Investment Q&A

• Whitecap Resources Inc. (WCP)
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Q: Hi 5i, your impression of Whitecap Resources earnings please.

Thanks

Upvote 8

Read Answer Asked by hank on July 26, 2024

• FirstService Corporation (FSV)
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Q: May I have your comments on earnings please

Upvote 5

Read Answer Asked by Margot on July 26, 2024

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Q: Could you please comment on the results and status of SBC. Thank You

Upvote 16

Read Answer Asked by rajeev on July 26, 2024

• Algonquin Power & Utilities Corp. (AQN)
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Q: with rates coming down would one average down? what is latest on Co. they were trying to sell assets?

Upvote 2

Read Answer Asked by Gilles on July 26, 2024

• Cellebrite DI Ltd. (CLBT)
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• Cellebrite DI Ltd. Warrants (CLBTW)
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Q: Peter; Can you comment on this company- momentum, earnings etc. are the warrants priced reasonably assuming analysts estimates ? Thanks.
Rod

Upvote 1

Read Answer Asked by Rodney on July 26, 2024

• Orvana Minerals Corp. (ORV)
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Q: your view on orvana and recent production news
thank you

Upvote 1

Read Answer Asked by howard on July 26, 2024

• TFI International Inc. (TFII)
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Q: What are your thoughts on their earnings

Thanks for the great service

Upvote 5

Read Answer Asked by Hector on July 26, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: Would you add to shop here?

Upvote 3

Read Answer Asked by sean on July 26, 2024

• Chipotle Mexican Grill Inc. (CMG)
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Q: With the share price almost 25% down in the last month following the share split would you consider this restaurant chain as a good investment for the long term ? Also what do you think of yesterday numbers ? Thanks !

Upvote 5

Read Answer Asked by jean on July 26, 2024

• Celestica Inc. (CLS)
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• Kinaxis Inc. (KXS)
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• TerraVest Industries Inc. (TVK)
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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• WELL Health Technologies Corp. (WELL)
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• Topicus.com Inc. (TOI)
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• Propel Holdings Inc. (PRL)
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• Lumine Group Inc. (LMN)
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Q: i hold a number of these small cap names. I do not hold CLS or TVK. At current pricing what order would you add to these names, what names do you think are very attractively priced right now?

Thanks
Tim

Upvote 38

Read Answer Asked by Timothy on July 26, 2024

• Canadian Utilities Limited Class A Non-Voting Shares (CU)
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Q: CU has had an uptick as have most stocks but I'm still underwater. Do you think it is time to sell and move on. If so, what stock would you suggest to replace it?
Thanks as always

Upvote 4

Read Answer Asked by Thomas on July 26, 2024

• Givex Corp. (GIVX)
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Q: Your current thoughts please.
Thank you

Upvote 2

Read Answer Asked by Bill on July 26, 2024

• KKR Real Estate Finance Trust Inc. (KREF)
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Q: KREF's near term earnings prospects seem quite buoyant. Is it worth further investigation?
Best regards,

David

Upvote 1

Read Answer Asked by David on July 26, 2024

• Otis Worldwide Corporation When Issued (OTIS)
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Q: May I have your opinion on OTIS and in particular it's growth profile. Thanks.

Upvote 1

Read Answer Asked by Gerry on July 26, 2024

• Cameco Corporation (CCO)
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Q: Good morning,

Looking to understand reasons for recent weakness in CCO?

Thank you

Upvote 2

Read Answer Asked by Brad on July 26, 2024

• Apple Inc. (AAPL)
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• Alphabet Inc. (GOOG)
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• Microsoft Corporation (MSFT)
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• NVIDIA Corporation (NVDA)
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• Crocs Inc. (CROX)
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• CrowdStrike Holdings Inc. (CRWD)
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• Vertiv Holdings LLC Class A (VRT)
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• Celsius Holdings Inc. (CELH)
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Q: A number of good names in US have significantly pulled back recently. Do you consider the names above buys at current prices? What order would you be buying these names, is there any of these names you would wait for better entry points? Please deduct credits appropriately.

Thanks
Tim

Upvote 31

Read Answer Asked by Timothy on July 26, 2024

• Applied Materials Inc. (AMAT)
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• Micron Technology Inc. (MU)
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• NVIDIA Corporation (NVDA)
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• QUALCOMM Incorporated (QCOM)
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• ON Semiconductor Corporation (ON)
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• Marvell Technology Inc. (MRVL)
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• Dell Technologies Inc. Class C (DELL)
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• Vertiv Holdings LLC Class A (VRT)
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Q: On a scale from 1 to 10, what number would you assign the following eight stocks where 10 represents the most upside and 1 the least, and what letter grade would you give them where an A represents the least risk and an F the most?

NVDA, VRT, MU, DELL, QCOM, MRVL, ON, AMAT

Upvote 20

Read Answer Asked by Brian on July 26, 2024

• Roper Technologies Inc. (ROP)
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• United Rentals Inc. (URI)
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Q: Hi,
Have held ROP for many years and done well. Can you please comment on recent earnings which clearly street not happy with. What are your thoughts on a switch from ROP to URI, a company I have wanted to buy for a long time? What is good price for URI? Thank you!

Upvote 2

Read Answer Asked by Neil on July 26, 2024

• iShares S&P Global Consumer Discretionary Index ETF (CAD-Hedged) (XCD)
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Q: Is this a good ETF for consumer discretionary if someone does not want to own stocks in this sector? Would a 5% weight be ok or would it be considered too low for a ETF ?

Thanks

Upvote 2

Read Answer Asked on July 26, 2024

• iShares Russell 2000 Growth ETF (IWO)
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• iShares S&P/TSX SmallCap Index ETF (XCS)
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• Vanguard Small Cap Growth ETF (VBK)
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• IJTiShares S&P Small-Cap 600 Growth ETF (IJT)
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Q: Hi there,

Can you comment on the strength of small and mid caps going forward and give me 1 US and 1 Cdn etf to look at?

Ok thanks!

Upvote 3

Read Answer Asked by Robert on July 26, 2024