Q: Just read an article on Nano One which intrigued me. What is your current thinking on NNO? thanks, as usual
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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: 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 $72.81)
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BYD Co - Class H (BYDDF $12.95)
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NIO Inc. American depositary shares each representing one Class A (NIO $5.43)
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Stellantis N.V. (STLA $6.33)
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Lucid Group Inc. (LCID $10.06)
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Rivian Automotive Inc. (RIVN $14.91)
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 $205.37)
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Costco Wholesale Corporation (COST $972.33)
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Intuitive Surgical Inc. (ISRG $477.97)
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NVIDIA Corporation (NVDA $172.70)
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AbbVie Inc. (ABBV $205.07)
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Freeport-McMoRan Inc. (FCX $52.09)
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Realty Income Corporation (O $60.95)
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Royal Bank of Canada (RY $218.50)
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Enbridge Inc. (ENB $73.32)
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Rogers Communications Inc. Class B Non-voting Shares (RCI.B $52.42)
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Trane Technologies plc (TT $410.36)
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 $247.99)
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Amazon.com Inc. (AMZN $205.37)
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Alphabet Inc. (GOOG $298.79)
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Microsoft Corporation (MSFT $381.87)
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 $1.03)
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TECSYS Inc. (TCS $26.54)
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Docebo Inc. (DCBO $26.62)
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Topicus.com Inc. (TOI $97.51)
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Lumine Group Inc. (LMN $23.97)
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 ?
Q: Peter and His Wonder Team
QTRH has had mostly bad news this past year. So they arrange a "credit agreement" and the stock is up 20% in 2 days. Please help me understand. Why is this so beneficial for its future. Thank you! Your insights are always helpful!
QTRH has had mostly bad news this past year. So they arrange a "credit agreement" and the stock is up 20% in 2 days. Please help me understand. Why is this so beneficial for its future. Thank you! Your insights are always helpful!
Q: Hi team
awhile ago, someone did mention re: some of the top Canadian companies that has involvement in AI (artificial intelligence) that are top picks
the names of OTEX and KXS were mentioned; are they still the top picks in this sector in Canadian stocks? could you add 1-2 more names in the order that you would recommend? I got both OTEX and KXS already in my portfolio; thanks
Michael
awhile ago, someone did mention re: some of the top Canadian companies that has involvement in AI (artificial intelligence) that are top picks
the names of OTEX and KXS were mentioned; are they still the top picks in this sector in Canadian stocks? could you add 1-2 more names in the order that you would recommend? I got both OTEX and KXS already in my portfolio; thanks
Michael
Q: Recent news is that CDAY is in line for a major role in the replacement to the federal gov't's catastrophic Phoenix pay system. Given the complexity of this area, does this make CDAY a buy or a sell?
Q: Could you please comment on TCS and their quarter results?
Q: Hello 5i team,
There is such a difference in Nuvei’s adjusted and unadjusted financial results. On an adjusted basis it looks like an incredible growth at a VERY price story. Unadjusted with stock compensation doesn’t look close to the same. What are your thoughts on the adjusted and unadjusted results for this story?
Also, do you have any concerns about the adjusted fcf yield that is used to buy back shares that are issued at part of comp and adjusted out, effectively making the story less profitable?
Thank you!
There is such a difference in Nuvei’s adjusted and unadjusted financial results. On an adjusted basis it looks like an incredible growth at a VERY price story. Unadjusted with stock compensation doesn’t look close to the same. What are your thoughts on the adjusted and unadjusted results for this story?
Also, do you have any concerns about the adjusted fcf yield that is used to buy back shares that are issued at part of comp and adjusted out, effectively making the story less profitable?
Thank you!
Q: What are your 2 favorite and well priced large cap US stocks that will benefit from the AI movement? Thank you
Q: Hi - of these two stocks, would you be buyers of both at current prices? Do you favour one over the other or are comfortable buying both? Growth objective and held within diversified portfolio. Which of the two would perhaps have greater downside in a recession? In your mind does either have a beta higher than 1 in a mkt downdraft? Thanks as always!
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BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $162.82)
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iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $58.71)
Q: Hi Folks,
I have come across ZQQ and XQQ. What do you think of me adding one of these to my RRSP account. I would like some exposure to Tech and this seems like a simple way to do it OR would it be better to buy the individual companies themselves?
Thanks
I have come across ZQQ and XQQ. What do you think of me adding one of these to my RRSP account. I would like some exposure to Tech and this seems like a simple way to do it OR would it be better to buy the individual companies themselves?
Thanks
Q: hello, I try to understand what will happen when lumine will convert the prefered and special shares next year to voting shares. Will it affect the stock price and the market cap of the company or it will have no impact ? Can you explain why they do the spinoff in that manner. Thank you !
Q: If you had to choose between Topicus and Lumine for a 5 year investment which one would you pick and why? Also, what are good entry prices for both?
Thanks
Thanks
Q: What are your current thoughts on the proposed buy out of Absolute Software? Does there appear to be any other offer or an increased offer in sight? In 5i's opinion, should existing shareholders accept the offer as is, sell now, or Hold in hopes of the company doing well in the future?
Q: What is your take on Alteryx? Is it less of a strong competitor than Palantir in the AI space? Too much debt? Not enough growth?