Q: IF STARTING A NEW POSITION, $ATD.B or $TRI.
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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Pason Systems Inc. (PSI $11.75)
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Kinaxis Inc. (KXS $187.00)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $203.67)
Q: Seems there's a possibility the market might be headed for a bit of a pull back. If this scenario plays out I'm thinking companies flush with cash may do better than others. What Canadian companies that have a lot of cash do you think have the best chance of doing relatively well in a market correction?
Q: Are the strikes going to boost or lower Nutrien’s stock price in the short/term-long term…trying to get my head around he supply/demand logistics. Thank you.
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Block Inc. Class A (SQ)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.87)
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Toast Inc. Class A (TOST $40.22)
Q: All three stocks have been setting higher highs and higher lows since mid April. Have you heard any news on why these three stocks are having a positive uptrend recently? All three have crossed the 50 and 200 day moving averages. Clayton
Q: Hi 5iResearch Team,
My question is general. Recently I came across an article on Bond-reform proposal by Federal Government. In which it was mentioned by a group of institutional investors that this means higher interest rates for companies, provincial governments and other bodies that issue bonds. If that is right then will not mortgage cost for the home owners will go up?
I will appreciate if you could give some info on this money lending cycle.
Thanks
Piyush
My question is general. Recently I came across an article on Bond-reform proposal by Federal Government. In which it was mentioned by a group of institutional investors that this means higher interest rates for companies, provincial governments and other bodies that issue bonds. If that is right then will not mortgage cost for the home owners will go up?
I will appreciate if you could give some info on this money lending cycle.
Thanks
Piyush
Q: What are your thoughts on these two underperforming stocks - are they buys, sells or holds. Thanks. Rick
Q: What evidence is there that the rise in interest rates have been the reason why inflation has declined?
Q: Hello, I read with your interest your answer to Kolbi's question yesterday about growth stocks for TFSA. Regarding STN, it has an amazing chart and momentum. I see that WSP is in its peer group and is in 5i's BE portfolio. Would STN be preferred over WSP? Please provide reasons for yes or no. Many thanks.
Q: I have a nice gain on MRE was thinking about trading it out for ATZ,I realize they are different sectors and market caps, do you recommend this switch for a 1-3 year hold and also what would you rank each company out of 10 …Thanks
Q: Hi Guys
NWC has had quite a decline from over $38 a month ago to a little over $30 today. What are your thoughts about the company at this point. Is it a buy with the price drop, is their market dominance in their markets somehow altered, will they return to form in the next year or so, and is it a buy at this price?
Much thanks
stuart
NWC has had quite a decline from over $38 a month ago to a little over $30 today. What are your thoughts about the company at this point. Is it a buy with the price drop, is their market dominance in their markets somehow altered, will they return to form in the next year or so, and is it a buy at this price?
Much thanks
stuart
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High Liner Foods Incorporated (HLF $15.80)
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Andlauer Healthcare Group Inc. Subordinate Voting Shares (AND $53.27)
Q: Looking to clear out some holdings that are not performing. AND is near its 52 week low and going lower highs and lower lows. HLF is a flattish chart and is about where it was 2.5 years ago. I’m down 9.5% and 11% respectively. Could use to put the money someplace else?
Thanks
Steve
Thanks
Steve
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BRP Inc. Subordinate Voting Shares (DOO $88.99)
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Thomson Reuters Corporation (TRI $235.79)
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Aritzia Inc. Subordinate Voting Shares (ATZ $87.21)
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Crocs Inc. (CROX $77.58)
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InMode Ltd. (INMD $14.86)
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Lumine Group Inc. (LMN $46.30)
Q: Morning 5i Team,
I have held TRI since early 2020 and have since almost doubled my investment. I am thinking of taking some profits on TRI and invest the proceeds on something else. Would you agree with this move? And can you suggest a stock(s) to put the proceeds in regardless of sectors.
Thanks,
H
I have held TRI since early 2020 and have since almost doubled my investment. I am thinking of taking some profits on TRI and invest the proceeds on something else. Would you agree with this move? And can you suggest a stock(s) to put the proceeds in regardless of sectors.
Thanks,
H
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Descartes Systems Group Inc. (The) (DSG $141.28)
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ATS Corporation (ATS $38.18)
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BRP Inc. Subordinate Voting Shares (DOO $88.99)
Q: I've asked some recent questions and read the reports on these three companies. Different sectors, different debt levels, different valuations, different risk factors but all good companies with pathways to higher earnings and growth. If you only had room for one, which one are you most constructive/have highest conviction on today as a long term hold? Thank you.
Q: In a recent reader's Q. about 13 companies ranked for long term growth ATS (a 5i "B" name) was ranked first and TIXT ("B+")last.
I am trying to understand if it was only the growth factor that compelled the ranking, or is there some other?
In a recent report you state TIXT " has a
12.6X forward P/E, which is significantly lower than its peers, at 24.9X on average." The report also states the stock trades at a significant discount to its many measures.
Kindly reconcile my confusion in your apparent rationale and also tell me which are the TIXT peers.
I am trying to understand if it was only the growth factor that compelled the ranking, or is there some other?
In a recent report you state TIXT " has a
12.6X forward P/E, which is significantly lower than its peers, at 24.9X on average." The report also states the stock trades at a significant discount to its many measures.
Kindly reconcile my confusion in your apparent rationale and also tell me which are the TIXT peers.
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Meta Platforms Inc. (META $764.70)
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Alphabet Inc. (GOOG $251.76)
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Netflix Inc. (NFLX $1,202.26)
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BCE Inc. (BCE $32.65)
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TELUS Corporation (T $22.02)
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Vanguard Communication Services ETF (VOX $191.14)
Q: Hi
Sold both BCE and T prior to them dropping.
I am now under weight in communications by 3.79%.
Do I buy them back or would I be better off with VOX as my US holdings are doing better than my Canadian holdings over all.
Thank you
Mike
Sold both BCE and T prior to them dropping.
I am now under weight in communications by 3.79%.
Do I buy them back or would I be better off with VOX as my US holdings are doing better than my Canadian holdings over all.
Thank you
Mike
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Apple Inc. (AAPL $236.70)
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Costco Wholesale Corporation (COST $960.10)
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Alphabet Inc. (GOOG $251.76)
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Intel Corporation (INTC $24.77)
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Microsoft Corporation (MSFT $515.36)
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International Business Machines Corporation (IBM $256.24)
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Coca-Cola Company (The) (KO $66.21)
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Procter & Gamble Company (The) (PG $156.83)
Q: Hi 5i.
Could you give five recommendations for 'hold forever' US stocks? I'm thinking the sort of companies you would never sell, and even pass the shares on through your estate, ideally.
Could you give five recommendations for 'hold forever' US stocks? I'm thinking the sort of companies you would never sell, and even pass the shares on through your estate, ideally.
Q: Can you recommend a chart provider that allows comparison between multiple stocks/ETF’s on a total return basis?
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Apple Inc. (AAPL $236.70)
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Amazon.com Inc. (AMZN $231.43)
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Alphabet Inc. (GOOG $251.76)
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Microsoft Corporation (MSFT $515.36)
Q: Is US large cap tech too expensive to buy here, or does the AI theme make it have room to run up further?
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Alphabet Inc. (GOOG $251.76)
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Mastercard Incorporated (MA $582.96)
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Royal Bank of Canada (RY $200.25)
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WSP Global Inc. (WSP $288.09)
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TFI International Inc. (TFII $130.28)
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Thomson Reuters Corporation (TRI $235.79)
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Alimentation Couche-Tard Inc. (ATD $73.21)
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iShares S&P/TSX Capped Information Technology Index ETF (XIT $81.14)
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Vanguard Balanced ETF Portfolio (VBAL $36.23)
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Brookfield Corporation Class A Limited Voting Shares (BN $95.57)
Q: For a RESP rebuild with 5 years till 4 annual withdrawals start, to achieve a higher total return with lower volatility, do you think the above stocks will reach the intended goal. Thank you so much
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Interfor Corporation (IFP $12.87)
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Louisiana-Pacific Corporation (LPX $94.97)
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Boise Cascade L.L.C. (BCC $85.12)
Q: I'm watching IFP rally the last two or so days on heavy volumes. I don't see any news. Do you have any insight into this movement? What is your opinion on this stock for the next year or so?
Thanks for this opportunity to ask questions; it is a wonderful service!
Thanks for this opportunity to ask questions; it is a wonderful service!