Q: I am planning to buy a half position in one of these companies, partly as a defensive holding. Even though the markets are up significantly in the last 6 months, shares in both these companies have been in fairly steady decline totalling over 10% in that time. I find it difficult to buy when a stock price has negative momentum. Do you have any indicators of what is leading to the price decline and when it could turn around?
Q: Hi 5i Team. I'm a new subscriber since not too long ago. I really like your service! I've been learning a lot here and how stocks are doing to better help my decisions on which stocks to invest in. I haven't been asking questions but have been reading a lot of them from others and find it great that the Q&A is made available to all subscribers. I'm glad I joined and now taking the leap asking some questions of my own now that I've built a little more confidence and knowledge about the stock market.
Here goes with my questions:
Can you comment on MU. Is this company still in good financial shape for growth and increasing revenues to support the increased stock price since last November? Or is there something that might affect its upcoming earnings announcement in March. It’s now hit a new high yesterday after a dip in January. Just wondering if you see or have heard of something up to now that might negatively affect its recent uptrend.
Q: in a posting this past week, you indicated that you preferred ATD.b over PKI. Both of the companies sell gas but ATD.b is listed as consumer non-cyl in the balanced portfolio and PKI as energy. Do you see them as similar? Do you see them as picking up once the pandemic is under control? what would be a good entry level price?
thanks
Q: Would appreciate your analysis of this little company as it seems to have momentum since its report date in January, do you think it deserves a small investment.
Thanx Gary
Q: When is TOU reporting next 3000 shares . Tks to 5i I am now making small amount of money and your advice on tou in the past helped It took a long time to get back to this position for tou . Analyst say it could go to $24 and If they are correct I will be making more money .I like the dividend and probably will trim down to 500 shares of tou and will look at putting cash in ETF's that are more conservative. Topaz I have 200 shares and will keep for now. This is in RRIF account and I will not need cash for this year or next, What is your outlook for these 2 stocks. Tks 5i team
Q: (Part 2 with 6 new companies) I watched a presentation on Saturday where analysts fielded audience company suggestions and whittled them down to a few that they felt could 10 X in a reasonable time frame. I am wondering if you can look at this six and rank based on potential? For the top two, it would be great if you can discuss the TAM, impact of market value and shares outstanding, if they are solving a new problem/creating a new market and quality of management. Basically, why those two?
Q: Hi Peter,
I have a portfolio of CND stocks, AT, EGLX,ERO,WELL,KRR.XBC, and a portfolio of US listed stocks, DCBO,CRWD,FUBO,MITK,LSPD,PINS,KL. I am comfortable with my holdings and dont plan to sell in the short term. Based on the context of my portfolio, should I decide to hedge my portfolio by buying HUV:CA, as rule of thumb, what % of my portfolio would you think would be adequate to hedge without having to highly dilute my overall returns. I hope I am making sense with the question I am asking.
Your assistance is much appreciated.
Thanks,
Q: Does this make sense? Thanks!
This is an incredibly simple idea for any Tilray shareholders but it is also a good one. Tilray (TLRY) and Aphria (APHA) are combining. They will become one, probably by August. So if you own Tilray, you will still own TLRY shares by then. If you own Aphria, you’ll own TLRY shares by then, too. But if you invest the same number of dollars in Aphria, you’ll end up with more TLRY. More TLRY is better than less. Today, the deal is worth $53.51 in TLRY shares for each Aphria share you own. That is a $27.21 net spread above today’s Aphria market price.
WHY?
EACH Aphria share WILL GET 0.8381 TLRY shares.
Q: What are your top 3 stock recommendations right now for purchase of Canadian energy companies predominately focused on natural gas exploration and production (ie. producers, not mid-stream players, and natural gas focus more so than oil). What is your rationale for each? Long term focus, dividend would be nice but not required.
Thanks - really appreciate all your good advice.
Q: Question regarding investing in a US dollar TFSA. Are returns taxable in any way? And if so are these deduction at source before generating into the tfsa? If there are consequences, what is best inside the US tfsa, dividends or capital gains. Deduct as needed
Q: Would it make sense for both Couche Tard and Suncor to strike a deal for the former to take over the latter's retail gas stations? Would such a deal unlock value for Suncor, and at the same time be a meaningful addition to Couche Tard?
Q: I have BPY.un in my TFSA and I intend to sell it as soon as Brookfield raises its offer (hopefully). To replace it, I will choose between PPL and KEY; I own both in a cash account and my strategy for my TFSA is to "hide" higher-yield equities in it, hence my willingness for putting PPL or KEY in my TFSA. For a 10+ years holding, which one should I choose if I want dividend growth, some capital growth and lower volatility?