Q: Thoughts on a decent entry point for this company?
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
-
Miscellaneous (MISC)
-
Purpose US Cash Fund (PSU.U $100.04)
-
Global X USD Cash Maximizer Corporate Class ETF (HSUV.U $118.66)
-
US High Interest Savings Account Fund (HISU.U $100.07)
-
Global X 0-3 Month U.S. T-Bill ETF (UBIL.U $49.99)
-
CI U.S. Money Market ETF (UMNY.U $50.04)
-
iShares 0-3 Month Treasury Bond ETF (SGOV $100.39)
Q: Hello,
Which US ETF do you recommend to keep cash in USD. Safety being the first priority (US equivalent to PSA or CSAV in Canada). Thank you.
Which US ETF do you recommend to keep cash in USD. Safety being the first priority (US equivalent to PSA or CSAV in Canada). Thank you.
-
Cameco Corporation (CCO $157.40)
-
Celestica Inc. (CLS $408.91)
-
Firan Technology Group Corporation (FTG $19.50)
-
5N Plus Inc. (VNP $31.52)
-
Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $183.60)
-
Kraken Robotics Inc. (PNG $8.37)
-
HIVE Digital Technologies Ltd. (HIVE $2.69)
-
Haivision Systems Inc. (HAI $7.85)
-
Tantalus Systems Holding Inc. (GRID $4.57)
-
Telesat Corporation Common and Variable Voting Shares (TSAT $50.73)
-
Electrovaya Inc. (ELVA $11.01)
-
Groupe Dynamite Inc. Subordinate voting shares (GRGD $80.50)
Q: With the VIX above 30 and sure to continue to be volatile in the coming weeks, how would you advise investors to step into the current market? Can you provide a couple of examples of companies you would be buying into this volatility?
Thank you
Tim
Thank you
Tim
Q: Looks like a good buying opportunity for a long term investor. What do you see as the near term price floor? What did you think of the latest quarter?
Thanks
Thanks
-
Constellation Software Inc. (CSU $2,442.83)
-
WSP Global Inc. (WSP $222.98)
-
Celestica Inc. (CLS $408.91)
-
Descartes Systems Group Inc. (The) (DSG $99.87)
-
Thomson Reuters Corporation (TRI $124.39)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP $166.10)
-
Zedcor Inc. (ZDC $4.93)
-
Boyd Group Services Inc. (BYD $177.35)
-
Topicus.com Inc. (TOI $93.51)
-
MDA Space Ltd. (MDA $36.72)
-
Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $61.83)
-
Electrovaya Inc. (ELVA $11.01)
Q: Energy is obviously trading at a premium, given the current conflict, and with this in mind I was thinking of taking advantage of the bump and trimming my CNQ and SU positions. While I don't have any concerns about the companies, it would seem to make sense to monetize some of those gains. That being said, the current conflict has obviously impacted other sectors and companies negatively. What are some opportunistic buys (in your opinion) of companies that are currently depressed by the current conflict, but whose balance sheets and business models are sound, and who will probably do fine over the next 5 years.
Q: What's the perceived/real problem with PNG lately?
-
Fortis Inc. (FTS $77.36)
-
Chartwell Retirement Residences (CSH.UN $20.86)
-
Extendicare Inc. (EXE $26.76)
-
Sienna Senior Living Inc. (SIA $22.08)
Q: Spring Greetings,
1) Whilst all seem relatively safe, I am wondering if I should take profits and rotate into something else with higher dividends and more chances of growth? Surely these cannot keep on going up?
2) Do any other names immediately spring to mind that have higher yields which are also relatively safe?
Many Thanks
1) Whilst all seem relatively safe, I am wondering if I should take profits and rotate into something else with higher dividends and more chances of growth? Surely these cannot keep on going up?
2) Do any other names immediately spring to mind that have higher yields which are also relatively safe?
Many Thanks
Q: What is your opinion of Decisive Dividend Corp?
-
Hemisphere Energy Corporation (HME $2.67)
-
Suncor Energy Inc. (SU $89.79)
-
Canadian Natural Resources Limited (CNQ $64.73)
-
Whitecap Resources Inc. (WCP $14.75)
-
Athabasca Oil Corporation (ATH $10.53)
-
Tamarack Valley Energy Ltd. (TVE $10.88)
Q: I would like your top two oil stocks, canadian or american, for small, medium and large cap with your top two suggestions, overall for a longer term hold. Thanks for all that you do. Geoff
-
AeroVironment Inc. (AVAV $186.67)
-
Kratos Defense & Security Solutions Inc. (KTOS $70.00)
-
Ondas Inc (ONDS $9.13)
Q: Hi,
I think Turkey is one of the global leader in drone manufacturing, and was said ‘politically neutral’. Too tough of a question maybe, but where does it stand in the Iran war? How does its production compare to US, China, and even Ukraine?
You mentioned KTOS, AVAV, ONDS. Is US self-sufficient forever ?
Thanks,
I think Turkey is one of the global leader in drone manufacturing, and was said ‘politically neutral’. Too tough of a question maybe, but where does it stand in the Iran war? How does its production compare to US, China, and even Ukraine?
You mentioned KTOS, AVAV, ONDS. Is US self-sufficient forever ?
Thanks,
Q: Stepping back and ignoring what is currently happening with the price of gold, what percentage of a portfolio do you think an average investor should dedicate to gold?
Thanks as always.
Thanks as always.
-
Loblaw Companies Limited (L $64.15)
-
Constellation Software Inc. (CSU $2,442.83)
-
Dollarama Inc. (DOL $171.83)
-
Fortis Inc. (FTS $77.36)
-
Brookfield Renewable Partners L.P. (BEP.UN $45.12)
-
ATCO Ltd. Class I Non-voting Shares (ACO.X $68.32)
-
Descartes Systems Group Inc. (The) (DSG $99.87)
-
Whitecap Resources Inc. (WCP $14.75)
-
Athabasca Oil Corporation (ATH $10.53)
-
Alimentation Couche-Tard Inc. (ATD $78.42)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP $166.10)
-
Tamarack Valley Energy Ltd. (TVE $10.88)
-
Hydro One Limited (H $57.80)
-
Cardinal Energy Ltd. (CJ $10.77)
-
Aritzia Inc. Subordinate Voting Shares (ATZ $117.12)
-
Topicus.com Inc. (TOI $93.51)
-
Groupe Dynamite Inc. Subordinate voting shares (GRGD $80.50)
Q: Four oil companies make up 30 percent of my portfolio. Purchased during covid and have had big gains in all four. The yield on cardinal based on cost base is 22 percent. This is stupid I know but if not for these four my portfolio is a disaster. It’s basically kept me flat while the tech sector has taken a dive. Should I start to exit some of the oil positions and where do you go if the majority of the 5i favourites are all ready owned ?
Q: There has been a fair spike in their shares, is this because of the Middle East or other factors. Again buy, sell, or hold. Please elaborate on your answer.
Thank you again for your services.
Earl
Thank you again for your services.
Earl
Q: Can you provide your assessment of this company in the space sector. Thanks
Q: What is your take on this small resource company hitting new highs as we speak?
Thnx 5i
Dave
Thnx 5i
Dave
Q: Hi,
According to KoyFin in FY 2028 Micron is has a forecast 7% drop in sales and a 21% drop in earnings per share. Is that consistent with Bloomberg? Does this explain why MU is so cheap on a forward P/E basis (3.6X according to KoyFin)? What’s your take on this data and the implications for investment returns in this stock?
Thank you, Michael
According to KoyFin in FY 2028 Micron is has a forecast 7% drop in sales and a 21% drop in earnings per share. Is that consistent with Bloomberg? Does this explain why MU is so cheap on a forward P/E basis (3.6X according to KoyFin)? What’s your take on this data and the implications for investment returns in this stock?
Thank you, Michael
Q: The VIX continues to climb.Do you see this as a signal to buy start buying beaten down stocks such as WSP or others?
Q: I do not own any utilities. Which are your 2 best managed, solid blue chip dividend paying utilities?
-
Celestica Inc. (CLS $408.91)
-
5N Plus Inc. (VNP $31.52)
-
Kraken Robotics Inc. (PNG $8.37)
-
Nebius Group N.V. (NBIS $105.34)
-
Karman Holdings Inc. (KRMN $85.98)
Q: Had several stocks down roughly 5% March 30, these 5 were almost or over 8% down, overall portfolio was down 3.38% in a day. Seems unfair seeing what the indexes did :)
Q: Will GSY continue to pay Dividends?