Q: Have held for a year or so, the current uptick looks good to me but Always value your opinion, Hold or sell ?
John.
John.
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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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JD.com Inc. (JD)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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CrowdStrike Holdings Inc. (CRWD)
Q: Hi, for AAG - everything related to Peru is weak right now pending their election.
My question - what are your highest conviction growth picks (any country) that you think can grow over 50% revenue for each of the next 3 years without hiccups. Current valuation doesn't matter given the fact that if they can execute that growth they will grow into any present valuation assigned.
My question - what are your highest conviction growth picks (any country) that you think can grow over 50% revenue for each of the next 3 years without hiccups. Current valuation doesn't matter given the fact that if they can execute that growth they will grow into any present valuation assigned.
Q: I have held onto a significant position in PTU in my TFSA (no losses claimable), for a long time awaiting or perhaps I should say hoping for a possible resurgence of value which appears to be slowly taking place. I am now in profit and would appreciate your opinion. Would you consider it a continuing hold or sell with the recent uptick in Uranium stocks.
John
John
Q: Hi 5i team,
I’ve half position in CAE and in MG. I’m thinking of starting a half position in TFII. All three stocks have gone up quite a bit in the past year with the EV fads and the post covid fads. Which of these three companies is the best buy at the current price for 2-3 years hold and your reasoning behind? Thanks.
I’ve half position in CAE and in MG. I’m thinking of starting a half position in TFII. All three stocks have gone up quite a bit in the past year with the EV fads and the post covid fads. Which of these three companies is the best buy at the current price for 2-3 years hold and your reasoning behind? Thanks.
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Waste Management Inc. (WM)
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Loblaw Companies Limited (L)
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Metro Inc. (MRU)
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Descartes Systems Group Inc. (The) (DSG)
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Hydro One Limited (H)
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GFL Environmental Inc. subordinate voting shares (GFL)
Q: Hi,
I'm seeing more and more evidence for inflation being a real thing that is not yet formally accepted by US or CDN governments. Evidence is obvious increases in the price of some common items (food, lumber, metals, housing) and also an uptick in commentary on the subject by some trusted SA authors.
Can you provide some sectors that typically benefit from increases in inflation (Gold, Finance, etc) as well as some specific company plays that would benefit from increases (Can or US).
Thx,
Cam
I'm seeing more and more evidence for inflation being a real thing that is not yet formally accepted by US or CDN governments. Evidence is obvious increases in the price of some common items (food, lumber, metals, housing) and also an uptick in commentary on the subject by some trusted SA authors.
Can you provide some sectors that typically benefit from increases in inflation (Gold, Finance, etc) as well as some specific company plays that would benefit from increases (Can or US).
Thx,
Cam
Q: Good Morning,
My portfolio, although generally diversified across all sectors, is definitely tilted toward growth stocks and technology. It reached peak value in mid-February, but things have gone downhill since. The market shift to value, materials, financial, and industrial stocks continues to push my personal NAV lower. I know this is driven by the fear of increasing interest rates and inflation. I have only made some minor tweaks to my mix of holdings, but in your experience, is it time for investors to lighten up significantly on growth stocks, or will the pendulum swing back with so many positive earnings reports. Of course, this is somewhat of a market prediction question, but do these trends last for years? My investment horizon is about 5 years. Any insight would be appreciated. Thank you for your excellent service, which (by the way) is attributable to substantial gains in my portfolio since I became a member.
Brad
My portfolio, although generally diversified across all sectors, is definitely tilted toward growth stocks and technology. It reached peak value in mid-February, but things have gone downhill since. The market shift to value, materials, financial, and industrial stocks continues to push my personal NAV lower. I know this is driven by the fear of increasing interest rates and inflation. I have only made some minor tweaks to my mix of holdings, but in your experience, is it time for investors to lighten up significantly on growth stocks, or will the pendulum swing back with so many positive earnings reports. Of course, this is somewhat of a market prediction question, but do these trends last for years? My investment horizon is about 5 years. Any insight would be appreciated. Thank you for your excellent service, which (by the way) is attributable to substantial gains in my portfolio since I became a member.
Brad
Q: on paper this stock looks strong has most things going for it however trades within a tight range (little upswing) can you comment on the future of this stock?
Q: We have about an 11% position in this etf (ZQQ). In the 5 years we have held this etf which was suggested to us by 5i, we have had about a 150% gain - thank you 5i Team. Almost half of these are held in TFSA or RIF accounts, and so not subject to capital gain tax . Due to strength in the Canadian dollar, we are considering switching some or all of the non taxable portion to a similar or identical etf that is not hedged to the Canadian dollar. We understand this would be solely a currency call. We would appreciate your thoughts on this and suggestion of suitable non-hedged Canadian ETFs. We think the MER on ZQQ is a bit high.
Thank you for your continued assistance.
Pat & Cyril
Thank you for your continued assistance.
Pat & Cyril
Q: Hi,
I bought this ETF when it came out. I'm down approx 30%. What are your thoughts on this ETF since its debut and would you continue to hold?
I bought this ETF when it came out. I'm down approx 30%. What are your thoughts on this ETF since its debut and would you continue to hold?
Q: Hello, it was announced that Neighbourly Pharmacy chain files to go public on TSX with $150-million IPO. What do you think of this IPO? Could Neighbourly Pharmacy become a strong competitor to other pharmacy chains such as Shoppers Drug Mart? Do they already have stores in almost all Provinces of Canada. Thank you
Q: DME seems to have a couple very high grade helium wells in Arizona with little to no carbon-based gases (mostly nitrogen). Much depends on the upcoming 3 wells they are drilling but they plan to be in production by Q4. May I please I get your thoughts on this company and the outlook for the helium market in general. Thanks.
Q: I have been holding on to acuity ads. I am down 29%. Would you recommend holding still? And what might be a timeframe for that size of recovery?
Q: Hi Peter
Can you please comment on the quarterly earnings? Though there is an earnings beat. the plant based protein unit incurred a significant loss from previous quarter. Is that a concern from their strategic direction?
Can you please comment on the quarterly earnings? Though there is an earnings beat. the plant based protein unit incurred a significant loss from previous quarter. Is that a concern from their strategic direction?
Q: Good morning, QIF
I've been looking at increasing the weight of the infrastructure portion of my portfolio and QIF ETF recently came up as a possibility. I would appreciate your thoughts on this particular ETF and whether or not you would recommend it for a long term hold and if so in which type off account (Non Reg/RRSP/TFSA/RESP) would it be preferable to hold this particular ETF in. Thanks
I've been looking at increasing the weight of the infrastructure portion of my portfolio and QIF ETF recently came up as a possibility. I would appreciate your thoughts on this particular ETF and whether or not you would recommend it for a long term hold and if so in which type off account (Non Reg/RRSP/TFSA/RESP) would it be preferable to hold this particular ETF in. Thanks
Q: Would you please compare these 3 stocks on the usual parameters,which one would you recommend for a 2 to 3 year hold? Thank you.
Q: Hi Team,
Currently I am down over 30% with kxs in a cash account . I am considering selling and generating a capital loss and using the funds to buy either TOI, or ABNB. Would this be advisable? Or do you see kxs having more upside long term than the other two mentioned? Or do you have a different top pick at the moment you would recommend buying instead to replace Kxs with , if I sold? Either US or Cnd. Thanks
Shane
Currently I am down over 30% with kxs in a cash account . I am considering selling and generating a capital loss and using the funds to buy either TOI, or ABNB. Would this be advisable? Or do you see kxs having more upside long term than the other two mentioned? Or do you have a different top pick at the moment you would recommend buying instead to replace Kxs with , if I sold? Either US or Cnd. Thanks
Shane
Q: Could I have your views on the latest quarter. Comparing STLC and RUS, which one would be your favorite right now. Tnx
Q: I own the above in an undisciplined TFSA. I am considering selling REAL, TTD, SU, DIR.UN, ATD.A and buying LUN, NTR
and more MG. Is this a good swap? Can you suggest other
correctives?? Take all the credits necessary. And thank you for the wonderful service.
Connie
and more MG. Is this a good swap? Can you suggest other
correctives?? Take all the credits necessary. And thank you for the wonderful service.
Connie
Q: What is your outlook on Crew energy and how much debt do they have?
Q: Did anything material come out of the conference call that could explain the drop today and its lacklustre performance over the past few months? It was one of 5i's go-to growth stock recommendations. Looks like the shine has come off a bit.