Q: Can I please get your updated view on Nouveau Monde Graphite? Is there a future here?
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Thoughts on the latest quarter? Seems just fine.
-
NVIDIA Corporation (NVDA)
-
Booking Holdings Inc. (BKNG)
-
Celestica Inc. (CLS)
-
Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
-
Vertiv Holdings LLC Class A (VRT)
-
Brookfield Corporation Class A Limited Voting Shares (BN)
-
Lumine Group Inc. (LMN)
Q: The stock market keeps on climbing ahead. At what point should we be careful due to valuation?
That being said, what are the top 5 Canadian and US stocks under current valuations?
Thanks
That being said, what are the top 5 Canadian and US stocks under current valuations?
Thanks
Q: Everyone, my neighbour just bought a ‘Back to the Future’ car with spoilers and all - yes he really did - and last night, without his knowledge I used it to go back to 1981. Then I used my life savings of $10000 to buy 125,000 shares of Apple stock. After the market closed that day in 1981 I flew back home to today. Now, I want to buy a stock from the next big growth industry AI. If I could buy just one stock, what stock would I buy? Clayton
Q: Hi, can you give any info on the above, there are no inquiries up until now.
Thanks as always
Anthony
Thanks as always
Anthony
Q: Your thoughts & info on Rubrik Inc RBRK:NYSE.
Buy now or not?
Thank you.
Buy now or not?
Thank you.
Q: Hi Team,
I am sitting on a small position of roblox in a US cash account with a 56% loss. Would you recommend holding this name with expectation of an eventual comeback ? Or is it time to cash out and accept the capital loss? If so what name would be your favourite to buy today with the funds either US or Cnd regardless of sector for a 10yr hold?
Thanks ,
Shane
I am sitting on a small position of roblox in a US cash account with a 56% loss. Would you recommend holding this name with expectation of an eventual comeback ? Or is it time to cash out and accept the capital loss? If so what name would be your favourite to buy today with the funds either US or Cnd regardless of sector for a 10yr hold?
Thanks ,
Shane
Q: Kinaxis has ongoing litigation with Blue Yonder for some years now. Is this a major factor which may Kinaxis profitability?
-
CGI Inc. Class A Subordinate Voting Shares (GIB.A)
-
Celestica Inc. (CLS)
-
Descartes Systems Group Inc. (The) (DSG)
-
Kinaxis Inc. (KXS)
Q: Which of these 4 would you recommend for a 3 to 5 year hold and could you recommend order to buy and a comment on all? And perhaps an entry price level. Thanx.
Q: Some ETFs seem interesting but the market cap. is relatively low( 100-200 millions $).What is the risk to invest in those ETF and in such case, what mkt cap would you consider as "acceptable" in Canada or n the US ?
Q: The above companies were listed in the top 15 weekly losers in Saturdays Globe and mail .Losses ranged from 3.60% to 8.83%
Has your opinion change on these companies?
In regards to Byd buyers may want to consult the Farmers Almanac before considering a purchase.
Has your opinion change on these companies?
In regards to Byd buyers may want to consult the Farmers Almanac before considering a purchase.
-
Intact Financial Corporation (IFC)
-
Trisura Group Ltd. (TSU)
-
Arch Capital Group Ltd. (ACGL)
-
Kinsale Capital Group Inc. (KNSL)
-
RLI Corp. (DE) (RLI)
Q: With Buffet's recent disclosure of a large position in CHUBB and increasing natural disasters like forest fires in Canada etc would you reccomend having an allocation in the insurance sector? If so any names that standout?
Thanks, Lesley
Thanks, Lesley
Q: Hello 5i,
We have been monitoring the economic cycle relative to stock market performance. Commodities are hot and there is a trend towards Bonds. Typically, this would indicate a stock market decline leading into a recession (mild or or medium decline).
But, our world has been turned upside down since covid. Is the S&P model of economic cycle and stock market performance model valid at this time?
https://thenewsavvy.com/invest/markets/stages-of-the-business-cycle/
This chart is dated March 31, 2024 https://novelinvestor.com/sector-performance/
Your insight into stocks as of specific dates is very valuable. Thank you for guiding us through constant change and up to the minute decisions.
Debbie and Jerry
We have been monitoring the economic cycle relative to stock market performance. Commodities are hot and there is a trend towards Bonds. Typically, this would indicate a stock market decline leading into a recession (mild or or medium decline).
But, our world has been turned upside down since covid. Is the S&P model of economic cycle and stock market performance model valid at this time?
https://thenewsavvy.com/invest/markets/stages-of-the-business-cycle/
This chart is dated March 31, 2024 https://novelinvestor.com/sector-performance/
Your insight into stocks as of specific dates is very valuable. Thank you for guiding us through constant change and up to the minute decisions.
Debbie and Jerry
Q: If TD gets overly fined and drops the stock price will that have an effect on ZWB's price,? When that one American Bank died ZWK has still not recovered.
Q: Which of XIC or XIU would you recommend buying, and at what price pls?
-
Microsoft Corporation (MSFT)
-
Open Text Corporation (OTEX)
-
Canadian General Investments Limited (CGI)
Q: I'm losing patience with Open Text. Do you see any reason to hang on?
And, considering replacing it with CGI or Microsoft.
Please rate these re growth prospects and safety.
And, considering replacing it with CGI or Microsoft.
Please rate these re growth prospects and safety.
-
Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
-
Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: What is the short list of companies traded on the tsx
/tsxv that benefit from support and growth of the electrical grid and power generation. With the push for heat pumps, EV's etc I see future growth in this sector with growing demand.
/tsxv that benefit from support and growth of the electrical grid and power generation. With the push for heat pumps, EV's etc I see future growth in this sector with growing demand.
Q: Hello 5i
Could I have your assessment of Deckers Outdoor please?
Thank you
Dave
Could I have your assessment of Deckers Outdoor please?
Thank you
Dave
Q: Quite some time ago I asked 5i for a comparison of JD and AMZN . JD was the clear winner on valuation but 5i favored AMZN. I bought JD anyway and took a bath on it . But according to your disclaimer so did you. { Either that or you've held a short position for a world record time } ..... I liked the company when it was $83 and I still like the company now though it has slipped to a 1% position in my portfolio .... Just saw their earnings report which was a beat and it looks like they are doing some interesting expansions. Could 5i offer an opinion on the expansions ? And which would you give the edge to, JD or PDD and why ? ..... And do you see the " China Factor " as continuing to plague these companies ? With the U.S. talking trade war I am a bit leery in spite of these extremely attractive valuations ......
Q: Do you think ONL become interesting now and can be start a position? Its high dividend seems very attractive. Thanks.