Q: What's the investment thesis?
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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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NVIDIA Corporation (NVDA $170.62)
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Amphenol Corporation (APH $110.69)
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Corning Incorporated (GLW $69.34)
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Hewlett Packard Enterprise Company (HPE $22.82)
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Lite Access Technologies Inc. (LTE $0.10)
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Super Micro Computer Inc. (SMCI $40.10)
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Coherent Corp. (COHR $88.47)
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Fabrinet (FN $337.53)
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Dell Technologies Inc. Class C (DELL $124.02)
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Astera Labs Inc. (ALAB $176.61)
Q: Good afternoon 5l
Nvidia seems to be pivoting to AI factories, as they call them. Could you provide a few names of companies which will likely profit from this turn? Perhaps also with a brief description of why you find them interesting.
Thanks
Nvidia seems to be pivoting to AI factories, as they call them. Could you provide a few names of companies which will likely profit from this turn? Perhaps also with a brief description of why you find them interesting.
Thanks
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Fabrinet (FN $337.53)
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Hawkins Inc. (HWKN $166.61)
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Badger Meter Inc. (BMI $181.76)
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ITT Inc. (ITT $168.52)
Q: Please rank in order of what you believe have best long term growth potential.
Thanks so much
Thanks so much
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PPL Corporation (PPL $36.22)
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AT&T Inc. (T $29.04)
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Canadian Imperial Bank of Commerce (CM $78.44)
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Enbridge Inc (ENB $48.32)
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Fabrinet (FN $337.53)
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Manulife Financial Corporation (MFC $30.46)
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Toronto Dominion Bank (The) (TD $74.86)
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TC Energy Corporation (TRP $52.06)
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Royal Bank Of Canada (RY $145.64)
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BCE Inc. (BCE $24.53)
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Bank Of Montreal (BMO $123.54)
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Bank of Nova Scotia (The) (BNS $62.85)
Q: Hello - I am an income investor. My view has been to construct my portfolio with companies that pay growing dividends as a way to offset inflation. With BCE’s announcement of reduced expected dividend growth in the future I am considering shifting that portion of my portfolio somewhere else. Can you please provide the stated expected ranges of dividend growth (as a %) of these companies? Please take all the credits you wish. Thank you
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Builders Capital Mortgage Corp. (BCF $9.78)
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Home Capital Group Inc. (HCG $44.26)
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MCAN Mortgage Corporation (MKP $21.63)
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Atrium Mortgage Investment Corporation (AI $11.47)
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Firm Capital Mortgage Investment Corporation (FC $12.04)
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Timbercreek Financial Corp. (TF $7.64)
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Fabrinet (FN $337.53)
Q: Hello 5i Team
Reviewing the publicly listed mortgage investment corporations (MIC) on the TSX and TSXV.
1 - Are there any others listed on exchange(s) other than the five listed?
2 - Is Builders Capital Mortgage Mortgage too small (~$19M market cap) for consideration?
3 - What is the best metric to compare MICs - price to earnings / price to book / others?
4- What would be your ranking - best to worst?
5 - Any other considerations?
Thank you
Reviewing the publicly listed mortgage investment corporations (MIC) on the TSX and TSXV.
1 - Are there any others listed on exchange(s) other than the five listed?
2 - Is Builders Capital Mortgage Mortgage too small (~$19M market cap) for consideration?
3 - What is the best metric to compare MICs - price to earnings / price to book / others?
4- What would be your ranking - best to worst?
5 - Any other considerations?
Thank you
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Arista Networks Inc. (ANET $137.38)
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Super Micro Computer Inc. (SMCI $40.10)
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Coherent Corp. (COHR $88.47)
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Fabrinet (FN $337.53)
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Credo Technology Group Holding Ltd (CRDO $124.77)
Q: Looking for "early winners" in "picks and shovels" for AI. Please rank among listed [FN COHR CRDO ANET SMCI] or others at current prices with what you like most about potential
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Amazon.com Inc. (AMZN $225.99)
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Alphabet Inc. (GOOG $231.10)
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Alphabet Inc. (GOOGL $230.66)
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Microsoft Corporation (MSFT $505.35)
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Arista Networks Inc. (ANET $137.38)
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Coherent Corp. (COHR $88.47)
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Fabrinet (FN $337.53)
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Credo Technology Group Holding Ltd (CRDO $124.77)
Q: Would you consider these as early winners as AI "picks and shovels", quite apart from SMCI which has had a huge run-up?
What are your views on other hardware for cloud benefitting from AI - such as, IBM DELL HPE NET and CSCO. Bottom line - which are buyable today or could you suggest buy prices?
What are your views on other hardware for cloud benefitting from AI - such as, IBM DELL HPE NET and CSCO. Bottom line - which are buyable today or could you suggest buy prices?
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PPL Corporation (PPL $36.22)
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AT&T Inc. (T $29.04)
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Power Corporation of Canada Subordinate Voting Shares (POW $58.23)
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Canadian Western Bank (CWB $56.63)
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Capital Power Corporation (CPX $56.97)
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Alaris Equity Partners Income Trust (AD.UN $18.51)
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Russel Metals Inc. (RUS $42.29)
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Brookfield Infrastructure Partners L.P. (BIP.UN $42.23)
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Exchange Income Corporation (EIF $71.23)
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Pizza Pizza Royalty Corp. (PZA $16.05)
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BMO Canadian Dividend ETF (ZDV $25.04)
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Dream Industrial Real Estate Investment Trust (DIR.UN $12.15)
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Automotive Properties Real Estate Investment Trust (APR.UN $11.62)
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BMO Canadian High Dividend Covered Call ETF (ZWC $19.23)
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Enbridge Inc (ENB $48.32)
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Fabrinet (FN $337.53)
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Fortis Inc. (FTS $49.38)
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Manulife Financial Corporation (MFC $30.46)
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Sun Life Financial Inc. (SLF $58.03)
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Spectrum Brands Holdings Inc. (SPB $54.73)
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Suncor Energy Inc. (SU $40.63)
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Toronto Dominion Bank (The) (TD $74.86)
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TC Energy Corporation (TRP $52.06)
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Royal Bank Of Canada (RY $145.64)
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Bank of Nova Scotia (The) (BNS $62.85)
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BMO Covered Call US Banks ETF (ZWK $25.31)
Q: These are my current holdings and I am looking forward to 2023. They are held in relatively the same quantities in 5 different accounts, a RRIF, 2 TFSA's and 2 Non registered accounts. I am retired an enjoy the income. Do you see any issues with these holdings or have any suggestions looking forward. The only non dividend holding is AR.
Take any extra credits as necessary. Thank you in advance. Enjoy and appreciate 5i'S help. Happy New Year.
Take any extra credits as necessary. Thank you in advance. Enjoy and appreciate 5i'S help. Happy New Year.