Q: After acquiring MMX last year what is the earnings growth outlook for TFPM? They seem to have a lot of non-producing streams/royalties, how many of these projects are expected to be producing assets in the next decade? Would 5i consider it a buy at current price levels or would you prefer a more senior royalty play like FNV?
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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: Just a comment on how 5i will answer a question to a client who will say they are down 40% on a stock that at one time was recommended by 5i , but 5i will say that the stock is up say 15% this year, it still does not make the stock a winner or make it a stock to hold. Nobody gets this market right all the time, and sometimes i feel that 5i should say get the heck out of this stock, Just like Cramer on CNBC.
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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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Booking Holdings Inc. (BKNG)
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United Rentals Inc. (URI)
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TFI International Inc. (TFII)
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Axon Enterprise Inc. (AXON)
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CrowdStrike Holdings Inc. (CRWD)
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Vertiv Holdings LLC Class A (VRT)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: This question has been asked many different ways and times. I am looking for 10 of your highest conviction, long term growth [5-10years] stocks - Canada or US, any sector - with target entry prices and short blurb on what distinguishes them.
Q: Hi 5i,
Do you know of a good Nasdaq Equal Weight ETF in Canada or do you have to invest in the US. If US, can I get your recommendation.
Thanks
John
Do you know of a good Nasdaq Equal Weight ETF in Canada or do you have to invest in the US. If US, can I get your recommendation.
Thanks
John
Q: Do you have a favorite silver miner? Would you go with a miner or buy physical silver.
I was considering PAAS but they seem to generate a significant portion of revenue from gold. Thanks.
I was considering PAAS but they seem to generate a significant portion of revenue from gold. Thanks.
Q: Do you have a recommendation for a long term high quality US bond ETF?
Q: This holding has been a disappointment for me. I bought it when oil prices (west texas) were in the seventy dollar range and it dropped even as oil prices spiked into the eighties. Would you dump and move on? It's in a TFSA account.
Q: Good Morning
4 bank stocks
Royal, TD, BNS, and CIBC
Which one would you get rid of, and why?
Thank .you
4 bank stocks
Royal, TD, BNS, and CIBC
Which one would you get rid of, and why?
Thank .you
Q: What are your recent thoughts on Flow? They seem to have good distribution through Starbucks and often seem to be on stage with any speaker at any given conference. Which looks impressive but is there too much debt and no profit?
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iShares Core S&P/TSX Capped Composite Index ETF (XIC)
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Vanguard S&P 500 Index ETF (VFV)
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INVESCO QQQ Trust (QQQ)
Q: My daughter is invested in just these three ETFs. With a 40-40-20 percent weighting. The reasoning was diversification, growth and safety. YTD she is up 20% but the laggard seems to be the one based on the TSX. Can you make any suggestions concerning this strategy? Thank you!
Q: What are your thoughts long term on oil. The bulls have recently been taking it on the chin. Will they eventually be right? A lot of money will be made if they are. Other than utilities like Enbridge and TC I have no direct exposure.
Thx
Thx
Q: I have been in and out of CSU a few times times the years (I should not have sold). What are the major risks that could face Constellation? I am looking at a buy and hold for 10 years. Thanks
Q: Current thoughts on Metc? Level of debt? Insider ownership?
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AbbVie Inc. (ABBV)
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JPMorgan Chase & Co. (JPM)
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ONEOK Inc. (OKE)
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Procter & Gamble Company (The) (PG)
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Prudential Financial Inc. (PRU)
Q: I have $40K US to redeploy I would open 3-4 positions in an unregistered account. My thoughts go to blue chip dividend payers and nothing commodity based that I can let grow for 3-5 years. I do hold the following in this account: GOOG,AMZN,AAPL,CELH,ISRG MSFT,SYK . Your input is much appreciated. David
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Real Matters Inc. (REAL)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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EvokAI Creative Labs Inc. (OKAI)
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illumin Holdings Inc. (ILLM)
Q: Like most I have some options("dogs")for tax loss selling.
In which order would you sell the above? and I assume you would not buy any of them back at this point in time?
Thanks,
Terry
In which order would you sell the above? and I assume you would not buy any of them back at this point in time?
Thanks,
Terry
Q: hi. I see BEPC with a P/E of around 3 on certain websites, and not listed on one other? what do you have for a P/E on it? further, what metrics do you use to value BEPC, and today is it expensive, cheap, or average in regards valuation based on metrics you would use? cheers, Chris
Q: January small cap bounce. Can you suggest your favorite US ETF and Canadian ETF for a bounce this January? Dividends are not important.
Much thanks for all your doing
Much thanks for all your doing
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Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: While I am primarily a growth investor and I currently hold BN, I am attracted by the higher USD dividend offered by BIPC and am considering a switch. Which company do you think will have the best overall return over the long run for an investment in an unregistered account?
Q: Would you support a swap from ECN to CLS today for an investor looking to improve growth positioning?
Q: What makes the management call on LMN different than management calls that didn't work out as we hoped?