Investment Q&A

Q: Please comment on the recent big price swing in SHOP , HPS . I want to add either LMN or TOI , which one offer better return ? Thanks for your excellent service.

Q: Hi,

Long time subscriber and was curious as to the weightings of these four stocks in the BP. ranging from 1.15% to 1.76%. Conventional wisdom is that as weightings get closer to 1%, any movement has less effect on the overall portfolio.

What does one look for to justify holding on to these smaller holdings? I have a long time frame, and I know three of the four are recent additions, with OTEX being increased once.

Just looking for my held to be held, I suppose.

Thanks in advance.

Q: Good morning

Go easy CEO is stepping down at the end of the year is this any cause for concern?

thks
Marse

Q: Hi, These two stocks are off their recent lows but still trading significantly below their 52 week highs. Based on your comments, their valuations are still attractive compared to the historic average and their peers. Are there any near term catalysts, in your view, which could propel the stocks higher, back to their glory ?

Thank You

Q: what are your best ideas for recent, and for no reason, significant dips on stock prices for great companies? (US or CAN)

Q: Can you please shed some Light on why Hammond is such a volatile trader? Aside from the big drop after earnings there are big swings in price on no news.
Thank you

Q: Would appreciate your assessment of their Q4 and full year results that were released on 27 June.

Thanks as always.

Q: Would you agree that CSU is currently undervalued by 27% as indicated by the latest Wall Street Journal report?

Thx

Q: Not happy with general mills right now and Magna. What do you think should I keep them or move on. If I decide to move on is there any decent dividend paying companies in there respective categories.

Thanks

Q: hi folks, significance of partnership for Galaxy Digital glxy/t with State Street bank & trust....stock traded up 5% ahead of news (when Bitcoin was near $60k)...and continued upward momentum today....would you be a buyer at C$17sh level, and what do you think is the trend for bitcoin....seems to be drifting lower from highs of $70k+...thanks as always, jb

Q: Does 5i provide fair market value for stocks? If yes, what is the fair market value of ATD pls?

Q: I have both NTR and WFG in my TFSA. I would like to raise some cash, and am considering selling either or both of these. Which would you sell? Portfolio balancing is not a consideration.

Q: I have held KXS and DSG long enough to be well up on both but wondering why KXS has been going sideways for so long while DSG does a nice steady climb.
Thank you

Q: Hi there, weightings and portfolio considerations aside, what BE stocks would you be most inclined to AVOID adding to today for new money? Thanks!

Q: Good morning 5i team,

In a press release, Galaxy announced that its affiliate, Galaxy Asset Management, ("GAM"), reported preliminary assets under management of $6.2 billion as of May 31, 2024. The 9.8% increase in preliminary AUM compared to the prior month was primarily driven by market appreciation partially offset by the continued successful liquidation of assets associated with an ongoing opportunistic mandate. Can you please shed some light on " continued successful liquidation of assets associated with an ongoing opportunistic mandate". How does this 'oppertunistic mandate help/hurt GLXY, if at all.

Thanks as always

Dave

Q: My patience with what appears to be a much loved KXS is now pretty much stretched.

I am told their business is on a solid footing and they are fundamentally doing well? So, is there a reason it has been sitting on the sidelines during this broad rally?

Q: Good morning,

I was wondering if you could look in to your crystal ball and predict where we may find KXS 5-10-15 years from now....not necessarily the price, but just in general.

To me, it seems like KXS is not widely known, but is establishing itself as a quiet market leader. I like that they don't issue shares. What could the future hold - a take-out candidate? a dividend? dual-listing? I know they make some acquisitions, but will they continue to make more? Could this be an international leader in supply-chain one day? With a market cap of aprox. $4.3 billion could it one day scale to a larger Canadian tech name (e.g. $10 billion+)? Will that PE ratio ever come down? I know there is a report on it, just more considering what the future may hold....

Q: Those ETF are at the same share price as 18 yrs ago...,could they still go much lower or is it a good entry point at this level ?

Q: As you are well aware, Bitcoin has been taking off all over the world. When I watch interviews of people at conventions, it appears most are investing to protect against inflation and to counter the demise of the US dollar in the future. What are you're opinions on this? I realize it has been very volatile and risky, so do have any recommendations on technology linked to Bitcoin, but so far hasn't taken off?

thanks,

Paul

Q: Do you have any comments on the deal with Bluetriton?
Jerry