Q: Your thoughts on Allied please.Thanks.
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: Could I have your thoughts on these three companies for new positions in our new investing environment.
Thanks Steve
Thanks Steve
Q: Hi,
I know that Kodak is a bit "special" with the pension plan surplus issue. Other than the potential benefit from that are there any other compelling reasons to purchase it?
Regards-Dave
I know that Kodak is a bit "special" with the pension plan surplus issue. Other than the potential benefit from that are there any other compelling reasons to purchase it?
Regards-Dave
-
Alphamin Resources Corp. (AFM)
-
Rusoro Mining Ltd. (RML)
-
Constellation Software Inc. (CSU)
-
Fairfax India Holdings Corporation Subordinate Voting Shares (FIH.U)
-
Maxim Power Corp. (MXG)
-
Velan Inc. Subordinate Voting Shares (VLN)
-
GRAVITY Co. Ltd. (GRVY)
-
Kenon Holdings Ltd. (KEN)
-
NewMarket Corp (NEU)
-
IES Holdings Inc. (IESC)
-
SiriusPoint Ltd. (SPNT)
-
Wheels Up Experience Inc. Class A (UP)
Q: Hi 5i Team - Could you name a few publicly traded companies, besides CSU, that have no analyst coverage and have never had analyst coverage. Any market cap, any sector, U.S. or Canadian. Thanks.
Q: Hi 5i,
Can you comment AMD and GOOG earnings? Both are droping 7%+ after market.
Thank you
Can you comment AMD and GOOG earnings? Both are droping 7%+ after market.
Thank you
-
Alphabet Inc. (GOOG)
-
Booking Holdings Inc. (BKNG)
-
Salesforce Inc. (CRM)
-
Trane Technologies plc (TT)
-
RTX Corporation (RTX)
-
US Treasury 3 Month Bill ETF (TBIL)
-
Global X USD High Interest Savings ETF (UCSH.U)
Q: Hi 5i,
I have some USD cash available, which stocks would you consider buying today for balanced/growth portfolio?
If holding longer on cash, where would you park it? Something equivalent to CSAV on US side maybe.
Thank you,
I have some USD cash available, which stocks would you consider buying today for balanced/growth portfolio?
If holding longer on cash, where would you park it? Something equivalent to CSAV on US side maybe.
Thank you,
-
Alphabet Inc. (GOOG)
-
Intuitive Surgical Inc. (ISRG)
-
Booking Holdings Inc. (BKNG)
-
US Treasury 3 Month Bill ETF (TBIL)
Q: 3 month treasury TBIL any restrictions on adding or taking money out. I want to buy US to try and off set the fall in CAD. What does the 3 month designation mean. What's your 3 US equities ...Plus 3 Canadian. And short description why and in what order you like them.
-
Saputo Inc. (SAP)
-
Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A)
-
Corby Spirit and Wine Limited Unlimited Voting Common Shares (CSW.A)
-
Canadian Tire Corporation Limited (CTC)
Q: OK so now we have "buy Canadian, bye American" trend. So I suppose Canadian companies could actually see a bump in sales. Are there any companies you can think of where this could move the needle in a meaningful way? Not sure how sustainable though?
Q: Curious why this ETF was lower all day right from the get go, while SPX was positive?
Q: Can you please give me your input on PFE earnings. They beat the earnings however stock is down,
Thanks for your great service
Thanks for your great service
Q: Our loonie is taking a dramatic free fall. What strategies do you favour for value preservation if one holds a sizeable cash position?
Q: how much of sales are to the us, with cfx, how much will the tariffs affect the bottom lines of forest companies. On a side note it is nice to see Canadians pulling together, I for one will try not to buy any us products I willing to pay more for Canadian products
Thanks
Auftar
Thanks
Auftar
Q: Aris is not really moving up with current gold prices.
Looking to start a small position, anything to be concerned about here…..
Thanks and have a great day.
Looking to start a small position, anything to be concerned about here…..
Thanks and have a great day.
Q: Hi Peter & Team,
What are your top suggestions for European ETFs?
Thanks as always for your insight.
What are your top suggestions for European ETFs?
Thanks as always for your insight.
Q: Hi 5i Research team,
Follow up questions on KITS: based on transaction volume, what would the maximum number of shares you would recommend owning? In your answer you mention that KITS is expensive (good companies usually are): with what multiples would you consider it fairly valued? What impact would you expect a recession would have on sales growth? My intuition tells me that contact lens and glasses are more staples than discretionary: would you agree? Thank you for your collaboration, Eric
Follow up questions on KITS: based on transaction volume, what would the maximum number of shares you would recommend owning? In your answer you mention that KITS is expensive (good companies usually are): with what multiples would you consider it fairly valued? What impact would you expect a recession would have on sales growth? My intuition tells me that contact lens and glasses are more staples than discretionary: would you agree? Thank you for your collaboration, Eric
Q: Can you provide what% of business for BN is ex-Canada.?Also a viewpoint on how the company will fare in this potential tariff situation?
Q: HSAv had a big decline, mid session, on Monday. Any reason for such an unusual decline for this security?
-
Vanguard FTSE Developed All Cap ex North America Index ETF (VIU)
-
Vanguard FTSE Developed All Cap ex North America Index ETF (CAD-Hedged) (VI)
-
Vanguard FTSE Developed ex North America High Dividend Yield Index ETF (VIDY)
Q: Which one do you prefer for international exposure?
-
Global X Industry 4.0 Index ETF (FOUR)
-
Global X Robotics & AI Index ETF (RBOT)
-
TD Global Technology Leaders Index ETF (TEC)
-
Global X Big Data & Hardware Index ETF (HBGD)
-
Global X Artificial Intelligence Semiconductor Index ETF (CHPS)
-
TD Global Technology Innovators Index ETF (TECI)
-
iShares U.S. Aerospace & Defense Index ETF (XAD)
Q: Hello 5i Team, Happy New Year! I have a diversified portfolio with plenty of tech exposure and S&P. We are looking into Sector based ETFs. Based on this environment, which one would you recommend out of these - XAD, HBGD, TECI, CHIPS, TEC, XEXP, FOUR, RBOT. Or, would you recommend any other sector ETF?
As always, thanks for your valuable insights.
Best, AJ
As always, thanks for your valuable insights.
Best, AJ
-
Meta Platforms Inc. (META)
-
Alphabet Inc. (GOOG)
-
Intuitive Surgical Inc. (ISRG)
-
Microsoft Corporation (MSFT)
-
NVIDIA Corporation (NVDA)
-
Salesforce Inc. (CRM)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP)
-
Advanced Micro Devices Inc. (AMD)
-
MicroStrategy Incorporated (MSTR)
-
Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
-
Uber Technologies Inc. (UBER)
-
Palantir Technologies Inc. (PLTR)
-
Applovin Corporation (APP)
Q: Good morning 5i,
I'm expecting some turbulence coming for sure. I doubt all is priced in with the tariff battle. Of course nobody knows. But opportunity may be knocking.
I refreshed myself on Peter's cover call write up from years past. I'd love a new take on selling covered calls to enhance your income and some strategies relating to it. ie, OTM, time frame etc.
And some top stocks in your view for writing on. Excluding NVDA, already sell OTC cc on my position.
Thank you very much.
I'm expecting some turbulence coming for sure. I doubt all is priced in with the tariff battle. Of course nobody knows. But opportunity may be knocking.
I refreshed myself on Peter's cover call write up from years past. I'd love a new take on selling covered calls to enhance your income and some strategies relating to it. ie, OTM, time frame etc.
And some top stocks in your view for writing on. Excluding NVDA, already sell OTC cc on my position.
Thank you very much.