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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: I'm cleaning up my portfolio and would like your take if any of these can come back from the dead? they are all in a registered account so no tax loss available. these all are now less than 1 % of total portfolio would it make sense to add to any (STC, ILLM)?
Read Answer Asked by Dave on July 09, 2025
Q: Good afternoon 5i
I have been hanging onto nfi, thinking there might be brighter futures. Recently, however, I have been reading about the prominence and advanced features of Chinese electric vehicles, including busses. It seems that the only thing keeping them out is tariffs. I am really concerned that if they had free reign that the hopes for nfi would dwindle. Tariff policies can be changed. What likelihood of more permissive tariff policies for Chinese electric vehicles happening.
Thanks for your great work
Read Answer Asked by joseph on March 31, 2025
Q: Hi 5i,
Could you provide your opinion of the likely direct and indirect impact of the promised US tariffs (or just the threat of same even if they don't ultimately come to pass) on the 1-to-2-year SP of the five noted names? I 'm not confident in my ability to discern which companies have a significant degree of immunity (although I think these 5 may).
Thanks,
Peter
Read Answer Asked by Peter on March 10, 2025
Q: Could I have your thoughts on these three companies for new positions in our new investing environment.
Thanks Steve
Read Answer Asked by STEVE on February 05, 2025
Q: HI,
Is there a future for small EV manufacturers? Most of them are bankrupt or doing poorly (VMC, LEV, RIVN,NIO,LCID). I owned NFI in the past. Seems one of the last survivors, besides large American (TSLA, F, GM) or Chinese companies (LI, BYD). Would you invest in this sector, if somebody does not want to support chinese businesses? Which stocks would you find interesting right now, or post-Trump taking office? Could be stocks related to the sector, but less sensitive. Thanks a lot.
Read Answer Asked by Denise on December 05, 2024
Q: I believe all of the companies have reported. May I have your comments please.
Read Answer Asked by Margot on November 12, 2024
Q: Hi Team,
after today's decline in DRX that seems overdone I am thinking to initiate a position in DRX. I am very tempted to sell my NFI stake and make the switch for shares of ADF Group. What would you think of the move and would you have any other suggestions to replace NFI in my Portfolio.
Read Answer Asked by Michel on September 13, 2024
Q: Hi Peter…I see both SIS & NFI set 52 week highs today with NFI up 40% year to date. I have owned SIS for a number of years thanks to 5i, so thanks again! I also owned NFI about 10 years ago and sold my shares in stages generating a profit every time, and yes the profits shrank as time passed! I know you’re negative on NFI, but you also recommend buying stocks which set new highs. I’m considering selling my Super Micro and buying either NFI, SIS, MDA or SHOP. Of the 4 I have an existing position in SIS only. I believe I am an “aggressive” investor but Super Micro’s roller coaster ride is testing me. I have owned NVDA since 2017 which I consider to be a core holding. Maybe I don’t need to own 2 chip makers? I’m perplexed, could you give me some guidance?
Thanks,
Jim
Read Answer Asked by James on August 12, 2024
Q: Hi 5i,
Just mulling over how to punch up a part of my TFSA that's not done much for me lately and is looking like it might do even less in the next year or so:
Specifically, I'm considering the wisdom of selling all the CTS I hold (at a fairly sizable loss) and replacing it with either NFI (which seems to be trending in the right direction, share price wise) or DCBO (which might be at a good entry point right now) in the expectation that by making this move in a year's time I'll be ahead of where holding CTS would leave me.
So, boiled down, is selling CTS now sensible, and is either NFI or DCBO a good replacement and, if so, which one is likely the better replacement?
And if neither, could you suggest another?
Thanks for your thoughts.
Peter
Read Answer Asked by Peter on May 15, 2024
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