Q: Hi, doing some housekeeping and switching the above two stocks in my non registered account to bipc and bepc ?
Could you suggest 1-2 other stocks you like , maybe with more growth and smaller dividend. I will probably keep bipc, but overweight bepc. Sector not a issue.
Thanks
Q: On March 19, Ron asked about some sectors that 5i thought would do well over the next few years. One of those sectors that caught me by surprise was Communications. Are these telcos? Or is this more of stocks like GOOG?
Q: What would be your opinion of the 50 for 1 split to be voted on in June? I know these splits don't change the company but can help generate buzz with more retail investors seemingly able to buy more shares to form a meaningful position. My question would be do you think CMG have the same ability like a TESLA or Netflix which are two I can think of off the top of my head that split and then ran back up towards their previous pre split price.? thanks
Q: WSP is frequently favourably mentioned in the Q & A and its share price has been on a nice run (about 30% in the last 12 months). But at present its P/E is about 50 and its Price / Cash Flow is above 28. Are these matrices somewhat concerning? Apart from J:US (which I also own), do any of its peers look more appealing? Thanks much for your excellent service.
Q: Thanks for your links to retirement planning sites. Just a word of caution, the Canada Life page at https://www.canadalife.com/investing-saving/retirement/preparing-for-retirement/how-to-decumulate-your-assets-in-retirement.html mentions that capital gains in a TFSA are taxable (tax deferred) and capital losses can be claimed which is, of course, incorrect. Quite surprising to see this from a major insurer.
Q: Hi there, todays news that CTS was awarded 2024 Nvidia Networking Partner of the Year as well as the Canadian Partner of the Year confirms they are deeply involved with Nvidia.
Does this really mean much? I'm sure it definitely brings more awareness of CTS.
But do these types of recognition awards increase business/sales, etc? Especially considering Nvidia is talked about everywhere and all the time now.
Q: Hi 5i
Given recent news and increase in share price would 5i continue to be holders or would they be sellers.... and why?
The sp decline last week was very discouraging but the sp pop monday was very encouraging..... However trying to capture a diminishing upside is a risk since as you say there are no guarantees... I believe your estimated upside was around $40 canadian... As investors how would 5i analyse this decision to reduce emotional element...
Q: Hi 5i
Croxs has been experiencing strong positive momentum especially since earnings. Can you explain the driving forces and who are the players driving this. ie: retail or institutional buyers?..Is this momentum being supported by insider buying/ownership?
I know 5i does not like to focus too much on share price estimates and I understand the market can "get ahead of itself" , but at what point would you consider this company "fairly priced"...
Q: On March 4th, 5i's answered a question and GWW ranked well in the answer. Could you tell me about what it does, its valuation etc.? It seems very intriguing. My thanks.
Q: Hi Everyone at 5i!!
What are your thoughts on Galaxy Digital? Their earnings report is coming out on Mar26th. Would you happen to know what the earnings potentials may be going forward?
Q: I like ATS but am down a bit over the past couple of years. PA suggests I boost my US positions. Im not optimistic about Canada's medium term growth prospects when compared to the US so this might be a good time to make some portfolio adjustments. I'm considering selling ATS and buying a US industrial, perhaps URI. Your thoughts, please. In the same vein, I am looking at Canada's telecom sector and I'm down in both BCE and T. Of course, both pay hopefully sustainable dividends. The US telco sector doesn't look much better. I'm considering bailing on the telcos and adding QCOM as a quasi-surrogate. I know it's rated as tech but telco's are all giving me headaches. Your thoughts please. Al
Q: LMAT does seem to show up on your site. It "manufactures and distributes medical devices for the treatment of peripheral vascular disease". Thoughts on this company growth, competition, etc.? Thanks