Q: Please comment on the latest news release. Is this a big win for AIDX? I guess it could lead to more contracts.
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: I have owned this stock for a long time and it now accounts for 6% of my portfolio. I normally trim around that percentage unless the stock is seen as having continued growth and reasonable stability. I see that it is over 6% in the 5i income portfolio. However, I still bear the battle scars from a couple of past short reports on this company and although it has obviously recovered from those attacks, I can't help but wonder if something/someone is lurking in the weeds. I know you don't have a crystal ball but given its history, would you be comfortable letting this company grow to a 7% level which is about the max for me?
Appreciate your insight.
Paul F.
Appreciate your insight.
Paul F.
-
CGI Inc. Class A Subordinate Voting Shares (GIB.A $102.22)
-
Constellation Software Inc. (CSU $2,783.43)
-
iShares S&P/TSX Capped Information Technology Index ETF (XIT $66.78)
-
Topicus.com Inc. (TOI $107.34)
-
Lumine Group Inc. (LMN $24.89)
Q: Greetings 5i team,
I see that CSU, SHOP, CLS and GIB.A account for about 83% of XIT but neither TOI nor LMN are held directly in XIT. Bit of a math question: if we were to break LMN and TOI out of CSU, what % break down of XIT would LMN, TOI and CSU (thus reduced) represent?
Thank you
SP
I see that CSU, SHOP, CLS and GIB.A account for about 83% of XIT but neither TOI nor LMN are held directly in XIT. Bit of a math question: if we were to break LMN and TOI out of CSU, what % break down of XIT would LMN, TOI and CSU (thus reduced) represent?
Thank you
SP
Q: Good Morning,
Looks like LMN had a really strong quarter? Toi also had a strong qrt and CSU reports on Monday. Hopeully the AI threat will start to diminsih .. although may take a few quarters of strength ?
thanks
Looks like LMN had a really strong quarter? Toi also had a strong qrt and CSU reports on Monday. Hopeully the AI threat will start to diminsih .. although may take a few quarters of strength ?
thanks
Q: hi folks, thoughts on Q4 results for Genius Sports....seems to be getting stronger/better each Q....any thoughts on when big acquistion might close/ synergies....and are you still comfortable holding / buy....I see Sportradar reported seemingly good Q results, but took a hit to new lows.....currently have position only in Geni...thx as always, jb
Q: Update please
Q: Your evaluation of PNP 4Q and 2025 results. They changed quite a few holdings this year and bought some really beat up software companies.. Your guess as to its outlook for 2026.
Q: If United States walks away from CUSMA how would you position your portfolio to shield it
Thanks for the help
Thanks for the help
-
Broadcom Inc. (AVGO $333.48)
-
Alphabet Inc. (GOOG $300.79)
-
Microsoft Corporation (MSFT $410.48)
-
Micron Technology Inc. (MU $401.00)
-
NVIDIA Corporation (NVDA $182.53)
-
Teradyne Inc. (TER $305.65)
-
Vertiv Holdings LLC Class A (VRT $255.16)
-
Nebius Group N.V. (NBIS $98.43)
Q: I very much enjoyed reading your AI Stack report and have adjusted some of my holdings accordingly. I hold: NBIS, NVDA, AVGO, MU, TER, VRT, GOOG and MSFT. All between 2-3% weighting. Do I need to hold both NVDA and AVGO? If not, I would sell AVGO. Assuming AVGO is sold, which would you be inclined to top up: NVDA, NBIS, MU, TER, VRT or GOOG? Thank you.
Q: What are your thoughts on Westlake Corp. it has seen some positive movement.
Would you bye this at this time?
Thanks kindly.
Would you bye this at this time?
Thanks kindly.
Q: Do you see anything positive in Akita drilling.It had a big pop yesterday.
Q: if there are 3 or 4 different companies, bidding to buy information services and the starting bids are gonna be at $60 a share. Why is the stock languishing at 48.dave
Q: Could you provide an update on insider buying for Goeasy? In the past they seemed to personally get behind the stock.
Also, what does your gut say about the security of that 5.5% dividend? Are they over-leveraged or is there another key metric that could indicate things are a bit shakey? Thank you
Also, what does your gut say about the security of that 5.5% dividend? Are they over-leveraged or is there another key metric that could indicate things are a bit shakey? Thank you
Q: Hello 5i Team
I hold shares of Diageo (DEO) in my US$ rrsp account.
On February 25, DEO announced the dividend would be reduced.
DEO paid there dividend for the ADR semi-annually (i.e. April and October) and for 2025 payment amounts were approximately US$1.62 and US$2.52
1 - Did DEO convert to quarterly dividend payments ?
2 - Is there an indication of the total annual dividend payment for 2026 - not sure if DEO stated this in their press release however I am assuming it would be British Pounds.
3 - Is DEO a long term hold, given the reduced dividend ?
Thanks
I hold shares of Diageo (DEO) in my US$ rrsp account.
On February 25, DEO announced the dividend would be reduced.
DEO paid there dividend for the ADR semi-annually (i.e. April and October) and for 2025 payment amounts were approximately US$1.62 and US$2.52
1 - Did DEO convert to quarterly dividend payments ?
2 - Is there an indication of the total annual dividend payment for 2026 - not sure if DEO stated this in their press release however I am assuming it would be British Pounds.
3 - Is DEO a long term hold, given the reduced dividend ?
Thanks
Q: Could you please offer thoughts on ETF ARTY - future AI and tech. After holding RBOT for several years, it does look like this one has a more effective index for tracking the AI surge.
Q: ALOY 5i I am looking at investing in this US stock. apparently this critical mineral producer has a plant in US up and running to produce faster and safer products from Saskatoon or Manitoba They are affialated with US and gov't has given them money. What does 5I think long term investment. Thank GV
-
iShares S&P/TSX Global Gold Index ETF (XGD $61.36)
-
BMO Low Volatility Canadian Equity ETF (ZLB $59.66)
-
iShares S&P/TSX Capped Energy Index ETF (XEG $24.19)
-
iShares S&P/TSX Global Base Metals Index ETF (XBM $34.73)
-
Vanguard Balanced ETF Portfolio (VBAL $37.65)
Q: My granddaughter has an individual stock portfolio which I need to change to an ETF portfolio as she does not personally follow or trades stocks and I am no longer able to manage the account.
Would you please suggest a portfolio of ETFs that is diversified as well as recommendations for ETFs that focus on precious metals, base metals and energy?
With appreciation,
Ed
Would you please suggest a portfolio of ETFs that is diversified as well as recommendations for ETFs that focus on precious metals, base metals and energy?
With appreciation,
Ed
-
Exxon Mobil Corporation (XOM $150.25)
-
Suncor Energy Inc. (SU $78.49)
-
Canadian Natural Resources Limited (CNQ $61.80)
Q: What are your favourite energy plays presently, for a 1-2 year hold. U.S. or Canada.
Q: Arx has hit the same resistance levels ie $26 several times in the last few months. It can't seem to break through.
Any hope here or is there a problem on the balance sheet etc ?
Thx
Any hope here or is there a problem on the balance sheet etc ?
Thx
Q: If SABR is a company CSU is looking to buy/takeover, would it not make sense for retail investors to also buy SABR? Perhaps not even for the takeover premium, but doesn't this mean CSU believes that SABR is undervalued?