Investment Q&A

Q: Could you please describe SPSC’s business model, competitive advantages or weaknesses? What are the key factors that would support a long term investment in SPSC? Would you be confident in their earnings forecast? Could SPSC be a takeover candidate?

Q: Good day,

I manage about 20% of my portfolio, and the portion I don't (LIRAs and some RRSPs) is 90% in a fairly balanced growth portfolio, 10% in a green energy portfolio.

Recently, my big wins in NVDA, GOOG, AMZN, and ZWT had me hugely weighted in those names. I've sold a significant portion, bought some NXE, RHC, DE, and am thinking of either doubling/tripling up on ZWT, or selling ZWT and then doing a sort of double or triple position in another tech ETF with decent liquidity and keeping a smaller position in my high confidence tech names.

I've seen a lot of 'focused' tech ETFs around, like semiconductor, cybersecurity, data center, etc, in addition to the broader ones, but don't want to get soaked too badly with fees. Are there a few specialized tech ETFs you would recommend that are well managed and have a solid foundation of holdings? Also, for ZWT, would you triple up, or do you think the covered call strategy will be detrimental in a market/interest rate recovery? Is there a small/mid cap tech option you like?


Moving away from tech, there's been a lot of buzz about small caps getting ready to blow. What are your 5 top picks, Canadian and US small caps with a balance of moderate high risk, moderate high reward, for a medium to long hold? Are there a few non tech small cap names you like? Say 3 US and 3 Canadian?

Are there some good small cap ETFs that cover either recovering sectors, areas of growth, or whole class that you like?

On the energy side I have SU, PPL, GXE, NXE, and BIP, so perhaps nothing in that space unless you see a link I'm really missing in my energy portfolio.

Thanks for everything!!

Q: For a RRSP account, and ignoring diversification, what would you be the most comfortable buying today at current prices, for:

1) 1-3 year short term gains
2) 10-year long-term gains?

Q: Happy New Year All!

Can I please get your opinion of Algoma Central (ALC). Has anything changed since your answer in March 2022?

Thanks

Dave

Q: Dear 5i,
in your opinion are there any better canadian listed stocks than; CPX and AQN that one can invest in for the long term? If not, which one of the two would you prefer? This pick would likely be held in a RRSP.

Q: PXT recently announced production that was below analyst expectations, and the stock is down quite a bit today. In add-on, their forecast for 2024 is also light, although a bit of an increase over 2023. I'm surprised, as i bought this one for its strong growth prospects. What do you think of this company going forward? Can they still increase the dividend? buy back stock?

Q: Any reasons about the big 12%+ drop in SP and almost 800K in volume today (normal trading is about 300K in volumes)? Thanks.

Q: Dropping pretty steadily recently. Any news, or just nervousness?

Would you be adding here or waiting for next earnings?

Q: Hi Team,
Currently, what's your thoughts on the Trade Desk? I have been reading how this year might be a big one for advertising. Do you expect them to turn around after being weak since their last earnings miss? Is it worth holding or is there better opportunities I should be buying with the funds instead? My shres are held inside a TFSA with a considerable % gain. Thanks

Shane.

Q: Hi 5i Team,

I noticed that Lumine group was halted for a brief time this morning but did not see any news released. Any insights on why the halt?

Thanks!

Q: Png had 2.4 mil shares change hands the other day, also there has been positive contracts recently and share price is rising. How would you evaluate the risk vs opportunity at this point ?

Q: Robotics were a big part of the latest CES show in Las Vegas.

I would like to know what your best investment ideas to play this secular trend. I believe with the increased cost of labour this trend will only accelerate.
I am looking for your best stocks or ETF ideas to put in an RRSP to profit from this assumption.

Thanks for all your ideas and insights.

Q: Do you think long term investors will eventually be rewarded? Their software is installed in 54% of cars coming off assembly lines worldwide, have announced some big partnerships since beginning of December, are expanding into the fitness industry, yet share price really hasn’t moved.
Thanks for your insight.

Q: I hold approximate 5% of my portfolio in Crypto stocks (ETF's and Mining companies). With the SEC's approval of ETF's should I consider selling a few of the above and purchasing one of these new ETF's and if so, which one would you recommend. Thanks

Q: Would like your view on switching Mg for TFI. Looking for growth and a reasonable value. Mg seems to be stuck and going nowhere

Q: Hi Folks,
May I have your opinion on Stella Jones. I am thinking of adding it to my non registered account.
Thanks

Q: When buying a stock such as MSFT is there any advantage to buying Canadian versus US? They are on both markets and do not know which I should purchase.

Q: I purchased LSPD at its high of $100.00, now it is down to $25.00. I am 60 yrs old, don’t need the money. Should I sell it and move on, or wait for it to rebound somewhat. If I sold it what would be a good replacement. It is in my TFSA!
I need some advice!
Thank you.

Q: ESSA Pharma is just one example of an exciting pharma in a topically interesting (prostate cancer, aging population…) area but with impenetrable valuation characteristics. Can you say whether this stock’s prospects are worth its price? Are there other early-stage pharmas you like?

Q: This is NOT a question but a comment!

I of course benefit from the words of wisdom of Peter and his team. Peter with his extensive experience and having worked with some giants in this field like Eric Sprott has so much to share.
However I also benefit from fellow subscribers' questions/comments. Today (15-01-2024) Dave mentioned about Don Coxe in his question about LB.TO. It brought fond memories of Don Coxe whose columns on FP (previous iteration) I used enjoy. Arguably one of the most elegant financial writers whose USD:EURO ratio was very popular once. I presume he has retired. Please do share the link if Don Coxe is still writing columns anywhere!