Q: Using wisdom from 5i I like to think I have a good policy of dealing with winners- which I've had many being a long time subscriber, as they get to 10% of my portfolio I trim back to 5-7%, this system has worked very well. I struggle with handling loosers, which are few and far between I must say, I'm down 15% and appears that loss will get bigger today on BKSY. I realize every company is a different situation and have often read " often the best thing to do is nothing", curious how staff at 5i handle loosers, get out at 25% down or ?
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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 you please give me your thoughts on the earnings and future outlook.
Q: Seemingly poor results from BSKY today. Unexpected? Please update your views on this company and note any changes since the last company specific answer below. Is it a buy, sell or hold and if a buy, at what price?
The sector has seen some fairly aggressive profit-taking and that is partly to blame. BKSY shareholders are also adjusting to the fairly large recent convertible financing. But the outlook really has not changed, is still quite positive in terms of growth expectations, and we would still be comfortable buying. But it is a risky small cap company still, so we would size a position accordingly.
The sector has seen some fairly aggressive profit-taking and that is partly to blame. BKSY shareholders are also adjusting to the fairly large recent convertible financing. But the outlook really has not changed, is still quite positive in terms of growth expectations, and we would still be comfortable buying. But it is a risky small cap company still, so we would size a position accordingly.
Q: LYB has a pretty high divi but Results of late seem challenged.
In the hi 40s is this a good investment based on historical share price levels or would I just be gambling on a cyclical likely to continue to decline in price with the potential of a divi cut?
In the hi 40s is this a good investment based on historical share price levels or would I just be gambling on a cyclical likely to continue to decline in price with the potential of a divi cut?
Q: Hello everyone,
FICO is down 32% year-to-date, and looks like a falling knife.
Although it still looks pricey, I was wondering, if there is a buying price range you would start to nibble on FICO stock? Waiting is also an option :).
Cheers.
Peter
FICO is down 32% year-to-date, and looks like a falling knife.
Although it still looks pricey, I was wondering, if there is a buying price range you would start to nibble on FICO stock? Waiting is also an option :).
Cheers.
Peter
Q: Hi 5i Team,
Pls comment on Catalyst Pharmaceuticals quarter earning and this company going forward.
Thanks .
Pls comment on Catalyst Pharmaceuticals quarter earning and this company going forward.
Thanks .
Q: Hi Team,
This new offering from Strategy came on my radar and I'm wondering if it's on any of yours at all? If we take the company at it's word that it will pay the 9%-10% dividend and keep the share price consistent, it seems like a good option for short term cash or just a place for a probable good rate of return (though they have stated the dividend can be adjusted higher or lower based on demand for the product --> very high demand=lower dividend rate and vice versa). I'm wondering what your thoughts are on this product and also more broadly the tax implications for US dividends for a Canadian investor in this situation.
Thanks very much
This new offering from Strategy came on my radar and I'm wondering if it's on any of yours at all? If we take the company at it's word that it will pay the 9%-10% dividend and keep the share price consistent, it seems like a good option for short term cash or just a place for a probable good rate of return (though they have stated the dividend can be adjusted higher or lower based on demand for the product --> very high demand=lower dividend rate and vice versa). I'm wondering what your thoughts are on this product and also more broadly the tax implications for US dividends for a Canadian investor in this situation.
Thanks very much
Q: Good morning, please comment on the latest Q from CELH. Thanks
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Amazon.com Inc. (AMZN $209.87)
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Meta Platforms Inc. (META $615.68)
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NVIDIA Corporation (NVDA $180.40)
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Exchange Income Corporation (EIF $103.00)
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BMO S&P 500 Index ETF (ZSP $99.73)
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Axon Enterprise Inc. (AXON $508.41)
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Nebius Group N.V. (NBIS $118.56)
Q: My son currently has Meta (META), Nebius (NBIS), Amazon (AMZN), and EIF Corp (EIF) in his TFSA, plus an ETF (ZSP) for some diversity. It’s a small portfolio but he really wanted to hold some individual stocks and not just ETFs. Would you be comfortable adding Nvidia (NVDA) and Axon (AXON) at current prices? They are two of my favorite stocks in my non-registered account but I know the prices have really run up. Would you have any better suggestions? Thanks.
Q: Hi Would you initiate a new position in Nvidia now? This would be for a hold for a minimum of three years. thanks.
Q: Thoughts on HIMS moving forward ? Are you still as bullish as before ?
Thanks
Thanks
Q: Do you see any reason for the drop in Accenture?
Chris M.
Chris M.
Q: Hi 5i, Any news regarding today's pop in Apple? Thx.
Q: Dead or not dead? I know it isn't your style but might there be a bounce opportunity for a few immediate dollars or is the story here so bad that it's going to drift and decline?
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Genius Sports Limited (GENI $4.77)
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Gambling.com Group Limited (GAMB $3.88)
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Sportradar Group AG (SRAD $18.36)
Q: Please comment on the earnings for the two that have reported and whether they are a buy, sell or hold. SRAD at $27 seems like a good deal with what they reported. Investors seem to disagree this morning. Would appreciate your thoughts on that and the market reaction to GENI as well. I know you always look for a change in fundamentals to guide your advice so I am curious if the thesis is improved or reduced.
Please answer this one after GENI has reported if possible.
Please answer this one after GENI has reported if possible.
Q: Hi, Could you please comment on ANET earnings. Thank you
Q: Tidewater popped 30% on news. Can you explain why and what's the outlook for the company along with an in depth analysis of it's financial ratios and insider buying? Thanks
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iShares Russell 2000 Growth ETF (IWO $315.57)
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iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU $46.53)
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iShares Russell 1000 Growth ETF (IWF $437.04)
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iShares Russell Top 200 Growth ETF (IWY $255.04)
Q: Best ETF for growth oriented investors IWY or IWF?
Any ETF tracking the same indexes in Canadian dollars?
Any ETF tracking the same indexes in Canadian dollars?
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Equity Residential of Beneficial Interest (EQR $59.85)
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Digital Realty Trust Inc. (DLR $178.94)
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Healthpeak Properties (DOC $17.39)
Q: I’m interested in adding to REITs while they are out of favour, is the future and balance sheets decent with these companies? It looks like a good time to buy for conservative income and some growth would you agree?
Q: Blaize Holdings was mentioned on BNN along NBIS as a company to watch.
Size wise no comparison, very small. What’s your take?
Size wise no comparison, very small. What’s your take?