Investment Q&A

Q: Hi team,
How significant is today’s release that CLS had partnered Amd to help supply them with AI infrastructure? Seems to me this could be a big deal for CLS? That being said, the stock is only up slightly on the news. What’s holding CLS back from new highs right now other than just crappy market conditions (Iran war stability, tariffs ) ? Would you add to CLS today if a 4% position is already held?

Thanks,
Shane

Q: Hello! Thank you for all you do. Tax prep this year was an eye opener. I would like to simplify my life. I would like to simplify my US holdings for tax purposes by selling the individual companies an holding an ETF in Canadian funds which hold top blue chip US companies. I no longer want to keep record of exchange rates when buying and selling US stocks years later. Can you recommend some that have a low MER and a good yield?

Q: Can a cord has now settled it US problem and it's looking into the possible sale of the UK division. Stock is down a couple of dollars in the last couple of weeks. Do you believe this would be a good entry time. But it's your thoughts on this company.

Q: Being mostly a "dividend long term" investor ,I did not invest in tech stocks up to now, except for some specific etfs . Considering this kind of "switch" from tech to energy stocks in the markets,and new valuations of major US tech stock ,I just started to invest in this sector.What is your view versus the opportunities and timing for investing in major tech stocks actually ?

Q: These two companies have run up a bit but I wonder if they still fly under the radar in regards to the photonics advantage (light) over copper in the chip manufacturing industry. Have you heard much about this?
In looking at a semiconductor ETF like SMH for example I do not see these included as they tend to favor larger names.
Also not sure how much analysts have caught up to this story as a potential boost to these and other similar companies.

Q: Hi Peter
gold has dropped below 5000 and XGD is in decline
so is silver

I wonder what is the next support level of XGD , should one trim back and wait for a bottom to form?
thanks
Michael

Q: Their earnings report today borders on incredible. It looks like they will earn at least $80/share in the new 12 months, which means their PE is very very small and the stock seems very cheap. The only question I have is about their capex plans - they are building so much capacity (all over the world), all the way out to 2028, that I wonder when demand is likely to peak. Keeping in mind this is a cyclical stock, I don't want to get over my skis. I love it short term, but do you have any expectation of when the supply will be sufficient and margins will start to come down? I suspect fears about this issue is what is holding the share price down

Q: Hello, could you comment on BOYD earnings?

Many thanks
Stephane

Q: hi group thinking of selling BYD.CA presently trading at break even /held it for many years but been dead money time to sell? (ITs in my TSFA also own FTS ATZ,TOU BAM ENB FFH in what order should i add if decide to sell BYD:CA or hold the cash for now as there may be better opportunity in the near future sure looks like a market correction to me

Also same with NRGI the only money made here is on the dividend (owned since inception) what should i replace it with ? again maybe just keep the cash until things recover a bit? its in a cash account

Not happy with my tech holdings either own GOOG AMAZ NVDA MSFT CLS SHOP (12 % of my portfolio ) is that too much or not enough exposure for this marketthanks for your help with this

Q: The controlling shareholders are active in the day to day and hold over 50 % of the outstanding shares.
It seems logical that they will want to retire soon.
Do you agree that a transition is near term likely ?
The stock is rising lately ?

Q: GLXY on TSX Delist on Mar 19.Received no instructions.I did not take any action.What happens now?will it automatically transfer to US? Txs for u usual advices & views

Q: I am wondering about your newfound enthusiasm for HME, and why this microcap is lately being recommended alongside stocks such as TOU, SU, CNQ and IMO. As recently as Jan. 29 in a reply to Thomas, your opinion was decidedly less positive about the stock and its prospects.
What has changed, that we should be taking a closer look at HME?

Q: My RRSP has a roughly 50/40/10 split between core compounders, defensive holdings, and income holdings. I will not need any of the money for at least five years. What do you think of the split? Could I please get your top stock and ETF recommendations for an RRSP today? Also, what do you think of FIE, ZRE, and covered call ETFs in an RRSP? Thanks.

Q: Hi 5i, I’m selling Walmart and looking to buy four company’s in the consumer stapes area, two companies that are retailers and two that sell to the retailers. I’m looking for at least a two percent dividend, what do you think of Tgt and Mdlz and Nsrgy? TGT looks like it’s bouncing off a bottom. Also can you name a few companies that you would recommend. Appreciate the help

Q: Hi 5i,

What are your top 5 conviction stocks currently (Canadian or US)?

What about your top 5 defensive stocks (with a dividend) if we are concerned about a downturn in the market?

Thanks,
Evan

Q: Does NBIS have any type of a moat? Could you please describe how strong this moat might be? Does NBIS have any competitive advantages in the current AI race?

Q: Greetings 5i, may we please have your comments and opinion on Lululemon's results and the outlook going forward. Thank you.

Q: Has there been that much of a slowdown in the retail sector to have all 3 down 20%.

Q: I hold NVDA, CLS, TER, NBIS. Considering buying MU. How much overlap in these companies? Would you sell any based on exposure?

Thanks

Q: Retried and have a diversified stock and bond portfolio that I live off. Not tending to the portfolio as much as much as I have in the past and wish to simply my life. I am thinking of selling most of my portfolio and buying "all in one ETFs". Would you advise selling all and buying only one of the above ETFs or " diversifying" by splitting into all three above or even more ETFs to avoid risk of illiquidity in the event of a need to a large amount of cash. Please elaborate on any other risks in a strategy, such as company reputational risk, in allocating a very large percentage of the portfolio to only one or three such ETFs.