Q: Why are the markets so insensitive to what’s going in the world? Near war in the Middle East, genocide in Ukraine, far-right parties everywhere in Europe, vicious comments in the US . Not close enough yet to North American pockets? Publish if you want. Thanks.
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Just a comment. Quite some time ago GSY was trading around $90 and issued a huge number of shares significantly under 90. The deal sold out plus the over allotment. The market price dropped of course on high volume. I realized that the firm buying the shares were fully expecting that the value of GSY hence the share price would go well beyond $90.
I apply the same thoughts to PRL
I apply the same thoughts to PRL
Q: My favorite holdings LMN and DRX are lagging behind recently. It seems that LMN has a significant insiders selling over the past few months and DRX has a customer concentration risk issue. With the current negative momentum, do you see any red flag for concern or a good opportunity to buy more with new cash ? Thank you for your great service. Bill.
-
Celestica Inc. (CLS)
-
goeasy Ltd. (GSY)
-
TerraVest Industries Inc. (TVK)
-
Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
-
TECSYS Inc. (TCS)
-
Propel Holdings Inc. (PRL)
Q: Hello, from your growth portfolio, what would be your current ranking in order of purchase please?
Q: Is Oxford Square Capital worth consideration as an income stock? Are there other similar firms that are, perhaps, better currently positioned?
Thanks for your insights!
David
Thanks for your insights!
David
Q: What is your current view on Euronet Worldwide?
Thanks Hugh
Thanks Hugh
-
AeroVironment Inc. (AVAV)
-
Crocs Inc. (CROX)
-
Aspen Aerogels Inc. (ASPN)
-
Cellebrite DI Ltd. (CLBT)
-
TransMedics Group Inc. (TMDX)
Q: Hello, can you please provide your top 5 small cap recommendations based in the US? Thanks.
Q: Can you recommend a hedged ETF that follows the S&P 500, but not with the Magnificent 7 having a lot of weight, as I feel these are overbought? I really like ZUE but it has too much Magnificent 7. Looking for 10% appreciation first year including both capital appreciation and dividends.
Q: I’ve considered NVO and LLY somewhat equivalent due to their exposure to obesity drugs. Is there an opportunity to sell some LLY to buy more of NVO because it has underperformed lately?
Q: Is there any recent news on this stock? Do you have an opinion on the future here. Is there technology approved/confirmed? Are we at the marketing / contract stage of growth? Have had some nice price appreciation in some other small cap Canadian companies lately. (PNG, ZDC AEP) Do you feel this company is ready?
Again Thanks for your help
Terry
Again Thanks for your help
Terry
Q: In my TFSA I hold full positions in BNS and BCE to primarily generate income Want to boost the yield by adding HHL as a medium risk play. Does this make sense to you? Other suggestions for higher yield and medium risk?
Q: Is 8% weight too high for a material sector? What % would you be comfortable with?
Thanks
Thanks
Q: With BCE looking to sell off assets to pay down debt and Rogers buying spree, is Telus the best investment of the three?
Q: Propel just dropped about 10% after announcing an acquisition of Stagemount, despite saying the acquisition would be accretive in 2024 and 2025. What do you think of this acquisition? Is there something I am missing?
Q: Can you comment on the recent announcement with DoorDash? Any reason(s) that you are aware of? Your thoughts going forward - is there hope or should one sell and walk away?
Q: Yikes! Pay fare loses door dash’s business… red flag?
Q: What is Payfare worth after losing their biggest client, Doordash?
-
Broadcom Inc. (AVGO)
-
Intel Corporation (INTC)
-
NVIDIA Corporation (NVDA)
-
QUALCOMM Incorporated (QCOM)
-
Advanced Micro Devices Inc. (AMD)
Q: Hi,
I reviewed Q&A on INTC post "melt down"! I can understand your words of caution.
My question is based on a recent comment by a guest on BNN Bloomberg (Mark Sebastien) who said that INTC's fabrication unit alone is worth 22$. With QCOM and hedge funds circling around and the technical pattern indicating the possibility of island gap reversal, worth taking a small position for a quick 20-30% profit?
(22 to 30$ jump).
Am I dreaming or being delusional?!
I reviewed Q&A on INTC post "melt down"! I can understand your words of caution.
My question is based on a recent comment by a guest on BNN Bloomberg (Mark Sebastien) who said that INTC's fabrication unit alone is worth 22$. With QCOM and hedge funds circling around and the technical pattern indicating the possibility of island gap reversal, worth taking a small position for a quick 20-30% profit?
(22 to 30$ jump).
Am I dreaming or being delusional?!
-
Toronto-Dominion Bank (The) (TD)
-
Bank of Nova Scotia (The) (BNS)
-
Canadian Natural Resources Limited (CNQ)
-
Sun Life Financial Inc. (SLF)
-
TMX Group Limited (X)
-
iShares S&P/TSX Canadian Preferred Share Index ETF (CPD)
-
Hydro One Limited (H)
Q: Hi All at 5i! I have 44K in CPD in a non registered account which provides me monthly income via dividends. I prefer a stock which pays a decent dividend but also offers some growth. I would like to sell my CPD which has given me no growth and reinvest in better growth/ dividend paying stocks. Could you offer me the names of 5 such stocks?.
Cheers,
Tamara
Cheers,
Tamara
Q: Visa fell yesterday (because of DOJ's accusation?). How significant do you think this is?