Q: What would be your top 5 CDN and US picks today for long term growth and current price value?
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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: Hello, Thank you and Kudos to 5i team for your unfaltering view on Shopify, and even bumping up the weight in the Balanced portfolio recently. Your unbiased and consistent opinion has been a huge support to us for maintaining a long term view on this company, while there has been so much pessimism and negativity in the market. We are very happy with market rewarding the stock last week and I am sure, there is a lot more to come over next several years.
- Twilio Inc. Class A (TWLO)
- Teladoc Health Inc. (TDOC)
- Palantir Technologies Inc. Class A (PLTR)
- Unity Software Inc. (U)
Q: Do these 4 companies have the cash/cash flow to finance their current debt obligations? None of the companies are profitable I am concerned that they may not be able to raise the cash needed to fund operations in the current environment of rising interest rates, such that they may not be able to handle any debt due over the next year or two.
- Illumina Inc. (ILMN)
- Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
- Veeva Systems Inc. Class A (VEEV)
- Real Matters Inc. (REAL)
- Roku Inc. (ROKU)
- DocuSign Inc. (DOCU)
- Alteryx Inc. Class A (AYX)
- Crocs Inc. (CROX)
- Axon Enterprise Inc. (AXON)
- Guardant Health Inc. (GH)
- Enthusiast Gaming Holdings Inc. (EGLX)
- Perion Network Ltd (PERI)
- Unity Software Inc. (U)
- Lantheus Holdings Inc. (LNTH)
- illumin Holdings Inc. (ILLM)
Q: I’m significantly underwater on these stocks. Can you please advise which ones you’d hold, and which ones you’d sell? Can you please also give 5 growth stocks in Canada and 5 in the US that you are high on right now in place of the above?
Q: In regards to TD - now that they have cancelled the First Horizon deal they will have an "excess capital" position. Is one possible use of that "excess" be to declare a special dividend. Is that even allowed by regulators - has a CDN bank ever declared a special dividend? What do you think they will do.
Thanks
Reg
Thanks
Reg
Q: As a followup to my question yesterday about Leon's how seriously should we take this interest in setting up REIT? You have noted in the past that one of the underlying values of LNF was their real estate so is this an idea that management is floating or does it look like it will come to fruition? How should a shareholder react to this news - buy more, sell or hold until it plays out?
Appreciate your insight.
Paul F.
Appreciate your insight.
Paul F.
- Illumina Inc. (ILMN)
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- Crocs Inc. (CROX)
- Axon Enterprise Inc. (AXON)
- DexCom Inc. (DXCM)
- Perion Network Ltd (PERI)
- Lantheus Holdings Inc. (LNTH)
- IJTiShares S&P Small-Cap 600 Growth ETF (IJT)
Q: Recently trimmed NVDA to bring position weight back in line. For US, any sector, what are a few top picks for a TFSA? And then how would IJT compare for growth potential and risk?
Thanks.
Thanks.
Q: What are the odds of this company being taken over?
Q: Hello, With 5i decision to increase the Lumine weight, from 0.15% to 1.50%, can we follow the lead and take it as your nod to bump up the holding in our personal portfolios, at current price $19. ( Noted that CSU weight was trimmed by 0.5% and the logic to participate in future growth in LMN from these levels ). Of course, with the caveat that portfolio weights are still our personal decision.
Thank you.
Thank you.
- Royal Bank of Canada (RY)
- Magna International Inc. (MG)
- Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Hi, These look a little oversold, who do you like for a full position for a the long term hold. Sector not a issue.
Q: Hello, Do you think that CSU stock's systemic decline on Thursday with over a $100 drop was caused by the report - NR after market close, of a cyber security breach, in certain parts of its divisions. In your view, is it concerning ? Thanks
Q: If Congress fails to increase the debt limit, how do you think it will impact the price of TLT and XLB? Thank you.
Q: The 1st q numbers looked good to me. Please review.The stock price still seems attractive, even with the run up.
Q: When do they report? What do you anticipate the results to be? They claim very low break even costs that would support working capital and dividend. As well as growth. Are you able to validate their p/e? the company looks attractive based on potential and monthly div yield.
Q: Any new perspective or hope about VET at this very low point (and now big loss "on paper" ).., would you rank the stock as a hold, or sell for capital loss ? Thanks for your impression
Q: Hi 5i
As I've asked far too few questions and have load of question credits ... It's that time again ... what is 5i talking about internally that makes you all optimistic or pessimistic at this time? Would your views internally track the previous investor sentiment surveys and how does it differ (if it does).
Thanks
As I've asked far too few questions and have load of question credits ... It's that time again ... what is 5i talking about internally that makes you all optimistic or pessimistic at this time? Would your views internally track the previous investor sentiment surveys and how does it differ (if it does).
Thanks
- Royal Bank of Canada (RY)
- Toronto-Dominion Bank (The) (TD)
- Bank of Nova Scotia (The) (BNS)
- Bank of Montreal (BMO)
- Canadian Imperial Bank Of Commerce (CM)
- Brookfield Renewable Partners L.P. (BEP.UN)
- iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
- Killam Apartment Real Estate Investment Trust (KMP.UN)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
- Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Good Afternoon,
I have owned Killam for a while. There has been no appreciable growth or dividend increase. What is the likelihood of either happening. Would I be better off selling Killam and purchasing another stock? If so, what stock would you suggest that would offer some growth and a good dividend. There is no tax implications as I hold Killam in my TFSA.
Thanks in advance for your opinion.
|Jane
I have owned Killam for a while. There has been no appreciable growth or dividend increase. What is the likelihood of either happening. Would I be better off selling Killam and purchasing another stock? If so, what stock would you suggest that would offer some growth and a good dividend. There is no tax implications as I hold Killam in my TFSA.
Thanks in advance for your opinion.
|Jane
Q: Hello, do you think the growing use of AI will have negative or positive impact to a company like CAE?
Will you please comment on industries that could be negatively or positively impacted by AI?
Thank you.
Mike
Will you please comment on industries that could be negatively or positively impacted by AI?
Thank you.
Mike
Q: Just my thoughts on the stock, it does not matter if you are Wal Mart or Target when you have to much inventory you have to sell it down at prices that do not make you any profit. There is nothing worse than marking down fashion clothing and trying to recover your cost on the items. With maybe a recession and more 50% off sales, yes the margins will be lower, until the merchandise supply is under control the company will probably struggle.
Thanks again
Thanks again
- BMO US High Dividend Covered Call ETF (ZWH)
- CI Tech Giants Covered Call ETF (TXF)
- BMO Canadian High Dividend Covered Call ETF (ZWC)
Q: TXF Vs EIT.UN. Which would you prefer for overall total performance ( appreciation and dividend) over a holding period of 3-5 years. Or if any other preferences. Thanks