Q: Don't see any news. Why is SHOP getting hammered 10% today? I know it's a volatile stock but could someone know something? Analysts are generally positive about it. Thoughts? If no reason for downdraft, could this be a buying opportunity?
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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: Bam is down seriously today. Is it related to today's announced acquisition?
Q: What are your thoughts on IFA I noticed this today when I was scanning the 52 week highs. It looks like it is seeing an increase in revenue lately and was profitable last quarter. Perhaps it is finally starting grow. It does hit one positive for me little or no questions from 5i members.
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Canadian National Railway Company (CNR $131.64)
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Descartes Systems Group Inc. (The) (DSG $90.43)
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Thomson Reuters Corporation (TRI $125.41)
Q: Could you provide some insight on what TRI & DSG are saying about their future prospects and is their moat real and believeable? In the case of CNR, whenever the political tiddlywinks ends, they will eventually be filling freight cars. TRI & DSG seem to be more exposed to sentiment, which is a bit like guessing which way the cat will jump. Thank you
Q: Please help me make up my mind on what to do with Descartes, down 40% in one year down 16% YTD. Looks like it and CSU are on a race to the bottom. Your thoughts on DSG would be greatly appreciated.
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Royal Bank of Canada (RY $232.75)
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Suncor Energy Inc. (SU $72.85)
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Dollarama Inc. (DOL $187.65)
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Wheaton Precious Metals Corp. (WPM $186.63)
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Finning International Inc. (FTT $87.35)
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TMX Group Limited (X $46.99)
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Premium Brands Holdings Corporation (PBH $97.33)
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Hydro One Limited (H $54.55)
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Nutrien Ltd. (NTR $95.98)
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CCL Industries Inc (CCLA)
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Boyd Group Services Inc. (BYD $228.60)
Q: Follow your balanced and income portfolio I am wondering what order would you add today Included RY and DOL also because of their growth over the last year. Please include rationale of the top 4. Thanks as always.
Q: Hi Peter and 5i Team,
I manage my son’s TFSA. One of his holdings is Kinaxis KXS, which has been held for a long time. The average cost per share is $49.56, and the last time I looked, KXS is trading at $136.59.
Noticing that, based on answers to other members, 5i is becoming more frustrated with this company, so I’m wondering if any action should be taken.
Please advise if there are any other TSX-listed companies or ETFs (other than the CSU family) that have better prospects than KXS going forward, or would be wiser to “stay the course”?
Thanks for your insight.
I manage my son’s TFSA. One of his holdings is Kinaxis KXS, which has been held for a long time. The average cost per share is $49.56, and the last time I looked, KXS is trading at $136.59.
Noticing that, based on answers to other members, 5i is becoming more frustrated with this company, so I’m wondering if any action should be taken.
Please advise if there are any other TSX-listed companies or ETFs (other than the CSU family) that have better prospects than KXS going forward, or would be wiser to “stay the course”?
Thanks for your insight.
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Intuitive Surgical Inc. (ISRG $478.88)
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Micron Technology Inc. (MU $419.44)
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NVIDIA Corporation (NVDA $180.34)
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Sandisk Corporation (SNDK $695.51)
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AbbVie Inc. (ABBV $225.66)
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Eli Lilly and Company (LLY $1,003.46)
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Celestica Inc. (CLS $405.55)
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RTX Corporation (RTX $203.50)
Q: "Trade Rationale - We continue to like KXS over a long-term holding, but amid the sell-off in software names, KXS has been hit, and while we think it can eventually recover, it may take some time. At this time, we are looking to reduce the size of the position in favour of adding to other names which we think have better secular tailwinds. "
is what 5i said in your recent market rundown piece. Just wondering what stocks or sectors you would be thinking of in particular, US and Canadian?
thanks as always
is what 5i said in your recent market rundown piece. Just wondering what stocks or sectors you would be thinking of in particular, US and Canadian?
thanks as always
Q: Could you please review the recent numbers from CPKR. Do you consider it a reasonable stock to own for the dividend income. Is the dividend sustainable? Payourt ratio? I would have thought that it would act somewhat like a utility with a steady slowly growing business
Thank you......... Paul K.
Thank you......... Paul K.
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Microsoft Corporation (MSFT $411.21)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $163.18)
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Galaxy Digital Inc. Class A common stock (GLXY $29.98)
Q: Would you buy GlXY on this pullback?
Also can you comment on the reasons for the decline in MSFT and Shopify ?
Also can you comment on the reasons for the decline in MSFT and Shopify ?
Q: Good morning.
Please provide your thoughts on BEP.UN latest earnings reports and do you think this is a buy at this time?
Please provide your thoughts on BEP.UN latest earnings reports and do you think this is a buy at this time?
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Alphabet Inc. (GOOG $340.70)
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NVIDIA Corporation (NVDA $180.34)
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Constellation Software Inc. (CSU $2,288.91)
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Robinhood Markets Inc. (HOOD $87.07)
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Brookfield Corporation Class A Limited Voting Shares (BN $60.83)
Q: Hi 5i,
In the event of a sharp pullback in the markets, what would be your top 5 stocks that would be on your radar to purchase?
Putting aside sector/industry/US or CAD markets and with the mindset of a 5+ year hold.
Thank you,
Greg C.
In the event of a sharp pullback in the markets, what would be your top 5 stocks that would be on your radar to purchase?
Putting aside sector/industry/US or CAD markets and with the mindset of a 5+ year hold.
Thank you,
Greg C.
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Celestica Inc. (CLS $405.55)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $163.18)
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goeasy Ltd. (GSY $126.48)
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TerraVest Industries Inc. (TVK $142.17)
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EQB Inc. (EQB $110.18)
Q: Can you provide your 5 top Canadian growth companies (in order) along with where (price) you think they might be a year from now and 2 years from now. For each one, please provide a quick note on what makes each company so compelling and rate each with a confidence indicator (10 highest). I understand these are your best assessments of things at this time.
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Costco Wholesale Corporation (COST $977.92)
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Chevron Corporation (CVX $178.04)
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Deere & Company (DE $545.00)
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Sherwin-Williams Company (The) (SHW $359.64)
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Walmart Inc. (WMT $127.71)
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Exxon Mobil Corporation (XOM $143.73)
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Suncor Energy Inc. (SU $72.85)
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Canadian Natural Resources Limited (CNQ $51.11)
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Loblaw Companies Limited (L $65.46)
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Cenovus Energy Inc. (CVE $27.20)
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Alimentation Couche-Tard Inc. (ATD $75.74)
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TerraVest Industries Inc. (TVK $142.17)
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Nutrien Ltd. (NTR $95.98)
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Linde plc (LIN $463.57)
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Corteva Inc. (CTVA $75.04)
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VanEck Agribusiness ETF (MOO $81.53)
Q: Markets still look somewhat overevaluated and are volatile : what sector(s) could represent an entry point with no excessive risk actually , real estate looking interesting among others ?
Q: Compare these two ETF and which type of account Registered vs Non Registered would be a better fit related to withholding tax and overall return
Q: Comments on the quarter please. Market seems angry.
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Vanguard Canadian Aggregate Bond Index ETF (VAB $23.00)
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iShares 7-10 Year Treasury Bond ETF (IEF $95.53)
Q: Good day,
1) Recommend a few US bond ETF/fund 5-7 yrs duration to invest my US cash for the next year, best return and safety.
2) Do the same for my Canadian cash, again 5-7 yr duration.
Thanks,
George
1) Recommend a few US bond ETF/fund 5-7 yrs duration to invest my US cash for the next year, best return and safety.
2) Do the same for my Canadian cash, again 5-7 yr duration.
Thanks,
George
Q: Legal Software Stocks Slide After Anthropic AI Release, this was today's headline. With legal services representing 35% of TRI's revenues, their largest segment....where do you think this stock will be repriced at? What price could be the bottom, an approximate guess?
Thank you
Thank you
Q: Hi Peter and Team,
What's going on with TRI today? It's down 13.15% the last time I looked. Are there any company-specific issues?
Thanks.
What's going on with TRI today? It's down 13.15% the last time I looked. Are there any company-specific issues?
Thanks.
Q: Today I received a letter from my broker TD regarding a proposed settlement by a class action suit for purchasers of Lightspeed (LPSD) shares between March 7th 2019 and November 3rd 2021. Since I did purchase 200 shares within that timeframe I am wondering whether it is worth completing the relevant forms? Do you have any estimate of the payment which I might receive if I submit the required information before the deadline of March 4th 2026?
many thanks for your great service.
Geoff
many thanks for your great service.
Geoff