Q: Comments on results. Would you add to existing position?
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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: Could you comment on ATZ earnings and future prospects. Thank you.
Q: As a long term hold (5+ years), do you see one/both of these businesses as having strong growth potential? I hold small positions in each, and am looking to potentially add to one (or both). Thank you.
Q: Hi 5i Team,
It has been more than one and a half year since you commented on Moneta. Is it buyable at the current price? Is there a risk they will issue more shares in the near future to finance their activities.
Many thanks.
It has been more than one and a half year since you commented on Moneta. Is it buyable at the current price? Is there a risk they will issue more shares in the near future to finance their activities.
Many thanks.
Q: Looking at Converge’s press releases, it seems they have 40%ish revenue growth with 9%ish organic. They have a large number of acquisitions.
My questions: is CTS considered a roll-up?
How long is the runway for acquisitions?
And what is the trend of their debts ratios?
Thanks
My questions: is CTS considered a roll-up?
How long is the runway for acquisitions?
And what is the trend of their debts ratios?
Thanks
Q: Mornin' 5i.....what is your prognosis for gold an its miners in this 2nd half of2022?
Thx for your attention.
ted.
Thx for your attention.
ted.
Q: I love NVDA but it just won’t love me back. Does it make sense to sell NVDA and buy AMD if it is only to harvest a tax loss that would only be used after 3 or more years? If yes, the idea would be to keep AMD i.e. NVDA would be bought back only if it remains in the doldrums after 30 plus days, failing which keep AMD for long term. (2) Would you in fact buy AMD or do you have another semi you prefer?
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Tesla Inc. (TSLA)
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Zscaler Inc. (ZS)
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MongoDB Inc. (MDB)
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CrowdStrike Holdings Inc. (CRWD)
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Datadog Inc. (DDOG)
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Snowflake Inc. Class A (SNOW)
Q: Hi there, I'm thinking of adding the following stocks to my portfolio to make up a total of 3% to 5% of my overall holdings - so a relatively small amount overall. Can I please have your thoughts on them and if you'd rate them as buy, sell or holds? And if sell or hold, which names would you replace them with?
Thank you!
Thank you!
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: Hi Peter/Ryan, I have $1000.00 I can invest in my TFSA and was considering adding to either my 15 shares of NVEI or my 75 shares of SHOP. Is it a good time to add to these and which would you be more likely to add to at this time. Thanks
Q: Hi team. About a year ago I sold out of ZAG and replaced it with ZST. This has worked well as ZAG dropped about 16% while ZST was relatively flat. I would have thought that with rates still rising, ZST would be a safer place to be but I have heard a number of recommendations on BNN and elsewhere that it is time to get back into longer term bonds. I have noticed that the share price of ZAG has been turning up recently. Is it time to switch back into ZAG?
Q: Hi,
Can you provide suggested proxies for Ovintiv and Real Matters.
Thank you.
Camille
Can you provide suggested proxies for Ovintiv and Real Matters.
Thank you.
Camille
Q: Thoughts on Mara as a long term investment? Insider buys?
Q: Hi, If Trudeau proceeds with his initiative to reduce fertilizer emissions by 30% therefore reducing fertilizer usage. How will that impact fertilizer companies such as NTR? Is Canada a big fertilizer user? Thanks
Q: How does kenesis money function?
Q: Looking to add one of these to my TFSA which holds my more growth oriented stocks. Which one and why ? Thanks. Derek
Q: Dear Peter et al,
Your answers seem to indicate that the bottom is near but will take sometime to get up to speed. You seem to suggest that a 3 to 5 year time horizon is a reasonable time frame to expect a recovery. (I am paraphrasing here!)
With this in mind which group of stocks would you choose. ARKK or FAANG group. I see that ARKK doesn't have the big names in FAANG except TSLA which some people don't include in FAANG!
An impressive bounce in ARKK , almost 10% makes me ask this question.
Your answers seem to indicate that the bottom is near but will take sometime to get up to speed. You seem to suggest that a 3 to 5 year time horizon is a reasonable time frame to expect a recovery. (I am paraphrasing here!)
With this in mind which group of stocks would you choose. ARKK or FAANG group. I see that ARKK doesn't have the big names in FAANG except TSLA which some people don't include in FAANG!
An impressive bounce in ARKK , almost 10% makes me ask this question.
Q: Is there a good reference site that provides current forward consensus estimates of the Bank of Canada 5 year Bond Yield over the forward rolling 5 year term?
When trying to estimate/guesstimate forward BOC-5 rates for preferred resets do you have any suggestions on how to reasonably estimate BOC rates? I know rates change and forecasts are subject to unknowns but I'm looking for a reasonable tool to use estimates of future reset dates.
ie. current consensus for Apr.30/2023, December 31/2024
When trying to estimate/guesstimate forward BOC-5 rates for preferred resets do you have any suggestions on how to reasonably estimate BOC rates? I know rates change and forecasts are subject to unknowns but I'm looking for a reasonable tool to use estimates of future reset dates.
ie. current consensus for Apr.30/2023, December 31/2024
Q: Peter and His Wonder Team
I have been tracking these 2 companies for months. I had come to the conclusion that ANDE would be a more reliable investment going forward for the long term. To my surprise in the last month FDP went up 25% and ANDE has declined about the same. Please give me your thoughts on which company has a better prognosis. Thank you...your perspectives are always helpful.
I have been tracking these 2 companies for months. I had come to the conclusion that ANDE would be a more reliable investment going forward for the long term. To my surprise in the last month FDP went up 25% and ANDE has declined about the same. Please give me your thoughts on which company has a better prognosis. Thank you...your perspectives are always helpful.
Q: THOUGHTS ON NEWS TODAY
Q: Would appreciate your thoughts on the technology , mgmt. & prospects for of the above Co.
Thanks Richard
Thanks Richard