Investment Q&A

Q: Seasons Greetings to all at 5i, and fellow members as well!

Our Real Estate holdings include DIR.UN, FSV (thank you 5i for this stellar pick!), and XLRE. Portfolio Analytics indicates that we should increase weighting. I was considering adding to DIR.UN, or starting a new position in CHP.UN. If this was your portfolio, what would you do, or is there even a better opportunity? Thanks as always.

Q: AXON stock has taken a breather after reaching a high of $690, recently.

There have been some analysts' upgrades ( Price target as high as $800 ) and renewed enthusiasm in this Co., in light of the reports that the new incoming US administration will be focused on more spending on protecting US borders and law enforcement.

AXON stock's addition to Nasdaq 100 Index ( Dec 23 ) was also confirmed, this morning.

Many companies involved in production of military grade drones have also seen their stocks flirting with new highs, after reported sighting of drones in some parts of US and its defense bases.

All of above bodes well, I believe, for AXON Enterprises, being a pioneer in some of the most modern technologies and innovation to support the growing security needs of the Governments. Do you suspect that there could be a meaningful impact of possible US tariffs and competition from its larger US competitors?

How do you see the company's growth trajectory and its capability to justify its high valuation (per your recent comments)? The volatility of this stock was in full display, in Monday's trading when, after reports of Nasdaq 100 inclusion, some investors took profit and stock traded as low as $603, after opening much higher.

We recently initiated a position and after some addition, today have a 1.5%, weight ( ACB $635 ). Would you be comfortable adding on dips like today for long term, as a core holding ?

Thank You

Q: I am holding a half position in AMD- registered account. what would you suggest - average down, hold or sell?? Since I am over 90, a really long hold may not be of much interest. thanks Jim

Q: Fast rise and recent fall. Is their enough substance with this company to stick with it?

Q: NVDA
looks like it is slowly loosing ground what do you think?
Thank You for a good service.
Peter

Q: Hi,

I have speculative positions in SOUN and SMCI. Both of them are raising capital and SMCI has been dropped from Nasdaq100 as well. I would like your opinion on this capital raise and the companies in general; independent of my view.

I think SOUN stock price is being pumped and it would be prudent to exit the position and wait for share dilution to happen before entering again.

As far as SMCI is concerned, I think that the company is trying to come clean and start afresh. Even then I am a little suspicious. I also think that the exit from Nasdaq100 had been priced in and should not contribute further to the slide. And that they are raising capital is indicative of a strong order book. It is a matter of establishing credibility and feel it would be rewarding to give them a chance..

How would you deal with these two? Buy or Sell? Since these are speculative positions it is not just a Hold into the year end rally (hopeful).

Regards

Rajiv

Q: I’m have some non registered stock investments that have capital gains. I was looking to make a donation to a charity using these to offset a tax on gains, as opposed to simply donating cash from cash flow. Is there anything to stop me from simply donating my stocks and then simply buying them back again, essentially to erase my tax burden?

Q: What insights do you have for the Utility sector in 2025? It was out of favor, caught a bid for a while and now it's falling back again. The yield is obviously nice but do you see the price continuing to decline? Thanks as always, great service.

Q: Would you please give your updated thoughts on DraftKings?Thanks.

Q: im looking for a high interest canadian cash etf to park some cdn funds?

thanks

Stephen

Q: Can you explain the financial position, valuation metrics and growth prospects of this gambling company?
I'm considering a small position after reading an article in The Economist about the massive growth of gambling in America
(https://www.economist.com/leaders/2024/12/05/americas-gambling-boom-should-be-celebrated-not-feared)
Is now a good time to buy the stock or would you wait for a pullback?

Q: Looking to invest $20,000 Canadian in the TSX.and Neo exchange. Any recommendations for growth companies for 2 year hold?

I already own the following but can add more to them also:

DRX 3% DOWN
EQB. 2% Up
XSU 6% Up
HPS.A 9% Up
AMZN 35% up
BN 56% Up
CLS 133% Up
DOL. 40% Up
LMN 58% Up
NVDA. 68% Up
PRL. 57% Up

Thanks

Q: We have a 2% ownership. The stock has been drifting lower for a few days and down again, today on no specific news.

Would you be comfortable to add at current levels ( $264 -$265 ) for a long term hold ?

Thank You

Q: Hello 5i
I remember you offering articles on understanding bitcoin. At the time I wasn't interested but am now. But, although I have searched, I cannot find them on the site. I wonder if you could re direct me on that. I think you have also mentionned Biance. Are there some articles on that, as well?
thanks for your help and have a good holiday

Q: Can you give me an in depth outlook on this mining stock? Recent buying at the beginning of November by the Dundee Corporation, TFG Asset management and the CEO? Are you familiar with these names and their investment acumen history? This one has been going up while the mining sector has flatlined any particular reason? What do you think of the balance sheet and future outlook? And what is a prospectus buy? Thank you.

Q: Good morning,

I'm currently constructing my non registered account.

I have a half position in WSP. I've refreshed myself on 5i's report.

Could you please give me a good target for rounding out to a full position.

This will be long term core holding but I do feel it's a hair stretched at the moment. A best buy price or range and where you believe the best value is.

Thank you.

Q: Please comment on the current offering. The market does not seem to like it at all. thanks

Q: What company do you expect would do better from a pure growth perspective in the short term and long term?

Q: Hi Peter, looking for a suggestion of where to park $400k (from a house sale) for the next 1 year. Besides GICs and Cash ETFs is there a slightly higher risk play you would consider at this time if it was your own money ? Thank you, Paul

Q: Dear 5i
If a stock is considered to be say 30% above what an analyst considers to be its fair market value but at the same time has an estimated earnings growth rate for the next year of 30-40%, would you consider this stock to be investible ? Assume good fundamentals . I would liken this scenario to a stock having a high P/E ratio ie expensive but has strong earnings growth forecast . Is that how you would see it as well ?
Also are there any Canadian crypto exchanges that you would recommend or would you suggest staying with an American exchange ?
Thanks
Bill C