Q: Could you kindly elaborate FUNDAMENTALLY why you already mothballed DEFI and not GLXY !
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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.
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NVIDIA Corporation (NVDA $172.41)
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Booking Holdings Inc. (BKNG $5,702.90)
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Abbott Laboratories (ABT $123.67)
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Mastercard Incorporated (MA $552.66)
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NextEra Energy Inc. (NEE $75.95)
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UnitedHealth Group Incorporated (DE) (UNH $282.65)
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Visa Inc. (V $349.05)
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Walmart Inc. (WMT $95.05)
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Loblaw Companies Limited (L $220.84)
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Constellation Software Inc. (CSU $4,984.83)
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Intact Financial Corporation (IFC $304.04)
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Fortis Inc. (FTS $64.85)
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WSP Global Inc. (WSP $288.96)
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Alimentation Couche-Tard Inc. (ATD $75.43)
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Copart Inc. (CPRT $45.98)
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MSCI Inc. (MSCI $577.94)
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Brookfield Corporation Class A Limited Voting Shares (BN $92.31)
Q: Hi bad day to be sure I see you suggest buying into some stocks but slowly.
What are the best sectors to buy first now that this black swan event is in play. Please give me you top 4 sectors in order of preference. Also you top 2 picks in each of the 4 also in order of preference as well please
What do you think is the worse case scenario as far as market drop % wise I release its just a guess but you guess is almost certainly better than mine at this point
What are the best sectors to buy first now that this black swan event is in play. Please give me you top 4 sectors in order of preference. Also you top 2 picks in each of the 4 also in order of preference as well please
What do you think is the worse case scenario as far as market drop % wise I release its just a guess but you guess is almost certainly better than mine at this point
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $174.36)
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Aritzia Inc. Subordinate Voting Shares (ATZ $75.31)
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Real Matters Inc. (REAL $5.36)
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WELL Health Technologies Corp. (WELL $4.65)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.23)
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Docebo Inc. (DCBO $41.40)
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Dye & Durham Limited (DND $9.44)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $5.50)
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D2L Inc. Subordinate Voting Shares (DTOL $14.20)
Q: At one point it seemed like LSPD, DND, TIXT, REAL and WELL were market darlings with great potential, and DCBO, SHOP and ATZ were on more solid ground. Are any nearing the point of accumulation or should I start buying Spam for the apparent apocalypse?!!
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Toronto-Dominion Bank (The) (TD $101.01)
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Bank of Nova Scotia (The) (BNS $75.76)
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Canadian Natural Resources Limited (CNQ $42.30)
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Sun Life Financial Inc. (SLF $85.35)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $136.50)
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Constellation Software Inc. (CSU $4,984.83)
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Fortis Inc. (FTS $64.85)
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Tourmaline Oil Corp. (TOU $61.99)
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Toromont Industries Ltd. (TIH $128.74)
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Miscellaneous (MISC)
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goeasy Ltd. (GSY $173.13)
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EQB Inc. (EQB $102.07)
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D2L Inc. Subordinate Voting Shares (DTOL $14.20)
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Brookfield Corporation Class A Limited Voting Shares (BN $92.31)
Q: Hi Chris, With today's blood bath, please advise if you think of screaming buy high conviction stocks for growth and dividend. If possible price range too. Thanks
Q: Do you think WSP can be bought here? Will it be affected by tariffs to any extent?
Q: Hi,
Comments on Q4 and FY please. Any noteworthy positives/negatives you see in future commentary?
I saw that the president is leaving in May 2025...any concerns?
Still one of your small cap favs?
Comments on Q4 and FY please. Any noteworthy positives/negatives you see in future commentary?
I saw that the president is leaving in May 2025...any concerns?
Still one of your small cap favs?
Q: Buy Shop AGAIN today or wait a bit longer:)?
Q: I get its a bad market day, but what is up with ATZ being down over 16% at the time of this question? Thanks in advance. - Jeff
Q: Hi 5i, I went through their results and they matched or beat their goals, and forward growth looks good. I would appreciate you analysis, especially with respect to forward growth. With their expansion in DollarCity and the new purchase in Australia the runway looks good. Again thx for this recommendation several years ago!
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Oracle Corporation (ORCL $245.45)
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Descartes Systems Group Inc. (The) (DSG $144.18)
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Kinaxis Inc. (KXS $201.24)
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SAP SE ADS (SAP $305.97)
Q: what 3 metrics do you use to value DSG. compare these to the last 3 years is DSG close to a duopoly. if not name their major competitors. thanks Richard
Q: I saw a big correction on this stock Enterprise Group Inc.
What is their business model. Are they cash flow positive. Can their business model last over 10 years. Do you see the company start a buy back program and dividend.
In advance, thank you for taking your time to answer my questions.
What is their business model. Are they cash flow positive. Can their business model last over 10 years. Do you see the company start a buy back program and dividend.
In advance, thank you for taking your time to answer my questions.
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Freeport-McMoRan Inc. (FCX $44.80)
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $51.48)
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Capstone Copper Corp. (CS $7.74)
Q: With all the current turbulence, what is your outlook on copper in general, and specifically Capstone? Thanks.
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Stantec Inc. (STN $153.74)
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Descartes Systems Group Inc. (The) (DSG $144.18)
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Toromont Industries Ltd. (TIH $128.74)
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Topicus.com Inc. (TOI $194.70)
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D2L Inc. Subordinate Voting Shares (DTOL $14.20)
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Lumine Group Inc. (LMN $53.89)
Q: Do you recommend any Canadian small cap tech or industrial companies that are worthy of a small starter position? Could be US if that request is too narrow. Thanks!
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Stantec Inc. (STN $153.74)
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Descartes Systems Group Inc. (The) (DSG $144.18)
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FirstService Corporation (FSV $244.18)
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TMX Group Limited (X $56.48)
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Toromont Industries Ltd. (TIH $128.74)
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goeasy Ltd. (GSY $173.13)
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TerraVest Industries Inc. (TVK $165.71)
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EQB Inc. (EQB $102.07)
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Topicus.com Inc. (TOI $194.70)
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Propel Holdings Inc. (PRL $35.79)
Q: What would be your top 10 Canadian stock picks now, maximum market cap $10 billion, long term hold. Thanks.
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Toronto-Dominion Bank (The) (TD $101.01)
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Bank of Nova Scotia (The) (BNS $75.76)
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Canadian Natural Resources Limited (CNQ $42.30)
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Sun Life Financial Inc. (SLF $85.35)
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Fortis Inc. (FTS $64.85)
Q: I have lots of interest income and I know, although the money is 100% safe, I am paying top tax dollar. Do you have safe dividend alternatives to suggest??
Q: Any reason why GLXY is down significantly with the price of BITCOIN flat?
Thanks
Thanks
Q: thoughts on Q results for Glxy/t, and your opinion going forward, is there much difference in performance, etc... of glxy vs Defi/t... thanks as always, jb
Q: Can I please have your comments on Galaxy Digital Holding's last quarter?
Thank you
Thank you
Q: Peter and His Dream Team
WELL just reported significant services increase for 2024 yet the stock is down 20%. Your assessment please. Are we getting close to the bottom? Thank you as usual.
WELL just reported significant services increase for 2024 yet the stock is down 20%. Your assessment please. Are we getting close to the bottom? Thank you as usual.
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Toronto-Dominion Bank (The) (TD $101.01)
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Bank of Nova Scotia (The) (BNS $75.76)
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Enbridge Inc. (ENB $61.88)
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Sun Life Financial Inc. (SLF $85.35)
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Fortis Inc. (FTS $64.85)
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Enghouse Systems Limited (ENGH $23.45)
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Magna International Inc. (MG $56.86)
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Open Text Corporation (OTEX $39.07)
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goeasy Ltd. (GSY $173.13)
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Leon's Furniture Limited (LNF $27.25)
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Hydro One Limited (H $48.00)
Q: Perhaps am looking for unicorns. I have some money to deploy and I am looking for companies that have the balance sheet to ride out the current situation whether it lasts another two months or >12 months. My basic criteria were those potentially undervalued, dividend over 3%, div growth of at least 5% and a decent payout ratio. Any suggestions appreciated, thanks for your help.