Q: Can you please comment on another drop on TTD today. Any news or thesis for this drop? What is your current stance on this stock and is it one to hold onto or do you have strong convinction ideas? I have nice gains on it since first recommendations from 5i in the pandemic so am ok with moving onto better ideas if you had some to suggest. Thanks so much!
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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: Do you know what's driving PNG volume and price today? Thanks
Q: A large shareholder, OneMove capital is not happy with the chair. They are vocal about changing the board. What advice would you have here for shareholder?
Q: Your thoughts on their earnings and guidance please? Is the drop today overdone? Analysts downgrading but still seeing significant upside. I know your approach is often to let shares settle so my question is whether today's news has changed the story (not investable) or if expectations were so high that a still good business/investment is being punished disproportionately
Q: Would you consider Nebius a good long term investment or short term?
Should I hold or take some profit?
Thanks
Should I hold or take some profit?
Thanks
Q: Hello 5i,
In a US $ account, I hold AEM, TRI FSV WCN and BIPC. I just checked my RBC direct investing account and the dividends for BIPC and WCN are off (a bit). As far as you are aware, should i be receiving the full dividend without conversion nicks?
Also, on the 5i site I used to be able find the USD beside the dividend listed for the companies I track that pay divies in USD. That is currently not the case for the full set. Has your data source changed? Or perhaps the policies at the companies changed?
TIA!
In a US $ account, I hold AEM, TRI FSV WCN and BIPC. I just checked my RBC direct investing account and the dividends for BIPC and WCN are off (a bit). As far as you are aware, should i be receiving the full dividend without conversion nicks?
Also, on the 5i site I used to be able find the USD beside the dividend listed for the companies I track that pay divies in USD. That is currently not the case for the full set. Has your data source changed? Or perhaps the policies at the companies changed?
TIA!
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Intact Financial Corporation (IFC $271.58)
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goeasy Ltd. (GSY $204.51)
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EQB Inc. (EQB $93.05)
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Propel Holdings Inc. (PRL $34.89)
Q: If I were to sell EQB which stock would you buy to replace this one ? Currently own TD and X.
Thanks
Thanks
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Galaxy Digital Inc. Class A common stock (GLXY $45.38)
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Applovin Corporation (APP $649.59)
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Robinhood Markets Inc. (HOOD $124.78)
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BlackSky Technology Inc. Class A (BKSY $20.99)
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Rubrik Inc. Class A (RBRK $80.23)
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Rocket Lab Corporation (RKLB $47.79)
Q: Dear 5i
Out of the above listed stocks , what would be your order of preference in a margin account and a TFSA account . By preference i mean level of earnings and quality of company ?
Also would you add any of these names to an RRSP , assuming an otherwise balanced portfolio , or perhaps consider CLS , Nebius or SRAD instead ?
Thanks
Bill C
Out of the above listed stocks , what would be your order of preference in a margin account and a TFSA account . By preference i mean level of earnings and quality of company ?
Also would you add any of these names to an RRSP , assuming an otherwise balanced portfolio , or perhaps consider CLS , Nebius or SRAD instead ?
Thanks
Bill C
Q: Hi 5i!
Respecting these are two very different companies, do you feel they both have a strong growth story ahead and are a compelling buy today?
Do you prefer one over the other?
Thanks for all you do! Your guidance has been appreciated over the years!
Respecting these are two very different companies, do you feel they both have a strong growth story ahead and are a compelling buy today?
Do you prefer one over the other?
Thanks for all you do! Your guidance has been appreciated over the years!
Q: Comments please on the quarter from GRGD. Would you be a buyer here?
Thanks for your great work.
Rob
Thanks for your great work.
Rob
Q: Your thoughts, please, on replacing a current holding of SBUX with BROS based on recent performance and potential future growth advantages of the latter. Thanks.
Q: In reply to Patrik's question about whether he should hang on to ENGH, you said there was not a lot to get excited about here. However, I am excited about ENGH and bought more on Friday's sell-off. Here's why:
1) $5 a share in cash on the balance sheet, with no debt
2) Forward P/E ratio of less than 10 if you deduct this cash from Friday's closing share price
3) Utility-like 5.7% dividend yield while you wait for a turnaround.
I agree that there is a lot of uncertainty as to whether or not ENGH can return to growth, but I would argue that investors looking for income should by buying ENGH at current prices. If growth does return, the stock will pop.
Could you not get just a little bit excited?
1) $5 a share in cash on the balance sheet, with no debt
2) Forward P/E ratio of less than 10 if you deduct this cash from Friday's closing share price
3) Utility-like 5.7% dividend yield while you wait for a turnaround.
I agree that there is a lot of uncertainty as to whether or not ENGH can return to growth, but I would argue that investors looking for income should by buying ENGH at current prices. If growth does return, the stock will pop.
Could you not get just a little bit excited?
Q: It is a general rule that the day a stock goes ex-dividend there is a corresponding drop in the stock price .....Could 5i tell me the movement of GDXY the day it went ex-dividend for the last four dividend payments ? I didn't notice any movement myself that I could attribute to the security going ex-dividend but I wasn't watching closely ..... Also if there was movement what was the average recovery time for the ETF to return to the pre ex-dividend price or better ? Please tie your calculations to a corresponding rise or drop of the price of gold at the time of the events ? .... Thanks for your terrific service ! .....
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Hammond Manufacturing Company Limited Class A Subordinate Voting Shares (HMM.A $9.33)
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Mitek Systems Inc. (MITK $10.19)
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UiPath Inc. Class A (PATH $11.87)
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Tidewater Renewables Ltd. (LCFS $4.90)
Q: Long term member and very happy with your expertise .4 questions today:
LCFS Down 74% from my purchase price. Worth holding or sell ?
HMMA down 20%. Same question.
PATH down 36%. Same question.
MITK down 48%. Same question.
LCFS Down 74% from my purchase price. Worth holding or sell ?
HMMA down 20%. Same question.
PATH down 36%. Same question.
MITK down 48%. Same question.
Q: Please give your opinion on the takeover with Strathcona's improved offer. Thanks.
Q: Hi 5i Team;
It is my understanding that WRLG.CA recently began production at their mine(s)? Would you please give your opinion about West Red Lake Gold's current situation, as well as future prospects, regarding their Gold mine(s)?
It is my understanding that WRLG.CA recently began production at their mine(s)? Would you please give your opinion about West Red Lake Gold's current situation, as well as future prospects, regarding their Gold mine(s)?
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BMO S&P 500 Index ETF (ZSP $100.69)
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iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $39.78)
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Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $40.86)
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Vanguard FTSE Global All Cap ex Canada Index ETF (VXC $72.32)
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Vanguard Dividend Appreciation FTF (VIG $216.09)
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SPDR S&P 500 ETF Trust (SPY $663.70)
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Vanguard Total International Stock (VXUS $73.12)
Q: I will be simplifying my RRSP portfolio whereby it will be mainly comprised of ETF's that can give growth as well as income that i can use to draw on when RRSP are converted to RRIF.
Can you provide me ETF's / Index funds suggestions for:
S& P 500 index
Global large cap index ex USA
Dividend appreciation index ( large cap) for Canada and US
Thank you
Can you provide me ETF's / Index funds suggestions for:
S& P 500 index
Global large cap index ex USA
Dividend appreciation index ( large cap) for Canada and US
Thank you
Q: Can you go over recent results and how they have done over past several Q's /years?
Would you consider it a buy at this time? Thank you.
Would you consider it a buy at this time? Thank you.
Q: Good morning. I currently have a small postion in VMET. They have news this morning on upgrading their US and Canada Listings. What is 5i's view of VMET today? Thanks.
Q: Do you know what % of the companies sales come from Costco? I understand they are finished a $1B capital spend having expanded production facilities in the US. I know they are on the cusp of large anticipated cash flow increases from the expansion. Will producing there largely shield them from tariffs? Would you buy it now? What are the risks? Debt? Thank you.