Investment Q&A

Q: What price did the Dow 30 close at the end of 2024.

Q: With Today's announcement, Topicus.com made a deal to acquire additional shares and will now own 24.84% of issued share capital of Asseco Poland (subject to regulatory approvals) for a total cost of US$438 Mln.

Asseco operates with a similar model as Topicus and primarily targets the healthcare, financial services and public institutions verticals, as well as the energy and telecommunications verticals.

Topicus has also committed to not increasing its stake beyond a maximum of 27.96%.

Question:

1. What are your thoughts on this investment/acquisition towards adding long term value and ROC to Topicus shareholders ?

2. Being a large acquisition, how do you believe, Topicus will finance it - from existing cash or there is a possibility of a rights issue of some nature ?

Thank You

Q: Hi can you please rank in order from best to least for the following FAANG + NVDA stocks for the next +5 years? An explanation why is much appreciated along with a management rating for each. Thank you

Q: I'm recently down fast with MDA and I know why. Will it turn around or should I invest the money elsewhere. Thanks

Q: Please rank these as a continuing hold for the forseeable future.Time for some profittaking.

Q: Dear 5i
Between my wife and i we have 3 RRSP accounts. I wanted to add some more utilities stocks to the portfolios assuming now was a good time to do so . I'm having problems deciding between PPL , FTS , and TRP . Should i put PPL in one account , FTS in the second account and TRP in the third account or would you advise to pick the best one of the three and put that one in each of the RRSP accounts ? If you have other suggestions that would be great as well .
Thanks
Bill C

Q: Dear 5i
Could you please rank the above listed stocks from best ie most likely to be worth a lot more after 3-4 years to the least best ie more likely to not do as well over the same 3-4 year time period . I'm also assuming that when i say best i mean companys that not only have great growth profiles but also have descent management and solid products and /or services that will likely remain in high demand for years to come .
Thanks once again
Bill C

Q: Hello, would you suggest your top CDN stocks for a 25 year old TFSA account that is a passive investor? basically buy it and never look at for years?
Thanks
Carlo

Q: First Sevice is trading significantly lower today after reporting earnings. I hold this secrity and have done very well with it. Is this serious or a one quarter blip? Your overall thoughts would be appreciated. Thank you.

Q: Celestica- I added a half position last week at $90.10. It’s run back up to $139.50 making it a 3/4 position.. great timing so thank you for the additional insights. My question.. let the winner run seems obvious but do you top it up here or wait for a consolidation. If wait, do you think adding to CRM today makes sense - 1/4 position currently.

Thanks

Q: I see you have ATZ in your tariff stock screener for discretionary. I have a 5.5% position - would you be reducing this if you had such a position? Thanks!

Q: I know this may be hard to answer exactly.
To the best of your knowledge . Who are the top 5 CDN. companies doing substantial or aggressive buy backs ? Also the same question for the US side.

Thanks for your valuable service.
Cal

Q: Hi Peter and Team

I have a half position in DOL and ATD and would like to start a position in TFII and TRI.
In what order would you add to these companies at this time?
Thanks

Q: Does the recent price decline represent a buying opportunity?

Q: With some dry powder available, would you suggest to buy now or wait for the tarrifs with China to shake out and see what comes of the 30 day pause with Can/Mex? All buys are with long term hold in mind.

Q: RCG is up 46% since Jan 2/25 while CF has declined 4% during the same period.Do you know of any reasons for the advance?

Q: A question this morning mentioned a report on updating your income portfolio. Do you do this every time you update a portfolio? If so, where do I find the report in a timely manner?

Q: Could you recommend five companies that could benefit from the advancement of robotics?

Q: Your thoughts on Merck this morning please,do you see any upside?I hold it in my rif and am still showing a small profit.Buy,hold or sell?

Q: Hi 5i, enjoyed your webinar today. Thx for putting it together.

My question is on Canadian on small/mid caps, I've listed a few just to start with. Given the current environment what would be your ten highest conviction picks. I plan to hold for atleast 5 years, so I'm after safe business models that have a high chance of survival. If you list a stock not mentioned frequently on these boards then please provide a small blurb ast to why you like it. Thx again.