Q: Hi, I'm over 6.5% on these two and want to trim to invest in other small caps. Which one would you trim more, and what are a couple non-financial sector but similar (higher grown potential over the next 2-3 years)? Thank you.
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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: I am thinking of taking a small position possibly in one of these two small cap stocks .Would you have a preference and maybe an entry price? Thanks again for the great advice that you provide.
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goeasy Ltd. (GSY)
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Enterprise Group Inc. (E)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Zedcor Inc. (ZDC)
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Vitalhub Corp. (VHI)
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Galaxy Digital Inc. Class A common stock (GLXY)
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Cellebrite DI Ltd. (CLBT)
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Propel Holdings Inc. (PRL)
Q: I hold positions in all of these companies and I have some money to put into the market. Could you rate these in terms of which positions you would add to given the potential for total rate of returns given their current stock price, business model tailwinds, risk vs reward etc.
Conversely, if you would rate these as a hold then feel free to mention that as well. Thx.
Conversely, if you would rate these as a hold then feel free to mention that as well. Thx.
Q: Since the beginning of May, I've noticed 6 insiders selling approx 52K shares for an approximate sum of $!,776K. I realize that insiders will sell for a variety of reasons yet am wondering if you have heard some rumblings as to the reasons why?
Thank you
Thank you
Q: I'm considering investing in Kraken Robotics and/or Propel - both for a TFSA .
Please rate these and suggest a reasonable entry point.
Please rate these and suggest a reasonable entry point.
Q: In a recent question on conviction for a 3-5 year hold in the 5i model portfolios you recently ranked these 3 financials lowest. Do you see problems on the horizon that would limit your enthusiasm for ranking them higher?
Q: Do you predict much growth for EQB in the next year or two? Would you lump GSY into the same growth projectory? Would you expect PRL to provide better long-term growth than either of these?
Appreciate your insight.
Paul F.
Appreciate your insight.
Paul F.
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Bank of Nova Scotia (The) (BNS)
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Canadian Imperial Bank Of Commerce (CM)
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Power Corporation of Canada Subordinate Voting Shares (POW)
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EQB Inc. (EQB)
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Harvest Tech Achievers Growth & Income ETF (HTA)
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CI Tech Giants Covered Call ETF (TXF.B)
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MDA Space Ltd. (MDA)
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Propel Holdings Inc. (PRL)
Q: Hi 5i,
In registered accounts I hold these financials: POW, BNS, CM, EQB, PRL; these tech: TXF.B, HTA and the industrial MDA. I've held them for a long time and I'm pleased with all of them.
However, given Trump may be serious about decimating the Canadian economy (witness latest threatened increase in steel and aluminum tariffs) and likely can do a lot of damage even if he doesn't completely succeed, I'm considering cashing in holdings in Canadian names and replacing with US names through purchasing CDR's (I don't have a US account and don't plan on opening one). A few of questions arise:
1. Do you think my reasoning makes sense, or would it be an over-reaction to make the move regarding all or some of my above holdings?
2. If the move is worth considering, can you suggest CDR alternatives for any of the above names you think should be replaced?
3. If I do replace any of the above CDN names with equivalent or nearly so CDR's, what can I expect regarding dividend income compared to that from the CDN holdings (all of which - except MDA - are currently yielding based high, based on long ago purchase prices)?
Please deduct as you see fit.
Thanks 5i,
Peter
In registered accounts I hold these financials: POW, BNS, CM, EQB, PRL; these tech: TXF.B, HTA and the industrial MDA. I've held them for a long time and I'm pleased with all of them.
However, given Trump may be serious about decimating the Canadian economy (witness latest threatened increase in steel and aluminum tariffs) and likely can do a lot of damage even if he doesn't completely succeed, I'm considering cashing in holdings in Canadian names and replacing with US names through purchasing CDR's (I don't have a US account and don't plan on opening one). A few of questions arise:
1. Do you think my reasoning makes sense, or would it be an over-reaction to make the move regarding all or some of my above holdings?
2. If the move is worth considering, can you suggest CDR alternatives for any of the above names you think should be replaced?
3. If I do replace any of the above CDN names with equivalent or nearly so CDR's, what can I expect regarding dividend income compared to that from the CDN holdings (all of which - except MDA - are currently yielding based high, based on long ago purchase prices)?
Please deduct as you see fit.
Thanks 5i,
Peter
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Toronto-Dominion Bank (The) (TD)
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Bank of Nova Scotia (The) (BNS)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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Constellation Software Inc. (CSU)
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Dollarama Inc. (DOL)
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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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Descartes Systems Group Inc. (The) (DSG)
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FirstService Corporation (FSV)
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Toromont Industries Ltd. (TIH)
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Thomson Reuters Corporation (TRI)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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goeasy Ltd. (GSY)
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EQB Inc. (EQB)
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Propel Holdings Inc. (PRL)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Which names in the Growth and Balanced portfolios respectively do feel best about currently for a 3-5 year hold? Any related sector comments?
With thanks.
With thanks.
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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goeasy Ltd. (GSY)
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TerraVest Industries Inc. (TVK)
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Kraken Robotics Inc. (PNG)
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Vitalhub Corp. (VHI)
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WELL Health Technologies Corp. (WELL)
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Zoomd Technologies Ltd. (ZOMD)
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Propel Holdings Inc. (PRL)
Q: Of which listed names would you be most inclined to start a new position; for growth in TFSA accounts (granted some size difference)?
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Amazon.com Inc. (AMZN)
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Alphabet Inc. (GOOG)
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Salesforce Inc. (CRM)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Celestica Inc. (CLS)
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Construction Partners Inc. (ROAD)
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Valhi Inc. (VHI)
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Galaxy Digital Inc. Class A common stock (GLXY)
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Shift4 Payments Inc. Class A (FOUR)
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Cellebrite DI Ltd. (CLBT)
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Propel Holdings Inc. (PRL)
Q: How would you rate buying these growth stocks today for a 3 -year hold?
Amzn, goog, VHI, PRL, CLS , HPS.a , GLXY, VHI, FOUR, ROAD , CRM, CLBT
Amzn, goog, VHI, PRL, CLS , HPS.a , GLXY, VHI, FOUR, ROAD , CRM, CLBT
Q: Hi,
Having read a lot of Q&A s on both these stocks, I know you still support a Hold position and bit cautious because of tariffs drama but not too worried about the management or long term prospects of either company.
My question is this. I have GSY and understandably now I am down. I was up a while back before it trended down. However I did take the profit in PRL! (Lucky me!)
Should one sell some of GSY and buy with that money a position in PRL now? To hedge one's bet in that risky lending domain? Or add to GSY gradually and wait? If I am right in interpreting your answers, you think PRL has more potential for faster growth and rebound than GSY. Hence I am contemplating on such a move.
Many thanks in advance.
Having read a lot of Q&A s on both these stocks, I know you still support a Hold position and bit cautious because of tariffs drama but not too worried about the management or long term prospects of either company.
My question is this. I have GSY and understandably now I am down. I was up a while back before it trended down. However I did take the profit in PRL! (Lucky me!)
Should one sell some of GSY and buy with that money a position in PRL now? To hedge one's bet in that risky lending domain? Or add to GSY gradually and wait? If I am right in interpreting your answers, you think PRL has more potential for faster growth and rebound than GSY. Hence I am contemplating on such a move.
Many thanks in advance.
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Firm Capital Property Trust (FCD.UN)
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Welltower Inc. (WELL)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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Power Corporation of Canada Subordinate Voting Shares (POW)
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Bird Construction Inc. (BDT)
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Mainstreet Equity Corp. (MEQ)
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TIM Participacoes S.A. American Depositary Shares (Each representing 5) (TSU)
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Valhi Inc. (VHI)
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TFI International Inc - Ordinary Shares (TFII)
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Propel Holdings Inc. (PRL)
Q: I'm in need of cash. Please place these companies in order of which you would sell first. Thanks.
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JPMorgan Chase & Co. (JPM)
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Altria Group Inc. (MO)
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Procter & Gamble Company (The) (PG)
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Prudential Financial Inc. (PRU)
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Williams Companies Inc. (The) (WMB)
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Enbridge Inc. (ENB)
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Fortis Inc. (FTS)
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Pembina Pipeline Corporation (PPL)
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Propel Holdings Inc. (PRL)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: What are your top suggestions for the best positioned Canadian and US dividend paying stocks where dividend is safe and where the stocks have some potential for growth? Thank you.
Q: Greetings 5i, which of these would you add to today? Please provide reasons and if neither please indicate. This is a TFSA. Thanks.
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Canadian Natural Resources Limited (CNQ)
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Peyto Exploration & Development Corp. (PEY)
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Celestica Inc. (CLS)
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Magna International Inc. (MG)
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goeasy Ltd. (GSY)
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Vitalhub Corp. (VHI)
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Construction Partners Inc. (ROAD)
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Cellebrite DI Ltd. (CLBT)
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Propel Holdings Inc. (PRL)
Q: I'm writing to follow up on your response to Josh's questions regarding beaten-down Canadian stocks.
Would you kindly rank your preferred order of purchases among the names discussed? Are there any that you would consider "table-pounding" buys at current levels?
Please also include your thoughts on CNQ, as well as FOUR, ROAD, and CLBT.
Thank you,
Would you kindly rank your preferred order of purchases among the names discussed? Are there any that you would consider "table-pounding" buys at current levels?
Please also include your thoughts on CNQ, as well as FOUR, ROAD, and CLBT.
Thank you,
Q: Have there been any recent upgrades or downgrades on this company in the last 60 days
Q: First…. Thanks for getting me into this stock. I am currently looking to add to it at around $33. On my Direct Investing site PRL is considered to be undervalued with a FAIR VALUE of $222. Would you please clarify what this means. I gather it is based on earnings growth. But does this mean $222 TODAY? Or $222 in the future for example 1 year,3 years, 5 years? Thanks.
Q: Hi there, I currently have half a position in PRL. Would you suggest topping it up to a full position at today's price? Thanks!
Q: G ood Morning
If you were to gaze into your crystal ball could you see GSY and PRL joining forces to have one strong company?
Thks Marcel
If you were to gaze into your crystal ball could you see GSY and PRL joining forces to have one strong company?
Thks Marcel