Q: It announced a some $1B acquisition and drops 4.92% to$33.42(even lower earlier).Please comment.Is it timely to add.Txs for u usual great services & advices
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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: Any reason for the 8% haircut to $34.51 on friday?My p/p is $39. Add,Hold or Sell. Txs for U usual great services & views
- BRP Inc. Subordinate Voting Shares (DOO)
- ECN Capital Corp. (ECN)
- Dye & Durham Limited (DND)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: Have any of the companies in the 5i Growth Portfolio been actively buying back stock? Have you considered sending out flash emails with this information? Don’t you think investors should be focusing in on CEO’s of companies buying back stock as the market craters?
Thanks
Thanks
- Enghouse Systems Limited (ENGH)
- TECSYS Inc. (TCS)
- Real Matters Inc. (REAL)
- Dye & Durham Limited (DND)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: I plan to sell at least two of the above companies for tax loss this year. Can you list in what order you would sell first.
Best Regards,
Harold
Best Regards,
Harold
- Linamar Corporation (LNR)
- goeasy Ltd. (GSY)
- Topicus.com Inc. (TOI)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: Recently rejoined 5I after fantastic run in earlier years and have dipped my toes in LNR. Plan to add increments regularly ( I live in Guelph). Agree?
Also can you advise on 3 best buys over the next 3 years.
Thanks,
Alex Reid
Also can you advise on 3 best buys over the next 3 years.
Thanks,
Alex Reid
- Adobe Inc. (ADBE)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Constellation Software Inc. (CSU)
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- TECSYS Inc. (TCS)
- Advanced Micro Devices Inc. (AMD)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: Hello 5I,
What would be your top 5 picks in tech right now in Canada and Us?
Thanks
What would be your top 5 picks in tech right now in Canada and Us?
Thanks
- Suncor Energy Inc. (SU)
- Dollarama Inc. (DOL)
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- Tourmaline Oil Corp. (TOU)
- TFI International Inc. (TFII)
- ATS Corporation (ATS)
- Kelt Exploration Ltd. (KEL)
- Kinaxis Inc. (KXS)
- Agnico Eagle Mines Limited (AEM)
- Maverix Metals Inc. (MMX)
- WELL Health Technologies Corp. (WELL)
- Boyd Group Services Inc. (BYD)
- Dye & Durham Limited (DND)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
- Anaergia Inc. Subordinate Voting Shares (ANRG)
Q: Without concern for sector or diversification what would be your top 2 choices of the above names for long term (10+ yrs) growth potential for TFSA? Of those 2 choices what is a good entry point??
Q: Comments on their earnings please
Sheldon
Sheldon
Q: I’d like to ask you to speculate on if and when Telus International might initiate a dividend? I’m assuming it is likely to happen one day? I know that you like to see that first dividend established. In your experience would it be unusual before a certain number of years have passed after being listed? Is there some consistent level of profitability required over a given time usually, or any indicators/predictors to go by? Thanks for your insight.
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Trisura Group Ltd. (TSU)
- Enthusiast Gaming Holdings Inc. (EGLX)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: Of the following, are there any you see as particularly vulnerable today? Held in a long-term account but I am considering shifting the risk profile in light of existing market conditions, and potentially closing out 1 or 2 positions:
SHOP, LSPD, TIXT, EGLX, TSU
SHOP, LSPD, TIXT, EGLX, TSU
- Greenlane Renewables Inc. (GRN)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
- Ginkgo Bioworks Holdings Inc. Class A (DNA)
Q: Hello Peter,
I am thinking of adding to Greenlane Renewables to average down and am considering initiating positions in Ginko Bioworks and Telus International. Please let me know what you think in terms of longer term potential. Much appreciated.
I am thinking of adding to Greenlane Renewables to average down and am considering initiating positions in Ginko Bioworks and Telus International. Please let me know what you think in terms of longer term potential. Much appreciated.
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Dye & Durham Limited (DND)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: For a long term position, in which order would you add these three stocks?
- Sylogist Ltd. (SYZ)
- Enghouse Systems Limited (ENGH)
- Enthusiast Gaming Holdings Inc. (EGLX)
- CrowdStrike Holdings Inc. (CRWD)
- Digital Turbine Inc. (APPS)
- Dye & Durham Limited (DND)
- CloudMD Software & Services Inc. (DOC)
- Mitek Systems Inc. (MITK)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: After selling ENGH yesterday, I am reviewing the above holdings and only want to keep stocks that have a potential to generate decent future income, over the next 5 years or may be acquired by another company. These are long-term holdings and I don't need the cash, but could use the tax loss. Don't want to sell any company with a positive future. Any of the above holdings that you would sell now?
Thanks!
Thanks!
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- Air Canada Voting and Variable Voting Shares (AC)
- ATS Corporation (ATS)
- Savaria Corporation (SIS)
- Balanced Equity Portfolio (BEPORT)
- Dye & Durham Limited (DND)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
- Nuvei Corporation (NVEI)
Q: Hi there, I am a big fan of your Balanced Equity Portfolio. I like the more growth oriented names in it and was wondering if you were to swap out the less growth names for names that have a little more risk but for higher return, which would you swap and for what names? Thanks!
- WSP Global Inc. (WSP)
- CAE Inc. (CAE)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- Topicus.com Inc. (TOI)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
- Neighbourly Pharmacy Inc. (NBLY)
Q: Taking into account their current valuations, and their individual company risk, could you please rank these stocks in terms of overall risk from high to low for a 2 year time frame:
LSPD SHOP NBLY TOI NVEI WSP CAE TIXT GSY
Thanks for all your work!
Mike
LSPD SHOP NBLY TOI NVEI WSP CAE TIXT GSY
Thanks for all your work!
Mike
- Bank of Nova Scotia (The) (BNS)
- Enbridge Inc. (ENB)
- Sun Life Financial Inc. (SLF)
- Fortis Inc. (FTS)
- WSP Global Inc. (WSP)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- Brookfield Infrastructure Partners L.P. (BIP.UN)
- Tamarack Valley Energy Ltd. (TVE)
- Vanguard S&P 500 Index ETF (VFV)
- Profound Medical Corp. (PRN)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Topicus.com Inc. (TOI)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: Based on your reply to Paul on May 9th...."We think buying over a year will end up looking pretty good in two or three years". Of the following Companies that make up my portfolio what would be your TOP 3 conviction names to ADD to over the next year based on long term growth potential, good valuation, well run, good management, no brainer this will be a good investment type choice. There is opportunity here so don't want to miss the boat. Yes everything is down. Yes people are panicking. But it will go back up and simply want to focus my energy on the ones with more conviction. I don't need the money for the next 15-20 yrs but don't want to be a moron either and be happy with a bit of dividend here and there when I could see larger returns by making a good decision today. Thanks again.
- Intuitive Surgical Inc. (ISRG)
- Netflix Inc. (NFLX)
- NVIDIA Corporation (NVDA)
- PayPal Holdings Inc. (PYPL)
- Constellation Software Inc. (CSU)
- FirstService Corporation (FSV)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- Roku Inc. (ROKU)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: What do feel are the best bargains currently in this market ? Top 10 please, and a management ranking, 10 being the best. Long time time horizon. Thanks
Also, please provide your favourite Cnd stock/ETF for an RESP. Long time horizon
Thanks
Nick
Also, please provide your favourite Cnd stock/ETF for an RESP. Long time horizon
Thanks
Nick
- Intuitive Surgical Inc. (ISRG)
- Netflix Inc. (NFLX)
- NVIDIA Corporation (NVDA)
- FirstService Corporation (FSV)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- Roku Inc. (ROKU)
- Affirm Holdings Inc. (AFRM)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: With the stock market being just terrible these days, what at the companies trading at or near 52 week lows that you would strongly buy if you could (US or CDN)?
- InterRent Real Estate Investment Trust (IIP.UN)
- NorthWest Healthcare Properties Real Estate Investment Trust (NWH.UN)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: All four of these companies seem to be interest sensitive & are dropping a lot. NWH.UN is still up 15%,TIXT is down 25 %, while IIP.UN is even & DIR.UN is down 18%. Should I sell because of the announced & upcoming interest raises or continue to hold them? They all appear to be good companies but are being swept along by the tide of selling.Thanks
Dave
Dave
- Constellation Software Inc. (CSU)
- Descartes Systems Group Inc. (The) (DSG)
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- Topicus.com Inc. (TOI)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: We have new money to invest and would like to use it to correct our only significant sector weighting imbalance, which is in technology. The sector is currently represented by CSU, DSG, KXS and SHOP, where all but CSU are down.
5i has often stressed the importance of both maintaining target sector weights and not leaving too much cash idle. Now we find ourselves with the technology sector struggling and would like some guidance on how to proceed.
For the existing positions, which are long term holds, would you be inclined to spread out the additional investments over the medium term, say the next 6-12 months, or would you tend to be more aggressive, investing in the shorter term?
How would you rate (1-10) CSU, DSG, KXS and SHOP for additional money today?
If we were to initiate long term positions in TOI, TIXT, NVEI and LSPD today, how would you rate them?
Once again, a big thanks to you all at 5i! We've just renewed our membership after a first year. We only wish we'd known of your service earlier!
5i has often stressed the importance of both maintaining target sector weights and not leaving too much cash idle. Now we find ourselves with the technology sector struggling and would like some guidance on how to proceed.
For the existing positions, which are long term holds, would you be inclined to spread out the additional investments over the medium term, say the next 6-12 months, or would you tend to be more aggressive, investing in the shorter term?
How would you rate (1-10) CSU, DSG, KXS and SHOP for additional money today?
If we were to initiate long term positions in TOI, TIXT, NVEI and LSPD today, how would you rate them?
Once again, a big thanks to you all at 5i! We've just renewed our membership after a first year. We only wish we'd known of your service earlier!