Investment Q&A

Q: Hi team,
Was the share price drop in Srad a result of the share offering or preliminary results? What price are they offering shares at? What’s your take on the issuing of shares? Diluting can be bad of course, unless they are planning on buying something ?

Thanks

Q: Hi group presently holding 20%in cash (wait or start nibbling now). Light on both Cad /Us financials so can you give me you top 3 (in order of preference) in both US and Cad. Also light on gold and energy same analysis please. Thanks for all your guidance it is much appreciated.

Q: I figured someone else might ask this but didn't see it and I am trying to figure out if the secondary (and the resulting drop) are a buying opportunity or if it will be an overhang on the stock for awhile. Are shares offered as part of the secondary reflected in today's volume or were they already done separately and if so, at what price?
After answering the above, it would be great to know if you would buy here, sell here or wait to do either one for a specific trigger?

Q: PINK NYSE Arca/US Simplify Health Care ETF

Looks like just another health care ETF. Any uniqueness here or not worth investing in?

Thank you.

Q: Appreciate your evaluation of this ETF (OMAH) and is it best to have it in a RIF? Thanks!

Q: Please, For tax loss would you provide some proxy ideas for
CAN: CLS & US: TSLA MSFT CRWD.
Thanks you

Q: I'm considering shareholder yield as a factor for investing. Can I have your opinion of such a strategy and is there a favourable/preferred % when looking at companies? Finally, would you have 5 US and 5 TSX companies that you would choose when considering this approach? Dock me as many questions as you like and thanks!

Q: Moley Fool just posted the following comments on FLGT. I was wondering if you could comment on it and explain why you think it is or is not a good investment.

"Fulgent pivoted and became a provider of COVID tests, thus allowing it to load the balance sheet with cash. And while the COVID testing business has evaporated, that cash-heavy balance sheet remains.

There are two numbers that underlie Fulgent’s appearance in this BBN collection:

Current net cash/share = $27.70
Current stock price = $15.50
Yes, Fools, Fulgent currently sports an enterprise value of $(352) million or $(11.43) per share, and that is indicative of a company that is either (and potentially both) a fraud or burning through that cash pile at a rapid rate. We see no indication that Fulgent is a fraud, and we certainly don’t see any indication that the cash pile is in rapid decline. Heck, it’s barely in decline at all, with free cash flow of just $(19.2) million in 2024.

We’re running long here, and for more detail, I’ll point you to the recent forum post on the quarter and year that was. And to be clear, this is no Danaher. Fulgent definitely leans towards the speculative side of the industry. But my goodness, the business almost certainly isn’t worthless. Let alone the negative value the market has currently ascribed.

The glory days of the pandemic for this company aren’t likely to return any time soon, but even if it trades to its cash value, you’re looking at a pretty decent return from today’s price."

Many thanks

Scott

Q: What do you make of their earnings for the last quarter? It seems like a beat with positive guidance. What is the reason for the additional pullback today when the markets are increasing today? Is this stock still worth holding?

Regards,

Brendan

Q: Thoughts on the Q? Buying opportunity?
Thanks in advance.

Q: which 3 metrics do you use to value ISRG and UNH and how do they compare to their 3 year prior history ? what entry price do you suggest for each company. thanks Richard

Q: Hi there,

RTX reported today and it appears like good results but the share price dropped like a rock? Could you please give me your usual great analysis on this? Is it a BUY/ADD in a diversified portfolio?

Thanks!

Q: Hi folks, more a message for members, & why we joined/belong to 5i, and why U have to watch the webinars featured by Chris White/ Ryan Modesto/ Peter...believe back in Nov 24....Chris & Ryan had webinar where Ryan featured Sportsradar SRAD & Genius Sports GENI...never heard of either, but so convinced by Ryan...took full positions both...2 stocks have done well in chaotic conditions...Point is, Bank of America upgraded SRAD today, from "Underperform" to "Buy", T: U$28, also GENI upgraded today today with U$12 Target....bottom line: thanks to 5i of Peter & team, nothing/nobody better....merci beaucoup, jb Quebec

Q: Would be interested in your take on The search question. Many are saying Goog has lost its leadership position due to AI - I believe search is still the overwhelming cash cow for the company. It’s Gemini doesn’t appear to be getting much traction?

Q: Could you review this sticker in the wake of today's beat, Still a good time to initiate a buy?

Q: I hold BX in my RRIF for growth and income. Acknowledging no one has a cystal ball. Is it and opportunity to buy on days like this or is more patience required?

Q: We are down about 15% from the peak of the S&P 500. I have about 5% of my portfolio in USD cash to deploy. Would you advise going a fifth of my cash for every 3% further fall in the S&P 500? I have enough Google and Meta, but was looking at JPM and Apple. Any other US names you can suggest?

Q: Which tax loss proxies would you suggest for the following companies?
Are there some that you would rather stay in cash for a month or just sell out right and buy something unrelated?
I am a bit hesitant to sell BN,GOOG and AMZN for a tax loss as I feel they have the most bounce potential on good news. What do you think of that?

Q: Hi 5i,

Most of the MAG7's charts show a "Death Cross" pattern. Please rank which would be the most attractive to purchase for a 5+ year hold. Your answer can also include other companies that have exhibited this pattern. Looking for big caps, mostly US. Thx.

Q: What would be your best three stocks for a long term hold that have a good combination of dividend yield and modest growth on both the US and Canadian side of the border ?