Q: I'm finding it difficult finding American companies with the ability to grow their profits over the near future. (lots of noise out there - inflation, war, debt etc.). I would appreciate your opinion regarding the ability of Builders to award investors with above average returns over the next few years. Also, if you have better ideas in this sector I would invite your suggestions. Thank-you for your continued support of the little guy.
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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: It would seem to me that this company has the ability to grow nicely over the near future. My ability to research the company is limited so I would appreciate your opinion regarding fundamentals of the company and a prediction of its ability to grow investors share of its profits. As always thanks for all you do.
Q: With emphasis on EV in USA and Canada, would a small position in charging stations be a good way to invest in this trend? Look forward to your analysis of this company. Many thanks.
Q: I have a well balanced RRSP and have cash to add one more 1/2 position, long timeframe. I have narrowed it down to the above 3 stocks.
Can you let me know which one you think is best to add and why?
Can you let me know which one you think is best to add and why?
Q: Q: Can you please shed some light on why the BIG drop in ABBV the last couple of days? Time to worry ?
- American Tower Corporation (REIT) (AMT)
- Realty Income Corporation (O)
- Prologis Inc. (PLD)
- Public Storage (PSA)
Q: Is Real Estate a good investment in an inflationary environment? I have Prologis, Public Storage and American Tower on my watchlist. Can you please rank them and provide any other suggestion you might have.
- Amazon.com Inc. (AMZN)
- Alphabet Inc. (GOOG)
- Canadian Imperial Bank Of Commerce (CM)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Miscellaneous (MISC)
- DexCom Inc. (DXCM)
Q: Hi 5i Team - Could you provide an estimate on when Shopify, Google and Amazon might do their stock splits. Also do you know of any other quality companies planning a share split. Thanks.
Q: Hello 5i,
I would appreciate your thoughts on TFII vs ODFL?
If you like these which one would you prefer for a long term hold?
Can you please provide your high level reasons?
Can you please give a good valuation buy price?
Is the current weakness due to inflation and high fuel prices?
thanks for your thoughts
I would appreciate your thoughts on TFII vs ODFL?
If you like these which one would you prefer for a long term hold?
Can you please provide your high level reasons?
Can you please give a good valuation buy price?
Is the current weakness due to inflation and high fuel prices?
thanks for your thoughts
Q: Good morning,
Which semi conductors company's are best positioned should issues present with supply from China/ Taiwan?
Thank you.
Which semi conductors company's are best positioned should issues present with supply from China/ Taiwan?
Thank you.
Q: Your thoughts on Bread Financial ? Seems like they made money every quarter last year and at a PE of 3.4 times it seems compelling. Very little info around on this one ....
Q: You had listed MED once as part of a portfolio suggestion. The chart looks good right now for an entry. Can you please comment on the fundamentals, growth potential, and whether this type of business has is a bit recession proof? It might be in a good spot right now as people try to lose their "COVID 15"?
Q: HD seems to have been on a slide lately, would Lowes be a better prospect in this space?
Q: Hi
What would be the catalysts needed to get Upstart's stock price to turn around? Could this double and in what time frame? Impossible question I know but if you don't mind taking an educated guess at it? Please don't tell me Elon Musk needs to buy it.
Thanks
Jeremy
What would be the catalysts needed to get Upstart's stock price to turn around? Could this double and in what time frame? Impossible question I know but if you don't mind taking an educated guess at it? Please don't tell me Elon Musk needs to buy it.
Thanks
Jeremy
- Amazon.com Inc. (AMZN)
- Alphabet Inc. (GOOG)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- DexCom Inc. (DXCM)
Q: following up on question/response about shop, you mention 'there has been a recent increase in announcements'. what were the main ones and how important were they?
Q: Is this a good time to buy NVDA?
- D.R. Horton Inc. (DHI)
- PulteGroup Inc. (PHM)
- Builders FirstSource Inc. (BLDR)
- Century Communities Inc. (CCS)
- Cavco Industries Inc. (CVCO)
- TopBuild Corp. (BLD)
Q: Hello 5i Research Team,
David Berman's recent article in the Globe suggested that now may be a good time to buy beaten down stocks in the US home building industry (i.e. builders and suppliers). Would you agree? Either way, could you please rank the listed stocks for a 5-year hold for an investor with an above-average level of risk, and add any better names I've missed.
Thanks!
David Berman's recent article in the Globe suggested that now may be a good time to buy beaten down stocks in the US home building industry (i.e. builders and suppliers). Would you agree? Either way, could you please rank the listed stocks for a 5-year hold for an investor with an above-average level of risk, and add any better names I've missed.
Thanks!
- Amazon.com Inc. (AMZN)
- NVIDIA Corporation (NVDA)
- Constellation Software Inc. (CSU)
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Atlassian Corporation (TEAM)
- Veeva Systems Inc. Class A (VEEV)
- Roku Inc. (ROKU)
- DocuSign Inc. (DOCU)
- Upstart Holdings Inc. (UPST)
- Topicus.com Inc. (TOI)
Q: I need to lighten up on techy/growth stocks and replace with more defensive/value names. Of this list, are there any you would sell? If not, and if I wanted to sell something anyway, in what order would you suggest selling? Thank you.
- iShares Russell 2000 Growth ETF (IWO)
- iShares Core S&P/TSX Capped Composite Index ETF (XIC)
- iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
- SPDR S&P 500 ETF Trust (SPY)
- INVESCO QQQ Trust (QQQ)
- iShares Core Growth ETF Portfolio (XGRO)
Q: Good morning,
Truly enjoy reading your reports and answers to queries asked by members!
In your response to Chris, on April 8th, you outline a starting strategy for a young 16 year old investor.
You state: "we might start out with a broad market ETF that pays a dividend"
Would you be comfortable listing a few broad market ETF that fit this criteria taking into account a 10 year lock up of the funds?
Perhaps suggesting a few for high, moderate and low risk tiers.
Have a great weekend!
Art
Truly enjoy reading your reports and answers to queries asked by members!
In your response to Chris, on April 8th, you outline a starting strategy for a young 16 year old investor.
You state: "we might start out with a broad market ETF that pays a dividend"
Would you be comfortable listing a few broad market ETF that fit this criteria taking into account a 10 year lock up of the funds?
Perhaps suggesting a few for high, moderate and low risk tiers.
Have a great weekend!
Art
Q: YOUR THOUHGHTS TODAY PLEASE. THANKYOU
- Mosaic Company (The) (MOS)
- Nutrien Ltd. (NTR)
- Farmland Partners Inc. (FPI)
- Gladstone Land Corporation (LAND)
Q: Hi 5i,
Farmland is an asset class that seems to be drawing greater interest for diversification. Do you follow the sector and have an opinion on companies like Farmland Partners or Gladstone Land?
Thank you!
Farmland is an asset class that seems to be drawing greater interest for diversification. Do you follow the sector and have an opinion on companies like Farmland Partners or Gladstone Land?
Thank you!