Investment Q&A

Q: Your recent market report suggested US small caps May out perform during the next few years. Can you recommend a couple of ETFs that trade in Cdn $

Q: I have seen some people recommanding AMD over the last week. With ATH at 227 and now 127, its a big correction and probably some tax loss harvesting. Can you explain the drop in share price?

Stock looks cheaper than Nvidia, but its not really cheaper either at 38x eps and still trading higher than its 10 years average.

Would you consider to start a long term position at this level?

What would be an attrative price?

Q: In your reply to Brad, who asked for your views on CVS, you said: The issues are very very high debt (15X cash flow!!!) and low growth. You also said: We might be willing to await a turnaround here if it was not for the giant debt level.

And yet:

Argus Research rates CVS a buy with a Medium Financial Strength rating.

Morningstar has a 5-star US$93 fair value rating on the stock.

There are 13 analysts with a buy rating, 4 with a hold rating, none with a sell rating and a $67.5 average target price.

CVS was one of Lorne Steinberg's top picks on Market Call today.

And on TD Webroker's Peer/Industry Comparison screen, CVS has a debt to capital ratio of 46.5% compared to 50.5% for the industry. How is this a giant debt level?

Could you recheck your numbers on CVS and see if you still come to the same giant debt level conclusion? Does your negative view of the stock take into account its depressed price at only 0.9 times book?

Q: In your opinion, is mdb a buy, sell or hold?

Q: Please explain the drop in TOL stock price when all the metrics look are looking good (as far as I can tell).

Does profit taking explain a 5% drop? What would be the logic in selling the stock of a company that has tailwind ?

Finally, if systematic, would a good contrarian strategy to buy those dips?

Thank you very much, especially for your patience with member's layman questions.

Merry christmas to all hard working staff at 5i Research

Q: Hi,
I'm wondering if you can shed any light on why VRT's price has become more volatile lately - any geopolitical concerns, or maybe new competition? It has been a bit surprising lately.
Many thanks for all your great input!

Q: I did believe that " only USA located" energy (oil+gaz) growth stocks were an interesting investment considering certain isolationist tendencies coming in 2025, quite positive US economic performance, and other factors in the unstable world market. I did invest in these 2 Cies this week at a very low point ; after only 3 days, the losses are already 5% and 7% respectively, every single day reaching the lowest value of the year for DVN..Is it a situation of "falling knives" ,or an excessive correction, hold or sell as an impression according to the risk ? thanks for some light in this situation !

Q: 1st Source is claims to be the market leader, what are your thoughts on this one?

Q: Recent thoughts please on CVS?

Thank you,
Brad

Q: Hi Peter,

Can you please give your initial take the impact of Willow developed by Alphabet on the stock price of NVDA.
The stock price takes into account the future growth of the company, its market share in the growing AI and Quantum computing marketplace with the expectation the earnings will grow significantly to bring down the P/E ratio.
With Willow coming into the market a few years from now, what is the impact on NVDA's dollar price today; in your view?
Regards
Rajiv

Q: Please provide a suggestion for an US ETF that invests in basket of US dividend paying stocks such as PM, BAC, HD, MCD, BLK. Thank you

Q: Good morning 5I team: Today's question is on a small cap on the NASDAQ ticker LX. It is in the Consumer Financials space and is a FinTech company. With the continued move to going digital for 'everything' is it time to pull the trigger on this one and take a nibble? Thinking of holding for 1 to two years and adding a little along the way. Would love your thoughts! I fortunately don't need to convert CAN to USD so this isn't a factor in my decision. Thanks!

Q: In a recent answer about DIR.UN you mentioned reports of inventory buildups in the US in anticipation of potential tariffs with the incoming administration. Would PLD be a good way to take advantage of this possible trend? Between PLD and DIR, which REIT do you prefer for the long-term (5+ years)?

Q: Hi team, I would like to generate some income in US dollars.

Could you please recommend 2 or 3 dividend paying US stocks, together with a brief explanation as to why you like those companies. I would also be OK with an ETF if you think that is a better way to go.

Thanks as always,
Paula

Q: Hi,

What do you think of buying Cerebras stock pre IPO? Do you have an opinion on Hiive for that purpose?

Thanks

Rajiv

Q: Hello Team,
According 5i Portfolio Analysis, I need to increase US Industrials. Could you suggest three names please.
Thank you!

Q: Would you be comfortable holding Applovin for a 3+ year hold? I managed to buy it near the high but I was planning on holding it. I suppose ups and downs go with a high octane stock like this one.

I also wanted to wish everyone a Merry Christmas and holiday season. Thank you for all your help this past year!

Jason

Q: May I have your thoughts on 2 or 3 defensive ETFs, US preferred, with growth potential that also pay a moderate dividend.
With thanks.

Q: Which of these do you think is a better long term hold considering growth and volatility today?

Q: Axon is down over 7% today. Any reason for the drop and would you recommend hoding on to the stock. Any comments you have on the company would be appreciated. Thank You.