: Happy New Year!
What is your opinion on MELI in general? What is their risk level comparing with Ebay, Shop etc? Is it buyable? Thanks.
Lin
What is your opinion on MELI in general? What is their risk level comparing with Ebay, Shop etc? Is it buyable? Thanks.
Lin
Q: I am now over 7% with SHOP, thinking of trimming back to 4% or so (not the first time I have trimmed back, thanks 5I!) and buying more ROKU to which I am currently at 2.5%. I am heavy in tech and a little low in communication as is although I am not too concerned with the sector balance at this point. I also do not mind holding to 8%
Q: Which Canadian Blue Chip companies in Industrials and Utilities would you recommend investing in at this time?
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Intuitive Surgical Inc. (ISRG)
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Salesforce Inc. (CRM)
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The Trade Desk Inc. (TTD)
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Zendesk Inc. (ZEN)
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Etsy Inc. (ETSY)
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Teladoc Health Inc. (TDOC)
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Stitch Fix Inc. (SFIX)
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Insulet Corporation (PODD)
Q: Which of these US stocks do you feel have the best growth outlook when you review their management and potential? ISRG, FRPT, PODD, ETSY, TDOC, CRM, ZEN, SFIX, TTD.
Please rank in order of best to worst for a 5-10 year+ investment. Thanks!!
Please rank in order of best to worst for a 5-10 year+ investment. Thanks!!
Q: I currently have a full position in CSU plus half positions in KXS, ENGH and HXQ. I note that on several equations you have recommended DSG as a core holding. My question is, if I buy DSG will I get diversification from my other tech holdings?
Q: I wonder if EVI is a buy now? It is close to 52 week low. Thanks very much.
Q: Reviewing the issue of asset allocation and I must say that I have been avoiding bonds. The ETF approach interests me, but when to by is a mystery, re; haven"t seen bond gains lately. Appreciate any clarification you can provide & thanks!
Q: Hello 5i team,
Can I have your opinion on the prospects for Cameco ?
I am seeking Cdn large Cap companies with Global pricing power, who can complete(successfully) on the world stage, and whose stock is well priced.
Is my investment dollar better spent elsewhere, such as Nutrien, BAM.a, MFC or others you know of ?
Can I have your opinion on the prospects for Cameco ?
I am seeking Cdn large Cap companies with Global pricing power, who can complete(successfully) on the world stage, and whose stock is well priced.
Is my investment dollar better spent elsewhere, such as Nutrien, BAM.a, MFC or others you know of ?
Q: What companies have you attended their conference calls and which ones were you impressed with?
Q: Greetings,
I've held WSP for quite a long time and done very well with it. However, it is in my RRIF and I'm looking to go a bit more conservative. Seems like a swap to BEB.UN might make sense. What do you think?
I've held WSP for quite a long time and done very well with it. However, it is in my RRIF and I'm looking to go a bit more conservative. Seems like a swap to BEB.UN might make sense. What do you think?
Q: I’ve done fairly well on the stock so far thanks entirely to your recommendation so thank you for starters. What are your thoughts about when to take profits in a company like this? I made money in Shopify a few years ago and sold, only to see the stock continue to rise over the years. Is ttd a name you’d suggest sitting back with for now? I get anxious when I have a good profit and tend to sell the winners. It seems to me that TTD is a leader in a new and growing space (like shop was a few years ago). Thanks.
Q: Hi team,
What are your thoughts on taking a position in HMMJ now for long term exposure to the sector?
Thanks!
What are your thoughts on taking a position in HMMJ now for long term exposure to the sector?
Thanks!
Q: The stock price keeps going up. Globe Investors indicates a PE of $219. Is it a sale? Thanks.
Q: Hello Team ,
With the recent movement in the gold market do you expect the profitability of XAU to respond positively? Are customer holdings of precious metals increasing and is it worth holding yet?
With the recent movement in the gold market do you expect the profitability of XAU to respond positively? Are customer holdings of precious metals increasing and is it worth holding yet?
Q: Can you have a look at the stock charts for me. Also I noticed today there is double the volume of shares trading today on both of these. Thoughts on timing getting back in on these?
Aphria reports earnings tomorrow do they not?
Aphria reports earnings tomorrow do they not?
Q: Peter and HisWonder Team
Here is a hypothetical question. Let's say gold stays in a range of 1550-1650 in the next year. Now let's compare ASR vs HMY. Which company do you think has less risk factors and therefore more upside potential. In other words which one do you like more? Thanks...your insights are always of value and I use them in my own calculations.
Here is a hypothetical question. Let's say gold stays in a range of 1550-1650 in the next year. Now let's compare ASR vs HMY. Which company do you think has less risk factors and therefore more upside potential. In other words which one do you like more? Thanks...your insights are always of value and I use them in my own calculations.
Q: Can you explain how does QE make stock market go higher?
Thanks.
Liping
Thanks.
Liping