Investment Q&A

Q: hi, can you describe how this company ( it looks recently listed on the TSX, or was there a name change with new listing?) has made a >500% return over 6 months? this seems unusual at best for a fashion company these days? how did it grow so quickly in sales, recently? and at what price do you see this as a reasonable buy given the stratospheric and light speed rise in share price? further, how would you rank it compared with LULU and ATZ today? cheers and thanks! Chris

Q: I hold gold in several forms, AEM, SII, WPM, ZJG. Over the past 2 years these have appreciated very nicely. I notice that although gold continues to go up in value, these holdings are not making the new highs they have been. Do you think it is a good time to take some profits while continuing to hold them but at a reduce amount? Would you consider changing the mix?

Thanks for all you help,

Mike

Q: PNG is up 6-7% today. I don't see any news, do you guys?

Q: Big banks TD and RY trim and add to GSY and PRL. Is it time to begin ---- wait ----or not at all?

Q: I'm in GLXY.....List 5 or more companies in same endeavor, Does that include COIN ?

Q: I am planning to invest $5k for the long term (10 years) in Ethereum/crypto-related stocks. This represents 1% of my portfolio.

Should I split my money equally between COIN, GLXY, ETHQ/ETHA and BMNR?

If not in what order should I buy these stocks? Are there any that you would not consider?

Q: Please give your thoughts on these two ETFs with reasons for your preference.

Q: This is a question about portfolio management. In this atmosphere of sustained stock price increases reaching very high levels, could you please discuss the pros and cons of stop losses and stop limits. At what price do you place the stop loss, 5%, 10% ?? if used?

Thanks

Dave.

Q: With the likely conversion to a corporation is this stock any more or less attractive as an income investment?

Q: In a recent response to a question, you suggested that US financials were your second highest conviction sector, after tech.


With that in mind, could you please share your top six U.S. financial picks, ranked by conviction? Does BRK.B make the list? I’d appreciate a brief justification either way.

Thank you,

Q: Hi 5i
As a follow on to Helens question, "where do you see AMD going from here" on what obviously is positive news for AMD .
Currently holding 3% position. Would you continue to hold or add to existing position?
Is the huge SP move today simply unbridled greed and speculation which require more caution?
thx

Q: hi, one assumes there is methodology that you look at to value this company as it relates to the price of Gold vis a vis all other mining costs etc. Where do you see the price of AEM with a Gold price at $5000? do you know how often the price of Gold meaningfully corrects in these bull markets? what price would you buy or add to AEM?
cheers, Chris

Q: SHOP is again the most valued company on the TSX. What portion of a portfolio should be allocated to SHOP in order to match the portion of SHOP to the total valuation of the TSX? I use the TSX as my benchmark and would rather remove the effect of SHOP when comparing my portfolio’s performance to the benchmark.

Q: AMD surging this morning. How bad is this for Nvdia?

Q: Could I have an updated opinion on FMC? I am surprised at Morningstar's $95 price target!

Chris M.

Q: Global X has a number of Corporate class Funds that I'm interested in holding in a non-registered account. I believe you suggest a maximum per ETF of about 15% of a portfolio. Is there a maximum portion of a portfolio that you would allocate to a single issuer?

Thanks

Q: In the past I have not been a buy and hold investor in commodities. I try to purchase cyclical stocks when they are out of favour and sell when I have made some money with the thought that they will eventually be "on sale" again in the future to buy back in. I have been patient and have held CS, Teck,B, HBM and LUN for a few years and have done really well on them all, especially recently. Is it time to cash in and be thankful for the gains or is the underlying demand for copper (and other materials) strong enough to continue this outperformance. Hold, Sell or buy more? Curious what you would be doing in this case.

Second question - Flutter took a hit because of investor concerns over competition from the prediction market platform Kalshi. Is this a serious threat to Flutter or is the market big enough for all? Are you still as bullish on FLUT as you used to be? Stock has teased us with some nice runs up but seems to fall back.

Thanks for all you do, couldn't be happier.

Scott

Q: What would you say are the top 5 unjustifiably highly valued stocks in the US right now?

Q: Could you please explain the advantages of owning Banco Santander using these 2 different ways.

Thanks
Mark

Q: I've been a holder of Copart for 2 years years and I'm down on my investment with negative momentum really escalating this year. I use to love the duopoly they operate in and their business model, but I recall reading they're only projecting mid single digit revenue growth continuing through 2026. I know they're sitting on a cash surplus that can be deployed and I know 5i still likes this stock as per your recent "best idea stock selection", but I'm starting to question it's 5 year growth rate going forward as momentum can be hard to reverse. It's hard to watch this multiple continue dropping while other areas of the market (AI, datacentres) are seeing visible growth and capital. Do you see this company going back to outperforming the market over the next 5-10 yrs or are it's best growth days well behind it? Thx