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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 Peter and team,

We look into each question for your transparency on US holdings. We are truly thankful for that insight. I must say that our portfolio for US holdings would be so much better if your team managed our portfolio! :-) The 5i team is always 3-6 months ahead of the curve (buying or selling). We have and will continue to do well with your suggestions.

For all that you and your team does. Thank you.

D&J
Read Answer Asked by Jerry on January 31, 2025
Q: Can you explain what is behind the broad move higher in Gold and silver miners? Is it just the price of precious metals? How broad is this move and what, if any, other material sectors are also moving? Thank-you.
Read Answer Asked by Alex on January 31, 2025
Q: Currentlly my portfolio in gold consists of 3 holdings. They are :

AEM - YTD + 20%, 1 YR + 90%

NUGT - YTD + 34% 1YR + 67%

WGX - YTD - 8% N/A

As you can see the weed in the portfolio is wgx.

Question to you is when I prune WGX out of the portfolio should I just put that money into the other 2 holdings or should I add a third that is an elite performer.

What would be the best from a portfolio management perspective and if you decided to add a third what would it be?

Sheldon

PS Don't worry about NUGT I know the ins and out and have made lots of money on these leveraged ETF's like NUGT, QLD, NAIL, etc

Thanks
Read Answer Asked by Sheldon on January 31, 2025
Q: Can you please go over the metrics for this company. I understand that Chilili's (what % of revenue/earnings does it provide?) has become the favorite restaurant for gen Z and is driving its growth to over 20% thus the meteoric rise in the share price. The PE is 34 is it sustainable, do prospective earnings justify it? Is it a buy, sell ,or hold?
Read Answer Asked by John on January 31, 2025
Q: Hi 5i,

Considering taking a long term position in LMT but I am holding back due to potential US government cuts to defense spending.

I could see a scenario where Elon Musk/Trump administration would potentially cut back the costs of LMT's F-35 program in order to reach the administration's goal of cutting a trillion dollars in government spending. (Replace with Tesla Drones?).

F-35 program represents approx. 30% of LMT revenue. If this were the case what would this do to the share price? or is this already "baked in" to some degree?

Thank you,

Greg C.
Read Answer Asked by GREGORY on January 31, 2025
Q: I am a bit confused why a company with about 25% of its current market cap (40+ million USD cash as per last quarter report) sitting in cash on the balance sheet - with no debt - would raise 10% more equity (just 20 million cad) at a 10% discount to its current price which is already quite cheap… I am scratching my head… I really like this stock/company but now I am questioning management haha. Am I wrong? Thanks
Read Answer Asked by Scott on January 31, 2025
Q: For a non-reg account, looking for some high quality dividend names. Companies that have a history of growing their dividends with a good stock price track record. Already own, RY, TD, POW, and ENB
Read Answer Asked by John on January 31, 2025
Q: Sorry for another NVDA question.
I''ve trimmed it several times as it went up in the past and was waiting for it to reach 10% to trim again. It was 9.5% of my portfolio and now 8% after the deep seek news.
Understanding that portfolio weights are personal to each person, if it was YOUR portfolio what weight would YOU be comfortable today holding NVDA?
Thanks
Read Answer Asked by Marco on January 31, 2025
Q: I am looking at industrials that will do well in the USA in the initial Trump period. I see you often recommend TT, but it is down where it was last September, which appears to mean negative momentum, which, you usually steer away from. Do you see strong upside for TT in the next couple of years, and would it be your choice, or one of your picks for this goal? Would you pick it over FIX? Is there anything in the Deep Seek revelations that would negatively affect either holding? Are there other holdings you would recommend, and would you choose more than one, and would you wait a bit for the markets to settle? Thanks!
Read Answer Asked by Kim on January 31, 2025
Q: Do you prefer CRM or NOW. It seems CRM is down in sympathy with NOW results. Were they really that bad? CRM trailing PE is almost 30 but NOW is much higher I believe. I have sold half my NVDA with the idea to move it into the next phase of AI adoption, software. Am thinking one of these and perhaps PLTR. You have much posted on it, any information you could add regarding buying it, would be helpful. Any other software companies you would consider? Thank you so much.
Read Answer Asked by John on January 31, 2025
Q: I use VFV for my US stock exposure. Is one ETF enough or should I spread it out over 2 or more.
If more please provide some suggestions.
Read Answer Asked by Stephen on January 31, 2025
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