Q: Hi. Do you think the drop in DRX today is related to Trump's threat of a 25% tariff? Thanks.
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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: I see you keep recommending DRX but it's been a falling knife in its stock price.Why do you keep recommending this stock?
Its extremely frustrating
Its extremely frustrating
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Enbridge Inc. (ENB $66.58)
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Celestica Inc. (CLS $449.52)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $222.78)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $171.39)
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ADF Group Inc. Subordinate Voting Shares (DRX $7.57)
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Propel Holdings Inc. (PRL $25.94)
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Brookfield Corporation Class A Limited Voting Shares (BN $64.54)
Q: Regarding potential Trump tarrifs, do they apply to services also or only goods?
Do you see any of the companies (DRX, CLS, BN, PRL, Hps.a, ENB, Shop,.... ) affected by this?
I have gains on most of them. Would you sell right away and buy later,.depending on market outcomes?
Would you have a different strategy for stocks that I plan to sell in 1 year vs 5+ years?
Do you see any of the companies (DRX, CLS, BN, PRL, Hps.a, ENB, Shop,.... ) affected by this?
I have gains on most of them. Would you sell right away and buy later,.depending on market outcomes?
Would you have a different strategy for stocks that I plan to sell in 1 year vs 5+ years?
Q: just wondering what the market is telling us about DRX?
Are you still in favor of this company and if so why?
You think a Trump presidency will affect DRX?
Are you still in favor of this company and if so why?
You think a Trump presidency will affect DRX?
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Intuitive Surgical Inc. (ISRG $575.34)
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AeroVironment Inc. (AVAV $278.39)
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Crocs Inc. (CROX $89.70)
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Aspen Aerogels Inc. (ASPN $3.54)
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SPS Commerce Inc. (SPSC $83.70)
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Galaxy Digital Inc. Class A common stock (GLXY $35.26)
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ADF Group Inc. Subordinate Voting Shares (DRX $7.57)
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Vertiv Holdings LLC Class A (VRT $189.02)
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Cellebrite DI Ltd. (CLBT $18.28)
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TransMedics Group Inc. (TMDX $136.51)
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Nextpower Inc. (NXT $90.59)
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GigaCloud Technology Inc (GCT $40.06)
Q: Since the results of the US election were clear, I wanted to move a few dollars around preparing for the next 4 years. Can you rank in order the 12 stocks listed from best too worst. Only looking for capital appreciation over the next 3-4 years. Thanks.
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Apple Inc. (AAPL $278.78)
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BCE Inc. (BCE $32.59)
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Toromont Industries Ltd. (TIH $163.06)
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Surge Energy Inc. (SGY $7.48)
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Alimentation Couche-Tard Inc. (ATD $74.17)
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TerraVest Industries Inc. (TVK $125.77)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $171.39)
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ADF Group Inc. Subordinate Voting Shares (DRX $7.57)
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Boyd Group Services Inc. (BYD $235.46)
Q: Hello team,
I'm considering selling Apple at a large profit and deploying elsewhere.
I want to offset some gains with some losses.
Losers in order are:
DRX
SGY
BCE (small amount held in my non-reg)
Selling all is fine with me so I can balance out my Apple gains. What do you think about selling these names and what are a couple of your favourite US and CAD stock for new money?
I'm considering selling Apple at a large profit and deploying elsewhere.
I want to offset some gains with some losses.
Losers in order are:
DRX
SGY
BCE (small amount held in my non-reg)
Selling all is fine with me so I can balance out my Apple gains. What do you think about selling these names and what are a couple of your favourite US and CAD stock for new money?
Q: Can you please share your thoughts on the trajectory of these two stocks under the Trump administration?
Aspen is tanking today but ADF Group is hanging in. Are there added risks or downward pressures you see going forward?
Thanks,
Brad
Aspen is tanking today but ADF Group is hanging in. Are there added risks or downward pressures you see going forward?
Thanks,
Brad
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Alphabet Inc. (GOOG $322.09)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $222.78)
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Crocs Inc. (CROX $89.70)
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Aspen Aerogels Inc. (ASPN $3.54)
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ADF Group Inc. Subordinate Voting Shares (DRX $7.57)
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Vertiv Holdings LLC Class A (VRT $189.02)
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Celsius Holdings Inc. (CELH $42.06)
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Cellebrite DI Ltd. (CLBT $18.28)
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TransMedics Group Inc. (TMDX $136.51)
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Nextpower Inc. (NXT $90.59)
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GigaCloud Technology Inc (GCT $40.06)
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Westgold Resources Limited Ordinary shares (WGX $5.33)
Q: Hello Team,
I am re-balancing my portfolio and I have a bit of cash to invest. Of the 12 stocks listed, can you please rank in order you would add to an existing stock. Looking for a 3-5 year hold and not worries about risk and or industry. Thanks again.
I am re-balancing my portfolio and I have a bit of cash to invest. Of the 12 stocks listed, can you please rank in order you would add to an existing stock. Looking for a 3-5 year hold and not worries about risk and or industry. Thanks again.
Q: Which stock has more growth VHI or DRX? Would you recommend one over the other or both?
Thanks for your service
Thanks for your service
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ATS Corporation (ATS $37.71)
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Birchcliff Energy Ltd. (BIR $7.99)
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Premium Brands Holdings Corporation (PBH $98.89)
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Payfare Inc. Class A Common Shares (PAY $4.00)
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ADF Group Inc. Subordinate Voting Shares (DRX $7.57)
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Headwater Exploration Inc. (HWX $9.49)
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Celsius Holdings Inc. (CELH $42.06)
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Nextpower Inc. (NXT $90.59)
Q: Greetings. I'm considering some fall cleaning and would value your opinion on each of these (currently underwater) listed stocks. Hold or toss over the side and go trolling for more profitable opportunities? Thanks for your response.
Q: In the last 3 months, $DRX has declined around 30% with avg. 198K shares traded per day. The technical charts do not show any support until $2.11. How do you find out who is continuously selling the stock even though fundamentals have improved. If someone has greater than 10% exposure in the stock, should they be worried.
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Celestica Inc. (CLS $449.52)
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goeasy Ltd. (GSY $123.28)
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TerraVest Industries Inc. (TVK $125.77)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $171.39)
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ADF Group Inc. Subordinate Voting Shares (DRX $7.57)
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Propel Holdings Inc. (PRL $25.94)
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Brookfield Corporation Class A Limited Voting Shares (BN $64.54)
Q: Greetings 5i team,
I hold these seven companies in my TFSA in roughly equal amounts. I would like to add WELL to my TFSA. Would it be wise to shave a bit from all of the companies listed in order to do so?
Or, do you see a better solution to achieve this (ie. SELL one / two of the other positions in favour of WELL)?
Thank you as always.
SP
I hold these seven companies in my TFSA in roughly equal amounts. I would like to add WELL to my TFSA. Would it be wise to shave a bit from all of the companies listed in order to do so?
Or, do you see a better solution to achieve this (ie. SELL one / two of the other positions in favour of WELL)?
Thank you as always.
SP
Q: Hi 5i,
DRX keeps falling and I keep crying! What's up? Any news? Any possible catalysts on the horizon? Thank you!
DRX keeps falling and I keep crying! What's up? Any news? Any possible catalysts on the horizon? Thank you!
Q: How does one know if they are "catching a falling knife" vs. buying a stock at a good price? For instance, I've been following DRX and the stock has been falling consistently for several months now. 5i has often recommended buying stocks that are establishing new 52-week highs and recognizing positive momentum, but has also continued to recommend DRX.
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Suncor Energy Inc. (SU $61.19)
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Enbridge Inc. (ENB $66.58)
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Canadian Natural Resources Limited (CNQ $47.96)
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Linamar Corporation (LNR $77.29)
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Russel Metals Inc. (RUS $40.88)
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Magna International Inc. (MG $67.83)
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Acadian Timber Corp. (ADN $15.66)
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Stelco Holdings Inc. (STLC $68.14)
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ADF Group Inc. Subordinate Voting Shares (DRX $7.57)
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West Fraser Timber Co. Ltd. (WFG $86.24)
Q: If Trump wins election and he follows through with his promised 20% tariff on imported goods, which Canadian industries would be most adversely affected?
Q: Currently down 11%. Buy more hold or sell and move on. According to
most recent question you ranked it 3rd yet under your disclosure no affiliate of 5I has a stake in it. What am I missing? Thanks Larry
most recent question you ranked it 3rd yet under your disclosure no affiliate of 5I has a stake in it. What am I missing? Thanks Larry
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Tesla Inc. (TSLA $455.00)
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Baidu Inc. (BIDU $125.66)
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CECO Environmental Corp. (CECO $54.93)
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Aspen Aerogels Inc. (ASPN $3.54)
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ADF Group Inc. Subordinate Voting Shares (DRX $7.57)
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Vertiv Holdings LLC Class A (VRT $189.02)
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Palantir Technologies Inc. (PLTR $181.76)
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Luminar Technologies Inc. (LAZR $0.93)
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TransMedics Group Inc. (TMDX $136.51)
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Nextpower Inc. (NXT $90.59)
Q: Can you please rank in order which of the stocks from best to worst you would Recommend today, and are there any that you would Not Recommend at this time (no ranking required)?
TMDX, PLTR, CECO, ASPN, AVAL, LAZR, BIDU, TSLA, VRT, ELMD, NXT, DRX.
Thank you
D&J
TMDX, PLTR, CECO, ASPN, AVAL, LAZR, BIDU, TSLA, VRT, ELMD, NXT, DRX.
Thank you
D&J
Q: DRX has announced great profits, new contracts and the buyback which happened after the last quarter. Negatives could be upcoming US elections, the buyback being treated as Insider selling and the deferral of revenues from this quarter to the next. There seems to be no retail support for this stock, or retail support is not sufficient to offset the institutional selling. What would be the steps that management needs to take to stop the bleeding on this stock as it has been in a down draft since the high of $20.8?
Q: My favorite holdings LMN and DRX are lagging behind recently. It seems that LMN has a significant insiders selling over the past few months and DRX has a customer concentration risk issue. With the current negative momentum, do you see any red flag for concern or a good opportunity to buy more with new cash ? Thank you for your great service. Bill.
Q: Hello
Any comments on ADF announcing today of new orders worth $50 mln ?
Do you think, this will help stabilize the stock, near term ?
Thanks
Any comments on ADF announcing today of new orders worth $50 mln ?
Do you think, this will help stabilize the stock, near term ?
Thanks