Investment Q&A

Q: CoStar is getting hammered today. What do you think of the long term prospects? I find it hard to believe that AI could disrupt their business.
Thanks

Q: In response to some questions about Brookfield Corp/BAM sharp drop in Tuesday trading, I could add the following.

As per CNBC, there was a report today, related to perceived impact of AI on software Companies, which could seriously result in their profitability/business and eventually valuations ( already seen in publicly listed most software stocks). Most of the Asset Managers, with large books of private credit, having a fair portion of this credit related to start ups or early stage software companies, fell today, due to the fear of resulting losses and declining private valuation of such borrowers.

Most of the big asset managers were painted with the same brush, today, as it was not immediately known or disclosed, as to, which ones have significant exposures to such clients.

It might be helpful if you are able provide some more information about such exposure to the Brookfield group.

Thank You

Q: I have 16.6% of my RRSP currently sitting in cash, from accumulated dividends and some contributions I never got around to deploying into the equities markets. Can you give me two names (US or Canadian equities) that I could spit this amount between, to purchase? Many thanks.

Q: Would you consider this ETF as a best in class for an investor seeking income? Are there others you would prefer and why?

Q: Hello, can you comment on their latest earnings? Thanks

Q: Sorry to sound like a broken record, but I'm kind of a deer stuck in headlights right now with regards to these software names, notably CUS, LMN, TOI, and with the news impacting TRI this morning. I've largely held onto these names and I'm not sure what to do here. Seeing constant and relentless daily selling is tough to stomach and time will only tell how much AI will impact these companies fundamentals.

In the meantime, what do I do? I don't want to hold onto losers and continue to see these go down further, at the same time, I don't want to sell at these lows. I know trimming some is an option. I have positions in these other names, do you feel any of these are vulnerable to AI severely impacting them? CRWD, SHOP, SRAD, GENI, SPOT

Thanks!

Q: I have followed Rick Rule for a couple of decades now and always find him to be a valuable source of insight regarding the natural resources sector. Lately, he has been saying that he sees a big opportunity in the oil and gas sector because it is so "hated." A contrarian, Rick says he "loves hate." However, I am a bit confused--I don't see the "hate." For example, while a barrel of WTIC at $60 is not great, the unit price of XEG is at a 10 year high, and all of my oil and gas stocks are doing well.

Rule believes that the price of oil is bound to increase because of the recent lack of capital expenditure in the sector (he cites $1-2 billion per day of under-investment), and as a result the related equities will do well.

Do you share Rule's belief that the sector is undervalued ("hated") and therefore a good investment given a 5 year time horizon?

Thanks as always for your expertise.

Q: Are there any recent updates on this company? Would you consider it at a a reasonable price to invest in. Thanks

Q: I want to enter into small position in an India etf . I have 2 suggestions of FIH .U.CA and ZID from BMO . Which would you feel most comfortable with ?
Cheers, Doug

Q: Everyone, On February 3rd Dawn talked about declining sales of heavy trucks. Two weeks ago i was speaking with a sales representative for a company that leases/sells trailers (for the heavy trucks). He stated that sales/leasing started declining eleven months ago, bottomed four months go and have been increasing these last three months. This information is from one person in the industry. Clayton

Q: TD Waterhouse has 1.8% interest for TDB8050 cash mutual fund. Are there other hisa funds that are better?

Then what other nearly as secure options are there that can offer above inflation rates? I have xbb, zag, xrb, vbu for bonds.

Q: Hi 5i Team,

These two companies have pursued similar strategies it seems over the years and both have been badly beaten up. Is there a preference among the two of them and why?

Thanks!

Derek

Q: What are your thoughts on the Santander's $12.3 Bln purchase of Webstar financial group, to expand their US landscape in Mid West ? It's a Cash and stock deal and Bank confirmed that it is committed to the 5% stock buyback plan, recently approved and has surplus capital to fund this.

Santander stock has dropped 7% today, after this news release ( conversely Webstar stock popped 9% ).

How is stock's present valuation and does today's pull back present a buying opportunity, in your view ?

Thank You

Q: When does Lunin next report and what do you expect in revenue and earnings?

Q: You stated that there has been an 'avoid the US' trade occurring and think that some international diversification makes good sense today.

Understanding that you don’t cover international companies, what would be your top 5 international stocks for a growth investor?

Q: Hello,
Why PYPL has dropped so much ? I'm facing a large loss and i can't declare a tax loss. Do you advise buying more to reduce my average cost ,or should i rather sell even if i can't declare my loss?
Thank you !
Nancy

Q: Hi multi-part question on robotics.

Amazon is clearly using robots to automate it's operations, who do they buy from?

Would you consider amazon a front-runner as a seller of robotic / automation systems?

Other top picks in Robotics industry? (can exclude Tesla)

Q: I’ve heard and read comments that Constellation’s precipitous drop is fuelled by sentiment.

Would the same not be true of its climb?

In retrospect would you say that the $5000 price was overvalued? Was it ever worth that much? What ever “worth” means. Or were investors just chasing the latest thing.

On a positive note, I now no longer have to sell some to rebalance.

Q: Your buy VNP two days back was an excellent piece of advice
as I am losing a lot on today's tech drastic downturn. It will be very helpful to get such growth names sometimes timely also. (not Technology).

Which gold stocks would you recommend to buy. Thank you.

Q: Dear 5i
I`m interested in investing in the copper and uranium theme via ETFs .
What ETF would you recommend for CDN and US . Would your recommendations differ for different accounts such as unregistered . RRSP or TFSA .
Thanks
Bill C