Q: Bitcoin miners seem to have facilities with the electrical power needs for AI. Do you feel they may change their business plan from crypto to hosting AI .
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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: What is your updated opinion on CBOE? The CDRs available in canada seem to be a hit. It's this enough to move the needle?
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Pollard Banknote Limited (PBL)
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Kraken Robotics Inc. (PNG)
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Zedcor Inc. (ZDC)
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kneat.com inc. (KSI)
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Vitalhub Corp. (VHI)
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Construction Partners Inc. (ROAD)
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IES Holdings Inc. (IESC)
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Shift4 Payments Inc. Class A (FOUR)
Q: Dear 5i
Could you provide me with the expected earnings growth rates for the year for the above mentioned stocks .
Also would your order of buying these stocks be the same order as the expected growth rates ? In other words are there any other significant factors to consider other than growth rate for the above stated stocks that might change your order of buying ? So considering the above what would your level of conviction be from highest to lowest for these listed stocks ?
Thanks again for your valuable assistance in the challenging world of stock picking . I'm pretty sure there are quite a few of us DIY investors that would be lost without the great advice from 5i Research .
Bill C
Could you provide me with the expected earnings growth rates for the year for the above mentioned stocks .
Also would your order of buying these stocks be the same order as the expected growth rates ? In other words are there any other significant factors to consider other than growth rate for the above stated stocks that might change your order of buying ? So considering the above what would your level of conviction be from highest to lowest for these listed stocks ?
Thanks again for your valuable assistance in the challenging world of stock picking . I'm pretty sure there are quite a few of us DIY investors that would be lost without the great advice from 5i Research .
Bill C
Q: I would appreciate an updated opinion on Groupe Dynamite. Thanks!
Q: Going forward for a trade does BYD or PBL have the best potential capital gain? Thank you
Q: Hi Peter…A couple of days ago FWZ announced that Adam Lundin would take on the role of Chairman of the Board of Directors. Do you think the Lundin group is signalling an intent to take complete control of Fireweed in the near future? Would you be a buyer if you were willing to accept the risks? I’m assuming at some time in the future Lundin will buy out FWZ’s minority shareholders by issuing shares in Lundin. Any comments you have would be appreciated.
Looks like your prediction of a 10 bagger is coming closer! (…but still pretty far off!)
Jim
Looks like your prediction of a 10 bagger is coming closer! (…but still pretty far off!)
Jim
Q: Do you have any concerns with Apple, it has been trending downward since bought into it
Q: In the “new Trump reality” and associated statements and his expressed policies goals for the American economy directions for the near and long term would you advise/recommend your specific portfolios content/weighting adjustments in regards to geography , type of investments , cash % and any other potentially important issues ? Or should they stay as designed before the Trump second presidency term ? Certainly Trump election has generated a lot of noise in the media including business media . Thank you for your opinion and input in this obviously concerning and confusing times .
Q: With the recent dividend cut of 50% is BTO now a sell, with AEM as a replacement?
Q: how can I go long with the cdn dollar without buying a futures contract, since that would require my to open a new account with a broker. looking for leverage and a long time play, how to you feel about this trade?
thanks
Auftar
thanks
Auftar
Q: Good morning, would you please explain the difference between these two and do you have a preference. IWV is not on your list
Thanks, Peter
Thanks, Peter
Q: Perhaps it is dumb question time, however I am struggling to understand the reported stats for UMAX. Perhaps it is an obvious answer I am missing.
As of Jan 21, 2025 the Hamilton ETF's web site says UMAX is yielding 14.67%. Just below that it shows "Total Returns (incl. Dividends)" of -4.53 for 1 month to 4.18% since inception. How is this possible without eroding the NAV (or a significant stock value loss, which I do not see based on stocks in the ETF). Scratching my head to see how this math works, as I was considering this ETF for yield in a LIF.
Thanks
Dave
As of Jan 21, 2025 the Hamilton ETF's web site says UMAX is yielding 14.67%. Just below that it shows "Total Returns (incl. Dividends)" of -4.53 for 1 month to 4.18% since inception. How is this possible without eroding the NAV (or a significant stock value loss, which I do not see based on stocks in the ETF). Scratching my head to see how this math works, as I was considering this ETF for yield in a LIF.
Thanks
Dave
Q: I hold CROX and 2024 has been a roller coaster ride. Still up a bit though.
I am looking for clarity on holding it, based on 2 recent responses.
Dec 13, Dick asked about top 3 growth stocks in USA, and CROX made that coveted list.
Jan 22, Dave asked to rank 6 specific stocks for growth, based on 2025 estimates. On that puny list, CROX ended up last, with 0% growth forecast.
I cannot rationalize those two responses. In one case, it is one of the top stocks in America; in the other, it is last amongst six. Looking for clarity on what to think of CROX for 2025. Many thanks.
(another) Dave
I am looking for clarity on holding it, based on 2 recent responses.
Dec 13, Dick asked about top 3 growth stocks in USA, and CROX made that coveted list.
Jan 22, Dave asked to rank 6 specific stocks for growth, based on 2025 estimates. On that puny list, CROX ended up last, with 0% growth forecast.
I cannot rationalize those two responses. In one case, it is one of the top stocks in America; in the other, it is last amongst six. Looking for clarity on what to think of CROX for 2025. Many thanks.
(another) Dave
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Boardwalk Real Estate Investment Trust (BEI.UN)
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Crombie Real Estate Investment Trust (CRR.UN)
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Granite Real Estate Investment Trust (GRT.UN)
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Killam Apartment Real Estate Investment Trust (KMP.UN)
Q: I hold these REITs in a diversified portfolio. They have not been performing and are mostly close to 52 week lows. Do you see upside in these? What is your view on holding REITs like these? Should I be switching them out for something else or am I being the typical investor considering selling at the bottom :-)
Q: Are the telcos oversold? Are they a good dividend play at the levels?
Q: What does the market expect from Celestica next week?
Thx
Thx
Q: Seems like US banks could perform well this year. What would be a good ETF to best capture growth?
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Thomson Reuters Corporation (TRI)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
Q: I have held HPS.A for a while and likely was late to the party. The recent recovery has helped and wondering if it's time to make the switch to TRI? Your recent responses seem to be very positive on TRI.
Thanks
Thanks
Q: any idea if you are using you tfsa for a GIC yield if it would effect your O.A.S. to be clawed back.
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Brookfield Renewable Partners L.P. (BEP.UN)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: Good morning
I noticed today that BEPC is trading at round $36.00 and back in December it was at around $44.00 Is BEPC a good entry point today for a long term hold? Any reason for the drop?
Jimmy
I noticed today that BEPC is trading at round $36.00 and back in December it was at around $44.00 Is BEPC a good entry point today for a long term hold? Any reason for the drop?
Jimmy