Investment Q&A

Q: Hello
Could you comment on most recent TIXT earnings release?
Best regards
Stephane

Q: Good morning, what is your view of OCI? it is invested in many other companies but the stock doesn't move up at all. 14% of MIS, 11% AE, 3% of QCCU, 15% of ARIC, and 43% of Cuprum Corp. Some of this investments are interesting like AE and QCCU . The market cap of OCI does not match the value of its investments??
Thanks,
George

Q: AQR Capital Management, saw its Delphi Long Short Equity Strategy post a return of 7.1% in January alone.

What do you think of ETF's like this?

Is there one [or more] in Canada you would recommend, or would you not recommend these types of ETF's?

Thank you.

Q: Hello - I am an income investor. My view has been to construct my portfolio with companies that pay growing dividends as a way to offset inflation. With BCE’s announcement of reduced expected dividend growth in the future I am considering shifting that portion of my portfolio somewhere else. Can you please provide the stated expected ranges of dividend growth (as a %) of these companies? Please take all the credits you wish. Thank you

Q: I have a RESP for 3 grandchildren under the age of 11.
Would you please suggest 3 or 4 stocks to add or swap with any in the above group. Would prefer a bit more growth. Thank you

Q: Peter and His Wonder Team
GVP is up 20% today on very high volume...so something has occurred...why do you think? Your assessments are always helpful! Thank you!

Q: In the answer you recently provided - where would the above companies fit in the rankings?

Q: Could you please tell me if I am interpreting this correctly. Disney said it expects Disney+ net adds of between 5.5 million and 6 million in Q2. But per their earnings call, “domestic net adds are expected to be in the 7.5 million range, driven by charter entitlements, net of cannibalization”. Does that mean they are gaining 7.5 million charter subs but losing 1.5 million paying subs to hit the 6 million? From what I understand the charter subs are getting Disney+ for free, and Disney is getting free advertising in exchange. So ARPU might go up due to price increases, but won’t overall revenue go down as fewer paying subs? Or do you think Disney will estimate the benefit of the free advertising, and then charge that amount to advertising and give the credit to Disney+ revenue? Thanks for you help.

Q: I just finished rebalancing in my TFSA and would like to take the extra dollars generated and invest in a conservative growth company for a 3 yo 5 year term. Please rank the names provided including any Canadian favourites of your own.
Much appreciated. ram

Q: Hi 5i Team,

Respecting you don't have a crystal ball, after such a robust few weeks for ARM do you think the current entry point ($142) is high and one should wait for a pull back before buying in? Or do you think based on its fundamentals there is still a long runway ahead if one is looking for a 2 year hold.

Can you share what the FY 2024 projections are and if you would be a buyer?

A million thanks for all you do!

Q: Good Day,

Big wins on a lot of your recent answers to my previous questions, thanks.

Obviously there's a tonne of hype on the Semiconductor market/AI/Data Center space right now, and after picking up SMCI, VRT, etc, I came across CDNS and by proxy, SNPS as well.

It appears they have the market corners on the design software side of this market. Logically, however, this wouldn't appear to be a space that grows in the number of customers in it very readily.

Is this similar to ASMLs type of monopoly (albeit a duopoly), with growth coming from advantageous pricing conditions and the relative difficulty of a new player popping up?

Do you see these companies gaining significant share price appreciation over time? Which company is better and why? I really liked a recent question that asked where they were relative to a baseball game. For each could you relate their lifecycle to what inning in a game they are, as well as an out of 10 for risk and growth potential.

The prices of these have climbed for sure, but definitely don't seem to have exploded like the rest of the segment. Are there any other companies with this same type of competitive advantage in the semiconductor/AI space?

Thanks!

Q: What are your thoughts on ETFs that are market weighted versus equal weighted? From anecdotal review it looks like the market weight ones do much better. It may also be relevant how many holdings they have.

Q: In your expert opinion what would be the best buy back share etf to invest in and could you provide the rationale behind your choice or choices. Thanks so much.

Q: May I please have your thoughts on their most recent quarter. My RBC discount brokerage describes them as being overvalued with a rate of return estimate of -17%. How do you view their current valuation?

Q: Your comments on the numbers please.

Q: Could you please compare and contrast NOW and SPSC?? Would you consider both of them a buy, for a 3-5 year hold? Thanks.

Q: Re your chart in Potential for a Catch-Up Rally you seem to show that SHOP is 2% to all time highs. If I understand this correctly the 2 % is very wrong.

I show we are approx 100% from all time highs in Oct 2021 at $223.

If I am misinterpreting your chart please clariy my misunderstanding.

With thanks


Sheldon

Q: I guess this is really a basic tax loss question. I wish to sell BNS in my non registered account which is mainly full of large dividend paying companies. Does it make sense to sell GSY ( at a profit ) , sell BNS ( at a loss ) and then rebuy GSY , thus taking advantage of tax loss provisions. It will also give me the advantage of a higher cost price for GSY for the inevitable sale. Should I do this procedure with the stock that has the most comparable gain to my BNS loss ?
Thanks. Derek.

Q: Nvidia has grown to 8% in my portfolio thanks to your analisis and opinion. I have no problem letting it run a bit more if justified. My concern is their competition will eventually catch up and they lose their edge. I'm also wondering about their valuation and that they might be forming a bubble. Your analisis and opinion would be appreciated. Thanks to 5i and team.

Q: What are the expectations for next quarter? What will trigger a definitively positif development?

Thanks