Q: I note that you have trimmed WELL and are adding CPH. Can you provide a bit more color on CPH. There are few questions in your database and the most recent mention by you has it well down in a long list of companies with growth potential so it is curious to me how it made it to your most recent add list. Many thanks. I too have grown weary of WELL so the might be a good time to move on, to CPH? Thank you
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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.
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Loblaw Companies Limited (L $61.73)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $98.38)
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Nutrien Ltd. (NTR $104.85)
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Tantalus Systems Holding Inc. (GRID $4.40)
Q: Regarding your recent portfolio changes:
- what is the best metric for determining whether or not Tantalus Systems is good value at current levels ?
- I was surprised by the AI disruption note in your commentary for CGI. I thought they were to benefit from AI. Maybe I misunderstood (?)
- By trimming NTR and adding L in the balanced portfolio, are you suggesting there is more upside with L ?
- what is the best metric for determining whether or not Tantalus Systems is good value at current levels ?
- I was surprised by the AI disruption note in your commentary for CGI. I thought they were to benefit from AI. Maybe I misunderstood (?)
- By trimming NTR and adding L in the balanced portfolio, are you suggesting there is more upside with L ?
Q: Hi 5i,
I have owned this stock for a long time and all it did was to go down. what is your opinion of this stock. I am quite willing to to sell it. Thanks.Cheers
I have owned this stock for a long time and all it did was to go down. what is your opinion of this stock. I am quite willing to to sell it. Thanks.Cheers
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lululemon athletica inc. (LULU $163.98)
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Aritzia Inc. Subordinate Voting Shares (ATZ $108.85)
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Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $14.88)
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Roots Corporation (ROOT $3.50)
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Groupe Dynamite Inc. Subordinate voting shares (GRGD $66.99)
Q: If someone wants to invest in a fashion company (clothing retail), which would be the best option today? I'm thinking of Lululemon, Aritzia, Roots, Groupe Dynamite (you’ve made good comments about this company), Canada Goose, etc. Thank you
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Royal Bank of Canada (RY $220.14)
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Toronto-Dominion Bank (The) (TD $128.30)
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Bank of Nova Scotia (The) (BNS $94.02)
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Bank of Montreal (BMO $187.41)
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Canadian Imperial Bank Of Commerce (CM $130.97)
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National Bank of Canada (NA $178.90)
Q: In your opinion, are Cdn. bank stocks overvalued and is it time to trim. Along with two Cdn insurance companies they currently represent approximately 26% of our portfolio
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Toronto-Dominion Bank (The) (TD $128.30)
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Bank of Nova Scotia (The) (BNS $94.02)
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Constellation Software Inc. (CSU $2,503.49)
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Dollarama Inc. (DOL $183.07)
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Intact Financial Corporation (IFC $248.23)
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WSP Global Inc. (WSP $218.58)
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Descartes Systems Group Inc. (The) (DSG $99.14)
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FirstService Corporation (FSV $188.45)
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Toromont Industries Ltd. (TIH $192.13)
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Thomson Reuters Corporation (TRI $127.30)
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Alimentation Couche-Tard Inc. (ATD $76.21)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $167.62)
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goeasy Ltd. (GSY $35.37)
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EQB Inc. (EQB $107.81)
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Brookfield Corporation Class A Limited Voting Shares (BN $53.01)
Q: My son (23) has 9000$ to invest in his first TFSA (he already has a FHSA account that is maxed out). He wants to open a TFSA investing account. Do you have a recommendation for how he breaks up the 9000.00 (ie. 3 stocks)? Are there any sectors that he should focus on at first? Do any particular stocks jump out at you as suitable for this kind or foray into the market?
Thanks in advance
Sue
Thanks in advance
Sue
Q: Would you consider right now a good buy opportunity for IFC for a medium term hold (+/- 5 years)?
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Intact Financial Corporation (IFC $248.23)
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goeasy Ltd. (GSY $35.37)
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EQB Inc. (EQB $107.81)
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Propel Holdings Inc. (PRL $17.85)
Q: If I were to sell EQB which stock would you buy to replace this one ? Currently own TD and X.
Thanks
Thanks
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Galaxy Digital Inc. Class A common stock (GLXY $28.92)
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Applovin Corporation (APP $430.65)
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Robinhood Markets Inc. (HOOD $73.24)
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BlackSky Technology Inc. Class A (BKSY $24.89)
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Rubrik Inc. Class A (RBRK $50.77)
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Rocket Lab Corporation (RKLB $71.16)
Q: Dear 5i
Out of the above listed stocks , what would be your order of preference in a margin account and a TFSA account . By preference i mean level of earnings and quality of company ?
Also would you add any of these names to an RRSP , assuming an otherwise balanced portfolio , or perhaps consider CLS , Nebius or SRAD instead ?
Thanks
Bill C
Out of the above listed stocks , what would be your order of preference in a margin account and a TFSA account . By preference i mean level of earnings and quality of company ?
Also would you add any of these names to an RRSP , assuming an otherwise balanced portfolio , or perhaps consider CLS , Nebius or SRAD instead ?
Thanks
Bill C
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Loblaw Companies Limited (L $61.73)
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Dollarama Inc. (DOL $183.07)
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Metro Inc. (MRU $93.48)
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North West Company Inc. (The) (NWC $52.92)
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Alimentation Couche-Tard Inc. (ATD $76.21)
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Caseys General Stores Inc. (CASY $665.19)
Q: ATD has not really done much for some time now. What stock would you recommend to replace it at this time.
Q: Looking to add one of the above for a 2 to 3 year hold and would like your analysis,outlook , recommendation and entry price for each. Thanx.
Q: Of these two which has a safer dividend and better growth going forward for a retired senior? THANK YOU
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Kraken Robotics Inc. (PNG $9.18)
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Vitalhub Corp. (VHI $6.84)
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WELL Health Technologies Corp. (WELL $4.17)
Q: Hello 5i,
I am looking to start a small position in one of the above. Please rank them from your most to least favorite with a brief explanation.
Thanks
I am looking to start a small position in one of the above. Please rank them from your most to least favorite with a brief explanation.
Thanks
Q: CLS or SHOP for growth in Canada? Is there another you prefer? Sector irrelevant.
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goeasy Ltd. (GSY $35.37)
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EQB Inc. (EQB $107.81)
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VersaBank (VBNK $18.44)
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Propel Holdings Inc. (PRL $17.85)
Q: hi folks, thoughts on Q results for Versabank, Vbnk/t & q....stock took big hit on last Q results but recent news/developments seem encouraging??....Chris mentioned stock/liked previously in a podcast....have held for awhile....things look better going forward, or time to cut loose & move on....thx as always, jb
Q: Hi
The world seems to be so focused on stocks like GOOGL, APPL, NVDA, TSLA whereas I don’t see a lot of hype around SHOP.
In your mind does SHOP have the inherent appeal to grow at the same rate as the above stocks?
Would you please rank SHOP compared to the rest i.e 1-5,
Thanks
The world seems to be so focused on stocks like GOOGL, APPL, NVDA, TSLA whereas I don’t see a lot of hype around SHOP.
In your mind does SHOP have the inherent appeal to grow at the same rate as the above stocks?
Would you please rank SHOP compared to the rest i.e 1-5,
Thanks
Q: I have a position in ENGH. With the recent quarters revealing slightly negative growth and no catalyst in sight, would you recommend moving on from this name? Hence, sell or hold?
Q: Hi 5i
Today the "Company announced it has partnered with Superstate to allow stockholders to tokenize and hold GLXY shares onchain....This milestone marks the first time a public company has tokenized its SEC-registered equity directly on a major blockchain. "
What does that mean and how do you view this transaction going forward ? Is it big positive or not and potential positive catalyst?
thx
Today the "Company announced it has partnered with Superstate to allow stockholders to tokenize and hold GLXY shares onchain....This milestone marks the first time a public company has tokenized its SEC-registered equity directly on a major blockchain. "
What does that mean and how do you view this transaction going forward ? Is it big positive or not and potential positive catalyst?
thx
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Franco-Nevada Corporation (FNV $312.99)
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Wheaton Precious Metals Corp. (WPM $164.29)
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Agnico Eagle Mines Limited (AEM $249.54)
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Equinox Gold Corp. (EQX $16.74)
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Aris Mining Corporation (ARIS $22.20)
Q: Good morning- I notice that in recent questions about gold companies, EQX is not amongst your favourites. I hold EQX and AEM. Would I be better off selling EQX and either adding to AEM or a different company? If so, which do you suggest? Many thanks
Q: Could you comment on the Q2 results. Would you move to a full position based on results?