Q: Your best small cap recommendation for growth in a TFSA today. Thanks!
David
David
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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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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $165.29)
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Kraken Robotics Inc. (PNG $5.66)
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Zedcor Inc. (ZDC $5.97)
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Galaxy Digital Inc. Class A common stock (GLXY $35.58)
Q: In reviewing your Growth portfolio YTD I notice that the best YTD increases are CLS, PNG,ZDC,GLXY, HPS.A … in that order. And mor of these are your top holdings as well.
Given the pullback are any of these “buyable” again now; and if so, at what prices would you suggest. I already own all of these stocks - thank you very much!
Given the pullback are any of these “buyable” again now; and if so, at what prices would you suggest. I already own all of these stocks - thank you very much!
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BCE Inc. (BCE $32.47)
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Rogers Communications Inc. Class B Non-voting Shares (RCI.B $54.02)
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TELUS Corporation (T $18.27)
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Quebecor Inc. Class B Subordinate Voting Shares (QBR.B $52.55)
Q: If--for diversification purposes, not to mention buying into an unloved investment space--which one of the 4 major Canadian telecom companies (BCE, Quebecor, Rogers, Telus)-- would you be most interested in owning long-term, for >10-year hold? Could you rank them from #1 (top choice) thru #4, and provide a rationale for your ranking?
Ted
Ted
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NVIDIA Corporation (NVDA $175.86)
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Emerson Electric Company (EMR $132.04)
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5N Plus Inc. (VNP $19.58)
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Monolithic Power Systems Inc. (MPWR $895.75)
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Arista Networks Inc. (ANET $125.31)
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Vertiv Holdings LLC Class A (VRT $168.75)
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Palantir Technologies Inc. (PLTR $162.48)
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Applovin Corporation (APP $547.13)
Q: Thank you for the excellent market update comparing the AI boom to history. What are the top 'capex-light' companies that you feel may participate in the AI boom?
Q: I missed the update flash report. Where can I find it?
Q: It seems ZDC has fallen in your ratings. Over the past few weeks it hasn't been mentioned as a go to growth stock as it once was. What are your thoughts on it? I'm considering completing a position in it. Good time to buy? If not, what would you suggest that has opportunity to do well over the next 6-12 months?
Q: Hello,
I assume like most subscribers, I read the questions section almost daily and wonder if any of the stocks mentioned are in your various portfolios.
To find out if they are involves many steps which is inconvenient. Is there a way to indicate if the stock is in a current portfolio? Maybe a Star or similar symbol?
Many thanks
I assume like most subscribers, I read the questions section almost daily and wonder if any of the stocks mentioned are in your various portfolios.
To find out if they are involves many steps which is inconvenient. Is there a way to indicate if the stock is in a current portfolio? Maybe a Star or similar symbol?
Many thanks
Q: Thank you for the updated flash report. If you had to choose only one of these stocks at today's prices, which one would it be and why?
Q: Hoping you can address a few questions on this name:
1) To what extent is this company tied to crypto and to what extent data centers?
I am fairly confident that there will be a demand for data centers. I have less comfort in crypto which seems to be in free fall and I'm wondering if that largely explains the poor performance of this stock.
2) Why was this a compelling buy at or around $40 USD a share? How likely is it to return to that price?
3) Is there a possibility that Galaxy will be split into two different companies or taken private?
Thanks,
Jason
1) To what extent is this company tied to crypto and to what extent data centers?
I am fairly confident that there will be a demand for data centers. I have less comfort in crypto which seems to be in free fall and I'm wondering if that largely explains the poor performance of this stock.
2) Why was this a compelling buy at or around $40 USD a share? How likely is it to return to that price?
3) Is there a possibility that Galaxy will be split into two different companies or taken private?
Thanks,
Jason
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Amazon.com Inc. (AMZN $229.22)
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Broadcom Inc. (AVGO $381.32)
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Alphabet Inc. (GOOG $322.62)
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Microsoft Corporation (MSFT $476.40)
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NVIDIA Corporation (NVDA $175.86)
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Amphenol Corporation (APH $137.18)
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Rockwell Automation Inc. (ROK $391.05)
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Celestica Inc. (CLS $461.10)
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Advanced Micro Devices Inc. (AMD $200.11)
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Arista Networks Inc. (ANET $125.31)
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Comfort Systems USA Inc. (FIX $945.17)
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Fabrinet (FN $426.65)
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Vertiv Holdings LLC Class A (VRT $168.75)
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IREN Limited (IREN $46.95)
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Nebius Group N.V. (NBIS $89.42)
Q: Would you recommend taking a small position in AI at this point, and if so what would be your first choice in a stock and/or ETF?
Q: ADN value is dropping, you still include it in your income fund at a B rating. In the last question asked abut ADN last month, you raised concerns about performance and a dividend cut, is there a chance you will be lowering the ratings or removing from your portfolio
Q: When does PNG next report? Can't seem to find the date anywhere. What's generally expected and what does 5i expect?
Q: Where would you rank Bitcoin within this “Buyer’s opportunity”? Would it fit in nicely with CLS, PNG, GLX, NBIS etc?
Would you consider Bitcoin a Buy/hold/sell today? A rating out of 10, with 10 being a strong buy. Long term hold
I understand everyone’s risk tolerance/position sizing varies.
Thank you
Would you consider Bitcoin a Buy/hold/sell today? A rating out of 10, with 10 being a strong buy. Long term hold
I understand everyone’s risk tolerance/position sizing varies.
Thank you
Q: Hello 5I team.Currently down 30%.Considering tax loss sale.Would 5I wait the 30 days to buy back or at this time rather invest in another name that is off but would have as good if not more potential bounce going forward not.Considering any sector?Thanks again Larry
Q: I can see potential in this name when the sentiment turns on crypto and it will.The American debt problem is not going away.I foresee incredible stock market volatility in the years ahead,no matter who is in power.I am 75 but will continue to be fully invested
by paying attention to you and the markets.Thank you for sharing your knowledge.
by paying attention to you and the markets.Thank you for sharing your knowledge.
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Galaxy Digital Inc. Class A common stock (GLXY $35.58)
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Coinbase Global Inc (COIN $247.32)
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Propel Holdings Inc. (PRL $22.60)
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Circle Internet Group Inc. Class A (CRCL $69.14)
Q: I hold these in registered accounts and am down approximately 20% for each stock.For a 2-3 year time frame would you buy/hold/sell at this time?Would your answer change if asked in January?
Thank you very much
Thank you very much
Q: When do you think this will turn around and what might that take? Do you think we are seeing retail traders throw in the towel? I was concerned when I was down 10%. Now I’m down 40%. I see you rate it well so I’m holding. I am just losing hope and am frankly worried.
Q: Currently down 25%. How far would 5I let this run before moving on to ? You best case idea Thanks Larry
Q: Most AI related stocks including Celestica have come under pressure, this week, presumably, due to concerns emanated from recent trend of capex financing through debt issuance by some hyperscalers.
Michael Burry's short report has also been widely circulating, accusing Maga Tech companies, understating depreciation related to expensive chips ( he also promised more details on Nov 25 ), thus inflating profit margins.
What is your view on these concerns ?
Where do you see a floor for CLS ?
Thank You
Michael Burry's short report has also been widely circulating, accusing Maga Tech companies, understating depreciation related to expensive chips ( he also promised more details on Nov 25 ), thus inflating profit margins.
What is your view on these concerns ?
Where do you see a floor for CLS ?
Thank You
Q: Thanks for commenting on the earnings. Could you please talk about the conference call. On a scale of one to ten, is it a strong by today (10), a buy 6-9, hold (5) or sell 4 or less. And why? Thank you.