Investment Q&A

Q: What do you think the prognosis is for SEDG? I am trying to decide if I liquidate my now very small position or if you feel it has some recovery potential in the intermediate term? Do you anticipate the company will dilute shareholders? Thank-you.

Q: Hello wonderful 5i folks,

This is a follow up to a question asked by Connie on June 14th where your recommendation for an optimal distribution would be: 50% US, 35% Canada, 15% rest of world.

Can you please provide your best recommendations for the 15% rest of world with commentary around the suggestions?

Thank you as always!

Q: A couple of questions.
1. Do you believe we are in an AI bubble with all these high P/E ratios and continued media coverage of AI.
2, That said what would be your top 3 AI stock picks and top 3 AI ETF choices.

Thank you,
Richard

Q: pCELH seems to be in a good sub-category of consumer discretionary focussed on fitness, weight loss, and wellness.

They seem to have a good advertising and social media strategy: https://www.brandcredential.com/post/unveiling-the-celsius-marketing-strategy

The recent distribution deal with Pepsi-Co should bring new growth opportunities, and all financial metrics look great.

I was really interested in this company until I heard the Celsius management team speak to investors on a recent investor call (Everecore ISI). They did not sound very mature or well prepared.

Putting that aside, would you see any problem to own both monster, and Celsius since they are going after different demographics? Is Celsius the Lululemon of energy drinks - possibly minus the management team?

Q: Hello.

Would you please provide your top 10 investments for TFSA Accounts with a brief explanation - 5 Canadian and 5 USA without concern about diversity.
This is for a long term hold.
Thanks,
Catherine

Q: Any news for the drop today (24 june)?

Q: Crystal ball question: Would you buy XUS now or wait a little? Any other ETF or stocks you would suggest for US exposure in RIF? Much Thanks for your comments.

Q: Please give me your top three US equity ETF picks, for an aggressive investor, for the next 12-18 months.

Thanks.

Q: Hi,
Comparing Telus, BCE and Rogers to AT&T, Verizon and T-Mobile over the last year, the US companies seem to be outperforming (granted this is a short timeframe and others in the US top five: Comcast and Charter Communications aren't doing well either).

I was wondering if you have any thoughts about why the top three in the US are doing so much better lately than the top three in Canada. (Take credits as needed please.)

Thank you, Michael

Q: Looking for a long term positions 5-10 years.
Thank you,
Richard

Q: What are the net benefits of the Grail Inc spin off please?

Is Grail Inc worth investing in or should ILMN be more attractive after the spin off of Grail?

Thanks

Q: Hi 5i, been watching TMO for a bit, any news as to why it's off 2.5% today? Does it have to do with markets view on Olink purchase? What are the next few years forecast for growth and what would be a good entry point? Thx

Q: I am retired
Looking for income with some possibility of growth
Please rank rio, Russell, Cisco, aqn
Any other suggestions appreciated
Many thanks
Peter

Q: I bought BX pre-pandemic and held on , thinking that its significant investments in real estate would bottom and share price would again climb. That didn’t happen. I have been trimming my holding in BX but still hold a half-position. I stopped reducing, now again thinking that perhaps long-duration assets owned by BX would become more valuable. Do you think this is true? Or, do you think an investor is much better off to deploy cash into KKR or some other private equity? (US companies only).

Kindly give your insightful reasons, skipping the obvious please.
Thank you! :ao:

Q: Is this a good entry point for Aspen?

Q: Portfolio analytics indicates that I need to increase my weightings in industrials. It also provides a link to a very informative article indicating that many industrial names are traded in the US. Can you recommend a US ETF - preferably one that can be can be purchased in CAD?
Thanks

Q: Hello,

What are your thoughts on this company? It’s financials and general prospects..Do you think it is a long term compounder? Thanks. Regards,

Shyam

Q: Lly or Amgen for five year hold
Please explain your preference
Thanks for your great service
Peter

Q: Would you please provide an update on CXM (Sprinklr)? Is it time to cut my losses and move on?

Q: I have held JNJ for years and I am *STILL* holding on , in the [vain] hope that surely management will FINALLY resolve its various self-inflicted legal problems. I have been MISERABLY wrong. JNJ shares continue to decline (drowning is the perception as we focus much more on loss). I was idiot enough to buy into JNJ’s spin off KVUE, on which I have a rather loss in just one year.

Notwithstanding the enthusiasm of media commentators, the health care sector hasn’t done anything outside of a couple of star-companies. Are JNJ and KVUE worth holding on to? I would appreciate very much your substance-backed reasons either way. In your answer, kindly please put less emphasis on the legal issues which are already well known and focus entirely on the future prospects .
Many thanks.