Q: I'm sure others have already asked but clearly the market is unimpressed with today's preliminary Q3 results. Would appreciate your views. Is the decline too excessive?
Thanks as always.
Thanks as always.
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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: What are your thoughts on Converge's latest quarter? I've held this stock for a long time looking for a win but somehow it always seems to disappoint me. Is it time to move on?
Does it have a significant enough market share that its comments that their data center work has been delayed and cyber security work has doubled that these comments could be a leading indicator to sell data center related stocks and buy cyber security stocks. If so, what stocks would you sell and/or buy? I've not bought into cyber security stocks yet but this information might be the trigger for me. Thanks!
Does it have a significant enough market share that its comments that their data center work has been delayed and cyber security work has doubled that these comments could be a leading indicator to sell data center related stocks and buy cyber security stocks. If so, what stocks would you sell and/or buy? I've not bought into cyber security stocks yet but this information might be the trigger for me. Thanks!
Q: Is journaling shares from a TSX listed company to its US counterpart, a way to potentially benefit from a weakening canadian dollar and a strengthening Us dollar?
For Example, I journal my brookfield shares to the US market today, the current exchange is 1.38.
5 years from now I sell my shares in US dollars and convert back to canadian dollar at 1.45.
Does this make sense?
For Example, I journal my brookfield shares to the US market today, the current exchange is 1.38.
5 years from now I sell my shares in US dollars and convert back to canadian dollar at 1.45.
Does this make sense?
Q: For some time I have been considering increasing my position in ATD but the company’s continued push to acquire Japanese 7-Eleven parent Seven & i Holdings Co gives me pause. Sounds like a whole lotta debt and considerable risk. Is the management team carefully assessing this or could this mainly be driven by Alain Bouchard‘s ego?
Q: Hello, ICSH which is a short term bond fund from Ishares does not seem to be in your database. https://www.ishares.com/us/products/258806/ishares-liquidity-income-etf
Would you consider it a safe-ish storage for US funds while trying to decide where to invest ?
Would you consider it a safe-ish storage for US funds while trying to decide where to invest ?
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Alphabet Inc. (GOOG)
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Intuitive Surgical Inc. (ISRG)
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NVIDIA Corporation (NVDA)
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Prudential Financial Inc. (PRU)
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Berkshire Hathaway Inc. (BRK.B)
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RTX Corporation (RTX)
Q: I just sold half my position in Nvidia in my TSFA.
Can you please suggest some replacements in US$? Something more conservative .
Can you please suggest some replacements in US$? Something more conservative .
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Suncor Energy Inc. (SU)
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BCE Inc. (BCE)
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TC Energy Corporation (TRP)
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Sun Life Financial Inc. (SLF)
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Dollarama Inc. (DOL)
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Kinaxis Inc. (KXS)
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Premium Brands Holdings Corporation (PBH)
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Savaria Corporation (SIS)
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Brookfield Infrastructure Partners L.P. (BIP.UN)
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Lumine Group Inc. (LMN)
Q: Hi. I need to generate some cash out of a portfolio holding these positions. Can you please rank the noted companies in terms of which you would sell now based on current valuations and outlook over the next 2-3 years?
Q: This has been my only gold stock but except for a nice dividend, it has gone nowhere with the price of gold skyrocketing.
I’d like to replace it with something with more torque. Any suggestions! AEM and WPM have skyrocketed. Would they still be buys? Perhaps B2gold will move next year when their mines come on stream?
I’d like to replace it with something with more torque. Any suggestions! AEM and WPM have skyrocketed. Would they still be buys? Perhaps B2gold will move next year when their mines come on stream?
Q: I currently have a full position in LULU and am currently around break even. I am a bit nervous about LULU and your most recent comments have been a bit ambivalent. I'm thinking of switching to either CROX ( low PE which is uncommon these days, it seems) and ULTA ( the Buffett blessing). I like LULU and my wife (yoga instructor) has many LULU pieces as do all of her friends. So brand loyalty is strong, at least from one data point but what about the next five years? Stay or go? Thanks
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Dominion Energy Inc. (D)
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NEMI Northern Energy & Mining Inc. (NNE)
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Vistra Corp. (VST)
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Vertiv Holdings LLC Class A (VRT)
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NuScale Power Corporation Class A (SMR)
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Oklo Inc. Class A (OKLO)
Q: Given the focus on Data Centre Power, what do you think of these? I already own VST & VRT
Many Thanks!
Many Thanks!
Q: Your views on latest results thanks
Q: Any feedback on the recent surge here?
Q: Hello 5i Team,
What are your thoughts on D wave quantum?
What are your thoughts on D wave quantum?
Q: I would appreciate your thoughts on switching my TVE shares to SOBO. SOBO is showing good momentum following the spin off from TRP whereas TVE has range bound for quite some time. I hold an adequate amount of TRP and my only other O&G holding is ENB.
Q: I was looking for companies that manufacture municipal water pipes. This is the only publicly traded, pure-play company I could find (there are others in the water infrastructure space that make valves, smaller drainage pipes, hydrants, software, etc.). Are you aware of any other companies that focus on the large water-carrying pipes? And what are your thoughts of this company as a long term investment? Its historical chart is a bit rocky but it's up 60% over the last year? Does it still have some room to grow?
Q: From dr Dahle, the founder of The White Coat Investor:
“Invest like an optimist, but work and save like a pessimist.”
“Invest like an optimist, but work and save like a pessimist.”
Q: What your assessment? The stock seems to be out performing peers.
Q: Thoughts please on their quarter
Thx
Thx
Q: Fortis doesn’t seem to be getting much love from analysts, I think more holds and sells than buys? The target price (understanding your feelings about analyst’s targets) is also less than the current price I believe. I thought the prospect of lower rates would be a tailwind. What is the bear case? What say you?
Q: I already own APD. I had been watching it bought it less than a year ago after some bad news where the stock dropped 15% in a day. I am up 50% on it at this point.
I am considering adding LIN to my portfolio as it seems to have some favorable tail winds and ratings....however I am wondering if these stocks are different enough to provide any diversity. There is a lot of variety on industrials. Am I picking two options that are too close together?
I am considering adding LIN to my portfolio as it seems to have some favorable tail winds and ratings....however I am wondering if these stocks are different enough to provide any diversity. There is a lot of variety on industrials. Am I picking two options that are too close together?