Q: otc had human trials and it sounds like it was good maybe could stick a toe in what do you think perhaps you have more info thank you for all you do
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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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NextEra Energy Inc. (NEE $75.85)
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Vistra Corp. (VST $207.22)
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Constellation Energy Corporation (CEG $331.26)
Q: Can you please address the question of power demand required to run the data centres of the future.The power infrastructure build out could lag demand thus driving up electrical rates, Would there also be a drag on earnings for companies that don’t get the power required?
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Amazon.com Inc. (AMZN $219.78)
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Alphabet Inc. (GOOG $247.18)
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Microsoft Corporation (MSFT $511.46)
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Oracle Corporation (ORCL $283.46)
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Arista Networks Inc. (ANET $142.50)
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MongoDB Inc. (MDB $318.41)
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Snowflake Inc. (SNOW $224.64)
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Credo Technology Group Holding Ltd (CRDO $142.93)
Q: With the the huge future revenues announced from Oracle yesterday what are some other companies in similar space or competitors that could also benefit?
Thx
Thx
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Kraken Robotics Inc. (PNG $4.61)
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Galaxy Digital Inc. Class A common stock (GLXY $43.03)
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Parsons Corporation (PSN $81.46)
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Genius Sports Limited (GENI $12.75)
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BlackSky Technology Inc. Class A (BKSY $19.71)
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Sportradar Group AG (SRAD $28.97)
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IREN Limited (IREN $41.86)
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Nebius Group N.V. (NBIS $107.70)
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TSS Inc. (TSSI $17.66)
Q: Thanks for NBIS! Any new calls that you like that could go the NBIS way? Thanks in advance.
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American Express Company (AXP $341.68)
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Capital One Financial Corporation (COF $224.05)
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Visa Inc. (V $337.37)
Q: Visa’s business model has come under attack this year by alternate digital payment systems, including coins. And this morning KLARNA which goes public, and its Swedish CEO confidently asserted it will take business away from credit card companies. Swedes are not given to bragging so I take KLAR seriously. I am tempted to sell Visa and invest the proceeds in COF or AXP, whom I see as credit card companies that do more than collect tolls.
Am I wrong in thinking this? Is Visa management’s past record such that they are nimble enough , tech-savvy enough to deal with recent challenges?
Am I wrong in thinking this? Is Visa management’s past record such that they are nimble enough , tech-savvy enough to deal with recent challenges?
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Occidental Petroleum Corporation (OXY $47.47)
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First Trust Natural Gas ETF (FCG $24.25)
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United States Natural Gas Fund (UNG $12.47)
Q: I'm interested in exposure to natural gas - exposure to LNG, data center power, etc. I came across the FCG ETF some time ago, but never really paid much attention to it until now. I've noticed that it is trading lower today than during the GFC period. Regarding this ETF, how does today compare to then? Are there future contracts within this ETF ?........Different components within the ETF itself compared to 17 years ago?.....a worse price for the commodity ?
Do you like this ETF for Natural Gas exposure? UNG doesn't really appeal to me because of its make-up.
Do you like this ETF for Natural Gas exposure? UNG doesn't really appeal to me because of its make-up.
Q: Confused when you answered Issaku question on 2 top utilities stocks, BEPC & FTS, would not ENB rate above these 2?
Thanks Again
Thanks Again
Q: What is up with TMX Group shares ? Stock seems to be losing ground everyday, since its recent earnings release, which was solid and general trading/listing activity seems to continue to rise, Now its back to $53, the level, it traded in April.
Thank You
Thank You
Q: Which is better for a long term investment, basically to regularly add to and forget about it? Plan to mainly hold this etf instead of 20 stocks.
Q: Good day to you all
I have a small position in both Co.
some cash available
which one would you add to ?
thanks for your always good advice
I have a small position in both Co.
some cash available
which one would you add to ?
thanks for your always good advice
Q: What are your favourite money market funds or t-bill funds to hold cash medium to long term?
Q: Hello Peter and 5i colleagues,
GSY tumbled this morning on news of the departure of their CFO. Can one person make such a difference or are there deeper concerns as well?
Thanks as always for your valuable insighys,
Adel
GSY tumbled this morning on news of the departure of their CFO. Can one person make such a difference or are there deeper concerns as well?
Thanks as always for your valuable insighys,
Adel
Q: What is the news on RIOT, please. It seems to be on quite a tear lately, hitting new highs consistently. Thanks!
Q: Hello! Wondering if you have an updated opinion of BITF since your last comment? Thank you!
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $122.75)
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Descartes Systems Group Inc. (The) (DSG $132.32)
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Kinaxis Inc. (KXS $175.17)
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Open Text Corporation (OTEX $52.19)
Q: It is said that AI will decrease the need for software or processes provided by software technology companies. Some fund managers have said that they have reduced their software holdings. Of the companies listed, are any more "immune" to the effects of AI?
Q: Would you recommend holding a small portion of a portfolio in a bitcoin ETF such as IBIT or FBTC as a risk diversifier? and if so, what would be the recommended entry points?
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Applovin Corporation (APP $669.86)
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Genius Sports Limited (GENI $12.75)
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Robinhood Markets Inc. (HOOD $121.78)
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Cellebrite DI Ltd. (CLBT $18.63)
Q: Hi team,
What’s your latest take on Clbt? Is it worth holding for a hopeful recovery ? Or is there overall”better” growth names a guy should own instead right now ? Names I was debating replacing Clbt with were APP, Hood , Geni. Of these 4 names mentioned how would you rank them for potential over the next few years? Or is there another top pick of another US name you would choose today?
Thanks
Shane
What’s your latest take on Clbt? Is it worth holding for a hopeful recovery ? Or is there overall”better” growth names a guy should own instead right now ? Names I was debating replacing Clbt with were APP, Hood , Geni. Of these 4 names mentioned how would you rank them for potential over the next few years? Or is there another top pick of another US name you would choose today?
Thanks
Shane
Q: Hi Peter, I have a TFSA portfolio with 15 stocks in it and was thinking of adding TRI to the list. In order to do this I would have to sell 10 shares of my RY and 7 shares of my CM which together generate a 78.60 dividend a year. The new position in TRI would probably be around 10 shares and a 1% weighting in the portfolio giving me a divided of 23.60 a year. Is losing the difference in dividends of 55.00 worth adding TRI, does doing this make sense in the long run. Thanks
Q: Good day. I would be interested in your opinion of the Chinese EV company, BYD.
Q: Hello Team,
Could I have your top two Canadian utility names please.
Many thanks!
Could I have your top two Canadian utility names please.
Many thanks!