Q: thoughts on Q results for Glxy/t, and your opinion going forward, is there much difference in performance, etc... of glxy vs Defi/t... thanks as always, jb
Q: First of all, thank you 5I for all these companies.
These are my only holdings in tech at the moment.
I have a present LOSS of 3.76% on GLXY;
a GAIN OF 52.08% on Lumine;
a GAIN of 57% on SHOP,
and a GAIN of 19.99% on TOI.
Needless to say, I'm very happy with these returns, even if GLXY is wobbling at the moment.
Do you see this as a good time to add to all/any of these positions at this time, with a quick rationale.
I still have lots of room to add to my tech positions at this time, so if I'm not adding to these, would you recommend another "growthy" company or two.
Thanks to 5 I, I've killed my "Chicken Little" personality from long ago, and am quite comfortable riding out the vacillations of the marketplace. : )
Q: These two seem to be in the same "space". I'm not sure if they are competitors. I'm also trying to better understand this crypto market. Both appear to have potential and I understand that they are risky and I assume they both will move with the price of bitcoin.
I would like to have a small position. Do you recomend one over the other or a small position in each. Thanks John
Q: Can I please have your updated opinion on GLXY? What do you expect from upcoming earnings? Will it look extremely cheap based on annualized quarterly earnings? Do you expect the Nasdaq listing in the next 6 months or is it just a distant hope at thus point?
I am looking at adding a half position of one of the above companies in my TFSA. Can you please rank them in order with the most potential return over the next 3 years. Thanks
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.
Q: So how many people do you know that have asked “ why does a stock fall everytime after I buy it ? “ I bought GXLY the day before DEEPSEEK. LOL. Derek
My Taxable Account is CAN only 3 months old. I'm lucky enough to restructure my entire portfolio these past few months for some optimization.
The goal outperformance of XIC. Large and midcap growth primarily. Core moat players as well. I'm shifting back to a more concentrated stock portfolio.
I add underperformers and cyclicals for boosts outside of my core. ie: NTR, TD, LUG
thus far this year.
Core by weight;
CSU, TFII
DOL, DSG, SHOP, WSP
BN, CNQ, STN, CLS, TRI
TVK.
Outside of materials, gold; no retail; no reits. If this was you. Do you add a company that doesn't meet your growth expectation/debt/cash flow etc for balance ie ENB.
Or add to your current.
Looking for your sage advice as well as 2 potential core additions or adds and 2 other high conviction torque. No parameters.
Q: The 5i team review GLXY in July 2024 with what I understand to be a moderate upside potential with some risk. The stock has gone form $18 to $34. I believe that you still like the stock but maybe for different reasons. Could I have your current thoughts please?