Q: What is your favourite small cap and large cap uranium stock currently? Would you initiate positions at this time?
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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.
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Celestica Inc. (CLS $505.12)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $158.64)
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Kraken Robotics Inc. (PNG $8.93)
Q: with the current downturn in the market do you see this as an opportunity to buy or would you wait. If you see it as a buying opportunity what are your top 3 growth picks for a 5 year hold
Q: It has been awhile since anyone has asked about this one and would appreciate your current thoughts. They appear to be securing some business and I am looking forward to seeing their next financials.
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Adobe Inc. (ADBE $240.11)
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Oracle Corporation (ORCL $155.62)
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ServiceNow Inc. (NOW $89.06)
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Vitalhub Corp. (VHI $7.46)
Q: I do not think you really answered the question about earnings for vitalhub. My look at them seemed they were pretty good but still down 10% today. Any thoughts?
Q: Results looked good. Down 30% on this name. Is this a weed that needs to be pulled? Less than 1% of my portfolio. Thanks!
Q: What are your thoughts on AXON's weakness - I've held for over a year, it's had a good rise, and now it's back down just below where I bought it - should I just hold on, or has there been a change that I should be aware of that might be causing the weakness? I thought it might have more strength with all that's going on.
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Gildan Activewear Inc. (GIL $81.44)
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Aritzia Inc. Subordinate Voting Shares (ATZ $129.12)
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Groupe Dynamite Inc. Subordinate voting shares (GRGD $90.99)
Q: Has there been that much of a slowdown in the retail sector to have all 3 down 20%.
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Micron Technology Inc. (MU $426.56)
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NVIDIA Corporation (NVDA $189.31)
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Celestica Inc. (CLS $505.12)
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Teradyne Inc. (TER $370.13)
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Nebius Group N.V. (NBIS $154.56)
Q: I hold NVDA, CLS, TER, NBIS. Considering buying MU. How much overlap in these companies? Would you sell any based on exposure?
Thanks
Thanks
Q: Updated opinion please
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Kelt Exploration Ltd. (KEL $8.89)
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Thomson Reuters Corporation (TRI $120.61)
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Cipher Pharmaceuticals Inc. (CPH $18.98)
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goeasy Ltd. (GSY $31.52)
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Capstone Copper Corp. (CS $12.39)
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Tamarack Valley Energy Ltd. (TVE $11.40)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $242.07)
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Kraken Robotics Inc. (PNG $8.93)
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Silvercorp Metals Inc. (SVM $16.28)
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Vitalhub Corp. (VHI $7.46)
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Tantalus Systems Holding Inc. (GRID $6.04)
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Propel Holdings Inc. (PRL $20.38)
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Telesat Corporation Common and Variable Voting Shares (TSAT $61.96)
Q: Would you consider all positions in your growth portfolio still buyable today? Are there any that would make you pause if you were buying now?
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Constellation Software Inc. (CSU $2,441.42)
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Thomson Reuters Corporation (TRI $120.61)
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Topicus.com Inc. (TOI $96.08)
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Lumine Group Inc. (LMN $23.33)
Q: Hello,
Does the brief rally followed by a pullback that these four stocks have just experienced carry any meaningful signal, in your view, is it positive or neutral?
Thanks
Does the brief rally followed by a pullback that these four stocks have just experienced carry any meaningful signal, in your view, is it positive or neutral?
Thanks
Q: Could have I an update on your views of PBH. Its hold in a RRSP. Would you suggest 1-2 companies with better or same risk profile you would suggest to switch for if you think that’s a good idea .
Q: Clearly the Street was very impressed with CPH's Q4 and YE earnings that were released on Friday (up 17% despite another tough day in the markets). As always, I would appreciate your view.
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Intuitive Surgical Inc. (ISRG $458.96)
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JPMorgan Chase & Co. (JPM $313.68)
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Eli Lilly and Company (LLY $929.55)
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United Rentals Inc. (URI $779.53)
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RTX Corporation (RTX $201.41)
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Celsius Holdings Inc. (CELH $33.66)
Q: What is your current top 10 Canadian and US non-tech stocks?
Q: Hello Team 5i and Everyone!
May I have your take on Rubrik's earnings today please? (RBRK)
Thank you,
Sandra
May I have your take on Rubrik's earnings today please? (RBRK)
Thank you,
Sandra
Q: will Trilliant Technologies (may do an IPO) be a major competitor to GRID ? who else are competitors to GRID thanks Richard
Q: Peter; Can you update your thoughts on HAI after they reported
today? Thanks,
Rod
today? Thanks,
Rod
Q: Hi team,
Is Ceco a good buy right now on the recent pullback? It has had a couple positive days now, seems like its drop may be over. Also generally speaking , do you see it as a name with multi bagger potential over the next decade? I look back to TT and amazed with the type of share price growth an industrial name like Trane has achieved. Could Ceco follow the same trajectory ?
Thanks,
Shane
Is Ceco a good buy right now on the recent pullback? It has had a couple positive days now, seems like its drop may be over. Also generally speaking , do you see it as a name with multi bagger potential over the next decade? I look back to TT and amazed with the type of share price growth an industrial name like Trane has achieved. Could Ceco follow the same trajectory ?
Thanks,
Shane
Q: Which of Dol or Shop do you think offer the best return over the next 3 to 5 years?
Q: ZDC has been drifting lower the past month. Is the fact they raised money a contributing factor? Is the story still solid for the future? What do you see for ZDC over the next 6-12 months? Is this an opportunity to fill out a position?