Investment Q&A

Q: Regarding Michael's question on Magna, here is what was reported on BNN Bloomberg:

"We will watch shares of Magna after Goldman Sachs downgraded the auto part maker. One of the big structural calls on Magna is that it is poised to benefit from the ramp-up of electric vehicles and getting more of its content into cars. This morning, Goldman is poking holes in both those ideas. Goldman says Magna will see slower content per vehicle growth compared to peers, and ramp-up of electric vehicle production from customers like Ford and GM will be slower"

Happy New Year to 5i and everyone!

Q: Hi, Large Cap Tech stocks in US started the new year with a sharp pull back.
In Canada, Shopify was the one which followed the trend with 6-7% drop. Constellation Software was largely unchanged and Lumine is consolidating from recent sharp gains. We hold all above stocks in our Non-Regd as well as TFSA accounts. There is about $80k TFSA Contribution room available, due to withdrawls made last year. We are considering In-Kind contributions to add to our TFSA holdings when MV of these stocks are lower, in order to limit crystallization of capital gains, as all of these names have large gains embedded, in our taxable account. Is it a reasonable approach ?

If technology sector witnesses some more decline (after very strong returns during 2023), what are the next Technical support levels for these three stocks ?

Thank You

Q: Kinaxis has been weak lately, is there any obvious reason for this.

Peter

Q: Hi
what is the reasons for the pull-back?

like to add to the position
what is a good entry price?

thanks
Michael

Q: Can you provide the current insider share ownership and any recent insider activity in both these names

Q: Hi 5i,
Happy New Year!
Of the 5 Green Utility stocks listed, could you please list them in order of preference (best to worst) with a short explanation of 1) why and 2) the pros and cons for each stock at this time?

Thank you.

Q: Any particular reason for KXS price drop today? Is this a good buying opportunity?

Q: I’d like to know your opinion on Wayfair (W) please.

Q: Hi 5i,
With the recent jump up in stock price for Lumine, would you expect some price consolidation for a while due to the size of the recent acquisition? Or, after this large purchase, are they still able to carry on with business as usual?

Q: Can you compare Crowdstrike’s valuation to Topicus for me? I know they are in different sectors but I am thinking about deploying long term money into one or the other.

Q: Happy New Year
Could you rank in order which of the three has the most growth potential going forward and why.
Thanks
Jeff

Q: What are your views on Spin Master as a long-term investment? I've held it for a couple of years and it hasn't done much. It seems like they are a well run company and their recent acquisition strikes me as a good one. But will the stock deliver comparably solid long term returns or should I move on?

Q: Trying to decide which of the two would have better long term upside. If one could only chose one of these for a 10 year hold, what would it be and why?

Q: Between AEM and BTO which stock would you buy for one year hold?

Q: HI 5i
For my RRSP which two would you pick today, I own BN. would you buy BAM ?

thank you
Happy new years!

Q: It seems like everyone is positive on TD's future prospects. Yet no one mentions the potential monetary fines that could be levied against TD associated with money laundering. Why is that? Everyone appears to be very complacent about the probe over anti-money laundering. If the fines were substantial, could TD shares not take a hit? Your comments would be appreciated.

Q: Nice acquisition today by TFII and a good move in the stock. TFII seems to have perfected the art of the acquisition and integrating into operations. I believe TFII is the largest trucking company in Canada. How do they rate compared to US firms? Is there a possibility that TFII might be in the sights of a big US firm? Could they be on the receiving end of takeover bid?

Q: If things get worse in the Middle East and Oil goes up $ 40.00 to $ 120.00 a barrel what are best 5 Canadian Oil Companies to BUY

I own ATH and it performs well. What do you think of ATH ?

Let me know your top 5 under these circumstances or global ?

I agree with Mark Twain all months are difficult

bob

RAK

Q: I want to get into gold stocks and have always preferred Franco Nevada in the past. Should I look at buying some of it now, and what other companies would you recommend to complement it if I do? (In the same sector) Thanks

Q: Hello 5i
If one wanted to jump on the bitcoin bandwagon and go for a ride, would you pick COIN or GLXY? A brief explanation as to why would he appreciated.
Thank you
Dave