Q: Can I have your thoughts on TVK's recently announced earnings. The stock at this point is down close to 10%. Were the earnings that bad or is this a buying opportunity? your overall assessment of the company would be appreciated. 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.
Q: Hi there. I was intrigued by the reply to a recent question which led to you providing a list of these six companies:
US: RSSS, BUKS, MCEM
Canada: HME, NCI, KUT
Can you please pick your 3 favourite regardless of country and provide a summary of why you think they hold potential as well as how each rank BOTH in terms of growth and risk with 1 being low risk/growth and 10 being high.
Thank you!
US: RSSS, BUKS, MCEM
Canada: HME, NCI, KUT
Can you please pick your 3 favourite regardless of country and provide a summary of why you think they hold potential as well as how each rank BOTH in terms of growth and risk with 1 being low risk/growth and 10 being high.
Thank you!
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TerraVest Industries Inc. (TVK $119.88)
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WELL Health Technologies Corp. (WELL $4.11)
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Vertiv Holdings LLC Class A (VRT $163.64)
Q: I am interested in increasing my position in Well, Terravest and Vertiv. Have the fundamentals changed in any way that would serve as a red flag affecting these stocks performance going forward. What would you consider buying at their current price or wait for a pullback.
Thanks
Dan
Thanks
Dan
Q: WHAT WOULD BE YOUR TOP 3 STOCKS CANADA AND TOP 3 IN THE US....THAT HAVE GOOD GROWTH POTENTIAL OVER THE NEXT 3-5 YEARS....BUT ARE NOT CURRENTLY RUNNING WITH HIGH P/E RATIOS....MAYBE OVERLOOKED OR UNDERVALUED.
I AM LOOKING AT A JAN-MARCH 2025 TIMEFRAME FOR BUYING.
THANK YOU FOR YOU VALUED INFORMATION.
I AM LOOKING AT A JAN-MARCH 2025 TIMEFRAME FOR BUYING.
THANK YOU FOR YOU VALUED INFORMATION.
Q: Hi Peter and Ryan, can I get your take on the above. Regards Anthony
Q: I owned CLS in 2000 and unfortunately in 2001 and rode the dot com bust all the way down. What is different, if anything, this time around? My 1/4 position is now a 1/2 position, thank you, but it has gone up too high too fast, and I have a long memory. At these levels is it a buy, hold, or sell? Or is it a keep your finger on the trigger, which is not my preferred buy and hold strategy. How will I know when the tide is turning or turned?
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Parkland Corporation (PKI $39.84)
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ATS Corporation (ATS $37.65)
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BRP Inc. Subordinate Voting Shares (DOO $89.93)
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Open Text Corporation (OTEX $48.10)
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iShares S&P/TSX SmallCap Index ETF (XCS $28.33)
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iShares Core S&P Small-Cap ETF (IJR $116.95)
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Boyd Group Services Inc. (BYD $224.50)
Q: Interesting comments in your latest Market Update about small caps. In addition to any potential upside in 2025, we are close to the possible annual January “bounce”. If you had to pick 5 (ranked) Canadian small caps to take advantage, which 5 equities would you lean towards? Also, is there an ideal ETF that would cover all the small cap basics? (2 questions)
On another note, long time member here who is extremely grateful for the outstanding service you provide. I’ve listened attentively, learned a lot, and have been blessed with some lucrative decisions, always guided by your sage wisdom. For that I offer a heartfelt thank you, and wish all at 5i a wonderful Christmas and another prosperous 2025!
Chris
On another note, long time member here who is extremely grateful for the outstanding service you provide. I’ve listened attentively, learned a lot, and have been blessed with some lucrative decisions, always guided by your sage wisdom. For that I offer a heartfelt thank you, and wish all at 5i a wonderful Christmas and another prosperous 2025!
Chris
Q: Hi - do you have any concerns about CGI's growth with US Gov't contracts once the Dept of Elon/Vivek starts to cut "costs"?
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Welltower Inc. (WELL $191.07)
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Dollarama Inc. (DOL $194.07)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $163.71)
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kneat.com inc. (KSI $4.30)
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Tennessee Valley Authority (TVE $24.30)
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Valhi Inc. (VHI $12.94)
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Propel Holdings Inc. (PRL $21.80)
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D2L Inc. Subordinate Voting Shares (DTOL $16.88)
Q: Can you recommend 5 new growth stocks for a TFSA. I have DOL, TVE, VHI and WELL. Would you keep these, given the high valuations of some of them.
Q: Good day, are there any microcaps, both on the US side and in Canada, that you find particularly interesting at the moment? If so, why?
Regards
Regards
Q: I’m trying to decide which company to add money to for my TFSA. GoEasy has had quite the pullback from being over $200 not too long ago, and is cheaper than Propel. Can you make a case for which one you would choose? Thank you
Q: Comparing a 5 year chart of GLXY to the price of Bitcoin, there is a noticable correlation it seems to me which on one hand makes perfect sense, on the other hand as the company matures and the space they are in is growing exponetially, I wonder why the stock isnt outperforming? I'm wrestling with " pigs get slaughtered" against "you dont get rich selling after a 100% gain".
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Constellation Software Inc. (CSU $3,277.56)
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Dollarama Inc. (DOL $194.07)
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WSP Global Inc. (WSP $254.93)
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TFI International Inc. (TFII $119.71)
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Alimentation Couche-Tard Inc. (ATD $70.20)
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goeasy Ltd. (GSY $123.41)
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iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU $45.08)
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Propel Holdings Inc. (PRL $21.80)
Q: Please rank the following companies on growth for the following 1 year and 3 to 5 years span. I own all of them in taxable account some of them for 5 years+ and plan to start moving some into my TFSA. As you can notice I like your recommandations.
Thank you,
Yves
Thank you,
Yves
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Dollarama Inc. (DOL $194.07)
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Restaurant Brands International Inc. (QSR $98.80)
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Descartes Systems Group Inc. (The) (DSG $115.55)
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Russel Metals Inc. (RUS $39.48)
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Thomson Reuters Corporation (TRI $197.12)
Q: I feel I have too many small positions (2% or less) in a diversified RRIF. All are above water except for DOL which is the most recent buy. Could I have your input re eliminating 2 (or 3) of the holdings and applying the funds to the other 3 (or 2)? Thank you.
Q: Hello, at this point in time, is CSU still a buy at the current price? What makes the price go up as relentlessly as it has been the past 5 few years? Thanks!
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Intuitive Surgical Inc. (ISRG $565.51)
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Microsoft Corporation (MSFT $503.29)
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NVIDIA Corporation (NVDA $186.86)
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Booking Holdings Inc. (BKNG $5,075.61)
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Visa Inc. (V $336.08)
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Berkshire Hathaway Inc. (BRK.B $513.11)
Q: If the stock market closed for the next 10 years, what 10-15 stocks in Canada or US would you own right now for total growth? Looking for top, highly predictable compounding businesses that have strong pricing power.
Q: Hi 5i Team - A guest on Market Call today stated that Shopify is trading at 100 times next year's earnings with anticipated revenue growth of 22%, Could you comment on the accuracy of these figures and your view on whether its shares may be over-valued at this time. Any other comments on its stock price and fundamentals would be appreciated. Thanks.
Q: Axon is down over 7% today. Any reason for the drop and would you recommend hoding on to the stock. Any comments you have on the company would be appreciated. Thank You.
Q: GLXY trades on the TSX yet is headquartered in NY, how does that work?
I sold half my bitcoin position and plan to replace with GLXY at some point, what would you consider a good entry point/price?
I sold half my bitcoin position and plan to replace with GLXY at some point, what would you consider a good entry point/price?
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Celestica Inc. (CLS $410.71)
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TerraVest Industries Inc. (TVK $119.88)
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WELL Health Technologies Corp. (WELL $4.11)
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Vertiv Holdings LLC Class A (VRT $163.64)
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Cellebrite DI Ltd. (CLBT $19.28)
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Nebius Group N.V. (NBIS $88.63)
Q: Hi,
Can you suggest 5-10 stocks with high growth potential for a holding period of 5+ years.
Thanks
Can you suggest 5-10 stocks with high growth potential for a holding period of 5+ years.
Thanks