Investment Q&A

Q: Your comments on Magnite's latest earning release?

Q: What do you think of their latest quarterly report from Innergex? The market never likes to see a cut in a dividend , and reacted accordingly
.Are there better alternatives in the renewable energy space , and would you please rank them . i already own BEP.UN

Q: Please comment on BLD-US's forth quarter and year end 2023 financial results. Thank you.

Q: BEPC has only gone down long term, including recently during a rising market. Yet analyst targets and fair value assessments range from $39-$46. The yield is approaching 6% and I would expect it to provide a floor for the stock soon. How safe is the dividend? Would you be averaging down at these levels if you had taken a small position at higher (mid-$40’s) levels?

Q: Is this company worth hanging onto? What other mid cap gold producers would be a better choice?

Q: Peter and His Wonder Team
I have been watching this stock for some time.The 4thQ.
looks positive from my amateur perspective. Do you think it looks solid and would be a good buy at this price? Thanks for your professional analysis!

Q: Hi, Any thoughts on the negative market reaction to these two ompanies, when results looked reasonably good? Cheers, Chris

Q: Good afternoon,

Comments on PKI after earnings last night?

The market is not very happy today.

Q: Which do you prefer and why?

Q: What's your opinion on Synchronoss Technologies SNCR?

A winner or?

Thank you.

Q: Buy more, sell or hold.

Thanks!

Q: Hi Team, Thanks for your wonderful work on i5Research.
NVDIA stock jumped right after earnings report last week. This week it has dropped in price every day, even though analyst are targeting up to 1000-1200$ in the near future.
With the recent deep in NVDA is this a good time to buy NVDA stock or call options? Or is it a falling knife?
Thanks
DP

Q: How do you feel about Kinaxis moving forward after going over their results?

Q: Hi 5i
Mara is up quite a lot in a very short time can you provide some insight into what’s going on here, looks like crazy volume.

Small position but have been Underwater a long time and now suddenly not.

I’m thinking of exiting the position.
Do you think it Is it worth holding.

Thx

Q: Looking for updated thoughts on Bird Construction, it seems since the Fall of 2022 this stock (up 3X) turned around and has a nice run of new contracts expanding into Nuclear work for the Ontario Government, which is intriguing among many other contracts for larger builds and a nice growing backlog.
Market Cap nearing 1 billion which you seem to like as more Investors consider it.
Do you know Management at all and what are your thoughts?
Who is their nearest competitor regardless of size and who is their closest in size and competition in Canada?
What is the biggest risk you see to this specific company?
If you had to choose between BDT or another North American company in the same space (non-residential construction exposure) if not BDT who are they?

Q: Hi Peter & team

My son is about to graduate and will be starting his first job shortly thereafter. He is going to have approx $100,000 to invest and he asked for my help. I am recommending he start a portfolio which includes HPS.A, GDI, TVK, GSY, BNS, EQB, SIS, ATS, KXS, TOI, ATZ, DOO, ENB, BTE, LMN. I am also going to suggest 10% be placed in CASH as a rainy day/opportunity fund he can add to. Is there anything else you would have me add? Is there any of these you would have me remove? And if 10% was focused into fixed Income, what would you recommend? Please deduct appropriate number of questions.

Thanks for all you do

gm

Q: Hello, if one had to sell one of the above stocks which one would it be and why, my time frame is 2-3 years.

Thank you

Q: Hi Peter, I'm holding NVEI and GSY in an RRSP currently with NVEI in a bigger loss position than GSY and was thinking of selling NEVI over GSY to add to my LMN position. I've read that you have NVEI as a hold at present. Would I loose much selling NVEI or GSY in exchange for the position in LMN and in what order would you sell if you had to. Please take as many credits for the question you think adequate. Thanks

Q: Hello Peter,

Sam Altman wants to raise $7T for AI chips in the future. He's looking to the UAE for investments. Thoughts, comments? Will this likely be a new private venture or is there a possibility that he may explore any current publicly traded firms to partner (in terms of funnelling cash into, etc.)?

Next, what are some names that could benefit from this current theme and or Sam and others from diving into the chip design, manufacturers, etc. What are your top names for years out in this space, and a few comments on each. Let's rock!

Finally, Cybersecurity and protection of critical infrastructure is and will be huge. Top names in this space, ranked in terms of future outperformance?

Q: I have these companies on my cash account , they all are doing good, but now I'm looking to sell 3 of them, so I can buy some BRK.B.
Which 3 would you let go. thank you.