Q: Could you comment on why you like NTNX? Is it likely to be proffitable soon? How does it manage to compete in the cloud computing sphere against Google, Microsoft (if those are its competitors)?
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: May I please get your current thoughts on TH International. Growth seems strong and they are starting to open up Popeyes locations as well as Tims. Thanks.
Q: Regarding the question asked by kel today re ranking the sectors can u give a brief rationale for technology industrials utilities financials and healthcare
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O'Reilly Automotive Inc. (ORLY $94.35)
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Booking Holdings Inc. (BKNG $5,719.01)
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AutoZone Inc. (AZO $3,723.80)
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Canadian Pacific Kansas City Limited (CP $107.00)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $137.75)
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Dollarama Inc. (DOL $185.58)
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BRP Inc. Subordinate Voting Shares (DOO $67.12)
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Alimentation Couche-Tard Inc. (ATD $76.77)
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Ulta Beauty Inc. (ULTA $500.25)
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Hilton Worldwide Holdings Inc. (HLT $272.00)
Q: If you were to list favourite US and Cdn companies with the added criteria of high cash flow and significant stock buybacks what would they be?
Q: Good morning - you mentioned that DRIPs are a wonder of the world in an earlier question about SLF. Can you please explain why you think so highly of DRIPs? Are there tax implications involved? Thank
Q: Do you feel NOA has a durable moat in that it’s massive heavy equipment located in remote areas of the world make it difficult for competitors to enter?
Q: What do you think about using the 20 DMA to determine a bid to start a new position? I don't have the time nor access to the data required to do a thorough analysis. Any other suggestions?
Thank you
Thank you
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iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO $18.42)
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iShares 1-5 Year Laddered Government Bond Index ETF (CLF $17.47)
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iShares Core Canadian Universe Bond Index ETF (XBB $27.97)
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iShares Core Canadian Long Term Bond Index ETF (XLB $18.45)
Q: Dear 5i team.
As I read through the recent Q's on the merits of owning laddered bond funds vs long bond funds (CLF/CBO vs XBB/XLB) couple of f/ups for you. Assuming rates have peaked, and downward is the consensus:
1) What is the upside for CLF vs XLB for example. How much of a move in bond prices would you estimate for each 50 BP move? (can you do same exercise assuming rates move higher?)
2) Since you like both XBB/XLB for long bond exposure, can both be owned, or should one be sufficient?
Many thanks for your help to understand the risk/reward here.
As I read through the recent Q's on the merits of owning laddered bond funds vs long bond funds (CLF/CBO vs XBB/XLB) couple of f/ups for you. Assuming rates have peaked, and downward is the consensus:
1) What is the upside for CLF vs XLB for example. How much of a move in bond prices would you estimate for each 50 BP move? (can you do same exercise assuming rates move higher?)
2) Since you like both XBB/XLB for long bond exposure, can both be owned, or should one be sufficient?
Many thanks for your help to understand the risk/reward here.
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Transocean Ltd (Switzerland) (RIG $2.80)
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Precision Drilling Corporation (PD $68.90)
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Nabors Industries Ltd. (NBR $31.49)
Q: I am interest in expanding my oil and gas investments to the service side of the oil and gas sector. Would you be able to compare three drilling companies that I am considering. I am interested in PD and NBR for on shore drilling and RIG for offshore. I would prefer a company that is profitable or projected to be soon. The focus is on growth and less on dividends. A fair amount of risk can be handled. Please compare information on these three companies.
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Amazon.com Inc. (AMZN $227.84)
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Costco Wholesale Corporation (COST $949.08)
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Meta Platforms Inc. (META $705.75)
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Alphabet Inc. (GOOG $190.54)
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NVIDIA Corporation (NVDA $167.35)
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Booking Holdings Inc. (BKNG $5,719.01)
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Eli Lilly and Company (LLY $776.04)
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Oracle Corporation (ORCL $238.82)
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Constellation Software Inc. (CSU $4,889.78)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $170.27)
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Topicus.com Inc. (TOI $189.82)
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Lumine Group Inc. (LMN $52.27)
Q: HI 5I, I like to reduce my tech stocks, I like to keep 5 of them (the ones with more stability) , the rest will sell to buy BN & COST (or any other suggestion) , I hate to let go some of them since they have provided me good gains , but I need peace of mind, and balance, I hate to be in your shoes with this question, please advice, thanks
Q: How likely is it that WELL is interested in Life Labs from OMERS?
Q: I've owned SLF for a number of years. I'm considering the switch to IFC as done in the balanced portfolio. I get a DRIP from SLF each quarter. With the amount of money i have invested i would not get a DRIP from IFC. How much weight would you put on this to favour staying with SLF?
Q: I was interested in buying CHAT however I never heard about the ETF company. How would you rank https://www.roundhillinvestments.com)
Is there any similar ETF like Chat?
Thanks for the great service your team has provided.
Is there any similar ETF like Chat?
Thanks for the great service your team has provided.
Q: Can you explain the product from Purpose ETF (ticker APLY) in the link below. Seems to be an ETF which owns Apple shares and somehow gives you yield with a call strategy as you hold. What is downside risk ? What is upside ?
Does anyone just hold shares anymore ? The financial wizardry with these ETFs seems like it will all blow up at some point just like CDOs in 2009.
https://www.purposeinvest.com/funds/apple-yield-shares-purpose-etf?utm_campaign=apple&utm_source=bnn&utm_medium=banner&utm_content=takeover
Thomas
Does anyone just hold shares anymore ? The financial wizardry with these ETFs seems like it will all blow up at some point just like CDOs in 2009.
https://www.purposeinvest.com/funds/apple-yield-shares-purpose-etf?utm_campaign=apple&utm_source=bnn&utm_medium=banner&utm_content=takeover
Thomas
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Constellation Software Inc. (CSU $4,889.78)
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Topicus.com Inc. (TOI $189.82)
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Lumine Group Inc. (LMN $52.27)
Q: Everyone, I have held CSU since $110, bought LMN in September of 2023 and do not own any TOI (yet). Specifically, discussing the three names only in my overall group of stocks, my plan is to own 50% in CSU and 25% of each LMN and TOI. Any comments on the strategy. Clayton
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lululemon athletica inc. (LULU $222.19)
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Aritzia Inc. Subordinate Voting Shares (ATZ $74.79)
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Reitmans (Canada) Limited (RET $2.10)
Q: Which do prefer as a purchase for a 1 to 2 year hold. RET appears super cheap, and could be a multi-bagger if any success. My concern is buying something like ATZ as an example, only to have it go down and then hold at a loss for years waiting for it go back.
Q: PREDICTION : The next big rage after AI will be
Quantum Computing.
Quantum Computing.
Q: Just a general question,why do some companies pay a tiny dividend which means nothing to most investors because it's so insignificant?Wouldn't that money be better used paying off debt,share buybacks,etc?
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Superior Plus Corp. (SPB $7.24)
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iShares Canadian Financial Monthly Income ETF (FIE $8.86)
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Corby Spirit and Wine Limited Unlimited Voting Common Shares (CSW.A $14.00)
Q: In my TFSA I have full positions in ENB, T, TCL.A, and AQN. Objective is primarily steady income and some growth. I am looking to add FIE, SPB and CSW.A. What do you think?
Q: Do you have a preference between these two for a long term hold?