Investment Q&A

Q: They are both down with ATZ reporting on Thursday.
Could it be that similar to DOO, the market is worried that
they hay have tariff trouble and that may impact them in the future?

Thanks

Q: In the last few weeks,the big 6 ex BNS generally hit new H after new H.Their CEOs are bankers ex BNS. BNS has been a laggard for 7 years,so the opportunity costs is huge while waiting for it to revert to the mean. So is it worth holding on longer? Chris White on Market Call like the big 6 with his top picks being RY & CM. Txs for u usual great services & opinions

Q: Woops
Hi - my previous question was perhaps overlooked. It asked "If you could only own one other US stock (i.e. besides GOOG) and sought the best risk-adjusted return over 5yrs, what would you initiate a position in today?"
5i answered: GOOG :-)

How about this: If you already owned GOOG and could only own a total of 2 U.S. securities (in any sector):
1) What stock would you pick?
2) What ETF would you pick?

Thank you.

Q: I hold GLXY in my TFSA. Now that it is no longer on the TSX it is a US listing in US currency. I’m down 6% and have not been too impressed with my foray into the crypto world (I also hold HOOD down 50% in a non-registered account). With growth the sole concern, and high tolerance for risk and volatility, what would you do with GLXY? The main reason for asking is now I have paid the currency conversion I could sell GLXY at a small loss and buy either GOOG, AMZN, NBIS or NVDA inside my TFSA. With a 5 year time horizon, could you please rank these 5 if purchased today.
Thanks so much for your expertise!

Q: Kraken Robotics stock has been on a downward trajectory, since early March, this year, losing about 30% value, from the high of $10.72. Even recent results failed to reinvigorate the stock and it continues to drift lower.

We know that this Co is one of your favourites and is considered to be a long term term story with stock making your list of potential compounders.

What is ailing the stock price in near term and what would be the catalysts to bring its traction back ?

Thanks

Q: Can I get your current view on this company.

Thanks

Q: Trimmed GOOG on apr 30 to keep things reasonable and looking to start a new $US position accordingly. Long-term hold.
Low in healthcare but could also increase technology.

If you could only own one other US stock and sought to best risk-adjusted return over 5yrs, what would you initiate a position in today?

Thank you for your awesome service.

Q: Hi there. If you’re looking for momentum this stock has it. What can you tell me about this company that is benefitting from the Ai trade. Would you take a position?

Thanks!

Q: Hi there, what are your latest thoughts on Lulu, getting even more interesting at current share price of $137?

New CEO coming, with Nike connection? Maybe something something possible here down the road with NikeLu??

Thanks!

Q: Im down 75% (GSY), Can you suggest a couple of stocks with better outlooks. Any sector. I'm not sure I want to keep it.
Thanks

Q: What is your assessment on SIMO Silicon Motion Technology Corp.? Thanks!

Q: Hello, if one assumes that the BOC and FOMC keep the rates steady, which one(s) of these would give me the sleep at night safety and best return, if that's possible.
Thanks
Carlo

Q: I have a bit of an overweight position in TVE at 10%. Do you think it has a lot of exposure in the event of the straight reopening? I noticed last year TVE increased while the price of oil declined. Thanks.

Q: Good Morning
What are your thoughts on Ouster last quarter and your thoughts on them moving forward?
ThksMarcel

Q: For a minimum 3 year hold what would your choice be between Teradyne and Micron. I only have room for one.
Thank you

Q: Have sold my ARX and would like to reinvest the proceeds in the oil&gas sector.Could i pleaes have a couple of suggestions.
Thanks for your help

Q: I'm down 40% on Karman in my TFSA. Thoughts on it moving forward? Does it have the potential to rise to its past heights and more? Happy to hold long-term if it's still got the right stuff. Thanks!

Q: Hi 5i
I hold these names in my RIF, and they have all done well, both of late and over time. ENB now constitutes 21.5% of my RIF investments, SU 15% and KEY 12%, meaning the three of them now sit at 48.5% of my RIF investments. My yield on cost for each is ENB - 6.8%, SU - 4.9% and KEY - 7.3% and I appreciate the income from each.
The balance of my invested RIF holds 32% in CDN banks, 10% in tech ETF's with good yields (HTA and TXF.B) and 10% in a few miscellaneous names.
Understanding that you do not offer advice about specific portfolios, would you consider it wise to offload 1/2 of my ENB, SU and KEY (or some combination thereof) to realize my gains and mitigate the risk of falling energy prices once Hormuz opens.
If so what 3-5 names would you recommend investing in with the proceeds, for diversification, safety, yield and long-term capital appreciation at this time?
Thank you,
Peter

Q: I'd like to increase my oil exposure and currently have positions in SU, ENB and TVE. Which companies do you think offer the best current opportunities for dividends and growth, at this time? Thanks

Q: Hyperscalers (AMZN, MSFT, GOOG, META) announced plans for a staggering, nearly one trillion dollars, of spending on AI buildout for the next year. Can you recommend a basket (5?) of companies that represent the best investments to benefit from this massive spend?

Thanks.