Investment Q&A

Q: I get an email from Seeking Alpha every once in a while touting various stocks and ETF's . I recently got one on GPIQ { not in your data base } with a rather glowing assessment . For brevity I will just quote their summary ......

" The Goldman Sachs Nasdaq-100 Premium Income ETF offers a compelling blend of capital appreciation and double-digit yield, amassing $2.12B AUM in just over two years.

GPIQ’s dynamic covered call strategy leaves upside partially uncapped, enabling strong monthly income and market-beating total returns compared to peer ETFs.

The ETF’s monthly distributions remain stable regardless of Fed rate changes, making GPIQ attractive for income investors in a declining rate environment.

While GPIQ carries risks tied to tech sector performance and execution, its
proven strategy positions it as a top choice for income-focused investors seeking growth. "

What is 5i's assessment of this ETF and why ? ..... Thanks for your terrific service ......

Q: Knowing someone who works for Palantir I bought in at about 12$ in 2020. I am now seriously contemplating selling those shares for only one reason. The P/E is off the charts. I understand that there is a cult following around Alex Karp and Peter Thiel. However, does it make sense to own a company whose earnings per share are so far away from the cost of a share and where this difference only seems to increase over time.

Q: Hi 5i team,
Would you have any idea why Broadcom is so volatile? Lately it can have a range as much as $50 from one day to the next.
Thank you

Q: Hi, is RGTI Rigetti is a by now ?
thanks
Jean Guy

Q: Please provide an analysis of the recent issuing of debt by GOOG. They have $100 billion of cash on the balance sheet and oodles of FCF. Feels like they shouldn't need to issue this debt. Do you feel it is a good move or is it concerning in any way?

Q: Michael Burry ( of The Big Short fame) has recently attracted much attention over his analysis and commentary on some the major AI companies. I was wondering whether you had conducted any review of his rationale and reasoning around his positioning

Angus

Q: Would you consider any of these stocks a buy?

Q: what is driving the run-up in LVS and is it sustainable?

Q: I have 300 NFLX.TO CDRs, but I don't see any SPLIT for them. How/When will the SPLIT be reflected? Thanks Kindly!

Q: XLV had a good run. Would you buy it here or wait for a pull back, Do you think that the healthcare sector has more momentum to the upside?
Thank. Cheers

Q: Hell 5i team,

Can you support a buy on EAT even after today's major uptick? Is comparable sales and foot traffic growth enough to support growth over the long term (3-5 years)?

Q: What U.S. companies would you recommend for a US $ TFSA ?

Q: Looking to add an AI stock in the next month or so to my TFSA. Is Nvidia a good one to hold for a time and if not then who?

Thanks for the service.

Q: Down significantly in the past 6 months, would this business be more reasonably valued now - and appropriate to step in at this point, to purchase for a long term hold?

Q: Hi,
What are your thoughts in Semtech's earnings? Mr. Market not too pleased.

Cheers, Chris

Q: Greetings 5i, what is your opinion about this company and its prospects? Hold or sell? Thank you.

Q: I bought APO @ $184 & KKR @ $151 in my RIF account. Should I sell, or hold?? Thanks for your Outstanding service!

Q: ZS Could you comment on Q1.
Growth seems strong but the price is down pre market.
Is this a long term hold?
Thanks.

Q: Dear 5i,

I have a diverse portfolio with stocks and ETFs. Most of my portfolio is doing well. Want to know your thoughts about a few of my holdings that are not doing so well - Adobe, Nike, Accenture, TMO, IDXX and Telus.

What are your thoughts? Should I replace these with a US ETF or hold on. Thanks for your valuable advice as always.

Q: Hi everyone at 5i thank you all for the great information love this service. So from an analytics point of view I am overweight tech and under weight industrials. Given the recent pull back is this a “good“ switch? This is in a registered account so no tax implications. I’m not that good at charts but it looks like there is some support at $500 for AXON? The other tech stocks I have are NVDA, SHOP, AAPL, CSU, LMN, TOI, of these CRWD is the worst performer only because of the date of acquiring it. I would love to hear your opinion. Thanks again for all your help.