Q: On Jan 7 James asked your opinion on good/ great/ table pounding prices for these three companies. So much has happened since then. What is your opinion today?
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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: Hi Team,
I have been watching TOI closely. Recently (today for example most my tech are down 5-8% range). Yet TOI is up 3% as of writing this. It seems to have great support around the $85 level. Do you think that the bottom may be close to in for TOI, or is it just bouncing around until the next leg down do you figure? I know this is only your best guess, but value your opinion. I guess what I am looking for is..is it time to add to this name? Also...could you throw in some best conviction names either Cnd or US that you think are stupidly oversold right now that you think would be great buys for a 5yr plus hold? Thanks!
Shane.
I have been watching TOI closely. Recently (today for example most my tech are down 5-8% range). Yet TOI is up 3% as of writing this. It seems to have great support around the $85 level. Do you think that the bottom may be close to in for TOI, or is it just bouncing around until the next leg down do you figure? I know this is only your best guess, but value your opinion. I guess what I am looking for is..is it time to add to this name? Also...could you throw in some best conviction names either Cnd or US that you think are stupidly oversold right now that you think would be great buys for a 5yr plus hold? Thanks!
Shane.
Q: Would you have a proxy for BYD (to claim a tax loss) which has dropped just as much and would rebound once the market improves, within the industrial sector?
Thanks for your service
Thanks for your service
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Alphabet Inc. (GOOGL)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Digital Turbine Inc. (APPS)
Q: I know the environment is iffy, but with tech on sale, and other tech (also on sale) flush cash, when do the bigger fish start gobbling up the smaller fish, and what, in your opinion, is holding them back? Thank-you.
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NVIDIA Corporation (NVDA)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Docebo Inc. (DCBO)
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Topicus.com Inc. (TOI)
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Nuvei Corporation (NVEI)
Q: Two years ago, energy fund managers were pounding the table to buy oil and gas stocks.
Whoever listened did great.
Now tech prices continue to plummet. The prices are off 60-80%.
Should I pick a few and wait two years for a similar upsurge?
Would you buy shop, lspd, dcbo, toi, nvei or nvda and please rank them with a brief overview.
Thank you.
Whoever listened did great.
Now tech prices continue to plummet. The prices are off 60-80%.
Should I pick a few and wait two years for a similar upsurge?
Would you buy shop, lspd, dcbo, toi, nvei or nvda and please rank them with a brief overview.
Thank you.
Q: Hi 5i team
I'm looking to add 1 stock to my TFSA. I'm considering Kinaxis or Descarte. Which would you add. Also curious as a good price entry point for both.
I am also considering adding Booking Holdings to my RRSP. What are your thoughts and also would appreciate a good price entry point.
Thanks Peter,Ryan and team for your valuable guidance.
I'm looking to add 1 stock to my TFSA. I'm considering Kinaxis or Descarte. Which would you add. Also curious as a good price entry point for both.
I am also considering adding Booking Holdings to my RRSP. What are your thoughts and also would appreciate a good price entry point.
Thanks Peter,Ryan and team for your valuable guidance.
Q: How exposed are BRP and Magna to Russia? Any other companies significantly impacted? Which companies look like attractive entry price at this time.. would you wait or add if already held? Thanks.
Shyam
Shyam
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Suncor Energy Inc. (SU)
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Canadian Natural Resources Limited (CNQ)
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ARC Resources Ltd. (ARX)
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Enerplus Corporation (ERF)
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Teck Resources Limited Class A Multiple Voting Shares (TECK.A)
Q: Due to need to rebalance my portfolio in which order would you sell these stocks or portions thereof?
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MEG Energy Corp. (MEG)
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Enerplus Corporation (ERF)
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NuVista Energy Ltd. (NVA)
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Cardinal Energy Ltd. (CJ)
Q: I'm looking for some Canadian companies that can benefit from the current oil shortage in the world. My research has turned up CJ, ERF, MEG, and NVA. Would you please rank them best to worst in terms of potental upside. As you can see, I'm looking for good growth going forward. If you can think of other possiblilties I would appreciate your choices. Also, do you see any major flaws with the companies I've indicated I would appreciate your opinions.
Q: Have been looking at FTS to compliment a retirement portfolio (have BEP). I hesitate as I am not sure if Fortis is moving or moving quickly in the right direction into renewables...is it? I know some Municipalities are restricting gas installations in new builds. I know 5i recommends Fortis, what about it for the long haul?
Q: Hi Everyone at 5i!! I purchased nutrien in the past around the 47$ range . Considering where it is at now in price and the unfortunate world affairs, does it still have a significant up potential? Cheers, Tamara
Q: Would you please rank the following stocks for a 3 year hold?
TOU PXT VET CPG CVE HWO
With appreciation,
Ed
TOU PXT VET CPG CVE HWO
With appreciation,
Ed
Q: Hi Peter, Ryan, and Team,
I realize that Couche-Tard has only 38 Russian stores. Do you think that management will be under pressure (like Magna for example) to divest their Russian operation? If it happens, what kind of effect could there be, both to their bottom line, as well as loss of "good will"? For example, Couche-Tard operates in several former eastern bloc countries such as Poland.
Thanks in advance for your insight.
I realize that Couche-Tard has only 38 Russian stores. Do you think that management will be under pressure (like Magna for example) to divest their Russian operation? If it happens, what kind of effect could there be, both to their bottom line, as well as loss of "good will"? For example, Couche-Tard operates in several former eastern bloc countries such as Poland.
Thanks in advance for your insight.
Q: I'm down in XBC, AT, WELL, MITK and TIXT.
Should I sell and move on or keep it.
If I sell which one do you suggest that I ad in this group.
Thank you
Should I sell and move on or keep it.
If I sell which one do you suggest that I ad in this group.
Thank you
Q: Hi 5i,
Thank you for the great work. What are your top names in mining/materials today?
I hold CNQ, Enbridge and Parkland right now and want to increase my natural resource exposure. I am looking at Tourmaline on the gas side, and looking for broader natural resource ideas.
Thank you for the great work. What are your top names in mining/materials today?
I hold CNQ, Enbridge and Parkland right now and want to increase my natural resource exposure. I am looking at Tourmaline on the gas side, and looking for broader natural resource ideas.
Q: What is the current % weighting in the Tsx of energy producers,pipelines.
For an all Canadian equity portfolio what % would you recommend in each of the above for a long term hold?
For an all Canadian equity portfolio what % would you recommend in each of the above for a long term hold?
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Atlassian Corporation (TEAM)
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CrowdStrike Holdings Inc. (CRWD)
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Digital Turbine Inc. (APPS)
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Boyd Group Services Inc. (BYD)
Q: I don't know what to ask since my previous question seemed to be regarded as naive and critical . The situation has only become worse as Atlassian Corporation (TEAM ) + Shopify (SHOP) + Lightspeed (LSPD) + Digital Turbine (APPS) ,Crowdsrtrike (CRWD) and Boyd (BYD) are getting hammered every day . I can't see any signs of a rounding bottom , or recovery in these names . Now NVDA had a double bottom breakdown . "Holding" has increased my losses and now other sectors have plunged ... Post Mortem: Reducing Tech and deploying funds into Energy, Materials ,and Financials would have been the best move in recent months . Is it still ?
Q: Please sort these energy stocks in order of your preference for growth over the next 2 years. ARX; BTE; CVE; ERF; MEG; NVA. Add 3 more of your choice not listed here.
Thanks,
Terry
Thanks,
Terry
Q: Hello 5i
I was planning to buy abbivie for health care. But with the fall of veeva systems, i am thinking about going for it, instead. Do you see any problems with that?
Thanks
I was planning to buy abbivie for health care. But with the fall of veeva systems, i am thinking about going for it, instead. Do you see any problems with that?
Thanks
Q: Well, does this ETF, COW have more legs, aka price increase, or is it too late to jump in???....and if "just do it", how long does the up trend last or is it to hard to project???.......Thanks, eh?!.......Tom