Investment Q&A

Q: Hi team,

This is more of a second order question - so nvda is clearly doing very well, where could we look for benefit on the supplier side, ie. the inputs for what they need for the AI?

Q: Everyone, what is your concerns with the large cap technology sector today and for the next six months. Clayton

Q: I own goeasy and am thinking of selling it and buying google what do you think of this.

Q: Hi, Your feedback about DTC please.

Q: What would be your top 5 or 6 large cap growth opportunities at this time? U.S. or Canada

Thx

Q: hi folks:

can i have a summary of this company as to it's potential for a long term buy

good bad or indifferent?

and, also, who would be similar companies in the same biz

thanks

Q: Couple weeks ago I asked about CYBR ETF. You thought I meant Cyberarc Software. Thought the ETF would be doing much better than what it is. Worth hanging onto?

Q: An analyst on BNN said today that he feels Stantec's share price could double in the next 5 years, as they do a lot of business in the USA, which is spending a lot on infrastructure improvements, which should benefit Stantec. He felt their headcount in 5 years could be roughly where WSP Global's headcount is now, with some of the growth coming from acquisitions. Wondering what you think of Stantec's growth potential over the next 5 years, and also about their debt levels. Looking at the balance sheet, the debt to cash flow looks a little high.

Q: Re your answer to Adam on APPS.

Throw the towel in and buy what instead?

Thanks


Sheldon

Q: Good evening 5i.

The Marketbeat site indicates dividend increases for these companies (amongst others) during the month of May. I do not see the same increases on the 5i Dividend Updates page. Is Marketbeat correct?

Thanks

Q: With major concerns over Canadian mortgage debt, how stable are the major banks to mortgage defaults? How will they be able to withstand such losses?

Q: Hi, There has been recent commentary and reports from analysts that trucking sector is witnessing a slowdown and getting hurt with lower rates. They also say that these headwinds may persist for at least later half of this year. ( or longer, depending upon, how recession scenario plays out ). Recent results from companies in the sector has only confirmed this.

Specific to TFI, analysts have commented that the discount is already reflected in the current valuation and M&A will likely offset the slowdown impact to certain extent, over time. However, consensus is that any near term recovery is unlikely.

We have a small <1% position in TFII and were contemplating to eliminate it and use the funds to add to existing 1% position in CP or to further add to ATS { better momentum and visibility ).

What are your thoughts ?

Thank You

Thank You

Q: Early last week I asked a question about NXR.UN. Still I have not received any answer. My question was about your insight about this company, latest results etc. Does the cash flow cover the dividend. There was a similar delay about my question on FCD.UN two weeks ago.
Thanks for your insight

Q: We have a well-diversified portfolio with 40+ securities (11 small/mid caps presently under 1% of portfolio). Is Nvidia a corporation YOU would let run up to 6-7% of your protfolio?

Thanks to your good advice we have many excellent stocks with the only clinkers due to my own buying exuberance or holding securities too long.

Q: Why are you advising members to do with APPS after the abysmal ER and 40% drop this morning. Anyone holding since better days are down 60 to 90% on the name. Thx

Q: I still own SYZ and have a 1.6% weight and would you see this as a buy if I wanted to increase my weight? If I choose to sell what tech stock would you replace this with?
Thanks

Q: Hi,

Is this a good time to add to TVE and do you see them increasing their dividend this year?

Thanks,

John

Q: For a RRIF withdrawal, I'm thinking of switching either FSZ, NWH or BTO (all of which are down) to a TFSA .

Which of these do you think has more upside potential?

Q: What order would you sell these.First to last.Thanks.

Q: Financials RY in particular seem to be "down" this past week, is there a reason why?

seems to me that all of the american banking issues are old news or am I not understanding the bigger picture ?

your insight and macro interpretation for my learning please

thanks

Ernie