Investment Q&A

Q: Everyone, interest rates are declining and people / companies will have reduced costs due the reduction in interest rates. What are the projected cost savings? How significant is that number? Clayton

Q: Please provide me with 3 each US Industrials and Materials.

Also would appreciated 3 more us stocks you would recommend that are not expensive. So many have gone up and are now near the top. Please provide me with best of breed US companies that still have room to run.

Q: BMO is getting back up to its 52 week high. However, it has been in this range twice before in this year and then they announce their quarterly results and the stock drops 10%. They will be announcing their results in about 4 weeks. Is it time to reduce my exposure to see what happens with the results?

Q: Hi,

Can you please confirm the FY24 and FY25 consensus EPS as seen on your Key Ratios company page for WELL. It seems the EPS is forecast to drop approx 40%.... .17 cents vs .12 cents respectively which does not seem very enticing. Although many of the other key ratios do look attractive so I wonder what is keeping this stock from performing better?
I have owned WELL for awhile now (marginally ahead) but my patience is growing thin and was thinking of splitting some of the proceeds (if I sell) towards Vitalhub and/or Kneat (which are both now close to their 52 week highs vs WELL) as part of my small cap health exposure. I took part in a DKAM update yesterday and they have VHI and KSI as part of their top 10 stocks for 2025 and I have followed some of their recommendations for years and done very well.
Just curious what your favourite is of these 3 health stocks. In the past you have suggested all 3 as favourable at various times but I know acquisitions etc can move some stocks ahead of others and all have made recent headlines.

Cheers,
SMc

Q: I've been considering buying TVK for some time. One of the things holding me back is the potential of a Trump victory and the subsequent imposition of 20% across the board import tarrifs. Given the resource industries that TVK supports, what impact on share price would you predict such tarrifs would have? Would you suggest prospective buyers of TVK wait until after the election to wade in?

Q: Can I please have your view on GPAC?

Q: What are your thoughts on 3-5 years for this stock? Henry

Q: Hello 5i

I have held ULTA and SMCI (full positions) for about a year and am reconsidering them due to changes in forecast etc.
Could you suggest 5 alternate names in the US that project growth in the next 2-3 years?
They do not need to be sector specific just strong growth and good fundamentals.

Thank you tremendously for all you do!

Q: Good morning,

What is your view on ABX today, it has lagged the stock price increase of AEM and NEM with gold at all time high of $2700.

Thanks,
George

Q: I get it that general-contractors like BDT are exposed to cyclicality in ways that engineering-and-design co's like WSP are not, but then I compare their P/E ratios (20.5 vs 54.5) and wonder if the latter could ever grow as much as the former - or is BDT's low P/E just a fact of life in cyclical sectors, such that it's the one that's growth-limited?

Q: What are your thoughts on weekly covered call strategy ETF that pays you weekly dividend.

QDTE and XDTE.

Thanks for your excellent service.

Q: I like BN and have owned for a while mostly on the idea that they are smarter than me and doing things with money I could never do. But, how do you evaluate a company like BN? What objective metrics would I use? Regular financial like PE and ROE don't seem to fit per se...so when do I know I could sell for instance or buy some more as it's a 'bargain'?

Q: Hello 5i:
I want to add to my AI exposure with a 3 – 5 year horizon.
I already have sufficient TSLA and AAPL, and moderate positions in NVDA and MSFT, and a starting position in PLTR.
What would be your choice(s) for adding to any of these, and/or starting new positions such as AVGO, DELL , TSM, or others? I have avoided GOOG due to possible breakup legislation.
Many thanks for your ongoing great service.

Q: What was the reason for the 16% jump in the stock price today? What is your opinion of this stock? What would you expect for a target price in one year?

Thanks,

Brendan

Q: According to my TD research, on a 1, 3, and 5 year basis, ZLB has outperformed ZCN despite ZLB's higher MER and lower dividend. Is that a reasonable apples to apples comparison? I'm wondering if it's worth it to sell my ZLB and buy ZCN or does it all work out to about the same? Thanks. And belated Happy Thanksgiving

Q: Hi team,

What are your thoughts on the current valuation of this company?

Do you believe there is still a significant runway over the next 15-20 years?

Thanks

Q: Hi Team,

What are your thoughts on the company's current valuation and it's future prospects?

Do you believe this could be a long term compounder? Would you be comfortable buying it here?

Thanks,

Q: Hi Team,

What are your thoughts on the company's current valuation and it's future prospects?

Do you believe this could be a long term compounder? Would you be comfortable buying it here?

Thanks,

Q: Could you please provide your top 3 stocks in the cyber security field?

Thanks

Dave.

Q: Which one of Td or Bns do you think willl provide the best return over the next 3 to 5 years?