Investment Q&A

Q: Hello 5i,

As always, thank you for your insight. Back to basics question here and have a 2 part question.

Understanding you cannot make personal recommendations, would be very interested in your picks if you were building your portfolio from scratch with example $500K in funds and what your approach would be as it relates to portfolio diversification if you were a balanced/growth investor. In addition, what would you consider as best practice in terms of percentage allocation to different industries/ number of positions overall.

Assuming diversification, I am interested in your perspective as it relates to Dividends.

Can you please recommend what overall percentage of a portfolio should one consider for dividend stocks and your top picks (any industry and market?). Thank you in advance.

Q: Greetings, the above companies are all currently held (among others) in a Canadian dividend growth portfolio. For new money, what would be your top 5 choices to add to today? Long-term hold, income and stability with growth potential are key criteria. Would also like to maintain some sector diversification.

Thank you.

Q: Hello 5i, Could you comment on the deal between Chord and Enerplus also if there is any chance that Devon could come in with a better offer. I own Enerplus and would like to know if to sell into the current market or hold for a better offer?

Q: Hello 5i,

Could you please share your thoughts regarding the TSLA robotaxies announcement.

Also do you think there are downsides in owning TSLA via the CDR as opposed to the US stock directly? Is $16 CAD a good entry point for the TSLA CDR?

Thank you

Q: This is in the context of the interactive chart in the Company Profile section. If I take Enbridge (ENB:CA) as an example here is what I get in terms of growth over 5 years:
+37.10% (Company Profile / Interactive Chart)
-2.42% (using either iPhone Stocks App or Yahoo Finance or my Online Broker).


After some research, I found out that the interactive chart in Company Profile probably uses Adjusted close price adjusted for splits and dividend and/or capital gain distributions. The others are using the close price adjusted for splits. It seems to me that if we want to see the pure growth of a company, it is better to use the close price adjusted for splits which might not reflect the total return, but is very useful for analyzing price trends without the influence of distributions. What do you think? Is it possible to adjust the chart so that we can see both versions? Thank you

Q: Do you know how much ebitda Topicus is expected to produce this year from the analyst community? Thanks.

Q: I am retired and looking to deploy some cash. Could you provide your top 5 dividend companies in Canada and US with some growth potential as well?

Thanks
Tim

Q: WHAT IS YOUR OPINION? RECENT EARNINGS REPORT LOOKS GOOD. PERFORMING WELL. DOES IT STILL HAVE LEGS.

Q: What are top 5 AI stocks you recommend please?

Q: I am considering selling BIPC for a tax loss and rebuying after 30 days. Do you foresee any events in the next 30 days that might cause an increase in the stock price. I.e. financial reporting ,etc.

Q: Would you please compare these 3 stocks using your usual metrics and determine which one you would recommend for a tfsa for a 3 to 4 year hold and perhaps an entry price? Thank you.

Q: What would you consider to be the 5 best investments for a TFSA in 2024?

Q: I am trying to understand what kind of arrangements this company has with Lundin Mining Corp. Is it wholly or partly owned by Lundin. The stock seems to have done well lately but is a person better off holding Lundin stock and get the dividend. Many tnx.

Q: Could you please give your opinion on BELFB as company that could benefit in this sector similar to Hammond or are other companies that you prefer such as SPXC, EME, WCC, .Thanks so very much for you expertise.

Q: After the last Q results DCBO had a big jump that withered to half. Would you consider it a good point to add? Is the story still intact ie any positive/negative news from the company that you see?

Q: I mean this looks far more serious than just the stock going lower for no apparent reason. Seems to me there's trouble in the henhouse. Should we be concerned?

"Mar. 10, 2023, The Capitol Forum reported that prior to Feb. 2023 InMode had not been submitting mandatory reports to the FDA regarding injuries and malfunctions stemming from the use of its devices. The report also observed "a search of personal injury lawsuits filed against InMode over the last several years indicates the company has been aware of dozens more alleged serious injuries that it never reported to the FDA."
Then, on Oct. 12, 2024 The Capitol Forum published another investigative report finding that "far from charging full price for its products, InMode heavily discounts almost every device it sells and expects sales representatives to discount devices anywhere from 16% and 40% off the 'list price[]'" and "[a]ccording to one former salesperson at InMode 'the price is basically whatever the customer can get financing for.'"
These events sent the price of InMode shares sharply lower."

Q: Could CLS get a premium valuation similar to VRT and SCMI based on its forward earninggs and AI involvement?

Thx

Q: Over the last couple of months and as a result of comments made here I have started positions in the above five companies with funds allocated to higher growth potential/higher potential volatility etc.

Four of the five have done very well so thank you. In keeping with your philosophy of pulling the weeds and watering the flowers I have a couple of questions:

1) Would you sell ESTC at this point in time and realocate the funds to one of the four flowers or to a "new" high reward potential investment you would suggest?

2) The ESTC issue aside, would you be adding to any of these flowers at this point in time and in which order?

Thanks for guidance over these last number of years,

Terry

Q: I am 88 years old, I recently purchased a GIC in my name and I also added my two adult children to the GIC. Can you tell me what a bear trust is and would my GIC be considered a Bear Trust?
Also I put their name on my brokerage account to save probate fees.
I would like to know if these are considered simple joint accounts, or are they considered Bear Trusts?
Thanks as always for your expert opinion.

Q: I need to trim SMCI, NVDA and VRT. I have partial positions in AMZN, MSFT, AMD, LLY,GOOG, AXON, NXT, CELH, PLTR and NTNX. Could you please order the partial positions from high to low, for a potential add? What are your recommendations for 4 or 5 other growth stocks, any size/sector that I could investigate for a new position? Would any of the these growth stocks fit into the ranking of the partial positions? If so, could you place them into the ranking? Thanks very much for this service and the patience you show, in answering the many questions!