Q: What is your take on the acquisition of the $50M in physical gold bars by PLTR? Does this make any sense by the company? Or do you believe they have some access to some privileged information from their service (ie. a Black Swan event)?
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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: I have had Shopify for 5 + years. What I was thinking to do is to reduce my holding somewhat and start a half position with Affirm. Your thoughts.
Thanks.
Thanks.
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Eversource Energy (D/B/A) (ES)
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NextEra Energy Inc. (NEE)
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Xcel Energy Inc. (XEL)
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Enphase Energy Inc. (ENPH)
Q: Please suggest a few promising names in the battery / energy storage business ... the kind of storage needed for wind, solar, etc. generated electricity, with an eye towards supporting electric vehicles. It would be great if you could identify a company or two that is currently making money in this space. Thanks!
Q: Please let me have an updated opinion when comparing the above two stocks and if there is any other stock that might be preferred.
Q: In your answer to Andrew today, you refer to the AEM takeover of KL as essentially a deal with no premium. Based on yesterday's closing prices the deal is actually 9.1% below the KL closing price of the previous day. That's why KL is down a very large amount today.
Q: What are your thoughts on a long term position in ALSN? Given their recent strategic partnership agreement with Jing-Jin Electric (JJE), do you think this sets ALSN up for growth as we see more electrification of commercial vehicles?
Q: Hi 5i,
In regards to AMZN, MSFT and GOOGL.
At a high level why are rising interest less desirable than having low interest rates. It seems the market gets spooked if it believes interest will rise. I hope you can explain the overall thinking.
In regards to AMZN, MSFT and GOOGL.
At a high level why are rising interest less desirable than having low interest rates. It seems the market gets spooked if it believes interest will rise. I hope you can explain the overall thinking.
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Constellation Software Inc. (CSU)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Five Below Inc. (FIVE)
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Roblox Corporation Class A (RBLX)
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Global-E Online Ltd. (GLBE)
Q: I'm thinking that there's probably not a better time to enter some stocks I don't hold but want to own, than during the turbulent September / October timeframe.
Are there any of the above you would stay away from at current prices due to (over)valuation, downside risk, potential implosion.
Unfortunately, I have previously owned stocks that have left a huge scar (Nortel, NIKO Resources, Poseidon Concepts, Concordia), and want to avoid a similar fate with current high flying stocks.
Thanks for your input
Are there any of the above you would stay away from at current prices due to (over)valuation, downside risk, potential implosion.
Unfortunately, I have previously owned stocks that have left a huge scar (Nortel, NIKO Resources, Poseidon Concepts, Concordia), and want to avoid a similar fate with current high flying stocks.
Thanks for your input
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ARC Resources Ltd. (ARX)
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Tourmaline Oil Corp. (TOU)
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Birchcliff Energy Ltd. (BIR)
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Antero Resources Corporation (AR)
Q: what are your best your best stock ideas in the natural gas sector
Q: What's your view on ITP for a dividend portfolio?
Q: Hi Team,
My tech/ growth portfolio is getting massacred today on the spike in 10yr yields again. Should I be holding or dumping some stock to raise cash?? Your opinion would be much appreciated . Thanks
Shane
My tech/ growth portfolio is getting massacred today on the spike in 10yr yields again. Should I be holding or dumping some stock to raise cash?? Your opinion would be much appreciated . Thanks
Shane
Q: I have a 1.7% weighting in Fortis, which is the only utility I own in my RRSP. I'm hesitant to do so because of their gargantuan debt levels. With total liabilities of around 33.4 Billion, this is higher than their total market cap of around 27 Billion.
Net Debt to EBITA ratio around 6.2x , and low interest coverage of 2.3.
Free cash flow also only covers around 11.5 % which is quite low.
So do you still see Fortis as an attractive investment for a 10 year hold ?
Thanks !
Net Debt to EBITA ratio around 6.2x , and low interest coverage of 2.3.
Free cash flow also only covers around 11.5 % which is quite low.
So do you still see Fortis as an attractive investment for a 10 year hold ?
Thanks !
Q: Hello team,
Is this company going anywhere? EVER?
Wasted a lot of time on ZEN and thought LLG might have a more reliable management. I can wait another decade if they are not the same as the famed Nemaska Lithium people.
Thank you for all your detailed work!
Is this company going anywhere? EVER?
Wasted a lot of time on ZEN and thought LLG might have a more reliable management. I can wait another decade if they are not the same as the famed Nemaska Lithium people.
Thank you for all your detailed work!
Q: would selling shares of AQN , and investing in BIR be a good move ,i know they are two different sectors,your thoughts.
Q: Can I get your outlook on Boralex and Kirkland gold.
How do you see these stocks performing going forward.
How do you see these stocks performing going forward.
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BMO S&P 500 Index ETF (ZSP)
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iShares Core S&P/TSX Capped Composite Index ETF (XIC)
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iShares S&P/TSX 60 Index ETF (XIU)
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Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
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Vanguard S&P 500 ETF (VOO)
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iShares Biotechnology ETF (IBB)
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INVESCO QQQ Trust (QQQ)
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First Trust Cloud Computing ETF (SKYY)
Q: Can you recommend your top-5 ETFs ? I am looking for medium-to-high risk/growth positions.
Thanks!
Thanks!
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Starbucks Corporation (SBUX)
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3M Company (MMM)
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Verizon Communications Inc. (VZ)
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Walmart Inc. (WMT)
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BCE Inc. (BCE)
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Loblaw Companies Limited (L)
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
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Alimentation Couche-Tard Inc. (ATD)
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lululemon athletica inc. (LULU)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
Q: Can you offer 5 companies in Canada and the US that have pricing power in the face of inflation? Thank you
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ARK Innovation ETF (ARKK)
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BMO MSCI Tech & Industrial Innovation Index ETF (ZAUT)
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BMO MSCI Genomic Innovation Index ETF (ZGEN)
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BMO MSCI Innovation Index ETF (ZINN)
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BMO MSCI Next Gen Internet Innovation Index ETF (ZINT)
Q: Hello -
Your opinion on these BMO ETF's please. They don't seem to totally align with the ARKK group of ETF's, do they?
Your opinion on these BMO ETF's please. They don't seem to totally align with the ARKK group of ETF's, do they?
Q: Hello Folks:
Currently we own CMI and NOC however have in the past also owned DEERE and CAT.
We have owned NOC for a couple of years and it never comes close to meeting expectations; while the other three have done well.
What do you think of swapping NOC for DEERE as there is heavy demand for farm equipment this year because of high crop prices (particularly U.S.).
How would you rank these four companies and do you feel there are other better large cap U.S. company choices in this sector?
Thanks again for this wonderful service
brian
Currently we own CMI and NOC however have in the past also owned DEERE and CAT.
We have owned NOC for a couple of years and it never comes close to meeting expectations; while the other three have done well.
What do you think of swapping NOC for DEERE as there is heavy demand for farm equipment this year because of high crop prices (particularly U.S.).
How would you rank these four companies and do you feel there are other better large cap U.S. company choices in this sector?
Thanks again for this wonderful service
brian
Q: Could you provide an update on Liberty Gold, in particular its cash on hand, insider holdings, management and any noteworthy recent exploration results. It has been on a downward trend and I am considering selling all or part of my position. Thanks.