Investment Q&A

Q: Your thoughts please on the Marvell earnings after hours Thursday? If it could be bought for $70 tomorrow would it be an add for you in a hypothetical portfolio with a 12 month window? Please provide a high level analysis and whether you rate it as a buy, sell or hold based on the results.

Q: Based on your last comments on SNOW, you said "...expensive and volatile, and expectations are very high. Thus, they perhaps need 'perfect' numbers to see substantial gains."

SNOW nWhat is your take on the earnings I'm assuming you're fine with it from what I'm reading all over the internet.

Can you explain more about the data modernization theme in software and the long term growth (Compound Annual Growth Rate) for Snowflake and has the hype from it's IPO days remained the same, ramp upped or been less muted ..... is this a future 10 bagger, will it be as successful as a Nvidia or Microsoft?

Who are its competitors? and should SNOW be worried about them longer term?

What has to keep working for this stock for it to keep growing in the next decade and what might stop it from rising?

oh and ps....what is the insider ownership looking like and is that a metric I should be looking at for this particular stock?

Thanks again, please take as many credits off as needed to answer.

Q: Would you kindly give your thoughts on this ETF along with its constituents and prospects.
Thank you.

Q: Hello 5i
In the last Q&A on ONDS you mentioned the market cap was 200mil. My Yahoo finance today shows 1.5 billion. Can you clarify this and offer a current assessment please?
Thank you
Dave

Q: i have noticed this stock has been moving up over 20 percent lately. Has there been any change to its outlook. Are they making money?

Q: Good morning,
I own a 3% position in BIPC and smaller positions in BBUC and BBU.UN. I was thinking of selling all three and adding to BN before the split. I also own BEP.UN.,BAM, BEPC and BN. This is in non -reg account. Since they are relatively small gains, taxes are not an issue. Thanks, Paul

Q: Hi, will soon be making two additions to my TFSA. For long term growth, which of these would you choose, and at what buy price? Thanks for your excellent service!

Q: Any new thoughts on the prospects for VitalHub?

Q: Good morning. Retired live off portfolio. Had a GIC with a nice yield just mature. Need to reinvest for "safe" income. Which of the stocks in your income portfolio would you say are the best buys at this time with safety in mind. Thanks.

Q: Hi,

Boomer here looking for a newish stock after my kids regularly use these products. Of these two entrants in categories (which did not exist 20 years ago) which would you recommend for long term growth without gut wrenching volatility? Are there other options you prefer?

Q: Good morning,

I would like to sell most of my stocks and go in cash for about one year, its a significant amount of money. Which is the best option , ZST, ZMMK, or ZAG..in terms of best return and maximum safety.

Thanks,
George

Q: HIVE was decimated earlier in the year and is now showing some real strength. I am still underwater by 25%, do you see much more recovery on the horizon or is it time to cut it loose while the bleeding has stopped. At least temporarily.

Q: My portfolio is top heavy in Financials and lately two of the companies I have a good interest in have been punished by the market. Both after earnings that disappointed. Do you believe both have structural problems that will weigh on their stock price for a good time or is it only passing issues they will soon recuperate from? Thank you.

Q: Is Loblaw a good buy today

Q: Would you throw some light on “ provision for credit losses “ ( PCL ) that the banks use in their financial statements. It seems to have a significant impact on earnings. How is it determined ? Analysts take it as a poor contributor to earnings. If a bank lowers its PCL how does this actually increase its profitability ? Is there a formula to determine its PCL and how trustworthy is this ? Seems to me that a bank could alter the PCL number to better their numbers. Thanks. Derek.

Q: I am a 79 years old, retired with a portfolio of stocks (~40%), ETF's (30%) and Cash (30%).
I have good pension income so I don't need monthly income.
I am thinking of moving ~ 15% of my cash back into the market, considering either more VGRO and/or VEQT. Your comment please..

Q: Checking into where to park some cash and looking into TD Cash ETF TCSH. Assuming this is invested in capital safe investments for interest income why does the price chart show its been on a decline, small amount but was expecting up and down based on distribution payouts but neutral, the chart shows an overall decline. Why?

Q: Thoughts on quarterly results? Decline seems harsh?

Q: I continue to hear analyst after analyst talk about the Canadian energy sector in a positive light. They recommend companies like CNQ, SU, TOU, WCP etc. over and over again with very little upside ever showing up. The overall index has been virtually flat for 3 years despite all the table pounding from analysts.

I would love to hear 5i's take on the energy sector in Canada in general and when/if you see it breaking out and providing some bigger gains than have been seen in recent years.

Any explanation on what is holding this sector down, what needs to happen to see a breakout, would you be buyers of the sector at these multiples, do you have specific favourites - these are all questions I would love to hear your opinion on.

Thanks for all the great info you provide through this service - it has been a life-changer for me!

Q: I’m looking for safer areas to park money in each of our tsfa’s ,rrsp’s and non registered accounts. Can you suggest a few of your favourites for each. We are semi retired and won’t need the funds for at least 10-20 yrs but would like a little more protection in a downturn.Currently 80 equities ,20% cash (CBIL and BIL )and no bonds. If there are safe bond ETFs that you prefer in certain accounts please recommend them as well. Take as many credits as needed. Thanks!