Q: Vistra has done well recently especially compared to other US conventional electricity companies which are mostly down this year. Can I get your thoughts on VST and if you think it is a good investment compared to other US utility options?
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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 5i
WBA down another 5% today after announcement of CEO stepping down. Is it time for me to let this one go or do you see opportunity here? Why has the stock dropped so much over this year?
thx
WBA down another 5% today after announcement of CEO stepping down. Is it time for me to let this one go or do you see opportunity here? Why has the stock dropped so much over this year?
thx
Q: Lots has been made of Buy with Prime on Shopify. Markets certainly liked it. I came across the attached article that is quite revealing, if all is factual (no reason to believe not). Can we get your thoughts on how things unfolded? Are there any negatives, or things to be wary, for Shop getting more involved with Amazon. How important is Buy with Prime to SHOP?
https://www.businessinsider.com/inside-clash-between-amazon-shopify-over-buy-with-prime-2023-9
https://www.businessinsider.com/inside-clash-between-amazon-shopify-over-buy-with-prime-2023-9
Q: Do you feel these companies can become long term compounders? If so, which company do you feel has the better prospects of becoming a long term compounder?
Q: Hi 5i,
Perhaps this question should be under Miscellaneous, but here goes:
I have my accounts at CIBC Investor's Edge, but they are all strictly CDN accounts - RRSP, TFSA and unregistered. I've now learned that I can buy CDR's in a number of US companies through those accounts, and I'm thinking about getting my feet wet 'down south'..
As an example, NVDA is available and as of Friday was trading at CDN $46.24. On May 31 the NVDA CDR was trading at CDN $36.30. Thus, the CDR has appreciated 27.4% over that period, whereas the US NVDA went from $378.34 on May 31 to $485.09 on Friday, a gain of 28.2%. So very little difference in the return it seems.
If I were to acquire some US names through the CIBC CDR's, they would all be in registered accounts.
Is there a downside or risk to doing this that I should be aware of (other than the normal investment risks) and are there tax ramifications arising out of either capital appreciation or dividend payments if they are in either an RSP or a TFSA?
Thanks - any information you can provide will be appreciated.
Peter
Perhaps this question should be under Miscellaneous, but here goes:
I have my accounts at CIBC Investor's Edge, but they are all strictly CDN accounts - RRSP, TFSA and unregistered. I've now learned that I can buy CDR's in a number of US companies through those accounts, and I'm thinking about getting my feet wet 'down south'..
As an example, NVDA is available and as of Friday was trading at CDN $46.24. On May 31 the NVDA CDR was trading at CDN $36.30. Thus, the CDR has appreciated 27.4% over that period, whereas the US NVDA went from $378.34 on May 31 to $485.09 on Friday, a gain of 28.2%. So very little difference in the return it seems.
If I were to acquire some US names through the CIBC CDR's, they would all be in registered accounts.
Is there a downside or risk to doing this that I should be aware of (other than the normal investment risks) and are there tax ramifications arising out of either capital appreciation or dividend payments if they are in either an RSP or a TFSA?
Thanks - any information you can provide will be appreciated.
Peter
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Alphabet Inc. (GOOG)
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Constellation Software Inc. (CSU)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Crocs Inc. (CROX)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Can I ask what would your top 5 stocks to purchase right now? 3-5yr outlook. CAD or US?
Q: Thoughts on this company.
Q: Am considering purchasing the above and adding to over time. Would appreciate your thoughts re this security compared to SPY or VOO or other you might prefer.
Q: Hi team,
I don’t see any questions for your thoughts on todays earnings for Crwd, Veev, CRM so I will ask for your brief take on earnings and outlook for all 3. The market has liked the results on all 3 today which was a nice surprise. Do you still view these 3 stocks positively and advise holding for the long term growth stories? Thanks and deduct credits as required.
Shane
I don’t see any questions for your thoughts on todays earnings for Crwd, Veev, CRM so I will ask for your brief take on earnings and outlook for all 3. The market has liked the results on all 3 today which was a nice surprise. Do you still view these 3 stocks positively and advise holding for the long term growth stories? Thanks and deduct credits as required.
Shane
Q: Please share your thoughts on their earnings. Thank you.
Q: May I please get your thoughts on Peabody Energy (BTU). They had a decent quarter given the drop off in coal prices at the start of this year. They are buying back a lot of stock. Can I also get your general thoughts on coal (both thermal and metallurgical). Are there standards for regional coal prices (like WTI, WCS, and Brent for oil)? Thank you.
Q: Could you comment on CRWD's latest quarter results? They must be good, the stock is up 9% today. Thank you
Q: Morning 5i team,
I bough URI back in May 2023 and have done quite well over a short period of time. It's close to it's all time high and although it might have some more upside potential, it may be limited.
I'm thinking of switching from URI to AMZN for a possible better return.
What are your thoughts on the switch or should I stay the course or would you suggest a different stock to switch to.
I currently hold AAPL, GOOG, MSFT and NVDA in that account.
Your thoughts and reasons for your suggestions are appreciated.
Have a great day.
Joe
I bough URI back in May 2023 and have done quite well over a short period of time. It's close to it's all time high and although it might have some more upside potential, it may be limited.
I'm thinking of switching from URI to AMZN for a possible better return.
What are your thoughts on the switch or should I stay the course or would you suggest a different stock to switch to.
I currently hold AAPL, GOOG, MSFT and NVDA in that account.
Your thoughts and reasons for your suggestions are appreciated.
Have a great day.
Joe
Q: It seems the outlook for Uber is changing positively. Although I don't think it can be placed in the same rarefied space as GOOG, AMZN etc in the technology space, do you see it as getting to occupy the same space in the next 5 to 7 years (my time frame before drawing down).
Please briefly give your bull case and bear case for this tech co
Please briefly give your bull case and bear case for this tech co
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Home Depot Inc. (The) (HD)
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Lowe's Companies Inc. (LOW)
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McDonald's Corporation (MCD)
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Dollarama Inc. (DOL)
Q: Buy DOL?
Very high debt., - BV, dividend increase meagre and a ROE of 800+ - how is this possible with huge debt. - requiring cash flow to support it?
Find fundamentals confusing to say the least.
Very high debt., - BV, dividend increase meagre and a ROE of 800+ - how is this possible with huge debt. - requiring cash flow to support it?
Find fundamentals confusing to say the least.
Q: Dear 5i,
do you know of any web source one can get Sharpe Ratio statistics for Canadian and US stocks in various time frames? If yes, where and which time frames do you think are useful if any?
do you know of any web source one can get Sharpe Ratio statistics for Canadian and US stocks in various time frames? If yes, where and which time frames do you think are useful if any?
Q: Hello 5i,
What would you consider your best / safest U.S. Industrial stock yielding ~ 4.0 % + for a retired investor. This would be in a RRIF account. Any and all suggestions would be welcome!!
Many thanks as always!!! Your service is very much appreciated!!!
Cheers,
Mike
What would you consider your best / safest U.S. Industrial stock yielding ~ 4.0 % + for a retired investor. This would be in a RRIF account. Any and all suggestions would be welcome!!
Many thanks as always!!! Your service is very much appreciated!!!
Cheers,
Mike
Q: Master or Visa ?
Q: Can you compare INMD and ISRG in terms of:
- Risk, Potential Upside, Management, Moat, and Overall?
If you can score them between 1-5, that'd be helpful as it helps me understand how they compare relative to each other.
- Risk, Potential Upside, Management, Moat, and Overall?
If you can score them between 1-5, that'd be helpful as it helps me understand how they compare relative to each other.
Q: Interested in ELAN as a smaller and cheaper animal health company than ZTS. What is its PE ratio? And what do you think about ELAN as an investment generally, its growth prospects, valuation, debt level, any concerns, its strength as an investment compared with ZTS and lastly a recommended entry price that you would pay yourself for each of these equities. Appreciate your analysis.