Q: I have subscribed to the Daily Dirtnap newsletter for the past couple years and have enjoyed it. But lately its gotten to be too much self promotion and utter fluff. Is there other daily market newsletters that you are fans of and would recommend? Thank you
Q: Is the FOXF growth story broken or just terrible macro right now? Are they losing share to a competitor? They have had a bumpy ride with the earning shocks and wondering if they can still kick it back into high gear. Or if earnings will continue to deflate.
Q: Hi Peter. Curious what the picture in the background of your YouTube podcasts is? It looks like a newspaper clipping. Maybe one of your charity bike events? Just curious. If none of my business just say so ...
I am still sitting on the fence regarding sell half of my WELL in my TFSA.
What would be your pick as a replacement :
DCBO
DRX
I am looking at DRX over the other DCBO. Your comments are most welcome and I understand how you must respond in your answer and any other suggestions are most welcome.
Q: Hi Team,
Can you give a brief lowdown of EQB please. What is the bullish story with them? Strengths, risks etc. Do you see more upside in them compared to the traditional big banks? Also; looking back at a 10 yr chart on eqb they seemed to have struggled in the past to maintain any sort of uptrend. I see they had a big run up in 2019 and 2021 but only to have a drastic crash back down again. What caused the last crash in 2021 from the mid 150's to 75 range? And is this issue resolved? Is this a comeback story? I don't really know the history of the bank. Thanks
Q: Hi 5i Team - The share price of Argonaut Gold had a recent major one day drop and has shown little recovery since. Could you explain the one day drop in price and also your opinion on whether it is worth holding based on fundamentals and exploration as well as earnings potential. Also do you think the sell-off is overdone.
Thanks.
Q: Recently retired and looking for growth and income and looking for suggestions with FTS. Have owned for 5 years and currently up 10.48 % over that time. One of my weakest performers in my rrsp. What would you do with this? Sell outright and replace with? I’m considering H as I own both and H has outperformed with 69.86% over the same time period. Which would you prefer for the next 5 years? H? FTS? ( is there hope for FTS) or something else and which would be buyable today?
Thanks for all your guidance
Q: This is more a comment. This company has spend a significant (over $20 million) on R and D, in particular automation, over the last three years and the benefits are clear to see. The cfo told me that the new technology has performed beyond expectation and it is equivalent to employing 100 welders.
The dual share structure, while often maligned, does have its benefits. It means management has a huge incentive to get things right.
Q: Good morning,
In the industrial holdings in my portfolio I hold SIS and WSP. I’ve held SIS for quite some time. SIS seems to be a bit stagnant so I’m thinking of replacing it with AXON for increased growth. What do you think of such a switch?
Q: Thanks to Peter, Ryan and the 5i Team, my portfolio has recovered from the Tech Wreck of 2022. Much of this is due to my holdings in Nvidia and SMCI. I have been trimming some along the way up, but Nvidia is now over 12% and SMCI is over 6% of my portfolio. This time around, I'd like to hold on to my gains (unlike in 2022).
My questions are: What "sleep at night" ETF or stock might you suggest to put some of my profits into (sector doesn't matter)? Also, what percentage of your holdings would you be comfortable with SMCI going to?
My pension covers my living expenses, so I am able to take a little more risk.
Q: On February 14 Zach presented an overview of Payfare on the Monthly Roll Up Podcast . It sounded intriguing and it is now on my watchlist. Any further evaluation would be welcome. What metrics are important to watch as this company continues to develop?