Q: Hi, Can I get your thoughts on the materials sector and some of these companies? With China potentially opening up in 23 and this industry taking a downturn with these companies down approx 20% . This would seem a good time to start nibbling on these companies.
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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: Question about Veeva Systems.
From prior responses, it aligned with right now having a high valuation even after the past years negative performance. Is this a good entry point? This has been on my watchlist for years now and each time I look at it, the valuation is too expensive. But with the recent drop is this a good entry point or do you think the market is signalling that growth is slowing down?
From prior responses, it aligned with right now having a high valuation even after the past years negative performance. Is this a good entry point? This has been on my watchlist for years now and each time I look at it, the valuation is too expensive. But with the recent drop is this a good entry point or do you think the market is signalling that growth is slowing down?
Q: Thinking of selling my small 60% Losing position in MSTR and buying SHOP. What do you think?
Thanks!
Thanks!
Q: Could you give me your thoughts on SKE. they seem to have good drill results but I am not qualified to assess these numbers can you give your take on this and what do you think the future of company.
Jim.
Jim.
Q: Hello 5I,
would you consider Guru (the beverage company) and CARG (Car Guru) buys at this time? Seems like GURU could be tempting to make it private... Would you consider this a possibility?
Thank you, Merry Christmas
would you consider Guru (the beverage company) and CARG (Car Guru) buys at this time? Seems like GURU could be tempting to make it private... Would you consider this a possibility?
Thank you, Merry Christmas
Q: These are my candidates for tax loss selling. As a proxy for OKTA I intend to add to my existing position in CRWD, would you agree with that strategy? As for the other 3, I do not intend to buy proxies however I would consider repurchasing after 30 days. Do you suggest proxies for these 3? Also, would you repurchase. Thank you.
Q: Hello dear 5i,
I have a question that may seem silly. Here it is. When you talk about Shopify, you often talk about duopoly, but I can't find with whom they are, even by searching assiduously on the net.
thanks
I have a question that may seem silly. Here it is. When you talk about Shopify, you often talk about duopoly, but I can't find with whom they are, even by searching assiduously on the net.
thanks
Q: One of your subscribers said this in a question answered today, "I own 500 shares of TOU. Because I bought them a couple years ago and trimmed as they rose, my dollar cost average on these shares is zero!!" Is dollar cost average different from book value and if it is not, how does it go to zero?
Q: What do you think of a switch from eglx to Ese? All lot seems to be going right for Ese lately.
When is 5i going to add some names to the growth portfolio?
When is 5i going to add some names to the growth portfolio?
Q: Why has gsy dropped so much over the last week? Are these two natural gas stocks a buy at these levels?
Q: Do you like Northwest copper or any of the other Mark O'Dea projects (liberty gold, discovery silver) at their current valuation as a long term speculative play in material miners?
Q: I own shares in this company. Yesterday, Concord Acquisition and USDC Issuer Circle called off the SPAC merger. I would have thought Concord shares would have stopped trading but it appears not. I am assuming that my best option is to sell at this time as I don't see many other options. Would holding be of any value? Your thoughts? I truely believe in Circle's future. Thank You.
Q: I have ample gold exposure--mining, bullion and FNV (stream). I am considering diversifying within adjacent sectors like silver and rare earths. I am considering selling FNV and buying something else (maybe something like WPM for the added silver exposure). What options would you look at for this move?
Q: can you tell me the amount of Loss C/F that Crew has available to a potential suitor to utilize should a take over occur....please and thank you...Cheers
Q: Gold looks to be moving in the right direction. (As well as the etf, krr etc.) Can you update your assessment of this company. In my opinion it has been a disaster and continues to trend as such, is there anything in the future that will turn it around.? Time to walk away before year end?
Q: I see from previous answers you like this company as a buy. BMO just downgraded it with a target of 4 dollars. They cited a 25% reduction in 2023 guidance and a slowdown of M/A. At the same time you have WELL as a hold which keeps raising its guidance and seems to have momentum towards profitability. What is your reasoning.
Q: Peter and team what is your thoughts on this company and what are the cond. that they pay Div.
thanks
Jim.
thanks
Jim.
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Parkland Corporation (PKI)
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Superior Plus Corp. (SPB)
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Brookfield Infrastructure Partners L.P. (BIP.UN)
Q: A full analysis please. In my opinion the metrics are not good however it is being rated a buy by analysts. I am curious as to your thoughts versus theirs. Thanks
Q: Is the current inverted yield curve predicting a recession in the next 6 months? Regards, Ron
Q: Good Morning;
I own 500 shares of TOU. Because I bought them a couple years ago and trimmed as they rose, my dollar cost average on these shares is zero!! This position accounts for 24.5% of my portfolio, but is such a great holding that I am reluctant to sell any of it!!
I know it is a bad idea to become married to a holding, but with the dividend and special dividends this holding is providing, I am reaping approx 10% return this year!! How do I replace that kind of a return, and what would your advice be? Would you consider CWB as a good option for a new position (I own 225 shares of BNS as my only other bank holding.
I own 500 shares of TOU. Because I bought them a couple years ago and trimmed as they rose, my dollar cost average on these shares is zero!! This position accounts for 24.5% of my portfolio, but is such a great holding that I am reluctant to sell any of it!!
I know it is a bad idea to become married to a holding, but with the dividend and special dividends this holding is providing, I am reaping approx 10% return this year!! How do I replace that kind of a return, and what would your advice be? Would you consider CWB as a good option for a new position (I own 225 shares of BNS as my only other bank holding.