Q: Everyone, What are the three most important things investors should be doing right now in the stock market? Clayton
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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: Is AEM likely to support the Foran takeover by Eldorado?
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Cameco Corporation (CCO $145.37)
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Element Fleet Management Corp. (EFN $30.31)
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Celestica Inc. (CLS $380.00)
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EQB Inc. (EQB $107.60)
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HIVE Digital Technologies Ltd. (HIVE $2.81)
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Haivision Systems Inc. (HAI $8.35)
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Topicus.com Inc. (TOI $95.86)
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MDA Space Ltd. (MDA $45.16)
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Telesat Corporation Common and Variable Voting Shares (TSAT $53.28)
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Electrovaya Inc. (ELVA $10.46)
Q: How would you rank the listed names today for new TFSA additions?
Q: What are your thoughts as a turnaround play for a patient investor? Sell off seems a bit overdone.
Thanks
Thanks
Q: Crystal ball time, do you think the bottom is getting close for BAM ? Thinking about it for a 20 year hold in a TFSA ?
Thanks for all you do for the retail investor.
Steve
Thanks for all you do for the retail investor.
Steve
Q: Hi 5i
How were VHI earnings? Shares down big today? Do you have insight as to whats going on. Would you be sellers or holders
Thx
How were VHI earnings? Shares down big today? Do you have insight as to whats going on. Would you be sellers or holders
Thx
Q: Does the delay in VHI reporting it's quarterly results concern you at all? Would you wait until the conference call before adding to a position?
Q: Would you buy GSY today? Assume you have a 5 year window for growth before retirement.
Q: Hello Team 5i and Everyone!
May I have your take on Rubrik's earnings today please? (RBRK)
Thank you,
Sandra
May I have your take on Rubrik's earnings today please? (RBRK)
Thank you,
Sandra
Q: will Trilliant Technologies (may do an IPO) be a major competitor to GRID ? who else are competitors to GRID thanks Richard
Q: Peter; Can you update your thoughts on HAI after they reported
today? Thanks,
Rod
today? Thanks,
Rod
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Agnico Eagle Mines Limited (AEM $249.81)
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Hydro One Limited (H $58.64)
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Vertiv Holdings LLC Class A (VRT $266.09)
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GE Vernova Inc. (GEV $853.82)
Q: please provide top 2 picks for. 1. AI halo stocks. 2. NON AI halo stocks objective is capital appreciation thanks Richard
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BRP Inc. Subordinate Voting Shares (DOO $84.15)
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ADF Group Inc. Subordinate Voting Shares (DRX $8.76)
Q: Hi team,
I’m revisiting my portfolio. Would you be kind enough to review DOO and DRX. Not so popular stocks these days but considering adding to both. Thanks.
I’m revisiting my portfolio. Would you be kind enough to review DOO and DRX. Not so popular stocks these days but considering adding to both. Thanks.
Q: Hi 5I,
It may be somewhere out there, but I can't seem to find any info justifying the (at present), 8+% mid-morning drop for Cameo on heavier than average volume. Are you aware of anything?
Thanks,
Don
It may be somewhere out there, but I can't seem to find any info justifying the (at present), 8+% mid-morning drop for Cameo on heavier than average volume. Are you aware of anything?
Thanks,
Don
Q: I have GLXY in TFSA when it drops TSX listing will there be witholding tax
Q: Hi Team,
After selling gsy into yesterday’s bad news…any suggestions on where investors like me should invest to “get our money back”? Tough question …would need a double. I did put some funds into Tri yesterday on the dip. If Tri gets back to old highs at some point that would be a double. Is this a fair bet? Any other suggestions ? Tough question I know and realize can’t tell the future but looking for best bets here for names that might potentially produce a double over the next couple years or so?
On a side note regarding gsy…very disappointed in the company that I was holding a high position in for a long time. It seems to be lendcare was a bad acquisition. And now looking in that short report seems 100% correct …even down to the exact 300million range of charge offs. It’s also obvious in my opinion that it’s likely why Mullen left, and shortly after the new ceo. I don’t believe health reasons as cited was the issue. Same can be said for the ceo. I assume these guys knowing and not reporting to investors until now is a crime or no ? Any chance of getting any money back in likely upcoming lawsuits? I know …doubtful ; This was a tough pill to swallow as I lost 45k on this dip. Was probably holding more than I should have. This was a gut moving event for me and my family.
Thanks
Shane
After selling gsy into yesterday’s bad news…any suggestions on where investors like me should invest to “get our money back”? Tough question …would need a double. I did put some funds into Tri yesterday on the dip. If Tri gets back to old highs at some point that would be a double. Is this a fair bet? Any other suggestions ? Tough question I know and realize can’t tell the future but looking for best bets here for names that might potentially produce a double over the next couple years or so?
On a side note regarding gsy…very disappointed in the company that I was holding a high position in for a long time. It seems to be lendcare was a bad acquisition. And now looking in that short report seems 100% correct …even down to the exact 300million range of charge offs. It’s also obvious in my opinion that it’s likely why Mullen left, and shortly after the new ceo. I don’t believe health reasons as cited was the issue. Same can be said for the ceo. I assume these guys knowing and not reporting to investors until now is a crime or no ? Any chance of getting any money back in likely upcoming lawsuits? I know …doubtful ; This was a tough pill to swallow as I lost 45k on this dip. Was probably holding more than I should have. This was a gut moving event for me and my family.
Thanks
Shane
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Cloudflare Inc. Class A (NET $220.62)
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Vertiv Holdings LLC Class A (VRT $266.09)
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Nebius Group N.V. (NBIS $118.63)
Q: From the point of growth in the 2-3 years to come can you tel me the best investment among the three entreprises and why?
Thank you very much in advance
Thank you very much in advance
Q: Hi 5i, and always appreciate getting independent opinion.
My understanding is BN is a large 135B market cap company with about 100B revenue. I also understand they have about 100B line of credit to use on acquisitions/funding of large scale infrastructure - (which they have a history of doing well).
I like to buy cheap and wait. Its always easier to destroy than create/build, and considering Ukraine and Middle East infrastructure devastation not to mention new technology builds related directly and indirectly to AI, I can't help but believe the future is very bright for BN business long term.
I want to take advantage of the current weakness, but Brookfield is already 8% overall. Mostly BN, but some BIPC, and BAM. I'm looking for overall return long term.
My question - if it were you, would you consider allowing BN to represent a higher % of your portfolio because of its size and diversification of business? or would you have a hard stop on size of any single equity regardless of its apparent merits.
Thanks a ton!
Glenn
My understanding is BN is a large 135B market cap company with about 100B revenue. I also understand they have about 100B line of credit to use on acquisitions/funding of large scale infrastructure - (which they have a history of doing well).
I like to buy cheap and wait. Its always easier to destroy than create/build, and considering Ukraine and Middle East infrastructure devastation not to mention new technology builds related directly and indirectly to AI, I can't help but believe the future is very bright for BN business long term.
I want to take advantage of the current weakness, but Brookfield is already 8% overall. Mostly BN, but some BIPC, and BAM. I'm looking for overall return long term.
My question - if it were you, would you consider allowing BN to represent a higher % of your portfolio because of its size and diversification of business? or would you have a hard stop on size of any single equity regardless of its apparent merits.
Thanks a ton!
Glenn
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Freeport-McMoRan Inc. (FCX $52.88)
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Lundin Mining Corporation (LUN $30.36)
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Capstone Copper Corp. (CS $9.76)
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Global X Copper Miners ETF (COPX $71.22)
Q: Hi 5i, looking to diversify a small portion of my portfolio into copper. Can you please provide your favourite companies or ETF’s and do you think this makes sense?
Thanks
Thanks
Q: Good afternoon..
Do you think the Government defence related investment
900 million will effect FLT.V in a positive way.
Thanks
Do you think the Government defence related investment
900 million will effect FLT.V in a positive way.
Thanks