Q: At this point what would be a good entry price for ATZ:CA.
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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,
Which is your preference for long-term total returns: VNP or FLT?
Thank you, Michael
Which is your preference for long-term total returns: VNP or FLT?
Thank you, Michael
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Dollarama Inc. (DOL $174.00)
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Element Fleet Management Corp. (EFN $32.01)
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Alimentation Couche-Tard Inc. (ATD $81.09)
Q: I am looking to purchase one of these 3. Each seems to recently have had a bit of a price decrease. The purchase is intended as a long term, dividends are not needed. Which would you favour, and why? Thank you for your excellent service.
Q: Hello Team,
Which of these two companies would you prefer for total return going over the next three to five years, both capital gain and dividend. What expectation on each for total return?
Thanks,
Barry
Which of these two companies would you prefer for total return going over the next three to five years, both capital gain and dividend. What expectation on each for total return?
Thanks,
Barry
Q: For new money, over a five year time horizon, which would you prefer for total return?
Q: I am thinking of selling TRI (my act is $234.00) then wait 30 days and buy backTRI do you think that TRI will increase materially in the next 30 days thanks Richard
Q: Hi 5i
With respect to Johns question today on pe numbers. Where do you find these numbers?
My brokerage on TD show RY's PE at 16.54 and BM's PE at 17.
Wondering why the big difference?
Having read your response to johns question I understand at higher PE they are trading at a little pricey share price.
At these levels it seems prudent to lighten holdings?
However do you have any insight into who is majority buyers at these levels, is it institutional buyers or mainstreet action?
thx
With respect to Johns question today on pe numbers. Where do you find these numbers?
My brokerage on TD show RY's PE at 16.54 and BM's PE at 17.
Wondering why the big difference?
Having read your response to johns question I understand at higher PE they are trading at a little pricey share price.
At these levels it seems prudent to lighten holdings?
However do you have any insight into who is majority buyers at these levels, is it institutional buyers or mainstreet action?
thx
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Costco Wholesale Corporation (COST $1,011.70)
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O'Reilly Automotive Inc. (ORLY $96.67)
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AutoZone Inc. (AZO $3,594.08)
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TJX Companies Inc. (The) (TJX $156.83)
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Walmart Inc. (WMT $131.60)
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Loblaw Companies Limited (L $62.72)
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Dollarama Inc. (DOL $174.00)
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Metro Inc. (MRU $91.16)
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Alimentation Couche-Tard Inc. (ATD $81.09)
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Aritzia Inc. Subordinate Voting Shares (ATZ $146.42)
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Groupe Dynamite Inc. Subordinate voting shares (GRGD $90.05)
Q: What do you think are the 5 best opportunities with consumer staples and with consumer discretionary ?
Q: Everyone, message from Joel on April 20, “ Q: First, want to thank you for the service provided over the years. I recently reached a financial milestone (another 0 at the end of the net worth statement at age 33) and 5i played a massive part. Biggest elements were the great stock picks (obviously) which allowed me to outperform the market quite a bit, as well as the reassurance to stay long when the market has a fit.”
I started investing on my own with great assistance from 5i and over the last 15 years my returns are more than twice the market. This is due to the financial help and confidence from 5I. Many thanks to all the staff at 5i. Clayton
I started investing on my own with great assistance from 5i and over the last 15 years my returns are more than twice the market. This is due to the financial help and confidence from 5I. Many thanks to all the staff at 5i. Clayton
Q: Wondering if you have any updated thoughts on CRDO after its recent bounce - still worth buying? What do anticipate for future returns?
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WSP Global Inc. (WSP $227.03)
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Premium Brands Holdings Corporation (PBH $85.10)
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Firm Capital Mortgage Investment Corporation (FC $12.29)
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Kits Eyecare Ltd. (KITS $14.25)
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Pet Valu Holdings Ltd. (PET $20.96)
Q: Hello everyone, could you please rate for each on a scale of 1-10 with 10 being the highest on the scale. With a brief reason for your rating.
WSP
PBH
PET
KITS
FC because of the deal with GFL
Thank you kindly
WSP
PBH
PET
KITS
FC because of the deal with GFL
Thank you kindly
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Alphabet Inc. (GOOG $383.22)
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Micron Technology Inc. (MU $542.21)
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NVIDIA Corporation (NVDA $198.45)
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Teradyne Inc. (TER $345.42)
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Nebius Group N.V. (NBIS $154.49)
Q: What are your top 5 US and CDN large cap names today?
Thanks
Tim
Thanks
Tim
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5N Plus Inc. (VNP $34.96)
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CECO Environmental Corp. (CECO $74.30)
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EnerSys (ENS $212.39)
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HIVE Digital Technologies Ltd (HIVE $2.43)
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Cellebrite DI Ltd. (CLBT $13.35)
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Galaxy Digital Inc. (GLXY $28.11)
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Ouster Inc. (OUST $26.45)
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Firefly Aerospace Inc. (FLY $33.80)
Q: Understanding the difference between these. What order would rank these as adds to a diversified portfolio. > 5 yr hold.
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EnerSys (ENS $212.39)
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Ondas Inc (ONDS $10.32)
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TransMedics Group Inc. (TMDX $100.01)
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Ouster Inc. (OUST $26.45)
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Firefly Aerospace Inc. (FLY $33.80)
Q: A number of Small/Mid cap stocks have done very well over the last few weeks while a number have been hit hard and pulled back significantly.
What would be your top 5 Small/Mid cap US and CDN names currently? Could you also indicate the order that you would purchase?
Thanks
Tim
What would be your top 5 Small/Mid cap US and CDN names currently? Could you also indicate the order that you would purchase?
Thanks
Tim
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Meta Platforms Inc. (META $608.75)
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Intuit Inc. (INTU $399.04)
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Microsoft Corporation (MSFT $414.44)
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Micron Technology Inc. (MU $542.21)
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NVIDIA Corporation (NVDA $198.45)
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Constellation Software Inc. (CSU $2,441.95)
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WSP Global Inc. (WSP $227.03)
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Badger Infrastructure Solutions Ltd. (BDGI $78.36)
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Aritzia Inc. Subordinate Voting Shares (ATZ $146.42)
Q: Hi to all. For a GARP long-term investor, what are your recommendations today, 5 can securities & 5 US stock exchanges securities.
Please no defense titles. Thank you
Please no defense titles. Thank you
Q: Zcn- Zmi- Vidy- maw104- xbal- these 5 etf’s make up 15% of my 2 portfolios- rrif and non registered account. Do you see anything overlapping too much? Would you keep maw104 or change to a lower mer etf.( suggestions). As I’m slowly changing from a growth to more conservative portfolio could you suggest another etf that may complement these 5 , and
Is Vidy a good choice for xNorth America?
Thanks
Is Vidy a good choice for xNorth America?
Thanks
Q: Hi 5i,
What is your current thinking on BRK?
Buy, sell or hold?
Thank you.
What is your current thinking on BRK?
Buy, sell or hold?
Thank you.
Q: Hi team,
Broadcom (customer of Celestica) seems to be making a lot of large deals/partnerships lately with Hyperscalers. This being said, do you see fruits of these deals trickling down to Celestica in the form of more contracts and business for CLS? Can this be a catalyst for CLS that doesn't currently seem to be being talked about?
Thanks,
Shane.
Thanks,
Shane.
Broadcom (customer of Celestica) seems to be making a lot of large deals/partnerships lately with Hyperscalers. This being said, do you see fruits of these deals trickling down to Celestica in the form of more contracts and business for CLS? Can this be a catalyst for CLS that doesn't currently seem to be being talked about?
Thanks,
Shane.
Thanks,
Shane.
Q: What is the best way to position your gold weighting at this time when choosing between gold bullion ETFs, gold stocks or royalty companies? Which names would you recommend in each group?
Q: It was in the news recently that the Federal Reserve had called in the Banks for briefings. It appeared to be centred around the issue of private credit and exposures in the system. The last time I recall a scenario where the Banks were called in was during the financial crisis in 2008 and at that time there was a lot of discussion about corporate liquidity and potential mergers as the crisis of confidence unfolded. What is your perspective on this situation?