Q: After the recent convertible note offering the market seems positive on it. Whats your thoughts? Can this have a NBIS like moment where it announces a large contract that then validates their position in the data centre build out?
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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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Constellation Software Inc. (CSU $2,831.00)
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TFI International Inc. (TFII $155.06)
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Thomson Reuters Corporation (TRI $170.44)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $213.82)
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Brookfield Corporation Class A Limited Voting Shares (BN $64.63)
Q: Is recent question I asked was only partially answered. The question was asked by Tim on Oct 8. Here is your response:
Our top five for a growth investor with a long-term timeframe would be: SHOP ($220 if possible), BN ($91-$93), TRI ($190 to $200), CSU ($3800), TD ($105 to $110) /BNS ($85).
The part of the question not answered was whether these large cap stocks would be suitable for a tfsa. I have been using small caps mostly, but now am wanting to get more conservative. Thanks very much
Our top five for a growth investor with a long-term timeframe would be: SHOP ($220 if possible), BN ($91-$93), TRI ($190 to $200), CSU ($3800), TD ($105 to $110) /BNS ($85).
The part of the question not answered was whether these large cap stocks would be suitable for a tfsa. I have been using small caps mostly, but now am wanting to get more conservative. Thanks very much
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White Gold Corp. (WGO $1.50)
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Triple Flag Precious Metals Corp. (TFPM $52.05)
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Aris Mining Corporation (ARIS $25.42)
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Allied Gold Corporation (AAUC $38.74)
Q: I have asked a question on WGO previously and should have bought months ago but missed the rally. Would appreciate an analysis today on the merits of buying today or letting it go?
Would you give me a few small cap gold stock names that are still viable at the price of gold sky rocketing lately?
Thanx as usual
Gary
Would you give me a few small cap gold stock names that are still viable at the price of gold sky rocketing lately?
Thanx as usual
Gary
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Alphabet Inc. (GOOG $330.34)
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Pure Storage Inc. Class A (PSTG $72.90)
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CECO Environmental Corp. (CECO $67.04)
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e.l.f. Beauty Inc. (ELF $89.99)
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Halozyme Therapeutics Inc. (HALO $71.21)
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Genius Sports Limited (GENI $9.89)
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Nebius Group N.V. (NBIS $108.73)
Q: Hi Team,
I was looking for quality growth names that were attractive today for purchase. Geni was on the list due to the recent weakness in the sports betting sector. Do you see it as a opportunity to buy at these levels? Could you also provide a couple names on your radar either cnd or US that you see as particular good buys today for a 10yr hold? Thanks
Shane.
I was looking for quality growth names that were attractive today for purchase. Geni was on the list due to the recent weakness in the sports betting sector. Do you see it as a opportunity to buy at these levels? Could you also provide a couple names on your radar either cnd or US that you see as particular good buys today for a 10yr hold? Thanks
Shane.
Q: Good morning,
What happens in a rate cut cycle with this ETF.
Beaucoup Thanks for your unique service from a long time subscriber. Didn't think I would make so much money in the market. Time in the market not market timing as you put it.
What happens in a rate cut cycle with this ETF.
Beaucoup Thanks for your unique service from a long time subscriber. Didn't think I would make so much money in the market. Time in the market not market timing as you put it.
Q: Thoughts on FITB after the Comerica deal. Would this be one of your favorites in the regional banking space?
Q: Are you familiar with Cleanspark and does it look to be investable or a highly speculative stock at current levels?
Q: Hello 5i,
What could be the purpose of scheduling an “investor day” on november 20th, with AIF in an official strategic review process? Note that this is only the 2nd time (to my knowledge) that AIF is doing such a “investor day” during the past 10 years (the other was in 2021). According to you, does it decrease your estimation of the probability of a sale of the whole company? The stock did not move today on this announcement. Thank you
What could be the purpose of scheduling an “investor day” on november 20th, with AIF in an official strategic review process? Note that this is only the 2nd time (to my knowledge) that AIF is doing such a “investor day” during the past 10 years (the other was in 2021). According to you, does it decrease your estimation of the probability of a sale of the whole company? The stock did not move today on this announcement. Thank you
Q: Thank you for suggesting HISU for US cash. A couple of questions: is there a fee or restriction on how long funds are held in this etf? Also, the symbol says :CA, can this be purchased and held in a US $ RIF?
Thank you!
Thank you!
Q: Could you comment on Zedcor's moat and if it is at risk of being disrupted? Is there a 5i research report on Zedcor? Thank you!
Q: Would you consider this company a buy today? Or do you think it has run too far?
Q: How much importance do you place on the level of the cape ratio when making investment decisions? If one were retiring in the near future with the cape at near record levels. Should they not be concerned about equity returns being low over the next 10 years?
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Vanguard Balanced ETF Portfolio (VBAL $37.71)
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Global X Balanced Asset Allocation ETF (HBAL $17.73)
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iShares Core Balanced ETF Portfolio (XBAL $34.12)
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BMO Balanced ETF (ZBAL $15.18)
Q: I was intrigued by this ETF and also looked up these other fidelity funds. can you give me your assessment of these three as a one stop shop for a retired senior looking for some fixed and growth investments being somewhat conservative. Any other suggestions for a income/ balanced, and equity ETF
Thanks Dave
Thanks Dave
Q: I would appreciate your thoughts on recent “noise” around circular financing. Is this not unusual in certain industries? A concern or risk to be aware of? Or just static noise that should be ignored? Thanks
Q: This stock has been rising steadily, without demonstrating earnings.
What are your thoughts about it at this time, given the present economic conditions?
What are your thoughts about it at this time, given the present economic conditions?
Q: From your latest ranking on favourite CAD small keep, should I interpret this as you now favour KSI over VHI? Would you sell a VHI position and jump ship to KSI?
Q: Any idea why Allied Properties should be dropping sharply before the quarterly report is released?
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Enbridge Inc. (ENB $65.73)
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TC Energy Corporation (TRP $75.76)
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Pembina Pipeline Corporation (PPL $53.60)
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Keyera Corp. (KEY $43.78)
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goeasy Ltd. (GSY $128.36)
Q: Hello 5I:
Would you start positions in any of the pipelines at this time and, if so, in what order and price?
With respect to GSY, what do you think it will take to get the stock moving upwards and what would a good entry price be?
Thank you for the great advice!
Would you start positions in any of the pipelines at this time and, if so, in what order and price?
With respect to GSY, what do you think it will take to get the stock moving upwards and what would a good entry price be?
Thank you for the great advice!
Q: Is POW a Buy? A Globe article yesterday by Paul Carter of Capstone Mgt. suggests that by owning 69% of GWLifeco you are effectively getting GWL for free. This is because at the current stock price, POW's Market Cap roughly equals that of its stake in GWL.
Thanks!
Thanks!
Q: Hi Peter,
The share price of SRAD has been dropping for the past month. In your views, what are the reasons causing this negative momentum? Would it be a good idea to add more at the current price, or to sell for tax loss? Thanks.
The share price of SRAD has been dropping for the past month. In your views, what are the reasons causing this negative momentum? Would it be a good idea to add more at the current price, or to sell for tax loss? Thanks.