Q: Hello 5i team,
I kept holding CIGI and FSV after you removed them from your BE portfolio; but then you added AIF. Since all 3 are competitors, is there a compelling reason that I should also hold AIF?
Thanks,
Antoine
Q: Can you provide a few names that would benefit from the rise of autonomous vehicles? I'm a bit leery of TSLA because Elon Musk seems to have gone off the deep-end lately. I also think companies like ACQ could be in trouble because fewer cars will purchased in the long-term.
Q: I have owned CDZ since Early 2014 and together with the dividends I have earned 3.87%. during this time. Should I keep this ETF or looking for something with a better return? please advise. Ernie
Q: Dear 5i
I'm quite interested in buying CRM and NOW but was wondering a: are they good ones to be buying and b: are they a little too similar to be buying both ?
Thanks
Bill C
Q: Why does AltaGas have two separate tickers on the TSX..... ALA and ALA.R ???? I've probably missed something here but your insight would be appreciated.
I am comfortable holding the bigger Chinese companies however I find myself with all 3 of these ETFs as well as several of the larger China Tech companies in my portfolio in all in half positions ( BABA, TCEHY, JD, BIDU). My question is What ETF would you let go?
As far as redistribution of these funds I am more interested in Large or Mid cap longer term holds that have value currently. Any recommendations?
Q: "Swiss-based food giant Nestle will pay Starbucks $7.15 billion in cash for the rights to sell the U.S. coffee chain’s products around the world in a global alliance aimed at reinvigorating their coffee empires."
is this news a reason to take a new position in Starbucks? Thanks for your thoughts.
Q: Hello all
I am zero invested in oil and gas right now.
I have a bit of room in RSP account and thinking of taking one oil stock with a decent dividend for a long term hold. Purchasing right away so today’s prices are in play.
Either Vermillion or White Cap fit I think, thoughts on those or another option would be appreciated.
Q: I am holding shares for ISOL at 0.78, what you think will be the future of this stock. Is it better to sell at this time. Please share your thoughts. Thanks
Q: Hi,
I currently do not have a lot of exposure to the materials sector (my % is at 6% versus my target of 8%). Other than owning CCL, my only exposure is thru the broad based ETF's I own.
I would like your suggestion regarding what would be your top companies in this sector at present time (3 to 4). I am more of a growth at a reasonable price investor and prefer owning companies that either pay a dividend or are buying back shares.
Thanks for your help.
Dan
Q: What is your opinion on CJT, it has setback I assume because of the price of oil, are there other reasons that are of concern, would you recommend here?
Q: In a response to Bob today you stated: "We might consider KXS, BOX and NVDA in the group as well, with the former two much riskier than the others." Given that you have made positive comments on KXS lately, even recommended it on 1 May along with CSU and SIS as a choice for a longer term buy, I am wondering why you suggest today that it is a "risky" stock.
Q: I was reading recently that GIL effective tax rate is 4%. Is that correct? If so how are they able to have such a low tax rate? Is this rate sustainable?
Q: I would appreciate having your thoughts on ACR.UN and their announcement regarding a special distribution following the sale of Parkway Place in Toronto for $256.3 million.
Thanks, Jim