Q: What do you think of their latest announcement
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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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goeasy Ltd. (GSY $125.64)
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Firan Technology Group Corporation (FTG $11.12)
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TerraVest Industries Inc. (TVK $128.37)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $177.87)
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Kraken Robotics Inc. (PNG $6.30)
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Zedcor Inc. (ZDC $5.90)
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Vitalhub Corp. (VHI $8.99)
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Galaxy Digital Inc. Class A common stock (GLXY $40.72)
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Tantalus Systems Holding Inc. (GRID $4.70)
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Telesat Corporation Common and Variable Voting Shares (TSAT $46.70)
Q: I forgot to put in Canadian in my question that you responded to today. Rephrased - What are your top 10 Canadian small caps. Please put your response in the order you would buy them for the largest total gain (dividend and capital gain) over the next two years.
Q: Following up on a question from Larry posted earlier today, but from a different perspective… Actual receipt of dividends is less of an importance to me and my focus is about the long-term prospects for a company (and of course, the increase in its share price). What is your view on NPI going forward? Do you see reason to view it favourably and to keep as an investment, or is it time to take the loss and move on? Please provide some of your analysis for your conclusion. Thank you for your excellent service.
Q: Engineering stocks, specially WSP, have lagged the market this year, despite lot of positive news around data centres build and Canadian government spend plans on infrastructure projects. WSP actually is trading near its 52 weeks low.
Unless there is a solid catalyst to lift the stock over next 6-12 months, would it make sense to step aside and assign these funds elsewhere like financials ( Canadian banks ) or other industrials ( US aerospace) or even Tech ( CLS ), where there is better momentum and more visibility ?
Thank You
Unless there is a solid catalyst to lift the stock over next 6-12 months, would it make sense to step aside and assign these funds elsewhere like financials ( Canadian banks ) or other industrials ( US aerospace) or even Tech ( CLS ), where there is better momentum and more visibility ?
Thank You
Q: It looks like the market isn't fond of the recent quarter from NWC. What will it take to get this stock going again? Is this a good entry point?
Q: Can you guys direct me to the link 'how to ' use Norberts Gambit please?
Sheldon
Sheldon
Q: Celestica is being added to S&P/TSX Composite Index Dec 22. How will this affect the stock?
Thank You
Peter
Thank You
Peter
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goeasy Ltd. (GSY $125.64)
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Kraken Robotics Inc. (PNG $6.30)
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Monolithic Power Systems Inc. (MPWR $979.02)
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Zedcor Inc. (ZDC $5.90)
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Kratos Defense & Security Solutions Inc. (KTOS $76.91)
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BWX Technologies Inc. (BWXT $179.65)
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Galaxy Digital Inc. Class A common stock (GLXY $40.72)
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NewMarket Corp (NEU $770.39)
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Telesat Corporation Common and Variable Voting Shares (TSAT $46.70)
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Nebius Group N.V. (NBIS $93.59)
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Rocket Lab Corporation (RKLB $57.52)
Q: What are your top 10 small caps. Please put your response in the order you would buy them for the largest total gain (dividend and capital gain) over the next two years.
Q: Following from Matt’s questions….
What is the forecasted revenue source for AI companies?
How do you see the service offerings between consumer and business?
What is the forecasted revenue source for AI companies?
How do you see the service offerings between consumer and business?
Q: Microsoft's C$7.5 billion investment in Canada (over the next two years), part of a larger C$19 billion commitment through 2027 may benefit some Canadian companies like GIB at 52 wk lows and CLS at 52 week highs.
I like beaten up dogs like GIB vs. high flyers.
What is your opinion of GIB these days.
Thank you
I like beaten up dogs like GIB vs. high flyers.
What is your opinion of GIB these days.
Thank you
Q: Can you describe what Zedcore does and why it has performed so well. Is its product line unique or is there aggressive competition? Is there anything that really sets it apart from others? If not, then why has it been a go to stock over the past while? How would you rate it out of 10? Where do you see there stock price in 6 months?
Q: As I muddle my way through determining which holdings to purchase or add to and which to reduce or sell outright, I can't seem to ignore the backdrop of tariffs and an unpredictable Trump. If CUSMA goes down the toilet and duties are applied to almost all goods I can't see how there wouldn't be cataclysmic damage to our country. I am increasingly worried that as an investor I am not discounting the likelihood of this accurately. I am wondering if you could comment on this and discuss what your thoughts are. I would like to be able to better formulate my own opinion as to the risk I am taking with equities and your input would be valuable.
Q: Hello, I'm low on consumer staples stocks, which one of the following three would you pick and why (FYI, I am not interested in either L or ATD): MRU, NSTL (CDR) or PG(CDR)? Thanks.
Q: I'm analyzing some pharma companies for a potential single company to add to the portfolio. I know you like Cipher in Canada. I'm looking for outsized long term returns, so I'm excluding mega caps like Eli Lilly etc. More looking to get in earlier and hold a company that has the criteria to be a big name down the road. Can you compare CPH to KRYS, which is a US company that filters pretty well for what I'm looking for. Let me know which of the 2 looks like the better choice? Thx
Q: Thoughts on earnings release and what might be a good entry point if you recommend starting a position? Thanx
Q: Good morning 5i.
I would appreciate 5i's comments on Forward P/E ratios published in major reporting entities like Globe Investor.
Are these based on consensus analyst projections of forward earnings? Do the forward earnings forecasts exclude large non-recurring transactions (that could flip a 'real' 22 Forward P/E projection into a more attractive looking 11?
In summary, what advice would 5i have on the above, and how much should one take an "attractive looking" forward P/E into consideration when thinking about a stock?
Thank you.
I would appreciate 5i's comments on Forward P/E ratios published in major reporting entities like Globe Investor.
Are these based on consensus analyst projections of forward earnings? Do the forward earnings forecasts exclude large non-recurring transactions (that could flip a 'real' 22 Forward P/E projection into a more attractive looking 11?
In summary, what advice would 5i have on the above, and how much should one take an "attractive looking" forward P/E into consideration when thinking about a stock?
Thank you.
Q: Is it advisable to sell HBND for a tax loss (down 13%) before year end?
If inflation looms or bond vigilantes are at work, long-term bond yields could go up from here.
Appreciate your thoughts
If inflation looms or bond vigilantes are at work, long-term bond yields could go up from here.
Appreciate your thoughts
Q: We’ve seen a decline in stock price steadily since about Nov. 21,and a significant drop today. It looked promising after the Parkland deal . Do you see any reasons for the way it’s acting?
Philip
Philip
Q: If one believed Japan will slowly start increasing interest rates. Is it generally better to invest in a hedged or non-hedged Japan ETF? Is the Japan Value ETF, EWJV hedged?
Q: Groupe Dynamite released a very strong Q3 earnings report on Tuesday, with same store sales growth over 30%, earnings per share up 75% and declared a $2.30 special dividend. I have been building a position in this stock since September. What did you think of the earnings report and do you still think it has good upside potential over the next couple of years?