Investment Q&A

Q: With the recent declines, in what order will you invest in the above mentioned companies and why

Q: I have two questions re: tax loss selling. I have a three year old gain that I can offset by selling the above holdings.

1. First please help me with the math. If I buy a stock for $100, sell it for $90, I have a loss of $10 which would mean I can expect a $2.50 tax loss at a 25% rate. Does this mean that if I wanted to buy the stock back after 30 days, I would only be better off if I buy it back at less than 92.50 per share? Do you have a threshold whereby you must be down by a certain amount to justify a tax loss sale? e.g. 20%? Unless of course you are walking away from a company.

2. Which of the companies listed would you consider buying back after 30 days? I have too many holdings as it is so may just let them all go unless something is particularly interesting. I am overweight technology, underweight everything else but otherwise have a broad mix of funds and stocks.

Q: I am surprised at the drop on earnings from Cintas $CTAS. Please comment.

Q: Hi 5i Team - Could you explain the recent drop in IES holdings. I have read something about an acquisition but I don't quite understand IESC's involvement in it. Is there any negative fundamental change recently. Thanks.

Q: Morning you fabulous people,

My TFSA is heavily tilted toward tech and growth.

I'm gearing up for 2025. I see Orcl has had a healthy small consolidation.

I already own the big players. Is Oracle a buy in its current range?

Outside of the mag7, PANW, ANET, AVGO.

Do you have a compelling buy to add at a reasonable valuation in the broad tech sector.

Please deduct accordingly.

Thank you so much.

Q: What is your favourite drone manufacturer? Is there a strong case that could be made to buy the stock now?

Thanks.

Q: I am over weight in NVDA. Would you concur with selling 25% of my position and buying AVGO? This would be a 3% AVGO position and a 7% NVDA position.

Q: Can you comment on MU earnings? Does the outlook change your views going forward? Anything better to switch into? Thanks.

Q: Would welcome your analysis on Avgo v MRVL. Who has the higher growth rate, valuations are both high. Assume risks are fairly high as well , would you buy either at these prices?

Q: Here’s why Block (SQ) is a new best stock idea at Bernstein.

What's your opinion?

Buy now?

Thank you.

Q: Hello 5i
It’s been over a year since the last question on BIRK. How does its recent performance and guidance look?
Thank you
Dave

Q: Can you please give me your opinion of Amazon's recent quarterly earnings and future outlook for 2025?

Q: Happy Holidays 5i Research members,

Quantum Computing Inc. (QUBT) share price is on fire, also quite active. On a market selloff like today, QUBT was up 52.95%. Don’t know why? a risky one to buy?

Thanks,

Q: Good morning you fabulous people.

The bloodbath is far too late haha.

I'm looking for the top cyber security company at this time based on future growth and current value.

Is the premium for PANW worth it? Or is FTNT the steal here?

If you have another you'd place above these that's a little ahead of itself (PLTR) please give me your pick.

This is a TFSA holding for me. That is US based growth and longterm.

Thank you!

Q: Hello Team,
Which of thes two ETFs do you prefer and why. My though is that topt is not diverse enough. Also, what percentage in a portfolio would you be comfortable allocating to each?
Another question! Bkng has been off some lately. Do you consider it to be basing or is it a larger issue in your opinion?
Thank You,
Barry

Q: Best holdings for a US dolar RRIF, I already have QQQ and SPY, up sustantially and think I should take some profit and redeploy the cash. lookings fior capital appreciation not dividends
Thanks for good advice as always

Q: Could you comment on the earnings report, and why the drop in share price?
A month ago you stated that the current valuation didn't look attractive yet (close to $280 at the time). What you you consider a better valuation?

Q: Heico has dropped significantly today. Can uou please comment on their earnings and on the company overall. Is this a buying opportunity or a message to get out. Thank You.

Q: How many Goog (CDRs) in one Goog share

Q: Hi,

Given the share' s pullback after the annouced departure of Fiserv's President and CEO (he is joining Trump's team), do you see this as a buying opportunity ?

Thanks