Q: I was just looking at VBNK. The company's performance data looks extremely compelling, And also company insider buying is extensive ; more than what I ever recall seeing on any of the companies I follow. Could you please provide me with an analysis of the investment merits of the company. Also could you compare this company for potential purchase with EQB. What would be your preference, or would a position in both be advisable? 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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Accenture plc Class A (Ireland) (ACN)
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Fortinet Inc. (FTNT)
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Palo Alto Networks Inc. (PANW)
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Zscaler Inc. (ZS)
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FTI Consulting Inc. (FCN)
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Booz Allen Hamilton Holding Corporation (BAH)
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CrowdStrike Holdings Inc. (CRWD)
Q: Digital Currency
With the long-rumored conversion of US currency to digital format, and presumably Canadian followup, what types of companies will most profit from these changes and what specific recommendations do you have? Are there any overall structural changes to handling a portfolio that you suggest?
Thanks for your ongoing great service.
With the long-rumored conversion of US currency to digital format, and presumably Canadian followup, what types of companies will most profit from these changes and what specific recommendations do you have? Are there any overall structural changes to handling a portfolio that you suggest?
Thanks for your ongoing great service.
Q: Hi team,
Otex seems to have found support around the 200 day, is trading at approximately 8pe and has a +2% dividend.
Is there anything to like about this name and if so, when would you step in?
Otex seems to have found support around the 200 day, is trading at approximately 8pe and has a +2% dividend.
Is there anything to like about this name and if so, when would you step in?
Q: Hello,
Would Zoetis be a stock that you would recommend and if yes what would you suggest for an entry price?
Would Zoetis be a stock that you would recommend and if yes what would you suggest for an entry price?
Q: I have read through your Macro Market Model information you forwarded yesterday and find it somewhat confussing.
I am subcribed to your Portfolio Analytics but when I go to the bottom of your How to Utilize it and where it says Free Report Download and click on it here is what I get,
Uh oh! We've encountered an error!
"The action you have requested could not be processed. Perhaps you have followed an incomplete link, or are using an old bookmark"?
I am not sure what this means?
If I also go to the Portfolio Analytics There is nothing there that makes reference to the "Macro Market Models".
Can you please clarify ! Thanks.
I am subcribed to your Portfolio Analytics but when I go to the bottom of your How to Utilize it and where it says Free Report Download and click on it here is what I get,
Uh oh! We've encountered an error!
"The action you have requested could not be processed. Perhaps you have followed an incomplete link, or are using an old bookmark"?
I am not sure what this means?
If I also go to the Portfolio Analytics There is nothing there that makes reference to the "Macro Market Models".
Can you please clarify ! Thanks.
Q: Will the Macro Market Models webinar be recorded so we can watch it later? If so do we need to register to get the recording?
Q: Hi - do you have a preference between these two drug distribution companies? If you would avoid both at this time, then that's fine too!
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Apple Inc. (AAPL)
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Amazon.com Inc. (AMZN)
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Tesla Inc. (TSLA)
Q: Having very little in technology in a pf and limited new funds are mag7 cdr’s a reasonable means of entering the sector?
If so what would be a reasonable buy point for each
If so what would be a reasonable buy point for each
Q: Can you please tell me your opinion of Sagicor. It is thinly traded for a company of this size. It was recommended in a Globe article as a good dividend payer with low PE, etc. There is not much forum commentary on this company within 5i, or other stock forum's for example. I would appreciate your insight. Thank you.
Q: Any new thoughts on SIMO, buy, sell or hold?
Q: Can you comment on London listed Judges Scientific .Valuation and outlook….thx
Q: Up to mid 2019, this stock was cruising on a gradual increase, then it doubled over the next 18 months. Now, some 38 months later, it is approaching where it was before it's 18 month growth spurt. I believe that you said the stock benefitted from increased interest in green energy, and that now that interest has waned. Would there be any more to describe the drop of some 42% over the past 3 years? Do you think the 6.3% dividend will be cut again? Thank you very much for your valuable perspective.
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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The Trade Desk Inc. (TTD)
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illumin Holdings Inc. (ILLM)
Q: Hi 5i, and would welcome your review of the Quarterly results from illumin Holdings. Do you see any red flags or concerns with the recent performance and future business prospects conveyed? At a past point in time they had a large cash cushion that presumably provided a floor for the stock price, hence can you please comment on how they're using that cash recently. All things considered, do you see any rays of sunshine, and could you consider it a hold or a little better?
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Celestica Inc. (CLS)
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TerraVest Industries Inc. (TVK)
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EQB Inc. (EQB)
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Decisive Dividend Corporation (DE)
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Payfare Inc. Class A Common Shares (PAY)
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ADF Group Inc. Subordinate Voting Shares (DRX)
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Topicus.com Inc. (TOI)
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Lumine Group Inc. (LMN)
Q: These stocks have had some very nice gains over the last few months. CLS, DE, DRX, EQB, LMN, PAY, TOI, TVK. If you held a partial position in these and wanted to add to the position to create a full position, which ones would you just buy at the current market price despite big run up? Are there some that you would try to buy at a somewhat lower price? If so, what price would you use?
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Toronto-Dominion Bank (The) (TD)
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Bank of Nova Scotia (The) (BNS)
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Enbridge Inc. (ENB)
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Sun Life Financial Inc. (SLF)
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Brookfield Infrastructure Partners L.P. (BIP.UN)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: For capital appreciation over a 5 year period - Which 2 or 3 of the listed stocks would you choose.
Thanks
Thanks
Q: Just wondering what you think of the latest results
Q: PFE share price is at a low for the past 10 years. It has a low PE with an attractive dividend that pays while you wait. Is the growth profile really that bad that it should be falling out of bed? My suspicion is that in reverting to the mean following the Covid revenue burst the market has overshot and it is unduly punishing the stock. This would represent an excellent buying opportunity, no?
Q: I have some US cash I want to park but do not want to be tied into a term deposit. I have read recently about cash management etfs. Can you recommend these and if yes then which ones? What yield would one expect? David
Q: Considering a switch from WCN waste connections to GFL as WCN has run up significantly; comments please.
Q: I would appreciate your opinion on the use of covered call ETF's for income oriented investors. There seems to be a lot of advocates for this Passive Income Investing strategy for the higher than normal yields being generated but I just wonder, when something seems too good to be true, it often is. Maybe you have answered or have an opinion elsewhere. Is your view the same in registered/non-registered accounts.