Investment Q&A

Q: A rather timely question this morning for 5i clients. If you wanted to add on the big pullback this morning, what would be the 3 names you'd add to? Thx

Q: Is this worthwhile ( Canadian at about $22or should one just buy on that NYSE?

Q: Hi,

Comments on NXT's quarter, please and thank you! Numbers didn't look bad to me.

Michael

Q: why did kkr drop so much on last Friday

Q: Your thoughts on this stock. Also, what would explain a yoyo round trip in the stock price in 1 day on increased volume as seen on Monday. Thanks

Q: Hi, Could you please comment on Palentir earnings. Thank you

Q: Your thoughts on this company. Is it a buy, sell or hold. Thanks

Q: Thoughts on the quarter and guidance ? Thank you.,

Q: Hi 5i Team,
If you can only buy one of them, Broadcom and AMD, which one would you prefer?

Q: Read the Q&As almost daily for several years now.
Senior, retired and living on government pensions.
My question is about a growth-oriented TFSA cash allocation of about 10k or less than .75% of total equity portfolio. Will not need the funds for another 34 months.
Understand you cannot indicate position size or provide personal advice.
Current TFSA holdings in order of largest %age gain to biggest losers in TFSA is: TFII, TRI, DIR.un, DSG, KXS, LMN, TOI, TVK, EQB, DOL, DOO, PMZ.un, TIXT, REAL, S, HOT.un, EGLX. Top 10 are in excess of 1.50% of position size. Bottom six are headed for exit ramp in due course.
Across entire non-reg and TFSA portfolio am underweight Cons Cycl, COMMS, Industrials, Healthcare and international multi-sector.
Pondering adding to existing or a new TFSA position to add to the 40-plus I already have. So how would YOU allocate this 10K today?

Q: Hello, in an answer to a question back on March 8th of this year you indicated some attractive entry prices for the Canadian CDR's of the Magnificent 7. What would be your current attractive entry prices given the changes over the past few months and the recent reporting season?

Q: Is it time to buy Intel?

Q: Can you please let me know if SOXS, FNGU and MAGS could be traded in TFSA account? Thank you!

Q: I was away on holidays for the last few weeks and have watched the whole CRWD disaster unfold but did not do anything with my shares. CRWD has a whole section on their site about the issue but of course nothing on how they will compensate their customers. Am worried that each new lawsuit may knock the stock price down more and it may not recover for years. But on the other hand, maybe the big sell off is over. I am still up nicely BUT at this point, with the share price down around 40%, would you consider selling all or some, or hold? Thank you.

Q: Hello 5i Team,

Long-time holder of CBZ, which has been a consistent performer.

The share price has dropped significantly today after an earnings miss and a coincident announcement to acquire Marcum. Not sure which event is contributing more to the share price reduction... or if it's both.

Could you please comment on the current situation and future prospects for CBZ. Is this an opportunity to add to my position? Or do you expect the share price to languish for a while? If so, how long?

Thanks in advance for your always helpful advice!

Q: Nice earnings from Howmet Aerospace Inc and looks to be a great stock since COVID decline.

Can I get your updated views on this company and compare/contrast to Heico, TransDigm, GE Aerospace and 1 other NA listed competitor I am missing (BOEING)

Please rank from best to worse for a 5 year hold risk not an issue looking for largest gains based on best guess of course.

What 2 main financial metrics would you look at for these specific companies ?

It seems the standard symbol for Howmet Aerospace Inc. (HWM) is not showing and only 2 questions under the symbol with Ex-Distribution - FYI

Q: Insider Buying Thx for the your latest article 5 Long term rules. With regards to the insider buying rule are there any companies at present that you see with significant insider buying ? Thx for all your support.

Q: I'm hoping everyone at 5i is enjoying their summer. Just recently I trimmed NVDA, META, GOOGL, MSFT.Would you please suggest 3 or 4 ideas for small cap tech and also US growth potential industrials. Thanks for all you do!

Q: I am down about 23% on a small position in ATS. If I decide to sell it for a tax loss, what are 2 or 3 US growth oriented industrial stocks to investigate as a replacement?

Q: Please provide your assessment on the quarter and your view on the next 12/24 months