Q: It is down 22% today on earnings. Could you review the Q and provide insight into whether this should be held or sold? 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.
Q: Bam reported today. Your thoughts/impressions on the quarter and future.
Thanks
Robert
Thanks
Robert
Q: Hello, Team, I know 5i like the above and with another 6% drop today are there any signs fundamentally something has changed, the drop from the high is 45% which seems excessive. Will the glory days of over 200$ return in time, or the growth is simply not there anymore.
Thank you Anthony
Thank you Anthony
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Twilio Inc. Class A (TWLO $192.60)
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Fortinet Inc. (FTNT $114.12)
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Palo Alto Networks Inc. (PANW $214.59)
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Arista Networks Inc. (ANET $138.42)
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CrowdStrike Holdings Inc. (CRWD $543.61)
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Datadog Inc. (DDOG $196.09)
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Palantir Technologies Inc. (PLTR $134.41)
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Robinhood Markets Inc. (HOOD $77.18)
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Propel Holdings Inc. (PRL $21.79)
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Sezzle Inc. (SEZL $98.99)
Q: Hi,
Could you name five companies that benefit from the AI boom but have been beaten down recently? I'm also interested in your thoughts on fintech and financial companies.
Could you name five companies that benefit from the AI boom but have been beaten down recently? I'm also interested in your thoughts on fintech and financial companies.
Q: Financial results are out - what do you think - Buy, Sell, or Hold ?
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Broadcom Inc. (AVGO $409.54)
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Caterpillar Inc. (CAT $896.00)
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Chevron Corporation (CVX $186.46)
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Eaton Corporation PLC (ETN $396.97)
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Oracle Corporation (ORCL $182.09)
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Quanta Services Inc. (PWR $747.31)
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Union Pacific Corporation (UNP $265.47)
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Exxon Mobil Corporation (XOM $151.34)
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Canadian National Railway Company (CNR $152.45)
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Enbridge Inc. (ENB $75.07)
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Cameco Corporation (CCO $155.51)
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Celestica Inc. (CLS $494.75)
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Agnico Eagle Mines Limited (AEM $264.51)
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Hydro One Limited (H $59.29)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $327.77)
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Fortinet Inc. (FTNT $114.12)
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Palo Alto Networks Inc. (PANW $214.59)
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Arista Networks Inc. (ANET $138.42)
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Nutrien Ltd. (NTR $97.52)
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Comfort Systems USA Inc. (FIX $1,948.11)
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CrowdStrike Holdings Inc. (CRWD $543.61)
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Datadog Inc. (DDOG $196.09)
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monday.com Ltd. (MNDY $73.86)
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Fluence Energy Inc. (FLNC $20.79)
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Electrovaya Inc. (ELVA $13.84)
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GE Vernova Inc. (GEV $1,040.05)
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Tesla CDR (CAD Hedged) (TSLA $36.99)
Q: From your answer to Neil’s question yesterday: “We feel the key for investors is owning a mix of names across sectors, HALO, AI-HALO, and not chasing into the latest 'hot theme' with a large weighting, but taking a measured approach to names that have long-term secular tailwinds in growth industries.” For a new long-term portfolio (5-10 years+) could you supply the sectors you are referring to and a stock or two for each sector? Thanks!
Q: Your analysis would be greatly appreciated on this with only 2 questions!
Thanx as usual
Gary
Thanx as usual
Gary
Q: Hello,
Can you comment on K-Bro Linens results? i currently own some and wondering if it is time to increase my exposure. Much appreciated.
Can you comment on K-Bro Linens results? i currently own some and wondering if it is time to increase my exposure. Much appreciated.
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Becton Dickinson and Company (BDX $147.66)
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Stryker Corporation (SYK $291.84)
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Thermo Fisher Scientific Inc (TMO $462.88)
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iShares Biotechnology ETF (IBB $171.68)
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iShares U.S. Medical Devices ETF (IHI $48.70)
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AbbVie CDR (CAD Hedged) (ABBV)
Q: Still trying to figure out what to do with these healthcare names. Poor momentum and healthcare is unloved. If I sell I can move to something that's working and still sell with gain. Is this the wrong thinking because one should always have exposure to healthcare, even if it is not doing well? I have lots of tech, industrials, financials, and materials, but do have exposure to some healthcare in each portfolio I'm managing.
Q: Hi 5i, pls comment on their release and forward outlook this week. I've been a long term holder and have been very happy with this steady Eddie. It's has a great run in the last year, hoping their organic growth keeps going. Thx.
Q: Hi team,
Would appreciate your opinion on this stock. Think about taking a small position.
Thank you,
Chris
Would appreciate your opinion on this stock. Think about taking a small position.
Thank you,
Chris
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Firan Technology Group Corporation (FTG $19.92)
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5N Plus Inc. (VNP $38.14)
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TerraVest Industries Inc. (TVK $127.18)
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EQB Inc. (EQB $116.37)
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Kraken Robotics Inc. (PNG $6.72)
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Vitalhub Corp. (VHI $7.78)
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Electrovaya Inc. (ELVA $13.84)
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Galaxy Digital Inc. (GLXY $30.72)
Q: The above equities are missing from my portfolio. Please rank the above in terms of growth potential over the next 3 - 5 years, adding in some consideration as to their current pricing.
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PayPal Holdings Inc. (PYPL $45.41)
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Affirm Holdings Inc. (AFRM $65.19)
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Klarna Group plc (KLAR $14.31)
Q: Hello
Could you comment on latest AFRM holdings earnings?
Thank you
Stephane
Could you comment on latest AFRM holdings earnings?
Thank you
Stephane
Q: My question is abit more general on the big 6 banks but I own RY primarily.
What is the historical PE multiple range for the banks and RY specifically. I feel like they are getting a bit expensive compared to historical ranges and the yield is now below 3%. If I had more confidence in the Canadian economy I wouldn’t feel so complex to take some profits off the table and maybe rotate into a few non-bank financials. What do you think? Thanks
What is the historical PE multiple range for the banks and RY specifically. I feel like they are getting a bit expensive compared to historical ranges and the yield is now below 3%. If I had more confidence in the Canadian economy I wouldn’t feel so complex to take some profits off the table and maybe rotate into a few non-bank financials. What do you think? Thanks
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Global X S&P 500 Index Corporate Class ETF (HXS $104.15)
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Vanguard Total International Stock (VXUS $83.60)
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Global X Nasdaq-100 Index Corporate Class ETF (HXQ $113.03)
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Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF (VSS $159.17)
Q: good evening,
All my investments are in north america, can you suggest ETF's in USD, no dividends, to cover other geographies that you deem fit to invest in at this time.
Many Thanks for all these years of profitable investing.
Growth has been amazing even with mistakes I made. Been hoarding way to much cash and thinking of using more ETF's to free up some time.
Thanks again! Been quite a journey! When you've been through the meat grinder repeatedly not as scary anymore. LOL
NEVER would've made it this far without 5i.
All my investments are in north america, can you suggest ETF's in USD, no dividends, to cover other geographies that you deem fit to invest in at this time.
Many Thanks for all these years of profitable investing.
Growth has been amazing even with mistakes I made. Been hoarding way to much cash and thinking of using more ETF's to free up some time.
Thanks again! Been quite a journey! When you've been through the meat grinder repeatedly not as scary anymore. LOL
NEVER would've made it this far without 5i.
Q: Could you please comment on their latest results. Thanks
Q: Are Funds in the Alternative Credit Focused category a good and safe substitute for money market funds?
Q: Your comments on earnings please
Q: I am trying to understand what's going on with HHL this year. It's the worst performing ETF in my portfolio, down 12% YTD, almost double the drop of the US-listed VHT which is in my taxable portfolio. HHL is held in RRSP, so no capital loss :( I am wondering whether to keep it for the income, or drop it and buy another healthcare ETF hoping that the healthcare will eventually recover and ETF like VHT will likely recover faster than HHL. Due to underperforming healthcare ETFs, my portfolio allocation in healthcare is now down to 6.5% from the 8% target. Any suggestions/thoughts?
Q: What is driving the Argentines to greater strength lately compared to the Canucks? Thanks.