Q: I intend to sell my CNR shares next week for the tax loss after Sept 8th when the dividend is paid. What would you suggest holding as a proxy for the next month? Is CP the best choice despite it's very small dividend or could you suggest several other Canadian companies? 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: hello 5i:
please update your comments on NU. Recent articles indicate they are undervalued compared to peers. Do you agree? Do you see them more favourably than you did in previous answers or are you still cautious?
thanks
Paul L
please update your comments on NU. Recent articles indicate they are undervalued compared to peers. Do you agree? Do you see them more favourably than you did in previous answers or are you still cautious?
thanks
Paul L
Q: What would you say to switching part of a QSR holding into CMG, reasons for or against.
Thanks Matthew
Thanks Matthew
Q: Hi 5i
Current thoughts on PRL? Your report was done March 2024 and it has almost doubled. Update soon?
Current thoughts on PRL? Your report was done March 2024 and it has almost doubled. Update soon?
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Procter & Gamble Company (The) (PG $159.46)
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UnitedHealth Group Incorporated (DE) (UNH $347.92)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $198.83)
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Cloudflare Inc. Class A (NET $218.56)
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Topicus.com Inc. (TOI $180.66)
Q: Hi, I am looking to build a diversified portfolio across various sectors and am considering adding these for consumer/healthcare/technology. Are these good picks, or would you advise against any of them, and in which order would you purchase? Thanks!
Q: Your thoughts on VLTO after a couple of years since it's spin out?
Q: Help me understand why Axon has performed so well. Revenue has grown nicely but
Free cash flow is lumpy (-$190M LTM)
ROIC and ROCE are low (-0.1% and 0% LTM)
Margins are thin (2.8% EBITDA)
It has a lot of hallmarks of a poor investment but it's up 717% over the past 5 years.
Why?
Free cash flow is lumpy (-$190M LTM)
ROIC and ROCE are low (-0.1% and 0% LTM)
Margins are thin (2.8% EBITDA)
It has a lot of hallmarks of a poor investment but it's up 717% over the past 5 years.
Why?
Q: In a recent article by Ray Dalio he talks about investor risks given the massive deficits being run by the US government. He points to the possibility of future inflation and likely higher interest rates down the road unless corrective measures are taken. If this plays out what stocks should we include in our portfolios?
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Alphabet Inc. (GOOG $239.94)
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Micron Technology Inc. (MU $135.24)
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NVIDIA Corporation (NVDA $170.76)
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United Rentals Inc. (URI $945.33)
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Celestica Inc. (CLS $338.16)
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Advanced Micro Devices Inc. (AMD $155.82)
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Axon Enterprise Inc. (AXON $731.98)
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Shopify Inc. (SHOP $143.44)
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Celsius Holdings Inc. (CELH $56.04)
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Nebius Group N.V. (NBIS $95.72)
Q: I recently sold Nvidia in my tfsa. I sold a call option on it and it was pretty close to the strike price, I let it get called away, since I am overweight Nvidia. Now that it is down I am tempted to buy it again. I can’t let myself forget the overweight aspect, though. Do you have another suggestion that I could replace it with? I want something nearly as good that I can sell options on, thus no or a small dividend. Sector doesn’t matter. I am also full weight on Shopify and Google. I am also open to smaller stocks that could show growth and are relatively safe—celestica and Nebius?
Thanks
Thanks
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Amphenol Corporation (APH $116.79)
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Wheaton Precious Metals Corp. (WPM $145.03)
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SSR Mining Inc. (SSRM $29.30)
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Dave Inc. (DAVE $217.16)
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Celsius Holdings Inc. (CELH $56.04)
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DLocal Limited (DLO $13.67)
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IREN Limited (IREN $30.19)
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Astera Labs Inc. (ALAB $214.49)
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Nebius Group N.V. (NBIS $95.72)
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Sezzle Inc. (SEZL $92.75)
Q: Can you identify 10 US or CAN companies, currently profitable or approaching profitability, that you project will achieve a compound annual sales growth of at least 20% over the next decade?
Q: Which company do you favour at this point...please and thank you...cheers
Q: Hello, could you comment on most recent five below earnings please?
Thank you
Thank you
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Chartwell Retirement Residences (CSH.UN $19.44)
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Extendicare Inc. (EXE $13.22)
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Sienna Senior Living Inc. (SIA $18.28)
Q: What would be your top 2-3 Canadian plays for senior housing over the next 5 years, I need to make some money so I can afford to move in!!
Q: Crystal ball question: What do you see as the likely direction for the market in September based on the different factors currently at play? Are there potential positives upcoming or is it more likely that things drift gradually lower based on tariff news and economic uncertainty? Any reasons for optimism or are things too stretched and due for a pause?
Q: Any thing new on Fubo since your last comment in Jan/25.
Featured on Fast Money
Featured on Fast Money
Q: Hi Peter,
One of the key goal of the current US monetary policies is trying to lower the value of US$. For the past decade, Canadian investors do not have to think of hedging. However, for the next decade, there is a good chance that exchange rate is going to move in the opposite direction. Over half of my portfolio is in the direct holding of US stocks, so it is unhedged. I do not want to sell my US holdings and buy CDRs, due to the tax consequence as well as not all US stocks have CDR equivalent. So for individual Canadian investor, how are we going to hedge the currency risk? Please explain the different approaches that we can employ to protect and hedge our portfolio. Thanks.
One of the key goal of the current US monetary policies is trying to lower the value of US$. For the past decade, Canadian investors do not have to think of hedging. However, for the next decade, there is a good chance that exchange rate is going to move in the opposite direction. Over half of my portfolio is in the direct holding of US stocks, so it is unhedged. I do not want to sell my US holdings and buy CDRs, due to the tax consequence as well as not all US stocks have CDR equivalent. So for individual Canadian investor, how are we going to hedge the currency risk? Please explain the different approaches that we can employ to protect and hedge our portfolio. Thanks.
Q: Trump tariffs... impact on e commerce with non US countries. I see US analysts starting to reduce profit targets. I do hold the stock and I see 5i staff also hold the stock. What is your recommended course of action at this point... should I reduce my exposure? What would you do if you owned the stock? I do own GOOG and MSFT considering reducing my AMZN position and allocating it to MFST. Your thoughts would be appreciated. Thank you.
Q: With Guardian Capital being bought by Desjardins what might be FSZ fate. I still hold this from the days it was a part of the Income portfolio. Worth hoping for a similar fate.
Thx
Thx
Q: RE: Powerfleet - AIOT
What are your thoughts about Powerfleet AIOT? How risky is it for a 5-year or longer investment?
What are your thoughts about Powerfleet AIOT? How risky is it for a 5-year or longer investment?
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BMO Equal Weight Utilities Index ETF (ZUT $24.19)
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Hamilton Utilities YIELD MAXIMIZER TM ETF (UMAX $13.52)
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Evolve Canadian Utilities Enhanced Yield Index Fund (UTES $9.42)
Q: UMAX = covered call, UTES= covered call + 1,25% leverage. In a downtrend, UTES would probably go down around 25% more than umax (ex -10% vs -12,5%...) and ZUT.Since the markets are presently high +the economics, do you believe that there could be a significant probability of a downtrend in 2025 and in such case ,would it be safer to sell UTES for ZUT now (or another stock), in order to reduce the risk ?