Investment Q&A

Q: I plan to start an investment into either TRI or LMN. Which stock do you think has the most upside.

Thank-you.

Q: Dear 5i
What stock or ETF would you recommend to play on the AI agent theme ? What do you think of cursor ?
Thanks
Bill C

Q: I am thinking of buying a small cap for growth and AII and VNP have both gone up already. Do you like either, both neither, or would you wait for a pullback.

Can I get your opinion on GRGD please. The SP is up quite a bit and took quite a drop today

Q: Have been watching them for awhile now and am considering investing in them!
Would you please give me an analysis of them and would you seet hem continuing their upward momentum?
Thanx as usual
Gary

Q: What's your thought on this Co. with what's going on in the world , especially in Mid-East. With the current price in the middle of 52 w. high/ Lo, what would be a good entry point. Thank You

Q: I plan to do some consolidating and have a 3 part question:
Please rank companies on your conviction for total return over the next 3-5 years
Please indicate the position size you would hold each one - full, half, ……..
If the lowest two in the first part are not the ones you would get rid of - please explain. ram

Q: Hello 5I.
I would like to sell ISRG and IBIT and buy AAPL. I'm in a loss position on both ISRG and IBIT and can use the cap loss. And I like CEO change at AAPL. Any thoughts?

Carl

Q: Hello,
Any idea why Well Health is surging lately (approx 15 percent over last 30 days) ? Thank you very much.

Q: I adhere to a portfolio construction strategy where 5% is a full position but I allow for a "rock star" stock like a SHOP, NVDA or GOOG, to go to 7% at which time I will trim a point or two.

When you suggest a small-cap stock, you often warn against buying too big a position initially, given the inherent instability and risk of a smaller company. My question is, at what point do you "loosen the reins" and allow that stock to assume a full position and when do you allow it to go to (in my case, for example) rock start status? I'm thinking of companies like ATZ and HPS.A. Is it based on capitalization, number of business cycles management has gone through, profitability ratios or is it as much art as science?

Appreciate your insight.

Paul F.

Q: Haven't seen a question about Dynacor for several months. Their most recent earnings report showed significant increases in production, revenue and earnings, a dividend increase and pretty low p/e ratio for a gold stock. The Senegal plant is on track for Q2 of this year. Wondering what you think of it as an investment. Would you rank it behind ARIS, OGC and PAAS?

Q: hi folks...2 n/r from Docebo dcbo/t....pre-lim of Q results, and update on company, etc....market likes both & stock up 8%....has bounced off lows at $20sh....your thoughts on company and prospects going forward....I owned and sold out when 5i did....thanks, jb

Q: I have a small amount of money to invest in a speculative stock. I have half positions in MU and NBIS. Should I top one or both of these up, or would you start a quarter position in FLY or TER? Thanks

Q: My portfolio is overweight with ENB and TRP. Have small positions in South Bow and Suncococorp. Thinking of adding to this smaller stocks.by selling stocks in ENB and TRP. Does this sound reasonable. Thanks

Q: Thank you once again for the fabulous service, and thank you to everyone who posts questions. I find I learn a lot and get some good ideas from the collective community.
My Question:

Currently invested in WCN. I'm wondering if I wouldn't be better off to switch to GFL? I'm wondering if maybe there's more of a growth opportunity?

Alternatively, are there any other more growthy non- AI related companies you could suggest for a long term hold? (We currently very happily own WSP and BN)

Thank you,
Mike

Q: Hello 5i
I have owned NVDA for many (thank you!!) so I’m aware of their business.
My question is: has NVDA now grown into a plodding large cap with somewhat muted annual share price gains? I guess I’m used to 50-100% annually. What do you see going forward?

Q: Looking @ CDN options that you believe have been beaten down with strong rebound potential both short term and with long term upside. Please list your current top 5, highest ranked first through to 5th.

Q: Would you provide an update on kto please.Thanks.

Q: How would you evaluate HON on those 3 points : dividends safety , growth potential VS edge AI, and current share price ?

Q: Hello 5i Team

I would like to hold a percentage of my taxable accounts in gold (represented by an etf) in both Canadian and US dollars. My taxable account is approximately 2/3 C$ denominated and 1/3 US$ denominated.

My criteria are:

1 - One product has to be dominated in Canadian dollars and the second product has to be denominated in US dollars

2 - the product has to be Canadian domiciled to avoid T-1135 reporting and US estate tax issues.

3 - Two separate products are required to keep ACB tracking simplified.

4 - Product has to be denominated in C$ and US$

Reviewing previous answers, the products I think are representative are:

MNT.CA / MNT.US

PHYS.CA / PHYS.US

Questions

1 - Does this strategy seem reasonable?

2 - Are there any other products I should be looking at?

3 - Which product would be your first choice and which would be second choice.

Thank you

Q: I think there are more questions recently on small cap stocks. I also note that in your answers on small mining stocks, aka penny miners, you display solid knowledge. Any thoughts on adding a separate service for junior mining and small caps? This area has given me significant gains over the past year, and I am constantly looking for knowledgeable commentary to assist in spotting opportunities. Maybe if other members vote this up it will give you an indication of interest?