Q: Did you get a chance to read the short report on Applovin? Any comments? Still up quite a bit, but wondering if I should hold, trim, or sell all and wait on the sidelines?
Thanks
Thanks
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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: With regards to the rate reset spread being, as I read it , 5 yr+ 3.15 % …would that 5yr be a US Treasury or Bank of Cda bond / rate …there is a meaningful difference between the two now…I realize they pay in US$…many thanks
Q: Based on the current market situation, what level of cash would be apropriate to have ?, and if wait and see it is the best approach now , what is the best parking place for cash ?
Q: Please comments on Q4 and going forward.Txs for u usual great services & views
Q: I apologize in advance for this question because I'm sure it has been asked before. I wish to purchase either GOOG or GOOGL in my USD, NonReg account. I plan to hold for a long time. Which one is likely to have the best total return or does it make any difference. Please help explain. Many thanks.
Q: Peter; With the failure of the founding family bid for Seven & I does this put ATD back in the game - and as the front runner? Thanks.
Rod
Rod
Q: Hi,
This is my first question so I hope I am doing it right.
I recently transferred a small pension to a LIRA because of the amount time before retirement (20+ years). I feel like 70% VGRO because of it's holding diversity and with 30% VFV to raise my risk but not all the way to a VEQT risk. Is this a responsible train of thought?
Also, do you recommend a dividend ETF as well because reinvesting dividends the only way I would be able to farther contribute to a LIRA or is that even necessary?
This is my first question so I hope I am doing it right.
I recently transferred a small pension to a LIRA because of the amount time before retirement (20+ years). I feel like 70% VGRO because of it's holding diversity and with 30% VFV to raise my risk but not all the way to a VEQT risk. Is this a responsible train of thought?
Also, do you recommend a dividend ETF as well because reinvesting dividends the only way I would be able to farther contribute to a LIRA or is that even necessary?
Q: XPEL released earnings this morning and the market does not like it. Mostly bad news in there and more head winds and issues they are dealing with. Its starting to seem like more bad quarters than good with XPEL and it'll be in the dog house for a while. But looking for your unbiased opinion, is it still a hold or start looking for the exit? Thx
Q: Hi 5i, I know you don't like to discuss politics, but I'm getting worried that there might be some political risk creeping up on BN. Last night during the LPC debate one of the candidates opening lied about knowing BN's planned move to the US, announced Oct 31st and letter sent to shareholders on Dec 1st, signed by person lying who resigned on Jan 17th from their board. Should I worry about BN's entanglement in this factual matter?
Thx
Thx
Q: In a recent comment on SAP the Debt was characterized as “pretty high” and a “concern”. Could you please quantify? The Net Debt / EBITDA looks to be around 2.0x which could be viewed as quite normal or even “good”. Perhaps the fact that the company has failed to grow despite carrying some Debt is the issue?
Q: Your thoughts regarding last report and going forward. Thanks.
Q: Blackwell Weighing On Margins
Chief Financial Officer Colette Kress said Nvidia's adjusted gross margin is expected to be 71% in the current quarter. And it will be in the "low 70s" as Nvidia ramps Blackwell production.
"We expect a significant ramp of Blackwell in the first quarter," she said.
Nvidia's gross margins should return to the mid-70s later in the current fiscal year, she said.
In your professional opinion, how likely is this return to mid 70s margins?
Thanks very much
Chief Financial Officer Colette Kress said Nvidia's adjusted gross margin is expected to be 71% in the current quarter. And it will be in the "low 70s" as Nvidia ramps Blackwell production.
"We expect a significant ramp of Blackwell in the first quarter," she said.
Nvidia's gross margins should return to the mid-70s later in the current fiscal year, she said.
In your professional opinion, how likely is this return to mid 70s margins?
Thanks very much
Q: Hello, with the recent pullback I am thinking about opening up a position in NA, but, I have money in my US brokerage account, it is only available OTC. Do you see any risks with using the OTC network ?
Q: Any thoughts on the quarter?
Q: Hello Team,
Could you please rank these three stocks for total return, capital appreciation and dividends, over the next two to three years and why.
Thank You,
Barry
Could you please rank these three stocks for total return, capital appreciation and dividends, over the next two to three years and why.
Thank You,
Barry
Q: Looking for a place to park a large part (500k) of a 90 year olds networth not wanting any income but hopefully a capitol gain even or better with the rate of inflation at the time of selling.
Q: On Feb 3, 2025 you answered a question from Doug regarding which companies would be affected most by tariffs. Could you expand on your answer and offer which of those would be most likely to be able survive a protracted dispute; and if it is not too much trouble your buy targets for any of these that you deem worthy of purchasing?
Q: Good afternoon. I have $20K in an unregistered US account to invest in an ETF that would track either European or
Orient dividend growers. What would you recommend,? I could split it to accommodate both jurisdictions if you think it's prudent. Thanks David
Orient dividend growers. What would you recommend,? I could split it to accommodate both jurisdictions if you think it's prudent. Thanks David
Q: Hello 5i
Could I have your current assessment of Jabil please? Have the management issues been resolved ? How is their outlook?
Thank you
Dave
Could I have your current assessment of Jabil please? Have the management issues been resolved ? How is their outlook?
Thank you
Dave
Q: Do think there is much credibility behind the rumour of a share buyout?
Your take on this would be appreciated. Many thanks.
Your take on this would be appreciated. Many thanks.