Q: Hi 5i Team - This question has likely been asked before. Is it possible or probable that CSU would do a stock split. It is now over $4000 per share which makes it difficult for some smaller portfolios to take a partial position or increase/decrease partial positions. Thanks.
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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: Thinking of adding to my position in Astera Labs. Currently a 1/3 position. Is this a stock you would add to here, and is it one you would be comfortable with a full position?
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iShares Core S&P U.S. Total Market Index ETF (XUU)
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iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU)
Q: Hello Peter,
There is a possibility of rate cuts in US. Would the small cap space be good place to be? I was thinking of XSU, Russel 2000 index as opposed to XUU , the whole US market. Which one would be best in a lower rate scenario? Much appreciate it
There is a possibility of rate cuts in US. Would the small cap space be good place to be? I was thinking of XSU, Russel 2000 index as opposed to XUU , the whole US market. Which one would be best in a lower rate scenario? Much appreciate it
Q: Hi, Any insights as to why the share price of SHOP is trading at a much higher forward P/E and forward P/FCF than all of the magnificent 7 with the exception of TSLA? As of end of trading Jul 15 this is the data I have:
Compare Forward P/E with Mag 7:
TSLA 88.54
SHOP 62.2
NVDA 43.95
AMZN 40.32
MSFT 35.9
AAPL 33.86
META 24.2
GOOG 24.1
Compare Forward P/FCF with Mag 7:
TSLA 133.02
SHOP 65.22
MSFT 48.2
NVDA 50.24
AMZN 35.03
AAPL 30.43
META 27.6
GOOG 28.5
Compare Forward P/E with Mag 7:
TSLA 88.54
SHOP 62.2
NVDA 43.95
AMZN 40.32
MSFT 35.9
AAPL 33.86
META 24.2
GOOG 24.1
Compare Forward P/FCF with Mag 7:
TSLA 133.02
SHOP 65.22
MSFT 48.2
NVDA 50.24
AMZN 35.03
AAPL 30.43
META 27.6
GOOG 28.5
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Adobe Inc. (ADBE)
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Microsoft Corporation (MSFT)
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CrowdStrike Holdings Inc. (CRWD)
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Cloudflare Inc. Class A (NET)
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Palantir Technologies Inc. (PLTR)
Q: What are your five favourite software opportunities in Ai, with a brief reason why for each? It would help if you could list or rank them in terms of upside as well (most upside first).
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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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Enghouse Systems Limited (ENGH)
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Open Text Corporation (OTEX)
Q: Could you please compare the key financial metrics of OTEX vs ENGH and tell me which one you feel is the better long term hold and why. Finally, is there a canadian tech company you prefer to either of these 2?
Many Thanks
Scott
Many Thanks
Scott
Q: Can you comment on the prospects for this name?
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Whitecap Resources Inc. (WCP)
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Tennessee Valley Authority (TVE)
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Northern Oil and Gas Inc. (NOG)
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Chord Energy Corporation (CHRD)
Q: I am underweight in resources, thinking TVE or WCP...your thoughts on which of these two and perhaps a couple of US midcaps recc...thank you for all that you do.
Q: Hi 5i Team,
In a recent question by Kyle (July 15), you recommended ZSP. Any reason for choosing ZSP over the usual VFV? MER a drop higher for ZSP although liquidity looks better.
In a recent question by Kyle (July 15), you recommended ZSP. Any reason for choosing ZSP over the usual VFV? MER a drop higher for ZSP although liquidity looks better.
Q: Hello 5i I own AEM and PAAS and I would like to get your opinion as to the seasonality for gold and you opinion of both companies. As I am thinking of selling them while the price of gold is rising but I think most gold companies stock prices have not appreciated in value as I thought
Q: Could you please provide your opinion on this company. They appear to have a unique model in ther metals space and have executed quite well with expansion plans on the horizon. Can you kindly outline some of the major risks aside from the location and overall size. thanks in advance.
Q: I will appreciate if you could give your analysis on the future growth of the business. Is the future of payroll business is stalled with new technology? Does the payroll business dyeing?
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Loblaw Companies Limited (L)
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Metro Inc. (MRU)
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Alimentation Couche-Tard Inc. (ATD)
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iShares S&P/TSX Capped Consumer Staples Index ETF (XST)
Q: 5i’s opinion of XST for a 5-yr hold in RESP?
I see its 5yr & 10yr returns are 10% & 12%, its 3 largest holdings (ATD, Loblaws, MRU) total about 60% of the fund, and it has 11 holdings.
I would basically purchase for diversification as opposed to buying the main holdings individually and paying commissions. Thank you.
I see its 5yr & 10yr returns are 10% & 12%, its 3 largest holdings (ATD, Loblaws, MRU) total about 60% of the fund, and it has 11 holdings.
I would basically purchase for diversification as opposed to buying the main holdings individually and paying commissions. Thank you.
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: I hold BAM as an income stock and also CAR.UN, both in a TFSA. Going forward, I am considering combining them into either BAM or CAR.UN. (And I also hold DIR.UN, a larger position than CAR.UN). I know 5iR likes diversification, however the family has a home and a cottage. If I combine them, what would you suggest as the one to hold, BAM or CAR.UN??? .....Thanks....Tom
Q: If we see interest rate cuts 2 or 3 times this year in the US, this should get the house building companies a real lift. What is your outlook for these stocks and are they a real buy now?
Thanks Again
Thanks Again
Q: Why the sudden drop in the share price yesterday? Is it related to the flight from small growth stocks?
Q: What do you think of this company ? They were buying back shares aggressively but seems to have paused in this quarter. It is cheap and I saw that Guy Speir just bought 8000 shares in his aquamarine fund. Thanks !
Q: Good Morning
My question pertains to GOLD and the run that it is now enjoying
What are the factors that continue to push the price up?
How long do you feel this upward movement will continue?
What would be the primary factor to see a reversal in price?
At what price do you see gold topping?
Thks for all you do
Marse
My question pertains to GOLD and the run that it is now enjoying
What are the factors that continue to push the price up?
How long do you feel this upward movement will continue?
What would be the primary factor to see a reversal in price?
At what price do you see gold topping?
Thks for all you do
Marse
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Apple Inc. (AAPL)
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Alphabet Inc. (GOOG)
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Eli Lilly and Company (LLY)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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iShares Jantzi Social Index ETF (XEN)
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iShares MSCI USA ESG Optimized ETF (ESGU)
Q: Hi,
After reading disturbing reports about Shopify's business practices, such as not enforcing its own acceptable use policy against its merchants selling nazi-related products, and its COO's board-level involvement with a far right wing media group, do you have any suggestions for ethical growth companies in Canada or the US to replace this name in my portfolio?
Thank you. Michael
After reading disturbing reports about Shopify's business practices, such as not enforcing its own acceptable use policy against its merchants selling nazi-related products, and its COO's board-level involvement with a far right wing media group, do you have any suggestions for ethical growth companies in Canada or the US to replace this name in my portfolio?
Thank you. Michael
Q: HI 5I,
Is it too late to buy the first two?
And what is your opinion of all three?
Connie
Is it too late to buy the first two?
And what is your opinion of all three?
Connie