Q: Have some new money for the tech sector. Would you chose ENGH or SYZ and why? Thanks Ron
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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: HI 5i team,
Which of the two cloud companies would you consider the better investment and why?
Thanks.
Ken
Which of the two cloud companies would you consider the better investment and why?
Thanks.
Ken
- Amazon.com Inc. (AMZN)
- Twilio Inc. Class A (TWLO)
- ServiceNow Inc. (NOW)
- Avalara Inc. (AVLR)
- CrowdStrike Holdings Inc. (CRWD)
- Cloudflare Inc. Class A (NET)
Q: HI, 5i team,
What are a few of your best Cloud Companies.
Ken
What are a few of your best Cloud Companies.
Ken
Q: Both Sierra and Aura have excellent financials but seem evenly matched on their current “race to the bottom” vis-a-vis their stock price. Would your recommendation be to:
A) sit back and take Aura’s occasional dividend payout
B) sell
C) buy more should the decline finally hit bottom?
Thanks for your perspective.
A) sit back and take Aura’s occasional dividend payout
B) sell
C) buy more should the decline finally hit bottom?
Thanks for your perspective.
Q: I was given TOI shares for owning CSU. I am not selling, but when I do , what is the capital gain on the shares? Is it 100% because they were free? My bank shows them as all gain.
Q: I have read your recent report on this company and reviewing with the possibility of taking a position.
My concern is that in the history of questions you were not particularly in favor of this company for various reasons.
Can you review and be more specific to your apparent change to your view.
Thanks John
My concern is that in the history of questions you were not particularly in favor of this company for various reasons.
Can you review and be more specific to your apparent change to your view.
Thanks John
Q: Interested in buying semis here…can you give me your thoughts on TSM and QCOM? Is there a preference and is there much/any overlap in their businesses? Thank you.
Q: When does MRS next report and what is expected? Also, what is the situation with DND? Any further word on management's offer? When does it next report and what is expected?
Q: Good morning,
It looks like NVDIA posted excellent results - would like your take on the results and also your advice for someone who wants to start a position. Do you think it is wise to invest now or wait a little, and what would be a good entry price? The markets seem a little jittery as of late.
Thank you!
It looks like NVDIA posted excellent results - would like your take on the results and also your advice for someone who wants to start a position. Do you think it is wise to invest now or wait a little, and what would be a good entry price? The markets seem a little jittery as of late.
Thank you!
Q: In Feb. 5i was asked to pick TOI or U for growth since then Unity is flat and TOI has doubled. At that time Unity was preferred. by 5i . Would Unity still be preferred or is TOI better for growth going forward? Looks like both companies put up good #s recently.Thoughts please? Thx
Q: I'm looking at a 2-4 year hold,which one was of these Lithium companies would buy for growth and could you rank them from 1-10 10 being the best and resons why ....thank you
Q: Can i please have your analysis on this company's recently announced earnings. Do you see continued growth? Any thoughts and comments would be appreciated. Thanks.
- Brookfield Renewable Partners L.P. (BEP.UN)
- Algonquin Power & Utilities Corp. (AQN)
- Northland Power Inc. (NPI)
- Boralex Inc. Class A Shares (BLX)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: Hi 5i,
do you think AQN, BEP.UN, BEPC, BLX and NPI might experience some tax loss selling pressure for the remainder of 2021?
Can you rate them in order of purchase preference with #1 being the most favoured for an income portfolio.
thanks
do you think AQN, BEP.UN, BEPC, BLX and NPI might experience some tax loss selling pressure for the remainder of 2021?
Can you rate them in order of purchase preference with #1 being the most favoured for an income portfolio.
thanks
Q: Is the growth thesis still in tact for ROKU? It has been very week of late. Would you buy at these levels?
Thank you
Thank you
Q: I had 2506 shares of BPY.UN before the merger.
Now I have 228 shares of BAM.A and 164 shares of BPYP.PR.A. The value of these two spinoffs is about $40,000 less then the 2506 shares of BPY.UN. Why is this?
Also should I sell those latter two as they only comprise 0.55% and 0.18% of the portfolio or combine the two and add to BAM.A.
Does this also mean I am reduced in real estate as a result of the merger?
Thanks Please deduct as many credits as needed.
Jeff
Now I have 228 shares of BAM.A and 164 shares of BPYP.PR.A. The value of these two spinoffs is about $40,000 less then the 2506 shares of BPY.UN. Why is this?
Also should I sell those latter two as they only comprise 0.55% and 0.18% of the portfolio or combine the two and add to BAM.A.
Does this also mean I am reduced in real estate as a result of the merger?
Thanks Please deduct as many credits as needed.
Jeff
Q: Big bounce today on no news! (?) I've owned this since joining 5i. It has gone in and out of market favour but I've always enjoyed the dividend. I've been picking up dividend stocks for the last year and done well but I am not expecting a lot of growth from them from here. SYZ should get some decent growth and the yield is healthy. I like the SaaS field and this being tied to government work - which seems a way to get some beta away from the market business cycle. Does it really fit this bill? Yield makes me patient how do you see it over all?
TIA
TIA
Q: Good day. I realize it is early days but what are your impressions of this company. Thank you.
- Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
- Granite Real Estate Investment Trust (GRT.UN)
- InterRent Real Estate Investment Trust (IIP.UN)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: I recently submitted a question about possibly under-levered reits, and was surprised to receive an answer about "cheap" reits. To my mind these are quite different concepts.
Q: can you list the companies of Brookfield in order of best to least likely to invest in and comments on BAMR and BAM if worth investing in and if so which one first?
Q: BHP recently reported good results but also signalled it is getting out of gas and oil. The share price has dropped substantially and I'm wondering if you can shed some light on this reality. I hold it as an ADR and am wondering if i am entitled to the shares of Woodside that are supposed to be compensation for its exit of oil and gas.