Investment Q&A

Q: Hi there, what are your current overall favourites names in the US space for growth with a decent risk to reward (ie: not looking for all or bust type names).

Thanks!

Q: Hi 5i,

MELI has had a sharp decline in its share price the past two days and I can't seem to find any news that would explain it.

I know.... I cringe when I see a question about "why did this stock price drop" and usually the answer is "because the market is crazy and doesn't have to make sense short term".

I am asking this question because when I take a look at what I would consider MELI's competitors/similiar business, like AMZN and SHOP, their stock prices are moving in a positive or at least stable direction. Can't help but feel as though I am missing some key info.

I have held the stock for over 5 years and intend to hold it for at least another 2-3years. Still have confidence in the Business model going forward.

Maybe I'm just letting the market noise finally get to me.

Would appreciate your thoughts.

Thank you,

Greg C.

Q: Hello,

I appreciate you keep the pulse and providing updates on CSU & co.

Could you provide:

1) Earnings performance last 3 quarters: hit, miss or beat.
2) trailing, current and forward PEG ratios

On all of the above

Thank you

Q: Can I get your general thoughts about gold and silver please. Broadly speaking gold is in a fairly new bull market, which tend to last many years once they start. Silver is just about to print its highest quarterly close ever (45 years in the making), and is within striking distance of all time highs.

For the last ~15 years it's been a fools errand to have much exposure to the sector, what do you think is an appropriate weighting for precious metals? Are you bullish on gold and silver?

What are your top 3 picks for gold exposure, and top 3 for silver exposure? Thanks!

Q: Brookfield and related entities. What percentage of total portfolio would YOU be comfortable holding. Right now I am at about 13% including BN, BAM, BEP, BIP and BIPC all held in a USD non-reg account. BN is largest holding in Portfolio.

Q: Yesterday a FDA official gave very negative opinions and comments on Aurinia pharmaceuticals then removed them at end of trading day. Volume went up to almost 8million shares and stock was crushed. This stinks to high heaven. What do you folks think of this and will there be law suits maybe officials checking into short covering etc. Also how long will the cloud remain over this stock it was just taking off when all this happened.

Q: Hello,
What do you think of buying the Lululemon dip ?
Thanks !

Q: Hi there: I have been retired for 5 years, in my late 60's. In which order of the above will you buy, given that a few of them are in their all time high. Could u rank them from high (10) to Low (1), and what entry price make sense to you. From a dividend return point of view, and from a Growth point of view. Take as many credit as you see fit. Thank you again

Q: Hi, in my rrif account, I have both, and I’m considering selling dir.un and adding to Zmi. Dir.un 5years ago was approximately $12.30 when I bought it. Today it is much the same, I think if I sold I might make $100 . Zmi seem much more diversified, safer and could actually make some capital gains. Is the .20 mer and 1.2% difference in dividend a deal breaker, or would you consider this move for a riff account.
Thanks

Q: We hold most of the 5i Balanced and some of the income portfolio stocks plus the fallowing us stocks. amzn, brk.b, cost, goog, isrg, lly, msft, nvda, smci, vrt, v. Berkshire is over 8% and the others are 5% please suggest a couple of us names to add to this portfolio. or any to trim. ( US is a growth portfolio ).
Thank you for your superb service over more than 10 years. Ian

Q: Hi 5i Team,
My husband and I are in our RRIF years so we have large injections of withdrawn cash into our investment accounts throughout the year. We also sell stocks from time to time when they reach a target price and end up with more cash. The intention is to reinvest but often deciding what and when to buy means that large sums are sitting idle for long periods. HISAs, GICs and other interest bearing alternatives are generally not worth the effort given how they are taxed.

We would like your recommendations on what to do with these funds while researching and waiting for appropriate investments to surface. I’m thinking index funds and ETFs - things that are taxed efficiently and are liquid.

Have you any specific, short term recommendations? They could be Canadian or US as long as they can be bought and sold easily and quickly.

Thank you for your thoughts!

Q: USA America Gold and Silver VS DSV Silver Corp Discovery .Which of the two would have greater potential growth and long term investment return 3-5 year hold.

Q: Any updated view on Carvana?

Q: Hi There,

PRL down almost 25% from its July high. What is going on here… Investor concern about bad loans? Are there any serious issues you see at the moment?

Thanks!

Q: Please ignore my previous question . I accidentally hit the send button before I had finished editing it .......Here is the same question after editing .......

I've been enjoying the amount of option related dividends going into my account monthly. I call it Taco investing . Trump announces something stupid and then backs off . This creates volatility in the options market creating higher option premiums . What I have ....

GDXY ...... 9% position .

SLVO ...... 3.2% position

HPYT ...... 3.79% position

HYLD ......6.72% position { the lowest yield at 11.2% } May replace wtih SDAY or start a new position .

I'm looking to increase my exposure to " honking big dividends " in the 14% or better category .... My shortlist includes UMAX { 14.83% yield } and ECAT { 22% yield } I realize the higher the yield the higher the risk.....But could 5i give me three names other than the two mentioned above that you think are interesting at 14% or better and three you find interesting above 18% ..... Accompanied by a brief comment on the risks ........ I used the word " interesting " as opposed to " what 5i likes " to reflect the associated risks of high yield investing ......Thanks for your terrific service .....

Q: Please give me your thoughts on this two companies as growth prospects in AI industry? Which one is better than the other?

Thank you very much

Q: Can you suggest 3 mechanisms to "park" cash with safe steady income and good tax efficiency?

Q: Since 2021 COW has moved sideways. Do you see any growth in the next 5 years ? What purpose would it perform in a portfolio (growth, income, defence, etc.). As an alternative, can you recommend a few leading companies in the agricultural space at a reasonable entry point, their leadership role and their purpose in a portfolio for the next 5 years.

Q: Which Canadian ETF would you recommend that has crypto currency

Q: Hi, I own RY shares in both Cdn and USD, and see that the USD tends to lag the Cdn by a little. Is that due to conversion, or just the RY stock doesn't have as much momentum in the US? Not a big thing, just curious - and I figured you'd have the answer - as you always do! Thanks!
D