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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 5i
Since last earnings and most recent Q&A in 5i (Nov 7) this share price has been falling.

Is the price action related to the previous earnings miss or earnings growth expectations changing due to business or Tariff concerns?

With a 5 year view on this name, does one just continue to hold through the downside volatility with anticipation for better future earnings and share price?

Thank
Read Answer Asked by David on January 13, 2025
Q: A good portion of my smaller cap portfolio weighting is in these 4 stocks. They seem reasonably diverse sector wise but the first three have been trending down for 3 months or more, and EIF seems to be now following suit. From a lot of recent commentary I was thinking small and mid-cap names might have a bit of a tail wind, at least on a valuation basis. I know I shouldn’t focus on 3-6 months but still a bit “vexing” watching them slide. I’ve read the recent q&a on all of them, don’t see any alarming comments really, any new concerns I’m missing?
Read Answer Asked by Stephen R. on January 13, 2025
Q: Can you please rank the above companies for capital appreciation over the next 2-3 years. No worries on Risk or Industry. Thanks again!
Read Answer Asked by Kevin on January 10, 2025
Q: TIXT continues to drop (today down around 10%) with no news that I can find. Are you aware of any reason for the significant drop? Also, what is your take on how the senior executive team at Telus could have got this so wrong?
Read Answer Asked by ALAN on January 10, 2025
Q: Today INMD released another negative update for their upcoming earning release. Rev's dropped again, and they've lowered guidance again. They say due to stronger than expected head winds, again. I know the margins are strong, and they have a ton of cash, but the business keeps declining. Would you consider this one a hold to see if they turn things around or is it time to exit? Thx
Read Answer Asked by Adam on January 10, 2025
Q: Hi again. This is the question I tried asking last night and kept receiving a note for a Server Error.
I added in my contribution to my TFSA yesterday. I was thinking of adding in.a new position in ZDC or topping up 2 of the other names. If you suggest adding to 2 of the above, what would your 2 top choices be and why?
Thanks David.
Read Answer Asked by David on January 10, 2025
Q: Hi, I live in BC where the above companies were just awarded 3 wind projects each totaling about 550MW with 30 year electricity purchase agreements from BC Hydro. (First Nations will have at least 51% ownership of the projects.) Both companies pay a good dividend, but seem to have seen better days. I am just wondering whether you answer questions about companies this small and if so what do you think of their current state of affairs and prospects for the future?
Read Answer Asked by Zara on January 10, 2025
Q: For the past while I've been hearing about an opportunity in small caps and how they are undervalued versus large caps. Typically I consider diversification between fixed income vs equity, and then diversifying by geography and then by sector. However, I'm curious on your thoughts on the proportion of an equity portfolio that is invested in small cap vs large caps?

Of course, understanding that you can't provide personal advice and it highly depends on an individuals timeframe and risk tolerance.
Read Answer Asked by Chris on January 08, 2025
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