Q: I have partial positions in both and ask whether you would consolidate - which one would you prefer - and just as importantly, would you prefer another to these [sell both for a better opportunity at today's prices] for 2+ year hold.
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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: Please comment on this company. I would like to add some US money
Thank you
Thank you
Q: Hi,
I've been in and out of GOOG many times over the years, and love their products. Recently I've been more and more interested in the robo-taxi development and really think there could be something there, but I'm admittedly not so up to speed. I know TSLA is on to something, but I just can't get behind that one...
Can you drop the Coles notes on Googles WAYMO division and your thoughts on their position in this space, and how their tech compares to others in the space as far as how far along they are in going commercial?
Thx,
Cam.
I've been in and out of GOOG many times over the years, and love their products. Recently I've been more and more interested in the robo-taxi development and really think there could be something there, but I'm admittedly not so up to speed. I know TSLA is on to something, but I just can't get behind that one...
Can you drop the Coles notes on Googles WAYMO division and your thoughts on their position in this space, and how their tech compares to others in the space as far as how far along they are in going commercial?
Thx,
Cam.
Q: I am Wondering what 5i has to say about Netflix at this time.
Q: Companies inside IGV not doing well Should I sell and put money in DELL
What others in this space look good RAK
What others in this space look good RAK
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Amazon.com Inc. (AMZN)
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Alphabet Inc. (GOOG)
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NVIDIA Corporation (NVDA)
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Salesforce Inc. (CRM)
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Celestica Inc. (CLS)
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CrowdStrike Holdings Inc. (CRWD)
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Snowflake Inc. Class A (SNOW)
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Nebius Group N.V. (NBIS)
Q: What would be your pick right now for a tech stock for the long-term in a RRSP (3+ years)? Can you provide a few names in order of preference?
Q: I'm down a bit on HPS.A and would like your opinion on topping it up or selling and buying URI in its place?
Thank you
Thank you
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Intuitive Surgical Inc. (ISRG)
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JPMorgan Chase & Co. (JPM)
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Axon Enterprise Inc. (AXON)
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RTX Corporation (RTX)
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Cellebrite DI Ltd. (CLBT)
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Nebius Group N.V. (NBIS)
Q: Hi Folks,
Can you suggest 3 conservative growth stocks and 3 aggressive growth stocks for each the U.S. side and the Canadian side that you would be buyers of today for a 5 year hold?
Many thanks for your sage advice through the ups and downs of this turbulent market!
Can you suggest 3 conservative growth stocks and 3 aggressive growth stocks for each the U.S. side and the Canadian side that you would be buyers of today for a 5 year hold?
Many thanks for your sage advice through the ups and downs of this turbulent market!
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Argan Inc. (AGX)
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Radcom Ltd. (RDCM)
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Ceragon Networks Ltd. (CRNT)
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DXP Enterprises Inc. (DXPE)
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Graham Corporation (GHM)
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Travelzoo (TZOO)
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OppFi Inc. Class A (OPFI)
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Gambling.com Group Limited (GAMB)
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Third Coast Bancshares Inc. (TCBX)
Q: Hi 5i Team,
Out of this basket of US small caps would you be able to rank these from best to worst for an investment? No need to provide details about what each company does but purely a ranking and whether there are any that you would stay away from.
Thanks as always,
Jon
Out of this basket of US small caps would you be able to rank these from best to worst for an investment? No need to provide details about what each company does but purely a ranking and whether there are any that you would stay away from.
Thanks as always,
Jon
Q: Hi 5i, wondering what you think of Edison International today and what are the other professionals thinking. Are they going to cut the dividend if so by how much(guestimate)? Maybe they will eliminate the dividend what is the estimated odds of that? The horrific fires haven't been that long ago but enough time i think that it may be time to enter into a position.
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Apple Inc. (AAPL)
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Amazon.com Inc. (AMZN)
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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Netflix Inc. (NFLX)
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NVIDIA Corporation (NVDA)
Q: Hi can you please rank in order from best to least for the following FAANG + NVDA stocks for the next +5 years? An explanation why is much appreciated along with a management rating for each. Thank you
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Kraken Robotics Inc. (PNG)
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Zedcor Inc. (ZDC)
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kneat.com inc. (KSI)
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Vitalhub Corp. (VHI)
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IES Holdings Inc. (IESC)
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Shift4 Payments Inc. Class A (FOUR)
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Palantir Technologies Inc. (PLTR)
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D2L Inc. Subordinate Voting Shares (DTOL)
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Nebius Group N.V. (NBIS)
Q: Dear 5i
Could you please rank the above listed stocks from best ie most likely to be worth a lot more after 3-4 years to the least best ie more likely to not do as well over the same 3-4 year time period . I'm also assuming that when i say best i mean companys that not only have great growth profiles but also have descent management and solid products and /or services that will likely remain in high demand for years to come .
Thanks once again
Bill C
Could you please rank the above listed stocks from best ie most likely to be worth a lot more after 3-4 years to the least best ie more likely to not do as well over the same 3-4 year time period . I'm also assuming that when i say best i mean companys that not only have great growth profiles but also have descent management and solid products and /or services that will likely remain in high demand for years to come .
Thanks once again
Bill C
Q: Celestica- I added a half position last week at $90.10. It’s run back up to $139.50 making it a 3/4 position.. great timing so thank you for the additional insights. My question.. let the winner run seems obvious but do you top it up here or wait for a consolidation. If wait, do you think adding to CRM today makes sense - 1/4 position currently.
Thanks
Thanks
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Athabasca Oil Corporation (ATH)
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Baytex Energy Corp. (BTE)
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Secure Waste Infrastructure Corp. (SES)
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Trican Well Service Ltd. (TCW)
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MGM Resorts International (MGM)
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Spectrum Brands Holdings Inc. (SPB)
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ZoomInfo Technologies Inc. (ZI)
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Seaboard Corporation (SEB)
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Stagwell Inc. (STGW)
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Coveo Solutions Inc. Subordinate voting shares (CVO)
Q: I know this may be hard to answer exactly.
To the best of your knowledge . Who are the top 5 CDN. companies doing substantial or aggressive buy backs ? Also the same question for the US side.
Thanks for your valuable service.
Cal
To the best of your knowledge . Who are the top 5 CDN. companies doing substantial or aggressive buy backs ? Also the same question for the US side.
Thanks for your valuable service.
Cal
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ATS Corporation (ATS)
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Tesla Inc. (TSLA)
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Cognex Corporation (CGNX)
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Symbotic Inc. (SYM)
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Nebius Group N.V. (NBIS)
Q: Could you recommend five companies that could benefit from the advancement of robotics?
Q: Your thoughts on Merck this morning please,do you see any upside?I hold it in my rif and am still showing a small profit.Buy,hold or sell?
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CME Group Inc. (CME)
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Alphabet Inc. (GOOGL)
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Johnson & Johnson (JNJ)
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Altria Group Inc. (MO)
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Procter & Gamble Company (The) (PG)
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Williams Companies Inc. (The) (WMB)
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A.O. Smith Corporation (AOS)
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Littelfuse Inc. (LFUS)
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VICI Properties Inc. (VICI)
Q: Hello,
I am looking to add to my US non-registered account. Retiring soon and looking for safety & sustainable growing dividends. Which of these do you prefer and why? Is there something else you would suggest? I am building up my portfolio and have small holidings in GOOGL/JNJ/VICI.
Thanks, Leah
I am looking to add to my US non-registered account. Retiring soon and looking for safety & sustainable growing dividends. Which of these do you prefer and why? Is there something else you would suggest? I am building up my portfolio and have small holidings in GOOGL/JNJ/VICI.
Thanks, Leah
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BMO S&P 500 Index ETF (ZSP)
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iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ)
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BMO Nasdaq 100 Equity Index ETF (ZNQ)
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iShares NASDAQ 100 Index ETF (XQQU)
Q: Hello, for a 25 year old with $ 500.00 to invest in the TFSA, which of the above would you suggest?
Also, how about for a 27 year old with $ 100K, which one(s) would you suggest? Finally, does BMO have a S&P500 unhedged?
As a quick calculation the Unedged has retuned ~ 6% more with BMO (ZQQ /ZNQ) and ~ 12% with the ishare ( XQQ/XQQU). Right?
Thanks
Carlo
Also, how about for a 27 year old with $ 100K, which one(s) would you suggest? Finally, does BMO have a S&P500 unhedged?
As a quick calculation the Unedged has retuned ~ 6% more with BMO (ZQQ /ZNQ) and ~ 12% with the ishare ( XQQ/XQQU). Right?
Thanks
Carlo
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PayPal Holdings Inc. (PYPL)
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Mastercard Incorporated (MA)
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Visa Inc. (V)
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goeasy Ltd. (GSY)
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Propel Holdings Inc. (PRL)
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Fiserv Inc. (FI)
Q: Hello,
Can you please give me your input on Paypall earnings. Is it a sell ?
Thanks !
Can you please give me your input on Paypall earnings. Is it a sell ?
Thanks !
Q: Can you comment on UBER earnings, their forward guidance and US currency headwinds, and the perceived battle with TSLA's robotaxis.
Uber stock price has been flat for a year now - is it undervalued? The market seems to pricing in nothing less than solid earnings and guidance beats, is this a sign that the market considers large cap US stocks to be grossly overvalued in general, and anything less than perfection will result in a sell off?
Uber stock price has been flat for a year now - is it undervalued? The market seems to pricing in nothing less than solid earnings and guidance beats, is this a sign that the market considers large cap US stocks to be grossly overvalued in general, and anything less than perfection will result in a sell off?