Q: Hovering around high $140s and into $150s, what would be a good entry for Terravest? thank you
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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.
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Eli Lilly and Company (LLY)
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Walmart Inc. (WMT)
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Enbridge Inc. (ENB)
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH)
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Brookfield Renewable Partners L.P. (BEP.UN)
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ARC Resources Ltd. (ARX)
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Tourmaline Oil Corp. (TOU)
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WSP Global Inc. (WSP)
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Pan American Silver Corp. (PAAS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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goeasy Ltd. (GSY)
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TerraVest Industries Inc. (TVK)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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WELL Health Technologies Corp. (WELL)
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Fortis Inc. (FTS)
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Boyd Group Services Inc. (BYD)
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VanEck Junior Gold Miners ETF (GDXJ)
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Ninepoint Energy Income FUnd (NRGI)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
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Costco CDR (CAD Hedged) (COST)
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Microsoft CDR (CAD Hedged) (MSFT)
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Alphabet CDR (CAD Hedged) (GOOG)
Q: Hi group i own the above stocks and have some cash to deploy. pick out 10 core holdings c/w with order to buy and entry price. I am in no rush but want the buy list ready for any opportunity that pops up. Thanks for your help
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WSP Global Inc. (WSP)
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BRP Inc. Subordinate Voting Shares (DOO)
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TerraVest Industries Inc. (TVK)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Lumine Group Inc. (LMN)
Q: In a TFSA, I am down ~30% in both HPS.A and DOO, both of which were smaller positions and now both represent ~0.5% of total equity holdings (so ~1% combined).
If the goal was absolute growth over the long term with a high risk tolerance would you continue to hold or sell at a loss these two securities?
If you were to sell please rank from high to low which of the current securities in the account you would recommend.
If the goal was absolute growth over the long term with a high risk tolerance would you continue to hold or sell at a loss these two securities?
If you were to sell please rank from high to low which of the current securities in the account you would recommend.
Q: Terra Vest is up over 13% today. Any important news?
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Meta Platforms Inc. (META)
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Intuitive Surgical Inc. (ISRG)
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Netflix Inc. (NFLX)
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Booking Holdings Inc. (BKNG)
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Salesforce Inc. (CRM)
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Toronto-Dominion Bank (The) (TD)
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Canadian Natural Resources Limited (CNQ)
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Constellation Software Inc. (CSU)
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Celestica Inc. (CLS)
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BMO S&P 500 Index ETF (ZSP)
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TerraVest Industries Inc. (TVK)
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CrowdStrike Holdings Inc. (CRWD)
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Topicus.com Inc. (TOI)
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Propel Holdings Inc. (PRL)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Alphabet CDR (CAD Hedged) (GOOG)
Q: I am getting ready to DCA into these stocks in an unregistered account with higher than average risk profile. According to me, these stocks had a bit of a pullback with possibly more on the way.
In what order would you DCA into the stocks mentioned above? Is there any stock that you think should be excluded from this list?
Thanks
In what order would you DCA into the stocks mentioned above? Is there any stock that you think should be excluded from this list?
Thanks
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Meta Platforms Inc. (META)
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NVIDIA Corporation (NVDA)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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TerraVest Industries Inc. (TVK)
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Docebo Inc. (DCBO)
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Propel Holdings Inc. (PRL)
Q: Any stocks dropping that you feel represent a good buying opportunity? Perhaps something being sold that is an ‘overreaction’ or will look like a good buy in a year or so from now? Thanks
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Canadian Natural Resources Limited (CNQ)
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TerraVest Industries Inc. (TVK)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
Q: Hello 5i
Please give an entry point for each of these stocks and would you buy them today?
Please give an entry point for each of these stocks and would you buy them today?
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Calibre Mining Corp. (CXB)
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TerraVest Industries Inc. (TVK)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
Q: Thanks to you,I've done well with TVK and HPS.A
With the recent drop in their share prices-Would you be comfortable adding here or am I trying to catch a falling knife?
Also what is your opinion of CXB as a Mid tier gold miner? It has had a good run lately,as have most gold stocks.
Thankyou!
With the recent drop in their share prices-Would you be comfortable adding here or am I trying to catch a falling knife?
Also what is your opinion of CXB as a Mid tier gold miner? It has had a good run lately,as have most gold stocks.
Thankyou!
Q: Please comment on Terravest earnings release.
With the price drop, would you be comfortable adding shares ?
Thanks
With the price drop, would you be comfortable adding shares ?
Thanks
Q: Hi, is TVK priced too high right now? Thank you
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Celestica Inc. (CLS)
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TerraVest Industries Inc. (TVK)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Galaxy Digital Holdings Ltd. ordinary shares (GLXY)
Q: Hi 5i, enjoyed your webinar today. Thx for putting it together.
My question is on Canadian on small/mid caps, I've listed a few just to start with. Given the current environment what would be your ten highest conviction picks. I plan to hold for atleast 5 years, so I'm after safe business models that have a high chance of survival. If you list a stock not mentioned frequently on these boards then please provide a small blurb ast to why you like it. Thx again.
My question is on Canadian on small/mid caps, I've listed a few just to start with. Given the current environment what would be your ten highest conviction picks. I plan to hold for atleast 5 years, so I'm after safe business models that have a high chance of survival. If you list a stock not mentioned frequently on these boards then please provide a small blurb ast to why you like it. Thx again.
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Intact Financial Corporation (IFC)
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Descartes Systems Group Inc. (The) (DSG)
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Kinaxis Inc. (KXS)
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TerraVest Industries Inc. (TVK)
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EQB Inc. (EQB)
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Sonida Senior Living Inc Com (New) (CSU)
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FirstService Corporation (FSV)
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Thomson Reuters Corp (TRI)
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Galaxy Digital Holdings Ltd. ordinary shares (GLXY)
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TFI International Inc - Ordinary Shares (TFII)
Q: I have money to invest and I own none of these stocks. Could you list them in order that you would buy them today.
Thanks for you help.
Dorothy
Thanks for you help.
Dorothy
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Tourmaline Oil Corp. (TOU)
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Whitecap Resources Inc. (WCP)
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Tamarack Valley Energy Ltd. (TVE)
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TerraVest Industries Inc. (TVK)
Q: Hi,
These are my energy holdings with TOU 2.7%, TVE 0.61% and WCP 0.48%. They've pretty much been flat for the last three years. Other than the dividends and special div's that TOU pay, what is the thesis for holding or adding to energy currently? I know valuations are low, but what will be the catalyst to get them moving again other than higher energy prices? I have TVK as well at a 3.9% holding and have included that in my energy allocation as well and its been a big winner. Looking at opportunity costs here from holding these energy names vs other names.
Thanks!
These are my energy holdings with TOU 2.7%, TVE 0.61% and WCP 0.48%. They've pretty much been flat for the last three years. Other than the dividends and special div's that TOU pay, what is the thesis for holding or adding to energy currently? I know valuations are low, but what will be the catalyst to get them moving again other than higher energy prices? I have TVK as well at a 3.9% holding and have included that in my energy allocation as well and its been a big winner. Looking at opportunity costs here from holding these energy names vs other names.
Thanks!
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Constellation Software Inc. (CSU)
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Celestica Inc. (CLS)
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Descartes Systems Group Inc. (The) (DSG)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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TerraVest Industries Inc. (TVK)
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EQB Inc. (EQB)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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WELL Health Technologies Corp. (WELL)
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Propel Holdings Inc. (PRL)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Greetings 5i Team,
I hold these securities in a TFSA and am looking to add a new position. At the same time, I will be trimming some of these as they have done very well.
Could you make a few suggestions for a new addition? Growth is the objective and diversification need not be overly considered (I am well diversified within other accounts).
Thank you for providing this great service.
Steve P
I hold these securities in a TFSA and am looking to add a new position. At the same time, I will be trimming some of these as they have done very well.
Could you make a few suggestions for a new addition? Growth is the objective and diversification need not be overly considered (I am well diversified within other accounts).
Thank you for providing this great service.
Steve P
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TerraVest Industries Inc. (TVK)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Vitalhub Corp. (VHI)
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Propel Holdings Inc. (PRL)
Q: Which stock: HPS.A, PRL, TVK or VHI would have the most growth going forward? I take after today, it's best to wait a few days?
Thanks for your service!
Thanks for your service!
Q: Hi, with shares skyrocketing so quickly, would you take a breather or wait for the correction, or would you still buy at today's prices, in your opinion? Thank you.
Q: I have two entirely different endpoints for my TFSA and my RRSP. TFSA is shorter-term funds to pay down my mortgage, and RRSP - its intended purpose, longer-term funding for my retirement. In this case, would you consider the percentage of each account separately when weighting, or use the combined value? Currently I am separating, but because I own a couple of doubles (NVDA and TVK for example), the position sizes are higher than I would normally hold. If considered together, my positions do not exceed my maximum weighting. Thanks!
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Celestica Inc. (CLS)
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TerraVest Industries Inc. (TVK)
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Powell Industries Inc. (POWL)
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Vertiv Holdings LLC Class A (VRT)
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Cellebrite DI Ltd. (CLBT)
Q: Good day,
I've picked up the above on 5i recommendations, and they started as small positions, but have done very well TVK+150%, VRT+200%, POWL +120%, and 3 months on CLBT+45%. I had a bit of usd in my TFSA and put it in CLS last week, already +20%. I assume much of that due to Trumps 'promises'.
Now that these small positions have become as much as say, my initial purchase amount on BAM, is this a thing that one adds to, since my initial buy was lower? Or now that it's a larger position you just let it ride? With 5is help and my own dd, I've been doing very on my winners:losers ratio, but have a hard time determining what is a good point to add in. Are these names worth adding to before they report next? Please rank in order with which you would add to.
Cheers,
James
I've picked up the above on 5i recommendations, and they started as small positions, but have done very well TVK+150%, VRT+200%, POWL +120%, and 3 months on CLBT+45%. I had a bit of usd in my TFSA and put it in CLS last week, already +20%. I assume much of that due to Trumps 'promises'.
Now that these small positions have become as much as say, my initial purchase amount on BAM, is this a thing that one adds to, since my initial buy was lower? Or now that it's a larger position you just let it ride? With 5is help and my own dd, I've been doing very on my winners:losers ratio, but have a hard time determining what is a good point to add in. Are these names worth adding to before they report next? Please rank in order with which you would add to.
Cheers,
James
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TerraVest Industries Inc. (TVK)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Vitalhub Corp. (VHI)
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WELL Health Technologies Corp. (WELL)
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Propel Holdings Inc. (PRL)
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Lumine Group Inc. (LMN)
Q: Hi, for smaller cap companies, what would be your max position sizing for someone that is a medium/high growth oriented investor. What are some criteria's you look at when sizing a position depending on if it is small, mid, or large cap? Beta/volatility, cyclicality? I'm guiding towards 5-8% for larger cap names such as CSU, BN, BKNG, GOOG, etc... and 2-3% for smaller names such as LMN, TVK, PRL, WELL, VHI, ATZ, etc.. I know for more volatile names, a smaller position can have just as large an impact in a portfolio. Thanks!
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TerraVest Industries Inc. (TVK)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
Q: I own both TVK and HPS.A and have done well with both. Position sizings are approximately the same.
If you are going to add to just 1 position today, which one would you add to?
TVK - todays price is $130 ish
HPS.A - today’s price is $120 ish
If you are going to add to just 1 position today, which one would you add to?
TVK - todays price is $130 ish
HPS.A - today’s price is $120 ish