Q: Can you give me your latest thought on Hammond .Currently down 25%.Your current conviction much appreciated. 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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CGI Inc. Class A Subordinate Voting Shares (GIB.A $121.08)
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Constellation Software Inc. (CSU $3,245.53)
Q: Why the sudden sharp drop in GIB.A ? Tariff issues? Long term holder here with large position. Is it time to sell half and use proceeds to buy another large Canadian tech company such as CSU.
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NextEra Energy Inc. (NEE $85.75)
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Walmart Inc. (WMT $102.95)
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Alimentation Couche-Tard Inc. (ATD $70.05)
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Hydro One Limited (H $54.15)
Q: Can i please get your favorite Consumer Staple and Utility stock to buy right now. 1 for each CAD and US. I already own COST.
Thank you
Thank you
Q: Could you please tell us what happened to Defi today (Monday) at the open?
Q: It is time to make my 2025 RRSP contribution. I follow the 5i Balanced Equity Portfolio (mostly) for this account. I would like to add to 4-5 positions, which should I add to at this time?
Note that I am currently overweight BNS, BAM/BN, OTEX, PBH, SIS and do not wish to initiate a position in SU.
Thank you.
Note that I am currently overweight BNS, BAM/BN, OTEX, PBH, SIS and do not wish to initiate a position in SU.
Thank you.
Q: On the Balanced Portfolio, which stocks would you initiate positions in, given current risks and prices?
Q: Propel stock had, lately been doing well, hitting a high of $42, late January, after an analyst upgrade. Today, a month later, it has done full circle, back to $34.50, where, it was trading since October, 2024.
Is this just profit taking or a shadow of the big brother GSY ( just reported ), in your view, or something has changed ( Trump jitters ) ?
Do you still continue to expect excellent growth ( UK acquisition etc ) and would be comfortable adding after this pullback ?
Thank You
Is this just profit taking or a shadow of the big brother GSY ( just reported ), in your view, or something has changed ( Trump jitters ) ?
Do you still continue to expect excellent growth ( UK acquisition etc ) and would be comfortable adding after this pullback ?
Thank You
Q: I own TOU and TPZ and like them both for long term holds. TOU was recently added to the 5i income portfolio. Why go with TOU as apposed to TPZ, which is more of an income structured investment. Do you feel that TOU will offer a better total long term return both with respect to their dividend and capital appreciation?
Thanks.
Thanks.
Q: Long term owner of KXS. Happy to be a patient long term investor as long as the investment thesis is not deteriorating. Are you seeing any signs in their numbers that KXS business is deteriorating or getting disrupted? Revenue growth, margins, new customers, any other metrics that you feel are relevant to the question.
Thanks.
Thanks.
Q: DEFI was trading around 10c little over a year ago. Is the 50x increase justified?
Interesting company, I am just wondering.
Peter
Interesting company, I am just wondering.
Peter
Q: Please comments CAE's earning. Would you initiate a position today for a long term holding? Thanks.
Q: Comments please on recent results and valuation, in particular current PS. A number of financial sites are showing a PS near 2.2x but (Market Cap / Revenue) looks more like 0.6x in which case the market is undervaluing the growth in revenue.
Q: Hi there
Thoughts on TSU earnings report yesterday and are you feeling more positive than a few weeks ago when you called it a pass?
Ok thanks!
Thoughts on TSU earnings report yesterday and are you feeling more positive than a few weeks ago when you called it a pass?
Ok thanks!
Q: Hello 5I, I am in my late 30s and have been a contractor my entire working life. Seeing as I have no pension, my business account is essentially my retirement fund. If you could pick 10 stocks (doesn’t matter if they are Canadian, American, or international), as potential retirement stocks (some combination of capital appreciation and yield), to potentially live off of 15 years down the road, what would they be? I do have a TFSA and RRSPs invested more aggressively.
Thanks
Thanks
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Hemisphere Energy Corporation (HME $2.15)
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Suncor Energy Inc. (SU $62.45)
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Imperial Oil Limited (IMO $138.72)
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Tourmaline Oil Corp. (TOU $60.06)
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International Petroleum Corporation (IPCO $26.68)
Q: Hi 5I Team,
What are your thoughts at this time on International Petroleum? With its sustained share buyback program the outstanding float is being constantly reduced. Would this factor make it a compelling investment?
Thanks
What are your thoughts at this time on International Petroleum? With its sustained share buyback program the outstanding float is being constantly reduced. Would this factor make it a compelling investment?
Thanks
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Cintas Corporation (CTAS $183.76)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $28.39)
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ABM Industries Incorporated (ABM $40.31)
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Boyd Group Services Inc. (BYD $216.98)
Q: Your thoughts on GDI please. Continue to hold?
Q: Hello,
Is there a material total returns benefit over one year of switching from Sunlife to Intact Financial, if there are no tax considerations?
Regards
Rajiv
Is there a material total returns benefit over one year of switching from Sunlife to Intact Financial, if there are no tax considerations?
Regards
Rajiv
Q: Hi Guys
Wondering what your thoughts were on Russel Metals recent earning report. Also for a long term hold would you prefer Richelieu Hardware or Russel Metals?
Much thanks
Stuart
Wondering what your thoughts were on Russel Metals recent earning report. Also for a long term hold would you prefer Richelieu Hardware or Russel Metals?
Much thanks
Stuart
Q: Hi 5i Team - When searching the symbol DEFI I get two results for Defi Technologies, one in Canada and one in the U.S. Does the one in Canada trade on the OTC and therefore would it be preferable to buy it on the U.S. exchange. There seems to be very little info on this company. Could you provide a summary of its operations and fundamentals including your opinion of its potential.
Q: Can you explain your reasons for keeping BCE in the income portfolio?
Thanks
Thanks