Q: I just read that XYL might be impacted by the 25% tariff Trump is teasing to apply to China and my portfolio currently holds XYL. With this in mind, for both XYL and AWK, what % of their products are manufactured in the USA vs China?......Thanks for the helpful info.....Tom
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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: Has your opinion on QNC evolved since 2021?
Q: Hi,
I'm down almost 50% on TMDX. Is it time to move on, hold or add? Can you please provide a brief comment on where you think it is heading.
Thanks
I'm down almost 50% on TMDX. Is it time to move on, hold or add? Can you please provide a brief comment on where you think it is heading.
Thanks
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BMO Equal Weight US Health Care Hedged to CAD Index ETF (ZUH)
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iShares Global Healthcare Index ETF (CAD-Hedged) (XHC)
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Harvest Healthcare Leaders Income ETF (HHL)
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Evolve Global Healthcare Enhanced Yield Fund (LIFE)
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BMO Covered Call Health Care ETF (ZWHC)
Q: Could you recommend a few ETFs trading in CAD that would provide exposure to healthcare. A couple of ETFs for growth and a couple for Income using covered calls.
Q: Hi there!
Yesterday I saw an analyst had raised his 2025 target price to “outperform” from 3.25 to 5.00 based on strong improvements mostly from the Triad business and recovery of the RV Lending business…what do you think?
Thank you!
Yesterday I saw an analyst had raised his 2025 target price to “outperform” from 3.25 to 5.00 based on strong improvements mostly from the Triad business and recovery of the RV Lending business…what do you think?
Thank you!
Q: Is this a stock to average into weakness or try to find a support level and initiate a position?
Q: Good day all, according to Canadian Insider, Capstone insiders have been doing a lot of selling in the past few months. What can you read into this and how do you see this affecting the future of the company as a stock investment ? Thank you.
Q: Hello
BDT has pulled back recently despite decent earnings
what are the fundamental reasons for the pull back
does the upcoming D Trump tariffs affect this stock?
should one wait until feb 2025 to see ?
please give me an entry point , thanks
Michael
BDT has pulled back recently despite decent earnings
what are the fundamental reasons for the pull back
does the upcoming D Trump tariffs affect this stock?
should one wait until feb 2025 to see ?
please give me an entry point , thanks
Michael
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Amazon.com Inc. (AMZN)
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Alphabet Inc. (GOOG)
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NVIDIA Corporation (NVDA)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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TerraVest Industries Inc. (TVK)
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Axon Enterprise Inc. (AXON)
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Nebius Group N.V. (NBIS)
Q: With the CAD losing ground to the USD, is it still worth converting Canadian dollars to buy US stocks? If yes, what would be your 5 top growth stocks for 2025?
Thanks
Thanks
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Suncor Energy Inc. (SU)
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Canadian Natural Resources Limited (CNQ)
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Tourmaline Oil Corp. (TOU)
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Cenovus Energy Inc (CVE)
Q: I don't have any exposure to energy and wanted to know what your views are for the sector going forward. In the current market environment, what percentage of your portfolio would YOU invest in it? Your top stocks for growth? Would the 4 stocks mentioned be good candidates? Thanks in advance.
Q: Do you like the debenture offering?
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Loblaw Companies Limited (L)
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North West Company Inc. (The) (NWC)
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Alimentation Couche-Tard Inc. (ATD)
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iShares S&P/TSX Capped Consumer Staples Index ETF (XST)
Q: Hello Team,
Could you please recommend three Canadian "staples" stocks or ETFs with dividend.
Thank you!
Could you please recommend three Canadian "staples" stocks or ETFs with dividend.
Thank you!
Q: Good morning 5i
You seem to have a lot of confidence in Google. I wonder, though, what unexpected developments could come along and derail Google? For instance Search is a big component for selling advertisement. But, since Chat gp has been developed, I generally direct any questions I have to it, rather than to Google. It does the searching for me. If something like that became widespread I imagine it could be very bad for Google. There may be other detrimental developments, too. I don’t imagine you have a magic answer for this other than just to keep an eye open. But I was wondering whether things like this would dampen your enthusiasm for Google and move you to hold less?
You seem to have a lot of confidence in Google. I wonder, though, what unexpected developments could come along and derail Google? For instance Search is a big component for selling advertisement. But, since Chat gp has been developed, I generally direct any questions I have to it, rather than to Google. It does the searching for me. If something like that became widespread I imagine it could be very bad for Google. There may be other detrimental developments, too. I don’t imagine you have a magic answer for this other than just to keep an eye open. But I was wondering whether things like this would dampen your enthusiasm for Google and move you to hold less?
Q: Can I get your opinion on investing in South Korea? I know it is unlikely to be a focus area of 5i, but in your experience, do political issues (in relatively stable countries) represent good buying opportunities?
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F5 Inc. (FFIV)
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NVIDIA Corporation (NVDA)
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PayPal Holdings Inc. (PYPL)
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Bristol-Myers Squibb Company (BMY)
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Eli Lilly and Company (LLY)
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Oracle Corporation (ORCL)
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Walmart Inc. (WMT)
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Fortinet Inc. (FTNT)
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EVINE Live Inc. (EVLV)
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Datadog Inc. (DDOG)
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Vertiv Holdings LLC Class A (VRT)
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Sprout Social Inc (SPT)
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monday.com Ltd. (MNDY)
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Uranium Energy Corp. (UEC)
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Symbotic Inc. (SYM)
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Arm Holdings plc (ARM)
Q: Hello 5i,
We are in sync with the theory that hardware stocks will slow down and software will be the next phase. Which stocks from this group would you purchase today if not owned. We will assume that those not mentioned may be purchased on a pull-back. Of the list, are there any stocks that you would swap out for another stock?
WMT, NVDA, VRT, FTNT, GDDY, EVLV, SPT, UEC, FFIV, PYPL, SYM, BMY, LLY, APPF, ARM, MNDY, ORCL
Thank you for your help.
D&J
We are in sync with the theory that hardware stocks will slow down and software will be the next phase. Which stocks from this group would you purchase today if not owned. We will assume that those not mentioned may be purchased on a pull-back. Of the list, are there any stocks that you would swap out for another stock?
WMT, NVDA, VRT, FTNT, GDDY, EVLV, SPT, UEC, FFIV, PYPL, SYM, BMY, LLY, APPF, ARM, MNDY, ORCL
Thank you for your help.
D&J
Q: Thoughts on WCN for a new investment and/or continuing to hold ? Been drifting lower. How was their last earnings report in guidance ? Thank you.
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Microsoft Corporation (MSFT)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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CrowdStrike Holdings Inc. (CRWD)
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Unity Software Inc. (U)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Lumine Group Inc. (LMN)
Q: I have approximately $70k cash in my TFSA account that I would like to invest before the end of the year. I currently have the above stocks in my TFSA. My investments in Lightspeed and Unity have taken a big hit (70 to 80% loss) since purchasing these stocks. I understand that I cannot claim losses on investments in my TFSA account. Would you suggest selling off my investments in Lightspeed and Unity and reinvesting these funds? As noted above, I have cash in my TFSA to be invested. Please rank my current TFSA holdings for additional investment considering a 5 to 10 year hold. Thank you for your expertise and best wishes for the Holiday Season.
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: This Friday, BAM shareholders (but no other Brookfield entity, correct?) will vote on becoming US-domiciled, and, as-such, eligible for inclusion in US indices.
Assuming approval, (a) should this change catalyze an expansion of its P/E multiple (or is that already priced-in), and (b) should this change catalyze, indirectly, a proportional expansion for BN?
Assuming approval, (a) should this change catalyze an expansion of its P/E multiple (or is that already priced-in), and (b) should this change catalyze, indirectly, a proportional expansion for BN?
Q: Reading some recent comments, it looks like you are recommending both of these. If you had to choose one for the highest overall gains in the next three years, which one would it be? Happy holidays and thank you.
Q: Do you have a preference between DHI and PHM?
Could you help explain why and do think it might be a good time
to accumulate the stock. thanks for the great service.
Could you help explain why and do think it might be a good time
to accumulate the stock. thanks for the great service.