Q: What would you attribute the 15% YTD decline in the shares to?
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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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HIVE Digital Technologies Ltd (HIVE $2.70)
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Hut 8 Corp. (HUT $102.35)
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Cipher Digital Inc. (CIFR $20.34)
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IREN Limited (IREN $53.06)
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Nebius Group N.V. (NBIS $220.27)
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Galaxy Digital Inc. (GLXY $29.55)
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Keel Infrastructure Corp. (KEEL $6.03)
Q: Hi,
I've done very well with NBIS and GLXY. They are 6.4% and 4.2% of my portfolio now. What do you think about some of these other names or would you stick with NBIS and GLXY? Many have pivoted to AI compute from bitcoin and it seems as though some of these smaller names can really rip when they announce a new contract and I have a slight feeling of FOMO (although I love the pop on NBIS today). How would you rank these overall in terms of fundamentals, valuation, growth, risk? I'm am definitely sticking with NBIS and GLXY and I would look to trim and start a new position in one or two of the other names if warranted or needed. Thank you!
I've done very well with NBIS and GLXY. They are 6.4% and 4.2% of my portfolio now. What do you think about some of these other names or would you stick with NBIS and GLXY? Many have pivoted to AI compute from bitcoin and it seems as though some of these smaller names can really rip when they announce a new contract and I have a slight feeling of FOMO (although I love the pop on NBIS today). How would you rank these overall in terms of fundamentals, valuation, growth, risk? I'm am definitely sticking with NBIS and GLXY and I would look to trim and start a new position in one or two of the other names if warranted or needed. Thank you!
Q: At their current price are these an opportunity to buy ?
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Micron Technology Inc. (MU $723.66)
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Royal Bank of Canada (RY $252.31)
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Toronto-Dominion Bank (The) (TD $148.14)
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Bank of Nova Scotia (The) (BNS $106.04)
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Enbridge Inc. (ENB $76.12)
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Canadian Natural Resources Limited (CNQ $66.00)
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Sun Life Financial Inc. (SLF $99.02)
Q: Good morning I have 2 laggards in my unregistered US account. Microsoft and Robinhood. I've taken profits in both when at higher valuations. Would you endorse a switch to Micron and provide suggestion for a solid dividend payer as well ?
Thanks in advance.
David
Thanks in advance.
David
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Restaurant Brands International Inc. (QSR $104.33)
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Premium Brands Holdings Corporation (PBH $86.55)
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A & W Food Services of Canada Inc. (AW $35.45)
Q: Hello 5i,
Since June 2025 AW has not moved. It reached $40 in July of 2025 but has since dropped back to $36. Do you see it as going anywhere, should I hang on as a value investor or move the funds into PBH, or even add to my 3 lowest to shore them up even though they are doing well.
Thank you for your great service
Since June 2025 AW has not moved. It reached $40 in July of 2025 but has since dropped back to $36. Do you see it as going anywhere, should I hang on as a value investor or move the funds into PBH, or even add to my 3 lowest to shore them up even though they are doing well.
Thank you for your great service
Q: Bam reported today. Your thoughts/impressions on the quarter and future.
Thanks
Robert
Thanks
Robert
Q: Hello, Team, I know 5i like the above and with another 6% drop today are there any signs fundamentally something has changed, the drop from the high is 45% which seems excessive. Will the glory days of over 200$ return in time, or the growth is simply not there anymore.
Thank you Anthony
Thank you Anthony
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WSP Global Inc. (WSP $193.20)
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Stantec Inc. (STN $106.21)
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Aecon Group Inc. (ARE $50.66)
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Bird Construction Inc. (BDT $58.23)
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AtkinsRéalis Group Inc. (ATRL $85.57)
Q: Stantec and WSP seem to be consolidating at recent levels - are these "growthy" enough for a TFSA and if not, do you have alternatives in the Industrial space either in Canada or the US? Thanks!
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Firan Technology Group Corporation (FTG $19.98)
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Kraken Robotics Inc. (PNG $7.25)
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Tantalus Systems Holding Inc. (GRID $5.78)
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Electrovaya Inc. (ELVA $13.15)
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Sezzle Inc. (SEZL $98.57)
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Ouster Inc. (OUST $34.80)
Q: Has been lacklustre for a bit. What would you currently rank high-low as the top 5 small calls on CDN and US exchanges?
Q: What's happening with Kraken? It drops every day now. Was the big run up all for getting top price for raising money to make their purchase? What do you see for Kraken over the next 6 to 12months? How do you think the stock will perform over this period? What catalysts will make it move? Finally, are you still bullish on it?
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Alphabet Inc. (GOOG $393.07)
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Lam Research Corporation (LRCX $284.59)
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AltaGas Ltd. (ALA $53.11)
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Total Energy Services Inc. (TOT $25.99)
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Lumentum Holdings Inc. (LITE $966.93)
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Neo Performance Materials Inc. (NEO $32.45)
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Cboe Global Markets Inc. (CBOE $360.96)
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Interactive Brokers Group Inc. (IBKR $87.03)
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Tantalus Systems Holding Inc. (GRID $5.78)
Q: Perhaps you guys can clarify. Got your email about the benchmark beaters and clicked through to the long list.
At the bottom of the list it said "if you want to know which of these, etc etc". Please subscribe.
How do I find out your secret list of stocks you would actually buy?
Thanks
Sheldon
At the bottom of the list it said "if you want to know which of these, etc etc". Please subscribe.
How do I find out your secret list of stocks you would actually buy?
Thanks
Sheldon
Q: Hi,
Could you offer your thoughts on recent earnings and whether or you would be keen to own either of these stocks today. If there are other, more growth oriented options, I'd like to hear your suggestions. Either US or Canadian for a TFSA or RIF account.
Thanks - your advice is always much appreciated.
D
Could you offer your thoughts on recent earnings and whether or you would be keen to own either of these stocks today. If there are other, more growth oriented options, I'd like to hear your suggestions. Either US or Canadian for a TFSA or RIF account.
Thanks - your advice is always much appreciated.
D
Q: May I please have your comments on earnings for FTS and CU
Q: Your comments please on recent earnings. Add to an existing position or wait for a pull back?
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Royal Bank of Canada (RY $252.31)
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Toronto-Dominion Bank (The) (TD $148.14)
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Bank of Nova Scotia (The) (BNS $106.04)
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Canadian National Railway Company (CNR $153.79)
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Enbridge Inc. (ENB $76.12)
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Sun Life Financial Inc. (SLF $99.02)
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Fortis Inc. (FTS $75.37)
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ATCO Ltd. Class I Non-voting Shares (ACO.X $69.10)
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Hydro One Limited (H $57.66)
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Dream Industrial Real Estate Investment Trust (DIR.UN $13.73)
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A & W Food Services of Canada Inc. (AW $35.45)
Q: What are some good Canadian companies to invest in with attractive dividend yields but where the stock has historically had a lower stock price volatility
Q: Is it too late buy HPS.A after the great run it’s had,could you tell me what tailwinds it still has for a 1-2 year hold and a2-4% position,as always thanks for the great service.
Q: Pls comment on FTS Earnings.
Q: Should I infer from Danny's question this morning that you are selling XHY in your Income Portfolio?
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $333.49)
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Hammond Manufacturing Company Limited Class A Subordinate Voting Shares (HMM.A $17.11)
Q: HMM.A has come to life over the last couple of weeks. What is your current opinion of this neighbour of HPS.A?
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5N Plus Inc. (VNP $39.97)
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Kraken Robotics Inc. (PNG $7.25)
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Zedcor Inc. (ZDC $6.22)
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Neo Performance Materials Inc. (NEO $32.45)
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Tantalus Systems Holding Inc. (GRID $5.78)
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MDA Space Ltd. (MDA $52.25)
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Electrovaya Inc. (ELVA $13.15)
Q: Can you please compare and contrast the merits of and risks associated with Neo and VNP stocks as investments today? Also, how would these 2 stocks rank as investments when stacked against my current small cap holdings of MDA, ZDC, PNG, GRID and ELVA? Thank you.