Q: Please comment on how to manage position sizes of portfolio with different equity ETFs. Max / Min weight of individual ETF? Thanks in advance. Your comments are very much appreciated.
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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: Hi there,
MDT seems to be moving up after a long time. Given their financials now and in the future, along with any other considerations, do you think the stock price will continue its rise? Is it undervalued at this point given forecasts for next 12-24 months?
Thanks.
,
MDT seems to be moving up after a long time. Given their financials now and in the future, along with any other considerations, do you think the stock price will continue its rise? Is it undervalued at this point given forecasts for next 12-24 months?
Thanks.
,
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Alphabet Inc. (GOOG $246.23)
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Crocs Inc. (CROX $84.69)
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Parsons Corporation (PSN $85.01)
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Celsius Holdings Inc. (CELH $57.60)
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Genius Sports Limited (GENI $12.23)
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Cellebrite DI Ltd. (CLBT $18.41)
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BlackSky Technology Inc. Class A (BKSY $22.05)
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Sportradar Group AG (SRAD $26.59)
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Nebius Group N.V. (NBIS $114.13)
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TSS Inc. (TSSI $18.83)
Q: Hello Team,
Looking at adding some funds to US stocks I already own, are you able to rank these in order from 1 to 10 based on a 3-4 year hold, I'm not worried about company size or industry. Thanks!
Looking at adding some funds to US stocks I already own, are you able to rank these in order from 1 to 10 based on a 3-4 year hold, I'm not worried about company size or industry. Thanks!
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Athabasca Oil Corporation (ATH $6.75)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $208.60)
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goeasy Ltd. (GSY $169.66)
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TerraVest Industries Inc. (TVK $141.74)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $125.92)
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Zedcor Inc. (ZDC $5.28)
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kneat.com inc. (KSI $5.98)
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Vitalhub Corp. (VHI $11.10)
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WELL Health Technologies Corp. (WELL $5.37)
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Zoomd Technologies Ltd. (ZOMD $2.14)
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Topicus.com Inc. (TOI $149.45)
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Tantalus Systems Holding Inc. (GRID $3.65)
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Propel Holdings Inc. (PRL $29.32)
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Lumine Group Inc. (LMN $41.78)
Q: Hello Team,
Looking at adding some funds to CAN stocks I already own, are you able to rank these in order from 1 to 14 based on a 3-4 year hold, I'm not worried about company size or industry. Thanks!
Looking at adding some funds to CAN stocks I already own, are you able to rank these in order from 1 to 14 based on a 3-4 year hold, I'm not worried about company size or industry. Thanks!
Q: Hi! Would you buy HD and SYK today? What do you think their growth prospects are over the next 5 years? Thanks so much.
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Applied Materials Inc. (AMAT $216.02)
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Morgan Stanley (MS $157.55)
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Thermo Fisher Scientific Inc (TMO $528.21)
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Fortinet Inc. (FTNT $84.66)
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Crocs Inc. (CROX $84.69)
Q: I have the above listed US Stocks in my portfolio. Please rate each one as Buy, Hold or Sell, and the reasons for your rating.
Q: I just want to add the comment that I think the blog post summarizing the CSU call was very informative and very well written. Thank you.
Q: Greetings 5i team,
I noticed a question today asked by Tim concerning GSY and what a target price to enter a position would be. I added some shares today at about $179, which was above your suggested entry price of $170 but this purchase only raised my average cost / share to a little more than $160. In addition to the entry price, do you think that this is a good way to view such a purchase as well?
Thank you
SP
I noticed a question today asked by Tim concerning GSY and what a target price to enter a position would be. I added some shares today at about $179, which was above your suggested entry price of $170 but this purchase only raised my average cost / share to a little more than $160. In addition to the entry price, do you think that this is a good way to view such a purchase as well?
Thank you
SP
Q: May I have you opinion of the future of Fiserv given the pending lawsuit, price decline recently and its sector of the economy?
With appreciation,
Ed
With appreciation,
Ed
Q: Can you please provide an updated assessment on Alibaba, and whether your sentiment has changed vs your answer in Nov 2024? Buy Sell or Hold? Thank you.
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $125.92)
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Kraken Robotics Inc. (PNG $4.55)
Q: Hi guys,
Would you sell HPS.A for PNG?
Thanks,
Jim
Would you sell HPS.A for PNG?
Thanks,
Jim
Q: I'm thinking of selling my SHLD ETF for a more concentrated defence/areospace tilt and buying either RYCEY (Rolls Royce) or HWM? the beta of HWM concerns me though?
What do you advise? I already own GE.
What do you advise? I already own GE.
Q: Can you tell about these companies and whether one is better than the other? Will they participate in the increasing demand for energy in North America?
Q: I don't really like either takeover option and would rather Meg continue to operate standalone. Is this a realistic option and how can I best express this?
Q: What are your thought on the take private offer, It seems like another low ball offer considering where it used to trade at . Probably a good offer for for the insiders!
Q: Hi 5i
Any thoughts on Amer Sports? They own the very successful Arcteryx clothing line as well as many other sports related businesses. At about $35, was $42 not long ago. Chip Wilson recently sold $160 million but still has 18% through his holding company. He appears to be raising cash (any idea for what?). The stock has tripled since IPO about 2 years ago. Your thoughts? How would it compare to another of your great calls, Aritzia?
Thanks, Greg
Any thoughts on Amer Sports? They own the very successful Arcteryx clothing line as well as many other sports related businesses. At about $35, was $42 not long ago. Chip Wilson recently sold $160 million but still has 18% through his holding company. He appears to be raising cash (any idea for what?). The stock has tripled since IPO about 2 years ago. Your thoughts? How would it compare to another of your great calls, Aritzia?
Thanks, Greg
Q: Can you provide thoughts on the iShares MSCI Emerging Markets Value Factor ETF (EVLU) as a long term investment in the current high valuation environment?
I’m seeing a 3% 30day yield, 10.7 P/E, and 0.35 fee.
If in your response you say it’s too new (less than a year) or too small (10m AUM), please remind me why those things matter and how you’d weigh them for an investment that is otherwise attractive.
I’m seeing a 3% 30day yield, 10.7 P/E, and 0.35 fee.
If in your response you say it’s too new (less than a year) or too small (10m AUM), please remind me why those things matter and how you’d weigh them for an investment that is otherwise attractive.
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Vanguard Canadian Aggregate Bond Index ETF (VAB $23.20)
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iShares Core U.S. Aggregate Bond ETF (AGG $100.16)
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SPDR Bloomberg 1-3 Month T-Bill ETF (BIL $91.46)
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Global X High Interest Savings ETF (CASH $50.00)
Q: Saw a headline regarding the big outflow from MM funds into bond funds, can you confirm this, if so explain the reason and provide your favorite bond funds for parking cash?
Q: With copper doing quite good and these guys for such a good name as a Large Cap producer,just seem to keep walking around into sharp objects,now with this mudslide (terrible tragedy hope there’s no more fatalities)the copper is still there do you think this a buying opportunity and I could add to my position or hold on ….
Q: In my RIF and TFSA accounts I way overweight BNS, which has performed splendidly, not to mention its attractive dividend. Looking to spread some of the market risk to TD but I'm leery of the other banks as they appear way overpriced by comparison. As an income investor, should I shift to ENB, FTS, EMA for more safety?