Q: Can you give me your thoughts on how well positioned the above noted stocks are in our current economic environment?
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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: If these companies more or less share the same space, which would you prefer? Thanks as always.
Q: Hi Team,
May I please have your thoughts about ONEX's proposed acquisition of WestJet? Thank you.
Michael
May I please have your thoughts about ONEX's proposed acquisition of WestJet? Thank you.
Michael
Q: Interesting article in Tuesday's Globe about the SNC sale of Highway 407. Stephen Jarislowsky is against the sale, he thinks it should go to a shareholder vote and feels that the value of the 407 investment will double in 10 years. My question is how can an an investor like myself invest in the 407 and if the answer is no can you recommend a similar investment. Thank You.
Q: Your thoughts re onex buying gluskin Schiff please.
Q: Can I get your thoughts on Onex? Is the current price a good entry point for a long term hold?
- Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH)
- ONEX Corporation Subordinate Voting Shares (ONEX)
Q: Greetings 5i Team,
What is your opinion of these two companies, which would your rather own and is this a good time to invest?
Steve
What is your opinion of these two companies, which would your rather own and is this a good time to invest?
Steve
- Toronto-Dominion Bank (The) (TD)
- Bank of Nova Scotia (The) (BNS)
- ONEX Corporation Subordinate Voting Shares (ONEX)
- Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
Q: Please recommend one of the financial companies to be added in my portfolio.
Q: Can you comment on why Onex has been so terrible in terms of this years performance.....and what you think it's prospects for 2019 are?Also is Vermillion dividend safe in your view?
Q: Hold ONEX in my RSP as a long portfolio diversifier. Could you comment on the latest numbers and would you prefer ONEX or BAM.A. Thanks Ron
Q: Hi there
Any thoughts on why Onex has fallen so much since the summer?
Thanks
Stuart
Any thoughts on why Onex has fallen so much since the summer?
Thanks
Stuart
Q: I hold a full position in both ONEX and BAM (BAM in US$). I'm 79 and have cash to see me through the next 2 years. I look to my portfolio to mainly provide growth with reasonable security. Is this too much private equity, and if so which one would you sell and what would be a better investment?
How do you allocate these two when considering geographic and sector allocation. It doesn't seem right to classify both as Canadian Financial
How do you allocate these two when considering geographic and sector allocation. It doesn't seem right to classify both as Canadian Financial
Q: Hi 5i,
I understand that many high net worth and institutions have alternative assets in their portfolios. Can you please help suggest some stocks which may be available for purchase on a Canadian stock exchange for an individual investor representative of the asset class.
1. Private Equity: BBU.UN, ONEX?, stock?, ETF?
2. Hedge Funds: stock?, ETF?
I understand that many high net worth and institutions have alternative assets in their portfolios. Can you please help suggest some stocks which may be available for purchase on a Canadian stock exchange for an individual investor representative of the asset class.
1. Private Equity: BBU.UN, ONEX?, stock?, ETF?
2. Hedge Funds: stock?, ETF?
- Canadian National Railway Company (CNR)
- TC Energy Corporation (TRP)
- Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A)
- ONEX Corporation Subordinate Voting Shares (ONEX)
- Inter Pipeline Ltd. (IPL)
- TFI International Inc. (TFII)
- Open Text Corporation (OTEX)
- Alimentation Couche-Tard Inc. (ATD)
- Premium Brands Holdings Corporation (PBH)
Q: Hello 5i, Thanks very much for all you do for your members. I look at your organization as the "Robin Hood" of the Canadian financial industry. My question today is: I sold my ECI this last week and decided to capture the gain and redistribute to one new position with the proceeds. I'm looking for another dividend aristocrat (as identified by the S&P index or one that could be as CIX will be getting the boot) I'm closing in on retirement but still like to stay in the growing type names. Not terribly worried about maximizing my income at this point. Which of my choices do you think has the most upside over the next 5 years.
- Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH)
- ONEX Corporation Subordinate Voting Shares (ONEX)
- Blackstone Inc. (BX)
- Invesco Global Listed Private Equity ETF (PSP)
Q: Hi 5I,
How would a small investor get in to Private equities. This only seems possible for High Net Worth Clients. Is there good Publicly traded company's or ETF's that focus on Private equities. Is this a type of asset class that is recommended to diversify your portofolio.
Thank you
How would a small investor get in to Private equities. This only seems possible for High Net Worth Clients. Is there good Publicly traded company's or ETF's that focus on Private equities. Is this a type of asset class that is recommended to diversify your portofolio.
Thank you
- Toronto-Dominion Bank (The) (TD)
- TELUS Corporation (T)
- ONEX Corporation Subordinate Voting Shares (ONEX)
- AltaGas Ltd. (ALA)
- WSP Global Inc. (WSP)
- Algonquin Power & Utilities Corp. (AQN)
- Premium Brands Holdings Corporation (PBH)
- Savaria Corporation (SIS)
Q: I have owned stocks in above companies for a while. I want to make additional investments in quality dividend stocks.
I also own stocks in KO, GE, MSFT and SYY. Total portfolio about Cnd $ 300K and US $ 120K
1st question, In your opinion, should I sell any of the above stocks, if so which ones.
Which additional stocks would you recommend for me to purchase
Thanks for your guidance. John
I also own stocks in KO, GE, MSFT and SYY. Total portfolio about Cnd $ 300K and US $ 120K
1st question, In your opinion, should I sell any of the above stocks, if so which ones.
Which additional stocks would you recommend for me to purchase
Thanks for your guidance. John
Q: Hi,
What is your favorite ways (stocks, ETF, Fund, etc) and current top picks to invest in Private Equity?
What is your favorite ways (stocks, ETF, Fund, etc) and current top picks to invest in Private Equity?
Q: I purchased BAM.A on Dec 15th ar $ 56.10 . It is now at $ 51.50. Shortly after I purchased it they and ONEX announced a joint deal to take over a UK real estate company. Since then both stocks have tanked. Is there something in that announcement that has hit the price of both Companies Thanks 5I .RAK
Q: There have been concerns lately over private equity valuations and ONEX's premium to NAV has shrunk. Is it late in the cycle for this co/group and what are some US comparables? Thank You.
Q: I'm a long time older of ONEX. It has lost ~10% in three month. It has done this once before and recovered nicely. Will it recover again or has something change and I should cut my losses and move on.