Q: a lot of concern these about private equity and companies. do you classify bn and bam into this category and are you a bit concerned about these companies.
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: I appreciate your guidance, and I don’t reach out often, so thank you in advance for your time. For a retired investor with a reasonably safe and conservative RRIF—who also does some consulting and has accumulated some extra cash—could you recommend two stocks with strong potential to double within the next year?
I understand that opportunities with this level of upside are inherently volatile and could decline 50–75%, but I’m comfortable with that risk for a small portion of my portfolio. It still feels like a better bet than buying hundreds of lottery tickets.
I’d appreciate a brief explanation of the rationale behind your two selections.
I understand that opportunities with this level of upside are inherently volatile and could decline 50–75%, but I’m comfortable with that risk for a small portion of my portfolio. It still feels like a better bet than buying hundreds of lottery tickets.
I’d appreciate a brief explanation of the rationale behind your two selections.
Q: I replaced EXE by ADP at a 52 wks low on friday in order to get more stability + dividend growth ; is this move appropriate in your view and is AI a significant concern for ADP business ? I can' t wait for your feedback here !
Q: Would appreciate clarification regards large hit to LNR today; can only assume it relates to the acquisition of two German companies and financing arrangements; can you add to this?
-
WSP Global Inc. (WSP $228.30)
-
Stantec Inc. (STN $125.07)
-
Aecon Group Inc. (ARE $46.73)
-
Bird Construction Inc. (BDT $45.09)
Q: Looking at some of the construction/engineering stocks. Since early summer of 2023, the larger companies STN and WSP are up about 50% and 30% respectively, but the smaller companies ARE and BDT have been massive winners, as ARE is roughly 4 times what it was then, and BDT is roughly 6 times what it was, gains of about 300% and 500%. Is the vast outperformance from ARE and BDT just a case of smaller companies being able to grow faster, or is there something fundamentally different in their businesses? Dol you think that ARE and BDT will continue to outperform STN and WSP?
Q: Really enjoyed Chris White's inaugural appearance on BNN Market Call. Chris mentioned something along the lines that high beta stocks tend to have higher compounding (better returns even with above-market PE ratios). If this is indeed true (generally speaking), can you explain why this would be the case (the logic or math underlying this thesis)? Or, if I misunderstood what was said, please correct me/explain.
Ted
Ted
Q: Did 5i have a chance to be part of Savaria investor day and if so do you have any thought?
Thx
Thx
Q: Please provide your thoughts on SOLS (SOLS:US) as a long term investment. Thanks.
Q: Would you recommend to buy these in a cash account? Although the dividend is low, there is the Dividend Tax Credit.
I'm not sure what the growth expectations are for stock price. What's your prediction?
I'm not sure what the growth expectations are for stock price. What's your prediction?
-
Alphabet Inc. (GOOG $334.47)
-
NVIDIA Corporation (NVDA $198.87)
-
Celestica Inc. (CLS $524.80)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP $175.19)
-
Kraken Robotics Inc. (PNG $8.45)
-
Evolve Canadian Banks and Lifecos Enhanced Yield Index Fund (BANK $10.16)
-
Applovin Corporation (APP $464.63)
-
Robinhood Markets Inc. (HOOD $87.32)
-
Brookfield Corporation Class A Limited Voting Shares (BN $63.93)
-
Nebius Group N.V. (NBIS $166.77)
-
Rocket Lab Corporation (RKLB $73.60)
-
Galaxy Digital Inc. (GLXY $24.04)
Q: I am looking to deploy cash sitting in my TFSA. I have "full" positions in NVDA, SHOP and GOOG. "Partial" positions in BN, CLS, BANK, NBIS, RKLB and PNG. And finally, "starter" positions in HOOD, GLXY and App.
1) Would you be comfortable with the overall balance in the account?
2) Would you deploy the funds into 2 or 3 of the existing holdings and if so, which ones?
3) Would you start a new position(s) to increase diversity and if so where would you go?
4) Would you eliminate any of the current position dues to overlap or other reasons?
Thanks,
Terry
1) Would you be comfortable with the overall balance in the account?
2) Would you deploy the funds into 2 or 3 of the existing holdings and if so, which ones?
3) Would you start a new position(s) to increase diversity and if so where would you go?
4) Would you eliminate any of the current position dues to overlap or other reasons?
Thanks,
Terry
-
Royal Bank of Canada (RY $241.74)
-
Toronto-Dominion Bank (The) (TD $142.77)
-
Bank of Nova Scotia (The) (BNS $103.43)
Q: Hello:
Canadian banks have had a great run. Valuations have markedly changed more than I would have predicted. At what valuation might you trim into this strength? What headwinds could be foreseen?
Many thanks.
Canadian banks have had a great run. Valuations have markedly changed more than I would have predicted. At what valuation might you trim into this strength? What headwinds could be foreseen?
Many thanks.
Q: As a follow up to my question today, Do you think any fuel issues on margins might already be priced in...or the market assuming that it may be short-lived? What would you be worried about in their upcoming earnings...or what could be a catalyst for further share price increases
Q: Thinking of adding this for a bit of portfolio ballast, and small gain. I would think both supply (fertilizer and fuel costs) and demand (ethanol) side factors would help the price?
Q: Looking at Dream Industrial REIT, I see that the P/E ratio is about 36, which I interpret as expensive, while the P/B ratio is about 0.8, which I would consider a bargain. Which is it? What am I missing?
Q: What are your thoughts on Hut 8? The company and the investment potential of the stock.
Q: Looks like Onyx has had some decent drilling results over the past few months. It would obviously be a speculative purchase however just wondering what you think?
Q: Are there any restrictions on the kind of stocks one can put in a TFSA or a RRSP? Can "penny" stocks be put in? Stocks on the Vancouver exchange?
Is there any input on this from the CRA?
Connie
Is there any input on this from the CRA?
Connie
Q: What is involved with your appearances on BNN? What preparation do you do? Are they paid appearances? Do they limit the size of your entourage? Are you wearing makeup? What do you do during commercial breaks? Do they feed guests and if yes how is the food? Just curious to hear what we don't see on TV. Thanks!
-
Invesco DB Commodity Index Tracking Fund (DBC $28.89)
-
BMO BROAD COMMODITY ETF - CAD UNITS (ZCOM $35.43)
Q: What are your thoughts on Zcom? Would you recommend this as a good commodity etf? Any other suggestions?
Q: Good morning 5i Team,
I wanted to learn more about Prime Restaurants based on John's question of April 11, 2026, but the profile for EAT.CA is incorrect. When you click on the ticker symbol in the member's question, the following profile is shown: PartnerRe Ltd is a Bermuda-based holding company .......
The ticker symbol for PartnerRe Ltd is PRE, and it trades on the NYSE.
Thanks for all you do.
I wanted to learn more about Prime Restaurants based on John's question of April 11, 2026, but the profile for EAT.CA is incorrect. When you click on the ticker symbol in the member's question, the following profile is shown: PartnerRe Ltd is a Bermuda-based holding company .......
The ticker symbol for PartnerRe Ltd is PRE, and it trades on the NYSE.
Thanks for all you do.