Q: Among other holdings in my TFSA I have BN, T, RY, CNR, ATD and NVDA (ATD and NVDA at half positions) all for long term holds. Given current valuations and long term total return prospects, of the listed holdings, could you rank in which order you would direct extra funds to? Thanks.
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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 Atz will report within four weeks approximately. How many new stores have they opened since last report? Are there any new stores set to open before summer? What is your intuition as to surplus inventory reported last quarter? If one wants to invest would you advise waiting until they report? I know you favour the company and it’s share have fallen 20 percent since last report. Spring is almost here and new shoots are sprouting.
Thanks and good day
Thanks and good day
Q: What are your growth stock recommendations for each timeline (besides ATZ, already own)
- Short term (1 year)?
- Mid (5 years)?
- Long (5-10 years)?
- Short term (1 year)?
- Mid (5 years)?
- Long (5-10 years)?
Q: Which Candian companies with high share of international revenue would you recommend in current environment? Please rank according to your preference [with short blurb why you like], and indicate share of international revenue.
Q: Hi guys...great service...any really undervalued stocks you think are fantastic buys at the moment? perhaps 3-5 names on both sides of the border? Perhaps names that have been unfairly punished for any reason. Thanks.
Q: I am helping my young adult daughter to start a freshly funded TFSA, she will have an approximate 50K. She is not risk adverse. At this point in the markets, besides BN, which 3 or 4 best names you would you recommend?
Thank you always for your precious advice, and holding our hand in the scary times.
Thank you always for your precious advice, and holding our hand in the scary times.
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Constellation Software Inc. (CSU $3,385.76)
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goeasy Ltd. (GSY $129.46)
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Aritzia Inc. Subordinate Voting Shares (ATZ $94.75)
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Brookfield Corporation Class A Limited Voting Shares (BN $64.28)
Q: Peter, if you were initiating or adding to positions in your TFSA, which 2-3 Canadian Companies would you be picking for maximum returns (top picks)?
Thank you
Thank you
Q: Being a one time owner of SVB some time ago, now I read I am involved with them again as ROKU dropped from 70ish to 50ish over the last few days. I find out that is their bank. I imagine there are a few other tech stocks I have that bank with them. Are we in a lot of trouble for the next while? Your thoughts are appreciated.
Q: Thoughts on how their recent quarter was. The P/S ratio looks attractive relative to historical. Also, both of these look cash flow positive. Would you take a starter position at this stage. Would these 2 be the most attractive within their sector?
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Costco Wholesale Corporation (COST $922.74)
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Alphabet Inc. (GOOG $279.70)
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NVIDIA Corporation (NVDA $188.15)
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Constellation Software Inc. (CSU $3,385.76)
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WSP Global Inc. (WSP $257.83)
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Kinaxis Inc. (KXS $177.95)
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Brookfield Corporation Class A Limited Voting Shares (BN $64.28)
Q: My wife just started a tax free savings account. She recently bought ATZ and SHOP. Can you recommend a couple good Canadian stocks for her tax free? Also Is it fine to purchase US stocks in her Canadian account? Can you recommend a couple US stocks also.
Q: Good morning 5i
Anything you say about what to add to a tfsa is interesting. This morning you responded to just that question and suggested, amongst others, tfii. You said you would add in the hopes of an upturn. As i look at the chart, though, i see that it has been rising quite well, already. Are you expecting a big move here? I ask because I have such good profits from it that i have been thinking about using it for charitable giving. If you think there is a particularly bright future for it, though, i may hold off.
I was also a bit surprised that you didn’t include Boyd. I know thatyou can’t include everything, of course. But i thought that you are positive on it. What would be the reason for not including Boyd in this group?
Thanks for the excellent service
Anything you say about what to add to a tfsa is interesting. This morning you responded to just that question and suggested, amongst others, tfii. You said you would add in the hopes of an upturn. As i look at the chart, though, i see that it has been rising quite well, already. Are you expecting a big move here? I ask because I have such good profits from it that i have been thinking about using it for charitable giving. If you think there is a particularly bright future for it, though, i may hold off.
I was also a bit surprised that you didn’t include Boyd. I know thatyou can’t include everything, of course. But i thought that you are positive on it. What would be the reason for not including Boyd in this group?
Thanks for the excellent service
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Crocs Inc. (CROX $78.85)
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Perion Network Ltd (PERI $8.97)
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InMode Ltd. (INMD $14.45)
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Shift4 Payments Inc. Class A (FOUR $66.15)
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Lantheus Holdings Inc. (LNTH $51.07)
Q: Hi 5I Team
Please suggest 5 Can & 5 US Mid-Cap to buy today.
Thanks
Best Regards
Please suggest 5 Can & 5 US Mid-Cap to buy today.
Thanks
Best Regards
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ATS Corporation (ATS $37.70)
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Cognex Corporation (CGNX $39.27)
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iRobot Corporation (IRBT $2.20)
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Pegasystems Inc. (PEGA $59.09)
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Dynatrace Inc. (DT $47.22)
Q: which small and midcap robotic companies stand out for future growth
Tx Dick
Tx Dick
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Constellation Software Inc. (CSU $3,385.76)
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Descartes Systems Group Inc. (The) (DSG $118.37)
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TFI International Inc. (TFII $122.46)
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goeasy Ltd. (GSY $129.46)
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Brookfield Corporation Class A Limited Voting Shares (BN $64.28)
Q: If you were setting up a TFSA with CAD equities only, what five stocks do you recommend ranked by order you would purchase. If you could give a brief reason as to why you recommended each equity, that would be appreciated.
Q: Are the CJT results today as bad as the market reactions so far? CJT is a thinly traded stock and SP over reaction to any news is the norm. What's your take on the results? Thanks.
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Costco Wholesale Corporation (COST $922.74)
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Alphabet Inc. (GOOG $279.70)
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QUALCOMM Incorporated (QCOM $170.89)
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Axon Enterprise Inc. (AXON $602.51)
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Trane Technologies plc (TT $434.50)
Q: Good morning and happy Friday.
Here is a fun little exercise, if you had 1 million $ concentrated portfolio of 5-10 stocks and had a goal of an average 6%-8% return annually via combination of dividend and capital appreciation of holdings what stocks would you own? Canadian holding, and combo Canadian/U.S.A holdings. So 2x portfolio examples.
I realize this is just for fun and not financial advice. Thank you for the years of great service.
Here is a fun little exercise, if you had 1 million $ concentrated portfolio of 5-10 stocks and had a goal of an average 6%-8% return annually via combination of dividend and capital appreciation of holdings what stocks would you own? Canadian holding, and combo Canadian/U.S.A holdings. So 2x portfolio examples.
I realize this is just for fun and not financial advice. Thank you for the years of great service.
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $184.23)
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Axon Enterprise Inc. (AXON $602.51)
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Perion Network Ltd (PERI $8.97)
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Taboola.com Ltd. (TBLA $3.79)
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Arhaus Inc. (ARHS $9.84)
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Lantheus Holdings Inc. (LNTH $51.07)
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Bowman Consulting Group Ltd. (BWMN $32.54)
Q: Hello 5i,
Could you please rank these companies from a growth perspective for a higher risk portion of my portfolio? Also maybe brief comments on the four highest ranked?
Thank you
Dave
Could you please rank these companies from a growth perspective for a higher risk portion of my portfolio? Also maybe brief comments on the four highest ranked?
Thank you
Dave
Q: I just read your January comments on this company and wonder if you are feeling any more positive about this company now.
Thanks for your response. Lesley
Thanks for your response. Lesley
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Adobe Inc. (ADBE $326.95)
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Intuit Inc. (INTU $648.85)
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Microsoft Corporation (MSFT $496.82)
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Constellation Software Inc. (CSU $3,385.76)
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Brookfield Corporation Class A Limited Voting Shares (BN $64.28)
Q: just starting a resp for grandson and wondering if you were in my shoes with a good long term strategy which stocks would you start with? Does not have to pay a dividend as want growth with a chance he will have enough funds to go to Harvard for three to four years {ha, ha]
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Tucows Inc. (TC $28.01)
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Plurilock Security Inc. (PLUR $0.20)
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Wishpond Technologies Ltd. (WISH $0.10)
Q: I have small holdings in the above three stocks, all at substantial losses. Are any of them worth holding in your view?