Q: I bought GSY in $32 area in 2020 in my TFSA, have sold some since late last summer, still at about 8% of portfolio, was thinking of selling half what I have and replacing with NVEI. Partly due your one of your recent responses to a question, that NVEI likely to have greater growth potential over next 1-2 years, I bought and own GSY for it's growth potential but if NVEI could produce better results, trade makes sense. I have lots of financials, low in tech in portfolio, so also increases diversification, would you agree with this idea in general?
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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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Brookfield Infrastructure Partners L.P. (BIP.UN)
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Triton International Limited (TRTN)
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Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC)
Q: BIPC took a huge drop on Wenesday while BIP.UN dropped very little. Do you have an explanation? Thank You.
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Salesforce Inc. (CRM)
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Medtronic plc. (MDT)
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CAE Inc. (CAE)
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Block Inc. Class A (SQ)
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Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
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Veeva Systems Inc. Class A (VEEV)
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Roku Inc. (ROKU)
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Guardant Health Inc. (GH)
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Ultra Clean Holdings Inc. (UCTT)
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Pinterest Inc. Class A (PINS)
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CrowdStrike Holdings Inc. (CRWD)
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Digital Turbine Inc. (APPS)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: It looks like I will need to sell a position or two to pay the tax man. Please rank the companies listed. Thank your
Q: Peter; Income aside what would you think of selling Slate and buying Td and BNS with proceeds - for a growth scenario? Thanks.
Rod
Rod
Q: AQN seems to be staging a comeback, it looks inexpensive and pays a fair dividend but it seems you are negative on it, why?
Q: BIP.UN TAKEOVER OF TRITON INTERNATIONAL , JIM CRAMER SAYS HE LIKE THE DEAL. WHAT SAY YOU AND DO YOU AGREE IT IS A GOOD DEAL FOR BIP.UN.?
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Amgen Inc. (AMGN)
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Pfizer Inc. (PFE)
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Guardant Health Inc. (GH)
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InMode Ltd. (INMD)
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Elevance Health Inc. (ELV)
Q: This company's stock price has taken a bigger hit than other high growth healthcare names. What's the reason for this and is it still a company with good long term potential? Are there other small cap US healthcare companies that may be undervalued that you prefer to this one?
Q: I've never been able to justify buying MSFT purely on valuation. How does the current valuation compare to historical valuation and when looking at a stock like MSFT, what valuation metrics are most important to look at to determine is this a good time to buy or not?
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Ford Motor Company (F)
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General Motors Company (GM)
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Toromont Industries Ltd. (TIH)
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Magna International Inc. (MG)
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Fisker Inc. Class A (FSR)
Q: Back in February 5i had responded to an MG vs TIH comparison request. I guess I was a bit surprised that you had favoured MG. I'm trying to understand MG's risks in the new EV world. How dependent is MG on the legacy companies for business? If they are quite dependent, are there not a lot of legacy costs (and therefore disruption risks) with these type of companies compared to the Teslas of the auto world who have built from the ground up on EV production? Maybe it's a case of MG having other avenues of growth in EV design and production that I'm not aware of.
Regarding TIH, what is its historic yield range ? Is the upper part of the range about 2.3% ?
Regarding TIH, what is its historic yield range ? Is the upper part of the range about 2.3% ?
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Apple Inc. (AAPL)
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Alphabet Inc. (GOOG)
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Intel Corporation (INTC)
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Microsoft Corporation (MSFT)
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Walmart Inc. (WMT)
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Enbridge Inc. (ENB)
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Constellation Software Inc. (CSU)
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Thomson Reuters Corporation (TRI)
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Alimentation Couche-Tard Inc. (ATD)
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Miscellaneous (MISC)
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Berkshire Hathaway Inc. (BRK.A)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Hi Everyone!! Peter, I always enjoy your article in the National Post. In this past one” Five things I wish I knew when I started out”…. You mentioned as one of your points , that companies that don’t need any money at all are the best investments . Could you please list a few Canadian and US companies that are in that situation?
Cheers,
Tamara
Cheers,
Tamara
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Critical Elements Lithium Corporation (CRE)
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Rock Tech Lithium Inc. (RCK)
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Neo Performance Materials Inc. (NEO)
Q: Hope you all had a great Easter Weekend.
With the need for more rare earths are there any Canadian companies that standout to capitalize on this coming demand? To my understanding China has 80%+ market share and control of these types of materials and 44% of world reserves within their boarders.
With the need for more rare earths are there any Canadian companies that standout to capitalize on this coming demand? To my understanding China has 80%+ market share and control of these types of materials and 44% of world reserves within their boarders.
Q: Trying to decide to hold or sell, what is your opinion?
Q: Dear 5i team.
Can you give me your updated views on which you prefer of the above two ETFs (or any you'd add) for this type of investment?
Many thanks for your help
Can you give me your updated views on which you prefer of the above two ETFs (or any you'd add) for this type of investment?
Many thanks for your help
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Toronto-Dominion Bank (The) (TD)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Trisura Group Ltd. (TSU)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: What are your 5 favourite Canadian Stocks that have been beaten up over the last year that could see a significant bounce back in the next 2 to 3 years. Can you also indicate good entry points.
Thank you
Tim
Thank you
Tim
Q: I have long been interested in AUDC for its decent (for a growth stock) dividend and excellent diversification properties. Does its recent drop make it a buy opportunity or is it just "to be avoided"?
Thanx!
Thanx!
Q: Please provide your comments/outlook for BRAGG. I am currently down on this stock and wondering if you consider it buy, hold, or sell.
Q: What is your opinion of AJG compared to AON. Both have performed well but AJG has a much higher PE. Would recommend either or is there another company in the sector that you would prefer. Thanks so much for your expertise.
Q: Hi, what would be your top 5 Canadian stocks today in each sector?
materials
energy
communications
thanks
materials
energy
communications
thanks
Q: Big bank earnings approaching. What do we anticipate and how will the sector respond. Some regional banks look attractive. Do you agree? If so, which names look nicely on sale.
Q: Any thoughts on SVI would be appreciated.