Q: Hi there - of all the names in your growth portfolio, which would be the top 5 in order that you’re most bullish on currently? 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.
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goeasy Ltd. (GSY $32.03)
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EQB Inc. (EQB $121.26)
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Galaxy Digital Inc. Class A common stock (GLXY $28.26)
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Coinbase Global Inc (COIN $202.99)
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Robinhood Markets Inc. (HOOD $76.55)
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Propel Holdings Inc. (PRL $21.90)
Q: What do you believe has the higher probability of greater return- 10 yr Hold. Is there a name that you call out as an alternative to these?
Thx as always for the excellent service.
Thx as always for the excellent service.
Q: Held forever! Starting to believe this is another Knight ?
Potential but goes nowhere!
Feel like a lost opportunity holding this company.
Comments.
Potential but goes nowhere!
Feel like a lost opportunity holding this company.
Comments.
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Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $70.71)
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iShares Core MSCI Canadian Quality Dividend Index ETF (XDIV $41.82)
Q: Your thoughts please on replacing the income portfolio with xdiv or vdy. Long term performance of 5 years is much better on the ETFs.
Thx
Thx
Q: I just read your KSI report - thanks! I'm curious how you come to a B, when there are two B's and all other marks are above B.
Q: Would you favour DSG over KXS today? Would holding both in a portfolio be complementary or would there be too much overlap?
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Galaxy Digital Inc. Class A common stock (GLXY $28.26)
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Coinbase Global Inc (COIN $202.99)
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Circle Internet Group Inc. Class A (CRCL $119.53)
Q: Dear 5i
CRCL seems interesting and seems to be a somewhat more stable investment then investing in bitcoin directly . Do you see this stock as a viable option in the crypto area or is it a little to soon to tell . My one other concern is that the price of this stock goes down when interest rates go down and currently i think the rates are more likely to go down than go up . What are your thoughts on this one and would galaxy or coin be better choices in the crypto space ?
Thanks
Bill C
CRCL seems interesting and seems to be a somewhat more stable investment then investing in bitcoin directly . Do you see this stock as a viable option in the crypto area or is it a little to soon to tell . My one other concern is that the price of this stock goes down when interest rates go down and currently i think the rates are more likely to go down than go up . What are your thoughts on this one and would galaxy or coin be better choices in the crypto space ?
Thanks
Bill C
Q: Nutrien seems to be moving higher... finally. Seeing it touch new 52 week high is a good technical indicator. Would you concur that fundamentals and outlook are also supporting a higher valuation?
Same question for ATS. Would you be a buyer here?
Same question for ATS. Would you be a buyer here?
Q: hi folks
both enghouse and descarte have taken a bit of a hit on results
both still solid companies; which would you prefer for the next 3+ years
or neither?
no current position in either currently
thx as always
both enghouse and descarte have taken a bit of a hit on results
both still solid companies; which would you prefer for the next 3+ years
or neither?
no current position in either currently
thx as always
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $90.48)
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Constellation Software Inc. (CSU $2,470.95)
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Descartes Systems Group Inc. (The) (DSG $100.33)
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Enghouse Systems Limited (ENGH $17.68)
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Kinaxis Inc. (KXS $144.70)
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Thomson Reuters Corporation (TRI $130.50)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $173.37)
Q: Hi Peter, the results for ENGH look a bit soft. Can you provide your opinion on the results and if you think it would be a value buy now with the dividend. Thanks
Q: The offering was supposed to close on June 3 but I haven't seen any news on the closing?
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Galaxy Digital Inc. Class A common stock (GLXY $28.26)
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Applied Digital Corp. (APLD $35.63)
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CoreWeave Inc. (CRWV $125.43)
Q: Does the deal CRWV signed yesterday with Applied Digital have any negative implications for GLXY ? Is CRWV the only client using Helios Data Centre? Curious why CRWV signs these long terms leases and if they will continue to "rent" between having NVDA backing and there stock going to the moon, why not build their own data centres?
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Toronto-Dominion Bank (The) (TD $144.54)
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Bank of Nova Scotia (The) (BNS $104.29)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $90.48)
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Constellation Software Inc. (CSU $2,470.95)
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Dollarama Inc. (DOL $170.49)
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Intact Financial Corporation (IFC $258.08)
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WSP Global Inc. (WSP $229.04)
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Stantec Inc. (STN $123.99)
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Descartes Systems Group Inc. (The) (DSG $100.33)
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FirstService Corporation (FSV $174.24)
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Toromont Industries Ltd. (TIH $217.80)
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Thomson Reuters Corporation (TRI $130.50)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $173.37)
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goeasy Ltd. (GSY $32.03)
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EQB Inc. (EQB $121.26)
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Propel Holdings Inc. (PRL $21.90)
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Brookfield Corporation Class A Limited Voting Shares (BN $61.24)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $64.83)
Q: Which names in the Growth and Balanced portfolios respectively do feel best about currently for a 3-5 year hold? Any related sector comments?
With thanks.
With thanks.
Q: Hi,
Following up on the Q&A re: Magellan Aerospace Corporation, can you please provide a sense of the pros and cons of this company as a long-term investment? Does it have any moat features? What are the risks and potential rewards going forward? What about position size - is a full position justified?
Thank you so much, Michael
Following up on the Q&A re: Magellan Aerospace Corporation, can you please provide a sense of the pros and cons of this company as a long-term investment? Does it have any moat features? What are the risks and potential rewards going forward? What about position size - is a full position justified?
Thank you so much, Michael
Q: Hello Team,
I'm interested in these two companies after going through most of the questions here, there seems to be a change in your preference. Why is D2L a more prefer investment NOW compare to DCBO. What has cause you to change your opinion on them. Thank You
I'm interested in these two companies after going through most of the questions here, there seems to be a change in your preference. Why is D2L a more prefer investment NOW compare to DCBO. What has cause you to change your opinion on them. Thank You
Q: Greetings 5i, which of these would you add to today? Please provide reasons and if neither please indicate. This is a TFSA. Thanks.
Q: Hi,
Last week it reported Q1-2025 earnings. It missed its EPS and revenue also come lower but from the share price movement this news is considered as positive as share price reached 12 month high. Can you please give your analysis on this kind of scenario? Is this considered as selling opportunity to take advantage of rally or there is some positive news under the numbers which normal investor did not see?
Piyush
Last week it reported Q1-2025 earnings. It missed its EPS and revenue also come lower but from the share price movement this news is considered as positive as share price reached 12 month high. Can you please give your analysis on this kind of scenario? Is this considered as selling opportunity to take advantage of rally or there is some positive news under the numbers which normal investor did not see?
Piyush
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Salesforce Inc. (CRM $185.48)
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Oracle Corporation (ORCL $180.29)
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Descartes Systems Group Inc. (The) (DSG $100.33)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $173.37)
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TECSYS Inc. (TCS $37.20)
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ServiceNow Inc. (NOW $91.97)
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Qualys Inc. (QLYS $92.49)
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Synopsys Inc. (SNPS $497.50)
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Galaxy Digital Inc. Class A common stock (GLXY $28.26)
Q: Hi,
In your answer to Neil yesterday, you said that there are numerous high growth software companies that remain down 20%.+ Could you name several you like, both US and Canadian? Thank you Mike.
In your answer to Neil yesterday, you said that there are numerous high growth software companies that remain down 20%.+ Could you name several you like, both US and Canadian? Thank you Mike.
Q: I am up 140% on GLXY. Thank you.
I believe the strong recent performance is due to its NAXDAQ listing.
If this is the main reason it is up in a few days/week this news will be old and it will most likely pull back.
It's RSI is overbought and CCI is bearish.
What is your take on this? Has it hit a short term peak and will pull back shortly?
Sheldon
I believe the strong recent performance is due to its NAXDAQ listing.
If this is the main reason it is up in a few days/week this news will be old and it will most likely pull back.
It's RSI is overbought and CCI is bearish.
What is your take on this? Has it hit a short term peak and will pull back shortly?
Sheldon
Q: For the long term what are your top 4 Canadian picks excluding Tech & commodities?