Q: As I muddle my way through determining which holdings to purchase or add to and which to reduce or sell outright, I can't seem to ignore the backdrop of tariffs and an unpredictable Trump. If CUSMA goes down the toilet and duties are applied to almost all goods I can't see how there wouldn't be cataclysmic damage to our country. I am increasingly worried that as an investor I am not discounting the likelihood of this accurately. I am wondering if you could comment on this and discuss what your thoughts are. I would like to be able to better formulate my own opinion as to the risk I am taking with equities and your input would be valuable.
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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: Hello, I'm low on consumer staples stocks, which one of the following three would you pick and why (FYI, I am not interested in either L or ATD): MRU, NSTL (CDR) or PG(CDR)? Thanks.
Q: I'm analyzing some pharma companies for a potential single company to add to the portfolio. I know you like Cipher in Canada. I'm looking for outsized long term returns, so I'm excluding mega caps like Eli Lilly etc. More looking to get in earlier and hold a company that has the criteria to be a big name down the road. Can you compare CPH to KRYS, which is a US company that filters pretty well for what I'm looking for. Let me know which of the 2 looks like the better choice? Thx
Q: Thoughts on earnings release and what might be a good entry point if you recommend starting a position? Thanx
Q: Good morning 5i.
I would appreciate 5i's comments on Forward P/E ratios published in major reporting entities like Globe Investor.
Are these based on consensus analyst projections of forward earnings? Do the forward earnings forecasts exclude large non-recurring transactions (that could flip a 'real' 22 Forward P/E projection into a more attractive looking 11?
In summary, what advice would 5i have on the above, and how much should one take an "attractive looking" forward P/E into consideration when thinking about a stock?
Thank you.
I would appreciate 5i's comments on Forward P/E ratios published in major reporting entities like Globe Investor.
Are these based on consensus analyst projections of forward earnings? Do the forward earnings forecasts exclude large non-recurring transactions (that could flip a 'real' 22 Forward P/E projection into a more attractive looking 11?
In summary, what advice would 5i have on the above, and how much should one take an "attractive looking" forward P/E into consideration when thinking about a stock?
Thank you.
Q: Is it advisable to sell HBND for a tax loss (down 13%) before year end?
If inflation looms or bond vigilantes are at work, long-term bond yields could go up from here.
Appreciate your thoughts
If inflation looms or bond vigilantes are at work, long-term bond yields could go up from here.
Appreciate your thoughts
Q: We’ve seen a decline in stock price steadily since about Nov. 21,and a significant drop today. It looked promising after the Parkland deal . Do you see any reasons for the way it’s acting?
Philip
Philip
Q: If one believed Japan will slowly start increasing interest rates. Is it generally better to invest in a hedged or non-hedged Japan ETF? Is the Japan Value ETF, EWJV hedged?
Q: Groupe Dynamite released a very strong Q3 earnings report on Tuesday, with same store sales growth over 30%, earnings per share up 75% and declared a $2.30 special dividend. I have been building a position in this stock since September. What did you think of the earnings report and do you still think it has good upside potential over the next couple of years?
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UiPath Inc. Class A (PATH $16.14)
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AST SpaceMobile Inc. (ASTS $66.26)
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DigitalBridge Group Inc. (DBRG $13.39)
Q: I just read Peter’s rockets and duds, I would like to jump on the bandwagon for these 3 companies - if it makes sense to do so.
What advice can you provide given the rocket ride so far? Can they go up more in the near future? Thanks.
What advice can you provide given the rocket ride so far? Can they go up more in the near future? Thanks.
Q: Good Day team, Been down 48 to 50% for long time. My book price was 32.51.giving me yield of 3.6. Considering double down for a yield of 4.8. This would use up my allowed contribution room in TFSA .So selling would give no tax loss advantage . Better place for new money or ? Much appreciate your insight.Thanks Larry
Q: We're approaching January, many of which have a lot of turbulence as fund managers sell winning stocks/sectors from this year to buy into what they think will be the winning stocks/sectors for 2026. Do you have any insight on what we should expect from them this time around? Canadian banking has been insanely good this year. Will they bet on that continuing or sell off to buy tech? Or will they go for gold or the long neglected healthcare or real estate sectors?
I presume there will also be a lot of retail selling of winners this year from people who put it off so the taxes would be delayed. Though I'm not sure how much retail moves the needle compared to funds.
I presume there will also be a lot of retail selling of winners this year from people who put it off so the taxes would be delayed. Though I'm not sure how much retail moves the needle compared to funds.
Q: Are these good entry points to initiate position?
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Molina Healthcare Inc (MOH $162.13)
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Huntington Ingalls Industries Inc. (HII $321.92)
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Venture Global Inc. Class A (VG)
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Victorias Secret & Co. When-Issued (VSCO.W $44.79)
Q: Hi 5I
What do you think the future prospects are for Huntington Ingalls, Victoria Secret, Venture Global and Molina Heathcare for the next 5 years?
Thanks
Carm
What do you think the future prospects are for Huntington Ingalls, Victoria Secret, Venture Global and Molina Heathcare for the next 5 years?
Thanks
Carm
Q: What can you tell me about this company? My brother clued me into this as a “hot tip” but I can’t find a lot of information about it.
Q: You have Dollarama profiled as consumer staples but classify it as cyclical in the growth portfolio. Which would be the better classification?
Q: What are expectations for Dollarama when it reports on Dec 11?
Thank You.
Thank You.
Q: Hello,
Which do you see having more upside over the next 5 years, NVDA or GOOG?
Thanks as always.
Which do you see having more upside over the next 5 years, NVDA or GOOG?
Thanks as always.
Q: Would superficial tax loss apply to this scenario?:
Selling stock at a loss, buying a call option on the same stock and selling the option at a profit within 30 days.
Obviously, if one cashes in the call option within 30 days of selling the stock at a loss, it would be considered a superficial loss, right?
Thanks for the answer and have a nice holidays
Selling stock at a loss, buying a call option on the same stock and selling the option at a profit within 30 days.
Obviously, if one cashes in the call option within 30 days of selling the stock at a loss, it would be considered a superficial loss, right?
Thanks for the answer and have a nice holidays
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JPMorgan Nasdaq Equity Premium Income ETF (JEPQ $57.39)
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JPMorgan US Equity Premium Income Active ETF (JEPI $25.12)
Q: JEPI can be bought in either USD or CAD. If I buy it in CAD is the dividend paid in Canadian dollars and therefore no 15% holdback if held in a non registered account?
Would the same apply to JEPQ?
Thanks
Would the same apply to JEPQ?
Thanks