Investment Q&A

Q: Question on RESP - thinking of selling BNS and replacing with GSY and PRL 50/50 also thinking of adding some WELL and VHI for long term holds any suggestions

Q: Why has the stock price of this blue chip company been beaten down so low.
Is the dividend secure? Such a high dividend yield is a red flag, no?

Q: Could you outline the differences and similarities between these two. Would owning both overlap in any way? Would you recommend owning both for an income generating portfolio?
Thanks
Jeff

Q: hi, what is 5i's current views on when, how many, and how much interest rate cut(s) the Bank of Canada will do for the remainder of 2024. further, is there a "metric" on how much "torque" each percentage point may have on the big beaten down blue chips in Canada ( eg Telus, BCE, Banks, Utilities, REITS...)
cheers and thanks, Chris

Q: I am considering adding Unitedhealth Group (UNG) to my portfolio and, before doing so, I would like to know your thoughts on this company. My only other holding in the health sector is ISRG and I would like to bring this sector up to 8% of my portfolio which normally would be 2 stocks. Do you think this would be a good addition? Or, do you have other suggestions?

Thanks, J

Q: Is there an equivalent to HXS in USD? If not, which ETF would be similar with no dividends?

Thanks for your service!

Q: Which one to sell and which one to keep.
DCBO,EIF,PKI,QBR.B,QSR,,CFP,NTR,WFG,IFP.

Q: I noticed in a recent question that you no longer hold Align. What are the reasons for your exit on the position.

What are its long term prospects? I have a 2% position. If you suggest a sell, please recommend your top non tech ideas.

Thank you.

Q: Hi Everyone at 5i!! Using your crystal ball and amazing insight and if the world chugs along at a steady, albeit lower, rate, where would you expect Galaxy Digital to be value wise in 5 years? I will of course not hold you to it!!

Cheers,
Tamara

Q: Hi PEter and Staff

Long term hold - LULU or ATZ and why ?

Thanks for all you do

Dennis

Q: Hi 5i, for a 3-5 years hold, today , in which order would you add (full position).
Thank you

Q: Does Applied Digital Coorporation (APLD; not listed as such in 5i database) seem like a somewhat less recognized and thus potentially more profitable stock to play the AI data storage theme?

Q: This question is actually on i 80 gold's common shares but you can comment on the warrants as well. This is my stake in a gold developer (I have larger positions in Agnico Eagle and BTGold) and it has disappointed me. They have good geology in a top notch juristiction (Nevada). They have lots of infrastructure that could be refurbished (an old autoclave) there are roads, (like Interstate 80), a rail spur, historic mining knowledge but all of this has not done the share price any good. Mangement is trying to get a partner to develop their base metal assets but there have been no offers (at least publicly) and therefore the company had to do another share offering to keep the drills turning. They are producing some gold and gold beaing ore but not enough to generate enough cash to keep the exploration drills turning. The $100 + million they raised a few months ago can keep them going to Christmas or early next year. What do you think will happen with I-80 gold? A take out at a lower valuation? Another equity raise which means more dilution to current shareholders? A joint venture on the base metal? I think this company has lots of potential but how long should one wait for these 'nuggets in the rough" to get polished into shiny gold?

Q: My portfolio is 35 per cent technology. I own 600 shares of Nvidia which comprise close to 10 per cent of my holdings. I also own Goog Amazon Microsoft and Apple but no Meta. Does it make sense to sell 200 shares of Nvidia to buy into Meta at this time or do I not interfere with the Nvidia momentum.

Q: Would you buy the dip here? I have a 3% position and want to top it to a 4.5%.

On a scale of 1 to 10, ten being a high conviction call, how would you rate Gsy as a buy currently (30$ off its 52wk high)

Thank you!

Q: Hi Peter...Do you have any comments on GOT's latest press release? Do you feel they have enough money to fund this year's drill program or is there a strong likelyhood of a share offering in the not too distant future? Any change in insider ownership? Does Eric Sprott, (a noted "gold bug") still own 9% of the common stock? The share price is down slightly today which may indicate investor sentiment that a share offering is in the works. Of course that's what's public markets are for!
Jim

Q: With LNG ports being built in British Columbia, could you suggest a few producing LNG companies and a few pipe line companies that will benifit from these ports? Also any timelines when these ports will be in service and what companies own and will benifit from these ports?

Thanks and love your service and help.

Q: Left my employee that had a target date pe sion option. I had to move my money out of Omers into TD. Looking for a target date ETF or equivalent preferably with a drip option. Every fund I find is in the wrong currency and won't let me order the etf. Does anyone know a target dates Ticker in Canadian funds I can explore??

Q: Could I have your opinion of GRAIL going forward?

Thanks for your service!

Q: Hi Peter and Staff

I would appreciate YTD returns to June 30/24 including dividends for

-TSX
-S&P 500
-Nasdaq

Thanks for all you do
Dennis