Q: Can I please get your thoughts on the new Meta Platforms app Threads? Do you think the success of Threads will push Meta shares to new all time highs over the next ~6 months? Would you buy Meta today?
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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: hi,
can I get your latest thoughts on DND as a company, and it's prospects as an investment now. and your thoughts on their recent lawsuit against a smaller firm doing similar stuff DND does, except not gouging customers on price ( similar to the predatory practices of several drug companies ). their business model seems out of touch with today's values.
can I get your latest thoughts on DND as a company, and it's prospects as an investment now. and your thoughts on their recent lawsuit against a smaller firm doing similar stuff DND does, except not gouging customers on price ( similar to the predatory practices of several drug companies ). their business model seems out of touch with today's values.
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Constellation Software Inc. (CSU $2,650.53)
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Topicus.com Inc. (TOI $110.20)
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Lumine Group Inc. (LMN $23.42)
Q: Hi, thanks to Peter, I am a long-term holder of CSU. As a result, I now have smaller positions in Lumine and Topicus as well, and while I have added to each of those special dividend holdings, I have three fairly similar holdings. I'm looking to pare down my holdings and wondering if you can divine which of the two spin-offs I should keep and add to with the sale of the other? I was leaning to dump TOI because of it's European exposure and it bears similarities to being a younger Constellation while Lumine may be more innovative and unique.
Please comment.
Please comment.
Q: your thoughts on Bitcoin? Not that they are right but it seems many huge asset managers are becoming interested again. For now, I believe Bitcoin is a store of value and is yet to make the tranition to unit of account. In terms of asset allocation, would it make sense to allocate a small percentage of one's portfolio 'in case it catches on'? Do you see an asymmetric upside vs limited downside and would that not justify a small position?
Q: Any updated thoughts on this one? I see they had a pre-announcement yesterday which resulted in a nice pop on a down day. I am gun shy on ad tech due to the hit I took on apps but like a moth to a flame, I remain interested in the space.
Thank you,
Jason
Thank you,
Jason
Q: Hi Peter, when does Lumine Group and Topicus report and what would be estimates for the qtr. Great service. Thank you
Q: Can you please comment on Tecsys’ results. Share price had an exuberant reaction.
Q: Thinking of buying AEHR.Please comment and is it related to AI. Thanks for U usual great services & views. Happy Canada day.
Q: Hi Gents,
Please compare these 2 companies which one (and why) you’d choose today for 3 year holding approx
Thanks!
Please compare these 2 companies which one (and why) you’d choose today for 3 year holding approx
Thanks!
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NVIDIA Corporation (NVDA $184.94)
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Advanced Micro Devices Inc. (AMD $251.12)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $331.47)
Q: NVDA has become 10% of my portfolio. Too often, I have sold too early, and too often I have not sold, and lost the gain. What to do! I wonder if it's a good idea to trim and buy some TSM, or AMD, or is there another company I should be looking at? Or, if so many are at the point of entering NVDA, does that mean it just makes sense to hold a little longer and reevaluate regularly?
Q: Good day guys ..
Would u agree with Mr Jordan’s zinberg assessment for this name .. recently it has been hold in your eyes.. is it now a buy at current levels .. this guy is a donville disciple and appears to be rather sharp in picking small cap stocks.. would u follow his lead here and buy as he currently thinks it’s at maximum pessimism..
thank u
Mark
Would u agree with Mr Jordan’s zinberg assessment for this name .. recently it has been hold in your eyes.. is it now a buy at current levels .. this guy is a donville disciple and appears to be rather sharp in picking small cap stocks.. would u follow his lead here and buy as he currently thinks it’s at maximum pessimism..
thank u
Mark
Q: You downgraded ENGH two notches in July 2022 but seem a bit more positive about their decisions and performance since then.
Informally, would you think they have earned a notch back?
Informally, would you think they have earned a notch back?
Q: Just read an article on Nano One which intrigued me. What is your current thinking on NNO? thanks, as usual
Q: Good morning 5i:
I successfully bailed on all tech stocks sometime ago and have been thinking about re-entering. How would you rate NVEI and LMN for long term growth? Would you start a position in either at this time?
Thank you.
Doc
I successfully bailed on all tech stocks sometime ago and have been thinking about re-entering. How would you rate NVEI and LMN for long term growth? Would you start a position in either at this time?
Thank you.
Doc
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General Motors Company (GM $80.72)
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BYD Co - Class H (BYDDF $12.80)
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NIO Inc. American depositary shares each representing one Class A (NIO $4.68)
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Stellantis N.V. (STLA $9.88)
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Lucid Group Inc. (LCID $11.54)
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Rivian Automotive Inc. (RIVN $16.62)
Q: Hi 5i,
May I please have your current thoughts on EV makers other than Tesla (which I already own)?
Are companies such as Rivian, Lucid, BYD, Nio etc. (or any others you can suggest) worth investing in as a stock?
Multiple questions here, but if you could give a brief breakdown of the more viable companies and their investment merits (or not) that would be great.
Thanks!
May I please have your current thoughts on EV makers other than Tesla (which I already own)?
Are companies such as Rivian, Lucid, BYD, Nio etc. (or any others you can suggest) worth investing in as a stock?
Multiple questions here, but if you could give a brief breakdown of the more viable companies and their investment merits (or not) that would be great.
Thanks!
Q: Can you please give me an updated report on SKIN.
Is is a buy hold or sell
Thank you
Is is a buy hold or sell
Thank you
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Amazon.com Inc. (AMZN $231.58)
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Costco Wholesale Corporation (COST $988.22)
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Intuitive Surgical Inc. (ISRG $524.26)
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NVIDIA Corporation (NVDA $184.94)
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AbbVie Inc. (ABBV $217.05)
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Freeport-McMoRan Inc. (FCX $60.31)
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Realty Income Corporation (O $61.48)
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Royal Bank of Canada (RY $233.25)
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Enbridge Inc. (ENB $65.52)
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Rogers Communications Inc. Class B Non-voting Shares (RCI.B $50.85)
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Trane Technologies plc (TT $394.88)
Q: Hi group can you help me understand how to get a dividend for my cash that I have presently (100 k ) its sitting in my RBC direct investing account / they do not give any interest for this money.
Can you walk me thru what to buy / I need its to be liquid (I want to use the cash if/when we go into a pullback/ downturn.
2 nd question
Please give me your top pick in each sector regardless of US or CAD
Thanks for your help with this
Can you walk me thru what to buy / I need its to be liquid (I want to use the cash if/when we go into a pullback/ downturn.
2 nd question
Please give me your top pick in each sector regardless of US or CAD
Thanks for your help with this
Q: How does Enphase look at this level
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Apple Inc. (AAPL $249.64)
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Amazon.com Inc. (AMZN $231.58)
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Alphabet Inc. (GOOG $330.29)
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Microsoft Corporation (MSFT $446.75)
Q: Is US large cap tech too expensive to buy here, or does the AI theme make it have room to run up further?
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Quarterhill Inc. (QTRH $0.96)
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TECSYS Inc. (TCS $27.23)
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Docebo Inc. (DCBO $25.45)
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Topicus.com Inc. (TOI $110.20)
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Lumine Group Inc. (LMN $23.42)
Q: So far it has been an eventual year to date for Quarterhill -- gone are the CEO , the dividend , the CFO and the WiLan Division . The sale of WiLan seemed like an overly complicated transaction -- what is your opinion of the price of $71m they received ?
Quarterhill was a top pick yesterday on BNN , and at close of business today the stock was up 20% in two days . What is your current opinion of QTRH -- are they perhaps a candidate for going private , or maybe a takeover target ?
Quarterhill was a top pick yesterday on BNN , and at close of business today the stock was up 20% in two days . What is your current opinion of QTRH -- are they perhaps a candidate for going private , or maybe a takeover target ?