Investment Q&A

• WisdomTree International Dividend Ex-Financials Fund (DOO)
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Q: Hi 5i
What do you think of the short term and long term outlook for DOO after this mornings announcement of Bain capital reducing share ownership by 2M shares at $91....., I think the percentage reduction was from around 20.8 % to 18.8 %...
Should current share holders be worried .... does this drop represent an opportunity
Thx
jim

Upvote 1

Read Answer Asked by jim on January 24, 2024

• NVIDIA Corporation (NVDA)
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• Toronto-Dominion Bank (The) (TD)
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• Bank of Nova Scotia (The) (BNS)
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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• Brookfield Corporation Class A Limited Voting Shares (BN)
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Q: What are your five current favorite stocks for short-term (1 year) gains? They can be either US or Canadian stocks. Thanks,

Upvote 24

Read Answer Asked by John on January 24, 2024

• Parkland Corporation (PKI)
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Q: What is your opinion on the issues at Parkland?

I am grateful for the service you have provided over the years.

Upvote 7

Read Answer Asked by Judith on January 24, 2024

• Revvity Inc Com (PKI)
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Q: I was going to ask if now would be a good time to take a small position in PKI anticipating price appreciation once the Boardroom issues are settled but given PKI is hitting new highs today it seems investors are not worried. Would you consider starting a small position in PKI now?

Thanks for your advice.

Mike

Upvote 3

Read Answer Asked by Michael on January 24, 2024

• Galaxy Digital Holdings Ltd. ordinary shares (GLXY)
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• Riot Platforms Inc. (RIOT)
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Q: With the launch of bitcoin ETFs what "crystal ball prognostications" can you have for such companies as Galaxy, Riot?

Bail? Hold? Buy?

The last week has given them a proper lathering, and I'm wondering if there is more (pain) to come or if it's a good time to add to the position?

Upvote 2

Read Answer Asked by Sylvia on January 24, 2024

• Park Lawn Corporation (PLC)
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• Dollarama Inc. (DOL)
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• BRP Inc. Subordinate Voting Shares (DOO)
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• A&W Revenue Royalties Income Fund (AW.UN)
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• Leon's Furniture Limited (LNF)
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Q: Hi,
What would be your top 5 CDN consumer discretionary stocks in a RRSP for a 5-10 year hold.
Please list in order of preference for a buy today.
Thanks

Upvote 11

Read Answer Asked by Marco on January 23, 2024

• WELL Health Technologies Corp. (WELL)
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Q: Hi

With a 13% haircut today, and nothing has changed!! (just some dude's opinion, which are like belly buttons, everybody has one)

I bought more call me crazy but I think in the end it will work out give it another few years.

Is my thinking wrong??.

Take care folks

Mike

Upvote 9

Read Answer Asked by Mike on January 23, 2024

• Trisura Group Ltd. (TSU)
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Q: Do you still expect the cost of the run-off business to impact Q4? If yes, any idea when that should become history?

Thanks

Upvote 4

Read Answer Asked by Daniel on January 22, 2024

• KeyCorp (KEY)
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• Pason Systems Inc. (PSI)
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• Freehold Royalties Ltd. (FRU)
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Q: I am considering reducing energy positions and letting go one or more of these companies. How do you rate them for fundamentals and any other metric you choose to rate them: Keyera, Pason Systems and Freehold Royalties. Sell order??

Upvote 2

Read Answer Asked by Maureen on January 22, 2024

• WELL Health Technologies Corp. (WELL)
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Q: Hi,

Is this a good time to increase my position in WELL? Where do you see it in 5 years?

Thanks

Upvote 5

Read Answer Asked by Marco on January 22, 2024

• WELL Health Technologies Corp. (WELL)
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Q: Any idea why CIBC lowered their rating to neutral with a target of $4.75?

Upvote 4

Read Answer Asked by Michael on January 22, 2024

• WELL Health Technologies Corp. (WELL)
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Q: The news on well health has been good lately; how is it that analysts all of a sudden lower their ratings.. It makes me wonder if there is some manipulation going on unless they are seeing Well not as attractive all of a sudden. Your responses of late have been positive and i know opinions can differ. Can you shed some light please?

Upvote 3

Read Answer Asked by umedali on January 22, 2024

• Tricon Residential Inc. (TCN)
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Q: Looking for some guidance re considerations to consider in trading TCN at this point. What would your view be on the expected share price movement over the next 3 months. What factors might there be at play to improve the current stock price versus to lower it or finally the likelihood of it stagnating here. So do see it as a sell because current price likely as good as it gets, a hold because upside likely, or, if not too large a portfolio holding, a trim perhaps. Thank you for your views.

Upvote 11

Read Answer Asked by Ken on January 19, 2024

• Tricon Residential Inc. (TCN)
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Q: Could you comment on the propose take-over by BREIT. The offer looks cheap to me compare with today real book value. If it goes thru, will the new legislation law by the Democrats affect BREIT? Are you expecting outbid?

Thanks

Upvote 3

Read Answer Asked by Daniel on January 19, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: Many sharp upgrades and sharp downgrades for SHOP in recent days. What do you make of all the divergent views? I know 5i is in the upgrade camp. What do the 'downgrade' analysts see that bring them to their conclusion?

Upvote 12

Read Answer Asked on January 19, 2024

• Kinaxis Inc. (KXS)
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Q: KXS has been on a tear and is up over 20% in 2 weeks after lagging for a while.

Can't see any news reason for it do you? Or simply, just a bounce back from oversold?

Thanks


Sheldon

Upvote 8

Read Answer Asked by Sheldon on January 18, 2024

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: What do you think about using the 20 DMA to determine a bid to start a new position? I don't have the time nor access to the data required to do a thorough analysis. Any other suggestions?

Thank you

Upvote 4

Read Answer Asked by Richard on January 18, 2024

• HIVE Digital Technologies Ltd. (HIVE)
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• Galaxy Digital Holdings Ltd. ordinary shares (GLXY)
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• BIGG Digital Assets Inc. (BIGG)
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• Bitcoin Fund The (QBTC)
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• Purpose Bitcoin ETF (BTCC.B)
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• Riot Platforms Inc. (RIOT)
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• iShares Bitcoin Trust ETF (IBIT)
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• Fidelity Wise Origin Bitcoin Fund Beneficial Interest (FBTC)
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Q: I hold approximate 5% of my portfolio in Crypto stocks (ETF's and Mining companies). With the SEC's approval of ETF's should I consider selling a few of the above and purchasing one of these new ETF's and if so, which one would you recommend. Thanks

Upvote 2

Read Answer Asked by Marjorie on January 16, 2024

• TFI International Inc. (TFII)
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• Magna International Inc. (MG)
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Q: Would like your view on switching Mg for TFI. Looking for growth and a reasonable value. Mg seems to be stuck and going nowhere

Upvote 5

Read Answer Asked by Scott on January 16, 2024

• Stella-Jones Inc. (SJ)
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Q: Hi Folks,
May I have your opinion on Stella Jones. I am thinking of adding it to my non registered account.
Thanks

Upvote 4

Read Answer Asked by JOHN on January 16, 2024