Q: Astera Labs (ALAB) sounds like an interesting software company with a focus on making computer systems more interoperable. What are 5i thoughts? and how would you compare to LMN. Thanks a ton for your valued thoughts.
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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)
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Constellation Software Inc. (CSU)
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Celestica Inc. (CLS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Docebo Inc. (DCBO)
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Propel Holdings Inc. (PRL)
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Lumine Group Inc. (LMN)
Q: Hi 5i: I have a small position in LMN. I will add PRL with a pullback??? I would like to add a 3rd Canadian from the tech space.
I would appreciate your recommendation for this addition. Thank you for you your suggestion.
Tom
I would appreciate your recommendation for this addition. Thank you for you your suggestion.
Tom
Q: comment on Celestica's results vs estimates, please.
Thx
Thx
Q: TFII reports tomorrow. What do you expect the numbers to be? The stock has been sluggish since US carriers announced poor results. Do you see this continuing to affect TFII?
Q: Hi 5i
I've held EQB for quite a while now and I'm nicely ahead, in a registered account.
I wonder though if it's reaching its peak based on its fundamentals, or if it might still gain meaningfully if and when interest rates start to decline?
The dividend is relatively minor and if notable capital appreciation isn't reasonably in the cards, I don't know that it makes sense for me to hold on any longer.
Can you give me your opinion as to what the next year or two might hold for EQB, as and if rates decline.
Thanks 5i, much appreciated.
Peter
I've held EQB for quite a while now and I'm nicely ahead, in a registered account.
I wonder though if it's reaching its peak based on its fundamentals, or if it might still gain meaningfully if and when interest rates start to decline?
The dividend is relatively minor and if notable capital appreciation isn't reasonably in the cards, I don't know that it makes sense for me to hold on any longer.
Can you give me your opinion as to what the next year or two might hold for EQB, as and if rates decline.
Thanks 5i, much appreciated.
Peter
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TerraVest Industries Inc. (TVK)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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ADF Group Inc. Subordinate Voting Shares (DRX)
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Propel Holdings Inc. (PRL)
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Lumine Group Inc. (LMN)
Q: What is your latest idea that you think is as good as when you initially identified LMN? Thank you!
Q: I need to raise some funds and am looking at selling a position in DIR.UN. I have read the past questions and overall you are fairly positive about it, if one is patient. I probably will not be in this for the long term....though not your usual way to look at stocks, would you be able to do some technical analysis to get some idea whether this will bounce back from its recent downturn, at least a bit, in the next month or two?
Thanks much for your excellent service.
Thanks much for your excellent service.
Q: With the drop in HPS price I was thinking of selling my ATS and buying HPS. What is your advice? Thanks Steve
Q: Hi Team,
What do you make of the AUM release yesterday? Seems like quite a drop - however - can you explain what exactly the "opportunistic" section entails? Is this meaning people withdrawling from their holdings?
What do you make of the AUM release yesterday? Seems like quite a drop - however - can you explain what exactly the "opportunistic" section entails? Is this meaning people withdrawling from their holdings?
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Adobe Inc. (ADBE)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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Tractor Supply Company (TSCO)
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UnitedHealth Group Incorporated (DE) (UNH)
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Visa Inc. (V)
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Toronto-Dominion Bank (The) (TD)
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Bank of Nova Scotia (The) (BNS)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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Constellation Software Inc. (CSU)
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Dollarama Inc. (DOL)
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Intact Financial Corporation (IFC)
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TMX Group Limited (X)
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Thomson Reuters Corporation (TRI)
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Alimentation Couche-Tard Inc. (ATD)
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Hydro One Limited (H)
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Old Dominion Freight Line Inc. (ODFL)
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Berkshire Hathaway Inc. (BRK.B)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: What would be your top 10 “sleep at night” stocks for US and Canada?
Thanks
Thanks
Q: I am trying to determine the economic dynamics of bitcoin, specifically mining. Today’s G&M article on bitcoin states that with the halving and its the resultant effect , and the cap of 21 million coins , the rewards for mining will become smaller eventually approaching zero. Am I correct in this ? If miners get no reward then someday they will cease to mine. What would replace this I wonder. Economics 101 would show that a cap on anything skews the economic model and creates opportunities. I know GLXY does much more than mining . Still trying to figure this whole thing out. Thanks. Derek
Q: Could u make a comparison between hut 8 and glxy. Which is the superior investment?
Q: Hello,
Would you recommend CGI for a long term hold? Can you please provide your thoughts on current valuation and debt level. Thank you.
Would you recommend CGI for a long term hold? Can you please provide your thoughts on current valuation and debt level. Thank you.
Q: Hi, What is your current opinion on EQB ? Stock had a strong run, but if I remember correctly, their most recent results were not and encouraging and stock took a hit. Do you think, the issues with the last quarter were only temporary and EQB is buyable today for a new position at current levels ? EQB was recommended by at least a couple of brokerages, recently ( Including CIBC), as the Best Growth story among Canadian banks. Do you agree ?
Thank You
Thank You
Q: How serious is the transport downturn? What do you see happening to TFII?
Q: Good morning
Have you seen any news on go easy today?
Thks
Have you seen any news on go easy today?
Thks
Q: What's happening with tfii this morning? Why the big drop? When I checked news, it shows rating upgrades, not downgrades.
Q: With all the new tech and sensors built into new cars, a lot of these cars do not make into the shop doors after an accident as they are now just written off as to expensive to fix. The part suppliers cost has gotten out of hand and the insurance companies are just had of enough of this cost increase to fix. EVs are even more difficult to repair in the shop and need special training and equipment. Car insurance has been the highest inflation % increase. It makes me wonder what is going to happen to say BYD and other repair shops. One thing for certain, it is going to cost the auto driver a lot more for insurance in the future.
Thanks Again
Thanks Again
Q: Can you comment on what percentage of Propels sales are US domiciled and what that is likely to look like in the future?
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NVIDIA Corporation (NVDA)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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Constellation Software Inc. (CSU)
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Celestica Inc. (CLS)
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Descartes Systems Group Inc. (The) (DSG)
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Open Text Corporation (OTEX)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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iShares S&P/TSX Capped Information Technology Index ETF (XIT)
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Blockchain Technologies ETF (HBLK)
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Super Micro Computer Inc. (SMCI)
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Global X Big Data & Hardware Index ETF (HBGD.U)
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Coinbase Global Inc (COIN)
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CleanSpark Inc. (CLSK)
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Arm Holdings plc (ARM)
Q: Good morning
these three ETFs have stellar one year performance to January 6th according to your March issue of Money Saver magazine. Do you see them topped out for the present or would you still see a buying opportunity here
GUY
these three ETFs have stellar one year performance to January 6th according to your March issue of Money Saver magazine. Do you see them topped out for the present or would you still see a buying opportunity here
GUY