Q: Thoughts on Spotify? Has gone down a lot - any reason for the big drop today? How is it on valuation / growth metrics? Would you buy?
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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.
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Descartes Systems Group Inc. (The) (DSG $142.81)
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Enghouse Systems Limited (ENGH $23.46)
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Kinaxis Inc. (KXS $201.06)
Q: I own half positions in all three and am trying to decide what to do. Over the past 12 months ENGH has materially underperformed KXS and DSG, so I'm considering dropping it. At this time, do you feel the underperformance gives ENGH a greater potential to rebound, or is it the one to cut while increasing the other two (or adding different name in the sector)?
Thanks
Thanks
Q: What are your thoughts about Chartwell Reit's plans to divest itself of 16 long term care homes?
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Amgen Inc. (AMGN $295.68)
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Regeneron Pharmaceuticals Inc. (REGN $547.06)
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Vertex Pharmaceuticals Incorporated (VRTX $459.21)
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AbbVie Inc. (ABBV $184.82)
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Eli Lilly and Company (LLY $763.69)
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Pfizer Inc. (PFE $24.31)
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Mettler-Toledo International Inc. (MTD $1,172.77)
Q: Hi, can you suggest some names in Biotech sector with 3-5 year time frame.
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Apple Inc. (AAPL $212.32)
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Microsoft Corporation (MSFT $510.01)
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NVIDIA Corporation (NVDA $171.77)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $175.57)
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CrowdStrike Holdings Inc. (CRWD $479.77)
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Digital Turbine Inc. (APPS $5.55)
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Topicus.com Inc. (TOI $191.03)
Q: Where would you rank APPS right now in relation to the above companies for a buy right now?
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Gilead Sciences Inc. (GILD $108.44)
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Sea Limited American Depositary Shares each representing one Class A (SE $155.36)
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Tencent Holdings Ltd. ADR (TCEHY $66.63)
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Etsy Inc. (ETSY $60.08)
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Teladoc Health Inc. (TDOC $8.40)
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Safehold Inc. (SAFE $14.69)
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Pinterest Inc. Class A (PINS $37.98)
Q: Please give your opinion on whether you would buy, hold or sell the companies listed. Thinking of 5 year or more time-frame.
Thanks as always,
Kevin
Thanks as always,
Kevin
Q: I have held this company for about 5 years. Early on they paid special dividends on top of its regular dividend, which at the current price yields 4.8%. The price has had a strong run YTD and I am close to breakeven. I am looking to switch this money into either GSY, FSV, WSP, ATZ, CIGI, or TFII as I would like to take advantage of the weakness in these growth stocks. Is it time to sell the position or do you think it has room to run with the move into safe staple stocks? It seems if it can break $20 it may run quite comfortably to $22. Can you rank my list according to safety and growth prospects. Thank you.
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Booking Holdings Inc. (BKNG $5,691.86)
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BRP Inc. Subordinate Voting Shares (DOO $65.54)
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Magna International Inc. (MG $56.92)
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Aritzia Inc. Subordinate Voting Shares (ATZ $74.67)
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Crocs Inc. (CROX $103.81)
Q: Where would you rank CROX with the above companies if one was to purchase now?
Thanks
Thanks
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Canadian National Railway Company (CNR $136.56)
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Suncor Energy Inc. (SU $52.96)
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Algonquin Power & Utilities Corp. (AQN $8.25)
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goeasy Ltd. (GSY $176.29)
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Choice Properties Real Estate Investment Trust (CHP.UN $14.56)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.45)
Q: Good day 5i Team,
I have some cash sitting around and would like to build a portfolio.
There are few names that I selected, the goal is to have a stability, potential growth, dividends and maybe some covered options selling opportunities. I will hold these in my TFSA.
What do you think of the names? What would you add? What would you recommend.
Thank you as always
I have some cash sitting around and would like to build a portfolio.
There are few names that I selected, the goal is to have a stability, potential growth, dividends and maybe some covered options selling opportunities. I will hold these in my TFSA.
What do you think of the names? What would you add? What would you recommend.
Thank you as always
Q: I know this is a small cap co.What is your opnion with gas being in short supply in that region.Thanks
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Walgreens Boots Alliance Inc. (WBA $11.53)
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CVS Health Corporation (CVS $61.55)
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Loblaw Companies Limited (L $218.84)
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Metro Inc. (MRU $105.00)
Q: Hello Peter,
I am thinking of trimming CVS in half back to 5% of my portfolio and switching to one of these 3: Walgreens, Loblaws or Metro.
Your thought, please. Thank you!
I am thinking of trimming CVS in half back to 5% of my portfolio and switching to one of these 3: Walgreens, Loblaws or Metro.
Your thought, please. Thank you!
Q: It's time for my annual RRSP contribution; I follow the Balanced Equity Portfolio for my RRSP.
I am currently underweight in AEM, AC, BYD, CAE, CCL, KXS, MG, SHOP, SLF, TOI.
As of today, which three or four of these should I add to?
Thank you!
I am currently underweight in AEM, AC, BYD, CAE, CCL, KXS, MG, SHOP, SLF, TOI.
As of today, which three or four of these should I add to?
Thank you!
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Peyto Exploration & Development Corp. (PEY $18.73)
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Tourmaline Oil Corp. (TOU $60.74)
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Athabasca Oil Corporation (ATH $5.54)
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Birchcliff Energy Ltd. (BIR $6.75)
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Surge Energy Inc. (SGY $6.81)
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Essential Energy Services Ltd. (ESN $0.40)
Q: These Oil and Gas stocks gained 25% or more last month ... and I am sure 5i knows of many more .
If the current energy bull still has legs , which of these companies , ( or others CAD or USD ), is likely continue to new heights ? Thankyou .
If the current energy bull still has legs , which of these companies , ( or others CAD or USD ), is likely continue to new heights ? Thankyou .
Q: What is happening with GOeasy. I do not see any news but it's drop today is concerning?
Q: I notice in your answer to Jacques ISD about what "buy and forget" stocks you would suggest in the US and Canada, conspicuously SHOP is missing from that list.
I detect from the tone on many of your answers you are becoming less and less positive on this name.
So, why was it not on your list to him, and am I right with my observation and if so, why?
Thanks
Sheldon
I detect from the tone on many of your answers you are becoming less and less positive on this name.
So, why was it not on your list to him, and am I right with my observation and if so, why?
Thanks
Sheldon
Q: What is your views on this gold play now.
Jim.
Jim.
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BMO Canadian Dividend ETF (ZDV $24.00)
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iShares Diversified Monthly Income ETF (XTR $11.38)
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iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $37.97)
Q: is there an etf that closely mimics the income portfolio? or do you suggest an etf for a income, thanks, Jean
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Northland Power Inc. (NPI $23.36)
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Boralex Inc. Class A Shares (BLX $32.63)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $49.27)
Q: Given the recent decline in these stocks, would you add more money into them? Could you rate them in terms of which ones you would add to (first to last) and their valuations (best valuation to worst valuation)?
thanks
thanks
Q: Please give your opinion about the clean energy sector Hudson Tech Inc (HDSN) and supply chain sector Global Shipping ETF (BOAT). Thanks
Q: Hello Peter, Could you tell me which sectors are doing well in Canada and the USA and how long will they be in favor ie:- 3 months, 6 months 1 year etc.
Thanks.
Ivan
Thanks.
Ivan