Investment Q&A

Q: Their earnings report today borders on incredible. It looks like they will earn at least $80/share in the new 12 months, which means their PE is very very small and the stock seems very cheap. The only question I have is about their capex plans - they are building so much capacity (all over the world), all the way out to 2028, that I wonder when demand is likely to peak. Keeping in mind this is a cyclical stock, I don't want to get over my skis. I love it short term, but do you have any expectation of when the supply will be sufficient and margins will start to come down? I suspect fears about this issue is what is holding the share price down

Q: Hello, could you comment on BOYD earnings?

Many thanks
Stephane

Q: hi group thinking of selling BYD.CA presently trading at break even /held it for many years but been dead money time to sell? (ITs in my TSFA also own FTS ATZ,TOU BAM ENB FFH in what order should i add if decide to sell BYD:CA or hold the cash for now as there may be better opportunity in the near future sure looks like a market correction to me

Also same with NRGI the only money made here is on the dividend (owned since inception) what should i replace it with ? again maybe just keep the cash until things recover a bit? its in a cash account

Not happy with my tech holdings either own GOOG AMAZ NVDA MSFT CLS SHOP (12 % of my portfolio ) is that too much or not enough exposure for this marketthanks for your help with this

Q: The controlling shareholders are active in the day to day and hold over 50 % of the outstanding shares.
It seems logical that they will want to retire soon.
Do you agree that a transition is near term likely ?
The stock is rising lately ?

Q: GLXY on TSX Delist on Mar 19.Received no instructions.I did not take any action.What happens now?will it automatically transfer to US? Txs for u usual advices & views

Q: I am wondering about your newfound enthusiasm for HME, and why this microcap is lately being recommended alongside stocks such as TOU, SU, CNQ and IMO. As recently as Jan. 29 in a reply to Thomas, your opinion was decidedly less positive about the stock and its prospects.
What has changed, that we should be taking a closer look at HME?

Q: My RRSP has a roughly 50/40/10 split between core compounders, defensive holdings, and income holdings. I will not need any of the money for at least five years. What do you think of the split? Could I please get your top stock and ETF recommendations for an RRSP today? Also, what do you think of FIE, ZRE, and covered call ETFs in an RRSP? Thanks.

Q: Hi 5i, I’m selling Walmart and looking to buy four company’s in the consumer stapes area, two companies that are retailers and two that sell to the retailers. I’m looking for at least a two percent dividend, what do you think of Tgt and Mdlz and Nsrgy? TGT looks like it’s bouncing off a bottom. Also can you name a few companies that you would recommend. Appreciate the help

Q: Hi 5i,

What are your top 5 conviction stocks currently (Canadian or US)?

What about your top 5 defensive stocks (with a dividend) if we are concerned about a downturn in the market?

Thanks,
Evan

Q: Does NBIS have any type of a moat? Could you please describe how strong this moat might be? Does NBIS have any competitive advantages in the current AI race?

Q: Greetings 5i, may we please have your comments and opinion on Lululemon's results and the outlook going forward. Thank you.

Q: Has there been that much of a slowdown in the retail sector to have all 3 down 20%.

Q: I hold NVDA, CLS, TER, NBIS. Considering buying MU. How much overlap in these companies? Would you sell any based on exposure?

Thanks

Q: Retried and have a diversified stock and bond portfolio that I live off. Not tending to the portfolio as much as much as I have in the past and wish to simply my life. I am thinking of selling most of my portfolio and buying "all in one ETFs". Would you advise selling all and buying only one of the above ETFs or " diversifying" by splitting into all three above or even more ETFs to avoid risk of illiquidity in the event of a need to a large amount of cash. Please elaborate on any other risks in a strategy, such as company reputational risk, in allocating a very large percentage of the portfolio to only one or three such ETFs.

Q: What are 5 beaten down high dividend paying stocks with great value that you would invest in today?

Q: Peter; Why the sharp drop- other than gold being down it seems a bit much? Thanks.
Rod

Q: Hello and appreciate all your insight. I have raised a fair amount of cash in my portfolio and was wondering what would be a safe way to invest it but still have immediate access to it if needed. I would like to have access to it for opportunities that arise but at the same time would like to earn something on it with very minimal risk in the current environment. Thoughts?

Thank you

Q: Is the USCF Summerhaven Dynamic Commodity Strategy worth a small portion of my portfolio or should I be looking at other Commodity-oriented funds like DBA or WEAT. I am a retired income-oriented investor with somewhat of a need for more diversification.
Best regards,
David

Q: You've been asked for your preferred 5 equities wrt specific equities mentioned. What are your 5 preferred buys at today's prices, in order, wrt to your Balanced Equity Portfolio and ditto for your Growth P.
mille grazie...

Q: Thoughts on the quarter please?

Thx