Q: I am thinking of selling torment industries at a 10%
Loss and Brookfield infrastructure lp to generate
Money to buy ZMID:CA
I agave current 35% of my investments in u.s.
The balance in Canada this would increase my exposure to the u.s. market to 40%
Can I have your thoughts on this move
Thank you
Q: I've held TTD for many years now (since about $17 thanks to 5i) and it's starting to seem expensive at current prices (especially given the roku talk). Would it be best to diversify some towards others in the ad sector like APP or MGNI (or any other suggestions)?
You've spoken favourably of APP recently, do you like it better than TTD at current prices? My holding period is as long as possible if that helps.
Q: Hello, I plan to rebalance my portfolio in the new year, increasing my bond component in my reg accounts. I already have Canadian individual bonds in my RSP, so I was looking at VGAB for diversification, but when I compare it to XBB, it underperformed XBB for every period in the last 5 years. What do you think of VGAB and should I just keep it simple and use XBB instead? Thanks
Q: Could you please comment on NA's earnings report? What does the market not like about it?
It's disappointing that Scotia Bank has for the second year now not raised its dividend.
Comparing stock charts of BNS to NA over any period, be it 5, 10 or 20 years, NA has consistently outperformed by a long shot. Would you find a switch from BNS to NA problematic (other than the "bigger, safer.....")?
I have several energy infrastructure holdings but no actual producers.
Do you think now (read Trump) would be a good time to purchase on the production side?
I was thinking SU or CNQ.
Are there others you would favour - energy or otherwise.
I am an income investor.
Q: I currently own both of the mentioned stocks. With Trump's protectionist (tariffs) policies, do you expect any detrimental effects on the future performance of SHOP and SQ. Thank you. Bill.
Q: Good morning, In the communications sector my only current holding is GOOG, which is a half position. I previously held BCE and T but sold them in recent months. Would you be comfortable topping up GOOG to a full (5%) position for growth over the next 3-5 years? Are there other companies in the communications sector you would recommend, US or Canada? Thanks!
Q: Every time a company cuts their dividend, the stock suffers.....BCE should be no different and it becomes dead money for awhile..at what support price should I start a new position??...
Q: Noticed this company has come up a few times in the Q&A the past several days. How much of this is a speculative buy vs. an investment? The only thing I can seem to gather here is that there is positive momentum, it was endorsed by Citron, members of 5i seem to own it, but it is still losing money.
Are there similarities to the dot com boom here? What makes this company buyable?
Q: Hello 5i
Please rank these companies for 2-3 year growth and in which order you would buy them if you had a fairly high risk tolerance.
Thank you
Dave
Q: If I borrow to invest in a Canadian company that does not pay dividends,but has the potential to pay dividends in the future,is the interest cost still tax deductible?