Investment Q&A

Q: How much longer would you let CLS run with a 7% position now in your growth portfolio?

Thx

Q: Hello 5i. CAMT
Could I have your assessment of Camtek Ltd?
Thank you
Dave

Q: I have a significant position in CSU and of course done well. I also have a small position in LMN. I like both. I’m thinking about selling some CSU to buy some LMN. Thoughts?

Q: Hello,
I currently own shares of Lemonade in a RRSP account.
Is it time to buy more ?
Thanks
Nancy

Q: Which ETFs do you consider best for strong growth at this time, Cdian or US, irrespective of sectors, with an indication of the degree of risk for each ? Would CIBR be one of them ?

Gratefully,

Jacques IDS

Q: Can you explain the differences between qqq and elk? What are the strengths and weaknesses of each? What are the differences in their portfolio composition? Which would you hold for pure growth?

Q: I understand that XL K will be rebalancing on Friday after market closing. Currently Nvidia has a 6 to 7% weighting in the XL K. This will increase with the rebalancing given the large increase in Nvidia’s value.
will this necessarily mean that the XLK will open at a significantly higher price next week. And would that justify adding to XLK now. Thank you.

Q: Good day gentlemen. A bit of a rally in this name with Ai momentum of recent days. What do you see short term with earnings out in a little over a month.
Buy ,Sell or Hold.
Thanks David

Q: Good morning, Is there any particular reason why Lumine has had so many down days recently, thanks?

Q: Hello 5i,

We have a small position of ACLS to sell and add to VRT or SMCI, or open a new position of DRX.

Which stock has your highest conviction today?

Thank you
D&J

Q: Whats popping this?

Thx

Q: I believe the sale of NVEI has gone through. Is that correct? Should I just sell my existing stocks now or wait til the sale goes through. Do you know when that would be? - thanks.

Q: BB is in a downtrend, but why 10% and 5% in the last 2 days? Anything on the proposed split? Thanks.

Q: With approx 17% of their revenue coming from one customer (Apple), would you consider that too much single customer concentration risk for Broadcom? Thank you

Q: Am I correct in thinking it is highly unlikely that ROKU goes to zero? Would you currently consider it a buy, sell or hold? Thanks.

Q: Hi 5i - how would you rank the following tech companies at todays prices for new positions:

LSPD, LMN, KXS, SHOP, CSU, GOOG, DSG

Thanks, Neil

Q: Thoughts on ADBE quarter?

Q: Hello,

I have done very well and am very happy with my investment in CSU - thank you.

I would appreciate your insight on characterizing the return one receives from a co. like this.

Einstein called compound interest the 8th wonder of the world and IMO the return from CSU seems to be a phenomena beyond that.

With SHOP your return is based on capital appreciation. If it goes up you win - goes down you lose.

With BCE your return is based on a dividend and possible capital appreciation. Almost a paid rent for your money invested and with a hoped for capital gain.

With CSU the actual dividend (rent) is miniscule, however the spin-offs are like a special dividend (equity rent?) with a shared equity multiplier plus capital appreciation of the mother co.

In the past 4 yrs my CSU stock has tripled in capital value and spun off co's that their current value works out to 16% annual return. The annual growth of these co's are also expected to grow.

You have long spoke positively of CSU and maybe now, with some data, I am just seeing why.

Thank you

Q: Jason D. mentioned PRL uses AI & credit unions to make loans rather than the usual face to face. Presume there are cost savings. Can you expand on these details?

Now that GSY has reached a loan book of $4bill. & has a $6bill. target for the end of 2026, can you make a guess as to what that might mean for earnings? Has there been a relationship on their journey from $1bill. to $4bill.?

Jason D. mentioned whispers CSU is getting set to do another spinoff. Hear anything? Maybe that accounts for current weakness in LMN.

Q: My TFSA is comprised of EIF (up), WELL ( down) and LMN ( up ) in equal amounts and is 4 % of my total ( cash and RRIF ) portfolios. I am not afraid of risk in my TFSA. I am looking at replacing EIF with HTA with the eventual goal of having HTA as my sole RRIF holding. I hold HTA
(5%) and EIF (2%) in my other portfolios. I like HTA for the combination of tech with high income. EIF has been good to me over the years but has been in decline for quite some time. Has something fundamental changed with this company ? HTA would be my only tech holding amongst my portfolios being almost 10% of value. Does this approach make sense?
Thanks. Derek