Q: Hi 5i, pls provide your thoughts on latest qtr, guidance going forward and your view as a hold for next 5 years.
Thx
Thx
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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: BL has been slowly losing ground the past couple of months after a strong steady run up. Seems to be a laggard now. Do you see growth or is it time to move on to something else that offers more growth prospect. If so, what are your recommendations (US based).
Q: In the last month or so you trimmed LSPD (1%) and GSY (2%) in the growth model portfolio. Can you please confirm the current weightings in the portfolio (~5.38% for LSPD and ~6.95% for GSY). Thank you for the great service!
Q: i have owned SJ for many years but as i transition to retirement i am looking for more income. Would you hold this for the potential upside and if you were to replace with something with more income, what would be your recommendation?
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Loblaw Companies Limited (L $230.97)
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Saputo Inc. (SAP $33.09)
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George Weston Limited (WN $268.26)
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Maple Leaf Foods Inc. (MFI $35.20)
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Premium Brands Holdings Corporation (PBH $95.59)
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High Liner Foods Incorporated (HLF $16.36)
Q: Good morning. Watching Saputo ease after recent annual reporting. Encouraging that there didn't appear to be much news slippage prior to the release.
Interested to know what the current forward p/e estimates are for some of the consumer defensive names including SAP, L, WN, PBH, HLF and MFI.
Also could you please rank in terms of estimated dividend growth going forward - best to least.
Thanks so much!
Interested to know what the current forward p/e estimates are for some of the consumer defensive names including SAP, L, WN, PBH, HLF and MFI.
Also could you please rank in terms of estimated dividend growth going forward - best to least.
Thanks so much!
Q: Good morning, considering TFII being a cyclical stock, at what stage in the cycle would you say it is in these days? In other words if i bought it now hopefully it's not too late in the game, thanks
Q: One of your answers re: DND management-led takeover was "management-led takeovers are not as good as arbitrage plays as third-party overtures. Financing is at times an issue, as it is relatively easy for management to 'walk' away from the proposal and just go back to how things were and return to the status quo". In the past few years, would you list the companies whose management-led takeover have been successful or have walked away?
Q: I find this ticker(shell company etc..) quite interesting. Could I please have your perspective and view of it and it's strategic direction. I understand volatility will be part of the journey. Just looking at what the prospects look like. TY.
As always- fantastic service!
As always- fantastic service!
Q: 5i
I understand that QQQA is a new ETF . What is your opinion of it ?
Thanks
Bill C
I understand that QQQA is a new ETF . What is your opinion of it ?
Thanks
Bill C
Q: Evolution gaming is based in Sweden and I find it interesting. How can I invest in this company since it is on the sweden stock market ? On the RBC platform I found the EVVTY (evolution AB OTC pink. Is it the way to invest in this company from canada or you have a better and safer way ? Thanks
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Sun Life Financial Inc. (SLF $80.63)
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Restaurant Brands International Inc. (QSR $90.87)
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Magna International Inc. (MG $60.81)
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Thomson Reuters Corporation (TRI $239.57)
Q: As a retiree, I am looking for some solid long term investments for my non-registered account. Can you please make some recommendations. Thank you.
Q: Hello again your thoughts on Brinker International
Thanks again
Thanks again
Q: I bought shares in TFSA at ~$75 per share about one year ago.
It has fallen to ~$54 per share.
If one believes in the company should one continue to hold
or should I consider selling and looking elsewhere?
Thanks for your advice.
It has fallen to ~$54 per share.
If one believes in the company should one continue to hold
or should I consider selling and looking elsewhere?
Thanks for your advice.
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AbbVie Inc. (ABBV $206.36)
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Church & Dwight Company Inc. (CHD $92.80)
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Colgate-Palmolive Company (CL $84.38)
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Pfizer Inc. (PFE $25.08)
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Procter & Gamble Company (The) (PG $155.66)
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Stryker Corporation (SYK $381.53)
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Toronto-Dominion Bank (The) (TD $101.90)
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Bank of Nova Scotia (The) (BNS $78.44)
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BCE Inc. (BCE $35.36)
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Enbridge Inc. (ENB $64.49)
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Manulife Financial Corporation (MFC $42.17)
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TELUS Corporation (T $22.74)
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Algonquin Power & Utilities Corp. (AQN $8.01)
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Brookfield Infrastructure Partners L.P. (BIP.UN $41.17)
Q: I have the following companies in my RRSP account - I am looking to replace PG - can you give me some suggestions ? Something with some growth potential and dividend.
Thanks
Thanks
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Intertape Polymer Group Inc. (ITP $40.48)
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Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A $19.51)
Q: Do you have a preference between ITP and TCL for a long term investment? It is likely for a registered account. Thanks
Q: Can you explain from and investment point of view what the recently annonced 'normal course issuer bid' means for investors. If they do buy back and cancel shares will this have positive impact on share price?
Q: With the possibility of SJR.B being bought by Rogers what do you think of selling SJR.B shares now in case the deal does not go through and SJR.B 's shares drop.
Thanks for our advice.
Thanks for our advice.
Q: Could you provide any up- dated assessment you may have re. Novo Nordisk in light of FDA approval of their obesity drug Wegovy. The monthly cost of a regimen of the drug is apparently $800.00 ( without insurance ) . But with 100 million obese Americans and obesity increasing risk factors for many other diseases, might it be a reasonable speculation that insurers may cover the drug at some point. Any sense of how much of this potential might be already factored in and how much might be a potential game changer if it plays out successfully over time?
Thank-you
Thank-you
Q: I see you are sitting on over 7% cash in the Income Portfolio. Any plans to deploy these funds in the short term....or is this strategic?
I notice the Balanced Portfolio is at 1% cash, while the Growth Portfolio is at 6% cash.
To my way of thinking, I can understand the Growth Portfolio having a higher cash balance due to the more volatile nature of the fund and wanting more cash, so as to take advantage of opportunities that may arise. But...I would have thought the most conservative fund, the Income Portfolio, would have the least amount of cash, so as to generate the most income at the steadiest level.
Thoughts?
Thanks...Steve
I notice the Balanced Portfolio is at 1% cash, while the Growth Portfolio is at 6% cash.
To my way of thinking, I can understand the Growth Portfolio having a higher cash balance due to the more volatile nature of the fund and wanting more cash, so as to take advantage of opportunities that may arise. But...I would have thought the most conservative fund, the Income Portfolio, would have the least amount of cash, so as to generate the most income at the steadiest level.
Thoughts?
Thanks...Steve
Q: I am up 141% on this stock and it is approaching 7% of my Canadian stock portfolio. While I do not need to sell a portion of it, does a 7% size begin to concern you?