Q: This company has had a rough go since the last Q's results. To me it looks like a very stable business that is now trading at trough multiples. It looks like the buyback has been re-initiated at these levels. Feels like this might be an opportunity - do you agree?
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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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Celestica Inc. (CLS $353.59)
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TerraVest Industries Inc. (TVK $136.25)
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EQB Inc. (EQB $92.15)
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Zedcor Inc. (ZDC $5.98)
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Propel Holdings Inc. (PRL $26.05)
Q: " I am increasingly interested in shifting from US to Canadian growth stocks and have been looking a little closer at the 5i growth portfolio as a result. I recently acquired a position in PNG.V and am actively looking for another great Canadian growth story. Could you comment on the company (or companies) you would recommend from your growth portfolio that would be the best bets to put new money to work in the current environment?"
Q: Hammond getting whacked again after earnings. Is it because of the lower backlog, share based comp, lower gross margins? All of the above? What are your thoughts going forward? Its had a nice run since the April lows. Would you add here or wait? Have a 2.15% position in the name after the drop today. Thanks!
Q: Hi 5i, this stock always trades the same, slow escalator up, earning release: "Net earnings of $13.4 million in the quarter, significantly impacted by share-based compensation.", and then it takes the elevator down.
Please provide review of results and whether it is still holdable or are there better options.
Thx
Please provide review of results and whether it is still holdable or are there better options.
Thx
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Strategy Inc (MSTR $311.98)
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Galaxy Digital Inc. Class A common stock (GLXY $58.18)
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Coinbase Global Inc (COIN $366.79)
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MARA Holdings Inc. (MARA $19.86)
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Robinhood Markets Inc. (HOOD $144.46)
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Circle Internet Group Inc. Class A (CRCL $138.90)
Q: If you had no money in crypto, what are 6 stocks in Canada and US you would consider for strong growth.
Q: Can I ask you to comment on these three favourites with your best guess on the potential impact of AI on their future growth and earnings? I'm guessing based on previous comments that if ZDC is already using AI it will probably be net positive. For PNG possibly the same? But in the recent 5i report on KSI one of the potential risks listed was if a major customer developed their own in-house solutions….one could see how AI might facilitate that and end up being a net negative for KSI? Just curious if you have any thoughts or have picked up anything from any public comments from any of these companies? Thank you.
Q: CGI has recently approached 52 week lows and was mentioned as the only oversold TSX stock. This as many stock indices and tech in particular are making new highs. Are there any reasons I'm not aware of for this? Your thoughts on future prospects are also appreciated.
Q: Any thought on the negative momentum of Late? Any concerns? Thanks Larry
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Constellation Software Inc. (CSU $3,966.03)
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Descartes Systems Group Inc. (The) (DSG $134.38)
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SPDR S&P 500 ETF Trust (SPY $660.54)
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Propel Holdings Inc. (PRL $26.05)
Q: What do you believe as the best buying opportunity in the market these days?
1 small cap stock
1 mid cap stock
1 large cap stock
1 ETF
Thank you
1 small cap stock
1 mid cap stock
1 large cap stock
1 ETF
Thank you
Q: Could I have your current opinion on these vompanies
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Galaxy Digital Inc. Class A common stock (GLXY $58.18)
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Coinbase Global Inc (COIN $366.79)
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Robinhood Markets Inc. (HOOD $144.46)
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ISHARES BITCOIN TR (IBIT $67.62)
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Fidelity Wise Origin Bitcoin Fund Beneficial Interest (FBTC $103.86)
Q: Crypto. As a retiree, I have stayed away from the whole bitcoin field, and from afar, have watched my nephews exulting in their current success. Even at my age, I am not immune to FOMO. I am not fearful of risk but have stuck to areas that have some form of business that I can wrap my mind around. Like NBIS, and Kraken, thank you very much. If I was to stick my toe in the crypto area, what approach would you suggest? I'm guessing an ETF but which one? Thanks for your ongoing advice, to me and to all your other subscribers. Using 5i guidance over the years, I have a decently performing, balanced portfolio, weighted with RBC, SLF, ENB, the Brookfield gang and the like. A dash of crypto? all the best
Q: Good Morning
Your company seems very high on these 2 companies. I have done some research on both but can only invest in one.
Of the two Zedcor and Kracken robotics which would you choose to put in your TFSA and why.
Thks
Marcel
Your company seems very high on these 2 companies. I have done some research on both but can only invest in one.
Of the two Zedcor and Kracken robotics which would you choose to put in your TFSA and why.
Thks
Marcel
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Galaxy Digital Inc. Class A common stock (GLXY $58.18)
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Coinbase Global Inc (COIN $366.79)
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Robinhood Markets Inc. (HOOD $144.46)
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Fidelity Advantage Bitcoin ETF (FBTC $55.00)
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ISHARES BITCOIN TR (IBIT $67.62)
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Fidelity Wise Origin Bitcoin Fund Beneficial Interest (FBTC $103.86)
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ISHARES ETHEREUM T (ETHA $31.15)
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3iQ Solana Staking ETF (SOLQ $23.62)
Q: I would like to start a position in the crypto/blockchain space of approximately 5% in my portfolio. How do you best envision me achieving this goal?
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Toronto-Dominion Bank (The) (TD $110.08)
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Bank of Nova Scotia (The) (BNS $89.13)
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Bank of Montreal (BMO $176.78)
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Canadian Imperial Bank Of Commerce (CM $112.41)
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National Bank of Canada (NA $150.49)
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Royal Bank Of Canada (RY $145.24)
Q: Wondering you thoughts on the Canadian banks. I currently hold TD and CBIL.
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Galaxy Digital Inc. Class A common stock (GLXY $58.18)
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Core Scientific Inc. (CORZ $18.75)
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CoreWeave Inc. (CRWV $143.85)
Q: Does yesterdays deal between Coreweave and Core Scientific have any impact on the deal Coreweave has with GLXY do you guess? While your in guessing mode, any thoughts what GLXY is going to do with that warchest they just raised?
Q: WELL revised outlook upwards and market is reacting 'well' to the news. How significant is the revision? Where might the stock be 12 months from now?
Q: Hi 5i, please provide your thoughts on Well's press release today. How does it affect forward valuation for the year, I'm guessing it just got cheaper. Thx.
Q: Hello Peter
the TSX has gained around 20% since around Jan this year
I am a retired investor , so worrying about a pull back
I follow your stocks in the income and balance portfolio
in regarding to the stocks in the balance portfolio, can you name 3 to 4 stocks that
are of high valuation that I should be cautious about in case of a market pull back?
thanks
Michael
the TSX has gained around 20% since around Jan this year
I am a retired investor , so worrying about a pull back
I follow your stocks in the income and balance portfolio
in regarding to the stocks in the balance portfolio, can you name 3 to 4 stocks that
are of high valuation that I should be cautious about in case of a market pull back?
thanks
Michael
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Galaxy Digital Inc. Class A common stock (GLXY $58.18)
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Circle Internet Group Inc. Class A (CRCL $138.90)
Q: Tom Lee is quite bullish on bitcoins and mentioned "CRCL" a stable coin name. What is your take on this one, how does it compare with "GLXY" in terms of risk-rewards for next couple of years? Thanks
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Constellation Software Inc. (CSU $3,966.03)
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Intact Financial Corporation (IFC $267.15)
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BMO S&P 500 Index ETF (ZSP $101.64)
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iShares Core S&P/TSX Capped Composite Index ETF (XIC $47.87)
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SPDR S&P 500 ETF Trust (SPY $660.54)
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INVESCO QQQ Trust (QQQ $597.42)
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BMO Nasdaq 100 Equity Index ETF (ZNQ $111.56)
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Brookfield Corporation Class A Limited Voting Shares (BN $61.23)
Q: If you were only to buy 3 ETF's and a couple of high convictions stocks. Which 3 ETF's would you pick. No fixed income please.