Investment Q&A

• Meta Platforms Inc. (META)
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• Align Technology Inc. (ALGN)
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• The Trade Desk Inc. (TTD)
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• Arista Networks Inc. (ANET)
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• Rocket Companies Inc. Class A (RKT)
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• Palantir Technologies Inc. (PLTR)
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• UWM Holdings Corporation Class A (UWMC)
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• monday.com Ltd. (MNDY)
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Q: Good evening,

I am relatively new to options and would like to buy either a straddle or a strangle (using options with around 500 days til expiration). Would it be possible to get a list of maybe 5-10 companies for which the implied volatility is significantly lower than the historic volatility? Also what other factors would you look for in a company that you are doing a straddle/strangle on?

Thank you very much,

Aidan

Upvote 5

Read Answer Asked by Aidan on July 18, 2024

• Usha Resources Ltd. (USHA)
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Q: Could I please have your view of USHA Resources?
Thanks in advance.

Upvote 1

Read Answer Asked by John on July 18, 2024

• Celestica Inc. (CLS)
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Q: What does the market expect from CLS next week?

Thx

Upvote 2

Read Answer Asked by blake on July 18, 2024

• Tenable Holdings Inc. (TENB)
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• Crocs Inc. (CROX)
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• CECO Environmental Corp. (CECO)
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• Aspen Aerogels Inc. (ASPN)
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• TransMedics Group Inc. (TMDX)
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Q: In the "rotation" that is moving through the market what would be your top 5 stocks in each of the US and CDN markets that stand to benefit most (listed in order of conviction if relevant) and a brief note as to why.

Thanks,
Terry

Upvote 24

Read Answer Asked by Terry on July 18, 2024

• ASML Holding N.V. (ASML)
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Q: Greetings 5i,

Despite beating analysts expecations, AMSL is dropping like a rock today on fears of the US Govt imposing restrictions on trade to China. How serious do you view this? Trying to decide on whether it's time to get out. Thanks.

Upvote 3

Read Answer Asked by Glenn on July 18, 2024

• iShares Russell 2000 Growth ETF (IWO)
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• ISHARES TRUST (IJT)
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Q: Just wondering if i am a bit late for the small cap party? If I were to increase my holdings, which of the above do you think is best? Or, is there anoter etf that you would recommend?
With appreciation

Upvote 2

Read Answer Asked by joseph on July 18, 2024

Q: Morning 5i Team,

May I please have your comments on the apparent rotation out of tech stocks over the last few days? Do you see that as a fleeting thing or see that as sustaining?

Cheers,
H

Upvote 11

Read Answer Asked by Harry on July 18, 2024

• Heico Corporation (HEI)
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• Heico Corporation (HEI.A)
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Q: Hi 5i,
Both are supposed to be economically equivalent, with the A shares having 1/10 the voting power. I would think that the A shares would be more liquid, but that is not the case. The premium for the regular common (non-A) is much larger. I currently have the non-A class; would it make sense to sell and by the A class to capture the premium? Or am I just overthinking it?

TIA

Upvote 2

Read Answer Asked by Wayne on July 18, 2024

• Intuitive Surgical Inc. (ISRG)
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• Micron Technology Inc. (MU)
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• NVIDIA Corporation (NVDA)
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• Advanced Micro Devices Inc. (AMD)
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• Axon Enterprise Inc. (AXON)
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• Vertiv Holdings LLC Class A (VRT)
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• Trane Technologies plc (TT)
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Q: I am down about 19 percent on MU and thinking of selling as it seems to be out of favor these days. Could I have your opinion and what would be a better growth option or two. Thanks

Upvote 8

Read Answer Asked by Bruce on July 18, 2024

• Restaurant Brands International Inc. (QSR)
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• Alaris Equity Partners Income Trust (AD.UN)
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• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
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• First National Financial Corporation (FN)
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Q: How would you rank these for overall return for a TFSA and a cash account? Would you buy them are their current prices?

Upvote 2

Read Answer Asked by David on July 18, 2024

• ADF Group Inc. Subordinate Voting Shares (DRX)
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• Docebo Inc. (DCBO)
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Q: Which would you prefer going forward at today's prices?

Upvote 6

Read Answer Asked by Rick on July 18, 2024

• iShares Russell 2000 Growth ETF (IWO)
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• Vanguard FTSE Developed All Cap ex North America Index ETF (CAD-Hedged) (VI)
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• SPDR S&P 500 ETF Trust (SPY)
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• iShares MSCI India ETF (INDA)
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Q: I am looking for income and some growth,but income is more important. With that in mind what are favorite ETFs in the following areas ?
International ,excluding North America
US small cap.
India
US large cap.
Thank you,
Philip

Upvote 2

Read Answer Asked by Philip on July 18, 2024

• BMO S&P 500 Index ETF (ZSP)
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Q: I am retired and want to buy a hedged ETF for either Nasdaq or the S&P 500. Which do you recommend and why?

Upvote 8

Read Answer Asked by Ron on July 18, 2024

• Weyerhaeuser Company (WY)
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• Canfor Corporation (CFP)
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• West Fraser Timber Co. Ltd (WFG)
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Q: Of these 3 companies, which one do you feel that has the most upside potential. I would appreciate if you would give some insight for your pick.



Earl

Upvote 2

Read Answer Asked by Earl on July 18, 2024

• Constellation Software Inc. (CSU)
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: I almost gag a putting these two in the same question. Could you please provide a comparison of compensation for the two CEOs?

Upvote 15

Read Answer Asked by Danny-boy on July 18, 2024

• Celestica Inc. (CLS)
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Q: What is the path forward for CLS . Still a buy or wait for earnings to come out? Would like your opinion on the big drop in natural gas prices? Thank you.

Upvote 3

Read Answer Asked by kenneth on July 18, 2024

• Broadcom Inc. (AVGO)
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• Meta Platforms Inc. (META)
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• Alphabet Inc. (GOOG)
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• Alphabet Inc. (GOOGL)
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• NVIDIA Corporation (NVDA)
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Q: Hello, of these 4 , which ones would you buy today for a 5 year time frame, and why?
Thank you
Carlo

Upvote 8

Read Answer Asked by Carlo on July 18, 2024

• Starbucks Corporation (SBUX)
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Q: Can you tell me what analysts are expecting for Starbucks' upcoming earnings on the 30th?

Also do they break out expectations by how much same store US sales they are expecting?

Any and all details appreciated.

Upvote 1

Read Answer Asked by Max on July 18, 2024

• iShares Core Canadian Universe Bond Index ETF (XBB)
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• iShares Core Canadian Long Term Bond Index ETF (XLB)
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• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY)
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• Hamilton U.S. Bond YIELD MAXIMIZER TM ETF (HBND)
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Q: Can you please recommend 3 bond ETFs that will provide in one year 10% yield including both dividends and capital appreciation?

Upvote 2

Read Answer Asked by Ron on July 18, 2024

• Cogeco Communications Inc. Subordinate Voting Shares (CCA)
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Q: Hi, stock popped yesterday but I'm not seeing a reason to explain such a move, notwithstanding a secular rotation is on again, and results were posted last week. RCI?

Upvote 1

Read Answer Asked by Darren on July 18, 2024