Q: Your thoughts on the recent earnings? Had a nice gain, should I hold, add, or sell to move onto another name in the sector? What would you recommend? 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: Hi team,
Is CLS plummeting on Avgo results? Also why the negative reaction on Avgo with the earnings beat? I am not liking this market particularly tech. Any reason to sell off growth names right now it seems to happen with very little new catalysts in sight. Is it time to diversify away from tech with the portfolio already down approx 12% from highs. Or just ride out these growth names as usual? Thx
Shane
Is CLS plummeting on Avgo results? Also why the negative reaction on Avgo with the earnings beat? I am not liking this market particularly tech. Any reason to sell off growth names right now it seems to happen with very little new catalysts in sight. Is it time to diversify away from tech with the portfolio already down approx 12% from highs. Or just ride out these growth names as usual? Thx
Shane
Q: Thoughts on earnings report/outlook?
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Magna International Inc. (MG $72.66)
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XPeng Inc. American depositary shares each representing two Class A (XPEV $18.47)
Q: Good day to you all
I understand it s the early stages ,but would like to know your expert opinion on the joint venture Magna is doing with Xpeng to assemble their cars in Europe
Thanks a lot and best wishes for the Season
I understand it s the early stages ,but would like to know your expert opinion on the joint venture Magna is doing with Xpeng to assemble their cars in Europe
Thanks a lot and best wishes for the Season
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Constellation Software Inc. (CSU $3,260.00)
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Celestica Inc. (CLS $396.79)
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Thomson Reuters Corporation (TRI $182.21)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $224.35)
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Firan Technology Group Corporation (FTG $11.50)
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5N Plus Inc. (VNP $17.50)
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Kraken Robotics Inc. (PNG $5.91)
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Zedcor Inc. (ZDC $5.48)
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kneat.com inc. (KSI $4.27)
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Vitalhub Corp. (VHI $8.77)
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Galaxy Digital Inc. Class A common stock (GLXY $33.41)
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Kits Eyecare Ltd. (KITS $16.73)
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Tantalus Systems Holding Inc. (GRID $4.76)
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Electrovaya Inc. (ELVA $9.04)
Q: I am down on these two companies in my TFSA, and am thinking of selling in favor of another Canadian growth company. I already own ELVA, FTG, GRID, KITS, PNG, VNP and ZDC. Which would you add to, or do you suggest adding another growth company.
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iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $40.43)
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Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $42.60)
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iShares Core MSCI Canadian Quality Dividend Index ETF (XDIV $36.33)
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State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD $43.64)
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FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF (FLVI)
Q: A follow up question on portfolio construction. I’ve decided to try and get more dividends while I wait for capital appreciation inside my TFSA.
So the portfolio will be 20% International holding FLVI and VIU. 45% Canadian and will hold XDIV and CDZ. The 55% US will hold SPYD, VYM, HVD and all 11 sectors through Vanguard or ishares.
I’m looking to collect some dividends while I wait for capital gains and realize I will not get full dividends on the US ETFs. What are your thoughts on this set up, is there anything to improve either with diversification or higher dividends? Appreciate your service.
So the portfolio will be 20% International holding FLVI and VIU. 45% Canadian and will hold XDIV and CDZ. The 55% US will hold SPYD, VYM, HVD and all 11 sectors through Vanguard or ishares.
I’m looking to collect some dividends while I wait for capital gains and realize I will not get full dividends on the US ETFs. What are your thoughts on this set up, is there anything to improve either with diversification or higher dividends? Appreciate your service.
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Silvercorp Metals Inc. (SVM $11.81)
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Vizsla Silver Corp. (VZLA $7.06)
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Discovery Silver Corp. (DSV $8.78)
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First Majestic Silver Corp. (AG $22.54)
Q: I would like to diversify my gold miners into some silver miners. I already have PAAS. What would you suggest for a compliment to PAAS? And a brief reason why?
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Granite Real Estate Investment Trust (GRT.UN $78.84)
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Choice Properties Real Estate Investment Trust (CHP.UN $14.77)
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Dream Industrial Real Estate Investment Trust (DIR.UN $12.18)
Q: What would be your 3 favorite REIT's right now and why. Thanks so much.
Q: LIN has been tanking in the last while, down perhaps 20–25% from its high earlier this year. Can you explain why this is happened? Do you see LIN as a favourable investment going forward, and why? One other related issue: is tax loss selling also an issue in the US, that is, is there much loss selling at this time of year? Many thanks for your excellent service.
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iShares Canadian Growth Index ETF (XCG $65.10)
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iShares Canadian Value Index ETF (XCV $50.85)
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Fidelity Canadian Momentum ETF FCCM (FCCM $11.33)
Q: i am looking for 3 canadian etfs that have the following characteristics that you approve of.
-they are liquid
-one for growth, one for value, one for momentum
dave
-they are liquid
-one for growth, one for value, one for momentum
dave
Q: Would appreciate your assessment of the nature of Electrovaya's business and its growth prospects.
To what sector is its future ,most directly tied: AI, power, industry, other?
Thank you,
To what sector is its future ,most directly tied: AI, power, industry, other?
Thank you,
Q: I "imagine" this : Holding a certain % (20-30 % or more if necessary ) of covered call ETFs or covered calls ETFs with leverage , shall allow to retire 5% of cash (or more) every year, without having to sell stocks ;The only ,relatively minor consequence, would be some reduction of NAV among some ETFs. ..you feedback ? Thanks always
Q: Hi 5i
Electrovaya reported what appears to be good quarterly and yearly numbers yesterday.
May I please have your thoughts on the results and the company itself within the battery space?
Is this a good company to invest in in this space or do you feel that there are others that have better long term (3-5 years) prospects?
Electrovaya reported what appears to be good quarterly and yearly numbers yesterday.
May I please have your thoughts on the results and the company itself within the battery space?
Is this a good company to invest in in this space or do you feel that there are others that have better long term (3-5 years) prospects?
Q: Your thoughts on the slowing numbers out yesterday - over reaction or something that is the canary?
Q: Hello for a 2-3 year hold, full position,which of these 2 would you pick for a total return,I already own TOU and ARX.
Thanks
Thanks
Q: I was looking for the Beat The TSX website (dividendpayer.ca) but it is no longer active. Can you tell me if Matt is still looking after that? Has someone else taken it over?
Thanks! Paul K
Thanks! Paul K
Q: Good morning 5i team.
With the arrival of colder than normal weather since last week,the price of natural gaz ran up to 5.50 or so last week but has been coming down for three consecutive days at the 4.75 level. At what price does ARC benefit the most form nat. gaz?The consensus is that ARC is cheap and should be added at this price.WHat are your views on the volatility of nat gaz and would 30.00$ be a realistic target price for ARC within a period of twelve months? Many thanks,
Jean
With the arrival of colder than normal weather since last week,the price of natural gaz ran up to 5.50 or so last week but has been coming down for three consecutive days at the 4.75 level. At what price does ARC benefit the most form nat. gaz?The consensus is that ARC is cheap and should be added at this price.WHat are your views on the volatility of nat gaz and would 30.00$ be a realistic target price for ARC within a period of twelve months? Many thanks,
Jean
Q: Hi Peter and 5i,
Between CLS and ANET which company would you currently invest for future stock appreciation? Say 5+ year time frame.
Thanks so much for your always stellar advice.
Between CLS and ANET which company would you currently invest for future stock appreciation? Say 5+ year time frame.
Thanks so much for your always stellar advice.
Q: DOL: well I wish I had bought this one when 5i recommended it way back when. Buy now or wait - perhaps some selling to boost annual results by large money managers?
Q: Hi 5I team: We plan to buy QQQ and Google shares for my son's RRSP. given the US drop in interest rate and what may come given Trump's influence, would you recommend that we exchange the Canadian $ into US $ and buy in US? Thx