Q: Can you comment on the attractiveness of SES and its transition/valuation to more of a waste management company
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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.
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Freeport-McMoRan Inc. (FCX)
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Wheaton Precious Metals Corp. (WPM)
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Barrick Gold Corporation (ABX)
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Agnico Eagle Mines Limited (AEM)
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Pan American Silver Corp. (PAAS)
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Teck Resources Ltd (TECK)
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Newmont Corporation (NGT)
Q: Hello 5i team,
For our TFSA, we hold AEM & ABX and RRSP - FCX long term over 5 years or so. We try to keep to 3 names max and keep trimming them down.
I appreciate having your thought on switching to PAAS / WPM or sell them all off and switching to energy/ energy services like OXY, BEPC, CNQ. We already have Enbridge, TC & Pembina in our portfolio for income. Thank you
For our TFSA, we hold AEM & ABX and RRSP - FCX long term over 5 years or so. We try to keep to 3 names max and keep trimming them down.
I appreciate having your thought on switching to PAAS / WPM or sell them all off and switching to energy/ energy services like OXY, BEPC, CNQ. We already have Enbridge, TC & Pembina in our portfolio for income. Thank you
Q: Hi there. As always, I appreciate your insight into stocks and have really benefited from your advice over the years. My question today is about the company EPRT- who own and manage primarily single-tenant properties leased to middle-market companies. With rates slowly coming down and wanting to have some exposure to real estate would this be a name you would consider going forward? Looking at a minimum 2-year hold and adding on weakness.
Thanks
Thanks
Q: Any comments on the company going forward would be appreciated. I have a small position that as of today has jumped up to 4%. I know you don't personalize responses but buy sell or hold? Take some profit?
Q: Still sitting on a pile of NDM shares now going on 8 years. From my perspective at the current valuation not worth selling at all but I notice it is inching upwards recently. Has anything changed ? or is this pure speculation that the Donald might interfere if elected.
Q: I've owned this ETF in my RRSP for about 4 years now. I bought it to increase my exposure to industrials. I'm happy with the results but the fund's AUM is approx. 95M. The fund has been around for 11 years but should I be concerned about the small size of the fund?
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JPMorgan Chase & Co. (JPM)
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Prudential Financial Inc. (PRU)
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Sun Life Financial Inc. (SLF)
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Intact Financial Corporation (IFC)
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Galaxy Digital Holdings Ltd. ordinary shares (GLXY)
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Coinbase Global Inc (COIN)
Q: Hi group I am short exposure in Financials in both Canada and us Please recommend 2 CAD+ 2 US stocks and 1 etf for each market. Also do you recommend a position in Bitcoin going fwd its getting hard to watch it hitting new highs as of late. Would you recommend a position for a moderate investor and if so what 2 stocks would you consider...thanks for your help
Q: I am looking for a mid-cap ETF (listed in USA only) that:
-Has not more than 300 companies (the fewer the better).
-Constituents listed anywhere , although prefer constituents listed in developed markets) .
-Includes *ONLY* profitable companies
-Constituents chosen based on key factors such as: ROE, ROCI, FCF, good gross and net margins.
I have a small position in XMHQ but ETFdb.com is somewhat lukewarm towards it. Therefore, rather than add to XMHQ I wonder if you could recommend one or more suitable ETFs that meet most, if not all, the above-noted criteria. (I am fine adding to XMHQ if you believe it to better than other ETFs available in the US; however XMHQ does not quite meet above criteria. ao:sab
-Has not more than 300 companies (the fewer the better).
-Constituents listed anywhere , although prefer constituents listed in developed markets) .
-Includes *ONLY* profitable companies
-Constituents chosen based on key factors such as: ROE, ROCI, FCF, good gross and net margins.
I have a small position in XMHQ but ETFdb.com is somewhat lukewarm towards it. Therefore, rather than add to XMHQ I wonder if you could recommend one or more suitable ETFs that meet most, if not all, the above-noted criteria. (I am fine adding to XMHQ if you believe it to better than other ETFs available in the US; however XMHQ does not quite meet above criteria. ao:sab
Q: hi. last month has seen 20% swings in BEPC price? does this seem unusual? any thoughts?
cheers, Chris
cheers, Chris
Q: Hi,
I find the 3 following health stocks interesting: isrg-q, janx-q, wgs-q How would you rate them for strong growth in a period of 3 years and why ? Any other you like better in the sector ? Why ?
Gratefully,
Jacques IDS
I find the 3 following health stocks interesting: isrg-q, janx-q, wgs-q How would you rate them for strong growth in a period of 3 years and why ? Any other you like better in the sector ? Why ?
Gratefully,
Jacques IDS
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NVIDIA Corporation (NVDA)
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Digital Realty Trust Inc. (DLR)
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Super Micro Computer Inc. (SMCI)
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Healthpeak Properties (DOC)
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Cellebrite DI Ltd. (CLBT)
Q: Hi,
I find the 3 following stocks interesting: doc-n, clbt-q,smci-q How would you rate them for strong growth in a period of 3 years and why ?
Any other you like better in these sectors at this moment ? Why ?
Gratefully,
Jacques IDS
I find the 3 following stocks interesting: doc-n, clbt-q,smci-q How would you rate them for strong growth in a period of 3 years and why ?
Any other you like better in these sectors at this moment ? Why ?
Gratefully,
Jacques IDS
Q: Can you please comment on the Earnings release.
How is the growth trajectory, in your view ?
When would share based compensation not be material to earnings, in your view ?
Thank You
How is the growth trajectory, in your view ?
When would share based compensation not be material to earnings, in your view ?
Thank You
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Alphabet Inc. (GOOG)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Crocs Inc. (CROX)
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Aspen Aerogels Inc. (ASPN)
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ADF Group Inc. Subordinate Voting Shares (DRX)
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Vertiv Holdings LLC Class A (VRT)
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Celsius Holdings Inc. (CELH)
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Cellebrite DI Ltd. (CLBT)
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TransMedics Group Inc. (TMDX)
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Nextracker Inc. (NXT)
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GigaCloud Technology Inc (GCT)
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Westgold Resources Limited Ordinary shares (WGX)
Q: Hello Team,
I am re-balancing my portfolio and I have a bit of cash to invest. Of the 12 stocks listed, can you please rank in order you would add to an existing stock. Looking for a 3-5 year hold and not worries about risk and or industry. Thanks again.
I am re-balancing my portfolio and I have a bit of cash to invest. Of the 12 stocks listed, can you please rank in order you would add to an existing stock. Looking for a 3-5 year hold and not worries about risk and or industry. Thanks again.
Q: Hello 5i
As a follow up to my last question I was surprised to hear SFM only expected 10% growth going forward. Can you tell me what growth was expected this year that could justify a stock price gain of over 140%?
Thank you so much for your help
Dave
As a follow up to my last question I was surprised to hear SFM only expected 10% growth going forward. Can you tell me what growth was expected this year that could justify a stock price gain of over 140%?
Thank you so much for your help
Dave
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iShares S&P U.S. Mid-Cap Index ETF (CAD-Hedged) (XMH)
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iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU)
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iShares Core S&P Mid-Cap ETF (IJH)
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iShares Expanded Tech-Software Sector ETF (IGV)
Q: I am looking for CDN version ETF for IGV, XSMO and IJH. Is there any or similar in CDN dollars.
Thanks for the great service
Thanks for the great service
Q: please provide 3 important current metrics used to value WSO and compare them to their 3 year average. if you like WSO what would be a good entry point if not is there a competitor that you would recommend and why thanks Richard
Q: Your thoughts on this company as an investment.
Q: Is this company a good prospect to invest in.
Q: Is it time to sell
Q: 18-24 month hold. In your opinion, which will perform better: LMN or TVK? And why?