I'm reading a lot of rather breathless prose about the potential of 5G and am interested on your thoughts for the potential of this technology. The names that pop up include Apple, Qualcomm, Nokia, Siemens, Skyworks, Crown Castle ( I believe that may have been a 5i suggestion) and even ( gasp) Blackberry. What companies would you suggest are best positioned to take advantage of the projected growth, both US and Canadian. Thanks.
Q: Hi Guys
Do you guys see value in Westshore Terminals at this price? . I"am down 27% on this stock. Is the correct thing to do is sell it at this point for a tax loss? . I'm always scared of selling losers in case the stock pops after i sell it.
Thanks Gord
Q: What is your opinion on KWEB ? I have heard Chinese companies are going to face more accounting scrutiny by the SEC. to maintain listings in the US. Is there a significant risk to buying the major players, ie Alibaba, Ten Cent, etc and etf's such as KWEB? . Thanks for your analysis.
Q: Hello Peter, I am intrigued after reading that a Canadian can earn about $50,000 per year of dividend income without paying any income tax. I know about your income portfolio of course, but with a view to maximizing just Canadian eligible dividend income, what would you think of the following portfolio of 14 stocks. Equal weighted, the stocks would yield 5.3%. (Disregard lack of market diversification; this can be achieved in one’s registered accounts.) Also, if one wanted to pare down the list to 10, which 4 would you delete?
BCE, CM, ENB, FTS, CNQ, AQN, CPD, FSZ, MG, KBL, POW, ALA, BIPC and NTR. Thanks!
Q: Own STC(1.5% position) & XBC(1%) Should I add to these 2 or start a position in Well?Please list in order of preference,or your ideas.They are your past picks. Txs for u usual great services & views
Gatekeeper is pleased to announce that it intends to complete a non-brokered private placement of up to $5 million (the "Financing") through the issuance of up to 5,000,000 units (each, a "Unit") at a price of $1.00 per Unit. The stock price ended the day at 0.63.
What do you make f it? Do you think the investor or investors know something that has not yet been made public?
Q: Gatekeeper Systems just announced a $5 million financing at a big premium to the current market price with what appears to be one investor. This seems to be good news for shareholders but highly unusual for a microcap stock? Any thoughts on the impact of this news to the market valuation going forward?
Q: Pason's current price and cash might look appealing to someone who doesn't have any exposure to oil in their portfolio. What are your thoughts on Pason at this time? Would you prefer a producer like Suncor or something midstream like Enbridge?
Q: Both AAPL and AMZN have had really great runs (with AAPL's run a bit stronger). Based on the new valuations, is there one 5i likes better for growth?
Q: Can you help us understand the value of holding an ETF such as VEE for foreign exposure and why it is highly recommended to own this ETF? Returns are low with high volatility. The ETF remains below 2018 levels when BABA and Tencent were ~30% less and they make up 12% of the portfolio. Maybe we are nuts but something seems amiss. Why not just buy BABA and Tencent instead? Are there other recommendations for capitalizing on Asian growth outside of China as we do not believe VEE is going to deliver returns for the expected growth in those regions.
Q: Hi,
In a previous question you responded:
" We would rank the banks: TD, RY, BNS"
Should I sell my BNS and swap for TD or RY? I've held it for years and basically just received the dividends.
Thanks
Q: Hi gang...All the headers with the stock name and symbol are missing from your Q and A's. They just disappeared. Is it just my computer? Or is there a problem.
thank you