Investment Q&A

Q: Just curious if there is a sector that dependably moves the opposite direction to Materials? Specifically I am thinking of Nutrien, and wondering if you can identify any companies that could be expected to move inversely to their Nutrien’s share price? Having ridden them up and back down, if I am going to keep owning the company I think I would intend to trade it in the future on the next upswing if I had an “anti-Nutrien” to switch into. Thanks for your thoughts.

Q: Considering what is happening to the Treasury yield curve, if one is looking for capital gains what maturity of bonds would you suggest at this time?

Q: After years of depressed share price, DWS is now rising fast. Do you know why this is happening?

Q: According to your people at 5i Research, the fact that a stock is considered to be expensive is not a reason for an investor not to buy it. You have argued that the stock can continue to remain expensive throughout its climb to higher and higher prices. A stock that exemplifies your position is Constellation Software (CSU). On the other hand, Shopify (SHOP) was also considered expensive in its heyday and then declined dramatically in early 2022. What aspect (or aspects) in SHOP’s case made it more vulnerable to a sharp decline compared to CSU?

I ask this because I’m considering buying shares in TransMedics Group (TMDX) which you have described as a high quality business but “expensive on valuation” (August 28, 2024). In your opinion, will TMDX have the same consistent growth curve as CSU or is it more like SHOP and should therefore be considered as having a higher probability of falling off a cliff at some point in near future?

Q: Hello,

Can I get your thoughts on Cenovus? Looking to enter for a 3-5year hold.

Thanks.

Q: Hi Team,
Prior to the CEO departure announcement in early July GSY was in a nice uptrend. Since then the stock has struggled gaining any ground; even though last earnings were record as usual and outlook looks fantastic. Do you see the CEO leaving and lack of replacement thus far as the main overhang in the stock performance recently? Any rumors swirling about who might be available to take the job?

Q: please, your thoughts on Velan
thanks
Terry

Q: Thoughts on investing in Serve Robotics (SERV: Q) as a complement to UBER, with potentially greater upside, for investing in robotic delivery systems.

Q: which index fund do you feel has the better chance to outperform over the next 1, 3, 5 years? Normally i would side with SPY but considering current valuations i'm wondering if XIU might be the better medium term performer

Q: Hi 5i,

Thank for your previous answer to my question on potential US stocks to look at for potential investment.

Out of the list provided I am interested in potentially investing in: DLR; RTX; LULU

In the event of a "pull-back" in stock valuations that may or may not come, what would you consider to be a good entry point for these stocks. I am long term 5+ year investor and I am ok with high risk.

Thank you,

Greg C.

Q: With the downgrade Microsoft has been dropping these last few days. Is this worrisome, should I take my profit and run or will this calm down and Microsoft will resume gaining? I take it there is nothing wrong with the company, just market sentiment which will change with a little time.

Q: The information provided to Tom on September 23 made me wonder about this company, specifically that it’s operating earnings has not covered its dividend for the last 12 months.

I am not a fan of EBITDA which you consider to be a better indicator of the financial situation. Does not INTEREST affect cash flow and the ability to pay dividends ?

You indicate that cash flow varies widely with water levels and electrical generation. With climate change ( drought and floods ) being a significant factor to operating cash flow, should I not be concerned ?

BEP.UN is close to 10 % weighting across my different accounts.

Thanks. Derek

Q: Hi gang,
Can you suggest me ntnx or net? What would be a safer bet. ? Who are their competitors?
Thanks. Alnoor

Q: Hello

Any comments on ADF announcing today of new orders worth $50 mln ?
Do you think, this will help stabilize the stock, near term ?

Thanks

Q: Do you think that the recent news out of China that they are taking steps to stimulate the economy will have a positive impact on China Etf's and if so what ETF's do you think will it will benefit? Thank you.

Q: I am Heading south for the winter end of Oct. Looking into your crystal ball do you think the Canadian dollar will continue to rise?

Q: what etfs do you currently like the most right now from a standpoint of mers, how market is priced right now. Also can you tell me being new to etfs can you buy a stock etf that has u.s. stocks in canadian dollars and if yes what is your favourite.

Q: On Sept 11, Otex announced it has received authorization for the OpenText IT Management Platform (ITMX) from the Federal Risk and Authorization Management Program (FedRAMP®) (https://finance.yahoo.com/news/opentext-management-platform-achieves-fedramp-142600427.html ) .

You mentioned before that OTEX may need time to integrate previous M/A. With the FEDRAMP approval, would it be a buy now? Or would you consider stronger stocks to be better total returns over the next 3-4 years? Please rank the attached companies (knowing that they're all very different).

Thank you so much for your insights!

Q: Thank to the other readers for this tips re best meltdown strategies for RRSP. There were a few calculator suggestions - I looked at them all, but still find the CRA retirement calculator the best. It’s a tool that takes all the layers of retirement income into consideration. Link below. My question about a monthly selling method still stands. I’ll be watching Money Saver magazine for some advice. I read and enjoyed the boomer article, and I’ll checkout the books to see if they do indeed offer this advice. Share if you see fit. https://www.canada.ca/en/services/benefits/publicpensions/cpp/retirement-income-calculator.html

Q: Hello,

You run a very interesting service! Thank you!
Please recommend which positions you would add to, at today prices, in descending order (most preferred to least preferred) (thank you Ahn for the question format).