Q: Aritzia stock was done close to 4 per cent today. I read an article that looks like it came out today that exposed problems with the work place culture and complaints from employees. I didn’t see other news. Do you think this is the reason to the Stock decline and do you think this will have a material impact on the stock short and long term based on similar past situations a companies
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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.
- NVIDIA Corporation (NVDA)
- UnitedHealth Group Incorporated (DE) (UNH)
- Visa Inc. (V)
- Constellation Software Inc. (CSU)
Q: I manage my son's TFSA and have just sold his NVDA shares at a 200% profit. Many thanks for 5i's excellent advice on this purchase! He needs the money next year and I felt - after a good run - it was time to play it safe and cash in. I would now like to reinvest the funds in a less volatile stock - in any sector - that still has reasonable growth prospects over the next year. CSU comes to mind (and I know you're a big fan). MSFT and GOOG already owned. What would be your top three choices for replacing NVDA - Canadian or US? Thank you,
- First Quantum Minerals Ltd. (FM)
- Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
- Capstone Copper Corp. (CS)
Q: with so much extra copper needed in the future ,because of EV and clean energy what are your thoughts going forward on the copper price in the future?
It seems to me a no brainer as building a mine will not happen overnight either.
How would you play this as an investor?
It seems to me a no brainer as building a mine will not happen overnight either.
How would you play this as an investor?
Q: I hold EQB in my income portion of the total portfolio. Where as 5iR allocates EQB to the Growth Portfolio which I don't have as a portion of my total portfolio. After reading the recent flash report of EQB, I'm inclined to now hold it in my Balance portion of the total portfolio. What do say you about this EQB transfer in my portfolio portions??? Also, I hold TRI that is now in the income portfolio. What do you say about transferring it to the Balance portion of the overall portfolio??? Thanks for the guidance......as I like to hold 20% in Income, 40% in Balance that is all Cdn and 40% in US stocks with more of a stronger tilt to growth that includes technology and healthcare........Tom
- Toronto-Dominion Bank (The) (TD)
- Bank of Nova Scotia (The) (BNS)
- BCE Inc. (BCE)
- Enbridge Inc. (ENB)
- Sun Life Financial Inc. (SLF)
- TMX Group Limited (X)
- Hydro One Limited (H)
Q: What are some blue chip higher yielding stocks on the TSX that you recommend for a very long term hold?
- D.R. Horton Inc. (DHI)
- TJX Companies Inc. (The) (TJX)
- United Rentals Inc. (URI)
- Celestica Inc. (CLS)
- TFI International Inc. (TFII)
- BRP Inc. Subordinate Voting Shares (DOO)
- Graphic Packaging Holding Company (GPK)
- Nutrien Ltd. (NTR)
- Atkore Inc. (ATKR)
- ADENTRA Inc. (ADEN)
Q: What are your favourite companies for long term holds with strong balance sheets that are attractive from a PEG perspective today? Can you please list 5 US and 5 CAD? Thanks
- Kinaxis Inc. (KXS)
- Open Text Corporation (OTEX)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Datametrex AI Limited (DM)
- Docebo Inc. (DCBO)
Q: I was wondering what companies in Canada might be in a position to benefit from the AI technology? Would SHOPIFY be on your list? Thank you.
- Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
- Granite Real Estate Investment Trust (GRT.UN)
- InterRent Real Estate Investment Trust (IIP.UN)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: Thank you for your market update. Following on your comment that real estate sector will play catchup 2H23, what are your best suggestions for capital appreciation? Also what is the rationale - debt/mortgage rates up, not a drain on
Q: In the next 2 to 3 quarterly reports, what do you wish to see for confirmation of your long view?
Thanks
Thanks
- goeasy Ltd. (GSY)
- Exchange Income Corporation (EIF)
- WELL Health Technologies Corp. (WELL)
- Enthusiast Gaming Holdings Inc. (EGLX)
- Docebo Inc. (DCBO)
- Lumine Group Inc. (LMN)
Q: WELL ( even) , EIF (up), EGLX (ouch ), are my only TFSA holdings and are in equal amounts.
Would you give 3 of your best picks of Canadian small caps ( other than the above ) with reasons why. I can handle risk.
Thanks. Derek
Would you give 3 of your best picks of Canadian small caps ( other than the above ) with reasons why. I can handle risk.
Thanks. Derek
Q: down significantly from recent highs and continues to drift lower; is it worth holding? your thoughts please.
Q: Hi 5i, Well has been busy this month with acquisition of CarePlus and strategic alliance with MCI. With MCI it mentions AI opportunities in health platform.
Please provide your thoughts on these two events.
Thx.
Please provide your thoughts on these two events.
Thx.
- Blackstone Inc. (BX)
- Trisura Group Ltd. (TSU)
- CrowdStrike Holdings Inc. (CRWD)
- Shift4 Payments Inc. Class A (FOUR)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Looking for a few stocks that have been beaten up that are good opportunities for rebound over the next 6 months...perhaps 3 canadian and 3 US...thanks.
- Tricon Residential Inc. (TCN)
- goeasy Ltd. (GSY)
- Exco Technologies Limited (XTC)
- TECSYS Inc. (TCS)
- WELL Health Technologies Corp. (WELL)
- Docebo Inc. (DCBO)
- Lumine Group Inc. (LMN)
Q: I have this in a TSFA account. What do you think of the likelihood of this going up? Should I hold or sell this stock? Thanks
Q: Hi 5i Team - I have been reading your responses to questions on CTS Technologies and am still not sure of whether this is a stock to hold on to. You mentioned in one response that the net debt is $320 but said that it has a healthy balance sheet in another response. Is the debt a concern? Small revenue growth is expected over the next few years but strong earnings growth is expected after this year. This appears to be a contradiction but perhaps not - could you please explain. Maybe I have not read this correctly. Also it was made clear that a long time frame is needed. Would this be three to five years - or more. Thanks.
Q: I'm now down over 60% on this company, where does an investor go to get reliable company information. Is there any value in this company or is it going the same way as EGLX & a few others that I've sold recently it always comes as a surprise announcement and the average investor is left wondering the information that is available is tainted to say the least.
Q: Hi 5i Guys,
Wondering what your thoughts are on KBL. Would you consider it a Buy/Sell/Hold?
Also do you think that KBL might be a good candidate to be taken private?
Thanks as always for your insight.
Wondering what your thoughts are on KBL. Would you consider it a Buy/Sell/Hold?
Also do you think that KBL might be a good candidate to be taken private?
Thanks as always for your insight.
Q: Hi, Analysts seem to like Constellation's proposed transaction of Blue Knight's Optimal Blue. It was also mentioned by National Bank analyst that the purchase price of USD 700 Million, seems to be rather on the lower side ( as not revised by the seller) and benefits CSU. Also, it looks like Constellation is now getting into bigger deal sizes.
What's your take on this for the company's future growth and on our investment in CSU stock ?
Thanks
What's your take on this for the company's future growth and on our investment in CSU stock ?
Thanks
Q: Hello 5i, the news are not great for TIXT at the moment. What is your opinion on Telus (T:CA), should we buy, hold or sell? Thank you
Q: You'll probably get a lot of this today...but what are your thoughts on the effect that the news from TIXT will have on Telus for the foreseeable future?