Q: As always, would appreciate your viewpoint on DXT's just released Q4 and YE results. The initial reaction from the market was negative but that isn't always an accurate reflection in these extremely volatile times.
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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: I presently hold VOO .I am wondering if switching to a capped version of S&P 500 would be appropriate and if so could you suggest ETFs which would fill the bill
Q: hello, wonder what you suggest for global diversification, currently my portfolio is about half Canadian (XIU, FCCM) and a third international (EWY,ILF,VEU, VA.TO, VIU.TO)
I had 15% in ZSP last year but was disappointed with the performance and FX hit.
I only have CAD$ left to invest would you suggest putting that into US funds in spite of the sluggish performance in the last year?
If so which fund would you suggest, ZSP, VFV, or perhaps an equal weight fund such as EQL.TO
I had 15% in ZSP last year but was disappointed with the performance and FX hit.
I only have CAD$ left to invest would you suggest putting that into US funds in spite of the sluggish performance in the last year?
If so which fund would you suggest, ZSP, VFV, or perhaps an equal weight fund such as EQL.TO
Q: Currently have LMN only now as 1% of the portfolio . Would you be comfortable making it 2% now? This is for a RESP and I will not need the funds for 10 years.
Thanks
Thanks
Q: Please comment on their recent earnings. Market did not like it. Any hope for improvement in next quarter or two? Thanks.
Q: Great quarter!
Q: In quarters in which HPS.A does particularly well, executive compensation tends to sink the shares. Earnings are due on March 18. Is this one of the quarters likely to produce significant executive compensation or will comparison to the previous quarter dampen the exec comp and help the shares?
Q: Galaxy had a big jump today. Was this due to Kraken or price of bitcoin and if Kraken can you please explain this? Since delisting from TSX will TD investor services automatically convert shares to US like when Newmont delisted or do we need to call them. Do you know when it will delist?
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Franco-Nevada Corporation (FNV $340.51)
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Wheaton Precious Metals Corp. (WPM $198.78)
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Agnico Eagle Mines Limited (AEM $296.10)
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49 North Resources Inc. (FNR $0.04)
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G Mining Ventures Corp. (GMIN $50.29)
Q: What do you think of FNR?
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Toronto-Dominion Bank (The) (TD $132.48)
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Bank of Nova Scotia (The) (BNS $99.59)
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Canadian National Railway Company (CNR $149.33)
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Enbridge Inc. (ENB $73.77)
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Sun Life Financial Inc. (SLF $89.39)
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Constellation Software Inc. (CSU $2,743.59)
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Fortis Inc. (FTS $78.48)
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Agnico Eagle Mines Limited (AEM $296.10)
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Galaxy Digital Inc. Class A common stock (GLXY $30.58)
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3iQ Ether Staking ETF (ETHQ $11.13)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $64.01)
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Galaxy Digital Inc. (GLXY $22.48)
Q: Hello 5i,
We are nearing our max contribution to our TFSA's by transferring excess RRSP funds. We have never used a non-registered account. Can you suggest 5-10 stocks that should be in a non-reg account and why they are best in a non-reg over a TFSA Would you add GLXY or ETHQ to a non-reg due to volatility?
Thank you
D&J
We are nearing our max contribution to our TFSA's by transferring excess RRSP funds. We have never used a non-registered account. Can you suggest 5-10 stocks that should be in a non-reg account and why they are best in a non-reg over a TFSA Would you add GLXY or ETHQ to a non-reg due to volatility?
Thank you
D&J
Q: Please comment on the latest news release. Is this a big win for AIDX? I guess it could lead to more contracts.
Q: I have owned this stock for a long time and it now accounts for 6% of my portfolio. I normally trim around that percentage unless the stock is seen as having continued growth and reasonable stability. I see that it is over 6% in the 5i income portfolio. However, I still bear the battle scars from a couple of past short reports on this company and although it has obviously recovered from those attacks, I can't help but wonder if something/someone is lurking in the weeds. I know you don't have a crystal ball but given its history, would you be comfortable letting this company grow to a 7% level which is about the max for me?
Appreciate your insight.
Paul F.
Appreciate your insight.
Paul F.
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $102.04)
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Constellation Software Inc. (CSU $2,743.59)
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iShares S&P/TSX Capped Information Technology Index ETF (XIT $66.00)
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Topicus.com Inc. (TOI $105.22)
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Lumine Group Inc. (LMN $24.85)
Q: Greetings 5i team,
I see that CSU, SHOP, CLS and GIB.A account for about 83% of XIT but neither TOI nor LMN are held directly in XIT. Bit of a math question: if we were to break LMN and TOI out of CSU, what % break down of XIT would LMN, TOI and CSU (thus reduced) represent?
Thank you
SP
I see that CSU, SHOP, CLS and GIB.A account for about 83% of XIT but neither TOI nor LMN are held directly in XIT. Bit of a math question: if we were to break LMN and TOI out of CSU, what % break down of XIT would LMN, TOI and CSU (thus reduced) represent?
Thank you
SP
Q: Good Morning,
Looks like LMN had a really strong quarter? Toi also had a strong qrt and CSU reports on Monday. Hopeully the AI threat will start to diminsih .. although may take a few quarters of strength ?
thanks
Looks like LMN had a really strong quarter? Toi also had a strong qrt and CSU reports on Monday. Hopeully the AI threat will start to diminsih .. although may take a few quarters of strength ?
thanks
Q: hi folks, thoughts on Q4 results for Genius Sports....seems to be getting stronger/better each Q....any thoughts on when big acquistion might close/ synergies....and are you still comfortable holding / buy....I see Sportradar reported seemingly good Q results, but took a hit to new lows.....currently have position only in Geni...thx as always, jb
Q: Update please
Q: Your evaluation of PNP 4Q and 2025 results. They changed quite a few holdings this year and bought some really beat up software companies.. Your guess as to its outlook for 2026.
Q: If United States walks away from CUSMA how would you position your portfolio to shield it
Thanks for the help
Thanks for the help
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Broadcom Inc. (AVGO $329.00)
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Alphabet Inc. (GOOG $299.35)
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Microsoft Corporation (MSFT $409.12)
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Micron Technology Inc. (MU $384.22)
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NVIDIA Corporation (NVDA $179.34)
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Teradyne Inc. (TER $294.61)
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Vertiv Holdings LLC Class A (VRT $241.96)
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Nebius Group N.V. (NBIS $92.96)
Q: I very much enjoyed reading your AI Stack report and have adjusted some of my holdings accordingly. I hold: NBIS, NVDA, AVGO, MU, TER, VRT, GOOG and MSFT. All between 2-3% weighting. Do I need to hold both NVDA and AVGO? If not, I would sell AVGO. Assuming AVGO is sold, which would you be inclined to top up: NVDA, NBIS, MU, TER, VRT or GOOG? Thank you.
Q: What are your thoughts on Westlake Corp. it has seen some positive movement.
Would you bye this at this time?
Thanks kindly.
Would you bye this at this time?
Thanks kindly.