Q: Hi , so at earnings release one year ago share price jumped 20 percent. Seems to be unusual in that the market wouldn’t anticipate this when there seems to be a lot of clarity in the company’s updates and outlook. Is the the current situation the same as last year and should we assume a similar outcome after earnings release on 11 Jan. Seems quite interesting as to how this will play out. Have a good un dudes.
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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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Apple Inc. (AAPL $264.58)
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Alphabet Inc. (GOOG $314.90)
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Microsoft Corporation (MSFT $397.23)
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Honeywell International Inc. (HON $243.97)
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JPMorgan Chase & Co. (JPM $310.79)
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Constellation Software Inc. (CSU $2,486.52)
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Restaurant Brands International Inc. (QSR $94.20)
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Alimentation Couche-Tard Inc. (ATD $83.80)
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Miscellaneous (MISC)
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Aritzia Inc. Subordinate Voting Shares (ATZ $127.25)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $69.20)
Q: A recent Financial Post article stated larger-cap, profitable and good cash flow stocks will be the place to invest in 2023. Would you please suggest 5 Canadian & 5 U.S companies that meet those conditions. Thanks … Cal
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goeasy Ltd. (GSY $117.50)
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Aritzia Inc. Subordinate Voting Shares (ATZ $127.25)
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Brookfield Corporation Class A Limited Voting Shares (BN $62.96)
Q: Top growth suggestions for early January TFSA?
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Constellation Software Inc. (CSU $2,486.52)
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BRP Inc. Subordinate Voting Shares (DOO $111.77)
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Alimentation Couche-Tard Inc. (ATD $83.80)
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Aritzia Inc. Subordinate Voting Shares (ATZ $127.25)
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Brookfield Corporation Class A Limited Voting Shares (BN $62.96)
Q: My 21 year Daughter has a small TFSA with some Stocks and a ETF. What are a few Growth stocks that you would recommend for the longer term. Looking for some suggestions for stocks that have good growth prospects and would be more that could buy and forget about.
Thank you
Thank you
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Restaurant Brands International Inc. (QSR $94.20)
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Aritzia Inc. Subordinate Voting Shares (ATZ $127.25)
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Crocs Inc. (CROX $100.04)
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InMode Ltd. (INMD $15.22)
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Celsius Holdings Inc. (CELH $48.32)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $69.20)
Q: What are a few non-tech, non-financial stocks that you are high on right now?
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Restaurant Brands International Inc. (QSR $94.20)
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goeasy Ltd. (GSY $117.50)
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Aritzia Inc. Subordinate Voting Shares (ATZ $127.25)
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Topicus.com Inc. (TOI $90.00)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $69.20)
Q: Hi Team,
Since it's near year end, I was wondering if you could list me some of your TOP PICK ideas for a 2023 TFSA contribution. I am looking for long term hold ideas. Thanks
Shane.
Since it's near year end, I was wondering if you could list me some of your TOP PICK ideas for a 2023 TFSA contribution. I am looking for long term hold ideas. Thanks
Shane.
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NVIDIA Corporation (NVDA $189.82)
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goeasy Ltd. (GSY $117.50)
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Aritzia Inc. Subordinate Voting Shares (ATZ $127.25)
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Axon Enterprise Inc. (AXON $433.91)
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InMode Ltd. (INMD $15.22)
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Brookfield Corporation Class A Limited Voting Shares (BN $62.96)
Q: Now the tax loss season is over which would be your favourite 4-6 re-buys for January.
Publish at your discretion.
Thank you
PB
Publish at your discretion.
Thank you
PB
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Bank of Nova Scotia (The) (BNS $105.75)
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Constellation Software Inc. (CSU $2,486.52)
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Descartes Systems Group Inc. (The) (DSG $91.78)
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TFI International Inc. (TFII $163.24)
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Kinaxis Inc. (KXS $124.20)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $172.89)
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Aritzia Inc. Subordinate Voting Shares (ATZ $127.25)
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Topicus.com Inc. (TOI $90.00)
Q: Hi Guys,
If you could wipe the slate clean, could you please list your top picks (minimum 8) for a balance Canadian portfolio.
Thanks
If you could wipe the slate clean, could you please list your top picks (minimum 8) for a balance Canadian portfolio.
Thanks
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Brookfield Renewable Partners L.P. (BEP.UN $43.61)
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Aritzia Inc. Subordinate Voting Shares (ATZ $127.25)
Q: I am retired and so I spend a lot of time on business TV and online financial literature. It seems negative for 2023. Also, some popular securities BEP.UN - it has not had an up day in ages and ATZ has been range bound for the past 2 months. Today, FM is down 5% with no explanations on the sites I have checked as to why it is down 5%. Hopefully 5i can shed some light on my question. Thank you,
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Enghouse Systems Limited (ENGH $17.12)
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Kinaxis Inc. (KXS $124.20)
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goeasy Ltd. (GSY $117.50)
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Lithium Americas Corp. (LAC $6.21)
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Tamarack Valley Energy Ltd. (TVE $9.77)
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Aritzia Inc. Subordinate Voting Shares (ATZ $127.25)
Q: I would like to crystalize some Gains in KXS and reduce my holdings to a small amount (just a place holder).
I would like to add to the others listed above in the order of your preference.
All stocks in my TFSA.
Thank you!
Albert
I would like to add to the others listed above in the order of your preference.
All stocks in my TFSA.
Thank you!
Albert
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Alphabet Inc. (GOOG $314.90)
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NVIDIA Corporation (NVDA $189.82)
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WSP Global Inc. (WSP $229.50)
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goeasy Ltd. (GSY $117.50)
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Aritzia Inc. Subordinate Voting Shares (ATZ $127.25)
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NV5 Global Inc. (NVEE $22.56)
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Lantheus Holdings Inc. (LNTH $73.87)
Q: Four Cnd. stocks, Four US. stocks, that you feel will return 10% in the next year.
Q: Any concerns with the CEO selling $70M in shares? When I first saw the announcement, I thought this was the company selling shares, but I believe this is the CEO selling a portion of his personal stake. How normal is this?
Q: I see in a news item that Brian Hill, founder and Exec Chair of ATZ, is selling $70M in shares for estate planning purposes. No price identified. The stock did sell off a bit but isn’t this insignificant? There is no dilution of returns among shareholders as no new shares are issued by the company.
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Apple Inc. (AAPL $264.58)
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Costco Wholesale Corporation (COST $985.27)
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Alphabet Inc. (GOOG $314.90)
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Microsoft Corporation (MSFT $397.23)
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CVS Health Corporation (CVS $76.69)
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Constellation Software Inc. (CSU $2,486.52)
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WSP Global Inc. (WSP $229.50)
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Kinaxis Inc. (KXS $124.20)
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Tricon Residential Inc. (TCN $15.34)
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goeasy Ltd. (GSY $117.50)
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Aritzia Inc. Subordinate Voting Shares (ATZ $127.25)
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INVESCO QQQ Trust (QQQ $608.81)
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Trisura Group Ltd. (TSU $46.55)
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iShares Russell 2000 Value ETF (IWN $200.92)
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Boyd Group Services Inc. (BYD $238.01)
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Topicus.com Inc. (TOI $90.00)
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Mulvihill Canadian Bank Enhanced Yield ETF (CBNK $12.63)
Q: Hi group i would like to add to the above names. In what order /why would you recommend. Would you do it now or wait for further clarity in the market I am sitting on 35% cash Thanks for your help with this.
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NVIDIA Corporation (NVDA $189.82)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $172.89)
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goeasy Ltd. (GSY $117.50)
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Aritzia Inc. Subordinate Voting Shares (ATZ $127.25)
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Trisura Group Ltd. (TSU $46.55)
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SVB Financial Group (SIVB)
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Crocs Inc. (CROX $100.04)
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Fox Factory Holding Corp. (FOXF $19.72)
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InMode Ltd. (INMD $15.22)
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Andlauer Healthcare Group Inc. Subordinate Voting Shares (AND $54.97)
Q: You mentioned yesterday you think there any many good companies that have the ability to double or triple in time. At this point could you give 5 US and 5 Canadian names?
Thanks
Thanks
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Miscellaneous (MISC)
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Aritzia Inc. Subordinate Voting Shares (ATZ $127.25)
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Five Below Inc. (FIVE $220.09)
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Crocs Inc. (CROX $100.04)
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Fox Factory Holding Corp. (FOXF $19.72)
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Pool Corporation (POOL $221.62)
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TopBuild Corp. (BLD $518.92)
Q: Hello 5i,
Continuing on Pietro’s question posted on Oct 31, 2022, please recommend a few (3 to 6 companies) good buying opportunities in the cyclical sector.
Thanks,
Roger
Continuing on Pietro’s question posted on Oct 31, 2022, please recommend a few (3 to 6 companies) good buying opportunities in the cyclical sector.
Thanks,
Roger
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Alphabet Inc. (GOOG $314.90)
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Salesforce Inc. (CRM $185.16)
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goeasy Ltd. (GSY $117.50)
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Aritzia Inc. Subordinate Voting Shares (ATZ $127.25)
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DexCom Inc. (DXCM $73.08)
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Lantheus Holdings Inc. (LNTH $73.87)
Q: I retired last year and then setup a consulting company which keeps me busy less than half time. My accountant advised that setup an investment portfolio within the business banking account. I am looking at one CND bank ETF (25%), One dividend ETF (40%), and one growth ETF. (25%) I would like to add one or two CDN or US growth stocks representing 10% of the portfolio. Can you please give me some choices for the one or two growth stocks? Thanks again!
Q: Why the big drop today??
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Apple Inc. (AAPL $264.58)
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Amazon.com Inc. (AMZN $210.11)
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Alphabet Inc. (GOOG $314.90)
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Microsoft Corporation (MSFT $397.23)
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Bank of America Corporation (BAC $53.06)
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JPMorgan Chase & Co. (JPM $310.79)
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Royal Bank of Canada (RY $236.00)
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Toronto-Dominion Bank (The) (TD $132.79)
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Constellation Software Inc. (CSU $2,486.52)
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Brookfield Renewable Partners L.P. (BEP.UN $43.61)
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Aritzia Inc. Subordinate Voting Shares (ATZ $127.25)
Q: In your answer to a question on BAM.a today you indicated that it is a company you are least worried about. What are a few other companies you are "least worried about"?
Q: Good day, can you please provide some comments on ATZ’s quarter? Much appreciated