Investment Q&A

Q: Hi 5i.

Fiera is up 25% over the past month, but I haven't seen any news that would account for this. Are you aware of any developments there?

Q: Peter; Not a question but a big thank you - you were consistent in your recommendation on CROX. I was one of the faithful- again- and was rewarded nicely this am! Thanks - again!
Rod

Q: Hi, I own a bit of Lumine at a fantastic average cost. It obviously has had a run and is settling down in 2024. I have some extra cash now because of a fresh TFSA year. Would you be a buyer of LMN right now on the pullback? This would make my ACB jump quite a bit, so curious. Would you wait a bit to let is drop a few bucks more? Thanks for your great work.

Q: I received shares of lumine but i have been rather lax regarding them, since i already had a lot of csu and toi. But, tou mentionning it the past few days has piqued my interest. So, i have a couple of questions. My account indicates that I have about a million and a half percent profit! That can’t be right. Is there something that i don’t know happening here?
Thanks for yourexcellent business, as usual

Q: Peter; Re Lin’s question on his sons FHSA at TD- my granddaughter also has her FHSA at TD - I advised her to buy an ETF instead of the TD MF - but TD wont allow it- or individual stocks, Very restrictive - and ANTI TRADE ! Haha.
Rod

Q: You recently provided me with your top two picks in the industrial REIT space- thank you. Could you please do the same for the CDN office REIT space. Again looking for a focus on share price appreciation over dividend yield. Thank you.

Q: Understand that crypto is outside of your coverage universe, I am curious to hear your thoughts on Bitcoin as an investment.

How viable is it?
Do you see it appreciating in value over the next 5 years, and if so, would you expect above market returns?

Lastly, for an agressive investor (with the clear and unequivocal understanding that huge losses can be Incurred), what would seem like a reasonable portfolio allocation, in terms of percentage, to BTC? I was thinking 10%.

Thank you.

Q: With the potential Bit Coin Spot ETF ruling on January 10th from the SEC being a positive one for BlackRock, Vanguard, Fidelity, Ark and other Investment Companies, does it make sense (and dollars) to take a nibble on HIVE or MARA (knowing there would be a 30% currency hit in the case of Mara)? I realize things will be very volatile so just a small position to start. Thanks, Lesley

Q: Hello!

Can you compare valuations of CSU, TOI and LMN?

Im holding on TOI since the end of 2021, hoping for some recovery.

Thanks!

Q: I am considering making an investment in this ETF. I understand that it basically follows the returns of the S & P 500 and is equally weighted. Any information you may have on this ETF would be appreciated. Do you consider it a good investment. I look forward to your timely comments. Thank You.

Q: What is your opinion of Faraco?
Thanks

Q: Does the increase in catastrophic weather not impact the P&C companies? Maybe they will just increase premiums to offset the new normal?

Q: I have owned Theratechnologies since 2018 and watched this stock fall since I purchased it. The stock has been rising the last few weeks and was up 23% on Friday. I couldn't find any exciting press releases that would explain the increase. Do you know of any reason for the recent increase?

The 5 analysts listed on Qtrade have a price target of anywhere from $5.50-$12.04. How much faith can we put in the price targets of analysts?

I was quite excited that it was up to $3.03 but just noticed there was a 4 for 1 stock split in August 2023 so my 700 shares are now only 175 shares. So rather than being down 60% I am actually down 90%. Yikes, I better not tell my wife about this trade!

My holdings in TH are only worth $530 now. Should I sell this loser now or is it worth waiting until the annual report (November year end) comes out?

Q: If gold appreciates significantly in the next few years, would you buy bullion wafers/coins or shares in quality companies such as Agnico Eagle or Franco Nevada?
With appreciation,
Ed

Q: Hi Team,
could you rate these companies for a 3-5 years horizon considering I am looking for income and capital preservation but a bit of capital growth would also be good...

Thank you

Michel

Q: Hi,

KXS or Lumine for long term growth?

Thanks
Robert

Q: GDI or TSU for 2024?
Thank you!

Q: Hello, I have the following in my TFSA: GIB.A, OTEX, NVEI, KXS, DSG, DOL, NXR.UN, with more or less the same weight. I am under water with NVEI, KXS, NXR.UN. Should I just sell OTEX, DSG and GIB.A and buy XIT instead and wait for NVEI and KXS to break even before selling them and buy XIT? I know XIT has 50% in SHOP and CSU and 5i likes CSU very much. I am less sure about SHOP. What is your opinion of SHOP for a long term hold? I did not fully understand their recent change of strategy. FYI, I have US tech names in a cash account, that’s why I am looking at CDN names in my TFSA. Thanks.

Q: Everyone, what did you learn at the end of the first week of trading? Clayton

Q: Can you recommend any small or medium cap, US dollar denominated ETFs, that don’t have any dividends, phantom dividends, ROC, etc? Only looking for a capital gain/loss.