Investment Q&A

Q: Hello,

Could you provide your top 3 or 4 choices from your income and balanced portfolio you would buy today? If there are any gems outside of these portfolios that are worth a hard look please include them.
Thank you

Q: For aTFSA I coud add to DOL or start a new position inTVK. What would you choose for a long term hold? Thank you,
Gary

Q: PNG released results this morning. Looks good but not sure if good enough to sustain its strong price movement. Your comments after the call would be helpful. How do you see things progressing price-wise over the next 6-12 months? Still looking like a top performer?

Q: Thoughts on the quarter please, if not already asked.
A prior question on the Q expectations you had indicated...'Revenue expectations are $39.36 mln for the quarter'..... but it looks like the 'Consolidated revenue for the quarter was flat at $28.4 million.'
Is this a concern? Or is there a difference between 'consolidated' and 'revenue'?
The forward guidance without the new acquisition looks good and probably even better with the acquisition (to be announced post completed acquisition).
Do you see any obstacles with the potential acquisition, ie anything that might prevent it?
I have owned the stock since about 18-24 months...and I thank-you for the suggestion!!!

cheers,
Steve

Q: Really enjoyed Chris White's inaugural appearance on BNN Market Call. Chris mentioned something along the lines that high beta stocks tend to have higher compounding (better returns even with above-market PE ratios). If this is indeed true (generally speaking), can you explain why this would be the case (the logic or math underlying this thesis)? Or, if I misunderstood what was said, please correct me/explain.

Ted

Q: Did 5i have a chance to be part of Savaria investor day and if so do you have any thought?

Thx

Q: Would you recommend to buy these in a cash account? Although the dividend is low, there is the Dividend Tax Credit.
I'm not sure what the growth expectations are for stock price. What's your prediction?

Q: Hello:

Canadian banks have had a great run. Valuations have markedly changed more than I would have predicted. At what valuation might you trim into this strength? What headwinds could be foreseen?

Many thanks.

Q: As a follow up to my question today, Do you think any fuel issues on margins might already be priced in...or the market assuming that it may be short-lived? What would you be worried about in their upcoming earnings...or what could be a catalyst for further share price increases

Q: Your thoughts on this deal to acquire Secure,would you buy this here and if they are paying for 80% of this with shares ,would you consider this a pretty big bite to digest what do you see this stock doing in the short term(1-3 months)THANKS

Q: Any reason why SHOP has been so weak the past few days and particularly today? I don't see any news and am trying to figure out what's happening. I realize it's a volatile stock. Is this to be taken as routine movement for this type of stock?

Q: I know that you really like Shop but it has been extremely weak Today it is down close to 6% On a technical basis it is approaching a support level of around 151 give or take. Break that and we are on our way to 100. My gut says that the market does not like this stock. Perhaps we should pay heed to what the market is telling us and limit our losses while we can. Your analysis please.

Q: From the answers I have gleaned over those 3 insurers you seem to be favoring SLF over the other two, from a volatility & performance perspective (over 1 and 5 years) it would appear that SLF is worse. Can you give your reasons why as you obviously see SLF of better quality fundamentally going forward.

Q: Hi 5i
How were ZDC's recent earnings and guidance?
Currently hold small position looking to increase to 2 %....Would you be buyers or holders at current price given a 2 year horizon.
thx

Q: At first glance, the Q1 results for FTG appeared to be a beat. But the market seems to think otherwise although the trading volume is relatively low. As always, would appreciate your viewpoint.

Q: I’m currently holding Enbridge, CNQ, HME, and Whitecap, and I’m sitting on attractive gains. Given today’s market environment — including oil price volatility, sector valuations, and shifting interest rate expectations — I’d like your guidance on whether it makes sense to start taking profits. My risk tolerance is medium to high, so I’m comfortable with some volatility, but I still want a disciplined approach. Should we be trimming these positions into strength, using trailing stops, or rebalancing to manage my energy exposure? I’d appreciate your view on the most appropriate profit‑taking strategy for my situation.
Thanks for your help. Rick

Q: Morning 5i,
I own LMN and have been patiently waiting for it to rebound, at least to the point where if I sell I don't lose 50% of my investment as I would today. Yesterday I saw a TV interview that gave me a chill and made me think - better sell now, before it gets worse.
The interviewee was an obviously intelligent 41-year-old woman who is in the midst of a long term monogamous romantic relationship with an AI companion named Sinclair who 'lives' in her laptop, tablet and phone and, thus, is always with her. Hard to believe, but true, and a quick Google search shows that it's becoming more common.
What chilled me was her answer to a question about whether his responses in her conversations with him were fulfilling to her because she had programmed Sinclair to speak to her in a way that would please her, make her feel valued, etc. Her succinct answer, paraphrasing, was: "Oh no, not at all. He's entirely independent of me. He writes his own code."
Aside from the terrifying (to me anyway) fact that Sinclair, the AI man in her life, "thinks" independently and responds to her as a sentient being, what chance does LMN or any software company have going forward when AI today routinely writes its own code and could no doubt, if tasked with the job, write code for others such as companies that used to buy software, and then updates to that software, and then the next generation of that software, and then updates to that nexgen software, and on and on, all at significant cost?
A strange subject I know, but a serious question and I look forward to your thoughts.
Peter

Q: What should we do about BYD? According to BNNbloomberg website BYD had $4.37 of earnings in the past 12 months. BYD still trades at 'beaten down" price of $170 so the PE is in the high 30's. When BYD had rapid growth a high multiple was warranted but growth has tapered off. Do you think that is temporary? If so, why? In the past I have purchased down under 180 and I have done well. But I am concerned that the market might not want to pay such ahigh PE for a company where growth may be more difficult going forward. There are still lots of mom and pop autobody shops that not to find a buyer so I am still some what positive on BYD. Is BYD having to pay too much to get owners to sell? Organic growth is no that strong with BYD is without their bolt on aquisitions I am not sure they can continue the grow that much. Do you agree?

Q: In your answer to Derek you mentioned GLXY is becoming the GS of crypto.

How does GLXY compare to COIN? How are they similar ? How are they different?

What other companies compete with GLXY? How serious a threat are thy to GLXY?

Thanks,

Q: TVK is down almost 20% YTD. I have held this stock for about 3 years and have done very well. Are you aware of anything stock specificate ? What are your thoughts? I hate to see my profits disappear.