Q: what do you think is in store for shop going forward. 5i has been suggesting it is one of your best recommendations for a rebound. do you still feel this way after results. what might shop do to turn things around.
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
-
Sylogist Ltd. (SYZ)
-
Xebec Adsorption Inc. (XBC)
-
WELL Health Technologies Corp. (WELL)
-
Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
-
Dye & Durham Limited (DND)
Q: After taking a profit from an oil company you suggested last year (thank you!), I am looking to re-invest (outside of the commodity sectors) accepting higher risk for return. It's a registered account with 10 years before the money is needed. Of the companies listed which would you expect to have the most growth over 10 years?
Q: I realize that the tech sector has been struggling badly but the decline in SP for ATA is stunning and would seem to be unjustified given that there has been no news. Would appreciate your views and your predictions for their upcoming earnings. The market looks to have priced in that they will be lousy.
Q: Why has ATA dropped so much in the last month? Is it time to consider selling? If so any suggestions what to replace it with.
-
Intuitive Surgical Inc. (ISRG)
-
Netflix Inc. (NFLX)
-
NVIDIA Corporation (NVDA)
-
PayPal Holdings Inc. (PYPL)
-
Constellation Software Inc. (CSU)
-
FirstService Corporation (FSV)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP)
-
goeasy Ltd. (GSY)
-
Roku Inc. (ROKU)
-
Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
-
TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: What do feel are the best bargains currently in this market ? Top 10 please, and a management ranking, 10 being the best. Long time time horizon. Thanks
Also, please provide your favourite Cnd stock/ETF for an RESP. Long time horizon
Thanks
Nick
Also, please provide your favourite Cnd stock/ETF for an RESP. Long time horizon
Thanks
Nick
-
Constellation Software Inc. (CSU)
-
Descartes Systems Group Inc. (The) (DSG)
-
FirstService Corporation (FSV)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP)
-
iShares S&P/TSX Capped Information Technology Index ETF (XIT)
-
Vanguard U.S. Dividend Appreciation Index ETF (CAD-hedged) (VGH)
-
Invesco Municipal Opportunity Trust (VMO)
Q: Please suggest some growth etfs and stocks for starting RESP for long term hold. Thanks for great service.
Q: What would be your top 3 growth picks for Canada and for the US that are in the "bargain bin" today?
Q: Is this a good choice for a 5 year hold?
I also own BEP.UN
I also own BEP.UN
-
Intuitive Surgical Inc. (ISRG)
-
Netflix Inc. (NFLX)
-
NVIDIA Corporation (NVDA)
-
FirstService Corporation (FSV)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP)
-
goeasy Ltd. (GSY)
-
Roku Inc. (ROKU)
-
Affirm Holdings Inc. (AFRM)
-
TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: With the stock market being just terrible these days, what at the companies trading at or near 52 week lows that you would strongly buy if you could (US or CDN)?
Q: I would appreciate an updated opinion on Blackline. Thanks!
-
Meta Platforms Inc. (META)
-
NVIDIA Corporation (NVDA)
-
Veeva Systems Inc. Class A (VEEV)
-
The Trade Desk Inc. (TTD)
-
CrowdStrike Holdings Inc. (CRWD)
-
Digital Turbine Inc. (APPS)
-
Jacobs Solutions Inc. (J)
-
Unity Software Inc. (U)
-
KraneShares Global Carbon Strategy ETF (KRBN)
Q: 5% of my RSP is allocated to a risky/riskier /max growth theme with FB, J, KRBN and NVDA right now. I am looking for 1 or 2 more additions. APPS, U, and CRWD are on my list of considerations. In theory, I could wait 5-10+ yrs for max growth, but knowing my personality, 3-4 yrs is more in line with my expectations. Pls suggest some recommendations (does not have to be from my list) - Thank you.
-
Finning International Inc. (FTT)
-
TFI International Inc. (TFII)
-
ATS Corporation (ATS)
-
EQB Inc. (EQB)
-
GFL Environmental Inc. subordinate voting shares (GFL)
-
Dye & Durham Limited (DND)
Q: Please rank these securities in terms of attractiveness at current valuations. Looking for best total return opportunity with 5 year time horizon
Q: What is the biggest near term risk with Brookfield?
-
Costco Wholesale Corporation (COST)
-
Procter & Gamble Company (The) (PG)
-
Royal Bank of Canada (RY)
-
Bank of Nova Scotia (The) (BNS)
-
Bank of Montreal (BMO)
-
Dollarama Inc. (DOL)
-
Fortis Inc. (FTS)
-
Alimentation Couche-Tard Inc. (ATD)
-
Summit Industrial Income REIT (SMU.UN)
-
Jacobs Solutions Inc. (J)
Q: My portfolio is significantly over-weight tech and currently paying the price. Semi's (AMD, NVDA, SMH) had propped me up but not anymore. That's the bad news, good news is i have a sizable portion of cash to deploy. Over the next few months, where would you suggest deploying new cash? Which stocks, etf's, or sectors have been unjustly hit the hardest?
The rest of my portfolio is anchored by XIU, BAM, BIP, ENB, CNQ, etc.
The rest of my portfolio is anchored by XIU, BAM, BIP, ENB, CNQ, etc.
Q: Unless I'm mistaken, which is very possible I believe AC reported earnings.
If yes, may we have your analysis and conclusion please.
Sheldon
If yes, may we have your analysis and conclusion please.
Sheldon
-
Costco Wholesale Corporation (COST)
-
Alphabet Inc. (GOOG)
-
NVIDIA Corporation (NVDA)
-
Advanced Micro Devices Inc. (AMD)
Q: Hi group please what would be your 3 top picks along with brief explanation (in order of preference) in Canada + US regardless of sectors and risk.
2 nd question - We are in heap of trouble due to inflation +geo political concerns + and so on. Do you recommending selling some higher risk growth / Tech stocks into this weakness. Is it time to reduce stock holdings generally? I realize you do not have a crystal bowl but you comments are requested thanks
2 nd question - We are in heap of trouble due to inflation +geo political concerns + and so on. Do you recommending selling some higher risk growth / Tech stocks into this weakness. Is it time to reduce stock holdings generally? I realize you do not have a crystal bowl but you comments are requested thanks
-
Constellation Software Inc. (CSU)
-
Descartes Systems Group Inc. (The) (DSG)
-
Kinaxis Inc. (KXS)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP)
-
Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
-
Nuvei Corporation Subordinate Voting Shares (NVEI)
-
Topicus.com Inc. (TOI)
-
TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: We have new money to invest and would like to use it to correct our only significant sector weighting imbalance, which is in technology. The sector is currently represented by CSU, DSG, KXS and SHOP, where all but CSU are down.
5i has often stressed the importance of both maintaining target sector weights and not leaving too much cash idle. Now we find ourselves with the technology sector struggling and would like some guidance on how to proceed.
For the existing positions, which are long term holds, would you be inclined to spread out the additional investments over the medium term, say the next 6-12 months, or would you tend to be more aggressive, investing in the shorter term?
How would you rate (1-10) CSU, DSG, KXS and SHOP for additional money today?
If we were to initiate long term positions in TOI, TIXT, NVEI and LSPD today, how would you rate them?
Once again, a big thanks to you all at 5i! We've just renewed our membership after a first year. We only wish we'd known of your service earlier!
5i has often stressed the importance of both maintaining target sector weights and not leaving too much cash idle. Now we find ourselves with the technology sector struggling and would like some guidance on how to proceed.
For the existing positions, which are long term holds, would you be inclined to spread out the additional investments over the medium term, say the next 6-12 months, or would you tend to be more aggressive, investing in the shorter term?
How would you rate (1-10) CSU, DSG, KXS and SHOP for additional money today?
If we were to initiate long term positions in TOI, TIXT, NVEI and LSPD today, how would you rate them?
Once again, a big thanks to you all at 5i! We've just renewed our membership after a first year. We only wish we'd known of your service earlier!
Q: WHAT IS YIUR OPINION OF THIS STOCK> THANKS
-
Enbridge Inc. (ENB)
-
Fortis Inc. (FTS)
-
NV5 Global Inc. (NVEE)
-
Axon Enterprise Inc. (AXON)
-
Shopify Inc. (SHOP)
-
CrowdStrike Holdings Inc. (CRWD)
-
Trane Technologies plc (TT)
Q: Hi Peter and Team;
Thanks for the info and advice on PKI.
I have made a good gain and sold a 5% position in my RRIF.
Could you offer 3 CDN and 3 US that you would be comfortable in starting today with a 2.5 % for long term investing in a well balanced RRIF? Would you lean towards US or CND for GROWTH?
Thanks for the excellent analysis!
Thanks for the info and advice on PKI.
I have made a good gain and sold a 5% position in my RRIF.
Could you offer 3 CDN and 3 US that you would be comfortable in starting today with a 2.5 % for long term investing in a well balanced RRIF? Would you lean towards US or CND for GROWTH?
Thanks for the excellent analysis!
Q: Mastercraft marine holdings. Interested in this company can you provide your opinion? Thanks
John
John