Q: Just a comment about the 'dot-com bubble' worry, if I may. I remember that there was a legitimate craze happening at that time. Any company that had a .com at the end of its name took off to astronomical prices based on nothing - no revenue, no customers, no book value. The tech companies we're talking about now are real, and it looks to me like they're riding a secular wave of demand for computing power related to real growth areas like AI, data centers, machine learning, virtual reality, and cloud computing. Granted, this won't last forever, and it's an open question as to how long they can grow at current rates, but at least you're not investing in thin air like the crowd was doing back in the 00's.
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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,
I read that with the move to passive investing that TRI would get less sales from advisors, etc. Is this a legitimate concern? Do its other business unit make up for the decline? Do you think the company still has good potential?
Thanks!
I read that with the move to passive investing that TRI would get less sales from advisors, etc. Is this a legitimate concern? Do its other business unit make up for the decline? Do you think the company still has good potential?
Thanks!
Q: Given the relatively flat prices in gold and silver recently, how would you assess SSR mining (SSRM) ?
Q: A question was asked about a Technical analysis report that you indicated would be issued in the next week or so. How can I access this report on your system?
Q: Hi 5iResearch Team,
I have held a position on XTC for since late 2013 and currently breaking even. I am thinking of liquidating my position on XTC and move on to either New Flyer (NFI) (CCL Industries or CCL Industries (CCL.B). Your thoughts on this would be appreciated.
Cheers,
I have held a position on XTC for since late 2013 and currently breaking even. I am thinking of liquidating my position on XTC and move on to either New Flyer (NFI) (CCL Industries or CCL Industries (CCL.B). Your thoughts on this would be appreciated.
Cheers,
Q: Compared to historcrical how does BNS look at present? fair value?
- Amazon.com Inc. (AMZN)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- Spectra7 Microsystems Inc. (SEV)
Q: Hi 5i team, what's ur thoughts on AI/AR/VR stocks. would you recommend any ?is there any canadian companies in this category to consider for my TFSA.
Q: I work lots of hours and am an emotional investor so I prefer to own funds in my portfolio.I want some international exposure and want to either invest in the Lorne Steinburg equity and junk bond fund or invest in the Edgehill Advantage funds both North America and international versions.Can you give me insight and your spin on this . Thanks
Q: Since your last comment a month ago, there has been a flurry of news including several new purchase orders, a solid earnings release and this morning, FCC and IC approval for their In-vehicle cellular device. With this in mind, I would appreciate an update. While acknowledging that it still has a small market cap, is there potential for SIM to become a candidate for your growth portfolio.?
Thanks as always. Karl
Thanks as always. Karl
Q: Hello,
Please let me know your view of the management team at Tinley Beverages. (a Cannabis beverage company in Canada and California) The new CFO, David Berman seems to have a good history, but I'd like to know more about the rest of the Team there.
Thank you,
Brian
Please let me know your view of the management team at Tinley Beverages. (a Cannabis beverage company in Canada and California) The new CFO, David Berman seems to have a good history, but I'd like to know more about the rest of the Team there.
Thank you,
Brian
- Trez Capital Mortgage Investment Corporation Class A Shares (TZZ)
- Dividend 15 Split Corp. Class A Shares (DFN)
- Premium Income Corporation Class A Shares (PIC.A)
- North American Financial 15 Split Corp. Class A Shares (FFN)
Q: A couple of others do not display above, MKZ.un, BSO, LCS & OSP. Is there a reasonable amount of safety in any of these Very High Di Payers? If a stock pays a Dividend > 8%....who cares if there is NO appreciation, as long as risk is limited.
Thanks as always!
Thanks as always!
Q: Is this a decent tax loss candidate for purchase?
Q: Can you address the payout ratio for Altagas? And also the debt level relative to competitors? How are they going to pay for the large acquisition next year and will this send their debt too high? Thanks.
Q: Please advise that last quarter results against what was expected? If you owned, would you sell for a tax loss or keep?
Q: If you owned PEY and had a 47% tax loss potential, would you crystallize the gain or hold the stock? Is there another equity that you would recommend replacing PEY with in the same sector if you recommend crystallizing the gain?
Q: Rht has had a very big move lately. It appears they are adding about 2000 patients per month, 6000 total by 2017 year end and 30000 2018. I listened to the conference call and found it very compelling on all fronts. Can you take a new look at it please.
Regards
Regards
Q: Any view on this one?
Q: Would you sell VII to crystallize a 39% gain and with the proceeds purchase PSK or some other equity in the same sector
Q: Good Morning
My question is about which preferred shares can be classified as being part of a FIXED INCOME component of a portfolio.
1. Would you classify the rate reset preferreds as part of a fixed income portfolio?
2. Would you classify also the perpetual preferred shares as part of a fixed income portfolio?
3. Would you classify only the investment grade preferred shares as part of a fixed income portfolio (e.g banks and insurance companies) ?
Some analysts include only rate resets and not perpetuals as part of Fixed Income. Yet others only the investment grade preferreds as part of fixed income.
What is your opinion?
My question is about which preferred shares can be classified as being part of a FIXED INCOME component of a portfolio.
1. Would you classify the rate reset preferreds as part of a fixed income portfolio?
2. Would you classify also the perpetual preferred shares as part of a fixed income portfolio?
3. Would you classify only the investment grade preferred shares as part of a fixed income portfolio (e.g banks and insurance companies) ?
Some analysts include only rate resets and not perpetuals as part of Fixed Income. Yet others only the investment grade preferreds as part of fixed income.
What is your opinion?
Q: Hi guys,
Can you give a list of your favourite capital allocators that have good track records of discliplined use of capital and have large enough markets available for investment opportunities should they arise.
Keep up the good work!
Can you give a list of your favourite capital allocators that have good track records of discliplined use of capital and have large enough markets available for investment opportunities should they arise.
Keep up the good work!