Q: Based on you dropping coverage of DND I think it's time to cut my losses and move on as well. Can you please recommend potential replacements? Would DCBO be one or are there others that would be better from a risk/total return perspective over a 5 year time horizon?
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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.
Q: Recently, David Friedberg was asked for his prediction for the worse performing asset in 2024. He said he would be short vertical market software (SaaS) and be long cloud providers that have AI tools and platforms that will allow enterprises to build their own custom applications in a low-cost, low code way. If things play out this way, do you feel it could pose a risk to CSU’s business model?
Q: Good afternoon 5i
I have noticed that recently you have been recommending stocks like Nvdia as having the possibility of short term growth. I have sold call options on Nvidia on a regular basis but wonder if I might be better holding off on this strategy for a time, beause of the possibility of short term growth you mentionned. I do only sell a small portion of my Nvidia for options and keep some in reserve, so I will not completely miss an upside move. But, still we hate to see the stock move well above the strike price. How do you approach a situation like this?
thanks
I have noticed that recently you have been recommending stocks like Nvdia as having the possibility of short term growth. I have sold call options on Nvidia on a regular basis but wonder if I might be better holding off on this strategy for a time, beause of the possibility of short term growth you mentionned. I do only sell a small portion of my Nvidia for options and keep some in reserve, so I will not completely miss an upside move. But, still we hate to see the stock move well above the strike price. How do you approach a situation like this?
thanks
Q: PINS was included in a question asked on Jan 1 but could you give an updated answer on PINS specifically? Thanks so much!
Q: If you had to choose between CSU and LMN, which would have more growth going forward?
Thank you for your service!
Thank you for your service!
Q: How much lumine does constellation still own
Q: Peter, if you became a fund manager again starting next week, what would be the first stock you would want to buy?
I asked this same question in 2018 so I want see if your answer has changed after 5yrs.
I asked this same question in 2018 so I want see if your answer has changed after 5yrs.
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Apple Inc. (AAPL $262.82)
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Amazon.com Inc. (AMZN $224.21)
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Microsoft Corporation (MSFT $523.61)
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NVIDIA Corporation (NVDA $186.26)
Q: You remarked about Apple that "above average market returns will be difficult to come by in the near-to-medium term." What tech-space alternatives would you suggest, if one wanted to move some money from AAPL to a company with better medium term grown prospects?
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $122.27)
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Constellation Software Inc. (CSU $3,782.39)
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Celestica Inc. (CLS $415.50)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $242.12)
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WELL Health Technologies Corp. (WELL $5.20)
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Topicus.com Inc. (TOI $148.31)
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Lumine Group Inc. (LMN $35.90)
Q: I am interested in buying the following stocks. What would be your 1st to 7th order in buying? Also what would your entry price be for each one.
Q: 5I Team,
Happy New Year!
What are your thoughts on Silversun Technologies Inc (SSNT) as a "jockey play" on Brad Jacobs? Any comments on how the RTO of SSNT is structured?
Thanks
Happy New Year!
What are your thoughts on Silversun Technologies Inc (SSNT) as a "jockey play" on Brad Jacobs? Any comments on how the RTO of SSNT is structured?
Thanks
Q: Hi, I would appreciate if you can provide your thoughts/analysis of TOI with long term outlook.
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BMO Equal Weight Industrials Index ETF (ZIN $49.22)
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iShares S&P/TSX Capped Information Technology Index ETF (XIT $85.96)
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Technology Select Sector SPDR ETF (XLK $293.58)
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Blockchain Technologies ETF (HBLK $30.70)
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Communication Services Select Sector SPDR Fund (XLC $115.55)
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Horizons Blockchain Technology & Hardware Index ETF (BKCH)
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TD Global Technology Leaders Index ETF (TEC $54.51)
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SPDR Dow Jones Industrial Average ETF (DIA $472.21)
Q: Please provide your comments on the risk for the above ETFs (low to high) and rank them for potential growth. Are there Canadian equivalents to the US ETFs? Would it be a good idea to purchase the US ETFs in a TFSA? Would these ETFs currently be considered to be a buy, hold or sell?
Thank you
Thank you
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SPDR S&P Regional Banking ETF (KRE $61.22)
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Broadridge Financial Solutions Inc. (BR $232.29)
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ARK Fintech Innovation ETF (ARKF $57.09)
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Coinbase Global Inc (COIN $354.46)
Q: All the Best for 2024 Peter and Team and thanks for another year of great service! For some smaller cap financial diversification pls give your thoughts on the above selections and take as many credits as needed; While COIN is the largest component of ARKF it has a unique picks and shovel position if/as Crypto Mania picks up again; ARKF also has a healthy position in SHOP held seperately; KRE & BR will both benefit if/as rates come down and BR appears to have a moat in its services and the chart looks good.
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Amazon.com Inc. (AMZN $224.21)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $242.12)
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Wayfair Inc. Class A (W $83.09)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.01)
Q: I’d like to know your opinion on Wayfair (W) please.
Q: Hi 5i,
With the recent jump up in stock price for Lumine, would you expect some price consolidation for a while due to the size of the recent acquisition? Or, after this large purchase, are they still able to carry on with business as usual?
With the recent jump up in stock price for Lumine, would you expect some price consolidation for a while due to the size of the recent acquisition? Or, after this large purchase, are they still able to carry on with business as usual?
Q: Does GTLB look more interesting now relative to the uncertainty as a new IPO in 2021?
Q: Can you compare Crowdstrike’s valuation to Topicus for me? I know they are in different sectors but I am thinking about deploying long term money into one or the other.
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $242.12)
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Galaxy Digital Inc. Class A common stock (GLXY $55.80)
Q: Trying to decide which of the two would have better long term upside. If one could only chose one of these for a 10 year hold, what would it be and why?
Q: I have doubled on GOOG - now 12.5% of portfolio. P/E kind of high? hold or reduce?? Thanks Jim
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Constellation Software Inc. (CSU $3,782.39)
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Topicus.com Inc. (TOI $148.31)
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Lumine Group Inc. (LMN $35.90)
Q: Hi there,
I'm looking to put my 2024 TFSA money into once concentrated bet. This would be a longterm hold (ie: decades possibly, if the story keeps getting better). Do you think LMN would be a good name that would qualify? If not, what would currently be a better bet?
Thanks!
I'm looking to put my 2024 TFSA money into once concentrated bet. This would be a longterm hold (ie: decades possibly, if the story keeps getting better). Do you think LMN would be a good name that would qualify? If not, what would currently be a better bet?
Thanks!