Q: I try to keep 5i’s guidance on when to sell a stock in the back of my mind whenever I am looking at my holdings. Do you feel either of these two meet enough of the criteria to warrant selling? For instance I see commentary that (future) competitive landscape for NTR may have shifted materially with massive new supply entering the market? And notwithstanding recent DSG comments, it feels like something has changed? I appreciate your thoughts.
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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.
Q: Can you please comment on earnings yesterday for DSV ? Looks very strong and they are cleaning things up operationally at Porcupine.
The market liked the news.
thanks
The market liked the news.
thanks
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CECO Environmental Corp. (CECO $47.98)
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Construction Partners Inc. (ROAD $120.60)
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Parsons Corporation (PSN $79.82)
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Genius Sports Limited (GENI $12.88)
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Sportradar Group AG (SRAD $31.63)
Q: Hello Team,
You mentioned earlier that when/if Small Caps go they should "GO".
Can you give you top 3-4 Canadian and top 3-4 US small caps that you think will "GO"!
Thanks.
You mentioned earlier that when/if Small Caps go they should "GO".
Can you give you top 3-4 Canadian and top 3-4 US small caps that you think will "GO"!
Thanks.
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CAE Inc. (CAE $37.84)
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Exchange Income Corporation (EIF $73.55)
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Magellan Aerospace Corporation (MAL $15.84)
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Calian Group Ltd. (CGY $49.37)
Q: Thoughts on earnings for each of these companies, each of which are likely to benefit from upcoming increased defense spending. Which one are you most positive on and why. Which are you more bearish on and why? Ratings for each Management 1-10.
Q: Your analysis of recent earnings would be great! I like that the backlog is at a high and am hoping this might be a signal that this will move higher in the next few quarters.
Q: Everyone, ten years ago what would your best five stocks be in Canada? Same question for the US. Are they the same as today? Clayton
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Alphabet Inc. (GOOG $206.72)
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Salesforce Inc. (CRM $248.29)
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Eli Lilly and Company (LLY $711.68)
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UnitedHealth Group Incorporated (DE) (UNH $307.42)
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The Trade Desk Inc. (TTD $53.20)
Q: Folks...great service....can you suggest 3-4 beaten down Canadian and US stocks that you think are great opportunities for rebounds in the next 6 months?
Thank you.
Thank you.
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Alphabet Inc. (GOOG $206.72)
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NVIDIA Corporation (NVDA $177.99)
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United Rentals Inc. (URI $929.95)
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Sportradar Group AG (SRAD $31.63)
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Nebius Group N.V. (NBIS $68.98)
Q: With most companies now reporting results in the last 3 weeks or so, what would be your top 5 buys in both CAD and US markets? Thanks for your great service.
Q: Csu is down 14 percent in one month.
Would you be comfortable buying a full
position at this price or how would you play it?
Would you be comfortable buying a full
position at this price or how would you play it?
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Caterpillar Inc. (CAT $435.67)
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Deere & Company (DE $495.99)
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Eaton Corporation PLC (ETN $347.61)
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Quanta Services Inc. (PWR $379.84)
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Rockwell Automation Inc. (ROK $351.19)
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Zebra Technologies Corporation (ZBRA $322.79)
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Teradyne Inc. (TER $115.30)
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Energizer Holdings Inc. (ENR $28.64)
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Terex Corporation (TEX $51.58)
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GE Vernova Inc. (GEV $607.07)
Q: If the manufacturing base in the US truly strengthens, and I appreciate many of the announcements are performative, what companies will benefit…infrastructure, robotics, construction etc etc Any specific stocks to recommend?
Q: You used to like this company, would you step in today, wait a while, or pass on it all together. Thx.
Q: Down 10% over last 2 days. Any reason I should know?
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WELL Health Technologies Corp. (WELL $4.92)
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HealWELL AI Inc. Class A Subordinate Voting Shares (AIDX $1.39)
Q: Can you explain the relationship between these 2 companies and the significance\impact of results currently released by Healwell. Thanks John
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WELL Health Technologies Corp. (WELL $4.92)
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HealWELL AI Inc. Class A Subordinate Voting Shares (AIDX $1.39)
Q: Hi there, your thoughts on AIDX after their results and conference call?
Q: What size position would you initiate a position in CLBT? Thx
Q: Just wandering with this pullback,would this company be a screaming buy, a table pounding buy, back the truck up or just an attractive entry point lol Thanks Greg
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Constellation Software Inc. (CSU $4,549.91)
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Topicus.com Inc. (TOI $175.88)
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Brookfield Corporation Class A Limited Voting Shares (BN $91.16)
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Lumine Group Inc. (LMN $48.74)
Q: Hi 5i,
There seems to be some good pull backs occurring in Lumine, Topicus, CSU and BN. At what point would you add to existing positions and would you have a recommendation on good entry points?
Thank you!
There seems to be some good pull backs occurring in Lumine, Topicus, CSU and BN. At what point would you add to existing positions and would you have a recommendation on good entry points?
Thank you!
Q: My search for XRP returns the following tickers: xrp-cad, xrp-us, xrp.to, xrp-cny, xrp-eur, axrp.sw, xrpp.to.
I think I understand some. I do not understand all.
Please explain ticker symbols, investment thesis for symbols, and your opinion on these investments for a new TFSA account at age 19.
Thank you.
I think I understand some. I do not understand all.
Please explain ticker symbols, investment thesis for symbols, and your opinion on these investments for a new TFSA account at age 19.
Thank you.
Q: What tailwinds does crcl have ?
Are they strong enough to move the share value up and offset further damage due to interest rate reductions?
Thanks.
Are they strong enough to move the share value up and offset further damage due to interest rate reductions?
Thanks.
Q: Why the difference in results? Since inception, Jan 13 2025 for IBIT.CA 30%, BTCC.B 22%