Q: I believe Home Capital reports next week. What are your expectations? Looks like you thought it a hold. I am finally above water so just wondering whether I should sell and deploy resources elsewhere
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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: Comments on the quarterly results Friday?
Q: Can you speak to the legal challenges unfolding around PYPL? Legit concerns? I just picked up some shares.
Thanks for this service!
Thanks for this service!
Q: Please comment on the Q2 earnings for Trisura.
Thanks
Peter
Thanks
Peter
Q: Dear 5i,
Is ICE basically the same type of business as TMX Group but, in different markets? Can I get your thoughts on these two? What risks are associated with these?
thanks
Is ICE basically the same type of business as TMX Group but, in different markets? Can I get your thoughts on these two? What risks are associated with these?
thanks
Q: Can I get your opinion on some publicly traded bitcoin mining companies. The only player in Canada I've come across is HUT 8.
Specifically:
1. Do you see these as actual viable companies / viable business models or just another play on rising bitcoin prices?
2. earlier this year [Feb/21] you noted you didn't see much differentiation between any particular publicly traded mining companies. Has that view changed since then.
3. Can you explain the massive rise in prices in late 2020 and the recent drop? Just tied to the price of bitcoin?
Thanks (as always) for the excellent service and assistance
Specifically:
1. Do you see these as actual viable companies / viable business models or just another play on rising bitcoin prices?
2. earlier this year [Feb/21] you noted you didn't see much differentiation between any particular publicly traded mining companies. Has that view changed since then.
3. Can you explain the massive rise in prices in late 2020 and the recent drop? Just tied to the price of bitcoin?
Thanks (as always) for the excellent service and assistance
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PayPal Holdings Inc. (PYPL)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Block Inc. Class A (SQ)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
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Coinbase Global Inc (COIN)
Q: Can you please give me your opinion on PayPal. Does the recent price drop represent a buying opportunity or is this an indication of head winds ahead. What would be your top 5 Fintech stocks for a 3 to 5 year hold. Thanks for all your expertise.
Q: Do you think the recent Square Afterpay acquisition will have material impact on GSY over the long term? Or are they targeting different segments of the market.
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PayPal Holdings Inc. (PYPL)
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Block Inc. Class A (SQ)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: On July 30th you mentioned NVEI, SQ, and PYPL all have their own moats. Could you please elaborate on this further and discuss the strengths/weaknesses of each?
Thanks
Marc
Thanks
Marc
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Aon plc Class A (Ireland) (AON)
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Marsh & McLennan Companies Inc. (MMC)
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Manulife Financial Corporation (MFC)
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Great-West Lifeco Inc. (GWO)
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Sun Life Financial Inc. (SLF)
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Mawer Global Equity Fund Series A (MAW120)
Q: Any reasons that 5i can see that would account for the large difference in 10 year and 5 year in the performance of these companies that operate in similar industry. Companies outside of Canada have dramtically outperformed
10 year # including Div AON 470 MMC478 MFC 105 GWO 135 SLF 235
AON and MMC are 2 long term holdings in MAW120 and I am thinking of selling SLF and adding to MAW120
10 year # including Div AON 470 MMC478 MFC 105 GWO 135 SLF 235
AON and MMC are 2 long term holdings in MAW120 and I am thinking of selling SLF and adding to MAW120
Q: Your opinion of the deal to acquire Afterpay?
Q: As well as Bns I also own Td and Royal..
As Bns Business in Latin America and Mexico is being effected by Covid and vaccines are not so readily available as they are in the U.S. and Canada I am thinking about selling Bns and using the proceeds to purchase Goeasy.what do you think of the idea?
Long term investor
As Bns Business in Latin America and Mexico is being effected by Covid and vaccines are not so readily available as they are in the U.S. and Canada I am thinking about selling Bns and using the proceeds to purchase Goeasy.what do you think of the idea?
Long term investor
Q: Hi Peter
I sold FFH at 550 at around mid May for a small gain
it has now slowly declined to 510
I am aware that it is not a stock alot of people like, pays a small dividend
any fundamental /technical reasons of the decline from 550 to 510 in about 10
weeks time? I am considering of starting a partial position
and hope for a 10% gain for trade (hold for at least over 6 months)
thanks
Michael
I sold FFH at 550 at around mid May for a small gain
it has now slowly declined to 510
I am aware that it is not a stock alot of people like, pays a small dividend
any fundamental /technical reasons of the decline from 550 to 510 in about 10
weeks time? I am considering of starting a partial position
and hope for a 10% gain for trade (hold for at least over 6 months)
thanks
Michael
Q: I am considering GSY as a growth holding to augment my dividend growth heavy portfolio. I keep hearing that valuation matters. Is GSY today at a good entry price for a 3% slot in my portfolio?
Q: May I please have your comments on FN’s earnings. Thank you
Q: Can you speak to the class-action lawsuit filed against Coinbase?
What do you think of the future prospects for Coinbase? Their fees appear high relative to the competition, and the threat of commission free (or low fee) crypto exchanges looms large. Competitors, such as Kraken, are preparing to follow suit and go public. Is the Coinbase business model and continued growth rate sustainable?
What do you think of the future prospects for Coinbase? Their fees appear high relative to the competition, and the threat of commission free (or low fee) crypto exchanges looms large. Competitors, such as Kraken, are preparing to follow suit and go public. Is the Coinbase business model and continued growth rate sustainable?
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PayPal Holdings Inc. (PYPL)
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Visa Inc. (V)
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Block Inc. Class A (SQ)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
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Affirm Holdings Inc. (AFRM)
Q: Could you please rank SQ, NVEI, PYPL and V for a growth investor with moderate risk tolerance and a time-frame of at least 5 years. Please add other suggestions that fits the theme. LSPD is already owned. The reasons for your top two choices would be appreciated. Thanks.
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Global X Active Canadian Dividend ETF (HAL)
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iShares S&P/TSX Composite High Dividend Index ETF (XEI)
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Vanguard U.S. Dividend Appreciation Index ETF (VGG)
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Vanguard FTSE Developed ex North America High Dividend Yield Index ETF (VIDY)
Q: If you were adding a dividend producing ETF to a pipeline, insurance and bank-focused portfolio (North American bias), which ETF would you use for:
a) dividend/total return
b) diversification?
a) dividend/total return
b) diversification?
Q: With the RBI restricting the issuance of new cards in India, would this be a catalyst to trim ones position or switch to Visa?
Q: Hello Team,
going forward, which would be your choice for growth and why between these very different securities.
Thanks,
Barry
going forward, which would be your choice for growth and why between these very different securities.
Thanks,
Barry