Q: Do you see any compelling valuations so far that are peaking your interest? Current holdings or new additions?
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
- Adobe Inc. (ADBE)
- NVIDIA Corporation (NVDA)
- CAE Inc. (CAE)
- Great Canadian Gaming Corporation (GC)
- Kinaxis Inc. (KXS)
- Alimentation Couche-Tard Inc. (ATD)
Q: "This is the chance I've been waiting for". Based on the market sell-off and a scenario where I have no stock holdings and want to build a new portfolio, which 6 Canadian companies do you believe:
1. have the most short and long term upside potential based on the fact that they are now undervalued
2. have the strongest fundamentals to power them upward
3. are located in the right sectors
Yet still, because of the nature of their business, are somewhat insulated from the current negative market conditions.
Which companies should I buy today?
I thank you for your guidance.
1. have the most short and long term upside potential based on the fact that they are now undervalued
2. have the strongest fundamentals to power them upward
3. are located in the right sectors
Yet still, because of the nature of their business, are somewhat insulated from the current negative market conditions.
Which companies should I buy today?
I thank you for your guidance.
Q: Can you give me an update on QIS and the reason it would be down so much today after last week debacle and the good news of the dealership management system expansion on Feb 13th?
Thank you
Thank you
- Apple Inc. (AAPL)
- Costco Wholesale Corporation (COST)
- NVIDIA Corporation (NVDA)
- Starbucks Corporation (SBUX)
- Raytheon Company (RTN)
- Walmart Inc. (WMT)
- Atlassian Corporation (TEAM)
- Alteryx Inc. Class A (AYX)
Q: You provided a CDN wishlist in today's comments to get us started. Thank you. Could we please get the US equivalent?
Thank you.
Thank you.
Q: What do you think about BKNG after the recent pullback due to expected decrease in travel bookings? Is this a good opportunity to buy this growth company? Thx
Q: Whats expected from ENGH on Thursday? Thx
Q: Good morning 5i
H&R owns a 33% interest in ECHO, a privately held real estate and development company that owns a portfolio of grocery-anchored shopping centres in Pennsylvania and Ohio. H&R receives updates on ECHO's results "one month in arrears".
Does 5i have any information on the quality of this portfolio, and/or on the financial strength of H&R's partners? Does 5i view ECHO as a solid piece of H&R's overall asset base, or more of a question mark?
Thank you for your input.
Edward
H&R owns a 33% interest in ECHO, a privately held real estate and development company that owns a portfolio of grocery-anchored shopping centres in Pennsylvania and Ohio. H&R receives updates on ECHO's results "one month in arrears".
Does 5i have any information on the quality of this portfolio, and/or on the financial strength of H&R's partners? Does 5i view ECHO as a solid piece of H&R's overall asset base, or more of a question mark?
Thank you for your input.
Edward
Q: of all the chip stocks am i to assume your favorite is nivida.
dave
dave
Q: Hello Team,
What are your thoughts on CWB particularly on the last quarters financials and in comparison with the 'Big 5'?
What are your thoughts on CWB particularly on the last quarters financials and in comparison with the 'Big 5'?
Q: Are Sangoma and Questor still two of your favourite small caps and would current price be a decent entry level?
- Kirkland Lake Gold Ltd. (KL)
- Roku Inc. (ROKU)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: Hi,
I own these 3 stocks as I am a high growth investor .
The market is up over 5% today while my stocks are either down or up less than 1%. Even some cruise line stocks are up more than the 3 stocks I own.
May I get your opinion on them?
Thank you
I own these 3 stocks as I am a high growth investor .
The market is up over 5% today while my stocks are either down or up less than 1%. Even some cruise line stocks are up more than the 3 stocks I own.
May I get your opinion on them?
Thank you
Q: Artis Reit's strategic review seems to have drummed up some interest from more than one party including management (Not sure if that means they would want to take the company private, perhaps you could elaborate on that as well). Management I believe has quite a bit of "skin in the game" and they seem to think the shares are cheap because they are trading so much below NAV. What is your expert opinion? Is AX.un a good takeover candidate? On a side note, how reliable are real estate NAVs? I assume the price of all the real estate is valued if everything was sold on a orderly basis so that maximum value could be extracted, as opposed to rapid liquidation. I guess a more precise question I am asking is, "Are real estate NAVs realistic or can they be inflated?" The fact that Artis is buying back so many shares makes me think management is confident that the share are undervalued. I guess the 5 cent per month dividend gets easier to pay when they reduce the share count.
Q: Alaris announced today the sale of Sandbox Acquisitions and Sandbox Advertising to a third party buyer at a material reduction to their initial offer. Why did the purchaser materially reduce their initial offer and why would Alaris have accepted it? Is this a good move overall by Alaris to have disposed of these companies?Thanks Gordon
Q: Could you please give me your views on the implications of the sale of Sand Box . Thanks...Steve
Q: Any reason for the recent weakness, especially the 9% drop today in a strong market Txs for u usual great services & views
Q: On BNN today,your ex collegue,Rick Rule stated that MMX is a strong buy.It has dropped from $7.28H on Jan 2 to current $5.47.Any reasons? Is this a good time to start a position? or better to stick to the big caps per u email of Mar 1 Txs for u usual great services & views
- Microsoft Corporation (MSFT)
- The Walt Disney Company (DIS)
- TMX Group Limited (X)
- Match Group Inc. (MTCH)
- Uber Technologies Inc. (UBER)
Q: Prof Galloway (pivot/section4/etc) talks a lot about unregulated monopolies, are there any companies that you would recommend (outside of the traditional faang names) that might be able to grow into this category? (canada or us)
thanks
thanks
Q: You don't hear often about this one, but it was a solid performer over the years. Equal weigh and reballancing appeal to me .
Any comment'd be appreciated.
Any comment'd be appreciated.
Q: This is an emerging life science technology company, that develops and sells instruments, consumables, and software for analyzing biological systems. The story seems to be quite positive. Do you have any insights into this?
Q: Hi 5i team,
Found this SP500 chart interesting to share "the reasons for selling " but the nice thing with the chart " You see why you don't have to sell"
Regards,
https://mobile.twitter.com/michaelbatnick/status/1233418188207067138
Found this SP500 chart interesting to share "the reasons for selling " but the nice thing with the chart " You see why you don't have to sell"
Regards,
https://mobile.twitter.com/michaelbatnick/status/1233418188207067138