Q: Hello, I'm considering switching N5 global out for Axon. Going from a smaller, slower growth to a larger, faster growing company. What pros and cons do you see to such a switch?
Thanks,
Perry
Thanks,
Perry
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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: Hi,
If you had an 80/20 split of funds in a cash account and a TFSA account, what securities would you put in a TFSA, based on the models current allocations? And would you move AW to a cash account after its merger in October.
Thx as always.
If you had an 80/20 split of funds in a cash account and a TFSA account, what securities would you put in a TFSA, based on the models current allocations? And would you move AW to a cash account after its merger in October.
Thx as always.
Q: Do you consider the conservative ETFMU Portfolio to be structured for investors primarily interested in income, low risk and stability ? Could you clarify what the 7.01 total is on the July 31/24 dated Conservative Portfolio and can you please provide the total average % for the Dividend yield column.
Approximately, how frequently would you expect positions in the Conservative Portfolio to be adjusted ?
Thank you
Approximately, how frequently would you expect positions in the Conservative Portfolio to be adjusted ?
Thank you
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StorageVault Canada Inc. (SVI)
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TELUS Corporation (T)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: Hi Peter, Ryan & Team,
Thanks for your recent report on SVI.
In a non-registered account, we own DIR.UN, but not SVI. Looking at the charts, I see that SVI is outperforming DIR.UN over all time periods. Would you endorse selling about half of DIR.UN and using the proceeds to buy SVI?
Alternatively, we own Telus in this account, which is at a loss. Would you endorse selling all of T (for tax loss purposes) and use the proceeds to buy SVI. In this scenario, we wouldn't sell any DIR.UN.
Which alternative would be preferred?
Your valuable advice is always appreciated.
Thanks for your recent report on SVI.
In a non-registered account, we own DIR.UN, but not SVI. Looking at the charts, I see that SVI is outperforming DIR.UN over all time periods. Would you endorse selling about half of DIR.UN and using the proceeds to buy SVI?
Alternatively, we own Telus in this account, which is at a loss. Would you endorse selling all of T (for tax loss purposes) and use the proceeds to buy SVI. In this scenario, we wouldn't sell any DIR.UN.
Which alternative would be preferred?
Your valuable advice is always appreciated.
Q: What is your opinion about Altria? Is it a buy? If so, what do you like about it?
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Toronto-Dominion Bank (The) (TD)
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Bank of Montreal (BMO)
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Emera Incorporated (EMA)
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Algonquin Power & Utilities Corp. (AQN)
Q: I'm going to sell AQN and purchase one of the other three listed for income. Which would you prefer for income, dividend growth and safety and overall growth?
Thanks
Jeff
Thanks
Jeff
Q: Can I please have your thoughts and analysis on Heico's recently announced earnings. It is trading lower today. I have owned a small position for a few years and have done well. Is this a buying opporunity or a time to get out. Any thoughts that you might have would be appreciated. Thank You.
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Loblaw Companies Limited (L)
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Metro Inc. (MRU)
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Maple Leaf Foods Inc. (MFI)
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Premium Brands Holdings Corporation (PBH)
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MTY Food Group Inc. (MTY)
Q: Hello,
I am considering investing in PBH as it checks off the right boxes and it is one of your favorites.
However, looking at other similar co's MTY & MFI they seem to offer similar dividends and growth, tgey are both also trading close to the same lower range as PBH.
Could you provide insight on why these are lagging the food retailers who are trading at highs.
Thank you
I am considering investing in PBH as it checks off the right boxes and it is one of your favorites.
However, looking at other similar co's MTY & MFI they seem to offer similar dividends and growth, tgey are both also trading close to the same lower range as PBH.
Could you provide insight on why these are lagging the food retailers who are trading at highs.
Thank you
Q: I am a conservative income oriented investor and currently interested in investments that are USD denominated, pay a good dividend, provide some growth and most importantly will benefit from a reduction in the USD, for example the Ishares International Select Dividend ETF (IDV).
Based on my criterial can you comment on IDV specifically and provide alternatives?
Many Thanks for all your help
John
Based on my criterial can you comment on IDV specifically and provide alternatives?
Many Thanks for all your help
John
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Bank of Nova Scotia (The) (BNS)
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Enbridge Inc. (ENB)
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Brookfield Renewable Partners L.P. (BEP.UN)
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Exchange Income Corporation (EIF)
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Slate Grocery REIT (SGR.UN)
Q: Hello,
What are your thoughts on slate grocery? I'm looking for a dividend stock and this crossed my path.
If not this one, what would you recommend?
Thank you very much
What are your thoughts on slate grocery? I'm looking for a dividend stock and this crossed my path.
If not this one, what would you recommend?
Thank you very much
Q: Do you credit the notion that buying shares in FNV includes a "free option" given the potential reopening of the Cobre Panama mine sometime in the future perhaps under a different government? Considering that for FNV, Cobre Panama was its largest royalty asset at about US$2-billion in net asset value and 22 per cent of revenue, do you believe that patient investors are offered a compelling risk/reward scenario?
Thanks as always for your expertise.
Thanks as always for your expertise.
Q: Givex has some outstanding warrants. Can you please give me the original terms?
Thank you
Thank you
Q: Good morning,
Would you buy BMO at these levels ?
Thank you,
Brad
Would you buy BMO at these levels ?
Thank you,
Brad
Q: This is not a question, but a comment related to the question about CDR's. I bought the AMD CDR. Just before AMD's earnings, I tried to put a stop limit on my holding, and was told by the bank (RBC) that stop limits are not possible for CDR's, so that may be one other disadvantage.
Q: I seem to recall a question re BMO recently where you were asked for an attractive entry price. You suggested $111 I believe. Well after the earnings release today, we are there. Time to enter?
Q: What do you think about these two at current prices for a new position?
Q: Chris stated on August 28 that ENB is down 1% after 10 years but its garph on 5i site shows a +75% increase. Maybe because you are taking in consideration the yield on a ten ys period? Thks
Q: Dear 5i,
TD Direct Investing has recently introduced partial share trading.
Should an investor be concerned with getting fair market value when the trade is finally executed? Would you see any issues if one wanted to trade a popular high price stock like CSU (maybe 0.5 to 1.5 shares)?
TD Direct Investing has recently introduced partial share trading.
Should an investor be concerned with getting fair market value when the trade is finally executed? Would you see any issues if one wanted to trade a popular high price stock like CSU (maybe 0.5 to 1.5 shares)?
Q: Enbridge is down 1% over the last ten years. Good yield but do you think it has much prospect of growing again? How do you think of the story here?
Q: Hello, There was a NR today stating that Hammond Power will be increasing its Planned Capex by $20 mln, over 2024 and 2025, to support current capacity bottlenecks for its custom power transformers portfolio resulting in significant addition to its revenue capacity. Is this significant ?
Does it further solidify company's position as a dominant supplier in speciality transformers segment of the market ? And, given the recent volatility in the stock, how should investors be positioned for next 3-5 years ?
Thank You
Thank You
Does it further solidify company's position as a dominant supplier in speciality transformers segment of the market ? And, given the recent volatility in the stock, how should investors be positioned for next 3-5 years ?
Thank You
Thank You