Q: Your report on TCS states that KXS and DSG are close competitors. I hold both of the latter would buying TCS make sense. How do you see the growth of each in the next few years?
Thank You
Peter
Q: Good morning 5iteam: Do you still compile a list of your most promising growth prospects for the year.Seam to remember such a list in the past but can not find it if you do . Tks. Larry
Q: Hi 5i Team - I am considering selling my shares in Martello for a capital loss and possibly buying it back after 30 days. In your opinion is there anything that could move this stock forward in that time period. Also I am wondering if it's really worth buying back at all. Could you provide some fundamentals including cash position, level of debt and insider buying or selling. In the past you have mentioned the high pedigree of management. Does that still hold. Thanks.
Q: What companies would you recommend to invest in that have the technology to deal with the negative impact of methane on our environment? I'm hoping you can suggest some Canadian and American companies.
Q: Since bottoming in Sept, this company has more than doubled its' stock price. Any reason why, and would you recommend it as a buy, sell or hold. Thank you.
Q: Invesco has an etf with downside hedge, pdhg.
I see it performed well in march 2020. Would you have an opinion on this as part of the more defensive side of portfolio?
Thanks
Q: Good day ,
Most of your answers when people ask about your top growth stocks was this name .. after this debacle are you in the same mindset .. I own this and am feeling the pain this morning .. that being said I hold stocks for the long term .. so in 3 to 5 years time will this beat down even matter?
Thx
Mark
I have held both MFI and TOY for several years now. Much to my surprise both popped today from earnings. I am thinking about selling both of these to switch into NVEI (after their earnings next week).
I get that none of these companies are comparable on any metric-but I am interested in your viewpoint of selling stocks that have upward momentum to buy into a stock that currently has downward momentum.
Q: When REITs have dispositions during the year does it prompt year-end special distributions?
How often does this happen.?
I saw a note about AX.UN maybe doing a distribution because new management sold all that valuable industrial property (a mistake in my opinion).
Is it mandatory?
When and why do shareholders get the bonus?
Q: HI
I am woefully low in real estate and notice you have only 1 REIT in your three model portfolios combined albeit an equal weight REIT but your total real estate sector allocation would still be low. Are you bearish on real estate?
What if any real estate stocks do you like or would you still just favor ZRE for diversification for an RRSP holding? What would you suggest for real estate sector allocation percentage?