Q: What Canadian energy companies have the largest amount of condensates?
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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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BMO MSCI Europe High Quality Hedged to CAD Index ETF (ZEQ $29.79)
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Global X Europe 50 Index Corporate Class ETF (HXX $60.83)
Q: As a follow up to my question on international ETFs in CAD, you pointed out ZEQ. Two questions: 1. In a comparison between ZEQ and HXX, the former is CAD-hedged, but not the latter. On performance, HXX has outperformed. Please advise your advice on currency risk, and if willing to accept the Euro risk, which you would prefer and why. 2. HXS and XIU and tax efficiency - if your preference is for XIU, please explain pros and cons and why XIU. I note in 2022, XIU outperformed.
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StorageVault Canada Inc. (SVI $4.20)
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Equinix Inc. (EQIX $799.99)
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American Tower Corporation (REIT) (AMT $230.45)
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Real Matters Inc. (REAL $5.29)
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CoStar Group Inc. (CSGP $84.99)
Q: Noticed your Report on Real Matters and liked the looks of basing pattern on the Chart.
I already own Costar but would like to add a Real Matters Position .. wondering if their businesses’ have similarities?
Additionally would like to ask if your warming up to this area would infer you are likewise warming up to the ‘out of favor’ reit sector and if so your #1 choice in the reit area today for Capital Gain potential over a 2-3 Year time horizon.
Thx in advance.
I already own Costar but would like to add a Real Matters Position .. wondering if their businesses’ have similarities?
Additionally would like to ask if your warming up to this area would infer you are likewise warming up to the ‘out of favor’ reit sector and if so your #1 choice in the reit area today for Capital Gain potential over a 2-3 Year time horizon.
Thx in advance.
Q: At current prices, would you add to holdings in gold? If so would you prefer producers, streamers or bullion? If producers and/or streamers, which do you prefer?Take whatever credits you need.
Thank you for al your help.
Mike
Thank you for al your help.
Mike
Q: TTD cratered and now keeps moving down. I didn't think earnings were THAT bad. Is this an overreaction or can you explain why the fall has been so harsh? Would you consider this a buying opportunity or is this a falling knife? Thanks!
Q: Hi Peter and Team,
The last question referencing HBIG was on April 16, 2024. Please provide your current assessment. Thanks as always for your insight.
The last question referencing HBIG was on April 16, 2024. Please provide your current assessment. Thanks as always for your insight.
Q: Hi,
Any thoughts on market reaction to earnings(seemed ok to me), CEO leaving, or recent purchase?
Cheers, Chris
Any thoughts on market reaction to earnings(seemed ok to me), CEO leaving, or recent purchase?
Cheers, Chris
Q: I want to buy a CDR or a Canadian company that is not CSU.
My Question: what is your highest conviction stock that will most likely go up the most this year?
I know you don’t have a magic ball, but best guess.
Thanks.
My Question: what is your highest conviction stock that will most likely go up the most this year?
I know you don’t have a magic ball, but best guess.
Thanks.
Q: Hi 5i, long time holder of TFII, time to move on? If not what would you do, buy more if underweight? As of writing this, it s down 28%. Thx.
Q: The earnings call hasn't taken place yet but TFII's earnings appear to be a bust. They missed all important metrics, some by quite a bit. After the call, can you comment on this and does management have a good response to the weak quarter. In your response to the initial question, you gave numbers but little commentary. How bad would you rate the results? Can you assess the future? Has the lustre left the room? TFII has been a great performer the past 10 years but I'm starting to question the future.
Q: Hi, I’m interested in hearing your thoughts on TFI Re-Domiciling to the US. How does this benefit the company? As a shareholder in the company will this impact my investment? Will a withholding tax now apply? Will they continue to be listed on the TSX after this move? Is this decision possibly related to tariff threats? Can you see other Canadian companies with significant US business following this route?
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Microsoft Corporation (MSFT $508.73)
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Zoetis Inc. Class A (ZTS $149.21)
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Novo Nordisk A/S (NVO $66.38)
Q: I am seeking single digit capital gain over the next 2 years which of the 3 companies would you buy. and why. what is the biggest risk for ZTS. is the competition from LLY now baked in to the price ofNVO thanks Richard
Q: Could you rank these three, best to worst as strong compounders, if in fact you believe them to be.
Thank You,
Barry
Thank You,
Barry
Q: Propel stock had, lately been doing well, hitting a high of $42, late January, after an analyst upgrade. Today, a month later, it has done full circle, back to $34.50, where, it was trading since October, 2024.
Is this just profit taking or a shadow of the big brother GSY ( just reported ), in your view, or something has changed ( Trump jitters ) ?
Do you still continue to expect excellent growth ( UK acquisition etc ) and would be comfortable adding after this pullback ?
Thank You
Is this just profit taking or a shadow of the big brother GSY ( just reported ), in your view, or something has changed ( Trump jitters ) ?
Do you still continue to expect excellent growth ( UK acquisition etc ) and would be comfortable adding after this pullback ?
Thank You
Q: What are your thoughts on STRK?
Q: Opinions of these etfs that have a technical bent to them and are rebalanced frequently based upon momentum/trends in the market. Both have done well. Would you recommend ? Thank you.
Q: How does 5i feel about the North America large financials for the balance of this year? Buy, sell, or hold?
Thanks for all the good insights.
Ken
Thanks for all the good insights.
Ken
Q: I am interested in starting a position here. The recent acquisition they made should add to growth... unless it is not going well? Also I feel like I am motivated by its low price (opposite of momentum strategy). Any good news with the Q4 and LNTH should move higher. Your thoughts please.
Q: What is your current opinion of this stock..... do you think it will do well in the next 2 years?
Q: I am interested in adding to my position here. Reasoning is - last two quarters show improvements, interest rates are lower and possibly will drop more, insiders purchasing shares. Your thoughts would be appreciated.