Q: Twice in the last two weeks you've been asked to provide your list of top 10 stocks with the highest conviction over the next 5-10 years. The lists have been the same, with one exception. The earlier list had ISRG on it; the most recent list replaced ISRG with IFC. Are you losing faith in ISRG?
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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 team,
What are your thoughts and do you have suggestions (names) on investing in a Public private equity company as a means to curb some of the volatility. Thank you as always.
What are your thoughts and do you have suggestions (names) on investing in a Public private equity company as a means to curb some of the volatility. Thank you as always.
Q: Hello , is this a good time in the cycle to start buying MX.TO.
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Occidental Petroleum Corporation (OXY)
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Canadian Natural Resources Limited (CNQ)
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Peyto Exploration & Development Corp. (PEY)
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Tourmaline Oil Corp. (TOU)
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Birchcliff Energy Ltd. (BIR)
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Chord Energy Corporation (CHRD)
Q: I own CNQ (largest position), OXY, and CHORD in my trading accounts. I am down quite a bit in CHORD since the Enerplus merger.
I don't really have that much exposure to natural gas stocks at the moment. Would it make sense to sell CHORD, claim a capital loss, and buy something like PEY, TOU, or BIR?
I don't really have that much exposure to natural gas stocks at the moment. Would it make sense to sell CHORD, claim a capital loss, and buy something like PEY, TOU, or BIR?
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Vanguard FTSE Developed All Cap ex North America Index ETF (VIU)
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Vanguard FTSE Developed Europe All Cap Index ETF (VE)
Q: My international holdings (ex, US) comprise 15 % of my portfolio, which comprises 70% VE, and 30% VEE. Do you think that VIU would be a better option than VE at the same percentage? Thanks in advance as always.
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iShares S&P/TSX Global Gold Index ETF (XGD)
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iShares Gold Bullion ETF (CGL)
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Sprott Physical Gold Trust (PHYS)
Q: Hello. Gold and gold stocks have had a nice run. Do you think this move still has legs? If so, would CGL and XGD be good investments or are there others which you prefer?
Thank you.
Thank you.
Q: For a 5 year plus hold which of these recently fallen angels do you prefer, Race or Telus?
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Premium Brands Holdings Corporation (PBH)
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iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY)
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AeroVironment Inc. (AVAV)
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Magna International Inc. (MGA)
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Brookfield Renewable Corporation Class A Subordinate (BEPC)
Q: I'm holding the above in a RSP and the above stocks are quite down. Given the current environmnet, is it time to sell them? today, rather than last week!
Q: I'm considering taking a position in the sub-prime Canadian lenders. Between Propel and Goeasy, which one would you choose to maximize total returns given the current market price? Is there an advantage in holding both with a (50/50) position? Planned holding period is 3 to 5 years.
Thanks for the great service.
André
Thanks for the great service.
André
Q: In light of the tariffs, what should I do if I hold shares of LNR. Is there hope of recovery or should they be sold? Thank you.
Q: Hello Team,
In one answer you stated NBIS is very high risk and in another you stated that half the market cap is in cash. If half the market cap is in cash doesn’t that make it far less risky? Can you please provide a current valuation, your thoughts on the investment thesis and what price it would be a table pounding buy?
In one answer you stated NBIS is very high risk and in another you stated that half the market cap is in cash. If half the market cap is in cash doesn’t that make it far less risky? Can you please provide a current valuation, your thoughts on the investment thesis and what price it would be a table pounding buy?
Q: With 'be greedy when others are fearful' in mind which of Magna, Linamar and Martinrea are the best bargain right now?
Q: KITS is up big recently. Should I still be adding more?
Q: If the American dollar drops significantly what effect on price of Phys.to
Q: Hello, I have noticed that AW has moved up $2 over the last 2 days which seems like a lot for a stock that has been moving down for the last 4 months. Other than an RBC target price of $34 has there been anything else to get this stock moving? Thanks,
Q: Hi team,
What is the significance of the Morning Star annotations (v.g. *** Silver) when you look at an ETF or stock ? Does it change frequently and for what reason ?
Gratefully,
Jacques IDS
What is the significance of the Morning Star annotations (v.g. *** Silver) when you look at an ETF or stock ? Does it change frequently and for what reason ?
Gratefully,
Jacques IDS
Q: What happens to the earnings of Propel if the US economy goes into recession? I’m confused because I have heard recessions cause more people to use their type of lending. Yet you would think defaults would rise significantly. What would the net effect be?
Q: Can you please provide a link to watch a replay of Peter's Market Call session tomorrow (March 27th)? I am unable to watch it live and am sure many other members will be in the same situation. Thank you!
Q: Another day, another short report on Applovin. All the reports say something to the effect that Applovin tracks users in a way that the major platforms Apple and Google forbid. The worry is a deplatforming at some point. What do you make of this?
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Alphabet Inc. (GOOG)
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Walmart Inc. (WMT)
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Loblaw Companies Limited (L)
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Constellation Software Inc. (CSU)
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Intact Financial Corporation (IFC)
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WSP Global Inc. (WSP)
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Stantec Inc. (STN)
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Alimentation Couche-Tard Inc. (ATD)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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RTX Corporation (RTX)
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Propel Holdings Inc. (PRL)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Hi Group please share your top 4 sectors c/w 3 stocks in each. (please rate the 3 in order of preferred order to add) also if you could suggest a good entry price (i intend to average in over the next 6 months presently no defense /manufacturing exposure also light on health care. I have 20% of my portfolio in cash. thanks