Q: Greetings, can you suggest a handful of Canadian names (not financials) that you would consider to have a “margin of safety” right now? I know value ideas aren’t necessarily your investing style, but I don’t want any more money sitting on the sidelines while “waiting for the other shoe to drop”, so looking for something steady with a reasonable dividend that might offer some downside protection. Thank you.
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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: I own WELL and like its potential. One comment over the past few quarters that I've heard by analysts is that stock based compensation (SBC) keeps increasing and is concerning. For its growth profile, is WELL's SBC a concern to you guys? Obviously getting heavily diluted impacts us shareholders. Just wondering at what level this becomes a red flag. Thx
- Micron Technology Inc. (MU)
- Pure Storage Inc. Class A (PSTG)
- Super Micro Computer Inc. (SMCI)
- Dell Technologies Inc. Class C (DELL)
- Vertiv Holdings LLC Class A (VRT)
Q: AI is expected to increase data generation requiring "massive increases in bandwidth" [BAC] to transmit that data. Which companies are investable to provide the equipment to handle the data increase. What target buy prices would you advise. Please rank your top 3 ?
Q: Good morning all
TVE has been rising nicely. Do you still see this as a buy, if not is there another oil/energy company you would recommend for growth.
TVE has been rising nicely. Do you still see this as a buy, if not is there another oil/energy company you would recommend for growth.
Q: Good day your thoughts on SNOW at this current level?
Q: Greetings:
Yesterday, March 25 you gave a good rundown on Tve in answer to a question from Norwood. I bought 1850 shares on March 7, 2023 @ 4.11. The reports by 5i and others at that time were very encouraging, as they are today. It went down and stayed there all year, until very recently. It is cheap compared to some other oil names-- Agree or no?. I am interested in buying more but need your opinion. The other very important matter is from Ink Research who today reports that there is a short squeeze on TVE. Could you please provide the % of shorts? Doesn't it seem odd that there would be a short squeeze. ? If you agree, would it be better to wait until it settles down? I await your valued input. With thanks, Ben.
Yesterday, March 25 you gave a good rundown on Tve in answer to a question from Norwood. I bought 1850 shares on March 7, 2023 @ 4.11. The reports by 5i and others at that time were very encouraging, as they are today. It went down and stayed there all year, until very recently. It is cheap compared to some other oil names-- Agree or no?. I am interested in buying more but need your opinion. The other very important matter is from Ink Research who today reports that there is a short squeeze on TVE. Could you please provide the % of shorts? Doesn't it seem odd that there would be a short squeeze. ? If you agree, would it be better to wait until it settles down? I await your valued input. With thanks, Ben.
- NextEra Energy Inc. (NEE)
- Tesla Inc. (TSLA)
- Plug Power Inc. (PLUG)
- ABB Ltd. (ABBNY)
- Fluence Energy Inc. (FLNC)
- Energy Vault Holdings Inc. (NRGV)
Q: Hi Folks,
My understanding of Ai is that it requires or will require a lot of energy and storage. Am I correct in stating that? Can you provide me with a few names in each category that you feel would be a good buy today for a long term hold.
Thanks
My understanding of Ai is that it requires or will require a lot of energy and storage. Am I correct in stating that? Can you provide me with a few names in each category that you feel would be a good buy today for a long term hold.
Thanks
Q: Regarding Sheldon's question about the drop in GSY on March 25th, a consumer credit lender, CURO Group Holdings, filed for bankruptcy today. There are more details in the press release. CURO now trades for 7 cents, down from $20 two and a half years ago, so it's been a long slide into insolvency, the opposite of GSY, but it makes some people nervous enough to sell.
Q: What is a good exit point on paypal, do you see it going up much more?
Q: I am selling BCE for tax purposes and possibly buying it back after 30 days. What would be some possible good replacements in a taxable account for tax efficient income. Healthy, relatively high and safe eligible dividend more important than growth. Irregardless of sector. Stock or etf.
Thank you.
Thank you.
Q: Any reason for the big drop in GSY today?
Sheldon
Sheldon
Q: Hi,
NPI stock is down almost 10% today on the following news "NPI announced a CEO transition, with CEO Mike Crawley stepping down and chair of the board of directors John Brace moving into the role of interim CEO."
It seems that some investors are not happy with that move... Since it is supposed to be a "transition move" I do not understand the market reaction that seems exagerated...
First question: Am I missing something?
Second question: With what we know now at what price would you feel that NPI is a real bargain?
Thank you
Michel
NPI stock is down almost 10% today on the following news "NPI announced a CEO transition, with CEO Mike Crawley stepping down and chair of the board of directors John Brace moving into the role of interim CEO."
It seems that some investors are not happy with that move... Since it is supposed to be a "transition move" I do not understand the market reaction that seems exagerated...
First question: Am I missing something?
Second question: With what we know now at what price would you feel that NPI is a real bargain?
Thank you
Michel
- Badger Infrastructure Solutions Ltd. (BDGI)
- Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: I hold a 2% position of BDGI in a non registered account and considering it has had a decent run lately and reached 5i price target would it be a good trade to sell and buy into BIPC and or BEPC. I already have about a 2% position in BIPC and 1% in BIPC and collectively have about 9.4% position in the Brookfield group of companies (BAM -2.15%, BN - 4.3% BIPC -2% and BEPC -1%). I am thinking that lower interest rates would be favourable and the dividends are a good bonus. Your insight would greatly appreciated.
Francisco
Francisco
Q: What are your thoughts on Tidewater as an investment? Momentum and financials seem to be improving over the last 3 years.
Q: Hi 5i Team,
I know you like SAIA and they have definitely had a formidable run over the last year.
Do you see the current share price as a decent entry point for a 5 year hold?
Is it an expensive stock and would you be buyers today?
Also - do you know if they own their trucks or are they owner/operator?
Thanks so much for all you do!
I know you like SAIA and they have definitely had a formidable run over the last year.
Do you see the current share price as a decent entry point for a 5 year hold?
Is it an expensive stock and would you be buyers today?
Also - do you know if they own their trucks or are they owner/operator?
Thanks so much for all you do!
Q: Would appreciate an analysis of this Oil company after their earnings this week. The price seems stagnant at the $.77-79 range. I own a 3% position and like the dividend.
Look forward to your view.
Thanx Gary
Look forward to your view.
Thanx Gary
Q: What is the business model with Hammond Power. Is this is green energy play and/or electrical green grid. What is the potential with the company in the next 10 years.
Q: Can I buy a U.S. stock in a C$ TFSA or do I have to open a US$ TFSA?
Carl
Carl
Q: Could you comment on a bit downturn and on results
- Sun Life Financial Inc. (SLF)
- Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH)
- Intact Financial Corporation (IFC)
- goeasy Ltd. (GSY)
- Olympia Financial Group Inc. (OLY)
- Propel Holdings Inc. (PRL)
Q: In an earlier response to Olympia Financial Group regarding a 1% interest rate increase/decrease having a 33% increase/decrease on the companies annual earnings you said:
"this sensitivity to interest rates is common for financial companies that earn interest on a large investment holding (such as brokers, insurance) "
Please name 5 Canadian companies more sensitive to interest rates (on earnings) then Olympia Financial Group? I want to track a basket of these stocks.
If you expected rates to be revert to 3-4% for the next 10 years is Olympia still a good investment at these levels today?
"this sensitivity to interest rates is common for financial companies that earn interest on a large investment holding (such as brokers, insurance) "
Please name 5 Canadian companies more sensitive to interest rates (on earnings) then Olympia Financial Group? I want to track a basket of these stocks.
If you expected rates to be revert to 3-4% for the next 10 years is Olympia still a good investment at these levels today?