Q: Your reaction to the recent numbers? Time to bail on this?
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: What are your thoughts on buying some Telus right now ? Also your thoughts on BCE as opposed to Telus?
-
BMO S&P/TSX Capped Composite Index ETF (ZCN)
-
Vanguard FTSE Developed All Cap ex North America Index ETF (VIU)
-
Vanguard All-Equity ETF Portfolio (VEQT)
-
Berkshire Hathaway Inc. (BRK.B)
Q: Hi, l have some cash to deploy in my cash account. I have a full position in ZCN. Thinking of buying full position in BRK and also VEQT full position.
My question is for a conservative investor 65%safer, 35% conservative growth.Would this be too much overlap of similar positions and sectors? Do you have an alternative? Thanks
My question is for a conservative investor 65%safer, 35% conservative growth.Would this be too much overlap of similar positions and sectors? Do you have an alternative? Thanks
Q: I came across an article on this small energy company. Can I have your opinion on it. Thanks
-
Elastic N.V. (ESTC)
-
Crocs Inc. (CROX)
-
Integer Holdings Corporation (ITGR)
-
Vertiv Holdings LLC Class A (VRT)
-
TransMedics Group Inc. (TMDX)
-
Nextracker Inc. (NXT)
Q: Hello,
What are your favourite US small and mid caps. And what would be your ranking for putting money to work?
Thank you!
What are your favourite US small and mid caps. And what would be your ranking for putting money to work?
Thank you!
-
Real Matters Inc. (REAL)
-
Payfare Inc. Class A Common Shares (PAY)
-
Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
-
Nuvei Corporation (NVEI)
-
Propel Holdings Inc. (PRL)
Q: At present valuations,would you rate any of these companies a buy and,if yes,then your order of preference.Thanks.
-
Applied Materials Inc. (AMAT)
-
Lam Research Corporation (LRCX)
-
MKS Instruments Inc. (MKSI)
-
ASML Holding N.V. (ASML)
Q: Greetings 5i,
LRCX reported recently. What are your thoughts on these numbers and the company in general? Who are thier main competitors? What will be the main drivers of growth for the next few quarters and are they positioned correctly to take advantage of any tailwinds from global AI demand expansion.
Cheers!
LRCX reported recently. What are your thoughts on these numbers and the company in general? Who are thier main competitors? What will be the main drivers of growth for the next few quarters and are they positioned correctly to take advantage of any tailwinds from global AI demand expansion.
Cheers!
-
iShares Core Canadian Universe Bond Index ETF (XBB)
-
SPDR S&P 500 ETF Trust (SPY)
-
Vanguard Balanced ETF Portfolio (VBAL)
Q: Greetings 5i
I have a couple of follow up questions to yesterday’s question regarding a US replacement for vbal. You suggested a combination of spy and a bond fund. What would be an appropriate bond etf for this strategy? I imagine you would be indifferent between spy and voo for stocks? Is there any way to calculate the tax hit in a non registered account. Currently I have non dividend paying stocks in this account to avoid withholding tax. But, i guess if you follow this strategy you have to take the tax bite as part of the package.
With appreciation
I have a couple of follow up questions to yesterday’s question regarding a US replacement for vbal. You suggested a combination of spy and a bond fund. What would be an appropriate bond etf for this strategy? I imagine you would be indifferent between spy and voo for stocks? Is there any way to calculate the tax hit in a non registered account. Currently I have non dividend paying stocks in this account to avoid withholding tax. But, i guess if you follow this strategy you have to take the tax bite as part of the package.
With appreciation
Q: I am looking for a silver explorer with an established resource about to go into production. I would also like it to be a large resource and in a safe jurisdiction . A tough question I know but a lot of the silver companies seem to have problems other than PAAS which I already own ,just looking for something with a little more torque.
Q: Dear Peter et al:
PLTR earnings report is May 6th, FTNT on May 02 and SMCI tomorrow!! (30th April)
This is a general question and not personal!
If some had a small position and plan to add more to these three stocks, Worth writing Cash secured puts? So close to Earnings date?
IF you were to write a cash secured put what would be the price that you would choose to write for these three, including SMCI.
(Of course not guaranteed that the order will fill!)
Many thanks.
PLTR earnings report is May 6th, FTNT on May 02 and SMCI tomorrow!! (30th April)
This is a general question and not personal!
If some had a small position and plan to add more to these three stocks, Worth writing Cash secured puts? So close to Earnings date?
IF you were to write a cash secured put what would be the price that you would choose to write for these three, including SMCI.
(Of course not guaranteed that the order will fill!)
Many thanks.
Q: During the weekend and overnight, I notice the value of my portfolio often fluxuates. Just curious: does this reflect aftermarket trading and/or currency fluxuations? Thank you.
-
Toronto-Dominion Bank (The) (TD)
-
Enbridge Inc. (ENB)
-
Intact Financial Corporation (IFC)
-
Hydro One Limited (H)
Q: Hi 5i,
I am slowly converting my TSFA to income. A model holding for me is BNS-T (Bank of Nova Scotia). A +6% dividend and good growth potential. Thank you 5i for the recommendation. Can you. recommend, "as of the prices today" 3-4 more companies that you would add. I do have access to your income portfolio of course, but I am seeking good entry positions for your current "fav's". Thank you.
I am slowly converting my TSFA to income. A model holding for me is BNS-T (Bank of Nova Scotia). A +6% dividend and good growth potential. Thank you 5i for the recommendation. Can you. recommend, "as of the prices today" 3-4 more companies that you would add. I do have access to your income portfolio of course, but I am seeking good entry positions for your current "fav's". Thank you.
-
BCE Inc. (BCE)
-
Enbridge Inc. (ENB)
-
TC Energy Corporation (TRP)
-
JPMorgan Equity Premium Income ETF (JEPI)
Q: Could you please suggest 3-5 of the 'safest' products that provide a 7% yield. They could be stocks, preferred shares, corporate bonds, GICs... whatever. No specific time horizon. Could you please list them in order of safety. Thank you very much.
Q: Sunlife seems to have had a bad past 30 days, maybe worse than the overall market? It has had a great run since 2012, but when you look back to 2007 “yikes”. I know there was the big financial crisis, but it looks like the share price was cut by 2/3? Can you provide some colour commentary? Thanks.
Q: Would I be correct in saying that your recent answers are showing a preference for VRT rather than SMCI or ALAB? Can you rate each of the three on a scale of 1 to 10 (10 being a strong buy) and at what level you would buy each? Also, if you have in fact shifted slightly away from SMCI and to VRT as a fav, what makes it more desirable?
Q: What does the market expect from Topicus this week?
Thx
Thx
Q: They issued delayed year end numbers. Seem pretty good. Cash of $1.65 a share. Please provide your thoughts. Thanks.
Q: Your comments please on the recent quarter. Do you like the space they are in? What is competition like, are there any other public companies focusing on payment processing to gig economy workers? Are you familiar with the management team, do you like them? Is the company on your radar to add to your coverage list?
Thanks.
Thanks.
Q: Kinsdale earnings just released…stock I’d getting hit hard.I thought earnings were very good…Any idea what’s with the reaction?
Q: Hello,
What are your thoughts on Payfares earnings the ADP contract and its current valuation?
Does it even get close to registering on your favourite small cap list?
What are your thoughts on Payfares earnings the ADP contract and its current valuation?
Does it even get close to registering on your favourite small cap list?