Q: Hi Peter,
Please comment of CLS earnign expections and is it buy/hold?
Please comment of CLS earnign expections and is it buy/hold?
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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: Another question, thought on Constellation. I have held this stock for many years and of course have done very well but my patience is running thin. Don't you think that management owes its shareholders something rather than not releasing any information. remaining quiet was fine when the stock was increasing double digits per year but now how about making a statement rather than silence that keeps the shareholders guessing. My thoughts. Wouldn't you think the large shareholders would want and deserve some answers.
Q: Hello
I wrote to CSU's investors relations asking them if they would be considering to start buying AI companies and he answered the following.
We have hundreds of AI initiatives taking place across CSI today and have very senior individuals spending a lot of time and effort ensuring we are not being complacent. We plan on presenting more on Ai at our AGM in May. I don’t think we need to change our acquisition strategy to stay relevant. Thanks.
I wrote to CSU's investors relations asking them if they would be considering to start buying AI companies and he answered the following.
We have hundreds of AI initiatives taking place across CSI today and have very senior individuals spending a lot of time and effort ensuring we are not being complacent. We plan on presenting more on Ai at our AGM in May. I don’t think we need to change our acquisition strategy to stay relevant. Thanks.
Q: Firefly has been on a rip since April 2025. Do you have any thoughts on it? Do you think their Aussie management team will turn their old assets into winners in the next 5-10 years?
Q: To what extent do you believe in the 'commodity supercycle' theory?
Do you expect gold to maintain its current levels, or perhaps surge further, due to the over-expansion of the money supply ?
Do you expect gold to maintain its current levels, or perhaps surge further, due to the over-expansion of the money supply ?
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iShares S&P/TSX Canadian Preferred Share Index ETF (CPD $13.79)
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BMO Covered Call Canadian Banks ETF (ZWB $25.90)
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BMO Covered Call Utilities ETF (ZWU $11.49)
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iShares Convertible Bond Index ETF (CVD $18.38)
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BMO Canadian High Dividend Covered Call ETF (ZWC $21.23)
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Mackenzie Floating Rate Income ETF (MFT $15.68)
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Harvest Tech Achievers Growth & Income ETF (HTA $18.59)
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Global X Canadian Oil and Gas Equity Covered Call ETF (ENCC $11.30)
Q: Hello 5i team,
In several recent reports you recommended selling the full position in CPD, noting “better opportunities.” I also noticed that CVD and MFT were removed from your model portfolios earlier.
Given this shift away from preferred-share ETFs, do you think a combination of ZWU, ENCC, ZWB, and HTA would serve as a reasonably balanced substitute for a moderate‑risk, slightly income‑oriented allocation? Or would you suggest broader diversification?
Thank you for your insights!
In several recent reports you recommended selling the full position in CPD, noting “better opportunities.” I also noticed that CVD and MFT were removed from your model portfolios earlier.
Given this shift away from preferred-share ETFs, do you think a combination of ZWU, ENCC, ZWB, and HTA would serve as a reasonably balanced substitute for a moderate‑risk, slightly income‑oriented allocation? Or would you suggest broader diversification?
Thank you for your insights!
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iShares S&P/TSX Canadian Preferred Share Index ETF (CPD $13.79)
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BMO Covered Call Canadian Banks ETF (ZWB $25.90)
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BMO Covered Call Utilities ETF (ZWU $11.49)
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iShares Convertible Bond Index ETF (CVD $18.38)
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BMO Canadian High Dividend Covered Call ETF (ZWC $21.23)
Q: In one of recent reports you suggested to sell full position of CPD mentioning "better opportunities". I noticed that CVD also disappeared from your Income Portfolio as well (it is more explicable for me). Can you suggest potential alternatives for substitution of CPD / CVD considering relatively high dividends they pay and relatively low volatility? (may you consider ZMO or ZPAY... or something like that - kind of speculations :)). Thank you for great service!
Q: Hi - do you think MDA is coming out of the "penalty box"...and why or why not?
Q: Greetings:
Would you please comment on this fertilizer company. It is down badly while Nutrien is on a roll.What are the politics surrounding it.? I see that they have Mayo Schmidt involved, if that will be any help.
Thanks,
Ben.
Would you please comment on this fertilizer company. It is down badly while Nutrien is on a roll.What are the politics surrounding it.? I see that they have Mayo Schmidt involved, if that will be any help.
Thanks,
Ben.
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WSP Global Inc. (WSP $265.52)
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Stantec Inc. (STN $138.52)
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Bird Construction Inc. (BDT $31.53)
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AtkinsRéalis Group Inc. (ATRL $104.62)
Q: Would you consider BDT a reasonable compliment to WSP/STN/ATRL? Of the latter 3, which would be your 2 favourites? Thanks for your response.
Q: Would you buy into Gold momentum or are we too late. If the answer is that we are not too late, what stocks or ETF would you recommend? Would you recommend KILO?
Thanks for your advice.
Kathy
Thanks for your advice.
Kathy
Q: There has been significant insider buying in MATR stock over multiple days now. How significant do you think this is based on the buying?
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Bank of Nova Scotia (The) (BNS $105.07)
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BMO S&P 500 Index ETF (ZSP $103.74)
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iShares Core S&P/TSX Capped Composite Index ETF (XIC $52.46)
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iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $62.30)
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iShares S&P/TSX Capped Information Technology Index ETF (XIT $64.73)
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iShares Core Growth ETF Portfolio (XGRO $35.94)
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iShares Core Equity ETF Portfolio (XEQT $41.38)
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Brookfield Corporation Class A Limited Voting Shares (BN $63.06)
Q: I was planning on adding some or all of these to an RRSP and /or an RESP.
Any issues or better ideas. I am thinking ETF's and one or two blue chip.Thanks,Paul
Any issues or better ideas. I am thinking ETF's and one or two blue chip.Thanks,Paul
Q: Hi, Any reason for the drop in AVAV over the last few days? Jim Cramer Considers AeroVironment “Incredibly Expensive at These Levels”. What do you think?
Thanks.
Thanks.
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Toronto Dominion Bank (The) (TD $97.84)
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Regal Beloit Corporation (RBC)
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Bank Of Montreal (BMO $143.06)
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Bank of Nova Scotia (The) (BNS $77.36)
Q: Thanks to the markets I have large gains in the above banks in registered and non registered accounts. Thinking of trimming back and diversifying in to ETFs for retirement. Any suggestions for Canadian ETFs, also thoughts on XAW. Please deduct credits as needed. Thanks Steve
Q: Could you tell me about this Bio tech company - New Amsterdam Pharma NAMS? Looks like they have an interesting drug coming out. How high risk would this be?
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Constellation Software Inc. (CSU $2,393.20)
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Topicus.com Inc. (TOI $91.50)
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Lumine Group Inc. (LMN $20.00)
Q: Hi 5i Team - At today's prices what are some key metrics and ratios for each of these three companies starting with P/E and free cash flow. Also how do they compare with the same metrics and ratios a year ago or whenever the AI theme started to become a concern. Are all three companies profitable.
Thanks.
Thanks.
Q: What is your take on this company
Q: Could this finally the right time for IBRX to rebound? Why the sudden surge? Its been going sideways for a long time so after a huge 2 day run up is there much more upside? Thanks.
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iShares 1-10 Year Laddered Government Bond Index ETF (CLG $17.47)
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iShares Core Canadian Short Term Bond Index ETF (XSB $27.06)
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iShares Core Canadian Universe Bond Index ETF (XBB $28.30)
Q: Last week I sent you a question about etfs and my portfolio. You answered my question and suggested I put some money in fixed income because I am 60 and retired. GICs currently appear to yield about 2.5%. Bonds seem to vary greatly. Can you suggest a fund where I would get a steady return.
Thanks Steve
Thanks Steve