Investment Q&A

• Arm Holdings plc (ARM)
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Q: Hi 5i

Is there a share lockup period period for softbank on ARM shares....If so, do you know when this lockup period ends?

How big an effect would this have on share price and the available share float... It seems this would be negative for sp at least in the short term.....



Thx

Upvote 3

Read Answer Asked by jim on February 26, 2024

• NVIDIA Corporation (NVDA)
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• Super Micro Computer Inc. (SMCI)
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Q: Hi Peter,
Would you go overweight in either /both targeting a double in two years? Alternatively, will you assign a probability with 90% confidence on a return in two years? I just want to know how you view these stocks currently.
Regards
Rajiv

Upvote 9

Read Answer Asked by Rajiv on February 26, 2024

• Exchange Income Corporation (EIF)
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Q: Hi did anyone listen to the conference call and we’re there any noteworthy tidbits? Cheers

Upvote 3

Read Answer Asked by Alan on February 26, 2024

• Topicus.com Inc. (TOI)
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• Lumine Group Inc. (LMN)
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Q: Have both Lmn & Toi.Bought Toi some time ago @ $125.20. U slightly prefer Lmn,one of u top favourities, over Toi per recent posts.Both reached new highs yesterday.Debating about selling Toi to add to Lmn Or keeping both.Appreciate u usual great advices & great services

Upvote 14

Read Answer Asked by Peter on February 26, 2024

• WELL Health Technologies Corp. (WELL)
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• Docebo Inc. (DCBO)
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Q: Hi

Do you think it would be a wise move to replace half of our WELL with DCBO?

Thank you

Mike

Upvote 2

Read Answer Asked by Mike on February 26, 2024

Q: Hello all,
Not a question, just a comment re: the latest comment around Dream Industrial REIT.
Paul, I believe it was, mentioned how various sources confuse certain companies with similar tickers. I have found that RBC and the TSX Money websites, among others, often confuse the Canadian DIV-T with the DIV-A ETF listed in the U.S., or vice versa. There are possibly more symbols which can create confusion.
So, just a note to everyone to take the time to ensure that what is being reported, even by your broker or other trusted sources, is accurately reflecting the correct equity - particularly where the information is such that you might be thinking of acting upon it.
Cheers,
Mike

Upvote 3

Read Answer Asked by Mike on February 26, 2024

• NVIDIA Corporation (NVDA)
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• Axon Enterprise Inc. (AXON)
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• Trane Technologies plc (TT)
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• Celsius Holdings Inc. (CELH)
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• Lantheus Holdings Inc. (LNTH)
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• Nextracker Inc. (NXT)
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Q: A recent comment of "But we do prefer higher-growth companies" than LNTH, which companies would you be referring to?

Thanks for your service!

Upvote 9

Read Answer Asked by Ozzie on February 26, 2024

Q: What are your 5 Top Picks Canada USA for next 3 years RAK

Upvote 5

Read Answer Asked by bob on February 26, 2024

• Amerigo Resources Ltd. (ARG)
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• Maricann Group Inc. (MARI)
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• Western Copper and Gold Corporation (WRN)
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• NGEx Minerals Ltd. (NGEX)
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• Solaris Resources Inc. (SLS)
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• Arizona Sonoran Copper Company Inc. (ASCU)
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• Trigon Metals Inc. (TM)
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• Faraday Copper Ltd Com (FDY)
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Q: By assigning each one a number out of ten, please rank these copper stocks in terms of upside potential:

NGEX, SLS, MARI (Marimaca), ARG, WRN, ASCU, FDY, TM

Upvote 2

Read Answer Asked by Brian on February 26, 2024

• Park Lawn Corporation (PLC)
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• Enbridge Inc. (ENB)
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• Sun Life Financial Inc. (SLF)
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• TELUS Corporation (T)
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• Algonquin Power & Utilities Corp. (AQN)
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• Northland Power Inc. (NPI)
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• Alimentation Couche-Tard Inc. (ATD)
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• Aritzia Inc. Subordinate Voting Shares (ATZ)
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• WELL Health Technologies Corp. (WELL)
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• Topicus.com Inc. (TOI)
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• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
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• Brookfield Corporation Class A Limited Voting Shares (BN)
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Q: I have 7000$ to allocate into my TFSA which of these companies would be your favourite and which would be your least favourite, please rate them out of 10(1 meaning least favourite and 10 being most favourite). Lastly at what entry price would you be a buyer of these companies? Please indicate an entry price for each company.

Thanks guys

Upvote 20

Read Answer Asked by Ma on February 26, 2024

• Docebo Inc. (DCBO)
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Q: Please comment on DCBO earnings report.
Thank you.

Upvote 7

Read Answer Asked by D on February 24, 2024

• Lumine Group Inc. (LMN)
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Q: It seems you are optimistic about this company. could you resume the arguments supporting this appreciation? Yhank you very much in advance

Upvote 18

Read Answer Asked by Gabriel on February 24, 2024

• Constellation Software Inc. (CSU)
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• Lumine Group Inc. (LMN)
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Q: 3-5 years from now who would you expect to have more growth?...LMN or CSU.
Certainly like the fact that LMN's majority shareholer is CSU. I would think CSU spun them off as they expect more growth from them as well?

Upvote 11

Read Answer Asked by Michael on February 24, 2024

• Polaris Renewable Energy Inc. (PIF)
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Q: comment please on PIF recent earnings release
thank you

Upvote 1

Read Answer Asked by howard on February 24, 2024

• Constellation Software Inc. (CSU)
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• Axon Enterprise Inc. (AXON)
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• Lumine Group Inc. (LMN)
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Q: Peter,please advise your US & Can stock picks in Feb 20 interview with Chris with a short narrative. Thanks

Upvote 18

Read Answer Asked by Peter on February 23, 2024

• Dream Industrial Real Estate Investment Trust (DIR.UN)
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Q: Your Feb 22nd answer to Chris was incorrect. That probably was a result of a wrong article in CBC or GLOBE about a dividend cut. It labelled the company as DIR.UN, but in reality the dividend cutter was D.UN.
DIR.UN has not cut - or raised ! - its dividend in the last 10 years.

Upvote 2

Read Answer Asked by Paul on February 23, 2024

Q: could I get a short version on the pros and cons of CDRs and are they any advantage to have in a smaller portfolio for U.S. stocks Thanks

Upvote 10

Read Answer Asked by FORREST on February 23, 2024

• Birchcliff Energy Ltd. (BIR)
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• Tamarack Valley Energy Ltd. (TVE)
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• Chord Energy Corporation (CHRD)
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Q: Hi 5i
WRT howards question on takeover targets, what percentage would you expect to effect a successful acquisition of either of these two....how would determine this, back of envelope calculation?

What was the chord offer for ERF

Thx

Upvote 2

Read Answer Asked by jim on February 23, 2024

• Newmont Corporation (NEM)
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Q: Hi 5i,

Thoughts on NEM looks like a dividend cut and pretty big sell-off. I this one a sell now?

Upvote 1

Read Answer Asked by Dean on February 23, 2024

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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Q: Would you look on this one more favorablly now?

Thx

Upvote 8

Read Answer Asked by blake on February 23, 2024