Investment Q&A

Q: I am trying to decide which ETF to purchase for an RRSP. VFV and VIG have been performing well. About a 3 year hold. Any other suggestions?
T Steve

Q: I currently owned ERO and wondered if I should own CS as well or is 1 copper stock enough?

Thanks

Q: Retired relying solely on my public pensions. Have held DIR.UN for a long time. Just read your latest report. ACB is $3.27 after the ROCs. I hold 2700 units in TFSA which I am orienting towards a growth portfolio instead of income. Would you agree this equity is a candidate to move to my balanced cash account before year end to give it a higher ACB, continue to hold and maybe even add to it?

Q: Hi Folks,
Your opinion please, I would like to add one of VRT, UBER or ISRG to my taxable account. Looking for growth with not to much volatility. Which one would you recommend at this time and why.
Thanks

Q: Hi team. Could I please have your current opinion on a holding of mine, RXST. I purchased as a more speculative position. It had been weak lately and losing technical support.

Q: In your Sept 24th answer to Bill you made the following statement: "CELH has been very weak but a sentiment shift would see outsized returns"
Could you please elaborate. Is the sentiment shift specific to CELH or to the sector generally. What would be the cause(s) of a sentiment shift . Thoughts on when, roughly, you feel that might happen and what likelihood % do you see for such a shift . Thank you, as always.

Q: Thoughts on this? Should one start accumulating?
Thanks

Q: Hi 5i,

What would be your current top 5 Canadian value stocks with a safe dividend and why?

Thanks!

Q: Peter and His Wonder Team
This gold company is up 12% on high volume. Your opinion please...what do you think? Thanks for your help.

Q: What would you recommend as a safe income generating U.S. Utility sector ETF's? Can you provide me a couple ideas, thanks.

Q: With the markets at all time highs, are there certain stocks you think people can scoop up or add to that have good growth opportunities at a reasonable price? I know 5i is not usually worried about buying companies at 52 week highs, but it is still something difficult for me!

Q: Recent answer to question from Rajeev regarding Lumine lagging Topicus... part of your response... "LMN is now currently cheaper on valuation. We think $130 makes sense for TOI and $33 for LMN. "

What valuation are you using here for LMN being cheaper?

Q: I have half positions in AGI, KNT and ABX and want to increase my gold exposure. What are your two highest conviction names in the large cap producers space (miners or royalty companies), mid-cap producers space and small cap producers space?

Q: Do you expect better results going forward with the changes being implemented? What would be a good entry point? Do you foresee any significant headwinds?

Q: I hold a position in this company and am down in excess of 50%. Would you recommend moving on here before tax loss selling takes hold? Or do you think the share price has already been impacted by tax loss selling. Do you see a near term catalyst which could support a share price rally? There as not been a query on this company in several months; please go over most recent quarterly and annual results. Thank you.

Q: Hi 5i

You have suggested NXE ($8.20) as a good way to play uranium demand. With actual production still 3+ years away, do they have enough cash to get there or will they need to issue more shares or debt? And your thoughts on the potential of a takeover, what are the odds and who would do it?

Thanks, Greg

Q: I continue to hold this and would like your thoughts. It appears very inexpensive. Is this a case of being out of favour with investors or are there red flags that I am missing? If you have the estimated cash flow per share for 2025 that would helpful.
Thanks folks!

Q: Hi,

Why is this "Radio silence" on/from SMCI? When are they going to release their revised numbers? No news on their response to class action suits either. Next earnings report is on the 29th October. Is that when the proverbial muck hits the fan? Or do you think things might improve after their 10 to 1 split takes place on October 1st?

I see that this is not their first time with this type regulator related troubles. They seem to have survived the storms before. Will they survive them again?

The price action indicates a little bit of steadying around 400$. (+/-).
Can you gaze into your crystal ball and a. give us a floor and a ceiling, say with December 2024 in mind, b. tell us when it will hit at least 700 again? (Pre split price.)

Many thanks.

Q: What are your thoughts on this company? Is there something you prefer in this space?

Thanks!

Q: Hello 5i
I used to own Encore Wire.
I’m considering Belden or Eaton as a replacement. Could I have your thoughts and preference please?
Thank you
Dave