Investment Q&A

Q: I saw someone on BNN recommending this stock. Can you describe Global Foundries and whether or not you feel it is a buy, hold or sell. Thank you!

Q: What would your feelings about tfii considering the Amazon deal for shipping by Amazon and the significant stock negative reactions of fedex , ups and tfii ? Cheers Doug

Q: With the news of Barrick spinning out it’s North American business and selecting NY for its primary listing. I’m curious to get your general opinion on this. I saw TMX’s comments on they don’t view one as being primary and the other secondary. Just curious.

Q: Is today a good day to buy? Down 8.5% on slightly weaker results.

Q: I understand that AJG as well as the other insurance brokers have been disrupted by AI. Are there value added parts of AJG's business which AI cannot replace? If so, can you help explain.

Q: I have been reading about AI supporting better diagnostics in health care (ER’s, primary care etc) and that it there is much work being done to improve health care AI even more.
Which companies in the US and Canada are promising players here that you would invest in to play into this theme?

Sending all of you folks at 5i much appreciation - thanks so much for all you do!

Q: I’m planning to reduce my Five Below exposure from 11% to 8% to manage position sizing. I am evaluating ADP as a replacement, given its historically low P/E and Dividend King status. Is this a logical entry point for ADP, or are there other U.S. equities I should consider instead for growth. Thanks

Q: HMM.A has come to life over the last couple of weeks. What is your current opinion of this neighbour of HPS.A?

Q: Can you please compare and contrast the merits of and risks associated with Neo and VNP stocks as investments today? Also, how would these 2 stocks rank as investments when stacked against my current small cap holdings of MDA, ZDC, PNG, GRID and ELVA? Thank you.

Q: I know your opinion is often conservative and you don't like to jump to conclusion too early but with these 3 stocks down today because of the earnings from TOI and LMN, do you think this is a small sign what everyone was saying all along about the software stocks?

thanks

Q: Hi 5i
Read 5i's comments on CCO's "solid" results this morning and considering a small position 2-3 year time frame.
What is their PE and are they considered overvalued?
Would 5i be interested in initiating a position at this time?
If so why and what price gets your attention as it has a small pullback after earnings,

thx

Q: Just an observation in response to the author of the recent answer provided to John re PNG on the topic of “consolidation”:

In such responses I often find more useful info in a single paragraph than in several financial articles from other providers. That is why I gladly pay. No ads. No fluff. No hook. Just value for money.

In the packaged glossy digital sheen cast by the Internet whose MO is clearly sizzle over substance (and let’s face it, usually pure sizzle), you are the polar opposite. Thank you for your trusted service and your consistently thoughtful, well-written, well-placed insights.

Q: Ugh. Can I get you thoughts on Transmedic's latest quarter. Looks like market doesn't like earnings.
Thanks

Q: Hi 5i,
Pls comment on Pizza Pizza Royalty earning result, stock dropped more than 10% at the time of writing. Would buy, hold or sell.
Thanks.

Q: The Analytics tells me that I need to reduce the Financial sector by 8%. Currently own BNS (3.5%), BN (1%), X (2.%), TD (4%), and VBAL (17%). Thinking about selling BNS and X or trimming the VBAL. I would appreciate your comments on which approach is better. Thank you

Q: I understand that the VOO is likely to be extremely tax efficient.
If I only had a USD NonReg account would you expect VFV and VSP to be just as tax efficient as VOO?

Q: GOOGLE, VRT and CLS need to be trimmed as they now between 15-18% each of my portfolio.

I want to trim them to 10% and reinvest.

I want to invest into other high growth stocks. In what order would you buy BE, GEV, MU and KGS if they are worth buying today for a 2-3 year hold? Do you have other recommendations? I am looking at both Canadian and US stocks.

Thanks

Q: I would appreciate your thoughts on Axon heading into today’s earnings .
Thank you

Steve

Q: Please comment on the earnings of these 2.

Thank you

Q: Have held this for a long time in a cash account, and been reasonably happy with it. Certainly the monthly distribution has been consistent through all ups and downs (although I don't think it has ever been increased). Early in the pandemic I added it to my RSP, so have nice capital gains on top of the distribution. However, the last couple years EIT has made some type of year-end capital gains distribution for tax purposes that increases the ACB, but does not actually put money in your pocket. This is fine for the cash account, but useless in the RSP. Could you comment on the process they are using and why, and am I correct that this is not beneficial to an RSP holding. I realize that I am still getting the regular monthly distribution, but question continuing to hold this in my RSP when there are several relatively new ETFs that pay a higher distribution without this complication. Should I continue to hold EIT in my RSP?
Thank-you