Q: Please share your analysis of ARM holdings, do they have some sort of competitive advantage? What is your view on valuation?
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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: would like your view on rx, last i could find was may 2023.
thank you
thank you
Q: IDEAYA Biosciences, Inc. (IDYA). Please give me your opinion about this company for next three to five years. Thanks
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Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC)
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Brookfield Business Corporation Class A Exchangeable Subordinate Voting Shares (BBUC)
Q: I own both and would like to consolidate into one. Stock appreciation is more important than the dividend.
Thanks
Thanks
Q: In view of recent insider buying, is this a signal there may yet be some hope, or is it time to bail?
Q: Good morning 5i Team,
If considering buying NTR, FNV or CCO for a 1-2 year hold, could you please rank your current preference with a brief comment. Thank you.
Brad
If considering buying NTR, FNV or CCO for a 1-2 year hold, could you please rank your current preference with a brief comment. Thank you.
Brad
Q: would like your view on nwh.un for 2024, my thinking is a potential reit recovery
based on lower interest rates.
thank you
based on lower interest rates.
thank you
Q: Would you be able to please comment on LMAT (NASDAQ)? I believe the balance sheet is good, and about 10% insider ownership.
Is valuation okay vs it's growth rate? Do you see any concerning competition in their business? Any other comments?
Is valuation okay vs it's growth rate? Do you see any concerning competition in their business? Any other comments?
Q: Alberta oil-sands companies are ramping up their output to prepare to fill the expanded TransMountain export pipeline. Seems this should open up good investment opportunities. Can you suggest any stocks to consider?
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iShares Russell 2000 Growth ETF (IWO)
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Vanguard Dividend Appreciation FTF (VIG)
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SPDR S&P 500 ETF Trust (SPY)
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INVESCO QQQ Trust (QQQ)
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iShares MSCI EAFE Value ETF (EFV)
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Vanguard FTSE Developed Markets ETF (VEA)
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iShares MSCI Emerging Markets ex China ETF (EMXC)
Q: Hi,
I am under weight in both international and fixed income.
I have US$ cash in both my RSRP and TFSA that I'd like to invest in these areas.
Can you recommend some US$ ETF's.
Much appreciated.
I am under weight in both international and fixed income.
I have US$ cash in both my RSRP and TFSA that I'd like to invest in these areas.
Can you recommend some US$ ETF's.
Much appreciated.
Q: Cameco, Denison, and Mega Uranium are really ripping today on good volume. The charts look good in my view, these names have moved up steadily for quite a while now. News now out that the worlds largest producer Kazatomprom has a large shortfall in supply. I just took a meaningful position in Denison Mines. I vividly recall the uranium mania that took hold in 2007 prior to fukishama and the parabolic movements that took place in the stock charts with respect to uranium.
What do you believe are the similarities/differences re: events that shaped the frenzy in 2007 versus the excitement today about these names. Could these names have similar parabolic moves in your opinion ?
What do you believe are the similarities/differences re: events that shaped the frenzy in 2007 versus the excitement today about these names. Could these names have similar parabolic moves in your opinion ?
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Intuitive Surgical Inc. (ISRG)
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AbbVie Inc. (ABBV)
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Eli Lilly and Company (LLY)
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Merck & Company Inc. (MRK)
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Vanguard Health Care ETF (VHT)
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WELL Health Technologies Corp. (WELL)
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InMode Ltd. (INMD)
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Lantheus Holdings Inc. (LNTH)
Q: I am looking for new healthcare stocks after selling Lantheus and InMode in the last 6 months. I currently own WELL. Quite a few have had a good run up lately so not sure if they are good buys at current valuations. What are recommendations? US or CAD, doesn’t matter. Should I buy an ETF instead?
Thank you in advance
Thank you in advance
Q: Could I please get your updated view on Century Communities. I note that there are 2 holds and 1 sell by analysts, and the stock has been showing some weakness. Should I hold or sell.
Thank you.
Thank you.
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Rogers Communications Inc. Class B Non-voting Shares (RCI.B)
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Cogeco Communications Inc. Subordinate Voting Shares (CCA)
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Cogeco Inc. Subordinate Voting Shares (CGO)
Q: Hi Team,
Would you choose Rogers or Cogeco to get exposure to the wireless sector?
I would lean towards CCA due to CDPQ "partnership" that could limit the drawdown in my opinion and the high leverage of Rogers.
Second question ? Would you prefer CGO vs CCA to get exposure to Cogeco and why?
Thank you !
Michel
Would you choose Rogers or Cogeco to get exposure to the wireless sector?
I would lean towards CCA due to CDPQ "partnership" that could limit the drawdown in my opinion and the high leverage of Rogers.
Second question ? Would you prefer CGO vs CCA to get exposure to Cogeco and why?
Thank you !
Michel
Q: Hi,
Was looking at these two mid cap ETF's and noticed that for VO, the market cap of companies that it holds is a lot higher than the companies held in IJH. I would have thought that mid cap companies are usually around $2-15B. Many of the VO companies are >$40B, whereas the IJH companies are <$20B. Why the large difference in market cap between these two ETF's? What is the average mkt cap of holdings for each ETF? And would you be indifferent between IJH and VO? Thanks!
Was looking at these two mid cap ETF's and noticed that for VO, the market cap of companies that it holds is a lot higher than the companies held in IJH. I would have thought that mid cap companies are usually around $2-15B. Many of the VO companies are >$40B, whereas the IJH companies are <$20B. Why the large difference in market cap between these two ETF's? What is the average mkt cap of holdings for each ETF? And would you be indifferent between IJH and VO? Thanks!
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?
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
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Nutanix Inc. (NTNX)
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Super Micro Computer Inc. (SMCI)
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Crocs Inc. (CROX)
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Axon Enterprise Inc. (AXON)
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Vertiv Holdings LLC Class A (VRT)
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Celsius Holdings Inc. (CELH)
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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