Investment Q&A

Q: What is your favourite drone manufacturer? Is there a strong case that could be made to buy the stock now?

Thanks.

Q: Given all the interest in tax loss selling for BCE. What do you think of the reverse trade (buy BCE before end of year)? Or is this another Nortel?

Q: I am over weight in NVDA. Would you concur with selling 25% of my position and buying AVGO? This would be a 3% AVGO position and a 7% NVDA position.

Q: Can you comment on MU earnings? Does the outlook change your views going forward? Anything better to switch into? Thanks.

Q: I am starting a non-registered portfolio. I would like exposure to the US tech market.
Here are 2 questions:
What are the tax implications of an ETF? (I have read several suggested documents in the Questions section of your website but I am still not sure about the tax cost). Are there any costs other than the MER to hold an ETF?
I am looking at XSP, XUS, VFV.
Thanks.

Q: Comment on earnings . Getting really tired do i just sell and buy vhi

Q: Would welcome your analysis on Avgo v MRVL. Who has the higher growth rate, valuations are both high. Assume risks are fairly high as well , would you buy either at these prices?

Q: Can you suggest 5 or more Canadian dividend tax credit eligible companies that may be suitable for a long term leveraged account. Where the return on those assets could be expected to exceed the cost of borrowing over the long term and with a relative margin of safety.

Q: Good morning,

I can’t believe I am asking another question on BCE, but here we go.

The ~10% move lower over the last week….In your opinion is this year end tax loss selling capitulation, or do you think the market may be sensing a dividend cut?

Thanks as always and Happy Holidays.

Q: THEREATECHNOLOGIES

Is up nicely from $ 1.60 to $ 2,57 A small Company . It has been making announcements re marketing its products etc Is it worth a HOLD or a BUY Rating RAK

Q: Hello Team,
I am enjoying 5i Macro Models services! Thank you! Could I have three Canadian Staples individual + ETF names please.
Thank you!

Q: We own shares in a bunch of TSX listed Canadian companies like the banks, SHOP and AEM etc that are also listed on the NYSE. I feel the USD is going higher or perhaps I should say the CAD is going lower. The same may hold true for the European and Chinese stock exchanges, with all the currencies going lower against the USD. At some point I wonder if the Federal reserve will start to lower interest rates if the USD goes too high. Mr. Trump will be happy!
Not sure if it makes sense to shift the TSX traded stocks over to the US side of the ledger. We also own a lot of US listed stocks on the US exchanges. In away the low CAD has made the purchase of CA stocks using USD cheaper! What's your take? Any thoughts you have would be appreciated.
Regards,
Jim

Q: I have seen your recent comments and you believe the recent deal is good. My question is related to it's ~12% price drop in 3weeks. I have only seen positive analysis from all analysts. So my question to you is, is there any systemic or structural reason for the stock to be tanking well over the ~2% TSX reduction in the same time frame? What has changed in 3 weeks to spook investors?

Q: Here’s why Block (SQ) is a new best stock idea at Bernstein.

What's your opinion?

Buy now?

Thank you.

Q: It looks like ADF Group's share price has turned around and is heading up again. Is this the point to start building a position or would you wait longer to confirm the trend? Thanks.

Q: When are we going to have a correction?

Q: Do you like these companies in this environment and all things being equal which of these would you purchase today for growth?
thank you

Q: SHOP has reacted quite harshly downwards to the Fed's expected reduction in 2025 rate cuts. SHOP has been hit much harder than most others. Can you comment on the Fed action and what impact it might have on SHOP? Can you detail why the FED expectation has spooked SHOP? Does it change the narrative and 5i's view on the company as among the top picks for growth?

Q: Hello 5i
It’s been over a year since the last question on BIRK. How does its recent performance and guidance look?
Thank you
Dave

Q: Thoughts on the US rate cut and markets going forward? Should we be more cautious and take more risk off the table going forward? Thanks!