Q: Hi, I have CPX and have considered switching in the past to FTS or H , because of your ranking. However in the last 5 years it has doubled in price and has a great dividend. Hydro One seems to be keeping pace but has a much lower dividend. Just wondering what I’m missing and would you be more comfortable with a switch to H or FTS. Thanks
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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: You recently responded to a question suggesting investing in materials as ‘inflation protection’. I have zero exposure to the sector. I have 10% of my portfolio in IBIT in lieu of precious metals.
Would you consider bitcoin exposure as an effective alternative to materials for inflation protection?
Also, please offer your top 3 names in the materials sector, Canada or US, ranked if possible.
Thank you.
Would you consider bitcoin exposure as an effective alternative to materials for inflation protection?
Also, please offer your top 3 names in the materials sector, Canada or US, ranked if possible.
Thank you.
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Dollarama Inc. (DOL)
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goeasy Ltd. (GSY)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Zedcor Inc. (ZDC)
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kneat.com inc. (KSI)
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WELL Health Technologies Corp. (WELL)
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Celestica Inc. (CLS)
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Galaxy Digital Inc. Class A common stock (GLXY)
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Propel Holdings Inc. (PRL)
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D2L Inc. Subordinate Voting Shares (DTOL)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Luca Mining Corp. (LUCA)
Q: April 28th you answered Kevin ranking these stocks in this order, there has been news on some, any changes you'd make to your guess?
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Kraken Robotics Inc. (PNG)
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Zedcor Inc. (ZDC)
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Tantalus Systems Holding Inc. (GRID)
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Propel Holdings Inc. (PRL)
Q: Would GRID be one of your top 3 small caps currently? Please name your top 3 regardless of sector. Thanks
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Toronto-Dominion Bank (The) (TD)
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Bank of Nova Scotia (The) (BNS)
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Enbridge Inc. (ENB)
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Canadian Natural Resources Limited (CNQ)
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Sun Life Financial Inc. (SLF)
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Fortis Inc. (FTS)
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North West Company Inc. (The) (NWC)
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Russel Metals Inc. (RUS)
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Leon's Furniture Limited (LNF)
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Hydro One Limited (H)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: I am looking at buying Canadian Dividend payers. What are your highest conviction dividend payers. Can you provide top 10 list. Please keep in mind valuation.
Thanks
Thanks
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Firan Technology Group Corporation (FTG)
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Kraken Robotics Inc. (PNG)
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Tantalus Systems Holding Inc. (GRID)
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ACM Research Inc. (ACMR)
Q: Could I have your suggestions for 3 or 4 small cap growth stocks (probably tech) US or Canada? I have noticed PNG which I take to be a recent addition to your growth portfolio. I am reasonably risk tolerant. Thanks Jim
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goeasy Ltd. (GSY)
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EQB Inc. (EQB)
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Galaxy Digital Inc. Class A common stock (GLXY)
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Coinbase Global Inc (COIN)
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Robinhood Markets Inc. (HOOD)
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Propel Holdings Inc. (PRL)
Q: What do you believe has the higher probability of greater return- 10 yr Hold. Is there a name that you call out as an alternative to these?
Thx as always for the excellent service.
Thx as always for the excellent service.
Q: Held forever! Starting to believe this is another Knight ?
Potential but goes nowhere!
Feel like a lost opportunity holding this company.
Comments.
Potential but goes nowhere!
Feel like a lost opportunity holding this company.
Comments.
Q: Great report on KSI,
I’ve been patiently waiting to build enough cash to add a position.
Despite the negative trend in the last 30 would you be buyers today? Or wait for it to finally settle out?
Are there any new developments regarding this company? Thank you for the amazing job you all do!
I’ve been patiently waiting to build enough cash to add a position.
Despite the negative trend in the last 30 would you be buyers today? Or wait for it to finally settle out?
Are there any new developments regarding this company? Thank you for the amazing job you all do!
Q: I just read your KSI report - thanks! I'm curious how you come to a B, when there are two B's and all other marks are above B.
Q: Would you favour DSG over KXS today? Would holding both in a portfolio be complementary or would there be too much overlap?
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Galaxy Digital Inc. Class A common stock (GLXY)
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Coinbase Global Inc (COIN)
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Circle Internet Group Inc. Class A (CRCL)
Q: Dear 5i
CRCL seems interesting and seems to be a somewhat more stable investment then investing in bitcoin directly . Do you see this stock as a viable option in the crypto area or is it a little to soon to tell . My one other concern is that the price of this stock goes down when interest rates go down and currently i think the rates are more likely to go down than go up . What are your thoughts on this one and would galaxy or coin be better choices in the crypto space ?
Thanks
Bill C
CRCL seems interesting and seems to be a somewhat more stable investment then investing in bitcoin directly . Do you see this stock as a viable option in the crypto area or is it a little to soon to tell . My one other concern is that the price of this stock goes down when interest rates go down and currently i think the rates are more likely to go down than go up . What are your thoughts on this one and would galaxy or coin be better choices in the crypto space ?
Thanks
Bill C
Q: What is your opinion for Terra West
Margita
Margita
Q: Nutrien seems to be moving higher... finally. Seeing it touch new 52 week high is a good technical indicator. Would you concur that fundamentals and outlook are also supporting a higher valuation?
Same question for ATS. Would you be a buyer here?
Same question for ATS. Would you be a buyer here?
Q: hi folks
both enghouse and descarte have taken a bit of a hit on results
both still solid companies; which would you prefer for the next 3+ years
or neither?
no current position in either currently
thx as always
both enghouse and descarte have taken a bit of a hit on results
both still solid companies; which would you prefer for the next 3+ years
or neither?
no current position in either currently
thx as always
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CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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Constellation Software Inc. (CSU)
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Descartes Systems Group Inc. (The) (DSG)
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Enghouse Systems Limited (ENGH)
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Kinaxis Inc. (KXS)
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Thomson Reuters Corporation (TRI)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
Q: Hi Peter, the results for ENGH look a bit soft. Can you provide your opinion on the results and if you think it would be a value buy now with the dividend. Thanks
Q: The offering was supposed to close on June 3 but I haven't seen any news on the closing?
Q: Hello 5i
Seems this company is having trouble regaining its money making status despite showing growth in assets.
Consolidated Net Income is way below prior year and barely dribbling higher quarter over quarter. Are they poor operators and more of this can be expected?
What are your thoughts on this investment and how much more time do you think is required until they can get it in gear?
Thanks
Seems this company is having trouble regaining its money making status despite showing growth in assets.
Consolidated Net Income is way below prior year and barely dribbling higher quarter over quarter. Are they poor operators and more of this can be expected?
What are your thoughts on this investment and how much more time do you think is required until they can get it in gear?
Thanks
Q: Hi 5i,
What are your thoughts of the quarter? Would you hold / add / sell?
Thanks,
Kyle
What are your thoughts of the quarter? Would you hold / add / sell?
Thanks,
Kyle
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Galaxy Digital Inc. Class A common stock (GLXY)
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Applied Blockchain Inc. Common Stock (APLD)
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CoreWeave Inc. (CRWV)
Q: Does the deal CRWV signed yesterday with Applied Digital have any negative implications for GLXY ? Is CRWV the only client using Helios Data Centre? Curious why CRWV signs these long terms leases and if they will continue to "rent" between having NVDA backing and there stock going to the moon, why not build their own data centres?