Investment Q&A

• Bank Of Montreal (BMO)
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• Flagstar Financial Inc. (NYCB)
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Q: Hi 5i
Whats seems to be happening in bank stocks last couple days...Bmo seems to have fallen quite a bit....Is their something ti be concerned about
thx

Upvote 2

Read Answer Asked by jim on February 01, 2024

• iShares S&P Global Clean Energy Index Fund (ICLN)
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• SolarEdge Technologies Inc. (SEDG)
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• Enphase Energy Inc. (ENPH)
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• Nextracker Inc. (NXT)
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Q: ICLN I have a small position in my TFSA. The share price has more than halved since I bought it in early 2021. Is it time to sell and move on?

Upvote 1

Read Answer Asked by Keith on February 01, 2024

• QUALCOMM Incorporated (QCOM)
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Q: QCOM Could you please comment on results and what kind of growth expectations you might see for the coming year.
Many thanks as always.

Upvote 2

Read Answer Asked by Alexandra on February 01, 2024

• Real Matters Inc. (REAL)
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Q: Please comment on the qtrly results from REAL.
Thanks

Upvote 2

Read Answer Asked by Atchuta on February 01, 2024

• Allied Properties Real Estate Investment Trust (AP.UN)
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Q: I was surprised by the drop in share price today. Can you please provide me your opinion on the reason and if it is a good time to buy more, hold existing or sell. Thank you.

Upvote 2

Read Answer Asked by David on February 01, 2024

• Element Fleet Management Corp. (EFN)
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Q: Could you please give me your opinion on this stock for a two year hold in a TFSA.
Thank you

Upvote 2

Read Answer Asked by Allen on February 01, 2024

• Sigma Lithium Corporation (SGML)
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Q: Any idea why this stock continues to drop?

Upvote 1

Read Answer Asked by Carol on February 01, 2024

• Sylogist Ltd. (SYZ)
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Q: Looks like SYZ might be waking up; volume and price both higher. I see no news... what do you think?

Upvote 6

Read Answer Asked by Harry on February 01, 2024

• First Tellurium Corp Com (FTEL)
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Q: Could I please have your view on First Tellurium Corp Com.

Upvote 1

Read Answer Asked by John on February 01, 2024

• Brookfield Infrastructure Partners L.P. (BIP.UN)
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Q: I am wondering if you can comment on their recent earnings release and also if you can provide the FFO multiple range the stock has traded at over the last few years...Many Thanks...Cheers

Upvote 3

Read Answer Asked by Cam on February 01, 2024

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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• Powell Industries Inc. (POWL)
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• ZipRecruiter Inc. Class A (ZIP)
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Q: I'm down 50% on this one. Any chance of recovery in the next 12-18 months or time to move on as there appears to be better opportunities out there? If so, can you suggest a couple replacements? Many thanks.

Upvote 3

Read Answer Asked by Tony on February 01, 2024

• Toronto-Dominion Bank (The) (TD)
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• Bank of Nova Scotia (The) (BNS)
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Q: Of the 5 major banks, which one (or 2) do you think has the best potential for growth over a 10 year time frame? And if possible, a few comments why. Thanks

Upvote 5

Read Answer Asked by Dave on February 01, 2024

Q: Question by Kel Jan 30 made reference to earlier Q&A about your recommendation for top 2 canadian companies per sector for 2024. Could you send me that Q&A as I was unable to find it.
Thanks

Upvote 3

Read Answer Asked by sam on February 01, 2024

Q: Is there a 2023 or later update of Cdn owned firms paying dividends in USD? Thanks a lot.

Upvote 7

Read Answer Asked by TOM on February 01, 2024

• Mawer International Equity Fund Series A (MAW102)
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Q: Hi 5i,

Could you recommend a replacement for this mutual fund; ideally something that gives some exposure to outside NAM markets with some income distribution. If this mutual fund is the best alternative, please feel free to let me know. I held this for few several years; and only up 8% total with no income generation.

Upvote 2

Read Answer Asked by Dean on February 01, 2024

• WELL Health Technologies Corp. (WELL)
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Q: Why is Well Health under so much bearish pressure?

Upvote 2

Read Answer Asked by Christopher on February 01, 2024

• Powell Industries Inc. (POWL)
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Q: Hi Everyone at 5i!
POWL had a big price move yesterday. Could you please shed some light on this? What are the prospects of this company going forward?
Cheers,
Tamara

Upvote 2

Read Answer Asked by Tamara on February 01, 2024

• Aluula Composites Inc. (AUUA)
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Q: I am curious to hear your take on Aluula Composites. They are tiny (40 M) and have not been public for long. A friend who is keen on kite boarding mentioned them to me and the company does look interesting. They have a major brand partner in ARC’TERYX. Perhaps one to watch.

Upvote 1

Read Answer Asked by Stephen on February 01, 2024

• Intuit Inc. (INTU)
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• NVIDIA Corporation (NVDA)
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• CrowdStrike Holdings Inc. (CRWD)
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Q: Hi,

As individual DIY growth investor, what are some of the top things we can we do to maximize up-market capture vs minimizing down-market capture? I have a longer timeframe and am comfortable with volatility in the markets. With the strength in tech, the sector has run to ~26% (SHOP, KXS, CSU, NVEI, CRWD, TOI, NVDA, LMN, INTU), followed by financials 18%, cons disc 15%, industrials 12% and the others all below 6%.

Is it time to trim across the board and re-balance? How do you balance this while allowing strong compounders to continue performing over time? What are the key things to do focus on to beat the market going up while protecting those gains and minimizing downside?

Thank you!

Upvote 40

Read Answer Asked by Keith on February 01, 2024

Q: Hi, my respected 5i team
I know it is impossible to predict the future, I would like to get your professional ideas about how the "S&P/TSX Composite Index Banks" will perform in the next 5 years? It seems everyone expecting the interest rate going down and how will this affect the 5 big banks performance down the road?

And how will the general market perform (both US and Canada) in the next 5 years?

Thanks in advance!

Upvote 5

Read Answer Asked by Jane on February 01, 2024