Q: Would you be comfortable with owning a full position in both Nvidia and Broadcom?
How much overlap is there between their separate businesses?
How much overlap is there between their separate businesses?
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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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Fortinet Inc. (FTNT)
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Palo Alto Networks Inc. (PANW)
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SentinelOne Inc. Class A (S)
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Zscaler Inc. (ZS)
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CrowdStrike Holdings Inc. (CRWD)
Q: Hi 5i
What is market expecting from panw earnings today, Thursday and would you be comfortable holding going into earnings?
Who are their main competitors and where would you rank them in comparison.
Would 5i be interested in them and at what price ?
thx
What is market expecting from panw earnings today, Thursday and would you be comfortable holding going into earnings?
Who are their main competitors and where would you rank them in comparison.
Would 5i be interested in them and at what price ?
thx
Q: Very large drops in CPX, but very little drop in H. Why the big difference between the two? I own both, should i continue to do so? If you could invest in only one today, which one would you choose and why?
Q: How were GSY's results vs expectations?
Q: Just an FYI for you and your members, Questrade is now offering free trading on stocks and ETF's on all of it's accounts.
I missed this announcement on Feb.09th, so I thought it was worth mentioning.
I missed this announcement on Feb.09th, so I thought it was worth mentioning.
Q: Dec '24 - Bought deal offering at $58.80 per Common Share, for total gross proceeds of approximately $460 million.
If the big boys bought at 58.80 would a current 53.00 not be "a good deal"
Do you see any tariff implications or any other down side?
Your comments please.
If the big boys bought at 58.80 would a current 53.00 not be "a good deal"
Do you see any tariff implications or any other down side?
Your comments please.
Q: I picked up a 2/3 position in the year-end selloff. I am up generously (for gas stocks), and now, with the earnings release, is it time to buy more?
Q: Can you explain the recent run up of price and expectations going forward.
Q: It seems that this stock lowering its price recently. Is it time to load up? What would be a good entry price? Thank you
Q: With the drop in both CLBT & ASPN today which one do you believe is the better buy today and why. At what price point would you give each as a good and great buy.
Thank you
Thank you
Q: CLS or CSU - which one would you buy today?
Q: In your response to a recent question you included a remark to the effect that there’s a lot of concern about Canadian banks right now. Would you please expand on this comment in regard to the nature and source of the concern you mentioned.
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Royal Bank of Canada (RY)
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Toronto-Dominion Bank (The) (TD)
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Bank of Nova Scotia (The) (BNS)
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Bank of Montreal (BMO)
Q: Worst case scenerio how much downside do you think the banks have in the next four years. RY,BNS and TD are all oversized positions. Thinking of lightening up in non taxable accounts or should I just sit on my hands ? Crystal ball gazing I know !
Q: With the weak Canadian dollar I do not intend to buy stocks on a US exchange. However, it occurs to me that if I buy hedged products on a Canadian exchange (eg. CDRs, XQQ) I will be buying US stocks without suffering the shortcomings of the weak Canadian dollar. Is this correct reasoning?
Q: Very long time holder of TFI. It's been drifting down where it's approaching its 52 week low. Is the current environment (cycle and tariffs) pointing to further deterioration in price? I know it's hard to time market but might it be best to sell and see what happens?The outlook doesn't look all that good right now butI realize TFI is a very strong company in their field.
Q: What is your current view on CCL.B? Do they have a risk with potentential tarrifs? Would you consider it a buy, hold or sell? Is there a preferred stock in this same sector?
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iShares 0-5 Year TIPS Bond ETF (STIP)
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TD Investment Savings Account (USD) (TDB8152)
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US Treasury 3 Month Bill ETF (TBIL)
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Global X USD High Interest Savings ETF (UCSH.U)
Q: Most of my fixed income part of portfolio is invested in TDB8152. Would you recommend any other fixed income product that will be better suited (stability and income). I have looked into TBIL, UCSH and STIP.
Q: Comments on BN earnings release please. Seemed pretty good. What should it all mean for stock performance? Anything particularly noteworthy, good or bad, in the earnings?
Q: All things being equal, which ETF would you prefer for US exposure today with all that's going on, for a 3-5 year hold? A follow up to my previous question, would 50/50 in either maybe a better way to go?
Thanks
Thanks
Q: Hello 5i team,
The MG price has gone below my entry price and I was thinking of adding to it. The stock has not moved very much in light of the tariff threat. Since this is probably already priced in, I was wondering how much business MG does in the states? If I recall MG's sales are mostly global. The price not moving much, tells me that the US portion of MG is not that material.
Are you still comfortable adding at these prices or is MG more of a hold until the dust settles?
Thank You,
Andrew
The MG price has gone below my entry price and I was thinking of adding to it. The stock has not moved very much in light of the tariff threat. Since this is probably already priced in, I was wondering how much business MG does in the states? If I recall MG's sales are mostly global. The price not moving much, tells me that the US portion of MG is not that material.
Are you still comfortable adding at these prices or is MG more of a hold until the dust settles?
Thank You,
Andrew