Q: Hi 5i Team - A guest on Market Call today stated that Shopify is trading at 100 times next year's earnings with anticipated revenue growth of 22%, Could you comment on the accuracy of these figures and your view on whether its shares may be over-valued at this time. Any other comments on its stock price and fundamentals would be appreciated. Thanks.
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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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Suncor Energy Inc. (SU)
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Canadian Natural Resources Limited (CNQ)
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Pembina Pipeline Corporation (PPL)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Greetings 5i, doing some rebalancing and would like to add to 2 or 3 of the above positions. This is a RRSP account, all long term holds. In what order would you add today? Thank you.
Q: Greetings 5i, I am considering selling CAE and reinvesting the proceeds in MDA. Based on stability, current valuation and runway for future growth, what is your opinion please on this swap? Thank you.
Q: Hi,
What do you think of buying Cerebras stock pre IPO? Do you have an opinion on Hiive for that purpose?
Thanks
Rajiv
What do you think of buying Cerebras stock pre IPO? Do you have an opinion on Hiive for that purpose?
Thanks
Rajiv
Q: Are there any regulations / rules as to how much notice a company must give to a general investor on when the company intends to report earnings every quarter? If so, what are they?
Is there a specific site they are to report said announcements?
Sometimes it seems it's a little loosey-goosey.
Is there a specific site they are to report said announcements?
Sometimes it seems it's a little loosey-goosey.
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Old Dominion Freight Line Inc. (ODFL)
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Uber Technologies Inc. (UBER)
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Jacobs Solutions Inc. (J)
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RTX Corporation (RTX)
Q: Hello Team,
According 5i Portfolio Analysis, I need to increase US Industrials. Could you suggest three names please.
Thank you!
According 5i Portfolio Analysis, I need to increase US Industrials. Could you suggest three names please.
Thank you!
Q: Could you please give your opinion on ZMID and RBF617 - which would you prefer over the next 5 years. Also, with the Canadian / US $ exchange rate currently being where it is, would this be a good time to use the hedged version of the above or do you prefer the unhedged versions?
Thank you so much!!
Thank you so much!!
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iShares Diversified Monthly Income ETF (XTR)
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Fidelity Monthly Income Class Series S5 (FID418)
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TD Tactical Monthly Income Fund - Investor Series (TDB2580)
Q: Can you provide a synopsis of the above (recently inherited) funds? Are either of these funds pure equity? Would you consider them to be worth keeping or is there an ETF or two that will likely allow for better returns?
Appreciate your insight.
Paul F.
Appreciate your insight.
Paul F.
Q: Would you be comfortable holding Applovin for a 3+ year hold? I managed to buy it near the high but I was planning on holding it. I suppose ups and downs go with a high octane stock like this one.
I also wanted to wish everyone a Merry Christmas and holiday season. Thank you for all your help this past year!
Jason
I also wanted to wish everyone a Merry Christmas and holiday season. Thank you for all your help this past year!
Jason
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iShares Core MSCI All Country World ex Canada Index ETF (XAW)
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BMO International Dividend ETF (ZDI)
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BMO International Dividend Hedged to CAD ETF (ZDH)
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BMO Ultra Short-Term Bond ETF (ZST)
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iShares Canadian Select Dividend Index ETF (XDV)
Q: I have cash from a maturing GIC and am looking at options to reinvest it. I am considering evenly investing it in these 4. Time horizon is 2 to 5 years, low to medium risk. I would appreciate your thoughts on these or if there are other ETF's to consider. Thanks!
Q: Not a question. I saw Rajiv's question today inquiring about "any statistical data on the Santa Claus rally."
(Hopefully this is an appropriate thing to share on here.) There's an account on twitter by Wayne Whaley (@WayneWhaley1136) and he regularly posts statistical data studies on the US markets. I don't have a twitter account, so I just take a look via a google search occasionally for fun. I do recall seeing him tweet Santa Claus rally specific statistical studies in the past, including last Christmas.
(Hopefully this is an appropriate thing to share on here.) There's an account on twitter by Wayne Whaley (@WayneWhaley1136) and he regularly posts statistical data studies on the US markets. I don't have a twitter account, so I just take a look via a google search occasionally for fun. I do recall seeing him tweet Santa Claus rally specific statistical studies in the past, including last Christmas.
Q: Could you please provide your current thoughts on taking a position in this company. Technically, it seems to have bottomed after a long steady decline. The recent CPKC announcement is encouraging. How is their balance sheet.
Thinking about a TFSA investment. Your thoughts are greatly appreciated!
Thanks for all the help you provide to the retail investor!!
Thinking about a TFSA investment. Your thoughts are greatly appreciated!
Thanks for all the help you provide to the retail investor!!
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iShares S&P/TSX Capped Consumer Staples Index ETF (XST)
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BMO Global Consumer Staples Hedged to CAD Index ETF (STPL)
Q: Do you know if there is a consumer staple etf that trades on the TSX?
Q: May I have your thoughts on 2 or 3 defensive ETFs, US preferred, with growth potential that also pay a moderate dividend.
With thanks.
With thanks.
Q: Which of these do you think is a better long term hold considering growth and volatility today?
Q: Axon is down over 7% today. Any reason for the drop and would you recommend hoding on to the stock. Any comments you have on the company would be appreciated. Thank You.
Q: What Companies or Financial Instruments to you suggest buying in preparing for the event of a Major correction ?... - I know long term planning/holding will average things out with certain holdings... But...
- I'm basically asking for your thoughts to protect a portfolio in the event of a Major correction, without having to wait 3-4 years for things to bounce or grow back...
- Please Suggest An Insurance Policy or Ideas ( Stocks or Investment Instruments) of sorts to invest in...Other than a diversified portfolio...
- I know Insurance costs money, But what do you feel are good investments for risk at this point to protect our money and investments?
Thanks,
M
- I'm basically asking for your thoughts to protect a portfolio in the event of a Major correction, without having to wait 3-4 years for things to bounce or grow back...
- Please Suggest An Insurance Policy or Ideas ( Stocks or Investment Instruments) of sorts to invest in...Other than a diversified portfolio...
- I know Insurance costs money, But what do you feel are good investments for risk at this point to protect our money and investments?
Thanks,
M
Q: The total portfolio holds both AVGO (2.88% of total portfolio) and NVDA (3.20%) and both are in the sub-industry of "semiconductors". AVGO is considered to be analog semiconductor devices and MVDA is considered to be marketing graphic mobile processes. My question is are these two stocks substantially different that both should be held or not? Also what is the maximum weight to be held for AVGO?
.....Many thanks for your insights.....Tom
.....Many thanks for your insights.....Tom
Q: I am considering increasing my half position to a full one for BEP.UN. Could you comment on this company given it's decline. I would like to know its payout ratio (based on cash flow, of course) and if you consider it a buy/sell/hold at the moment. Also, do you see any potential headwinds for it in the future?
Any insights are appreciated!
Thanks!
Paul
Any insights are appreciated!
Thanks!
Paul
Q: Hotel REITs. Are there any either US or Canada or exNA that you would consider investable for a balanced non-reg account?