Q: Of the 27 positions in this portfolio which 6 would you buy now and at what prices?
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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: What needs to happen to get VHI back on track..It’s been exceptionally weak!
Q: Good morning Peter and Team,
Even with its recent decline, but as long-term holders, CSU is our top allocation with 11.53%. I also note that National Bank has revised its rating to “Sector Perform” from “Sector Outperform”.
If this was YOUR account, would you trim CSU? (Portfolio Analytics suggests that our Technology allocation should be 15%, but it’s presently at 18.08%).
Thanks as always for your assistance.
Even with its recent decline, but as long-term holders, CSU is our top allocation with 11.53%. I also note that National Bank has revised its rating to “Sector Perform” from “Sector Outperform”.
If this was YOUR account, would you trim CSU? (Portfolio Analytics suggests that our Technology allocation should be 15%, but it’s presently at 18.08%).
Thanks as always for your assistance.
Q: Hello 5i Team
I have purchased SVM when you have added to the Portfolio, I was thinking to add GMIN also both in a small position what is your thoughts?
Thanks
I have purchased SVM when you have added to the Portfolio, I was thinking to add GMIN also both in a small position what is your thoughts?
Thanks
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AeroVironment Inc. (AVAV $276.99)
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Elbit Systems Ltd. (ESLT $473.00)
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Kraken Robotics Inc. (PNG $5.39)
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Kratos Defense & Security Solutions Inc. (KTOS $74.11)
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Karman Holdings Inc. (KRMN $63.90)
Q: The development of drones for war time use has exploded. It seems that domestic uses will also now come into play. Can you suggest companies to invest in at the forefront of this burgeoning technology
Thanks
Thanks
Q: Hello, in the context of Propel Holdings Inc., could you elaborate on what the LaaS and QuidMarket businesses are? Thank you
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Kraken Robotics Inc. (PNG $5.39)
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Zedcor Inc. (ZDC $6.00)
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Galaxy Digital Inc. Class A common stock (GLXY $34.97)
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Propel Holdings Inc. (PRL $21.78)
Q: As an after thought to my previous question .As to what to do about PRL.Would you consider a swap to these.And in what order as for more growth over the next 2 to 3 years .Thanks Larry
Q: Dear Peter:
I see that SVM has just been added with a 1.5% position in 5i portfolio. This didn't get any mention in various questions on Silver by members. I see that the answers to previous questions on SVM (going back to August and beyond) didn't seem that enthusiastic.
Something must have changed. Bit surprised by the rationale in your portfolio update b/c China is not exactly in a "politically" correct environment!
In any event where would you place SVM amongst Silver stocks. (PAAS/CDE/AG/HL were your safe picks previously)
Many thanks.
I see that SVM has just been added with a 1.5% position in 5i portfolio. This didn't get any mention in various questions on Silver by members. I see that the answers to previous questions on SVM (going back to August and beyond) didn't seem that enthusiastic.
Something must have changed. Bit surprised by the rationale in your portfolio update b/c China is not exactly in a "politically" correct environment!
In any event where would you place SVM amongst Silver stocks. (PAAS/CDE/AG/HL were your safe picks previously)
Many thanks.
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Kraken Robotics Inc. (PNG $5.39)
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Cognex Corporation (CGNX $37.12)
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Teradyne Inc. (TER $165.97)
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Symbotic Inc. (SYM $55.46)
Q: Besides PNG which is specific to underwater technology what other companies like Tesla are heavily involved in building robots for manufacturing. Seems to be the way of the future and China already has a leg up.
Q: Hi Peter
Can I get your thoughts on Firan qtr results. Is it a buy at current levels? I am thinking of starting a small position.
Thanks
Can I get your thoughts on Firan qtr results. Is it a buy at current levels? I am thinking of starting a small position.
Thanks
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Toronto-Dominion Bank (The) (TD $116.71)
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Bank of Nova Scotia (The) (BNS $93.96)
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Constellation Software Inc. (CSU $3,382.96)
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Thomson Reuters Corporation (TRI $186.90)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $219.14)
Q: What would be your top 5 larger cap stocks in Canada today? What would consider to be good entry points?
Thank you
Tim
Thank you
Tim
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Galaxy Digital Inc. Class A common stock (GLXY $34.97)
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Coinbase Global Inc (COIN $255.97)
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Robinhood Markets Inc. (HOOD $114.97)
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iShares Ethereum Trust ETF (ETHA $22.45)
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3iQ Solana Staking ETF (SOLQ $15.62)
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Circle Internet Group Inc. Class A (CRCL $72.74)
Q: Hello 5i,
There is a lot of noise about Stablecoins, gold, US debt reduction and opportunities in crypto coins to take advantage of servicing transactions. IF Stablecoins are rolled out by the US gov't, how will this affect GLXY?
Do you have Crypto suggestions if Stablecoins are backed by the US gov't? Most of this is above our heads but Trump knows how to go bankrupt and make a fortune.
Thank you
D&J
There is a lot of noise about Stablecoins, gold, US debt reduction and opportunities in crypto coins to take advantage of servicing transactions. IF Stablecoins are rolled out by the US gov't, how will this affect GLXY?
Do you have Crypto suggestions if Stablecoins are backed by the US gov't? Most of this is above our heads but Trump knows how to go bankrupt and make a fortune.
Thank you
D&J
Q: hi, can you describe how this company ( it looks recently listed on the TSX, or was there a name change with new listing?) has made a >500% return over 6 months? this seems unusual at best for a fashion company these days? how did it grow so quickly in sales, recently? and at what price do you see this as a reasonable buy given the stratospheric and light speed rise in share price? further, how would you rank it compared with LULU and ATZ today? cheers and thanks! Chris
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Royal Bank of Canada (RY $211.39)
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Toronto-Dominion Bank (The) (TD $116.71)
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goeasy Ltd. (GSY $126.43)
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Propel Holdings Inc. (PRL $21.78)
Q: Big banks TD and RY trim and add to GSY and PRL. Is it time to begin ---- wait ----or not at all?
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Galaxy Digital Inc. Class A common stock (GLXY $34.97)
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Coinbase Global Inc (COIN $255.97)
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Robinhood Markets Inc. (HOOD $114.97)
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Riot Platforms Inc. (RIOT $13.88)
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IREN Limited (IREN $48.49)
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Galaxy Digital Inc. (GLXY $24.78)
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Gemini Space Station Inc. (GEMI $10.77)
Q: I'm in GLXY.....List 5 or more companies in same endeavor, Does that include COIN ?
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Galaxy Digital Inc. Class A common stock (GLXY $34.97)
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Coinbase Global Inc (COIN $255.97)
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3iQ Ether Staking ETF (ETHQ $16.42)
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iShares Ethereum Trust ETF (ETHA $22.45)
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BitMine Immersion Technologies Inc. (BMNR $31.10)
Q: I am planning to invest $5k for the long term (10 years) in Ethereum/crypto-related stocks. This represents 1% of my portfolio.
Should I split my money equally between COIN, GLXY, ETHQ/ETHA and BMNR?
If not in what order should I buy these stocks? Are there any that you would not consider?
Should I split my money equally between COIN, GLXY, ETHQ/ETHA and BMNR?
If not in what order should I buy these stocks? Are there any that you would not consider?
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Constellation Software Inc. (CSU $3,382.96)
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EQB Inc. (EQB $86.24)
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Kraken Robotics Inc. (PNG $5.39)
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Galaxy Digital Inc. Class A common stock (GLXY $34.97)
Q: Hello Team,
Could I have two sectors you recommend right now, and two Canadian names in each sectors please.
Many thanks!
Could I have two sectors you recommend right now, and two Canadian names in each sectors please.
Many thanks!
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Galaxy Digital Inc. Class A common stock (GLXY $34.97)
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AST SpaceMobile Inc. (ASTS $55.00)
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monday.com Ltd. (MNDY $145.24)
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CoreWeave Inc. (CRWV $73.60)
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Circle Internet Group Inc. Class A (CRCL $72.74)
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BitMine Immersion Technologies Inc. (BMNR $31.10)
Q: Recently, the tech market has been booming. During this period, I bought several volatile, high-flying stocks to capture the thrill of the momentum. Each position is relatively small—only about 0.5% to 1% of my portfolio. Despite that, they’re performing exceptionally well. I purchased them less than a few weeks ago, and I’m already seeing a total gain of around 20%.
My question is: are these stocks worth holding for the long term? I’d love to hear your thoughts. Also, could you rank the potential and strength of these six companies: CoreWeave, Galaxy, Circle, Bitmine, Monday.com, and AST SpaceMobile? Thank you.
My question is: are these stocks worth holding for the long term? I’d love to hear your thoughts. Also, could you rank the potential and strength of these six companies: CoreWeave, Galaxy, Circle, Bitmine, Monday.com, and AST SpaceMobile? Thank you.
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Galaxy Digital Inc. Class A common stock (GLXY $34.97)
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SharpLink Gaming Inc. (SBET $10.08)
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BitMine Immersion Technologies Inc. (BMNR $31.10)
Q: Can I get your updated view and opinion on SBET. I have a small position and down 15% and would like to add more. Already own a good sized position in GLXY which has done very well. I understand the volatility and risks in crypto. Can you comment on this recent news of SBET increasing their share offering and also the plan of tokenizing their stock. Do you see this as positive news and do you see more upside in ETH going forward? Also I think before you mentioned you favor SBET over BMNR, is that still the case today? Thank you!
Q: Hi 5i - for a long term investor, what are the most attractive 3 stocks in the Balanced and Income portfolios at todays prices?
Thanks, Neil
Thanks, Neil