Q: Based on Shell's offer, is $31 "the right price" if one were to sell ARX ? It seems to be trading in a range of $30.90 - $31.99 at time of writing. Is it actually possible to narrow down that range to what shares should be worth at this point ?
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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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Micron Technology Inc. (MU $524.56)
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Teradyne Inc. (TER $402.00)
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Celestica Inc. (CLS $422.21)
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Nebius Group N.V. (NBIS $144.96)
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Firefly Aerospace Inc. (FLY $34.51)
Q: Do you see FLY as more opportunistic at these price points than the following AI exposed companies? NBIS, TER, CLS, MU
For the sake of diversifying, which of the 4 companies would you sell for FLY? If any..
Conviction rating for each please ? 3-5 year hold.
Thanks
For the sake of diversifying, which of the 4 companies would you sell for FLY? If any..
Conviction rating for each please ? 3-5 year hold.
Thanks
Q: Hello Team 5i & Everyone,
What I’m wondering about is, in your assessment when does the oil shortage theoretically hit the fan?
(I've heard the market described as being very resilient or very complacent, depending on the commentator. The stock market people are saying that the market's going up. Then on the other side there are the commodity and geopolitical experts saying that this isn't going to end well.)
Thank you!
Sandra
PS. Please feel free to info dump as much as you want.
What I’m wondering about is, in your assessment when does the oil shortage theoretically hit the fan?
(I've heard the market described as being very resilient or very complacent, depending on the commentator. The stock market people are saying that the market's going up. Then on the other side there are the commodity and geopolitical experts saying that this isn't going to end well.)
Thank you!
Sandra
PS. Please feel free to info dump as much as you want.
Q: A number of Health Care names have lagged the current market. I have bought half positions in LLY and ISRG recently and they have pulled back. I know you like both these companies, would you be adding to these names at these prices or do you have other health care names you prefer?
Why do you think the Healthcare Sector has lagged the recent market uptick?
Thanks
Tim
Why do you think the Healthcare Sector has lagged the recent market uptick?
Thanks
Tim
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MDA Space Ltd. (MDA $42.30)
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AST SpaceMobile Inc. (ASTS $77.20)
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Rocket Lab Corporation (RKLB $82.29)
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Voyager Technologies Inc. Class A (VOYG $27.23)
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MARITIME LAUNCH SERVICES INC. (MAXQ $0.58)
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Firefly Aerospace Inc. (FLY $34.51)
Q: How important is the space theme today in your opinion?
I am acquainted with a US lawyer who specializes in space, thus there are legalities involved out there.
I notice there is a Space Station in Nova Scotia as well.
Please advise your recommendations with some analysis.(3 or so)
Thanks!
I am acquainted with a US lawyer who specializes in space, thus there are legalities involved out there.
I notice there is a Space Station in Nova Scotia as well.
Please advise your recommendations with some analysis.(3 or so)
Thanks!
Q: Which one of CJ or WCP do you prefer and why?
Q: How do you know when a sector is out of favour and it is time you should start a position?
Thanks
Thanks
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Alphabet Inc. (GOOG $348.52)
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United Rentals Inc. (URI $959.85)
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Teradyne Inc. (TER $402.00)
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EnerSys (ENS $210.54)
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Nebius Group N.V. (NBIS $144.96)
Q: What’s your top 10 Canadian and US stocks that has a current decent valuation to purchase for long term? Thanks.
Q: Do CDRs of US SOCKS held in a TFSA have any tax or other implications other than dividend withholding.
Q: Good afternoon Peter and the 5i Team,
What are your thoughts on swapping out Propel for EQB? As well, do you have two more suggestions for Cdn stocks in the small-midcap space that currently might offer better upside than Propel over the next two years?
Thanks,
Brad
What are your thoughts on swapping out Propel for EQB? As well, do you have two more suggestions for Cdn stocks in the small-midcap space that currently might offer better upside than Propel over the next two years?
Thanks,
Brad
Q: I asked about oil stock companies on April
21.
Let me now ask about paper vs physical oil price. Many oil experts (like Eric Nutall) point to economies hitting a brick wall very shortly.
What is 5i take on it? Is this going to be our black swan event?
21.
Let me now ask about paper vs physical oil price. Many oil experts (like Eric Nutall) point to economies hitting a brick wall very shortly.
What is 5i take on it? Is this going to be our black swan event?
Q: An upgrade from Globe investor for this small cap miner! Would love your excellent analysis and thoughts please?
Thanx as usual
Gary
Thanx as usual
Gary
Q: COULD YOU GIVE ME YOUR OPINION?
Q: I have held Arx at a cost of about $13 since it was an income trust.I plan to take the deal withe Shell.
Am i correct in assuming the only the only immediate gains tax will be on the $8.20 cash per share.
Am i correct in assuming the only the only immediate gains tax will be on the $8.20 cash per share.
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Constellation Software Inc. (CSU $2,441.20)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $169.49)
Q: Hi, if you wanted to choose one stock, which one would you pick for higher growth potential, SHOP or CSU? And what price is a good entry point for each of them?
On another question, how do you see their upcoming earnings?
Thanks
On another question, how do you see their upcoming earnings?
Thanks
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Alphabet Inc. (GOOG $348.52)
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Applied Digital Corp. (APLD $33.67)
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Brookfield Corporation Class A Limited Voting Shares (BN $61.16)
Q: what is your opinion on this company and how do you see it preforming going forward? Would this be a buy and hold as an Ai infrastructure play or s there others you would recomend? I own Goog, NVDA and BN for some exposure already
Q: Hi,
The other day I sold 300 shares of a company from an RRSP account. A minute later I submitted a buy order for the same amount of shares in my TFSA. Both the buy and sell were for the same price.
Today I received a call from my broker advising that I had broken the rules(?) and engaged in a wash trade.
Can you enlighten me as to what and whose rules I have broken?
The other day I sold 300 shares of a company from an RRSP account. A minute later I submitted a buy order for the same amount of shares in my TFSA. Both the buy and sell were for the same price.
Today I received a call from my broker advising that I had broken the rules(?) and engaged in a wash trade.
Can you enlighten me as to what and whose rules I have broken?
Q: I will not be holding Shell after this. Short on Industrial and Financial names. Any suggestions on good replacement. This is a good time to reduce my energy exposure as it is too high.
Q: Please comment on ARX news. I own this stock; should I sell on the news or hold. Thanks!
Q: I sold this as a tax loss. Do you think buying it back makes sense now?