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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi 5i,
Now that the cancelled Analyst Day has long past and LSPD share price continues to creep up, has there been any news on your radar that might give a hint or clue as to whats happening with the name?

Is 5i able to comment insider trading activities?

Would 5i continue to hold at current price?

Thx
Read Answer Asked by jim on November 27, 2024
Q: Hi 5i Team,

It seems like your current view, including from your monthly commentary, is that small and mid caps are continuing to look attractive and the forward returns are historically attractive after past US elections. With this in mind, something I struggle with is a large proportion of my portfolio is in large cap stocks, including 10% of my portfolio in NVDA. A lot of this is due to the strength in large caps since 2022 and my bias has been to continue to hold them at a higher percentage as they have provided strong returns over the past few years. Although, these large caps, including NVDA continue to grow and execute my feeling is that I should trim stocks like NVDA down to 5% and use those excess proceeds to invest further funds into small and mid caps to potentially capitalize on the large gap in valuations between small and mid caps and other tailwinds like declining interest rates. For a growth investor with 20+ years of investment horizon would you recommend going the route of trimming NVDA and other large cap winners to a 5% portfolio weight and re-allocate into small and mid caps?

Thanks as always,
Jon
Read Answer Asked by Jonathan on November 27, 2024
Q: Good evening 5i Team,

Can you please review last week's earnings for IESC, along with your ranking of it for a new investment (three-year hold) comparing it to CBLT, TMDX, ASPEN and AXON. Thank you.
Read Answer Asked by Bradley on November 27, 2024
Q: The subject stocks have all run up fairly significantly. Can you comment on current valuations vs historic, and whether you believe projected earnings support current valuations? Your recent response to a question on volume included that you love new highs with high volume, has that been the case with any of these three stocks?
Read Answer Asked by Stephen R. on November 27, 2024
Q: Hi, I’m thinking of selling BCE after December 16 Ex Dividend so I will qualify for January’s payment. I’m at a loss on BCE in my cash account and plan on using this loss in future years to offset capital gains. So as not too lose the dividend income I depend on I plan on buying the same amount of BCE shares in January after waiting the mandatory 30 days. Would appreciate your thoughts on this plan. Also, on a side note do you see more downward pressure on the stock in December due to tax loss selling and ex dividend or do you feel it’s forming a base and has bottomed out in the 37-38 range . Thanks.
Read Answer Asked by Anthony on November 27, 2024
Q: I am looking to move some recent high risk stock gains into a dividend/yield product (>7%) that is not a direct function of market equities as I think markets are very overbought. Would something like HYPT be appropriate and can you suggest a few other ideas? Thank you
Read Answer Asked by Terry on November 26, 2024
Q: A conservative investor has these three ETFs. For a non-registered account would she be better off topping up one of these, or is there another ETF that would complement this group. With or without a dividend.
Read Answer Asked by Gordon on November 26, 2024
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