Q: Is CTS still a favourite 5i small cap pick?
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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.
Q: Going into earnings do you think that Hammond Power solutions is a safe hold.
I recently hold a 5% position at 103.00.
Thanks
I recently hold a 5% position at 103.00.
Thanks
Q: Hello, I've been keeping an eye on hps.a for a while now and I'm considering getting in. With its earnings report approaching on the 25th, I'm wondering if I should wait until after the report is released before making a move. Would appreciate any advice you can offer. Thank you!
Q: What will the effect of an interest rate lowering cycle be on Propel Holding’s earnings?
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NVIDIA Corporation (NVDA $198.45)
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O'Reilly Automotive Inc. (ORLY $96.67)
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Northrop Grumman Corporation (NOC $568.14)
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Cameco Corporation (CCO $163.66)
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Tourmaline Oil Corp. (TOU $65.95)
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Agnico Eagle Mines Limited (AEM $249.67)
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Lithium Americas Corp. (LAC $7.74)
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IonQ Inc. (IONQ $46.20)
Q: What are the best companies in the following sectors you would invest in for maximum profits.
Thank you.
Chipmakers
Lithium
Uranium
Canadian gold mining
Arms Manufacturers
Auto Parts
Energy
Quantum Computing
Thank you.
Chipmakers
Lithium
Uranium
Canadian gold mining
Arms Manufacturers
Auto Parts
Energy
Quantum Computing
Q: Peter & 5iTeam,
Would you start a new position in EQB or add to IFC for a long term hold?
Thanks,
Gary
Would you start a new position in EQB or add to IFC for a long term hold?
Thanks,
Gary
Q: Paul asked today if PRL's dividend has been increasing in proportion to its income increases, or are they increasing the payout ratio. In your answer, you mentioned the dividend is up by 30% compared to last year at this time, but you didn't compare this to the income increase. PRL had an 84% income increase in 2023 compared to 2022, and in Q1 of 2024, the income was up 77%, so in fact they have been DECREASING the payout ratio, as the income has been increasing at a much faster rate than the dividend.
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Ascot Resources Ltd. (AOT $0.06)
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Alamos Gold Inc. (AGI $53.56)
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Agnico Eagle Mines Limited (AEM $249.67)
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Karora Resources Inc. (KRR $6.70)
Q: What are your current thoughts on AOT?
Q: Given that Propel has been increasing its dividend at a rapid clip the past few quarters, are they increasing their dividend in proportion to increasing profits per share OR are they simply increasing the dividend payout ratio?
Q: Any thoughts on OTCM (OTC Markets Group)? Trading around its 52-week low but it has been a solid compounder over the years. Is this a buying opportunity for long-term hold?
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Franco-Nevada Corporation (FNV $307.53)
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Alamos Gold Inc. (AGI $53.56)
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Agnico Eagle Mines Limited (AEM $249.67)
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Karora Resources Inc. (KRR $6.70)
Q: What are your current favourite growth stocks in gold industry? Looking at something of quality that may have upside potential to complement larger cap AEM holding.
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $173.48)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $289.61)
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Topicus.com Inc. (TOI $96.31)
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Lumine Group Inc. (LMN $20.64)
Q: Please comment on the recent big price swing in SHOP , HPS . I want to add either LMN or TOI , which one offer better return ? Thanks for your excellent service.
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Magna International Inc. (MG $82.68)
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Open Text Corporation (OTEX $31.51)
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Richelieu Hardware Ltd. (RCH $39.59)
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Nutrien Ltd. (NTR $102.24)
Q: Hi,
Long time subscriber and was curious as to the weightings of these four stocks in the BP. ranging from 1.15% to 1.76%. Conventional wisdom is that as weightings get closer to 1%, any movement has less effect on the overall portfolio.
What does one look for to justify holding on to these smaller holdings? I have a long time frame, and I know three of the four are recent additions, with OTEX being increased once.
Just looking for my held to be held, I suppose.
Thanks in advance.
Long time subscriber and was curious as to the weightings of these four stocks in the BP. ranging from 1.15% to 1.76%. Conventional wisdom is that as weightings get closer to 1%, any movement has less effect on the overall portfolio.
What does one look for to justify holding on to these smaller holdings? I have a long time frame, and I know three of the four are recent additions, with OTEX being increased once.
Just looking for my held to be held, I suppose.
Thanks in advance.
Q: Good morning
Go easy CEO is stepping down at the end of the year is this any cause for concern?
thks
Marse
Go easy CEO is stepping down at the end of the year is this any cause for concern?
thks
Marse
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TerraVest Industries Inc. (TVK $134.59)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $289.61)
Q: Hi, These two stocks are off their recent lows but still trading significantly below their 52 week highs. Based on your comments, their valuations are still attractive compared to the historic average and their peers. Are there any near term catalysts, in your view, which could propel the stocks higher, back to their glory ?
Thank You
Thank You
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Canadian Natural Resources Limited (CNQ $63.88)
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Sun Life Financial Inc. (SLF $98.27)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $173.48)
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Super Micro Computer Inc. (SMCI $27.09)
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Crocs Inc. (CROX $103.88)
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Vertiv Holdings LLC Class A (VRT $328.31)
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Celsius Holdings Inc. (CELH $33.73)
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Brookfield Corporation Class A Limited Voting Shares (BN $61.48)
Q: what are your best ideas for recent, and for no reason, significant dips on stock prices for great companies? (US or CAN)
Q: Can you please shed some Light on why Hammond is such a volatile trader? Aside from the big drop after earnings there are big swings in price on no news.
Thank you
Thank you
Q: Would appreciate your assessment of their Q4 and full year results that were released on 27 June.
Thanks as always.
Thanks as always.
Q: Would you agree that CSU is currently undervalued by 27% as indicated by the latest Wall Street Journal report?
Thx
Thx
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General Mills Inc. (GIS $34.72)
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Kellanova (K)
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McCormick & Company Incorporated (MKC $50.24)
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Linamar Corporation (LNR $89.58)
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Magna International Inc. (MG $82.68)
Q: Not happy with general mills right now and Magna. What do you think should I keep them or move on. If I decide to move on is there any decent dividend paying companies in there respective categories.
Thanks
Thanks