Q: I'm down about 20% or so on this one. I know you're against averaging down, from what I've read, but do you see long term (5+ years) value at these prices?
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.
Q: Hi Peter, can I get your view on QEC and any reason for the up tick today. Is there hope for this company. Thanks, Nick
- Nutanix Inc. (NTNX)
- Super Micro Computer Inc. (SMCI)
- Crocs Inc. (CROX)
- Axon Enterprise Inc. (AXON)
- Vertiv Holdings LLC Class A (VRT)
- Celsius Holdings Inc. (CELH)
- Nextracker Inc. (NXT)
Q: Hi team,
In your reply to Ric this morning, you provided an interesting list of Canadian agressive growth stocks.
Could you provide a list of aggressive US growth stocks ?
Gratefully,
Jacques IDS
In your reply to Ric this morning, you provided an interesting list of Canadian agressive growth stocks.
Could you provide a list of aggressive US growth stocks ?
Gratefully,
Jacques IDS
Q: CSU ROIC was 28.8% in 2020 and has been dropping each year since to 17.93 in 2022 and 14.15% TTM, is this something to be concerned about?
Q: What is keeping TOU at these prices? I would like to buy some shares but can't see its value at present gas prices. Is it that we are presently experiencing winter in North America. Should one chase the price or wait for a pull back? At what price would 5i feel is a good entry?
Thank you
Thank you
Q: How things change, 6 months ago or the past year, so many questions on where to deposit money for a 4% yield, than the market goes up nicely and no more questions on money markets. Now i suppose those that missed out are now trying to catch up at higher stock prices. Once Again buy good stocks with earnings and stay invested.
- Purpose High Interest Savings Fund (PSA)
- CI High Interest Savings ETF (CSAV)
- Global X High Interest Savings ETF (CASH)
Q: Hello, the distribution paid by these ETFs is starting to come down, even before the new rules becoming effective Jan 31th. Distributions will also follow the BoC rate when it starts going down as well. What would happen if shareholders start selling PSA, CSAV or CASH en masse? Is there some sort of marketmaker for these ETFs that, no matter what, will keep the share price close to NAV? Thanks.
Q: Hello 5i, Could you comment on if POW has a position in ATD and if so what is the size of the position. Also is ATD active in Europe?
Q: Is Microstrategy a buy based on their current bitcoin holdings at the current bit coin price of approx. 44000. What is the outlook of their overall business, cash flow, and future earnings excluding bitcoin. Thanks so much for your analysis.
Q: Just a follow up question. If I decide to sell NBLY now, could you recommend 5 of your favorite stocks to replace it in my TSFA?
Thanks
Dave.
Thanks
Dave.
Q: Your views on its high TTM P/E ration of 224. Is it normal of this kind of high P/E in Insurance sector?
Thanks
Thanks
- Purpose Bitcoin ETF (BTCC)
- CI Galaxy Bitcoin ETF (BTCX.B)
- iShares Bitcoin Trust ETF (IBIT)
- Fidelity Wise Origin Bitcoin Fund Beneficial Interest (FBTC)
Q: Hi 5i team,
I am wondering if we should switch from the Canadian to the US spot Bitcoin ETFs, which have lower fees and higher liquidity. The US ETFs charge as low as low as 0.20%, while the Canadian ones charge around 0.88%. The US ETFs also have more trading volume and assets than the Canadian ones.
However, moving to the US ETFs would also involve some costs and risks, such as currency conversion, tax implications, and exchange rate fluctuations. It might also be too early to judge the performance of the US ETFs, as they are very new.
Please share your thoughts.
Best,
Matt
I am wondering if we should switch from the Canadian to the US spot Bitcoin ETFs, which have lower fees and higher liquidity. The US ETFs charge as low as low as 0.20%, while the Canadian ones charge around 0.88%. The US ETFs also have more trading volume and assets than the Canadian ones.
However, moving to the US ETFs would also involve some costs and risks, such as currency conversion, tax implications, and exchange rate fluctuations. It might also be too early to judge the performance of the US ETFs, as they are very new.
Please share your thoughts.
Best,
Matt
- iShares Bitcoin Trust ETF (IBIT)
- Fidelity Wise Origin Bitcoin Fund Beneficial Interest (FBTC)
- Bitwise Bitcoin ETF Beneficial Interest (BITB)
Q: Hi, this new ETF ‘s bitcoin from USA. Is there any you would recommend?
Thanks. Alnoor
Thanks. Alnoor
Q: Should I sell my shares at $18.30 after the jump this morning or hold onto the shares till March 29 2024 and receive $18.50? Could you also explain what a CVR is and does it mean we have to hold till 2026??
Thank you
Dave.
Thank you
Dave.
- Toronto-Dominion Bank (The) (TD)
- Sun Life Financial Inc. (SLF)
- National Bank of Canada (NA)
- goeasy Ltd. (GSY)
Q: Expanding on my recent question about my desire to reduce exposure in the Financial Services sector, today's article in the Globe & Mail is of concern:
"Non-prime lenders warn thousands of borrowers they could be cut off because of new maximum interest rates"
Should this cause me to rethink my strategy to reduce TD to raise the cash? As you pointed out in your answer, GSY is significantly riskier than the our other holdings in this sector.
We are seniors (75 & 80) and the stocks referred to are in a RRIF.
Your thoughts? Thanks!
"Non-prime lenders warn thousands of borrowers they could be cut off because of new maximum interest rates"
Should this cause me to rethink my strategy to reduce TD to raise the cash? As you pointed out in your answer, GSY is significantly riskier than the our other holdings in this sector.
We are seniors (75 & 80) and the stocks referred to are in a RRIF.
Your thoughts? Thanks!
Q: I try and invest in companies that have the potential to become long-term compounders and then hang on tight for many years. TIXT has pooped the bed, but going forward, do you think that TIXT is likely to become a long-term compounder? Is this the vision of their management?
Thanks.
Thanks.
Q: Would you buy both of these ETF's or is just one needed?
Thanks
Thanks
Q: Hi 5i
Currently a share holder of WBA....
Regarding previous 5i comments about WBA, its debt and large dividend.......
Now that WBA has cut dividend by nearly 50%, where do you see it going from here?
Is it a good time to consider or still require wait and see? Attractive entry point at what price?
What has to happen next in this story?
Thx
jim
Currently a share holder of WBA....
Regarding previous 5i comments about WBA, its debt and large dividend.......
Now that WBA has cut dividend by nearly 50%, where do you see it going from here?
Is it a good time to consider or still require wait and see? Attractive entry point at what price?
What has to happen next in this story?
Thx
jim
Q: on friday i asked:
why do 4 different S&P 500 index funds all have different dividend yields?
To simplify, if we narrow it down to just VFV and VOO, it is the 15% witholding tax on VFV that accounts for the difference. In an RRSP VOO gets exempt.
It seems like we are getting punished for purchasing a Canadian domiciled fund.
So then it comes down to picking the best of 2 bad options:
VOO and pay roughtly 1.5% exchange on the purchase and then again on the sale
or
VFV and always pay a 15% witholding tax on dividends.
Have i misconstured anything?
Is it still a cointoss between VFV and VOO
why do 4 different S&P 500 index funds all have different dividend yields?
To simplify, if we narrow it down to just VFV and VOO, it is the 15% witholding tax on VFV that accounts for the difference. In an RRSP VOO gets exempt.
It seems like we are getting punished for purchasing a Canadian domiciled fund.
So then it comes down to picking the best of 2 bad options:
VOO and pay roughtly 1.5% exchange on the purchase and then again on the sale
or
VFV and always pay a 15% witholding tax on dividends.
Have i misconstured anything?
Is it still a cointoss between VFV and VOO
Q: Hi,
I am wanting to start a position int TOU but need to raise the cash. Below is where I am thinking of raising the cash.
I have positions in the following:
ENB 6.35 % ( I do not want to sell)
SU 1.33% ( Sell Full position)
TRP 1.13 % (Sell Full Position)
That leaves me with KEY at 4.22% and PPL at 2.78% To get my 5% weighting in TOU I can decide on whether to sell PPL or KEY.
Your thoughts? Does it make sense?
Jimmy
I am wanting to start a position int TOU but need to raise the cash. Below is where I am thinking of raising the cash.
I have positions in the following:
ENB 6.35 % ( I do not want to sell)
SU 1.33% ( Sell Full position)
TRP 1.13 % (Sell Full Position)
That leaves me with KEY at 4.22% and PPL at 2.78% To get my 5% weighting in TOU I can decide on whether to sell PPL or KEY.
Your thoughts? Does it make sense?
Jimmy