Investment Q&A

Q: Please analyze this one. I'm in the lucky position, having it long enough, that I'm still decently positive but questioning it's future. Worth holding for awhile or moving on? Thank you.

Q: Could I get your top two picks in the CDN industrial REIT space? Looking for share price appreciation potential over yield.

Q: Hi Team,
Once again the hopeful small cap Jan bounce has done the opposite so far with essentially all growth being sold off. It’s amazing how a new year is here and it’s like a light switch where the narrative turns to everyone selling to lock in profits. This confuses me some as I thought year end Dec would be the time to lock in gains? What’s your take on the selloff and when’s your best estimate of when would be a good time to buy the dip? Is there a history of how long a Jan selloff typically lasts? Also; is there any standout buys in the market you see today now as a result of the recent selloff ? Thanks ,

Shane

Q: I don't have any retaill type stocks in my RRSP. This would be for a mid to long term period. Looking for capital appreciation with possibily reasonable dividend gains. Any suggestions?

Q: Hi, I would appreciate if you can provide your thoughts/analysis of TOI with long term outlook.

Q: I realize it's a very short time frame, but do you think Lumine would have more upside potential than Shopify over a six-minth period, thanks?

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?