Investment Q&A

Q: I value David Rosenberg's opinion that; "Shiller P/E, length of bull run and standard deviation measures are red flags that signal a big shift is imminent." Capital appreciation is important to me, with modest income. Suggest some investments, please.

Q: What do you not like about PYPL?
Would YOU buy it considering low PE ratio and future growth prospects?

Q: Hi Peter,
Given the current valuations and the growth projection (or lack of), which two of these four stocks will most likely to have the least possibility of year end bounce and thus are ideal for tax loss selling? MDA, TRI, SRAD, or GLXY. Do you see any of these worth repurchasing for a 2 year hold after the 30 days period? Thanks.

Q: Good morning, If needing to raise a little cash, which TWO of these stocks would you consider selling given current markets: TVK, ATD, GRID, EQB, GLXY, CLBT, NXE or AXON?

Thanks very much

Brad

Q: Hi
Just trying to clear up some confusion on the rating of TOI. In your flash report you say you are maintaining your rating at A-, but in the reports you say you are upgrading to an A. So not really sure if its an upgrade or a maintaining and is it an A or an A-.
Could you clarify please?
Thanks
Jeff

Q: Good Day, in an earlier question you indicated that the above 5 companies could be acquired for dividend income. What entry price would you recommend?
Thank you.

Q: With the reliance on rare earths becoming more profound lately and the need to possibly mine more rare earths in-house I'd like your thoughts on these companies going forward.
Please rate the following companies in terms of future growth and possible share price appreciation,AVL:TSX,TSXV:GMA,TSXV:CCE

Q: Has NVO fallen to a level you see as attractive?

Q: Q results review please
is there a conference call coming up?

Q: Good afternoon,
The numbers looked good from Kraken today, your thoughts going forward?
Thank you

Q: In reviewing your Growth portfolio YTD I notice that the best YTD increases are CLS, PNG,ZDC,GLXY, HPS.A … in that order. And mor of these are your top holdings as well.

Given the pullback are any of these “buyable” again now; and if so, at what prices would you suggest. I already own all of these stocks - thank you very much!

Q: If--for diversification purposes, not to mention buying into an unloved investment space--which one of the 4 major Canadian telecom companies (BCE, Quebecor, Rogers, Telus)-- would you be most interested in owning long-term, for >10-year hold? Could you rank them from #1 (top choice) thru #4, and provide a rationale for your ranking?
Ted

Q: Hello,
Can you comment on earnings from Sharplink and Bitmine Immersion please? Also, can you explain , how BitMine revenue of $6.1 M can generate Net Income of $348 M, "Bitmine Immersion Technologies reported full-year results with revenue rising to US$6.1 million and net income jumping to US$348.58 million, a sharp reversal from a net loss the previous year, and also announced appointments of a new CEO, Chi Tsang, and three new independent directors to its Board." Thanks very much.

Q: Hi 5i
Currently hold a small position in DND. The Stock had a brief pop last Fridays on news of an unsolicited offer from Plantro at approximately double the previous days closing share price suggesting possible $5 SP.
What is 5i's opinion on this offer and on the possibility of it being successful?
Time frame ?

thx

Q: Sold to harvest profits,,,looking to put cash back to work. (4% of my portfolio). Already have NBIS/BN/GLXY/PNG/CLS/TOI/LMN/HCAL. Could you suggest top 3 options currently in light of the recent correction. Small and/or mid cap please.

Q: I’m thinking of purchasing galaxy as a first time buy. Would the current price be a good entry, and in your opinion would this be a good purchase. Thanks

Q: Your thoughts about Caldwells Q4 and Fiscal 2025 results, dividend increase and outlook?

Q: Hypothetically speaking if Russia and Ukraine came to a peace agreement would the price of oil take a drop and Canadian oil and gas companies take the same drop.

Q: Hi 5i Team,

I came across an article this weekend about the "Rule of 40" and how it is evolving. It states that companies exceeding the Rule of 40 by 10 or more points (achieving a score of 50 or higher) see their revenue multiples increase by approximately 2.2X, and smart money is now favouring companies that balance growth with profitability, rather than just pursuing high growth at any cost.

I'm curious about Canadian and U.S. companies that achieve a Rule of 40 score of around 50 or better, meaning their revenue growth plus profit margin adds up to 50% or more. For example, a company growing at 20% with 30% margins, or one with 25% growth and 25% margins.

- Can you recommend any companies that fit this profile?
- Any Canadian companies that might be flying under the radar.
- Any mid/small-cap U.S. companies that meet this criteria.

Do you think this makes sense as a screening criterion for identifying quality growth stocks? If not, what is lacking?

Best,
Matt

Q: SKWD has been treading water for a while now. What do you think of their prospects moving forward?