Q: Hi, I think 5i intends to cover Topicus with a detailed report soon. Looking forward to that !! How would you rate it, Today compared to Constellation Software's "A". 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.
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SPDR Semiconductors ETF (XSD)
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iShares PHLX SOX Semiconductor Sector Index Fund (SOXX)
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VanEck Vectors Semiconductor ETF (SMH)
Q: Hi Peter & 5i,
Is there any ETF's in Canada or the US that concentrate on Semiconductor Equipment Manufacturers. If so which would you recommend.
Thanks Guys,
Ivan
Is there any ETF's in Canada or the US that concentrate on Semiconductor Equipment Manufacturers. If so which would you recommend.
Thanks Guys,
Ivan
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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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TFI International Inc. (TFII)
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Magna International Inc. (MG)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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goeasy Ltd. (GSY)
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CrowdStrike Holdings Inc. (CRWD)
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Trane Technologies plc (TT)
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Dye & Durham Limited (DND)
Q: Hello. What are your top 5 picks in Canada + top 5 picks in the US for capital appreciation over the next 12 months? Any sector etc. Thanks!
Q: Hello 5i teams,
Could you please suggest 3 growth & 3 value companies which has room for upside in next 2 to 3 years hold.
Thx
Could you please suggest 3 growth & 3 value companies which has room for upside in next 2 to 3 years hold.
Thx
Q: Your thoughts on the q announced today would be appreciated. What stock would be a good comparable? Thanks guys.
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Photon Control Inc. (PHO)
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Broadcom Inc. (AVGO)
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NVIDIA Corporation (NVDA)
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Advanced Micro Devices Inc. (AMD)
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Ichor Holdings (ICHR)
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Ultra Clean Holdings Inc. (UCTT)
Q: When does the deal close? By when do you think better bids could appear?
(to replace PHO - what do you suggest?)
Also what semi play do you like? Do you like the manufacturers? Do you have a prefered play there?
Thanks
Mark
(to replace PHO - what do you suggest?)
Also what semi play do you like? Do you like the manufacturers? Do you have a prefered play there?
Thanks
Mark
Q: Hi ,
I hear about Bitcoin, Dogecoin and all sorts of other coins and names. The complication of understanding them kept me on the sidelines, not to mention the wild daily fluctuations. I was wondering if an easier way to get some exposure to Bitcoin, directly or indirectly, would be to buy some shares in Square?
Your thoughts are appreciated.
Thanks
I hear about Bitcoin, Dogecoin and all sorts of other coins and names. The complication of understanding them kept me on the sidelines, not to mention the wild daily fluctuations. I was wondering if an easier way to get some exposure to Bitcoin, directly or indirectly, would be to buy some shares in Square?
Your thoughts are appreciated.
Thanks
Q: Good morning,
I am considering increasing my international exposure as per portfolio analytics and am stumped between ZDI and PID. Both hold a lot of the same investments. In fact 31 of the ZDI stocks are the same as PID holdings are the same, although not in equal proportion (roughly 44% ZDI to 34% PID - mostly due to fact that the PID strategy is close to equal weight investments). My current positions in both funds are 5% and 3.75%. I am looking at increasing either or combining. I also have a 4.75 % position in QEF which I feel is sufficient since I am not yet convinces ESG is the way to go.
Can I have your thoughts on PID vs ZDI ? Thank you for your valuable input.
I am considering increasing my international exposure as per portfolio analytics and am stumped between ZDI and PID. Both hold a lot of the same investments. In fact 31 of the ZDI stocks are the same as PID holdings are the same, although not in equal proportion (roughly 44% ZDI to 34% PID - mostly due to fact that the PID strategy is close to equal weight investments). My current positions in both funds are 5% and 3.75%. I am looking at increasing either or combining. I also have a 4.75 % position in QEF which I feel is sufficient since I am not yet convinces ESG is the way to go.
Can I have your thoughts on PID vs ZDI ? Thank you for your valuable input.
Q: Can you comment on QUIS earnings released Tuesday after the close. Do you feel their potential is as good as their projections? Would you complete a position or wait for more concrete results?
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Vista Outdoor Inc. (VSTO)
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American Outdoor Brands Inc. (AOUT)
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Academy Sports and Outdoors Inc. (ASO)
Q: Hi team,
Looking for cyclicals with strong growth. What do you think about the three stocks above ? Would you buy now or would you suggest better alternatives ?
Gratefully,
Jacques IDS
Looking for cyclicals with strong growth. What do you think about the three stocks above ? Would you buy now or would you suggest better alternatives ?
Gratefully,
Jacques IDS
Q: Hi.
Can I get your comments on their latest quarterly release please?
Thanks,
Dan
Can I get your comments on their latest quarterly release please?
Thanks,
Dan
Q: How long do you think it will take for tech:ca to start making a significant positive move? Thanks
Q: Hi Peter
can you please comment on the earnings reported on 13 May.
The report looked good to me but the shares are down big time.
Is it a hold for now?
What is the outlook for the balance of 2021
Thanks Ron
can you please comment on the earnings reported on 13 May.
The report looked good to me but the shares are down big time.
Is it a hold for now?
What is the outlook for the balance of 2021
Thanks Ron
Q: Hi team,
I would like very much to read your take on the 3 following industrials, as growth stocks: ZIM-N, CRAI-Q and TGLS-Q (Technoglass). Would you buy it now or do you have better alternatives to suggest ?
Gratefully,
Jacques IDS
I would like very much to read your take on the 3 following industrials, as growth stocks: ZIM-N, CRAI-Q and TGLS-Q (Technoglass). Would you buy it now or do you have better alternatives to suggest ?
Gratefully,
Jacques IDS
Q: XBC seems to have gone up some last 2-3 days, what do you think, is it still a buy or avoid?
TOI seems to have gone the other way. Any explanation? Is it a buy?
Thank you, Fooklin
TOI seems to have gone the other way. Any explanation? Is it a buy?
Thank you, Fooklin
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Amazon.com Inc. (AMZN)
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Alphabet Inc. (GOOG)
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Netflix Inc. (NFLX)
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NVIDIA Corporation (NVDA)
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PayPal Holdings Inc. (PYPL)
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Twitter Inc. (TWTR)
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Twilio Inc. Class A (TWLO)
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Veeva Systems Inc. Class A (VEEV)
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Etsy Inc. (ETSY)
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Roku Inc. (ROKU)
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Pinterest Inc. Class A (PINS)
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Uber Technologies Inc. (UBER)
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CrowdStrike Holdings Inc. (CRWD)
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Cloudflare Inc. Class A (NET)
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Palantir Technologies Inc. (PLTR)
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Lightspeed Commerce Inc. Subordinate (LSPD)
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Snowflake Inc. Class A (SNOW)
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Airbnb Inc. (ABNB)
Q: Friday messy fun question, please take it lightly. I would like to start reducing the oil companies I bought in April last year. They've done incredibly well, but now I would like to increase my tech growth stocks by opening 1 or 2 new positions. I currently own GOOG, DND, U, CRWD, RDFN, ROKU, VEEV, PINS, and SQ. They have done well under your recommendations even with the recent pullbacks. As no one can time the markets, I am not willing to wait for a surprise interest hike as it is part of a locked-in RSP. It would be a 10+ hold. 1) Without considering size, could you please rank your favourite top 5 companies addressed in this question as of today in terms of strong balance sheet & steady growth potential over time (even in an interest hike environment). 2) Could you please give a brief explanation for the #1 pick only. Thank you very much as always!
Q: what happened today with the big decline ... also, i am invested in FTT, is this a hold for now ...thx
Q: Is now a good time to be buying small caps? I am thinking of taking a position with XCS.
Thanks for your help and advice.
Thanks for your help and advice.
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Nike Inc. (NKE)
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BRP Inc. Subordinate Voting Shares (DOO)
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Magna International Inc. (MG)
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Savaria Corporation (SIS)
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lululemon athletica inc. (LULU)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
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Boyd Group Services Inc. (BYD)
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Trane Technologies plc (TT)
Q: Hello guys,
I was hoping you could rate the current buy-ability of these industrial discretionary companies (byd,doo,mg,tt,sis) and of these clothing discretionary companies (goos, lulu,nke, atz) with 10 being a great buy, for new money. Any concerns, and is there anything similar that you like better?
Thanks,
Peter
I was hoping you could rate the current buy-ability of these industrial discretionary companies (byd,doo,mg,tt,sis) and of these clothing discretionary companies (goos, lulu,nke, atz) with 10 being a great buy, for new money. Any concerns, and is there anything similar that you like better?
Thanks,
Peter
Q: Do you think that CTS might be a little over its skis? Maybe a good idea to take some off the table before it drops again? An analyst on BNN recently suggested a price target of 7.75. Today its at 8.