Q: Can you comment on the bought deal financing. Seems like a lot of dilution. 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: Good Morning, could we please have your comments on the latest and YTD numbers? Thank you.
Q: Hi, looking at a couple of stocks that have had a good run. TVK comes to mind, I now have about a 7%+ position and doubled my money on this stock (thanks for your good work). I know it’s a personal preference but I’m unsure, part of me says let it run, another says sell at least 25% .
Do you have a set rule that you use with higher growth stock? And of course if I sell I have to find something else, or preserve my capital. (A good problem to have).
Do you have a set rule that you use with higher growth stock? And of course if I sell I have to find something else, or preserve my capital. (A good problem to have).
Q: What an all star performer. Up 42% this year. It's also up over 8% today. Why?
Thanks
Sheldon
Thanks
Sheldon
Q: Have I missed the ideal buying opportunity for these guys, even with a long term horizon?
Should I wait for Trump to rattle the tarrif cages again to stimulate a market selloff? At what point do we consider this planned market manipulation (rhetorical question).
What price entry point would you say is a good buying opportunity?
Should I wait for Trump to rattle the tarrif cages again to stimulate a market selloff? At what point do we consider this planned market manipulation (rhetorical question).
What price entry point would you say is a good buying opportunity?
-
CGI Inc. Class A Subordinate Voting Shares (GIB.A)
-
Dollarama Inc. (DOL)
-
Kinaxis Inc. (KXS)
-
goeasy Ltd. (GSY)
-
TerraVest Industries Inc. (TVK)
-
Endeavour Mining plc Ordinary Shares (EDV)
-
Celestica Inc. (CLS)
-
Sun Life Financial Inc. (SLF)
-
MDA Space Ltd. (MDA)
Q: I have some money to invest. Could you please let me know, in order of best stocks to buy.
-
Canadian Natural Resources Limited (CNQ)
-
Loblaw Companies Limited (L)
-
CGI Inc. Class A Subordinate Voting Shares (GIB.A)
-
Constellation Software Inc. (CSU)
-
Tourmaline Oil Corp. (TOU)
-
WSP Global Inc. (WSP)
-
Stella-Jones Inc. (SJ)
-
TerraVest Industries Inc. (TVK)
-
Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: hi 5i. sorry for the number of equities in this. you seem to like all (most?) of these companies. I have none of these in my portfolio, but have been trying to get in at lower prices. can you please rank as buy, sell, or hold. can you flag any that you have more concern with re the uncertain investing markets right now ie any to totally avoid? could you give a price point at which you would be buyers of the equities.
cheers and thanks, Chris
cheers and thanks, Chris
-
Suncor Energy Inc. (SU)
-
Enbridge Inc. (ENB)
-
Canadian Natural Resources Limited (CNQ)
-
Tourmaline Oil Corp. (TOU)
-
Tamarack Valley Energy Ltd. (TVE)
-
TerraVest Industries Inc. (TVK)
Q: These seem to be your favourites in the O&G sector. Which would you buy at this point?
If they not your top two, please add your recommended company or ETF.
Thanks!
If they not your top two, please add your recommended company or ETF.
Thanks!
Q: Could you clarify this recent answer, does this mean you consider these more or less risky than average?
"We would consider PRL a 7/10 on risk and NBIS a 6/10 and TVK also 6/10."
Thanks!
"We would consider PRL a 7/10 on risk and NBIS a 6/10 and TVK also 6/10."
Thanks!
Q: Good morning! After the dust settles will Propel, TeraVest and Nebius still be considered a solid investment for a 10 year hold? Would any of these be classified as a compounder and therefore a buy and forget type of investment? Where would they place on the risk scale with 10 being a high risk?
Thank you for your guidance in these times.
Dan
Thank you for your guidance in these times.
Dan
-
goeasy Ltd. (GSY)
-
TerraVest Industries Inc. (TVK)
-
Lemonade Inc. (LMND)
-
Genius Sports Limited (GENI)
-
Cellebrite DI Ltd. (CLBT)
-
Sportradar Group AG (SRAD)
Q: In current market and given the uncertainty over the next 6 to 12 months, would you be buying small to mid cap stocks or would you wait for uncertainty to settle?
What would be your top 3 Canadian and US small/mid cap names?
Thanks
Tim
What would be your top 3 Canadian and US small/mid cap names?
Thanks
Tim
-
Stantec Inc. (STN)
-
Descartes Systems Group Inc. (The) (DSG)
-
FirstService Corporation (FSV)
-
TMX Group Limited (X)
-
Toromont Industries Ltd. (TIH)
-
goeasy Ltd. (GSY)
-
TerraVest Industries Inc. (TVK)
-
EQB Inc. (EQB)
-
Topicus.com Inc. (TOI)
-
Propel Holdings Inc. (PRL)
Q: What would be your top 10 Canadian stock picks now, maximum market cap $10 billion, long term hold. Thanks.
Q: Hovering around high $140s and into $150s, what would be a good entry for Terravest? thank you
-
Eli Lilly and Company (LLY)
-
Walmart Inc. (WMT)
-
Enbridge Inc. (ENB)
-
Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH)
-
Brookfield Renewable Partners L.P. (BEP.UN)
-
ARC Resources Ltd. (ARX)
-
Tourmaline Oil Corp. (TOU)
-
WSP Global Inc. (WSP)
-
Pan American Silver Corp. (PAAS)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP)
-
goeasy Ltd. (GSY)
-
TerraVest Industries Inc. (TVK)
-
Aritzia Inc. Subordinate Voting Shares (ATZ)
-
WELL Health Technologies Corp. (WELL)
-
Fortis Inc. (FTS)
-
Boyd Group Services Inc. (BYD)
-
VanEck Junior Gold Miners ETF (GDXJ)
-
Ninepoint Energy Income FUnd (NRGI)
-
Brookfield Corporation Class A Limited Voting Shares (BN)
-
Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
-
Costco CDR (CAD Hedged) (COST)
-
Microsoft CDR (CAD Hedged) (MSFT)
-
Alphabet CDR (CAD Hedged) (GOOG)
Q: Hi group i own the above stocks and have some cash to deploy. pick out 10 core holdings c/w with order to buy and entry price. I am in no rush but want the buy list ready for any opportunity that pops up. Thanks for your help
-
WSP Global Inc. (WSP)
-
BRP Inc. Subordinate Voting Shares (DOO)
-
TerraVest Industries Inc. (TVK)
-
Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
-
Lumine Group Inc. (LMN)
Q: In a TFSA, I am down ~30% in both HPS.A and DOO, both of which were smaller positions and now both represent ~0.5% of total equity holdings (so ~1% combined).
If the goal was absolute growth over the long term with a high risk tolerance would you continue to hold or sell at a loss these two securities?
If you were to sell please rank from high to low which of the current securities in the account you would recommend.
If the goal was absolute growth over the long term with a high risk tolerance would you continue to hold or sell at a loss these two securities?
If you were to sell please rank from high to low which of the current securities in the account you would recommend.
Q: Terra Vest is up over 13% today. Any important news?
-
Meta Platforms Inc. (META)
-
Intuitive Surgical Inc. (ISRG)
-
Netflix Inc. (NFLX)
-
Booking Holdings Inc. (BKNG)
-
Salesforce Inc. (CRM)
-
Toronto-Dominion Bank (The) (TD)
-
Canadian Natural Resources Limited (CNQ)
-
Constellation Software Inc. (CSU)
-
Celestica Inc. (CLS)
-
BMO S&P 500 Index ETF (ZSP)
-
TerraVest Industries Inc. (TVK)
-
CrowdStrike Holdings Inc. (CRWD)
-
Topicus.com Inc. (TOI)
-
Propel Holdings Inc. (PRL)
-
Brookfield Corporation Class A Limited Voting Shares (BN)
-
Alphabet CDR (CAD Hedged) (GOOG)
Q: I am getting ready to DCA into these stocks in an unregistered account with higher than average risk profile. According to me, these stocks had a bit of a pullback with possibly more on the way.
In what order would you DCA into the stocks mentioned above? Is there any stock that you think should be excluded from this list?
Thanks
In what order would you DCA into the stocks mentioned above? Is there any stock that you think should be excluded from this list?
Thanks
-
Meta Platforms Inc. (META)
-
NVIDIA Corporation (NVDA)
-
CGI Inc. Class A Subordinate Voting Shares (GIB.A)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP)
-
TerraVest Industries Inc. (TVK)
-
Docebo Inc. (DCBO)
-
Propel Holdings Inc. (PRL)
Q: Any stocks dropping that you feel represent a good buying opportunity? Perhaps something being sold that is an ‘overreaction’ or will look like a good buy in a year or so from now? Thanks
-
Canadian Natural Resources Limited (CNQ)
-
TerraVest Industries Inc. (TVK)
-
Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
Q: Hello 5i
Please give an entry point for each of these stocks and would you buy them today?
Please give an entry point for each of these stocks and would you buy them today?
-
Calibre Mining Corp. (CXB)
-
TerraVest Industries Inc. (TVK)
-
Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
Q: Thanks to you,I've done well with TVK and HPS.A
With the recent drop in their share prices-Would you be comfortable adding here or am I trying to catch a falling knife?
Also what is your opinion of CXB as a Mid tier gold miner? It has had a good run lately,as have most gold stocks.
Thankyou!
With the recent drop in their share prices-Would you be comfortable adding here or am I trying to catch a falling knife?
Also what is your opinion of CXB as a Mid tier gold miner? It has had a good run lately,as have most gold stocks.
Thankyou!