Q: What are your thoughts on Aritzia at these levels and what would cause such a drop in value that is significantly greater than the market sell off in general.
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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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TC Energy Corporation (TRP)
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WSP Global Inc. (WSP)
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Descartes Systems Group Inc. (The) (DSG)
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Agnico Eagle Mines Limited (AEM)
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Thomson Reuters Corporation (TRI)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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goeasy Ltd. (GSY)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Topicus.com Inc. (TOI)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: I am opening a TFSA and would like to transfer some of my holdings to that account, which I know I have in my RRSP (sell and re-purchase). My thinking is holding the items which offer more growth potential. Is this a good argument in deciding where to hold various holdings? From the following names, which would you think make more sense to hold in my TFSA than in my RRSP?
AEM, ATZ, BN, DSG, GSY, LMN, SHOP, TRP, TRI, WSP, TOI
AEM, ATZ, BN, DSG, GSY, LMN, SHOP, TRP, TRI, WSP, TOI
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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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Celestica Inc. (CLS)
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goeasy Ltd. (GSY)
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Pollard Banknote Limited (PBL)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Nutrien Ltd. (NTR)
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kneat.com inc. (KSI)
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Vitalhub Corp. (VHI)
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ADF Group Inc. Subordinate Voting Shares (DRX)
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Docebo Inc. (DCBO)
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Propel Holdings Inc. (PRL)
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DeFi Technologies Inc. (DEFI)
Q: How would you rank the following for a growth oriented long-term hold: DEFI, DCBO, HPS.A, KSI, VHI, PRL, GSY, ATZ, CLS, NTR, PBL, DRX
Q: Is aritzia a buy here.
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NVIDIA Corporation (NVDA)
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Canadian Natural Resources Limited (CNQ)
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WSP Global Inc. (WSP)
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Celestica Inc. (CLS)
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Kinaxis Inc. (KXS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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goeasy Ltd. (GSY)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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iShares U.S. Aerospace & Defense ETF (ITA)
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kneat.com inc. (KSI)
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ARK Innovation ETF (ARKK)
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Axon Enterprise Inc. (AXON)
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Nebius Group N.V. (NBIS)
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A & W Food Services of Canada Inc. (AW)
Q: With the pull-back, I want to take positions in the above at an appropriate weighting for a long term hold - the Canadian holdings and NVDA at full position, the others at 2-3%. Could you mark them at todays levels as buy, partial buy, watch or don't buy, and make any appropriate back-up comments. Thank-you!
Q: Hey gang!
I have a question about Aritzia Inc.
How much share price decline can we expect in a Trump-tariff situation? What is the tariff risk?
Your report notes the seasonality of ATZ with most revs coming in during Aug-Feb (the third and fourth quarters).
If I were looking for share price "pop" or a surprise, when would the seasonally influenced numbers show up? Would it be in the upcoming earnings report (Q4)?
I ask because I see a lot of ATZ clothing being worn, and I expect the numbers to be extra good.
Having said that, 5i made a great call on ATZ months ago. Is there room for more growth?
Regards,
David
I have a question about Aritzia Inc.
How much share price decline can we expect in a Trump-tariff situation? What is the tariff risk?
Your report notes the seasonality of ATZ with most revs coming in during Aug-Feb (the third and fourth quarters).
If I were looking for share price "pop" or a surprise, when would the seasonally influenced numbers show up? Would it be in the upcoming earnings report (Q4)?
I ask because I see a lot of ATZ clothing being worn, and I expect the numbers to be extra good.
Having said that, 5i made a great call on ATZ months ago. Is there room for more growth?
Regards,
David
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Toronto-Dominion Bank (The) (TD)
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BCE Inc. (BCE)
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Enbridge Inc. (ENB)
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Canadian Natural Resources Limited (CNQ)
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TELUS Corporation (T)
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH)
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Fortis Inc. (FTS)
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Tourmaline Oil Corp. (TOU)
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Celestica Inc. (CLS)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Pembina Pipeline Corp. (Canada) (PBA)
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Royal Bank Of Canada (RY)
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Brookfield Renewable Partners L.P. Limited Partnership Units (BEP)
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Boyd Group Services Inc. (BYD)
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ARCpoint Inc. (ARC)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
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US Treasury 3 Month Bill ETF (TBIL)
Q: Hi group can you please comment on Capitol direct trust - last quarter they paid out 9% + over last 3 yrs they have averaged 7+ %. What is your assessment of the risk rewards in this sector i suspect that restrictions on liquidly and management fees are concerns but the attractive quarterly payout are very attractive in this unstable market overall your thoughts please. I am 74 and retired so steady income is a driver. Also please rate the above stocks (1-10 . 10 being best) Thanks for your help
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BCE Inc. (BCE)
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Saputo Inc. (SAP)
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Dollarama Inc. (DOL)
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Maple Leaf Foods Inc. (MFI)
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Premium Brands Holdings Corporation (PBH)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Jamieson Wellness Inc. (JWEL)
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Fortis Inc. (FTS)
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MDA Space Ltd. (MDA)
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Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX)
Q: Hi Group looking for some direction on following stocks. Looking for growth along with some dividend return. \plse give me a couple (5) of your suggestions that fit the guidelines lastly please rate them all 10 being best
Q: Can you explain atz’s secondary offering please
Q: I own theses two stocks
Atz is up 100plus percent and is 3 percent of portfolio
Cls $200 is up 200us percent and is 4 percent of portfolio
Would u advise trimming or selling at these prices? Or do u think the valuation is still reasonable so I can wait for them to run a bit
At what price would u think of trimming ?
Thanks
Atz is up 100plus percent and is 3 percent of portfolio
Cls $200 is up 200us percent and is 4 percent of portfolio
Would u advise trimming or selling at these prices? Or do u think the valuation is still reasonable so I can wait for them to run a bit
At what price would u think of trimming ?
Thanks
Q: I see you have ATZ in your tariff stock screener for discretionary. I have a 5.5% position - would you be reducing this if you had such a position? Thanks!
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Fortis Inc. (FTS)
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Brookfield Renewable Partners L.P. (BEP.UN)
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BRP Inc. Subordinate Voting Shares (DOO)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
Q: For the two situations below, if you were to buy only one of these two stocks at today’s prices, which would it be?
1. ATZ or DOO
2, BEP.UN or FTS
Thank you
1. ATZ or DOO
2, BEP.UN or FTS
Thank you
Q: You guys at 5 i used to be high on a buy for Celsius Holdings. It bounces up and down 2 to 3 per cent almost daily but the overall trend as been lower highs and lower lows. I don't want to liquidate my position because of the international growth opportunities for Celsius and the possible normalization of inventory levels of their "healthy" energy drinks with their distributor who is Pepsi. But the trend is not my friend for celsius. I have traded it a couple of times to bring down my acb but even that is making me nervous. I don't have much exposure to consumer staple nor consumer discretionary (I assume Celsius is considered to be discretionary?) so if I cut losses with celsius, what should I consider as a replacement?
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Salesforce Inc. (CRM)
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Toronto-Dominion Bank (The) (TD)
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Thomson Reuters Corporation (TRI)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Vanguard FTSE Developed All Cap ex North America Index ETF (VIU)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Construction Partners Inc. (ROAD)
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Galaxy Digital Holdings Ltd. ordinary shares (GLXY)
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Uber Technologies Inc. (UBER)
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RTX Corporation (RTX)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Could you please rank the following in terms of 2 year growth prospects, irregardless of risk? (first most growth, on down the road....) Thank you!
TD, SHOP, VIU, BN, RTX, ROAD, UBER, GLXY, CRM, TRI, ATZ
TD, SHOP, VIU, BN, RTX, ROAD, UBER, GLXY, CRM, TRI, ATZ
Q: I hold a small position of CROX in my TFSA and non-registered accounts with a small gain. With slowing growth in the forseable future, I am contemplating selling. Am I too quick to give up on CROX? If I sell what could you recommend I replace it with?Either Canadian or US exchanges. I would be leaning for a suggestion more suitable for TFSA account.
Many thanks
Many thanks
Q: I would appreciate an updated opinion on Groupe Dynamite. Thanks!
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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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Celestica Inc. (CLS)
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lululemon athletica inc. (LULU)
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TerraVest Industries Inc. (TVK)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Crocs Inc. (CROX)
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Propel Holdings Inc. (PRL)
Q: Hello 5i
Please tell me the expected 2025 growth rates for the above stocks.
Which order would you buy if different than highest to lowest growth?
Thank you
Dave
Please tell me the expected 2025 growth rates for the above stocks.
Which order would you buy if different than highest to lowest growth?
Thank you
Dave
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Galaxy Digital Holdings Ltd. ordinary shares (GLXY)
Q: What 3 stocks that you follow do you think are poised for rocket ship like maintained growth in the next 2 years?