Investment Q&A

Q: I bought SMCI just before the latest earnings, one reason for the purchase was the low share count. I have done well with that criteria in the past. Are there any compelling buys in companies with that feature Canada or US? Can you list the top 10 picks any sector. Please take as many credits as you wish. Thanks, Wayne.

Q: I have held ARE.CA for some time. Is this a good time to sell and move elsewhere?

Q: MS

Stock dropped Any reason for drop/. Thanks RAK

Q: Why the 10 % change today for Nuvei?

Q: Some time back, you mentioned a cash ETF that does not ay a distribution until the position is sold. Do you have the ticker for this one? Would they payments eventually be taxed as capital gains or interest income

Q: A while back I asked about your top picks in the water solutions space, and I recently came across this new one. It's quite small, and seems focused on the Oil and Gas sector. Could you give me your thoughts on it as a small cap hidden gem? How does it compare to a company like HPS in terms of its growth phase?

Q: Out of NVO and LLY, which one would own today over a 3-year period? What kind of gains can we expect over that period?

Q: Is this a buy for a 3 year horizon , growth oriented
Many thanks

Q: If CSU owns about 50% of TOI, do they also get 50% of the total special dividend being paid out (as cash)?

Q: Hello
Could you comment on Pet Value earnings?
Thank you very much.
Stephane

Q: High volume trading on Feb 29th, 45M shares traded hands, I couldn't find anything in INK research, any Sites you visit that know what caused the spike?

Q: Would you consider ENB an energy or utility stock?
Thanks

Q: Earlier last month, three geologists published research revealing what could be the biggest discovery of lithium resources…EVER.
Is this stock worthy of consideration?

Q: Can you please comment on the recent quarter and thoughts on the company going forward?

Q: I have made money on TTD but am getting bored with it. It goes up and down like a yoyo and does just fine but I'm wondering if there is something with a clearer path to growth if I am okay with volatility? If it was a simple question of owning TTD or buying something different would you keep it? If not, which two stocks would be good to keep growth exposure with a bit of diversification?

Q: Any updated view on Goeasy..Acting weak of late?..

Q: In regards to TFSA's value...For the record I'm not a great stock picker (but better than I was prior to joining 5i). However I know how to listen to people like Peter and Ryan who understand what makes a great stock. So thanks to them I bought CSU, NVDA and SMCI (at 13x earnings one short year ago). Today my TFSA is just shy of 1.8 million Canadian. It's a bit like winning the lottery, and if I can do it so can other members. Not everything is going to go up and I have plenty of capital losses but as Peter (I think) says a couple of great winners will do the job! By-the-way LMN was spun out at around $16.75 per share about a year ago and today trades at $37.14. Not too shabby. Better to buy now rather than later at $371.40 don't you think?
My advice...listen to Peter and Ryan and all work out (in the long term)!
Jim

Q: I’m a bit surprised this stock doesn’t have a better looking chart. Great active user growth and financials trending upwards. What is you take on this company and SP performance? I did notice insiders tend to dump shares quite regularly over the last few years. Is this a concern? Thanks

Q: Hi, I am wondering if there is any information on TFSA $ amounts being held by

Canadians across the country? What is the average value of a TFSA across the country?

How many have achieved balances of excess 100k 200k 500k or 1 million?

What percentage do these large accounts represent for TFSA holders as a whole (Example 5% have achieved this level of balance)?

I tried finding this info on my own and did not find much that I would consider reliable. Please take as many question credits as you see fit. Thank you for the great service.

Q: Nvda has had a hell of a run is it time to get out or let it run. Do you see more upside.