Investment Q&A

Q: Peter and His Wonder Team
I have held this stock for too long...if you know what I mean! Ha!Ha! The good news is that I am now even and thinking about selling. However some analysts have a 100% up side forecast which I know is only a forecast. Please...I appreciate your objective opinion. Sell because there are better opportunities...or it is worth waiting another quarter two?
Thanks as always!

Q: This company has run up quite a bit with a very strong RSI rating >80 so would it be wiser to wait for a pull back or buy a small portion here? Hard to answer as I know timing can't be perfect.

Lots of tailwinds for the 'security' sector and ability to use onsite cameras to do other things (eg manage project status updates, onsite manpower etc) so do you consider this a buy? What risks do you foresee in its business model as I realise small cap sizing and YTD large gains can be potential headwinds.

Thanks as always!

Q: if there will be a 25% tariff implemented by Trump,what would be the potential damage be for DRX?

Q: This caught my eye today, up 8% and apparently with a cash position of about 1.2B, and more in cash than market value of about 500m?! New plant starting up soon…

I don’t even know how Kodak is still around… is this worth a higher risk play?

Q: In response to your market update of Nov.26; can you recommend an ETF for the S&P 600?

Q: Hello,

Can I get your view on today's news re: the upsizing. Would you add to an existing small position? Thanks

Dave

Q: Your analysis on the prospects of Nurix will be greatly appreciated.

Thanks
thomas

Q: Opinion on Zenatech (zena) on nasdaq

Q: Hello Team,

My TFSA is currently not getting the returns I'm hoping for, can you please rank the above companies to purchase today in a TFSA account.

Also if you feel strongly about any other high growth stocks I'm missing pls include 2 or 3 additional ideas.

Thanks!

Q: Can you recommend a solid company that produces antimony?

Q: Can I get some context surrounding the recent announcements, the stock price movement, and what all of this might mean?

Q: I added this stock a few days ago and I am already down more than 60%. Should I take the loss or hold?

Q: Hi 5i Team,

It seems like your current view, including from your monthly commentary, is that small and mid caps are continuing to look attractive and the forward returns are historically attractive after past US elections. With this in mind, something I struggle with is a large proportion of my portfolio is in large cap stocks, including 10% of my portfolio in NVDA. A lot of this is due to the strength in large caps since 2022 and my bias has been to continue to hold them at a higher percentage as they have provided strong returns over the past few years. Although, these large caps, including NVDA continue to grow and execute my feeling is that I should trim stocks like NVDA down to 5% and use those excess proceeds to invest further funds into small and mid caps to potentially capitalize on the large gap in valuations between small and mid caps and other tailwinds like declining interest rates. For a growth investor with 20+ years of investment horizon would you recommend going the route of trimming NVDA and other large cap winners to a 5% portfolio weight and re-allocate into small and mid caps?

Thanks as always,
Jon

Q: Please share your analysis on FutureFuel please, thanks.

Q: They are doing a raise at $1.90 - seems like an aggressive discount- would you look to invest at this level?

Q: If not owned would you initiate a position TODAY?

Q: Your thoughts on this company please?

Q: Hi. Do you think the drop in DRX today is related to Trump's threat of a 25% tariff? Thanks.

Q: I see you keep recommending DRX but it's been a falling knife in its stock price.Why do you keep recommending this stock?
Its extremely frustrating

Q: Any thought on this co. with a new insulin pump for diabetics