Q: PINS was included in a question asked on Jan 1 but could you give an updated answer on PINS specifically? Thanks so much!
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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: If you had to choose between CSU and LMN, which would have more growth going forward?
Thank you for your service!
Thank you for your service!
Q: How much lumine does constellation still own
Q: Peter, if you became a fund manager again starting next week, what would be the first stock you would want to buy?
I asked this same question in 2018 so I want see if your answer has changed after 5yrs.
I asked this same question in 2018 so I want see if your answer has changed after 5yrs.
Q: You remarked about Apple that "above average market returns will be difficult to come by in the near-to-medium term." What tech-space alternatives would you suggest, if one wanted to move some money from AAPL to a company with better medium term grown prospects?
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CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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Constellation Software Inc. (CSU)
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Celestica Inc. (CLS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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WELL Health Technologies Corp. (WELL)
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Topicus.com Inc. (TOI)
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Lumine Group Inc. (LMN)
Q: I am interested in buying the following stocks. What would be your 1st to 7th order in buying? Also what would your entry price be for each one.
Q: 5I Team,
Happy New Year!
What are your thoughts on Silversun Technologies Inc (SSNT) as a "jockey play" on Brad Jacobs? Any comments on how the RTO of SSNT is structured?
Thanks
Happy New Year!
What are your thoughts on Silversun Technologies Inc (SSNT) as a "jockey play" on Brad Jacobs? Any comments on how the RTO of SSNT is structured?
Thanks
Q: Hi, I would appreciate if you can provide your thoughts/analysis of TOI with long term outlook.
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BMO Equal Weight Industrials Index ETF (ZIN)
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iShares S&P/TSX Capped Information Technology Index ETF (XIT)
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Technology Select Sector SPDR ETF (XLK)
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Blockchain Technologies ETF (HBLK)
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Communication Services Select Sector SPDR Fund (XLC)
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Horizons Blockchain Technology & Hardware Index ETF (BKCH)
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TD Global Technology Leaders Index ETF (TEC)
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SPDR Dow Jones Industrial Average ETF (DIA)
Q: Please provide your comments on the risk for the above ETFs (low to high) and rank them for potential growth. Are there Canadian equivalents to the US ETFs? Would it be a good idea to purchase the US ETFs in a TFSA? Would these ETFs currently be considered to be a buy, hold or sell?
Thank you
Thank you
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SPDR S&P Regional Banking ETF (KRE)
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Broadridge Financial Solutions Inc. (BR)
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ARK Fintech Innovation ETF (ARKF)
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Coinbase Global Inc (COIN)
Q: All the Best for 2024 Peter and Team and thanks for another year of great service! For some smaller cap financial diversification pls give your thoughts on the above selections and take as many credits as needed; While COIN is the largest component of ARKF it has a unique picks and shovel position if/as Crypto Mania picks up again; ARKF also has a healthy position in SHOP held seperately; KRE & BR will both benefit if/as rates come down and BR appears to have a moat in its services and the chart looks good.
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Amazon.com Inc. (AMZN)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Wayfair Inc. Class A (W)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: I’d like to know your opinion on Wayfair (W) please.
Q: Hi 5i,
With the recent jump up in stock price for Lumine, would you expect some price consolidation for a while due to the size of the recent acquisition? Or, after this large purchase, are they still able to carry on with business as usual?
With the recent jump up in stock price for Lumine, would you expect some price consolidation for a while due to the size of the recent acquisition? Or, after this large purchase, are they still able to carry on with business as usual?
Q: Does GTLB look more interesting now relative to the uncertainty as a new IPO in 2021?
Q: Can you compare Crowdstrike’s valuation to Topicus for me? I know they are in different sectors but I am thinking about deploying long term money into one or the other.
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Galaxy Digital Inc. Class A common stock (GLXY)
Q: Trying to decide which of the two would have better long term upside. If one could only chose one of these for a 10 year hold, what would it be and why?
Q: I have doubled on GOOG - now 12.5% of portfolio. P/E kind of high? hold or reduce?? Thanks Jim
Q: Hi there,
I'm looking to put my 2024 TFSA money into once concentrated bet. This would be a longterm hold (ie: decades possibly, if the story keeps getting better). Do you think LMN would be a good name that would qualify? If not, what would currently be a better bet?
Thanks!
I'm looking to put my 2024 TFSA money into once concentrated bet. This would be a longterm hold (ie: decades possibly, if the story keeps getting better). Do you think LMN would be a good name that would qualify? If not, what would currently be a better bet?
Thanks!
Q: Hello Peter,
Any idea why topicus is not participating as much as lumine group. The stock seems to be held in the trading range in the low 90s. I thought the fundamentals for topicus was good.. I am still down on topicus and was wondering if i should take a loss and move onto to lumine group. Thanks very much
Any idea why topicus is not participating as much as lumine group. The stock seems to be held in the trading range in the low 90s. I thought the fundamentals for topicus was good.. I am still down on topicus and was wondering if i should take a loss and move onto to lumine group. Thanks very much
Q: Peter; Do you see any indication that ,some institutions/ individuals , are selling CSU to buy LMN- and do,you think that’s a reasonable partial switch? Thanks.
And as also a very happy member for many years thanks for all you - and all your employees - who have helped my family with your insights into the market with totally unbiased research. 5i is more like “family” than a brokerage firm . A safe and happy holiday season and I look forward to 2024 with 5i providing the same excellent guidance.
Rod
And as also a very happy member for many years thanks for all you - and all your employees - who have helped my family with your insights into the market with totally unbiased research. 5i is more like “family” than a brokerage firm . A safe and happy holiday season and I look forward to 2024 with 5i providing the same excellent guidance.
Rod
Q: If you were adding to one of these KXS or DSG which would you chose and why?
Thank you for your insights and help
Peter
Thank you for your insights and help
Peter