Investment Q&A

Q: Portfolio Cleanup Part 8:
I'm embarrassed to admit that I am down 50% or more (!) on the above.......
Are there any with good rebound potential that are worth holding on to? Can you provide a short reason why for each. Thanks

Q: Portfolio Cleanup Part 7:
I'm embarrassed to admit that I am down 50% or more (!) on the above.......
Are there any with good rebound potential that are worth holding on to? Can you provide a short reason why for each. Thanks

Q: Do you know why ATS is moving up when TSX is down. It has move up in last 4 days. Is it time to buy more and average down.


Thanks for the great service

Q: Please comment on today's news release for this company.
Thx.

Q: Hi 5i Team - The guest on BNN Market Call today, said that WELL has to grow into itself since it's trading at at 100 times 2025 (I assume earnings). At the same time he praised it for its strong organic growth with 98% returning revenue and 37% revenue growth. I'm a little confused by these numbers. Could you perhaps put them into a perspective that I can understand. Thanks.

Q: Any explanation for the big jump in RDFN? Is it compelling at current levels?

Q: What do you think of REAL prospects in a falling interest rate environment. Perhaps I'm looking at it with rose tinted glasses but recent results have been positive, earnings and revenue are expected to show solid growth in 2025, and price action has been trending up, what am I missing?

Q: Hello 5i,

We have a little cash to add to our equity bucket. We have a 1/3 positions in IWO, IJT, and IJH. Would you recommend we add to those positions or do you see more value in a new 1/4 position into XSMO or GSC prior to the rate hike?

Are small caps too risky for a TFSA?

Thank you
D&J

Q: What are your thoughts on EVRG as a play on the Ai theme? It has projects in the works that seem to bode well for future growth.

Q: Is there an ETF which tracks the CDN $? I would like to play an increase in the currency without having to buy a futures contract.

Q: Can I get your thoughts on this company please?

Thanks for all your great work.

Scott

Q: At this time, what percent of a portfolio would you consider most 'average investors' should aim for in technology? I am beginning a portfolio review exercise and am interested in getting your take on this. thanks, J

Q: what info do you have about this company.
thanks
ralph.

Q: Hello Peter,
The utilities sector is moving up (assuming due to lower rates), but BEP.UN does not seem to get back to its old high; it seems to be range bound. Any idea why this is the case?

Q: Wondering what SHOP:Ca is going to be doing. It seems to be going sideways the last few months. Was thinking about selling. Sure would appreciate your input about it.
Thank You , appreciate your good work.

Q: For a conservative investor and a long-term hold in a TFSA:
a) which has more room to run from current valuations in your opinion, ATD or BEP.
b) If you didn’t need the cash dividends right now, would you invest in BN over BEP.UN to maximise return and mitigate downside risk?
Thanks kindly!

Q: Hello,

We are retired investors and own all three names in the group, with CSU - 13.5%, LMN - 4% and TOI - 3.5% weights. SHOP is the only other Canadian Tech at 5.5%, in addition to US Large caps tech holdings at 7%. So Technology sector is >30% of our combined portfolios. There is enough income through dividends and pensions.

Despite trimming CSU by more than 50%, over past several years, its weight continues to grow. ( Great !! )

1. Do you consider > 30% Tech holdings reasonable as a sector allocation, TODAY, for an investor ( with moderate to high risk tolerance ). If not, in what order would you trim ?

2. Would you be comfortable with 20% of portfolio allocated to Constellation Software family, more specifically 13-15% to CSU and what would be your high watermark for its weight. ( We particularly like CSU for its steady Eddie profile and prospects of more spin offs)

Thank You

Q: Hi 5i,

Had to trim some of my US holdings today due to portfolio balancing/management.

Hoping you could recommend some potential US stocks to redeploy this capitol over the next few months when the opportunity comes up. Looking to hold for at least 5+ years and I am interested in growth and ok with risk.

I have already enough exposure to AI stocks (AMD/VRT/GOOG/MSFT). I am open to any other sector you suggest but was leaning towards something in the real estate or industrial sector.

Thank you in advance and love the service,

Greg C.

Q: Can I have your thoughts on Ferrari. I have a small position in the company and would like to add. Do you have concerns about the P/E or would you recommend adding? ThankYou.

Q: Hi Peter…May I have your thoughts on Almonte Industries? Do they have earnings and positive cash flow? Is insider ownership reasonable? Any idea why they are listed in so many different exchanges? With the shares trading at .79 CAD are they your basic lottery ticket with good qualities? This is a public question.
Jim