Investment Q&A

Q: Good morning,

Please comment of Q2 Earnings for BCE .

Thanks,
George

Q: I realize that all we have is a press release from the company , but what are your thoughts of the recent large acquisition?

Q: Hi, I believe that you were going to ask Hamilton ETF if they were charging any additional fee's, other than the MER of 0.65%. Did they ever get back to you, and what was the result if they did.
Thanks

Q: What is your favourite predominantly Canadian small cap ETF ? And American ?
Which of the two do you prefer for a 3-5 year hold?
Thank you,
Philip

Q: Can I have your opinion on the best Cdn. bank ETF'S that write call options. Low fees & decent history of good yield.
Thank You

Q: Good Morning
Do you still have the same conviction in CROXS following their latest quarter?

Thank you

Q: What are your thoughts on owning this etf which would provide exposure to a number of renewables versus owning one, say BEP.UN.

Thank you

David

Q: Hi All at 5i!!
I gather VXUS is in USD. Is there a CAD equivalent??

Cheers,
Tamara

Q: Hi,

Could I have your comments on Allied's results ?

Thanks

Q: Comments on KXS earnings and how they will shape future stock performance.

Q: Hello,

I looked at the presenters for the money show for Sept. 2024.

I saw pretty women and men flogging their stuff.

As a value investor, is it worth my time (I'm 65 and will be dead in 10 years) to attend this event so I can make better decisions now, so my wife can be more financially secure when I am no longer around?
Assuming we have the same ruling party beyond 2025.
I don't mean to be blunt - but facts are facts.
BTW - my portfolio has made more ($55k) in the past month than in the past 4 yrs. This is directly attributable to my knowledge gained from this 5i Q&A blog.

Thank you and keep up the good work.

Q: Thoughts on the quarter please?

Thx

Q: Hello,

I have small investments in LLY, ISRG, and UNH within the health sector. With the recent news about increased competition for LLY in the weight control product market, should I take advantage of the price decrease to increase my stake in LLY, or would you recommend another biopharmaceutical company?

Thanks. Esther

Q: I hold some TLT, at a loss.
Do you think I should add to it or or buy IEF?
This is not for a long -term hold, I just hope, if rates go down, there may be some capital gain.

Q: I've been watching this stock for a long time and trying to define my thesis so would appreciate if I'm on the right path for a thesis for holding AXON make sense?

Drivers of Growth / Reasons to Own
> Labour productivity of police (less time in office, more on streets
> Efficiency (hard to hire new police staff, use existing staff more efficiently)
> Documentation / storage as records need to be kept for long periods of time (as more users create 'evidence' more records to be kept)
> AI to improve product efficacy and driving new efficiencies in creating reports
> Increasing need for policing given crime increases
> International growth as majority of revenue is US-based
> M&A to go into peripheral areas (eg drones)

Risks
> Lawsuits due to issue w/ equipment or services provided
> Expensive stock vis-a-vis earnings (due to past delivery of high CAGRs) so a miss could hit stock hard

It seems everything they do is about developing an 'eco-system' for the police that only gets stronger as new offers developed (eg. drones, AI etc) and w/ strong record of keeping existing customers and new avenues of growth it seems good days are ahead.

Am I missing something?

Q: Can I have your comments on the latest quarter please.

Q: Your thoughts on Alaris please. Have they ever cut dividend and do you feel it is safe going forward

Q: What is 5i's target price pls for BN and why?

Q: What are the market and your expectations for the earnings report this weekend ? Where do you see the price 1-2 years out ? Thank you.

Q: Is it time for a switch from NVDA (even a partial) to AMD and/or INTC? If a switch or addition, are there others to consider?