Q: What metric(s) would you be looking at to determine if ENB's dividend is in danger? Can you please explain.
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: Would welcome your interpretation of the recent Quarterly Results reported from Roblox, and your opinion on the merits of holding a position in the stock as part of a technology growth-oriented portfolio, or identification of any peers that may offer a better risk/return for a 5-year hold. Thanks as always to you and your staff.
-
Chipotle Mexican Grill Inc. (CMG $42.49)
-
lululemon athletica inc. (LULU $195.79)
-
Shake Shack Inc. Class A (SHAK $113.20)
Q: Hi. I'd like your opinion on SHAK as a long term investment. With its strong brand and small(ish) number of locations, over the next 5 years do you think they can deliver similar/better/worse revenue and eps growth numbers that LULU and CMG achieved over the past 5 years. Thanks a lot.
Q: Hi Folks!
What are your thoughts on this company for a long term hold?
I realize it is higher risk but do you see the fundamentals going in the right direction?
And would you consider the graphite sector a good play in EV battery production?
A million thanks as always!
What are your thoughts on this company for a long term hold?
I realize it is higher risk but do you see the fundamentals going in the right direction?
And would you consider the graphite sector a good play in EV battery production?
A million thanks as always!
-
Amazon.com Inc. (AMZN $217.62)
-
Costco Wholesale Corporation (COST $963.30)
-
Alphabet Inc. (GOOG $195.97)
-
Microsoft Corporation (MSFT $525.74)
-
NVIDIA Corporation (NVDA $178.16)
-
PayPal Holdings Inc. (PYPL $69.16)
-
Home Depot Inc. (The) (HD $387.73)
-
Visa Inc. (V $339.04)
-
Walmart Inc. (WMT $102.63)
-
Block Inc. Class A (SQ)
-
Tesla Inc. (TSLA $318.27)
-
Atlassian Corporation (TEAM $186.58)
-
Veeva Systems Inc. Class A (VEEV $281.40)
-
The Trade Desk Inc. (TTD $89.33)
-
Roku Inc. (ROKU $84.89)
-
Pinterest Inc. Class A (PINS $39.15)
-
CrowdStrike Holdings Inc. (CRWD $445.75)
-
Trane Technologies plc (TT $427.52)
-
Palantir Technologies Inc. (PLTR $177.67)
-
Unity Software Inc. (U $31.42)
Q: Would you be able to provide a grading for the following stocks as you currently have for CND companies in the Report section? Would appreciate your thoughts, +A through E for the selected companies.
Any chance you’ll be adding US companies to the Reports one day?
Thanks
Nick
Any chance you’ll be adding US companies to the Reports one day?
Thanks
Nick
-
H2O Innovation Inc. (HEO $4.25)
-
Ecolab Inc. (ECL $267.35)
-
Flowserve Corporation (FLS $53.96)
-
Roper Technologies Inc. (ROP $539.42)
-
Xylem Inc. New (XYL $143.69)
-
Brookfield Infrastructure Partners L.P. (BIP.UN $42.85)
-
Flexible Solutions International Inc. (CDA) (FSI $5.51)
-
Itron Inc. (ITRI $126.15)
-
MUELLER WATER PRODUCTS (MWA $25.58)
-
Evoqua Water Technologies Corp. (AQUA)
-
Watts Water Technologies Inc. Class A (WTS $263.46)
-
Badger Meter Inc. (BMI $186.24)
-
IDEX Corporation (IEX $160.63)
Q: I'd like to invest (5 year time frame minimum) in one or two leading companies that are benefitting from the drive to optimize water resources. Could you rank the best opportunities in this list considering growth, valuation, moat, and stability? Any names missing from this list?
-
Northland Power Inc. (NPI $22.40)
-
Stella-Jones Inc. (SJ $79.23)
-
Kinaxis Inc. (KXS $198.18)
-
Knight Therapeutics Inc. (GUD $6.25)
-
Canopy Growth Corporation (WEED $1.41)
-
Goodfood Market Corp. (FOOD $0.17)
-
Xebec Adsorption Inc. (XBC $0.51)
-
Martello Technologies Group Inc. (MTLO $0.02)
-
Aurora Cannabis Inc. (ACB $4.18)
-
CloudMD Software & Services Inc. (DOC $0.04)
-
Skylight Health Group Inc. (SLHG)
Q: Hi there,
I am looking to consolidate and sell some stocks. I have listed my stocks that are not performing and would rather invest elsewhere.
Any of the above stocks recommended to hold / sell?
Thanks in advance.
I am looking to consolidate and sell some stocks. I have listed my stocks that are not performing and would rather invest elsewhere.
Any of the above stocks recommended to hold / sell?
Thanks in advance.
-
BMO MSCI Emerging Markets Index ETF (ZEM $24.25)
-
iShares Core MSCI Emerging Markets IMI Index ETF (XEC $32.34)
-
Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $41.48)
Q: Have held VEE for a while now and have been disappointed on its performance, do you have any suggestions for foreign exposure?
-
Lockheed Martin Corporation (LMT $433.22)
-
Roper Technologies Inc. (ROP $539.42)
-
Jacobs Solutions Inc. (J $146.72)
Q: Light on industrials. Which would you favour today, 1 each in Canada and the US?
Q: If you recall US based Lantronix is the Company that bought TSX listed Intrinsyc Technologies last year for which shares were issued to Intrinsyc shareholders. LTRX reported Q4 results today and provided a very strong outlook. What is 5i thoughts about continuing to hold these shares?
Q: What would be your 5 favorite best of best stocks that you are buying and holding?
Clayton
Clayton
Q: Any chance that Real Matters is a buyout target for Constellation Software? Mark Leonard did say he is going after other "markets". Or maybe Real Matters cannot even past their internal hurdle rates.
Q: Just to clarify: Adrian Montgomery stepped down as director of the Bridging Finance family trust in Dec 2020, but is still EGLX CEO? Do you think any issues are already priced into this stock?
Q: I appreciate this is not a US/Cdn stock, but curious what your thoughts would be. The space they are in seems to be hot these days, but they are trading at almost a 12 month low. Results are supposed to be out in a few days, wondering if market is expecting mediocre?
Q: They have been performing well in the past year,
P/E ratio is high, analysts have diverging opinions.
What is 5i PRO's opinion for a buy (long term)
Thx
P/E ratio is high, analysts have diverging opinions.
What is 5i PRO's opinion for a buy (long term)
Thx
Q: Any thoughts on the earnings release this morning?
thank-you
thank-you
-
Madison Square Garden Entertainment Corp. Class A (MSGE $38.12)
-
Madison Square Garden Sports Corp. Class A (New) (MSGS $203.16)
Q: I see that you consider MSGE as potentially positive for a reopening play - do you view MSGS in a similar fashion?
Thank you as always...
Thank you as always...
Q: Hello 5i, I notice a lot of insider selling at around 15 to 16 dollars is this a sign of a problem. Could you comment on this company as an investment.
-
Apple Inc. (AAPL $214.08)
-
NVIDIA Corporation (NVDA $178.16)
-
Constellation Software Inc. (CSU $4,780.42)
-
Open Text Corporation (OTEX $39.99)
-
The Trade Desk Inc. (TTD $89.33)
-
Topicus.com Inc. (TOI $184.60)
Q: I am overweight in tech by about 10% in my portfolio and I should sell some positions to increase my exposure in other sectors. What is your conviction in order of preference on APPL, CSU, NVDA, OTEX, TTD and TOI if I need to sell some portions or all of any of these holdings?
Q: Please explain the difference between "risk-on" and "risk-off" with regards to buying and selling stocks.