Q: Everyone, what would you not invest in today? Clayton
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.
-
KKR & Co. Inc. (KKR $144.65)
-
Blackstone Inc. (BX $183.80)
-
Apollo Global Management Inc. (APO $138.48)
-
Invesco Global Listed Private Equity ETF (PSP $72.01)
-
Carlyle Group Inc (The) - Ordinary Shares (CG $66.80)
-
Blue Owl Capital Inc. Class A (OWL $18.59)
Q: In researching the Swedish company EQT, a global powerhouse in finance (listed as EQT on the Stockholm exchange ) I found that EQT.st is the largest holding in PSP, the US-listed ETF that holds alternative asset managers and private equity companies. Many of the businesses held by PSP look attractive, including for example: KKR, OWL, APO, CG and BX. Do you think PSP the ETF is an attractive buy currently over EQT.st? I much prefer EQT.st but I ask you whether you would rather hold one or more of the individual constituents of PSP? If the latter, which companies, if any, do you think have good financial prospects and are at reasonably good prices to buy now?
-
Canadian Utilities Limited Class A Non-Voting Shares (CU $37.96)
-
Brookfield Corporation Class A Limited Voting Shares (BN $95.57)
-
Lumine Group Inc. (LMN $46.30)
-
Nebius Group N.V. (NBIS $90.96)
Q: Yesterday you answered a question regarding three companies you would buy for growth for five years, asked by Judith. You gave the first three and left out your favourite company of all time, CSU. I imagine that is because we are focusing on growth and CSU, being bigger than the others will likely grow less. I tend to be a little leery of lmn and don’t have a high percentage. But, where would it fit, and what would your choices be, if the question was asked in such a way that growth was important but also relative safety? Safety, not in the sense of say, the banks, but something with good prospects for above average growth?
Q: Hi Guys
What were your thoughts on Adobe earnings and conference call yesterday, if you had a chance to hear it. Do you think the the quarter was one where there is a more positive view on Adobe's place in the Ai world going forward? Would you be a buyer at these levels?
Much thanks
Stuart
What were your thoughts on Adobe earnings and conference call yesterday, if you had a chance to hear it. Do you think the the quarter was one where there is a more positive view on Adobe's place in the Ai world going forward? Would you be a buyer at these levels?
Much thanks
Stuart
Q: Which one of Bn or Nbis do you think would provide the best return over the next 3 to 5 years?
Q: The recent price drop looks like more than a minor correction. Your thoughts, please. Thanks Jim
Q: Hi 5i,
I have owned this stock for a long time and all it did was to go down. what is your opinion of this stock. I am quite willing to to sell it. Thanks.Cheers
I have owned this stock for a long time and all it did was to go down. what is your opinion of this stock. I am quite willing to to sell it. Thanks.Cheers
-
Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $57.79)
-
Lundin Mining Corporation (LUN $16.74)
-
Capstone Copper Corp. (CS $10.44)
Q: I was half way to building a recent position in TECK with an average cost in the mid $40's. With the offer on the table, if it was you, would you sell TECK and purchase Capstone or hold for better offers? In the past you have leaned more toward Capstone in the copper space, are you still positive on Capstone?
-
Enbridge Inc. (ENB $67.58)
-
Loblaw Companies Limited (L $54.20)
-
Constellation Software Inc. (CSU $4,301.83)
-
Intact Financial Corporation (IFC $273.43)
-
Metro Inc. (MRU $94.57)
-
Brookfield Renewable Partners L.P. (BEP.UN $35.52)
-
iShares S&P/TSX Global Gold Index ETF (XGD $42.26)
-
Sprott Physical Gold Trust Unit (PHYS $28.31)
-
GFL Environmental Inc. subordinate voting shares (GFL $63.91)
Q: Hi,
Could you illustrate to us all what type of companies/stocks and/or sectors historically have performed the best ( or least worst ) over periods of recession/depression/stagflation and war times? And further, can you provide your top 5-10 CDN stocks that you think would do best in these situations, with at least half of them dividend payers please, if possible. Potential ETF and options strategies would be appreciated as well. Take as many points as you see fit.
cheers and thanks, Chris
Could you illustrate to us all what type of companies/stocks and/or sectors historically have performed the best ( or least worst ) over periods of recession/depression/stagflation and war times? And further, can you provide your top 5-10 CDN stocks that you think would do best in these situations, with at least half of them dividend payers please, if possible. Potential ETF and options strategies would be appreciated as well. Take as many points as you see fit.
cheers and thanks, Chris
-
Brookfield Corporation Class A Limited Voting Shares (BN $95.57)
-
Lumine Group Inc. (LMN $46.30)
-
Nebius Group N.V. (NBIS $90.96)
Q: If you had 10K right now - and were not invested at all - and were 5 years away from using the money, where would you invest it for maximum growth?
-
Microsoft Corporation (MSFT $515.36)
-
Oracle Corporation (ORCL $302.14)
-
Vertiv Holdings LLC Class A (VRT $138.26)
-
Nebius Group N.V. (NBIS $90.96)
Q: Any reason for the 10% increase in its price today?
-
Miscellaneous (MISC)
-
BMO Covered Call Canadian Banks ETF (ZWB $22.50)
-
BMO Canadian High Dividend Covered Call ETF (ZWC $19.42)
-
Ceridian HCM Holding Inc. (CDAY)
-
Hamilton Enhanced US Equity DayMAX ETF (SDAY)
Q: Please advise which covered call QDAY, SDAY or CDAY ETF you would recommend and why since I can have money to buy one ETF only or you prefer another cover call ETF.
Thanks for the great advice
Thanks for the great advice
Q: Good morning,
Please state your opinion on the state of the solid-state batteries (sorry).
Can QS be moved from highly speculative R&D to a race contender?
Thank you as always
Nick
Please state your opinion on the state of the solid-state batteries (sorry).
Can QS be moved from highly speculative R&D to a race contender?
Thank you as always
Nick
-
lululemon athletica inc. (LULU $159.98)
-
Aritzia Inc. Subordinate Voting Shares (ATZ $87.21)
-
Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $19.63)
-
Roots Corporation (ROOT $3.16)
-
Groupe Dynamite Inc. Subordinate voting shares (GRGD $54.61)
Q: If someone wants to invest in a fashion company (clothing retail), which would be the best option today? I'm thinking of Lululemon, Aritzia, Roots, Groupe Dynamite (you’ve made good comments about this company), Canada Goose, etc. Thank you
-
Royal Bank of Canada (RY $200.25)
-
Toronto-Dominion Bank (The) (TD $106.96)
-
Bank of Nova Scotia (The) (BNS $88.16)
-
Bank of Montreal (BMO $176.05)
-
Canadian Imperial Bank Of Commerce (CM $109.66)
-
National Bank of Canada (NA $150.64)
Q: In your opinion, are Cdn. bank stocks overvalued and is it time to trim. Along with two Cdn insurance companies they currently represent approximately 26% of our portfolio
-
Toronto-Dominion Bank (The) (TD $106.96)
-
Bank of Nova Scotia (The) (BNS $88.16)
-
Constellation Software Inc. (CSU $4,301.83)
-
Dollarama Inc. (DOL $190.10)
-
Intact Financial Corporation (IFC $273.43)
-
WSP Global Inc. (WSP $288.09)
-
Descartes Systems Group Inc. (The) (DSG $141.28)
-
FirstService Corporation (FSV $281.98)
-
Toromont Industries Ltd. (TIH $147.86)
-
Thomson Reuters Corporation (TRI $235.79)
-
Alimentation Couche-Tard Inc. (ATD $73.21)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP $203.67)
-
goeasy Ltd. (GSY $209.20)
-
EQB Inc. (EQB $91.16)
-
Brookfield Corporation Class A Limited Voting Shares (BN $95.57)
Q: My son (23) has 9000$ to invest in his first TFSA (he already has a FHSA account that is maxed out). He wants to open a TFSA investing account. Do you have a recommendation for how he breaks up the 9000.00 (ie. 3 stocks)? Are there any sectors that he should focus on at first? Do any particular stocks jump out at you as suitable for this kind or foray into the market?
Thanks in advance
Sue
Thanks in advance
Sue
Q: hi..previous question asked ..Would you continue to hold and your outlook
thx
thx
Q: Hi 5i
Do have any insight into what has been driving glxy today...any news available...
would you continue to hold ?
thx
Do have any insight into what has been driving glxy today...any news available...
would you continue to hold ?
thx
Q: Best alternative asset managers ETF?
Thank you!
Thank you!
-
Dynacor Group Inc. (DNG $4.65)
-
Orbit Garant Drilling Inc. (OGD $1.82)
-
Allied Gold Corporation (AAUC $15.73)
Q: Can you please provide your six favourite gold/precious metal stocks? Two large, established producers, two small and fast growing producers and two speculative companies that are more exploration but showing strong potential. Would DNG also have any appeal as a different way to play gold?