Q: I'm looking at increasing my exposure to quality small cap companies. This company seems to be run by strong capital allocators, and I'm wondering if you can foresee strong compounding potential in its future?
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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: Nobody asked about your analysis on earnings?
Sheldon
Sheldon
Q: I'm thinking about selling some of my 8.4% WSP weighting and buying more DOO to increase my weighting to 3%. Would you endorse this move? 2 or 3 weeks ago DOO was down due to a cyber attack and today up 10% due to great numbers...frankly I'm a little dizzy with all this bouncing around. None-the-less DOO seems to be an excellent company. WSP is also an excellent company but the ride seems less bouncy. By-the-way I bought WSP due to 5i"s recommendation. Up 360% to date - so thanks!
Jim
Jim
Q: I am so disappointed with this name.What is/can Topicus do to enhance their profile?Do you still like the return prospects?Why?Should I continue to hold or take a tax loss?
Q: Let's assume I am ready to bet that the stock market will provide me 7-10% CAGR over the next 20 years. I could buy an index that tracks the market. But is there an ETF that could provide me with 2x or 3x leverage on this bet (with the help of derivatives or any other tool/tactics that I have no chance of understanding), hence providing me with 20%-30% CAGR ?
That would be too easy right ?
That would be too easy right ?
Q: Let's assume that I am convinced that canadian banks will remain an oligopoly over the next 20 years and provide me with 10% CAGR.
Should I buy a basket of canadian bank stocks, or should I place my bet on HCAL or CBNK to obtain leverage ?
Thank you !
Should I buy a basket of canadian bank stocks, or should I place my bet on HCAL or CBNK to obtain leverage ?
Thank you !
Q: ZWB vs T for a combination of growth and income in a recession and or inflationary times that we are facing. 3-5 year hold. Thnks
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Morgan Stanley (MS)
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Palo Alto Networks Inc. (PANW)
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DexCom Inc. (DXCM)
Q: With the latest recession news I am considering some lowball offers for several companies and would appreciate your thoughts on my selections.
MSFT - $228 GOOG - $96 NVDA - $120 MS - $75 PANW $169
Would you change any of these selections or add a couple of others that you
think would be also great lowball possibilies. Ed in Montreal
MSFT - $228 GOOG - $96 NVDA - $120 MS - $75 PANW $169
Would you change any of these selections or add a couple of others that you
think would be also great lowball possibilies. Ed in Montreal
Q: Does GDX rebalance their holdings of mining shares? If so, how often and when? Thanks
Q: I noticed an interesting thing the other day, with the CPI announcement in the US causing a sudden severe tech market downdraft. Tech stocks such as Amazon went down about 6% and have stayed there. Smaller Canadian tech stocks didn't however. I hold both Converge and Topicus and they are both trading higher than they were two or three days ago. Does this decoupling mean that smaller Canadian tech stocks may have bottomed? Ie. all of the weak shareholders have been flushed out and mostly long term holders now hold the shares?
Q: Hello Peter,
I am looking for potential double in the next 3 years or so.. which stock do you think has the highest probability ? Much appreciated.
I am looking for potential double in the next 3 years or so.. which stock do you think has the highest probability ? Much appreciated.
Q: To be clear, my previous question was to see if you could recommend a company(s) that supply services/equipment/support to biotech companies rather than biotech companies themselves. MTD is more of what I'm looking for - any others?
Q: A few weeks ago, you answered a question about your new approach to INVESTMENT MODEL SUMMARY that will be a part of REPORT analysis. I somehow lost that answer, and would appreciate a rerun.......thanks, Lionel
Q: opinion
Q: Your opinion please. Looks like they hit it out of the park for this earnings report. Once the celebration subsides would you consider it worth investing in?
Q: With oil and interest rates being a big topic in the Markets for awhile - I follow CNBC which provides me with good information available. When the going gets tough, they bring in two of their heavy hitters being David Rosenberg (being interviewed at CNBC studios in New York) also, being interviewed remotely is Eric Nuttall of Ninepoint (is this connected to Sprott?) Seems like the Canadians are in big demand for this type of information.
Q: Hello 5i, What sectors would you be looking to invest in and in what countries? This is for long term with a buy and hold strategy? Thanks
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Amplify Cybersecurity ETF (HACK)
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ROBO Global Robotics and Automation Index ETF (ROBO)
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First Trust NASDAQ CEA Cybersecurity ETF (CIBR)
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GLOBAL X FDS (BOTZ)
Q: Artificial intelligence and cyber security. What are your 2 favourite etfs in each of these areas of investment ?
Thanks ,
Philip
Thanks ,
Philip
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iShares S&P/TSX 60 Index ETF (XIU)
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Vanguard FTSE Europe ETF (VGK)
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Vanguard FTSE Emerging Markets ETF (VWO)
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S&P 500 ETF TRUST ETF (SPY)
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Vanguard Total Bond Market ETF (BND)
Q: Hi Peter,
Over the next five to ten years, what is your expectation from a risk-return prospective for the following asset classes? Please provide your ranking with a brief explanation for your rationale.
Annualized returns for the past ten years are noted below as per BlackRock:
U.S. equities – 13%
Canadian equities – 8%
Infrastructure – 7.3%
Japan equities – 6.6%
REITs – 6.1%
European equities – 5.3%
China equities – 4.9%
High yield bonds – 3.4%
Emerging Market equities – 3.3%
Thanks George
Over the next five to ten years, what is your expectation from a risk-return prospective for the following asset classes? Please provide your ranking with a brief explanation for your rationale.
Annualized returns for the past ten years are noted below as per BlackRock:
U.S. equities – 13%
Canadian equities – 8%
Infrastructure – 7.3%
Japan equities – 6.6%
REITs – 6.1%
European equities – 5.3%
China equities – 4.9%
High yield bonds – 3.4%
Emerging Market equities – 3.3%
Thanks George
Q: Refineries seem to be in a sweet spot with no new refineries being built recently and anticipated strong demand in the near future. Would investing in this sector be prudent in these volatile times and if so what company would be your best pick. Thanks