Q: Would you buy GSY today? Assume you have a 5 year window for growth before retirement.
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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: Hello Team 5i and Everyone!
May I have your take on Rubrik's earnings today please? (RBRK)
Thank you,
Sandra
May I have your take on Rubrik's earnings today please? (RBRK)
Thank you,
Sandra
Q: will Trilliant Technologies (may do an IPO) be a major competitor to GRID ? who else are competitors to GRID thanks Richard
Q: Peter; Can you update your thoughts on HAI after they reported
today? Thanks,
Rod
today? Thanks,
Rod
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Agnico Eagle Mines Limited (AEM $287.00)
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Hydro One Limited (H $59.88)
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Vertiv Holdings LLC Class A (VRT $260.04)
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GE Vernova Inc. (GEV $810.74)
Q: please provide top 2 picks for. 1. AI halo stocks. 2. NON AI halo stocks objective is capital appreciation thanks Richard
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BRP Inc. Subordinate Voting Shares (DOO $87.95)
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ADF Group Inc. Subordinate Voting Shares (DRX $8.90)
Q: Hi team,
I’m revisiting my portfolio. Would you be kind enough to review DOO and DRX. Not so popular stocks these days but considering adding to both. Thanks.
I’m revisiting my portfolio. Would you be kind enough to review DOO and DRX. Not so popular stocks these days but considering adding to both. Thanks.
Q: Hi 5I,
It may be somewhere out there, but I can't seem to find any info justifying the (at present), 8+% mid-morning drop for Cameo on heavier than average volume. Are you aware of anything?
Thanks,
Don
It may be somewhere out there, but I can't seem to find any info justifying the (at present), 8+% mid-morning drop for Cameo on heavier than average volume. Are you aware of anything?
Thanks,
Don
Q: I have GLXY in TFSA when it drops TSX listing will there be witholding tax
Q: Hi Team,
After selling gsy into yesterday’s bad news…any suggestions on where investors like me should invest to “get our money back”? Tough question …would need a double. I did put some funds into Tri yesterday on the dip. If Tri gets back to old highs at some point that would be a double. Is this a fair bet? Any other suggestions ? Tough question I know and realize can’t tell the future but looking for best bets here for names that might potentially produce a double over the next couple years or so?
On a side note regarding gsy…very disappointed in the company that I was holding a high position in for a long time. It seems to be lendcare was a bad acquisition. And now looking in that short report seems 100% correct …even down to the exact 300million range of charge offs. It’s also obvious in my opinion that it’s likely why Mullen left, and shortly after the new ceo. I don’t believe health reasons as cited was the issue. Same can be said for the ceo. I assume these guys knowing and not reporting to investors until now is a crime or no ? Any chance of getting any money back in likely upcoming lawsuits? I know …doubtful ; This was a tough pill to swallow as I lost 45k on this dip. Was probably holding more than I should have. This was a gut moving event for me and my family.
Thanks
Shane
After selling gsy into yesterday’s bad news…any suggestions on where investors like me should invest to “get our money back”? Tough question …would need a double. I did put some funds into Tri yesterday on the dip. If Tri gets back to old highs at some point that would be a double. Is this a fair bet? Any other suggestions ? Tough question I know and realize can’t tell the future but looking for best bets here for names that might potentially produce a double over the next couple years or so?
On a side note regarding gsy…very disappointed in the company that I was holding a high position in for a long time. It seems to be lendcare was a bad acquisition. And now looking in that short report seems 100% correct …even down to the exact 300million range of charge offs. It’s also obvious in my opinion that it’s likely why Mullen left, and shortly after the new ceo. I don’t believe health reasons as cited was the issue. Same can be said for the ceo. I assume these guys knowing and not reporting to investors until now is a crime or no ? Any chance of getting any money back in likely upcoming lawsuits? I know …doubtful ; This was a tough pill to swallow as I lost 45k on this dip. Was probably holding more than I should have. This was a gut moving event for me and my family.
Thanks
Shane
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Cloudflare Inc. Class A (NET $210.24)
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Vertiv Holdings LLC Class A (VRT $260.04)
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Nebius Group N.V. (NBIS $114.15)
Q: From the point of growth in the 2-3 years to come can you tel me the best investment among the three entreprises and why?
Thank you very much in advance
Thank you very much in advance
Q: Hi 5i, and always appreciate getting independent opinion.
My understanding is BN is a large 135B market cap company with about 100B revenue. I also understand they have about 100B line of credit to use on acquisitions/funding of large scale infrastructure - (which they have a history of doing well).
I like to buy cheap and wait. Its always easier to destroy than create/build, and considering Ukraine and Middle East infrastructure devastation not to mention new technology builds related directly and indirectly to AI, I can't help but believe the future is very bright for BN business long term.
I want to take advantage of the current weakness, but Brookfield is already 8% overall. Mostly BN, but some BIPC, and BAM. I'm looking for overall return long term.
My question - if it were you, would you consider allowing BN to represent a higher % of your portfolio because of its size and diversification of business? or would you have a hard stop on size of any single equity regardless of its apparent merits.
Thanks a ton!
Glenn
My understanding is BN is a large 135B market cap company with about 100B revenue. I also understand they have about 100B line of credit to use on acquisitions/funding of large scale infrastructure - (which they have a history of doing well).
I like to buy cheap and wait. Its always easier to destroy than create/build, and considering Ukraine and Middle East infrastructure devastation not to mention new technology builds related directly and indirectly to AI, I can't help but believe the future is very bright for BN business long term.
I want to take advantage of the current weakness, but Brookfield is already 8% overall. Mostly BN, but some BIPC, and BAM. I'm looking for overall return long term.
My question - if it were you, would you consider allowing BN to represent a higher % of your portfolio because of its size and diversification of business? or would you have a hard stop on size of any single equity regardless of its apparent merits.
Thanks a ton!
Glenn
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Freeport-McMoRan Inc. (FCX $56.30)
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Lundin Mining Corporation (LUN $34.48)
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Capstone Copper Corp. (CS $11.15)
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Global X Copper Miners ETF (COPX $77.01)
Q: Hi 5i, looking to diversify a small portion of my portfolio into copper. Can you please provide your favourite companies or ETF’s and do you think this makes sense?
Thanks
Thanks
Q: Good afternoon..
Do you think the Government defence related investment
900 million will effect FLT.V in a positive way.
Thanks
Do you think the Government defence related investment
900 million will effect FLT.V in a positive way.
Thanks
Q: IFC: bought in 2016 - 1000 shares at $84.50. It is down a fair bit over the last year. WHY?
Hold? Add to?
Hold? Add to?
Q: Hi Peter
going to be listed in the US market , but pulled back
like to add to a pre-existing position
looking for an entry price to add
please give me a reasonable price to think about it
thanks
Michael
going to be listed in the US market , but pulled back
like to add to a pre-existing position
looking for an entry price to add
please give me a reasonable price to think about it
thanks
Michael
Q: You once wrote "The insurance industry tends to perform well in bear markets or stagnant markets (risk-off environments), as they have durable business models with predictable earnings. We like having exposure to the industry as a form of 'insurance' for those unpredictable times when the broader markets soften." My question is around why MMC is performing so poorly, and is this a buying opportunity?
Q: If the situation in Middle East worsens and the stock market tanks……
In that situation, can you suggest 5-10 stocks to buy and hold for the long term.
Thanks
In that situation, can you suggest 5-10 stocks to buy and hold for the long term.
Thanks
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Canadian National Railway Company (CNR $143.55)
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ATCO Ltd. Class I Non-voting Shares (ACO.X $66.50)
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Finning International Inc. (FTT $88.99)
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Nutrien Ltd. (NTR $113.07)
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Royal Bank Of Canada (RY $162.90)
Q: Looking for steady growth and a dividend. What order would you add today. Other ideas would also be appreciated.
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BMO Equal Weight REITs Index ETF (ZRE $22.36)
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BMO Equal Weight Utilities Index ETF (ZUT $27.78)
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BMO Low Volatility Canadian Equity ETF (ZLB $59.06)
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iShares S&P/TSX Capped Consumer Staples Index ETF (XST $65.73)
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iShares S&P/TSX Capped Information Technology Index ETF (XIT $62.80)
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iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $42.64)
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Harvest Healthcare Leaders Income ETF (HHL $7.15)
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BMO Canadian High Dividend Covered Call ETF (ZWC $21.45)
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Ninepoint Energy Fund (NNRG)
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Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX $15.49)
Q: I seem to recall a question quite a while ago (years?) about the maximum % of your portfolio should be by fund company. If I remember correctly, your suggestion was to cap each fund company exposure to 15%. Am I correct and do you still feel the same?
My BMO ETFs are just over 16%.
My iShares ETFs are just over 15%.
I have smaller exposures to the fund companies holding HMAX, HHL, NNRG (around 5% each).
Please remind me again what the dangers are of exceeding your suggested threshold? For the larger fund companies, is the threshold higher?
Thanks for your help....much appreciated....Steve
My BMO ETFs are just over 16%.
My iShares ETFs are just over 15%.
I have smaller exposures to the fund companies holding HMAX, HHL, NNRG (around 5% each).
Please remind me again what the dangers are of exceeding your suggested threshold? For the larger fund companies, is the threshold higher?
Thanks for your help....much appreciated....Steve
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Applied Materials Inc. (AMAT $342.83)
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Lam Research Corporation (LRCX $213.36)
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Teradyne Inc. (TER $286.30)
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ASML Holding N.V. (ASML $1,350.98)
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Coherent Corp. (COHR $242.61)
Q: Hi 5i,
Could you please rank these 5 stocks in terms of which you would purchase now for a 3 to 5 year hold, with growth being the main (but not total) focus?
And if you could give a bit of background for your reasoning that would be much appreciated.
Thanks!
Could you please rank these 5 stocks in terms of which you would purchase now for a 3 to 5 year hold, with growth being the main (but not total) focus?
And if you could give a bit of background for your reasoning that would be much appreciated.
Thanks!