Q: PINS was included in a question asked on Jan 1 but could you give an updated answer on PINS specifically? Thanks so much!
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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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Savaria Corporation (SIS $23.86)
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Aritzia Inc. Subordinate Voting Shares (ATZ $131.47)
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SAP SE ADS (SAP $247.11)
Q: Hello,
Looking for advice to invest our RESP contribution this year for my daughter. Time horizon is 17 years. Do you prefer any of these for good growth, or are their any others you would prefer (companies traded in Canada would be ideal)?
Thank you, and Happy New Year.
Looking for advice to invest our RESP contribution this year for my daughter. Time horizon is 17 years. Do you prefer any of these for good growth, or are their any others you would prefer (companies traded in Canada would be ideal)?
Thank you, and Happy New Year.
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Park Lawn Corporation (PLC $26.48)
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Kelt Exploration Ltd. (KEL $7.35)
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Leon's Furniture Limited (LNF $28.61)
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Tamarack Valley Energy Ltd. (TVE $7.75)
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Converge Technology Solutions Corp. (CTS $5.99)
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Galaxy Digital Inc. Class A common stock (GLXY $34.68)
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Titanium Transportation Group Inc. (TTNM $1.64)
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Lumine Group Inc. (LMN $26.16)
Q: Looking to add 2-3 names of the above small caps to my TFSA this month.With the exception, of LMN and GLXY all are down substantially. Question. Which have the biggest up side in 2024, for a long term hold. Please rate them 1-8 with short comments for growth and safety,
Q: Been rather quiet on the Cannibas front. How do you like these names once the sector heats up? What time is "possible" for positive federal news in the U.S.?
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Tourmaline Oil Corp. (TOU $59.53)
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WELL Health Technologies Corp. (WELL $4.23)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
Q: Happy New Year and thank you for the valuable service you have provided over the last 10 years.
I am considering doing a transfer in kind from my RRIF to my TFSA of both TOU-T and WELL-T. Both are showing a loss in my RRIF (poor timing on my part), but I think a recovery is likely and that they are good long term holds. May I have your comments on whether to do the transfer, continue to hold them in my RRIF, or sell them outright and then transfer cash and add to NVEI-T which is currently showing a loss in my TFSA?
Your feedback is greatly appreciated.
JaneN
I am considering doing a transfer in kind from my RRIF to my TFSA of both TOU-T and WELL-T. Both are showing a loss in my RRIF (poor timing on my part), but I think a recovery is likely and that they are good long term holds. May I have your comments on whether to do the transfer, continue to hold them in my RRIF, or sell them outright and then transfer cash and add to NVEI-T which is currently showing a loss in my TFSA?
Your feedback is greatly appreciated.
JaneN
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Amazon.com Inc. (AMZN $247.38)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $229.03)
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Wayfair Inc. Class A (W $115.93)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.98)
Q: I’d like to know your opinion on Wayfair (W) please.
Q: Hi 5i,
With the recent jump up in stock price for Lumine, would you expect some price consolidation for a while due to the size of the recent acquisition? Or, after this large purchase, are they still able to carry on with business as usual?
With the recent jump up in stock price for Lumine, would you expect some price consolidation for a while due to the size of the recent acquisition? Or, after this large purchase, are they still able to carry on with business as usual?
Q: Can you compare Crowdstrike’s valuation to Topicus for me? I know they are in different sectors but I am thinking about deploying long term money into one or the other.
Q: Hello Peter,
I recently asked about Topicus and whether i should sell and move onto Lumine Group. You had indicated, given Topicus's valuation, there is no need to sell and move onto Lumine group as the valuation seems to be inline .. I do not want to take a loss but it seems that Lumine group is getting alot of attention. What do you feel is a good entry point for Lumine group as it looks like Topicus maybe just a slow steady stock.. Much appreciated.
I recently asked about Topicus and whether i should sell and move onto Lumine Group. You had indicated, given Topicus's valuation, there is no need to sell and move onto Lumine group as the valuation seems to be inline .. I do not want to take a loss but it seems that Lumine group is getting alot of attention. What do you feel is a good entry point for Lumine group as it looks like Topicus maybe just a slow steady stock.. Much appreciated.
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Amazon.com Inc. (AMZN $247.38)
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Illumina Inc. (ILMN $141.07)
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Sea Limited American Depositary Shares each representing one Class A (SE $133.52)
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TELUS Corporation (T $18.58)
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Brookfield Renewable Partners L.P. (BEP.UN $37.44)
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Enghouse Systems Limited (ENGH $20.50)
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Tricon Residential Inc. (TCN $15.34)
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Aritzia Inc. Subordinate Voting Shares (ATZ $131.47)
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The Trade Desk Inc. (TTD $37.29)
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Roku Inc. (ROKU $111.17)
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WELL Health Technologies Corp. (WELL $4.23)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.98)
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Pinterest Inc. Class A (PINS $27.14)
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Zoom Communications Inc. (ZM $85.18)
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Airbnb Inc. (ABNB $139.27)
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Nuvei Corporation (NVEI)
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Catalyst Pharmaceuticals Inc. (CPRX $22.72)
Q: I am currently in the negative on T, AMZN, TTD, TCN, NVEI, CPRX, ATZ, ENGH, LSPD, ABNB, WELL, BEP.UN, ROKU, ILMN, SE, PINS, and ZM. I have a 10+ year outlook, however would like to know based on the company and growth potential, what would you Sell or Hold? And if a Hold, please advise your perspective. Thanks!!
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $229.03)
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Galaxy Digital Inc. Class A common stock (GLXY $34.68)
Q: Trying to decide which of the two would have better long term upside. If one could only chose one of these for a 10 year hold, what would it be and why?
Q: Can you provide an updated outlook for this name.Also do you know the percentage os shares held by insiders.What do you think of its current valuation?
Q: Hello 5i
If one wanted to jump on the bitcoin bandwagon and go for a ride, would you pick COIN or GLXY? A brief explanation as to why would he appreciated.
Thank you
Dave
If one wanted to jump on the bitcoin bandwagon and go for a ride, would you pick COIN or GLXY? A brief explanation as to why would he appreciated.
Thank you
Dave
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Constellation Software Inc. (CSU $3,324.75)
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Topicus.com Inc. (TOI $125.91)
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Lumine Group Inc. (LMN $26.16)
Q: Hi there,
I'm looking to put my 2024 TFSA money into once concentrated bet. This would be a longterm hold (ie: decades possibly, if the story keeps getting better). Do you think LMN would be a good name that would qualify? If not, what would currently be a better bet?
Thanks!
I'm looking to put my 2024 TFSA money into once concentrated bet. This would be a longterm hold (ie: decades possibly, if the story keeps getting better). Do you think LMN would be a good name that would qualify? If not, what would currently be a better bet?
Thanks!
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goeasy Ltd. (GSY $138.72)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $36.27)
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TerraVest Industries Inc. (TVK $167.52)
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EQB Inc. (EQB $104.52)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $165.12)
Q: What are your top 5 small caps with early 2024 bounce potential with 3-5yr hold?
Q: Hi 5i Team - If you think any or all of these three software companies are worth buying today could you give me a brief update on their fundamentals. Thanks.
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Broadcom Inc. (AVGO $344.97)
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QUALCOMM Incorporated (QCOM $177.78)
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Skyworks Solutions Inc. (SWKS $60.17)
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ON Semiconductor Corporation (ON $62.16)
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MACOM Technology Solutions Holdings Inc. (MTSI $174.87)
Q: good afternoon,
Can I have your view on this company. Looked at a few reports on it and it doesn't look to compelling. Something else to look at ?
Thanks,
Happy Holidays to the Crew,
Can I have your view on this company. Looked at a few reports on it and it doesn't look to compelling. Something else to look at ?
Thanks,
Happy Holidays to the Crew,
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Amazon.com Inc. (AMZN $247.38)
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NVIDIA Corporation (NVDA $184.86)
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Super Micro Computer Inc. (SMCI $30.16)
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Elastic N.V. (ESTC $78.62)
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Vertiv Holdings LLC Class A (VRT $163.58)
Q: Which 5 Canadian and 5 US companies would you buy for pure growth over the next 6 months? Can you provide a bullet for each on risk and main reasons for selection?
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PepsiCo Inc. (PEP $139.91)
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Blackstone Inc. (BX $157.62)
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Shift4 Payments Inc. Class A (FOUR $66.88)
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Celsius Holdings Inc. (CELH $52.90)
Q: These are all names that have come up recently in Q&As. Which one do you think has the most upside from here? If you had to pick one to own as part of a 10 stock portfolio which would you choose? Thanks.
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Elastic N.V. (ESTC $78.62)
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Crocs Inc. (CROX $86.07)
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SPX Technologies Inc. (SPXC $207.51)
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TransMedics Group Inc. (TMDX $137.07)
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Nextpower Inc. (NXT $91.17)
Q: Small caps have lagged the market. What are your top 5 Small Cap Canadian Names and top 5 US Small Cap names? Could you also indicate good entry points. Please deduct appropriate credits.
Thanks
Tim
Thanks
Tim