Q: The rationale in the recent bump up in the Growth Portfolio holding was in part due to expected margin expansion - which in particular? Also can you comment on the latest and largest acquisition of Strata Health. 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.
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RBC Quant Canadian Dividend Leaders ETF (RCD $32.90)
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Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $52.84)
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iShares Core MSCI Canadian Quality Dividend Index ETF (XDIV $32.37)
Q: Question:
When analyzing Total return performance of VDY, RCD, XDIV over the long term. What % is due to price appreciation and what % is due to dividends?
These are ETF's focused on Canadian Dividend Income.
Previous Answer for XIU:
Over the last ten years, XIU’s total return CAGR is around 8.9%, with price appreciation and dividends accounting for 5.8% and 3.1%, respectively.
Over the last five years, XIU’s total return CAGR is around 11.7%, with price appreciation and dividends accounting for 8.3% and 3.4%, respectively.
When analyzing Total return performance of VDY, RCD, XDIV over the long term. What % is due to price appreciation and what % is due to dividends?
These are ETF's focused on Canadian Dividend Income.
Previous Answer for XIU:
Over the last ten years, XIU’s total return CAGR is around 8.9%, with price appreciation and dividends accounting for 5.8% and 3.1%, respectively.
Over the last five years, XIU’s total return CAGR is around 11.7%, with price appreciation and dividends accounting for 8.3% and 3.4%, respectively.
Q: Hi- could i get your take on UBER earnings ? Was the sell off warranted- would you add to a position at this level. forward P/E of 50 seems a bit rich
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Brookfield Corporation Class A Limited Voting Shares (BN $90.40)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $82.65)
Q: In your response today regarding BN, you said they were looking at moving their hq to the US. I think that was a typo, since it seems only BAM is looking to move their hq and not the parent company BN, correct? Also I see some more recent info came out today, see here. Can you explain to us BAM shareholders what this means for us? Its a bit complex, and i'm not sure if us shareholders get hosed on this move. Thx
Q: 3 Questions:
Why is Magna up on the Q results? I sold at $100. Do you think there is a reason to step in?
What would be your favorite industrial for growth?
Why is Magna up on the Q results? I sold at $100. Do you think there is a reason to step in?
What would be your favorite industrial for growth?
Q: Thoughts please on the quarter please
Thx
Thx
Q: Does the move of its headquarters affect the Canadian Corporation status of this and its related companies and thus the dividend tax credit?
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Alphabet Inc. (GOOG $192.11)
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Intuitive Surgical Inc. (ISRG $511.00)
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ATS Corporation (ATS $42.06)
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Super Micro Computer Inc. (SMCI $49.86)
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Crocs Inc. (CROX $106.31)
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Ceragon Networks Ltd. (CRNT $2.26)
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Aspen Aerogels Inc. (ASPN $7.77)
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Celsius Holdings Inc. (CELH $44.34)
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TransMedics Group Inc. (TMDX $105.60)
Q: Good Day,
Rough day in the markets Thursday. After mine and other questions, getting a sort of analysis paralysis trying to make the 'right' move. Some (potentially) attractive dips, and Looking to set up the accounts for the next couple months.
Current concerning holdings. Hold, Sell, or add?
ASPN
ATS
CELH
CRNT
CROX
SMCI
TMDX
For the adds and holds, please rank with the following names in terms of highest conviction and total returns in the coming year. Knowing you can't get personal, what would be the highest portfolio percentage you would think would be appropriate for each given the nature/stage of the lifecycle each is in?
GOOG NTR ATD LUG GAU AEM WPM BCE SHOP ISRG
Thanks for everything!
James
Rough day in the markets Thursday. After mine and other questions, getting a sort of analysis paralysis trying to make the 'right' move. Some (potentially) attractive dips, and Looking to set up the accounts for the next couple months.
Current concerning holdings. Hold, Sell, or add?
ASPN
ATS
CELH
CRNT
CROX
SMCI
TMDX
For the adds and holds, please rank with the following names in terms of highest conviction and total returns in the coming year. Knowing you can't get personal, what would be the highest portfolio percentage you would think would be appropriate for each given the nature/stage of the lifecycle each is in?
GOOG NTR ATD LUG GAU AEM WPM BCE SHOP ISRG
Thanks for everything!
James
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Merck & Company Inc. (MRK $81.61)
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Harvest Healthcare Leaders Income ETF (HHL $7.10)
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Health Care Select Sector SPDR (XLV $133.53)
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iShares U.S. Healthcare ETF (IYH $56.11)
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Harvest Healthcare Leaders Income ETF (HHL.U $7.69)
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Harvest Healthcare Leaders Income ETF (HHL.B $8.07)
Q: I currently just have ABBV in my portfolio so was thinking about adding an Healthcare ETF. You often mention IYH and XLV in your QandA; do you have any others that you would recommend with a higher dividend as I am an income investor who want some growth? IYH has a 3% div on 5i site, but 1% on most other sites - could you explain that? Was also thinking about adding MRK. Can you comment for a longer term hold. Thank you.
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Dynamic Active Ultra Short Term Bond ETF (DXV $19.70)
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Dynamic Active Preferred Shares ETF (DXP $24.89)
Q: Looking to park cash for 1 to 2 years and would like your comparison and assessment of these etf and recommendation. Thanx.
Q: With the drop in share price last month or so of 20 percent would you invest in it or is it a value trap?
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JPMorgan Chase & Co. (JPM $291.43)
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Prudential Financial Inc. (PRU $104.22)
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Sun Life Financial Inc. (SLF $85.10)
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Intact Financial Corporation (IFC $303.11)
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iShares S&P/TSX Capped Financials Index ETF (XFN $66.19)
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Financial Select Sector SPDR (XLF $52.68)
Q: Hi group on my last question to you I asked for 2 stocks in US and Cad (financials+ I also asked for 2 financial ETFs stocks same sector- I did not get the US and Cad etf sugestions...can you please revisit the question. has you stock pics picks on the financial stocks changes as of todays sell off ?...appreciate your help
Q: Of the two companies above which would you prefer today.....please elaborate? Thanks.
Q: Hi gang, again thanks for answering all Q's on Hammond, I like your SBC comparison to other big companies and your adjusted EBITDA response to mine.
So I promise this to be my last Q on the Hammond roller-coaster;)
Can you provide an update on growth drivers, YoY and forward looking for this co,pany. Is the underlying thesis still strong, with all the electrification needed in NA. And what support levels do you see? I'm looking to leg into a full position, but based on Apr - Jun levels of mid 90's it looks like we could have more floors down to go.
Thx
So I promise this to be my last Q on the Hammond roller-coaster;)
Can you provide an update on growth drivers, YoY and forward looking for this co,pany. Is the underlying thesis still strong, with all the electrification needed in NA. And what support levels do you see? I'm looking to leg into a full position, but based on Apr - Jun levels of mid 90's it looks like we could have more floors down to go.
Thx
Q: Hi there, your thoughts on WGX results?
Are the shares trading at a fair price here based on current gold price?
Thanks!
Are the shares trading at a fair price here based on current gold price?
Thanks!
Q: How closely would you consider the bitcoin craze with that of tulipmania in Holland centuries ago? Should bitcoin turn out to be a tulip, how will that reverberate around the markets?
Q: Thought on recent results? Looking to add to my position.
Q: ASML seems to be on sale if one has faith in a long term view. Do you?
It is a cyclical stock but surely the demand will rise again.
It is a cyclical stock but surely the demand will rise again.
Q: Would you consider Roku a good candidate to slowly accumulate or at best a hold letting the dust settle?
Thanks
Thanks
Q: Greetings 5i,
PTON reported Oct31. What are your thoughts on the results and also the announcement of a new CEO?
Cheers!
PTON reported Oct31. What are your thoughts on the results and also the announcement of a new CEO?
Cheers!