Q: It has been awhile since anyone has asked about this one and would appreciate your current thoughts. They appear to be securing some business and I am looking forward to seeing their next financials.
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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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Adobe Inc. (ADBE $244.67)
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Oracle Corporation (ORCL $154.60)
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ServiceNow Inc. (NOW $112.07)
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Vitalhub Corp. (VHI $6.77)
Q: I do not think you really answered the question about earnings for vitalhub. My look at them seemed they were pretty good but still down 10% today. Any thoughts?
Q: Results looked good. Down 30% on this name. Is this a weed that needs to be pulled? Less than 1% of my portfolio. Thanks!
Q: What are your thoughts on AXON's weakness - I've held for over a year, it's had a good rise, and now it's back down just below where I bought it - should I just hold on, or has there been a change that I should be aware of that might be causing the weakness? I thought it might have more strength with all that's going on.
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Gildan Activewear Inc. (GIL $77.47)
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Aritzia Inc. Subordinate Voting Shares (ATZ $109.06)
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Groupe Dynamite Inc. Subordinate voting shares (GRGD $67.22)
Q: Has there been that much of a slowdown in the retail sector to have all 3 down 20%.
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Micron Technology Inc. (MU $445.79)
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NVIDIA Corporation (NVDA $178.97)
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Celestica Inc. (CLS $382.41)
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Teradyne Inc. (TER $299.68)
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Nebius Group N.V. (NBIS $119.61)
Q: I hold NVDA, CLS, TER, NBIS. Considering buying MU. How much overlap in these companies? Would you sell any based on exposure?
Thanks
Thanks
Q: Updated opinion please
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Kelt Exploration Ltd. (KEL $9.37)
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Thomson Reuters Corporation (TRI $127.16)
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Cipher Pharmaceuticals Inc. (CPH $16.50)
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goeasy Ltd. (GSY $35.45)
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Capstone Copper Corp. (CS $9.76)
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Tamarack Valley Energy Ltd. (TVE $11.17)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $174.07)
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Kraken Robotics Inc. (PNG $9.25)
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Silvercorp Metals Inc. (SVM $12.86)
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Vitalhub Corp. (VHI $6.77)
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Tantalus Systems Holding Inc. (GRID $4.43)
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Propel Holdings Inc. (PRL $17.93)
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Telesat Corporation Common and Variable Voting Shares (TSAT $53.59)
Q: Would you consider all positions in your growth portfolio still buyable today? Are there any that would make you pause if you were buying now?
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Constellation Software Inc. (CSU $2,488.80)
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Thomson Reuters Corporation (TRI $127.16)
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Topicus.com Inc. (TOI $96.09)
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Lumine Group Inc. (LMN $23.96)
Q: Hello,
Does the brief rally followed by a pullback that these four stocks have just experienced carry any meaningful signal, in your view, is it positive or neutral?
Thanks
Does the brief rally followed by a pullback that these four stocks have just experienced carry any meaningful signal, in your view, is it positive or neutral?
Thanks
Q: Could have I an update on your views of PBH. Its hold in a RRSP. Would you suggest 1-2 companies with better or same risk profile you would suggest to switch for if you think that’s a good idea .
Q: Clearly the Street was very impressed with CPH's Q4 and YE earnings that were released on Friday (up 17% despite another tough day in the markets). As always, I would appreciate your view.
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Intuitive Surgical Inc. (ISRG $478.23)
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JPMorgan Chase & Co. (JPM $286.75)
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Eli Lilly and Company (LLY $917.33)
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United Rentals Inc. (URI $714.95)
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RTX Corporation (RTX $201.21)
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Celsius Holdings Inc. (CELH $42.28)
Q: What is your current top 10 Canadian and US non-tech stocks?
Q: Hello Team 5i and Everyone!
May I have your take on Rubrik's earnings today please? (RBRK)
Thank you,
Sandra
May I have your take on Rubrik's earnings today please? (RBRK)
Thank you,
Sandra
Q: will Trilliant Technologies (may do an IPO) be a major competitor to GRID ? who else are competitors to GRID thanks Richard
Q: Peter; Can you update your thoughts on HAI after they reported
today? Thanks,
Rod
today? Thanks,
Rod
Q: Hi team,
Is Ceco a good buy right now on the recent pullback? It has had a couple positive days now, seems like its drop may be over. Also generally speaking , do you see it as a name with multi bagger potential over the next decade? I look back to TT and amazed with the type of share price growth an industrial name like Trane has achieved. Could Ceco follow the same trajectory ?
Thanks,
Shane
Is Ceco a good buy right now on the recent pullback? It has had a couple positive days now, seems like its drop may be over. Also generally speaking , do you see it as a name with multi bagger potential over the next decade? I look back to TT and amazed with the type of share price growth an industrial name like Trane has achieved. Could Ceco follow the same trajectory ?
Thanks,
Shane
Q: Which of Dol or Shop do you think offer the best return over the next 3 to 5 years?
Q: ZDC has been drifting lower the past month. Is the fact they raised money a contributing factor? Is the story still solid for the future? What do you see for ZDC over the next 6-12 months? Is this an opportunity to fill out a position?
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Tourmaline Oil Corp. (TOU $69.29)
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Celestica Inc. (CLS $382.41)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $174.07)
Q: forgot to ask, why are certain companies such as CLS, TOU, HPS.A, etc. not included in the market summary reports?
Q: In quarters in which HPS.A does particularly well, executive compensation tends to sink the shares. Earnings are due on March 18. Is this one of the quarters likely to produce significant executive compensation or will comparison to the previous quarter dampen the exec comp and help the shares?