Q: Was some of the spike in NVDA recently due to short covering? If so, can you specify the total short positions (and %) before the recent run up and what the short positions (and %) is now?
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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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Apple Inc. (AAPL $236.70)
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Costco Wholesale Corporation (COST $960.10)
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Alphabet Inc. (GOOG $251.76)
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Alphabet Inc. (GOOGL $251.61)
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NVIDIA Corporation (NVDA $177.75)
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Coca-Cola Company (The) (KO $66.21)
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Walmart Inc. (WMT $103.69)
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Royal Bank of Canada (RY $200.25)
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Toronto-Dominion Bank (The) (TD $106.96)
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Constellation Software Inc. (CSU $4,301.83)
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WSP Global Inc. (WSP $288.09)
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Descartes Systems Group Inc. (The) (DSG $141.28)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $203.67)
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Vanguard S&P 500 Index ETF (VFV $161.93)
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INVESCO QQQ Trust (QQQ $591.68)
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Topicus.com Inc. (TOI $165.01)
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Lumine Group Inc. (LMN $46.30)
Q: Good morning 5i:
Next year I will be retiring, and currently I have the outlined stocks in my RRSP, I'm happy with all of them, I think I would like to sell some of them (or trim down, slowly -no rush) and buy stocks/etf that will provide resilience , some yield, and perhaps some growth , can you please provide me with some ideas, 3 or more , I was thinking BN, add more to VFV.
Please use as many credits as required.
THANK YOU for all your help.
Next year I will be retiring, and currently I have the outlined stocks in my RRSP, I'm happy with all of them, I think I would like to sell some of them (or trim down, slowly -no rush) and buy stocks/etf that will provide resilience , some yield, and perhaps some growth , can you please provide me with some ideas, 3 or more , I was thinking BN, add more to VFV.
Please use as many credits as required.
THANK YOU for all your help.
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Apple Inc. (AAPL $236.70)
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Amazon.com Inc. (AMZN $231.43)
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Costco Wholesale Corporation (COST $960.10)
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Meta Platforms Inc. (META $764.70)
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Alphabet Inc. (GOOG $251.76)
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Microsoft Corporation (MSFT $515.36)
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CVS Health Corporation (CVS $73.46)
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The Walt Disney Company (DIS $115.62)
Q: I have held disney now for 2 and half years and i have been in the red since can you please advice me if i sell it what would be a good replacement for it in my rrsp. And the same goes for cvs it has put me in the red as well is there a better replacement for this that pay a good yield as well. Thank you for all the support
Q: Is this a good time to buy IOT/Samsara?
Thanks!
Thanks!
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Kinaxis Inc. (KXS $187.00)
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Open Text Corporation (OTEX $51.88)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $203.67)
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Atrium Mortgage Investment Corporation (AI $11.74)
Q: Further to my question of the other day, are there any AI stocks based in Canada?
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Constellation Software Inc. (CSU $4,301.83)
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Descartes Systems Group Inc. (The) (DSG $141.28)
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Enghouse Systems Limited (ENGH $21.00)
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Topicus.com Inc. (TOI $165.01)
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Lumine Group Inc. (LMN $46.30)
Q: hi, can you summarize ENGH earnings compared to expectations, and what are your current thoughts on the stock as a long term hold (im a long term holder of it).
cheers, chris
cheers, chris
Q: Is there any particular reason for QCOM’s sudden momentum over the past few weeks. I didn’t think its business was specifically in the AI chips. Just wondering if it’s just rallying with the the general rise in the AI-related space. Thanks
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Kinaxis Inc. (KXS $187.00)
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Open Text Corporation (OTEX $51.88)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $203.67)
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iShares Canadian Growth Index ETF (XCG $63.24)
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iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $60.23)
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iShares S&P/TSX Capped Information Technology Index ETF (XIT $81.14)
Q: What Canadian companies whose share price could benefit from the AI phenomenon do you know of ?
Please provide some colour to each , such as % of sales, specific AI capabilities etc.
Are there any CDN ETF’s , other than ARKK:CA that you would recommend ? This would be for my TFSA where I put my riskier investments.
Thanks. Derek
Please provide some colour to each , such as % of sales, specific AI capabilities etc.
Are there any CDN ETF’s , other than ARKK:CA that you would recommend ? This would be for my TFSA where I put my riskier investments.
Thanks. Derek
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Toronto-Dominion Bank (The) (TD $106.96)
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Stantec Inc. (STN $152.76)
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BRP Inc. Subordinate Voting Shares (DOO $88.99)
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Alimentation Couche-Tard Inc. (ATD $73.21)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $27.20)
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EQB Inc. (EQB $91.16)
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Financial Select Sector SPDR (XLF $53.68)
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Aritzia Inc. Subordinate Voting Shares (ATZ $87.21)
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Consumer Discretionary Select Sector SPDR (XLY $240.70)
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Industrial Select Sector SPDR (XLI $152.28)
Q: I'm heavily weighted, the Qs / semis, can you name some alternatives to balance my portfolio please?
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Amazon.com Inc. (AMZN $231.43)
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NVIDIA Corporation (NVDA $177.75)
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Advanced Micro Devices Inc. (AMD $161.16)
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Pure Storage Inc. Class A (PSTG $86.76)
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Super Micro Computer Inc. (SMCI $45.38)
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Armor Minerals Inc. (A $0.45)
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Perion Network Ltd (PERI $9.22)
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C3.ai Inc. Class A (AI $17.53)
Q: Have some cash in US $ registered account dedicated to Tech. In TOTAL Portfolio (CDN & US), we currently own NVDA (8.4%) CSU (7.3%) SHOP (4.7%) GOOG (4.5%), QCOM (4%) MSFT (3.7%), CRWD (2.5%) META (2%) TOI (1.6%)
Have some US $ available, considering : PERI, PSTG, ADOBE, AMZN, SMCI, AI, AMD. Of these, which 2 or 3 would you add to the Tech portfolio (if any) and what would you see as a reasonable purchase price.
Also, given the current/foreseeable environment, at what point would you consider trimming NVDA & CSU ? Please use as many question credits as needed. Many thanks.
Have some US $ available, considering : PERI, PSTG, ADOBE, AMZN, SMCI, AI, AMD. Of these, which 2 or 3 would you add to the Tech portfolio (if any) and what would you see as a reasonable purchase price.
Also, given the current/foreseeable environment, at what point would you consider trimming NVDA & CSU ? Please use as many question credits as needed. Many thanks.
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Apple Inc. (AAPL $236.70)
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Amazon.com Inc. (AMZN $231.43)
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Costco Wholesale Corporation (COST $960.10)
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Microsoft Corporation (MSFT $515.36)
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The Walt Disney Company (DIS $115.62)
Q: I own Disney which has shown not to be a good investment. My plan is to sell it at a loss. Would you please recommend a few companies in USA which would give me upside.
Q: Hi Folks,
With a 3.5 B market cap do you see Topicus moving from the venture to the TSX soon?
Are you aware of any filings?
Thanks for all you do!
Cheers
With a 3.5 B market cap do you see Topicus moving from the venture to the TSX soon?
Are you aware of any filings?
Thanks for all you do!
Cheers
Q: I realize this stock has been disappointing but I continue to believe there is good long term growth in this industry. Would you suggest patience with this name or can you recommend a more compelling stock in the same industry?
Thanks
Thanks
Q: I have a small position in QCLN in my RRSP. It has dropped 35% since I bought it. I have some extra cash in that account and was wondering what you think of me adding to it. Do you like the fund overall? Is now a good time to add? The bulk of my RRSP is in an income fund, so I was hoping to add a bit of growth and was looking for something a bit different. Thanks.
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iShares S&P/TSX Capped Information Technology Index ETF (XIT $81.14)
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CI Tech Giants Covered Call ETF (TXF $22.30)
Q: Hi,
Given the unknowns and volatility of the market would you rather hold TXF or XIT in the next 5 years for a 2.5% position? I'm will represented with US tech but only have CSU in my CDN fund.
Given the unknowns and volatility of the market would you rather hold TXF or XIT in the next 5 years for a 2.5% position? I'm will represented with US tech but only have CSU in my CDN fund.
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Constellation Software Inc. (CSU $4,301.83)
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Topicus.com Inc. (TOI $165.01)
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Lumine Group Inc. (LMN $46.30)
Q: Follow up question to the question asked today about equal weighting in the 3 noted companies.
What %age of the shares outstanding for TOI and LMN does CSU own?
Are these two companies now out on their own wrt CSU or is CSU looking out for or helping them along in any way?
If so would they not sell any shares to raise capital and hence look elsewhere if needed?
Thanks
Jeff
What %age of the shares outstanding for TOI and LMN does CSU own?
Are these two companies now out on their own wrt CSU or is CSU looking out for or helping them along in any way?
If so would they not sell any shares to raise capital and hence look elsewhere if needed?
Thanks
Jeff
Q: Your comments on the latest quarterly results please. Is it still worthy to hold ?
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Amazon.com Inc. (AMZN $231.43)
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Meta Platforms Inc. (META $764.70)
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Alphabet Inc. (GOOG $251.76)
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NVIDIA Corporation (NVDA $177.75)
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Super Micro Computer Inc. (SMCI $45.38)
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C3.ai Inc. Class A (AI $17.53)
Q: I would like to invest in some AI stocks. Could you give me a list of a few AI stocks that you would recommend at this time.
Thanks for your usual help. Shirley
Thanks for your usual help. Shirley
Q: TEAM Down for a long time.
Sell and replace with?
Sell and replace with?
Q: Hello 5i
SYM symbiotic This company is rocketing upward.
Could I have your take on it? Is it investable or too many concerns?
Thanks
Dave
SYM symbiotic This company is rocketing upward.
Could I have your take on it? Is it investable or too many concerns?
Thanks
Dave