Q: It’s been quite a while since you’ve commented on NG Energy, could you please comment on management, insider ownership and balance sheet progression if any since you’ve last commented. What would it take to move this flatlined stock up? Thank you.
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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.
- Aspen Aerogels Inc. (ASPN)
- Parsons Corporation (PSN)
- Shift4 Payments Inc. Class A (FOUR)
- Cellebrite DI Ltd. (CLBT)
- TransMedics Group Inc. (TMDX)
- ReposiTrak Inc. (TRAK)
- AppFolio Inc. (APPF)
Q: Would you buy into the momentum of ASPN($16.98) , TMDX ($88.71) and CLBT ($11.85) at current valuations for a 2-year hold?
Can you provide 5 or 6 other stocks with similar growth profile in US or Canada?
How would you tank them?
Thanks
Can you provide 5 or 6 other stocks with similar growth profile in US or Canada?
How would you tank them?
Thanks
- iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO)
- iShares Core Canadian Universe Bond Index ETF (XBB)
- iShares Convertible Bond Index ETF (CVD)
- iShares Core Canadian Long Term Bond Index ETF (XLB)
- iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY)
- Vanguard Intermediate-Term Bond ETF (BIV)
Q: Good afternoon, I am realigning my RRSP account using geographic and asset type recommendations. The asset allocator recommends that 15% of my portfolio be in fixed income. Can you please recommend a few fixed-income ETFs? Also, should fixed-income holdings be mostly domestic or include international as well? Lastly, would you consider CASH.CA part of the fixed-income component of a portfolio or simply a place to keep cash until it is directed into another asset? Thank you in advance.
- AutoZone Inc. (AZO)
- Constellation Software Inc. (CSU)
- Intact Financial Corporation (IFC)
- WSP Global Inc. (WSP)
- Stantec Inc. (STN)
- Thomson Reuters Corporation (TRI)
- Alimentation Couche-Tard Inc. (ATD)
- Bird Construction Inc. (BDT)
- Ares Management Corporation Class A (ARES)
- Brookfield Corporation Class A Limited Voting Shares (BN)
Q: How would you rank the following stocks for long term growth based on their current evaluations?
Q: Upstart looks to have had a good couple of weeks climbing from $25 to $40. In answers to previous questions, mention was made of a very high short interest at the time. Can I please ask for your usual insightful analysis for the recent Upstart quarterly results, and whether their recent stock price climb can be attributed to their recent performance and future prospects in a declining interest rate environment, or well speculation and short covering? Is the stock worth holding onto for a few more Quarters and see if they benefit from declining interest rates or if they catch another everything-AI wave, or take the cash and invest elsewhere? Thanks kindly.
Q: Could I get your opinion on KLDiscovery as a "moon shot". Thanks Ron
Q: If you were looking to put on a gold trade at this time, would PHYS .TO be a good choice
It is up 38% in the past 52 weeks.
Do you see a good risk/ reward upside, in gold at this time? Or is it too late ?
Would you suggest another stock or ETF for gold exposure instead of PHYS.TO?
It is up 38% in the past 52 weeks.
Do you see a good risk/ reward upside, in gold at this time? Or is it too late ?
Would you suggest another stock or ETF for gold exposure instead of PHYS.TO?
- Constellation Software Inc. (CSU)
- Celestica Inc. (CLS)
- Descartes Systems Group Inc. (The) (DSG)
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Topicus.com Inc. (TOI)
- Lumine Group Inc. (LMN)
Q: I learned of something that I had never heard of before when someone adked 5i's opinion of "the magnificiant Seven Companies" and learned they are American companies. Also was impredded with your answers of why they made the list of 7.
This leads me to ask what 5i's opinion of what would you say the Mannificiant Seven Canadian companies been in the last 7 years with the expectation that they will be still in busines 7 years from now?
This leads me to ask what 5i's opinion of what would you say the Mannificiant Seven Canadian companies been in the last 7 years with the expectation that they will be still in busines 7 years from now?
Q: Peter; Did you see any news on TMDX to account for the quick jump - then drop back this am?
Thanks. Rod
Thanks. Rod
- Amazon.com Inc. (AMZN)
- Alphabet Inc. (GOOG)
- Intuitive Surgical Inc. (ISRG)
- Microsoft Corporation (MSFT)
- Constellation Software Inc. (CSU)
- Thomson Reuters Corporation (TRI)
- Alimentation Couche-Tard Inc. (ATD)
- goeasy Ltd. (GSY)
- Berkshire Hathaway Inc. (BRK.B)
- Brookfield Corporation Class A Limited Voting Shares (BN)
Q: What are the best 5 Canadian and US growth stocks at current valuations to hold forever…and you can still sleep at night?
Thanks
Thanks
Q: In the past you have commented on this co when it was called Salona Medical. would like a cuuent comment ,please, on it's new name Evome medical after the recent earnings report. Stock is up about 70% since published. Thanks
Q: Hi, Could you please comment on Tiny earnings. Thank you
- Toronto-Dominion Bank (The) (TD)
- Suncor Energy Inc. (SU)
- Canadian Natural Resources Limited (CNQ)
- Fortis Inc. (FTS)
- Restaurant Brands International Inc. (QSR)
- North West Company Inc. (The) (NWC)
- Magna International Inc. (MG)
- Premium Brands Holdings Corporation (PBH)
- Hydro One Limited (H)
- Nutrien Ltd. (NTR)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: you recently answered a question on august 13 about higher / better / safer quality dividend stocks with yields in the 3-5 % range (vs going after yields over 6 %).
What would you consider to be the top 10 of this 3-5 % yield higher quality dividend stock category?
What would you consider to be the top 10 of this 3-5 % yield higher quality dividend stock category?
Q: Clarification, with respect to your answer re the guess for the next rate on these Debs. The way I understand it is as follows
The rate is calculated via 6.5 Pus or minus the rate of change in inflation, not the rate of inflation. Thus is the change of roi is 2% next march the interest rate on the debs would be 6,5-2=4.5
From csu ir news release:
This new interest rate is equal to the annual average percentage change in the “All-items Consumer Price Index” published by Statistics Canada during the 12 month period ending on December 31,
The rate is calculated via 6.5 Pus or minus the rate of change in inflation, not the rate of inflation. Thus is the change of roi is 2% next march the interest rate on the debs would be 6,5-2=4.5
From csu ir news release:
This new interest rate is equal to the annual average percentage change in the “All-items Consumer Price Index” published by Statistics Canada during the 12 month period ending on December 31,
- Super Micro Computer Inc. (SMCI)
- Aspen Aerogels Inc. (ASPN)
- Palantir Technologies Inc. Class A (PLTR)
- Cellebrite DI Ltd. (CLBT)
- TransMedics Group Inc. (TMDX)
- Nextracker Inc. (NXT)
Q: Hi 5i Team,
I currently own Super Micro and Nextracker and wondering if you would prefer a switch into TMDX, ASPN, CLBT and PLTR? How would you rank the 6 for a hold over the next 3-5 years?
Thanks as always,
Jon
I currently own Super Micro and Nextracker and wondering if you would prefer a switch into TMDX, ASPN, CLBT and PLTR? How would you rank the 6 for a hold over the next 3-5 years?
Thanks as always,
Jon
Q: Which of the following ETFs has the biggest potential return if interest rates continue to go down: XCB XLB ZRE
Q: In responding to a question regarding ZSML in Nov 2021 you stated "While volume is low, it has $351M in assets, and is likely quite profitable for the bank at that level." I see that, according to TDW, it now has $166.2M in assets. At this lower level would you still see it as profitable for the bank? Are the assets lower due to investors selling units? You have indicated recently that small caps could be coming into their own, so is ZSML a good option to add to my small caps at this time? Many thanks.
Q: Do you have a preference between PSU and PSA?
Q: At what price does SPB become compelling?
Q: Could you please confirm what the new dividend yield will be for Aqn after the reduction just announced.