Q: Where can I get value and risk metrics (like Sharpe ratios) at a reasonable price? I currently only have a free Koyfin account.
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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 thinking about selling my TD shares and replacing them with another Canadian bank or financial services company. Do you thinking selling TD is a good idea or should I hold on and wait for a rebound? If I sell what would be your first choice of a Canadian bank or financial serviices company? Looking for growth, yield and stability for total return for a 5 year hold.
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Global X S&P 500 Index Corporate Class ETF (HXS)
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Vanguard S&P 500 Index ETF (CAD-hedged) (VSP)
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Vanguard U.S. Dividend Appreciation Index ETF (CAD-hedged) (VGH)
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Vanguard S&P 500 ETF (VOO)
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Vanguard Dividend Appreciation FTF (VIG)
Q: Are there US withholding taxes associated with the ETF's that are offered by Vanguard Canada (or any other Canadian ETF issuer) that pay a USD distribution??
Thanks
Thanks
Q: With Bank of Canada cutting interest rates and oil up, why would pipelines be lower? Shouldn't this also be good for telcos/pipelines/reits or are institutions positioning themselves in cyclicals for new a economic cycle so these rate dependent areas areas are under pressure. I have noticed Pembina was doing well but has been consistently down for many days. Thank you!
Q: Since Milei was elected in Argentina a year ago, there has been some economic revival. Is Argentina now an attractive investment?
Q: What do you see for potential in mdna? Biotechnology companies in canada are slim. It's this a company to own as part of a biotechnology basket?
Q: Can I please have your view of Genie? (GNE:US)
Thanks in advance.
Thanks in advance.
Q: Could you please rank the banks after the latest earnings. CM and BMO looks to be the best over the last year.
Thx
Thx
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Real Matters Inc. (REAL)
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First Business Financial Services Inc. (FBIZ)
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Provident Financial Services Inc (PFS)
Q: are there any companies that will financially benefit from real estate foreclosures ? thanks
Q: So the new combined company will be Amcor? What do you make of the new combined company moving forward, I am so confused about this one because there was also a spinoff with Magnera being created. As always thanks for your help with your amazing analysis.
Q: What was popping CLS on Friday ?
Thx
Thx
Q: Peter et al:
An opinion please on this one with the following points in mind. We all know the sector has lagged, but CVE has a lot of people putting it in the enigma pew. Quality inventory, 71% heavy, diversified with three refineries, fair dividend, BS ok and yet it goes no where. Sentiment is definitely against these guys. G&M article Dec 3, Brian Donovan " The intrinsic value of Canadian oil stocks and what Trump's proposed tariff would mean for them", ends by picking CVE as the one their models show upside for . Eric Nuttall on Nov 21 said that it was one of his worst calls in 2024 picking this instead of Suncor. I await your detailed reply, and I thank you by not asking questions with 30 companies like some. I do my own ground work.
All the best,
Ben.
An opinion please on this one with the following points in mind. We all know the sector has lagged, but CVE has a lot of people putting it in the enigma pew. Quality inventory, 71% heavy, diversified with three refineries, fair dividend, BS ok and yet it goes no where. Sentiment is definitely against these guys. G&M article Dec 3, Brian Donovan " The intrinsic value of Canadian oil stocks and what Trump's proposed tariff would mean for them", ends by picking CVE as the one their models show upside for . Eric Nuttall on Nov 21 said that it was one of his worst calls in 2024 picking this instead of Suncor. I await your detailed reply, and I thank you by not asking questions with 30 companies like some. I do my own ground work.
All the best,
Ben.
Q: Hello 5i
Given the intention to increase a position of any of these currently held for income (and growth as all being held long term), in what order would you suggest could be most beneficial considering all are currently underweight.
Thanks
Given the intention to increase a position of any of these currently held for income (and growth as all being held long term), in what order would you suggest could be most beneficial considering all are currently underweight.
Thanks
Q: Hi 5i,
What do you expect might happen with DND following the recent events in the next year or two.
Currently held and hopeful for the future, just wondering how much time makes sense to see what comes about before considering a next move.
Thanks
What do you expect might happen with DND following the recent events in the next year or two.
Currently held and hopeful for the future, just wondering how much time makes sense to see what comes about before considering a next move.
Thanks
Q: Hi 5i
What are your expectations for the upcoming year for both Canadian and US markets?
It's understood that you can't foretell the future but gut feel is the ask.
Thanks
What are your expectations for the upcoming year for both Canadian and US markets?
It's understood that you can't foretell the future but gut feel is the ask.
Thanks
Q: Hi Guys
I hold AltaGas and was thinking of swapping for South Bow. Thinking better dividend at a minimum. What are your thought on this switch for a long term hold. Which do you think will have teh better overall return 5 years out?
Much thanks
Stuart
I hold AltaGas and was thinking of swapping for South Bow. Thinking better dividend at a minimum. What are your thought on this switch for a long term hold. Which do you think will have teh better overall return 5 years out?
Much thanks
Stuart
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Amazon.com Inc. (AMZN)
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NVIDIA Corporation (NVDA)
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iShares Russell 2000 Growth ETF (IWO)
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iShares Core S&P U.S. Total Market Index ETF (XUU)
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Global X Nasdaq-100 Index Corporate Class ETF (HXQ)
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Vanguard Growth ETF (VUG)
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iShares Core S&P Small-Cap ETF (IJR)
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Propel Holdings Inc. (PRL)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Invesco NASDAQ 100 ETF (QQQM)
Q: I provided some funds to my two grandsons approximately 6 months ago. One grandson invested his funds in the stocks and ETFs noted above. He is very pleased to see an increase in market value for all his investments. I will be providing my grandsons with additional funds to add to their existing investments. Please rank the existing investments shown above for long term growth. I will submit a second question for my other grandson. Best wishes for the Holiday Season.
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Amazon.com Inc. (AMZN)
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Costco Wholesale Corporation (COST)
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Alphabet Inc. (GOOG)
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NVIDIA Corporation (NVDA)
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iShares Core S&P U.S. Total Market Index ETF (XUU)
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Vanguard S&P 500 ETF (VOO)
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Vanguard Growth ETF Portfolio (VGRO)
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iShares Core Equity ETF Portfolio (XEQT)
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Invesco NASDAQ 100 ETF (QQQM)
Q: The existing investments for my other grandson are shown above. Please rank his investments for long term growth. Best wishes for the Holiday Season.
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BCE Inc. (BCE)
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goeasy Ltd. (GSY)
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BMO Equal Weight Utilities Index ETF (ZUT)
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iShares S&P/TSX Capped Consumer Staples Index ETF (XST)
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Harvest Healthcare Leaders Income ETF (HHL)
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Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX)
Q: Retired, dividend-income investor. Sitting on roughly 5-6% cash for topping up existing positions to, over time, hit Asset Allocation targets.
Candidates = BCE, GSY, HHL, HMAX, XST, ZUT. If I was deciding to deploy funds to create the largest total return over the next year or two, from their existing valuation, a) in what order would you deploy the funds and b) a short qualifier for each position?
My view = buy in this order:
ZUT = good momentum, room to run before hitting earlier peak
GSY = good value, $150-155 should be excellent value
XST = graph against 50 and 200mda...very tight chart....could buy anytime
HMAX = good value, banks should run
HHL = healthcare stocks should get over their fear of their new boss in a few months....or not. Give it some time.
BCE = last on the list. Just rebought after cap loss capture. Give it even more time.
Thanks for your help....Steve
Candidates = BCE, GSY, HHL, HMAX, XST, ZUT. If I was deciding to deploy funds to create the largest total return over the next year or two, from their existing valuation, a) in what order would you deploy the funds and b) a short qualifier for each position?
My view = buy in this order:
ZUT = good momentum, room to run before hitting earlier peak
GSY = good value, $150-155 should be excellent value
XST = graph against 50 and 200mda...very tight chart....could buy anytime
HMAX = good value, banks should run
HHL = healthcare stocks should get over their fear of their new boss in a few months....or not. Give it some time.
BCE = last on the list. Just rebought after cap loss capture. Give it even more time.
Thanks for your help....Steve
Q: What would be a good price to buy AVGO?.....thanks for your tip....Tom