Q: I had a thesis about Gold and purchased these 3 stocks. My thesis did not pan out, so to speak, and I wish to do some tax harvesting. I am inclined to continue to hold some Gold but wonder what your current thoughts are about the sector? Also, if you were me and wanted to stay in the sector, can you suggest some proxies to hold upon the harvest. FYI, I have a small position in Teck. Last, can you indicate which of the 3 holdings you might see as worthy of getting back into. Many 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: Hello 5i
As a value investor, SYZ is sold with a loss. PepsiCo, bought a while ago has an increase by the same amount as the loss. The dividend is 2.6%. If I sell Pepsico what suggestions would there be to replace these that have a signficant dividend? I am a 77 year old value investor with a ten year time frame with stocks and 16 ETF's in all 11 sectors, 6 ETF's of which are covered call. Any suggestions as to this strategy would be appreciated. Please take as many credits as required.
Thank you,
Stanley
As a value investor, SYZ is sold with a loss. PepsiCo, bought a while ago has an increase by the same amount as the loss. The dividend is 2.6%. If I sell Pepsico what suggestions would there be to replace these that have a signficant dividend? I am a 77 year old value investor with a ten year time frame with stocks and 16 ETF's in all 11 sectors, 6 ETF's of which are covered call. Any suggestions as to this strategy would be appreciated. Please take as many credits as required.
Thank you,
Stanley
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Archer-Daniels-Midland Company (ADM)
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Cal-Maine Foods Inc. (CALM)
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Nutrien Ltd. (NTR)
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Bunge Limited (BG)
Q: Inflation, especially food inflation ,can come thru higher prices in corn,sugar,wheat and soya...who are the leaders in such Commodities and which stocks would one buy to offset higher food prices?
Q: Would under $8 be a good entry price for PHX?
Q: Hi 5i,
sorry for beating this horse but I would appreciate your thoughts on AQN.
These are speculative events. Can you prioritize these possible future events and give some high level reasons they might do it. Priority #1 being the most likely if it ever happens. (a) approx. dividend cut by 50%. (b) issuing more shares. (c) buying back shares. (d) issuing more debt. (e) asset sales. (f) others? I noticed that there has been some insider buying buy the CEO very recently. Thanks for your thoughts!
sorry for beating this horse but I would appreciate your thoughts on AQN.
These are speculative events. Can you prioritize these possible future events and give some high level reasons they might do it. Priority #1 being the most likely if it ever happens. (a) approx. dividend cut by 50%. (b) issuing more shares. (c) buying back shares. (d) issuing more debt. (e) asset sales. (f) others? I noticed that there has been some insider buying buy the CEO very recently. Thanks for your thoughts!
Q: No press release yet (Nov17) regarding the Nov9 special meeting for the spinoff of BAM Asset Management Business. No doubt this will be approved. But why the silence. Do you have another source? Thanks
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Alphabet Inc. (GOOG)
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NVIDIA Corporation (NVDA)
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WSP Global Inc. (WSP)
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goeasy Ltd. (GSY)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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NV5 Global Inc. (NVEE)
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Lantheus Holdings Inc. (LNTH)
Q: Four Cnd. stocks, Four US. stocks, that you feel will return 10% in the next year.
Q: Hi, Hope you are able to provide your opinion on this company, after the CC and reviewing today's price action with about 20% drop on large volume. We have owned this stock for income for several years even with poor performance, lately, but liquidated half of our holding at the open today, with a small loss. ( at least capital loss can be harvested). Is there any rationale to continue to own the company, for Growth and if so, what is the level of your conviction with management's plan ? Thank You
Q: Could you please comment on their balance sheet and outlook?
Would you buy it today?
Thanks,
Milan
Would you buy it today?
Thanks,
Milan
Q: Hi 5i team,
Algonquin Power's yield is over 9% with recent drops on the share price. Can you please predict the odds for the company cuts the dividend? Is current CF able to cover the all the expenses?
thanks,
Algonquin Power's yield is over 9% with recent drops on the share price. Can you please predict the odds for the company cuts the dividend? Is current CF able to cover the all the expenses?
thanks,
Q: Hello
I like to add REITs in my portfolio for Growth & Dividend. Can you suggest one residential REIT & one industrial REIT? Do you prefer residential REIT over Industrial REIT or vice versa?
Do you prefer diversified REIT ETF over REIT stock?
Thx
I like to add REITs in my portfolio for Growth & Dividend. Can you suggest one residential REIT & one industrial REIT? Do you prefer residential REIT over Industrial REIT or vice versa?
Do you prefer diversified REIT ETF over REIT stock?
Thx
Q: Hello Team,
I own a lot of shares of YRI.
What do you think of the deal with Pan American Silver and Agnico?
Is the Share Swap fair?
Thank you,
Joseph
I own a lot of shares of YRI.
What do you think of the deal with Pan American Silver and Agnico?
Is the Share Swap fair?
Thank you,
Joseph
Q: Hello 5i team,
Can I have your assessment of the earnings report and would you wait for a pullback to get into it if you so recommend?
Regards
Rajiv
Can I have your assessment of the earnings report and would you wait for a pullback to get into it if you so recommend?
Regards
Rajiv
Q: Good Morning
In response to Gord's question on November 2, 2022 you indicated that the yield on CASH is 4.29%. My discount broker shows a dividend of $.84 yielding 1.67% and the closing price was $50.12.
Can you please clarify.
Thanks
In response to Gord's question on November 2, 2022 you indicated that the yield on CASH is 4.29%. My discount broker shows a dividend of $.84 yielding 1.67% and the closing price was $50.12.
Can you please clarify.
Thanks
Q: Good morning,
Can you rank the following for me in terms of preference for a long term hold:
Telus
BCE
TC Energy
Great West Life
Emera
Capital Power
Pembina
Sun Life
Enbridge
TD
RBC
Thanks.
Can you rank the following for me in terms of preference for a long term hold:
Telus
BCE
TC Energy
Great West Life
Emera
Capital Power
Pembina
Sun Life
Enbridge
TD
RBC
Thanks.
Q: Hello Peter,
We do not own LNTH as of yet but are watching the stock. When looking at sales and stock price for a 5-year period it was relatively flat. What event triggered a 3-fold increase in stock price? Was it one very large order for equipment in 2021 or a sustainable increase in equipment sales?
Cheers,
Debbie and Jerry
We do not own LNTH as of yet but are watching the stock. When looking at sales and stock price for a 5-year period it was relatively flat. What event triggered a 3-fold increase in stock price? Was it one very large order for equipment in 2021 or a sustainable increase in equipment sales?
Cheers,
Debbie and Jerry
Q: I have an account at Wealthsimple. I received an email this past week from them about their Venture Fund I and that they are accepting new clients until Nov 25. This deadline seemed a bit strange to me considering they have never before informed me about this fund. According to them, this fund invests in high-growth potential, pre-IPO companies.Over the past 25 years, venture capital has produced 15% returns on average, versus 10% for the S&P 500.
In your opinion, if the economy is moving into a recession, is this a bad time to invest in Venture capital has a pretty good historical track record of above market returns. Is there anything else you can tell me about this fund?
thanks for your service
In your opinion, if the economy is moving into a recession, is this a bad time to invest in Venture capital has a pretty good historical track record of above market returns. Is there anything else you can tell me about this fund?
thanks for your service
Q: Could you please provide me with 2 buy and hold Industrial names in Canada and the US. Thank you.
Q: I am a holder of MRU and currently trying to decide if I should either trim or sell and deploy capital somewhere else. the P/E seems high, relative to pears, and it has had a good run recently. My holdings represent 4.0% of the portfolio, but would love to get a little juicier yield. Is it still and good holding in a recession situation? Your perspective would be appreciated.
Q: I am aretired dividend investor and tend to keep stocks. My full position in AQN is nearing a half position (its in a RRIF so no tax loss selling). The 9.4% dividend for a Utility is extremely attractive. I am thinking of buying some more. I have read the questions and I realize a dividend cut could happen but since they will not report again until March 1, is a cut, if there is one, before then unlikely?