Q: Hi Peter - NBIS had a 50 % bump recently and the next earnings are still to come. Any thoughts on how the earnings will impact the share price? Thank you!
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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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Adobe Inc. (ADBE $365.90)
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Meta Platforms Inc. (META $778.38)
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Alphabet Inc. (GOOGL $254.72)
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Microsoft Corporation (MSFT $517.93)
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Mastercard Incorporated (MA $584.16)
Q: I own the above listed US Stocks. Please rate each one as a BUY, HOLD or SELL and the reasons for your rating.
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Vanguard Canadian Aggregate Bond Index ETF (VAB $23.24)
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iShares Core U.S. Aggregate Bond ETF (AGG $100.29)
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SPDR Bloomberg 1-3 Month T-Bill ETF (BIL $91.68)
Q: I believe that Warren Buffet has most of his fixed income in short term bonds. Longer term or shorter term strategy in today’s context? I would also appreciate your reasoning, so as to better understand bonds
Thanks
Thanks
Q: A question was recently asked about whether gold has finished its run and you said no. I don’t think I have ever owned anything related to gold and i don’t know much about it. But, if it has more runway and we face a bit of an uncertain future, it may be time to test the water. I imagine some kind of etf, either US or Cdn would fit best. What would you suggest on each side of the border for someone in my position
Thanks for great advice
Thanks for great advice
Q: What is your opinion on whether or not Foran is worth investing in?
I see that Mark Carney has included Foran's McIlvenna Bay copper mine project in his recent announcement of five major projects he would like to see crossing the finish line. Any idea what this might mean?
I also see that Foran has been approved to earn up to C$70 Million in Transferrable Royalty Tax Credits from the Government of Saskatchewan.
Thanks as always for your expertise.
I see that Mark Carney has included Foran's McIlvenna Bay copper mine project in his recent announcement of five major projects he would like to see crossing the finish line. Any idea what this might mean?
I also see that Foran has been approved to earn up to C$70 Million in Transferrable Royalty Tax Credits from the Government of Saskatchewan.
Thanks as always for your expertise.
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Galaxy Digital Inc. Class A common stock (GLXY $45.38)
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Genius Sports Limited (GENI $12.79)
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Sportradar Group AG (SRAD $30.14)
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Nebius Group N.V. (NBIS $99.31)
Q: Just a comment....Warren Buffet is a legend worldwide...but in Canada...Peter Hodson is "The GOAT"...he has assembled a "Dream team" with Ryan Modesto, Chris White, & many others..to make the best...& only...research team/site to follow for success imo...the early picks of Nbis/q, Geni/q, Srad/q, Glxy/T...and many many more..have led to many winners along the way...best investment decision I ever made was to join 5i at the beginnig and will be a member for life...thanks for all you do, jb Piedmont QC
Q: Note - I submitted this question, but received an error message.
What are you thoughts about the latest report? I have shares in both TFSA and RRSP, would you sell and move onto another growth name? What do you suggest right now? When you have decided to switch to another name after an earnings report, do you sell right away or do you wait for the price to bounce back (or stabilize)? Thank you
What are you thoughts about the latest report? I have shares in both TFSA and RRSP, would you sell and move onto another growth name? What do you suggest right now? When you have decided to switch to another name after an earnings report, do you sell right away or do you wait for the price to bounce back (or stabilize)? Thank you
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Broadcom Inc. (AVGO $344.94)
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NVIDIA Corporation (NVDA $176.67)
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Tesla Inc. (TSLA $426.07)
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Kraken Robotics Inc. (PNG $4.57)
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Zedcor Inc. (ZDC $4.47)
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Galaxy Digital Inc. Class A common stock (GLXY $45.38)
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CrowdStrike Holdings Inc. (CRWD $502.55)
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Tantalus Systems Holding Inc. (GRID $3.25)
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Roblox Corporation Class A (RBLX $135.18)
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Coinbase Global Inc (COIN $342.46)
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Robinhood Markets Inc. (HOOD $124.78)
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Nebius Group N.V. (NBIS $99.31)
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Rocket Lab Corporation (RKLB $47.79)
Q: There has been a huge run in the AI related stocks which your service has nailed. Thank you! Are there other sectors that you think have growth and upside right now, and why? If you have a sector(let's say gold, or consumer, etc), could you give a couple names US and CDA as well? Or should I just look in your portfolios for your picks?
Q: QUU What are your thoughts of this ETF? Is there a similar ETF you prefer?
Q: Hi 5i, Want to raise some cash in TFSA.
I have shares in KEL : I'm up 33% from purchase, KEL is down approx 6% this year, KEL does not pay a Div.
I have shares in PHX : Up 11% from purchase, PHX is down approx 19% this year, PHX pays a 10.6% Div.
Share values are < $5k each.
Given the outlook for Energy sector for the next year, would you recommend selling 1, or other, or both.
Thanks for your usual great support.
Terence
I have shares in KEL : I'm up 33% from purchase, KEL is down approx 6% this year, KEL does not pay a Div.
I have shares in PHX : Up 11% from purchase, PHX is down approx 19% this year, PHX pays a 10.6% Div.
Share values are < $5k each.
Given the outlook for Energy sector for the next year, would you recommend selling 1, or other, or both.
Thanks for your usual great support.
Terence
Q: Hi Peter and 5i Team,
Any news from Boyd that would account for the particularly bad day on Wednesday. Sep. 17 (down 2.19%)?
Thanks as always for your insight.
Any news from Boyd that would account for the particularly bad day on Wednesday. Sep. 17 (down 2.19%)?
Thanks as always for your insight.
Q: The stock price for VHI has has been in a deep dive for the last several weeks. Also, it's P/E is 123X. Given the direction of it's stock price and it's high P/E would you recommend staying away now? I need a healthcare stock and I would like it to be VHI.
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Microsoft Corporation (MSFT $517.93)
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NVIDIA Corporation (NVDA $176.67)
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Nebius Group N.V. (NBIS $99.31)
Q: Can you explain how Nebius expects to become profitable, and when?
Despite the nice Microsoft contract, its business has very high capital expenditures to pay for data centres, latest GPUs, power, humans, etc. I wonder about things like how much cash it has, how long that will last, the cost of its capital, how it raises capital, the risk of inflation on costs, etc. I also wonder if it's other businesses (Toloka, Avride, Triple 10 and Clickhouse) are at all priced in, and whether any of these would possibly be spun out.
Any further insights you might have would be appreciated.
Despite the nice Microsoft contract, its business has very high capital expenditures to pay for data centres, latest GPUs, power, humans, etc. I wonder about things like how much cash it has, how long that will last, the cost of its capital, how it raises capital, the risk of inflation on costs, etc. I also wonder if it's other businesses (Toloka, Avride, Triple 10 and Clickhouse) are at all priced in, and whether any of these would possibly be spun out.
Any further insights you might have would be appreciated.
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Visa Inc. (V $341.61)
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Bank of Nova Scotia (The) (BNS $89.60)
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Enbridge Inc. (ENB $68.36)
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TC Energy Corporation (TRP $72.46)
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Sun Life Financial Inc. (SLF $83.01)
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TELUS Corporation (T $21.93)
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Fortis Inc. (FTS $67.94)
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Thomson Reuters Corporation (TRI $224.00)
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Dream Industrial Real Estate Investment Trust (DIR.UN $12.49)
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Trisura Group Ltd. (TSU $40.46)
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Brookfield Corporation Class A Limited Voting Shares (BN $99.02)
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Lumine Group Inc. (LMN $45.80)
Q: Which ones (if any) would you buy and hold and forget for 10 years?
Q: Which do you think might have a better return over next 2 to 3 years and why. Suggested entry point? Thanx.
Q: When you assess the weightings of your entire portfolio do you typically include ETFs as well as individual stocks or just stocks? I’m trying to assess if I need to trim any of my assets
Regarding PNG what do you think is a good entry price? Do you see good growth potential? Are there any other good robotics companies that may benefit from AI advancements?
Thank you!
Regarding PNG what do you think is a good entry price? Do you see good growth potential? Are there any other good robotics companies that may benefit from AI advancements?
Thank you!
Q: Fidelity Canada Short Term Corporate Bond ETF - FCSB
Your opinion of this ETF please, and compare/contrast with similar fixed-income ETFs from others. Additional comments re: Fidelity Canada ETFs (not funds) in general would be welcome.
As always, Thank you
IslandJohn
Your opinion of this ETF please, and compare/contrast with similar fixed-income ETFs from others. Additional comments re: Fidelity Canada ETFs (not funds) in general would be welcome.
As always, Thank you
IslandJohn
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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NextEra Energy Inc. (NEE $71.08)
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Vistra Corp. (VST $211.28)
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Constellation Energy Corporation (CEG $330.90)
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 $231.48)
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Alphabet Inc. (GOOG $255.24)
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Microsoft Corporation (MSFT $517.93)
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Oracle Corporation (ORCL $308.66)
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Arista Networks Inc. (ANET $149.61)
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MongoDB Inc. (MDB $323.43)
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Snowflake Inc. (SNOW $230.48)
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Credo Technology Group Holding Ltd (CRDO $169.56)
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