Q: Antti Aarnio-Wihuri is now 85 years old. He is the primary owner of the Wihuri group, which in turn is the major shareholder (~50% IIRC?) of Winpak. Your recent report on Winpak is great, but doesn't contemplate the eventual transition of Wihuri's leadership and what that might mean for WPK. Potential for Wihuri to buy the WPK that it does not already own?
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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: Can I ask you to comment on these three favourites with your best guess on the potential impact of AI on their future growth and earnings? I'm guessing based on previous comments that if ZDC is already using AI it will probably be net positive. For PNG possibly the same? But in the recent 5i report on KSI one of the potential risks listed was if a major customer developed their own in-house solutions….one could see how AI might facilitate that and end up being a net negative for KSI? Just curious if you have any thoughts or have picked up anything from any public comments from any of these companies? Thank you.
Q: CGI has recently approached 52 week lows and was mentioned as the only oversold TSX stock. This as many stock indices and tech in particular are making new highs. Are there any reasons I'm not aware of for this? Your thoughts on future prospects are also appreciated.
Q: Any thought on the negative momentum of Late? Any concerns? Thanks Larry
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Constellation Software Inc. (CSU $4,549.91)
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Descartes Systems Group Inc. (The) (DSG $140.22)
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SPDR S&P 500 ETF Trust (SPY $645.31)
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Propel Holdings Inc. (PRL $32.76)
Q: What do you believe as the best buying opportunity in the market these days?
1 small cap stock
1 mid cap stock
1 large cap stock
1 ETF
Thank you
1 small cap stock
1 mid cap stock
1 large cap stock
1 ETF
Thank you
Q: Could I have your current opinion on these vompanies
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Galaxy Digital Inc. Class A common stock (GLXY $35.35)
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Coinbase Global Inc (COIN $319.85)
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Robinhood Markets Inc. (HOOD $109.32)
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ISHARES BITCOIN TR (IBIT $66.25)
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Fidelity Wise Origin Bitcoin Fund Beneficial Interest (FBTC $101.79)
Q: Crypto. As a retiree, I have stayed away from the whole bitcoin field, and from afar, have watched my nephews exulting in their current success. Even at my age, I am not immune to FOMO. I am not fearful of risk but have stuck to areas that have some form of business that I can wrap my mind around. Like NBIS, and Kraken, thank you very much. If I was to stick my toe in the crypto area, what approach would you suggest? I'm guessing an ETF but which one? Thanks for your ongoing advice, to me and to all your other subscribers. Using 5i guidance over the years, I have a decently performing, balanced portfolio, weighted with RBC, SLF, ENB, the Brookfield gang and the like. A dash of crypto? all the best
Q: Hello, What are your thoughts on Well? I am considering starting a position..but I am worried about the increase in share count 100x from 2012 to present. Is this normal for a growing company? Compared to CSU this looks irresponsible..
Q: Greetings 5i, much recent Q&A on Zedcor. How long will it take the company to grow into its current valuation? How strong is the balance sheet and profitability? Thank you.
Q: Good Morning
Your company seems very high on these 2 companies. I have done some research on both but can only invest in one.
Of the two Zedcor and Kracken robotics which would you choose to put in your TFSA and why.
Thks
Marcel
Your company seems very high on these 2 companies. I have done some research on both but can only invest in one.
Of the two Zedcor and Kracken robotics which would you choose to put in your TFSA and why.
Thks
Marcel
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iShares Core S&P/TSX Capped Composite Index ETF (XIC $45.29)
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SPDR S&P 500 ETF Trust (SPY $645.31)
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INVESCO QQQ Trust (QQQ $571.97)
Q: what is the annualized return of SPY, QQQ and XIC over the last 20 years. I thought I read an answer where you said the S&P only was 2% including dividends which seems too low.
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Galaxy Digital Inc. Class A common stock (GLXY $35.35)
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Coinbase Global Inc (COIN $319.85)
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Robinhood Markets Inc. (HOOD $109.32)
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Fidelity Advantage Bitcoin ETF (FBTC $53.38)
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ISHARES BITCOIN TR (IBIT $66.25)
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Fidelity Wise Origin Bitcoin Fund Beneficial Interest (FBTC $101.79)
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ISHARES ETHEREUM T (ETHA $36.59)
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3iQ Solana Staking ETF (SOLQ $21.72)
Q: I would like to start a position in the crypto/blockchain space of approximately 5% in my portfolio. How do you best envision me achieving this goal?
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $41.37)
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Minto Apartment Real Estate Investment Trust (MI.UN $13.48)
Q: What are the strengths and weaknesses of Minto ? In your last comments on the reit you did not have a good opinion on it. Do you still feel the same? Would you considers buying MU.UN now?
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Tractor Supply Company (TSCO $61.61)
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Texas Instruments Incorporated (TXN $206.06)
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Toronto-Dominion Bank (The) (TD $102.88)
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Canadian Natural Resources Limited (CNQ $43.07)
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Sun Life Financial Inc. (SLF $81.49)
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Fortis Inc. (FTS $70.05)
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Southern Copper Corporation (SCCO $97.54)
Q: Hi Team,
I went looking through the questions and couldn’t find one like this. I am not looking for personal advice but the context is that I am closer to winding down the working years and am trying to build some income into the portfolio through dividend growers.
What would be your top seven dividend growers in both the US and Canada where the starting dividend is at least 1.5% indicating that management sees the dividend as a meaningful part of its capital allocation strategy? Obviously, I would prefer some sector diversification as well.
Please feel free to deduct as many questions as you deem appropriate.
Thanks for the great help!
I went looking through the questions and couldn’t find one like this. I am not looking for personal advice but the context is that I am closer to winding down the working years and am trying to build some income into the portfolio through dividend growers.
What would be your top seven dividend growers in both the US and Canada where the starting dividend is at least 1.5% indicating that management sees the dividend as a meaningful part of its capital allocation strategy? Obviously, I would prefer some sector diversification as well.
Please feel free to deduct as many questions as you deem appropriate.
Thanks for the great help!
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Toronto-Dominion Bank (The) (TD $102.88)
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Bank of Nova Scotia (The) (BNS $79.70)
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Bank of Montreal (BMO $158.68)
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Canadian Imperial Bank Of Commerce (CM $101.22)
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National Bank of Canada (NA $151.55)
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Royal Bank Of Canada (RY $137.88)
Q: Wondering you thoughts on the Canadian banks. I currently hold TD and CBIL.
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Galaxy Digital Inc. Class A common stock (GLXY $35.35)
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Core Scientific Inc. (CORZ $13.55)
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CoreWeave Inc. (CRWV $93.99)
Q: Does yesterdays deal between Coreweave and Core Scientific have any impact on the deal Coreweave has with GLXY do you guess? While your in guessing mode, any thoughts what GLXY is going to do with that warchest they just raised?
Q: WELL revised outlook upwards and market is reacting 'well' to the news. How significant is the revision? Where might the stock be 12 months from now?
Q: Hi 5i, please provide your thoughts on Well's press release today. How does it affect forward valuation for the year, I'm guessing it just got cheaper. Thx.
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Galaxy Digital Inc. Class A common stock (GLXY $35.35)
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Circle Internet Group Inc. Class A (CRCL $135.04)
Q: Tom Lee is quite bullish on bitcoins and mentioned "CRCL" a stable coin name. What is your take on this one, how does it compare with "GLXY" in terms of risk-rewards for next couple of years? Thanks
Q: What are views of this company? Any future in the increasing Canadian defence spending?