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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hello 5i,
Maybe it was replied in context of an answer to a question when it was stated tat Pfizer is a value trap. Yes, I am down $7,000 in Pfizer but I have a long term outlook. As a value investor, should I just wait it out and enjoy the dividends or get out, take the hit and replace it with something else? If replacing please suggest the alternative.
thank you
Read Answer Asked by STANLEY on June 04, 2024
Q: Hi 5i,

I realize this company is newly public so with little history it is hard to comment on fundamentals.
But do you feel the nuclear fission industry has a significant play in AI energy and basically is there anything compelling about buying this name for a 3 year hold?

Really appreciate all you folks do - the community you’ve created here with your expertise is inspiring!
Read Answer Asked by Josh on June 04, 2024
Q: What emerging AI companies do you recommend getting into and do you think Nvidia is still one to invest in at this time? First time investor.
Read Answer Asked by Scott on June 04, 2024
Q: Both KXS and MANH offer software solutions to manage supply chains.

KXS has low single digit operating margins and ROIC.
MANH has high operating margins (20%+), and high ROIC (40%+).

They have similar gross profit margins (~50-60%), and in fact, KXS is the higher of the 2. In comparison, is KXS "bleeding" money on certain expenditures that MANH is not, or why does MANH screen so much better? What is MANH doing different that has allowed its stock to grow over 3x the CAGR of KXS over the past 5 years?

If your investable universe included US stocks, would you side with MANH going forward as a replacement to KXS in your model portfolio?

Thanks,
Read Answer Asked by Adam on June 04, 2024
Q: Hello. I’ve held Algonquin Power & Utilities Corp. (AQN) for quite some time now. Unfortunately, all the gains have vanished, and the investment has turned negative in my non-registered account. Should I sell, hold, or consider other options? I also have Brookfield Renewable Partners (BEP.un), Brookfield Infrastructure Partners (BIP.un), Fortis, Enbridge, Telus, BCE, TD, SLF, NWC, BAM, PFE and Exchange Income Corp in my portfolio. As a retiree, do you have any suggestions for a dividend portfolio replacement? Thank you.
Read Answer Asked by Esther on June 03, 2024
Q: Can you please list in order your top 5 Canadian and top 5 US stocks in order based on conviction? Please also list a management rating, 10 being the highest.
Time frame 5+ years
Thanks
Read Answer Asked by Nick on June 03, 2024
Q: Hi 5I. I hold VRT and am quite happy to do so. The names I have listed may also have big potential in the AI / Data Center explosion. Could you comment on the worthiness of an investment in any of them, please?

Carl
Read Answer Asked by Carl on June 03, 2024
Q: These are seeing big drops today - powl in particular. Are you aware of any reason? I was planning on holding all three for at least a year but am now wondering whether I should bail. Any insight would be appreciated. Thanks.
Read Answer Asked by Jason on June 03, 2024
Q: It seems that any earning beat or miss is creating huge price movements, I realize this is speculation, but with the recent drop in Adobes price would you anticipate much of a drop from here if Adobe's numbers aren't in line. I am a shareholder just looking for some support.
Read Answer Asked by Steve on June 03, 2024
Q: My current exposure to the US market is through, ZQQ, VFV, VUN, VGG, and GOOG, AMZN, CVS, and BRK CDR’s. I would like to increase my US weighting and have CAD$150,000 to invest and am considering dividing this into equal amounts in V, MA, UNH, PFE, ADBE, and MSFT. Your thoughts on this approach and any other suggestions (5+ year holding period). Thanks!
Read Answer Asked by Don on June 03, 2024
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