Q: Currently down just over 30% on Magna in my TFSA.Mortgage due for renewal in July 2026.Was planning to pay mortgage off with magna and would need close to my book value of 94.50. Would you consider Magna a hold or advise on a better alternative? Much appreciate your input.Thanks Larry
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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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NVIDIA Corporation (NVDA $187.98)
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TFI International Inc. (TFII $159.47)
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ATS Corporation (ATS $42.94)
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TerraVest Industries Inc. (TVK $149.93)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $204.11)
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Docebo Inc. (DCBO $22.18)
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Boyd Group Services Inc. (BYD $233.28)
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Vertiv Holdings LLC Class A (VRT $243.21)
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Topicus.com Inc. (TOI $88.80)
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Propel Holdings Inc. (PRL $23.01)
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Lumine Group Inc. (LMN $18.30)
Q: What would you consider good entry points for the noted stocks? Is there any you would not purchase at current levels?
Thanks
Tim
Thanks
Tim
Q: Long time holder of these and under water.
Is it time to move on or would you add
Is it time to move on or would you add
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NVIDIA Corporation (NVDA $187.98)
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Roblox Corporation Class A (RBLX $63.06)
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Nextpower Inc. (NXT $124.49)
Q: Hi Team,
I am sitting on a small position of roblox in a US cash account with a 56% loss. Would you recommend holding this name with expectation of an eventual comeback ? Or is it time to cash out and accept the capital loss? If so what name would be your favourite to buy today with the funds either US or Cnd regardless of sector for a 10yr hold?
Thanks ,
Shane
I am sitting on a small position of roblox in a US cash account with a 56% loss. Would you recommend holding this name with expectation of an eventual comeback ? Or is it time to cash out and accept the capital loss? If so what name would be your favourite to buy today with the funds either US or Cnd regardless of sector for a 10yr hold?
Thanks ,
Shane
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WSP Global Inc. (WSP $225.52)
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TFI International Inc. (TFII $159.47)
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Boyd Group Services Inc. (BYD $233.28)
Q: The above companies were listed in the top 15 weekly losers in Saturdays Globe and mail .Losses ranged from 3.60% to 8.83%
Has your opinion change on these companies?
In regards to Byd buyers may want to consult the Farmers Almanac before considering a purchase.
Has your opinion change on these companies?
In regards to Byd buyers may want to consult the Farmers Almanac before considering a purchase.
Q: I‘m a happy shareholder of BBD since 2022. I took profit from time to time including early May’24.
I don’t understand the rise from $63 to $91 since earnings release (up 16% on Wednesday).
BBD got many upgrades from analysts around $100, but this stock is not cheap anymore.
Close to a MEME stock? Or any good news this week? Thanks for your services and patience.
I don’t understand the rise from $63 to $91 since earnings release (up 16% on Wednesday).
BBD got many upgrades from analysts around $100, but this stock is not cheap anymore.
Close to a MEME stock? Or any good news this week? Thanks for your services and patience.
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $204.11)
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Crocs Inc. (CROX $98.19)
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Converge Technology Solutions Corp. (CTS $5.99)
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Aspen Aerogels Inc. (ASPN $3.49)
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ADF Group Inc. Subordinate Voting Shares (DRX $9.77)
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Vertiv Holdings LLC Class A (VRT $243.21)
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TransMedics Group Inc. (TMDX $135.50)
Q: Can you provide a few aggressive names you like Can or US for a TFSA? Thanks
Q: What is your opinion of RBA with respect to its long term growth, valuation and as a hedge against a future economic recession. Thanks so much for your help.
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Roper Technologies Inc. (ROP $327.60)
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WSP Global Inc. (WSP $225.52)
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TFI International Inc. (TFII $159.47)
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ATS Corporation (ATS $42.94)
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Axon Enterprise Inc. (AXON $430.12)
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Trane Technologies plc (TT $459.44)
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RTX Corporation (RTX $204.81)
Q: Hi, can I get your recommendations on some Industrial stocks for a conservative portfolio as well as a few picks you might lean to with your inclinations for more growth. Thank you as always! Looking forward to your suggestions.
Q: Both PBH and PLC don't seem to want to recover from their poor recent performance despite each having had decent quarters. Investors just don't seem interested in them and I am also becoming less so and thinking of selling at a loss. Is there a case for continuing to hold?
Thanks for your advice.
Thanks for your advice.
Q: Hypothetically, a person has $100,000 to invest in a non-registered account. If this was you: a) currently, what would be your top stock/etf CDN picks? (technology excluded; Balanced/growth focus, not income); 5 year time frame b) how would you allocate the 100K? Thank you. 5iResearch has been fantastic!
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Booking Holdings Inc. (BKNG $4,269.99)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $166.57)
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Take-Two Interactive Software Inc. (TTWO $199.13)
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Aspen Aerogels Inc. (ASPN $3.49)
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Docebo Inc. (DCBO $22.18)
Q: With quarterly earnings winding down I'm curious to hear about about a couple of your biggest surprises. Are there a few outliers on the positive and negative side? Can be US or Canadian.
Q: Kindly contrast these two for growth, for a 12 month horizon, and on timing/price basis for a Buy.
I appreciate your diligence 5i. Thank you.
I appreciate your diligence 5i. Thank you.
Q: in the globe and mail this weekend ian mcgugan wrote about how dividend investing has lost its mojo. just wanted your take on this story.
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WSP Global Inc. (WSP $225.52)
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TFI International Inc. (TFII $159.47)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $204.11)
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Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $66.24)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $58.82)
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Brookfield Corporation Class A Limited Voting Shares (BN $64.96)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $71.68)
Q: Given the current direction of the Canadian economy, my goal is to focus the majority of my investments in the US. According to Portfolio Analytics, currently 53% of my portfolio is US, 46% Canadian (the remainder being international). I believe my US holdings are significantly under-rated given the Canadian stocks I hold. I would appreciate ballpark figures regarding the US/international component of the following TSX listed stocks: WSP, TFII, BIPC, BEPC, BAM, BN, and HPS.A. This will enable me to get a better handle on what my actual US/international holdings are. Thank you.
Q: Which lumber stock on the tsx would you recommend.
Q: In your view, what are the 3 most "dislocated stocks in the market today, whereby you believe the market has it wrong and these stocks actually represent good value. please provide a bullish argument for each. thanks.
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Dollarama Inc. (DOL $195.75)
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BRP Inc. Subordinate Voting Shares (DOO $109.49)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $166.57)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $36.09)
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Capstone Copper Corp. (CS $14.10)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $204.11)
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Propel Holdings Inc. (PRL $23.01)
Q: Hi 5i, Reviewing some of your Growth portfolio holdings (as well as SHOP) for adding to our TFSA's for 2024..
Of the above, could you please rank them for 3-5 yr purchase, with your reasoning for same.
Thanks for your input.
T.
Of the above, could you please rank them for 3-5 yr purchase, with your reasoning for same.
Thanks for your input.
T.
Q: Hi, Thoughts on quarter - seems to be some profit taking. Results seem OK.
Cheers, Chris
Cheers, Chris
Q: I would like to buy ATD (as 5i's stated: it is a great name at a discount price), and have long appreciated its growth trajectory and management seems very astute. However, in order to buy, I would need to sell something and since I am overweight Industrials, the name I come up with in my holdings is WSP. Which of the two names would you favour for a 5 year hold? My hesitation is what I understand to be a growing industrialization in Can and the US favouring WSP. Thoughts on this switch?