Investment Q&A

Q: What are 5 names in Canada and in the US that look interesting with tax loss selling this year?

Q: Hi 5i - what’s your take on HR.UNs recent update? Would you suggest continuing to hold or dump it now?

Thanks, Neil

Q: Post Q3 earnings and forecast, can you please provide an updated opinion on GRMN?

Q: Hi team,
Any predictions on when the irrational selling in our favourite growth names will stop? The US government SD ends and the market wants to plummet in what it seems almost all growth stocks, quality names or not. The prediction of the bull continuing to play out does not seem correct lately. Seems like we are in free fall mode. What if any catalysts will bring calm to the markets ?

Q: For more defensive US stocks (I.e. non tech) how would you rank the long term performance of the following CL, Cost, HD, MCD, SYK and URI. I have all of these, but I am not happy with the performance of CL nor MCD and I am thinking of selling them and upping my positions in the others. I am not worried about being concentrated in too few stocks, as I have the opposite problem.

Thanks for your thoughts.

Q: I have noticed that APLD has lost lots of momentum. What price would be a good entry?

John G.

Q: CAN I GET YOUR OPINION, ANY REASON FOR THE RECENT UP SWING?

Q: Would you consider doing a deeper dive/special report on Tesla? Obviously a US company but what an interesting situation. Shareholders are always craving for managements interest to be aligned with shareholders. Seems like a 7x over 10 years is as good as it gets. I'm not clear on what the various hurdles are along the way and how his pay is reflected, or what happens if he only achieves 80% of his goals? Or can you direct me to where a full explanation(simplified) has already been done?

Q: Most AI related stocks including Celestica have come under pressure, this week, presumably, due to concerns emanated from recent trend of capex financing through debt issuance by some hyperscalers.

Michael Burry's short report has also been widely circulating, accusing Maga Tech companies, understating depreciation related to expensive chips ( he also promised more details on Nov 25 ), thus inflating profit margins.

What is your view on these concerns ?

Where do you see a floor for CLS ?

Thank You

Q: Any information on this company will be greatly appreciated.

Thanks

Thomas

Q: Your thoughts on earnings please. Thank-you.

Q: China has rapidly transformed from a technology follower into a global innovation leader over the last decade, especially in areas like e-com, fintech, EVs/AVs, telecommunications, and now AI. With strong government backing and investments, I believe China is poised to be a leader in AI and related technologies in the coming years, making this a compelling long-term growth opportunity.

In my research, I have considered several ETFs. The Global X China Robotics and AI ETF (ticker 2807) strongly aligns with this theme by focusing on companies leading in AI and robotics innovation. However, this ETF does not appear to be available via our brokerages and I am exploring the KraneShares Hang Seng TECH Index ETF (KTEC) as a practical alternative. KTEC offers diversified exposure to Chinese technology leaders involved in AI, cloud computing, hardware innovation, and digital services.

I also looked into the iShares China Large-Cap ETF (FXI), but it appears too broad and does not adequately capture the key, government-backed tech and AI sectors shaping China’s future growth. I have also considered KWEB and appears less interesting.

Could you please share your thoughts on KTEC as an investment. Additionally, if you know of any North American-listed ETFs with a similar focus to 2807 or other suggestions, I would appreciate your recommendations.

Lastly, any commentary you may have re investing in Chinese based companies is equally appreciated. Thanks.

Q: Quite a reaction to the latest earnings report. Seems a bit overdone, is this an entry opportunity?

Q: Is this a good buy, for monthly dividends?

Q: Could you comment on results ?

Q: Can you help suggest a low MER, technology sector ETF available in either US or Canadian exchanges that includes GOOGLE as a holding. I found IETC that has a low MER but the classics like VGT, IYW and XLK do not include GOOGLE. Many thanks.

Q: I noticed this yesterday nov 13th: ZUT -2,9% , XUT - 1,5% ,the equal weight ETF being the underperformer by far ( double) on that day . I know that the " equal weight" version is probably a better choice for longer term..What utilities ETF would you suggest on CDN market and ranking your best choices !

Q: First, a big thank you to everyone at 5i for your help in navigating the complex world of personal investing and being there for us during the good and difficult times. Been a member since near the beginning and I visited the website first thing each day.

Could you please update me on BWXT and why the 7% drop today.

Thanks Dave.

Q: Hello,

Is there a good source for earnings call transcripts? I can usually find the larger ones through various YouTube sources but the smaller cap companies usually it's posted on the website but not always and I struggle to find the transcripts.

Any good sites?

Q: thoughts on their quarter this morning for DSV ?
thanks