Investment Q&A

Q: Good Monday Morning to all at 5i!

I have both of there ETFs and have had them for a while. They are both underwater and I was wondering about their future prospects since interest rates are falling. Do they have a chance of seeing an upside???

Cheers,

Tamara

Q: TFII has been weak lately. There was a downgrade on Friday that may have been the reason for a big drop. Is there anything to be worried about? I know TFII is a 5i favourite. Can you go over the strengths and weaknesses that might impact performance over the next year.

Q: Kindly comment on sprucepoint’s recent short announcement on Intuit.

It was a recommendation of your’s in the past and I am well up on it, thank you.

Regards.

Q: hi and thanks
what are your thoughts on TMDX? I see my screen shows a PE of 4397. Is the price a little ahead of itself?

Q: Today TRP dropped 10%.
I will appreciate your comments as to why this huge drop.
Will the dividend be affected?
Do you recommend holding the stock, selling or buying more at this level.
Thanks

Q: I'm not sure if you will provide information and/or are comfortable commenting on Fidelty Investment ETFs. I have taken a cursory look at this particular fund. I am looking for something comparable that can generate a similar or better yield (4.01%) while enjoying a conservative capital gains opportunity.

Thanks for all you do

gm

Q: Everyone, I am having trouble with Zedcor, I love the stock because of it’s stock price growth but…. I have been watching it for about six months and it has not stopped climbing higher and higher. But I don’t find a compelling reasons to own it forever, there is no moat. They have a pick and shovel business. This is a stock for a few weeks or months but it’s gotta go down and when it does it will go down hard. Why should I or anybody buy this stock for a long term hold? Clayton

Q: How do you see the Cerebras IPO as being disruptive to NVDA, AMD, AVGO etc given their CEO’s claim of superior AI chip performance at lower cost?

Q: Is this new to the TSX ETF which trades in Canadian dollars hedged? Is it the same as the US version but just in a different currency or are there other differences? Other comments?

Q: SPDR SER TR S&P CAP MKTS ETF
KCE
What do you think about this etf?

Q: For a CAD denominated S&P500 ETF would you prefer VFV or ZSP and why? In response to similar questions in the past it seems sometimes you suggest VFV, other times ZSP. I’m assuming that for all practical purposes they’re basically interchangeable with little to differentiate one from the other and that either would be fine. Thanks.

Q: What would your views be on Bombardier at the moment? Buy, sell, hold? What kind of growth do you expect it might have over the next couple of years? 10%? 15%? Thank you so much in advance for any opinion you can share!

Q: I have positions in these companies. some of the names have pulled back recently. Would you be adding to any of these names? What entry point would you be adding?

Thank You
Tim

Q: As you noted in a previous question, Amentum Holdings was spun off from Jacobs Solutions. From your response it appears you are positive on Jacob Solutions.

My question is what to do with Amentum Holdings. Is the stock worth holding?

Thanks

Q: what percent of an all equity portfolio would you be comfortable allocating to an ETF like SPY or an Asset Manager like BN or Berkshire?

Currently my BN/BAM allocation is about 15%, i'm contemplating bringing it up to 20%

Q: I have held PBH for 5 years now. I like the increasing dividend and have seen a small amount of capital increase as well. I just added to my position. They are forecasting an increase in sales and EBITA of 50% or so over the next 3 years. With all the capex being spent on expansions some of this should help expand the margins as well. If this all works out I expect there is a reasonable chance of good capital expansions in the future as well as the dividend increases I have been getting. Any thoughts.

Q: Inmode announced today, the departures of President of North America, Chief Medical Officer and VP of Sales USA as part of a global reorganization strategy. Thoughts on the short term and long term potential of this stock and company now?

Q: Retired dividend-income investor with a concentrated portfolio. My main exposure to the Healthcare sector is LIFE. I currently have over 4,800 shares and am contemplating adding another 400+ shares.

I like everything about LIFE, except for the liquidity. It trades, depending on the timeframe, roughly 12,000 to 17,000 shares/day. I understand the market can either make or delete shares as needed.

If I needed to swap out of LIFE, I could purchase HHL which has better liquidity, but a higher MER. However LIFE is held in a Cash account and would generate some capital gains.

I asked this exact same question 1-2 years ago and thought I'd check in to make sure a) you were still a fan of "LIFE", and b) you still agree that, as a long term hold, you are not concerned with the liquidity under my circumstances.

Thanks for your help....Steve

Q: Appreciate your thoughts on VOXR,VOX ROYALTY.Australian company.Thanks.

Q: Good Day

I know I have an apple and an orange here but... I have a 1/2 position in CNQ and am into DOO at $100/share. I think I can get a quicker return by selling DOO and buying the other 1/2 position in CNQ. What does 5I think on as it pertains to the possibility of getting a quicker return over say the next 3 years.

Carl