Investment Q&A

Q: Hi Team,
Two different companies but wanted to ask if you can rate each of them in terms of risk from 1-10 and potential stock price appreciation 1-10.
Minimum 6 year hold in RRSP
thanks

Q: Hi 5i,
Mother or kids?, If you have to pick one for all the good reasons, which one would it be ?
thanks

Q: Can you comment on LLY last quarterly earnings. Thank you.

Q: Time for a RIFF withdrawal. Just under $27K. Don' t need the funds. I usually roll the proceeds into an unregistered account.
Question. Do I buy a dividend grower EIF or do I add a few dollars and add buy 10 more shares of CSU? What would Peter do? Thanks in advance. David

Q: Peter and His Wonder Team
MDI up 4% on monstrous volume...any news?
Thanks!

Q: A bit of a different twist.Can you suggest your top five companies that have both the highest inside ownership and smallest relative float that you currently favour?

Q: I have held KRBN in a registered account since early 2022. At the end of last year they paid out a huge dividend representing about 20%. I recall being very surprised at the time and couldn’t really find a lot of info or a clear explanation. Could you shed some light on why the fund paid out such a large dividend last year and is this a regular occurrence that can be expected again at the end of this year?

Q: Price movements in the US after-hours market have had me puzzled for months. I have noticed *unexplained* spikes in share prices in after-hours trading. As a simple test , I set up price alerts on a dozen Nasdaq-listed companies and asked Schwab’s platform to alert me if the prices fell by significant percentages— amounts that were , say, 20% below closing prices, and that price drop was not attributable to earnings releases or other news .
To my surprise, the platform sent me far more alerts than I expected. All alerts were after hours.

Here is an example on trading in NVDA after 5 PM November 8, 2023. NVDA traded almost 35 million shares during the day within the price range: US$459.68 – US$468.67 (a tight range of 0.21% , from high to low).

At 5:17 PM I received an alert that NVDA had fallen below US$393. I checked on nasdaq.com for the after-hours trading. The low price shows is shown at 5:35 PM as US$228.29, after which shares went back to US$461, apparently soon after.

The above is not necessarily an isolated case, going by my alerts being triggered. Notwithstanding that my test is simplistic , I ask if you have any knowledge of how, and why this happens.
(Screen shots below but I am not sure if your system will show images).

Q: Hello,
What are your thoughts on ERE.UN as they start to sell individual units to pay down debt and prove their NAV might be higher?

Thank you,
Brent

Q: Any thoughts re why the stock jumped 18 percent yesterday? Would you consider the stock a buy, sell or hold? Thanks

Q: I have a half decent position in Alimentation Couche-Tard...Never enough when a stock is gaining and acting well...
- I have wanted to add to my position for a while, but have not pulled the trigger yet, And I Missed buying before the recent run up...

- Do you think buying more shares at this point makes sense or would you wait for a pullback...
- Valuation wise do you see as good entry point to add or hold
Thanks

Q: Could you suggest me five Canadian and Five US companies who have the most chance of going up in today's scenario or have potential to go up when the interest rates start going down.

Q: What do you think of Fidus’ results? Thanks.

Q: Hello, I think I made a mistake in buying WFG. It has not done well and is at the mercy of lumber prices and the government (I think?). I used to own SJ and it may have more control of it's destiny. Your thoughts please. Frankly I'm starting to think I don't need materials as there is too many, copper, lumber, steel, gold..... I also own AEM in the sector. How do I choose? I prefer a safer less cyclical stock if that's possible in this sector. Any advise would be appreciated. Thank you.

Q: Hi 5i,

Can you provide some US names that you feel are trading at a discount today, are well managed companies with a runway for growth and are suitable for a long term investor. A few small, mid, and large cap companies would be appreciated, irrespective of sector.

Thanks.

Q: How does Roper compare to CSU? Thanks.

Q: Could you do a quick review of the 3 online activity/trip/booking companies and provide your order of buying with a short explanation of your most preferred to least preferred. If you believe there's a better investment than these three in this sector, which would it be and why is it better? Thanks so much for all you do. Regards, John

Q: Hi Peter,
Crox’s latest sales forecast is disappointing and the stock has steadily been dropping for many months. What do you see is necessary before this stock will regain confidence and pop? I have this stock in my TFSA so cannot take advantage of tax loss. Is this stock worthwhile to hold onto? With the opportunity cost, does it makes sense to switch? Which other US consumer stocks would you rather buy at this time that have a much higher growth projection for the next few years and financial stability to weather a recession? Thanks.

Q: Hello 5i,

As always, thanks for your sage advice.

I am light on international exposure. I am thinking of adding an Indian and Mexican ETF as both economies are robust and likely have a long runway.
Firstly, would you agree? and if so, could you suggest a go to fund for each.

And if no, could you advise what you think would be a better path?

Much appreciated,

Ralph

Q: Which companies in the 5i Growth portfolio have the most consecutive quarters of revenue growth? Please list top three in order.
Thanks!