Q: I am considering adding this to my portfolio but the expression "don't fight the tape " keeps holding me back. Pros, Cons and thoughts would be appreciated.
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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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Adobe Inc. (ADBE)
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Amazon.com Inc. (AMZN)
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Costco Wholesale Corporation (COST)
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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Intuitive Surgical Inc. (ISRG)
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Microsoft Corporation (MSFT)
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QUALCOMM Incorporated (QCOM)
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Constellation Software Inc. (CSU)
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Kinaxis Inc. (KXS)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
Q: What stocks would you suggest for a TFSA of about $70k for a 30 y.o. with a 10-15 year time frame?
Thank you.
Thank you.
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Magna International Inc. (MG)
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Magellan Aerospace Corporation (MAL)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: Hello 5i Team,
I have sold MG at the top, is it a buy at this level? the stock momentum is good, car sales are on the upward momentum in the US.
You have B+ rating on MAL, do you still feel positive after the last Q?
Would you add to an existing TIXT (loss position at this point) at this level representing now only 1% of my portfolio (given your B+ rating for the company)?
I have sold MG at the top, is it a buy at this level? the stock momentum is good, car sales are on the upward momentum in the US.
You have B+ rating on MAL, do you still feel positive after the last Q?
Would you add to an existing TIXT (loss position at this point) at this level representing now only 1% of my portfolio (given your B+ rating for the company)?
Q: Can you enlighten me on BEP.UN.
I see a staggering amount of debt, net debt roughly 32.4 billion. Cash from OP around 2.8 billion, which is only around 8.6%. Negative free cash flow. Total Debt/EBITDA around 8x. Interest coverage around 1x.
Thanks Gord
I see a staggering amount of debt, net debt roughly 32.4 billion. Cash from OP around 2.8 billion, which is only around 8.6%. Negative free cash flow. Total Debt/EBITDA around 8x. Interest coverage around 1x.
Thanks Gord
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Apple Inc. (AAPL)
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Costco Wholesale Corporation (COST)
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Alphabet Inc. (GOOG)
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Alphabet Inc. (GOOGL)
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NVIDIA Corporation (NVDA)
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Coca-Cola Company (The) (KO)
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Walmart Inc. (WMT)
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Royal Bank of Canada (RY)
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Toronto-Dominion Bank (The) (TD)
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Constellation Software Inc. (CSU)
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WSP Global Inc. (WSP)
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Descartes Systems Group Inc. (The) (DSG)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Vanguard S&P 500 Index ETF (VFV)
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INVESCO QQQ Trust (QQQ)
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Topicus.com Inc. (TOI)
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Lumine Group Inc. (LMN)
Q: Good morning 5i:
Next year I will be retiring, and currently I have the outlined stocks in my RRSP, I'm happy with all of them, I think I would like to sell some of them (or trim down, slowly -no rush) and buy stocks/etf that will provide resilience , some yield, and perhaps some growth , can you please provide me with some ideas, 3 or more , I was thinking BN, add more to VFV.
Please use as many credits as required.
THANK YOU for all your help.
Next year I will be retiring, and currently I have the outlined stocks in my RRSP, I'm happy with all of them, I think I would like to sell some of them (or trim down, slowly -no rush) and buy stocks/etf that will provide resilience , some yield, and perhaps some growth , can you please provide me with some ideas, 3 or more , I was thinking BN, add more to VFV.
Please use as many credits as required.
THANK YOU for all your help.
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United Rentals Inc. (URI)
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Super Micro Computer Inc. (SMCI)
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Crocs Inc. (CROX)
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Axon Enterprise Inc. (AXON)
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CSW Industrials Inc. (CSWI)
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Perion Network Ltd (PERI)
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Boot Barn Holdings Inc. (BOOT)
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InMode Ltd. (INMD)
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Lantheus Holdings Inc. (LNTH)
Q: Please list some of your favorite U.S. growth stocks. Perhaps 5 small-cap and 5 mid-caps. Thanks.
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NVIDIA Corporation (NVDA)
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goeasy Ltd. (GSY)
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Exchange Income Corporation (EIF)
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Crocs Inc. (CROX)
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Axon Enterprise Inc. (AXON)
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Perion Network Ltd (PERI)
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Extreme Networks Inc. (EXTR)
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InMode Ltd. (INMD)
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Boyd Group Services Inc. (BYD)
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Vertiv Holdings LLC Class A (VRT)
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Lantheus Holdings Inc. (LNTH)
Q: With US inflationary concerns (hopefully) receding and the Fed finally pausing on US interest rate hikes (again hopefully) I'm hopeful the US market strength will broaden from some of the mega cap names like NVDA down to more mid-cap opportunities. Are there any mid ($2.5-20bn market cap) names you like currently/would suggest? (US or Canadian)
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Kinaxis Inc. (KXS)
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Open Text Corporation (OTEX)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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iShares Canadian Growth Index ETF (XCG)
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iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ)
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iShares S&P/TSX Capped Information Technology Index ETF (XIT)
Q: What Canadian companies whose share price could benefit from the AI phenomenon do you know of ?
Please provide some colour to each , such as % of sales, specific AI capabilities etc.
Are there any CDN ETF’s , other than ARKK:CA that you would recommend ? This would be for my TFSA where I put my riskier investments.
Thanks. Derek
Please provide some colour to each , such as % of sales, specific AI capabilities etc.
Are there any CDN ETF’s , other than ARKK:CA that you would recommend ? This would be for my TFSA where I put my riskier investments.
Thanks. Derek
Q: I have owned SNC for a few years now and it is sitting around what I paid. Dividend is very low . Do you expect any worthwhile growth or should I move on. I have a fairly well balanced portfolio but can add or build a new position.
Q: I realize this stock has been disappointing but I continue to believe there is good long term growth in this industry. Would you suggest patience with this name or can you recommend a more compelling stock in the same industry?
Thanks
Thanks
Q: Hello 5i
SYM symbiotic This company is rocketing upward.
Could I have your take on it? Is it investable or too many concerns?
Thanks
Dave
SYM symbiotic This company is rocketing upward.
Could I have your take on it? Is it investable or too many concerns?
Thanks
Dave
Q: : OF THESE THREE TICKERS IN THE TECHNOLOGY SECTOR WOULD ANY OF THEM LOOK MORE ATTRACTIVE THAN THE OTHER IF THERE IS A FED PAUSE NEXT WEEK? Thanks, Lesley
Q: Apart from Big Tech, are there any names (in and out of the tech sector) that 'should' be able to capitalize on the rise of AI in the near to medium term?
Q: Gentlemen;
Can I have your opinion on NBLY results released today?
Can I have your opinion on NBLY results released today?
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Constellation Software Inc. (CSU)
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Alimentation Couche-Tard Inc. (ATD)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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goeasy Ltd. (GSY)
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Lumine Group Inc. (LMN)
Q: Would you kindly identify your favourite 5 positive momentum stocks for Canada & 5 for the US ignoring income, safety etc…strictly momentum. Thank you as always.
GM
GM
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Alphabet Inc. (GOOG)
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Intuitive Surgical Inc. (ISRG)
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Microsoft Corporation (MSFT)
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Booking Holdings Inc. (BKNG)
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Deere & Company (DE)
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Enbridge Inc. (ENB)
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Constellation Software Inc. (CSU)
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Pembina Pipeline Corporation (PPL)
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Keyera Corp. (KEY)
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WSP Global Inc. (WSP)
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BRP Inc. Subordinate Voting Shares (DOO)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
Q: Hello, with the current inflation scene, economy and interest rates, expectations of a pause by Federal Reserve and possibility of a soft landing, what sectors will be your favorites to invest/overweight today with a 5-10 years horizon ? And, in these sectors, what will be your best 3 picks, based on current valuation and future growth, in order, with suggested price levels to buy/add ?
Thank You
Thank You
Q: Any idea why this one is selling off so hard and fast? Does it have to do with AI competition from google? It seems it fell right out of favour about the time i bought it.
Jason
Jason
Q: Which would you recommend for a 3 to 5 year hold and why? Thank you.
Q: Looked promising for a while, then it corrected. Below IPO pricing. What is driving the negative momentum? Seeing other names gain without fundamentals close to NVEI.
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Adobe Inc. (ADBE)
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Amazon.com Inc. (AMZN)
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Costco Wholesale Corporation (COST)
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Alphabet Inc. (GOOG)
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Intuitive Surgical Inc. (ISRG)
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Microsoft Corporation (MSFT)
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QUALCOMM Incorporated (QCOM)
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Toronto-Dominion Bank (The) (TD)
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BCE Inc. (BCE)
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Enbridge Inc. (ENB)
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Constellation Software Inc. (CSU)
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ONEX Corporation Subordinate Voting Shares (ONEX)
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AltaGas Ltd. (ALA)
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BRP Inc. Subordinate Voting Shares (DOO)
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Kinaxis Inc. (KXS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Boyd Group Services Inc. (BYD)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: I currently have a portfolio with these six holdings. What would be your current top 5-10 Cdn and/or US buys to diversify the portfolio and put a large cash balance to work for a 5-10 year time horizon with total return as the primary objective