Q: I had shares of NV5 Global that are now Acuren. Shares are up 50% in the past month or so. Would you continue to hold or is there another small cap industrial that you prefer?
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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 Peter, I thought I finally had a winner with CSU. I have 7 shares and it was nice when they were close to 5000.00, thinking they might go higher. It's always hard to sell the winners. Even though I still have a bit of a gain is it time to forget about this high price for CSU. I know you can't predict the future but how low could this go, it's not going to be another Nortel, or drop down to 500 or 700 is it? Would it be a good time to add or sell. Can you give us some encouragement or some guidance with this. Much appreciated.
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Santacruz Silver Mining Ltd. (SCZ $2.79)
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SSR Mining Inc. (SSRM $34.21)
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Pan American Silver Corp. (PAAS $54.01)
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Coeur Mining Inc. (CDE $18.73)
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Hecla Mining Company (HL $11.89)
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First Majestic Silver Corp. (AG $17.27)
Q: I currently own First Majestic Silver (AG) but would like a few more Canadian names to take advantage of the silver commodity price. Please suggest a few names that you think would be appropriate. Thanks four your continued great service.
Q: Hello Peter
with the lower interest rate and the debt accumulated by US and Cdn govt
(correct me if I am not right, the Cdn central bank needs to buy more gold)
it accounts for the rising prices of gold and the gold stocks including ETF like XGD
what would be a economic scenario that could cause the gold stocks or gold in general to pull back by 15 to 25 % either sharply or over a 3-6 months period, your
wisdom is appreciated
alot of us has some gold stocks that has done well
thanks
Michael
with the lower interest rate and the debt accumulated by US and Cdn govt
(correct me if I am not right, the Cdn central bank needs to buy more gold)
it accounts for the rising prices of gold and the gold stocks including ETF like XGD
what would be a economic scenario that could cause the gold stocks or gold in general to pull back by 15 to 25 % either sharply or over a 3-6 months period, your
wisdom is appreciated
alot of us has some gold stocks that has done well
thanks
Michael
Q: I saw a video clip of the Parliamentary Budget officer giving a dire review of the financial health of the country. Pretty much saying it is unsustainable unless something is done quickly. Are you recommending any significant changes to individual investors portfolios based on these findings? What would happen to stocks if Canada defaulted on its debt?
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Constellation Software Inc. (CSU $3,766.74)
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Topicus.com Inc. (TOI $144.88)
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Lumine Group Inc. (LMN $39.90)
Q: Hi 5i, here goes another CSU family Q.
Yesterday you mentioned a 10% drop would not surprise you. Well it's here. Based on your ability to use Bloomberg and other valuation tools, where do see the next floors down in the elevator so to speak. And based on these two events in the past week, how long will the family be in the dog house? Also I'm asking this on the assumption you are still fans. Thx.
Yesterday you mentioned a 10% drop would not surprise you. Well it's here. Based on your ability to use Bloomberg and other valuation tools, where do see the next floors down in the elevator so to speak. And based on these two events in the past week, how long will the family be in the dog house? Also I'm asking this on the assumption you are still fans. Thx.
Q: What do you think of the bought deal and the merits of an IFP investment moving forward? Shares look pretty cheap, debt notwithstanding. Thx
Q: UCU has had a strong run. With its critical mineral focus, apparently unique RapidSX technology, its build out in Louisiana, and funding support from the US Army, how does it look to 5i's for future stock appreciation? Fundamentals? Would 5i's consider it a worthy investment or is the stock more likely to crash after its 1000%+ climb this past year?
Many thanks.
Many thanks.
Q: Hi gang,
Would like to initiate 2-3%in okta your thought please. Would you be a buyer at this price? Or what price would you buy in. ?
Thanks. Alnoor
Would like to initiate 2-3%in okta your thought please. Would you be a buyer at this price? Or what price would you buy in. ?
Thanks. Alnoor
Q: Hi gang,
Your thoughts on happy belly. Would you be a buyer for a long term. What would be a good entry point?
Thanks. Alnoor
Your thoughts on happy belly. Would you be a buyer for a long term. What would be a good entry point?
Thanks. Alnoor
Q: Good morning,
What is your opinion please.
Thank you
What is your opinion please.
Thank you
Q: I am looking to start a full position in Brookfield Corporation before the stock split.
What price would you be comfortable buying in at?
What price would you be comfortable buying in at?
Q: If you owned MEG, what would you do? Accept offer from Strathcona or one of the offers from Cenovus? Please provide your rationale.
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Royal Bank of Canada (RY $204.70)
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Toronto-Dominion Bank (The) (TD $111.11)
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Bank of Nova Scotia (The) (BNS $90.20)
Q: I have noticed that a number of the large banks have had a big rise recently. I am wondering about the reason for this. Specifically, is this a flight to safety going on in the background? Or is it the interest rate reduction or something else?
Thanks
Thanks
Q: Hi 5i
Current holding 1/4 position in AYA.....How do you view the recent short report on AYA? would you continue to hold or exit.
Thx
Current holding 1/4 position in AYA.....How do you view the recent short report on AYA? would you continue to hold or exit.
Thx
Q: Are you comfortable buying PNG at current price? If not, what would be your target to buy? Looking to start a position.
There has been a couple questions lately regarding GSY and PRL. In one question, you answer PRL over GSY. And then the next day, you indicate GSY over PRL. Which do you consider a better buy for growth, and why? I think also you mentioned there was going to be a follow up report on PRL. Is that still the case?
Thanks!
There has been a couple questions lately regarding GSY and PRL. In one question, you answer PRL over GSY. And then the next day, you indicate GSY over PRL. Which do you consider a better buy for growth, and why? I think also you mentioned there was going to be a follow up report on PRL. Is that still the case?
Thanks!
Q: Is there any way to determine how "pure a play" L is as a consumer defensive vs MRU? What I am trying to get at is that there are a lot of consumer discretionary type items sold at Shoppers (probably the majority of the revenue?). Even Loblaw stores sell clothes. Metro seems to me more a defensive name in terms of groceries. Are there any publicly disclosed facts to prove or disprove this thesis? Thanks as always for your thoughts.
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GE Aerospace (GE $293.63)
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Walmart Inc. (WMT $103.08)
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,417.66)
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Constellation Software Inc. (CSU $3,766.74)
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ARC Resources Ltd. (ARX $25.76)
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WSP Global Inc. (WSP $270.77)
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goeasy Ltd. (GSY $172.94)
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Brookfield Corporation CLASS A PREFERENCE SHARES SERIES 13 (BN.PR.K $12.62)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $81.11)
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GE Vernova Inc. (GEV $602.43)
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Costco CDR (CAD Hedged) (COST $41.61)
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Microsoft CDR (CAD Hedged) (MSFT $36.92)
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Alphabet CDR (CAD Hedged) (GOOG $39.78)
Q: I am up on all the above listed stocks however down on AC, LMN, BCE, WELL, LLY, my question is should i sell some losers as well as some winners to shore up CSU (presently own 9 shares in my TSFA. Do you sees this as once in a lifetime opportunity to load up on arguably the best managed company in Canada i am leaning towards selling WMT and FFH in the winners column (both consist of 8% each of my portfolio what losers would you sell if wanted more exposure to CSU....your thought on this strategy please ps am 74 yrs old and a conserved investor
Q: hi, can I get your latest thoughts on Parex please? do you think this is a buy, sell or hold?
Q: what is the chance of a higher bid coming in?