Q: My portfolio shows 15.74 in technology. Would this include tech stocks in etfs I hold?
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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: GA; General Assembly Holdings what about it
- DuPont de Nemours Inc. (DD)
- Freeport-McMoRan Inc. (FCX)
- Honeywell International Inc. (HON)
- Lockheed Martin Corporation (LMT)
- Nucor Corporation (NUE)
- Union Pacific Corporation (UNP)
- Xylem Inc. New (XYL)
- Cemex S.A.B. de C.V. Sponsored ADR (CX)
- Schnitzer Steel Industries Inc. (SCHN)
- Reliance Inc. (RS)
- Jacobs Solutions Inc. (J)
- Trane Technologies plc (TT)
Q: Hi Everyone at 5i!!! With Biden’s objective to enhance American infrastructure, what companies and ETFs stand to benefit from this and which would be the best ones to invest in? The list can include the stocks that provide the raw materials to this project as well. Thank you , Tamara
- Constellation Software Inc. (CSU)
- Descartes Systems Group Inc. (The) (DSG)
- Kinaxis Inc. (KXS)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Docebo Inc. (DCBO)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- Topicus.com Inc. (TOI)
- Magnet Forensics Inc. Subordinate voting shares (MAGT)
Q: Over the last couple of months a lot of Canadian tech stocks have seen huge gains in a very short time.
CSU from $1,730 to $2,130
DCBO from $65 to $104;
DSG from $70 to $97;
KXS from $135 to $199;
LSPD from $85 to $131;
MAGT from $26 to $55;
NVEI from $100 to $161;
TOI from $80 to $125.
1) Do you think this is getting overdone and are we due for some kind of correction in this sector?
2) Are any of the above still good buys after these large, rapid price increases?
3) Are there any Canadian tech stocks that have "missed the party" so to speak, haven't seen large rapid price increases like those above, and are good buys currently?
Thanks.
CSU from $1,730 to $2,130
DCBO from $65 to $104;
DSG from $70 to $97;
KXS from $135 to $199;
LSPD from $85 to $131;
MAGT from $26 to $55;
NVEI from $100 to $161;
TOI from $80 to $125.
1) Do you think this is getting overdone and are we due for some kind of correction in this sector?
2) Are any of the above still good buys after these large, rapid price increases?
3) Are there any Canadian tech stocks that have "missed the party" so to speak, haven't seen large rapid price increases like those above, and are good buys currently?
Thanks.
Q: NEO-L
Duane recently had a question about Amazon being available to purchase on NEO-L. I don't understand what is involved here; can you pls describe how such CDRs work. I do not know even where / how to purchase them. Also, I am concerned with liquidity; on their website they state "CDRs will reference highly liquid global shares that trade on major exchanges around the world. Generally speaking, where the underlying shares has a high trading volume, the corresponding CDR is expected to have a high degree of liquidity.".
Will shares (units?) be easy to sell if one wants to dispose of a position? I believe these will make otherwise high priced stocks available to small investors. Can you think other advantages or disadvantages to buying? Last any other source of info you can point me to? Many thanks for your excellent service
Duane recently had a question about Amazon being available to purchase on NEO-L. I don't understand what is involved here; can you pls describe how such CDRs work. I do not know even where / how to purchase them. Also, I am concerned with liquidity; on their website they state "CDRs will reference highly liquid global shares that trade on major exchanges around the world. Generally speaking, where the underlying shares has a high trading volume, the corresponding CDR is expected to have a high degree of liquidity.".
Will shares (units?) be easy to sell if one wants to dispose of a position? I believe these will make otherwise high priced stocks available to small investors. Can you think other advantages or disadvantages to buying? Last any other source of info you can point me to? Many thanks for your excellent service
Q: Hello, I am up 1000% in DSG and have clearly held it for a long time. I believe in holding my winners, while watching portfolio weightings...It was blind luck rather than skill. Question, how is DSG going forward...any other lucky names especially in the tech sector . I am woefully incompetent here.
Q: Hello 5i Research
I have held Visa ,MasterCard and PayPal for a while in my US RRSP account and happy with the performance.Would consider them as an reopening stock and performance even better as people travel more and go out more.
Thanks
Claudio
I have held Visa ,MasterCard and PayPal for a while in my US RRSP account and happy with the performance.Would consider them as an reopening stock and performance even better as people travel more and go out more.
Thanks
Claudio
Q: It’s seems odd to me Topicus is listed in Vancouver.Do you see it moving to the Toronto exchange?
Q: MAGT This stock has had a good run. Would you consider it a buy at this time? Many thanks for your guidance.
- Bank of Nova Scotia (The) (BNS)
- BCE Inc. (BCE)
- Pembina Pipeline Corporation (PPL)
- Russel Metals Inc. (RUS)
- A&W Revenue Royalties Income Fund (AW.UN)
Q: I am looking to lock in some profits and hold a little more cash at the moment. The above stocks are ones I've done well on but are feeling a bit stagnant at the moment. I still like them but looking for ones to sell that have the least FOMO. BNS is probably already a for sure as I am overweight on it a lot at the moment. I have losses from the market downturn so taxes are not a major concern. What of these would you consider selling first if raising cash? I don't worry about sector weights.
Q: Please provide me with 6/7 high growth stocks & 3/4 value stocks for a minimum hold of 10years especially for Tfsa , Txs for u usual great services & views. As a aside,when is u next appearance on BNN?
Q: Could I have your updated opinion on this company. Thx
Q: What does 5i think about Quorum's Q2 report and current stock valuation for being a SaaS Company?
Q: Do you think their deal with Dole is material to their prospects?
- Fortis Inc. (FTS)
- Restaurant Brands International Inc. (QSR)
- Algonquin Power & Utilities Corp. (AQN)
- Leon's Furniture Limited (LNF)
- Brookfield Infrastructure Partners L.P. (BIP.UN)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
Q: I need in increase my portfolio weightings in Consumer Cyclical and Utilities. I currently hold AQN, BIP.UN and FTS in Utilities in roughly equal amounts and hold QSR and LNF for Consumer Cyclical with QSR double the holding of LNF. Should I add to my current positions to increase my weighting in both sectors or consider adding new stocks?
Q: Hi, Could you please comment on PHA earnings. Thank you
Q: Can you please comment on earnings
Q: Would drill results signify an immediate sell or is there hope for a bounceback?
Q: I am looking to sell half of my shares in TRP can you name two stocks that would have more upside in this space.
Q: I am thinking to sell TWTR and replace it with AMD or NVDA.
What do you think?
Thanks,
Milan
What do you think?
Thanks,
Milan