Investment Q&A

Q: I realize this question is outside of your area of expertise but I have been reading your Q&A for years and am always amazed at your (and your members) breadth of knowledge. My CND morther recently passed away. She owned no property and all her assets were in TFSA's (4 children listed as beneficiaries) and GIC's in a nonregistered account. All asssets are to be evenly split amongst the 4 chidlren. I am the executor and my only question is, I have a sister in France that is to receive her share 1) does she have to pay any tax on the registered and nonregistered monies she receives or is it the same as in Canada where it is not deemed as income and is not taxed 2) with all the safeguards in place for fraud and money laundering are there limits/issues transfering her $80,000 inheritance and what is the best way to send it?

Any comments welcome

Q: Please share your analysis of ARM holdings, do they have some sort of competitive advantage? What is your view on valuation?

Q: would like your view on rx, last i could find was may 2023.
thank you

Q: IDEAYA Biosciences, Inc. (IDYA). Please give me your opinion about this company for next three to five years. Thanks

Q: I own both and would like to consolidate into one. Stock appreciation is more important than the dividend.
Thanks

Q: In view of recent insider buying, is this a signal there may yet be some hope, or is it time to bail?

Q: Good morning 5i Team,

If considering buying NTR, FNV or CCO for a 1-2 year hold, could you please rank your current preference with a brief comment. Thank you.

Brad

Q: would like your view on nwh.un for 2024, my thinking is a potential reit recovery
based on lower interest rates.
thank you

Q: Would you be able to please comment on LMAT (NASDAQ)? I believe the balance sheet is good, and about 10% insider ownership.

Is valuation okay vs it's growth rate? Do you see any concerning competition in their business? Any other comments?

Q: Alberta oil-sands companies are ramping up their output to prepare to fill the expanded TransMountain export pipeline. Seems this should open up good investment opportunities. Can you suggest any stocks to consider?

Q: Hi,
I am under weight in both international and fixed income.
I have US$ cash in both my RSRP and TFSA that I'd like to invest in these areas.
Can you recommend some US$ ETF's.
Much appreciated.

Q: Cameco, Denison, and Mega Uranium are really ripping today on good volume. The charts look good in my view, these names have moved up steadily for quite a while now. News now out that the worlds largest producer Kazatomprom has a large shortfall in supply. I just took a meaningful position in Denison Mines. I vividly recall the uranium mania that took hold in 2007 prior to fukishama and the parabolic movements that took place in the stock charts with respect to uranium.
What do you believe are the similarities/differences re: events that shaped the frenzy in 2007 versus the excitement today about these names. Could these names have similar parabolic moves in your opinion ?

Q: I am looking for new healthcare stocks after selling Lantheus and InMode in the last 6 months. I currently own WELL. Quite a few have had a good run up lately so not sure if they are good buys at current valuations. What are recommendations? US or CAD, doesn’t matter. Should I buy an ETF instead?
Thank you in advance

Q: Could I please get your updated view on Century Communities. I note that there are 2 holds and 1 sell by analysts, and the stock has been showing some weakness. Should I hold or sell.

Thank you.

Q: Hi Team,
Would you choose Rogers or Cogeco to get exposure to the wireless sector?
I would lean towards CCA due to CDPQ "partnership" that could limit the drawdown in my opinion and the high leverage of Rogers.

Second question ? Would you prefer CGO vs CCA to get exposure to Cogeco and why?

Thank you !

Michel

Q: Hi,

Was looking at these two mid cap ETF's and noticed that for VO, the market cap of companies that it holds is a lot higher than the companies held in IJH. I would have thought that mid cap companies are usually around $2-15B. Many of the VO companies are >$40B, whereas the IJH companies are <$20B. Why the large difference in market cap between these two ETF's? What is the average mkt cap of holdings for each ETF? And would you be indifferent between IJH and VO? Thanks!

Q: I'm down about 20% or so on this one. I know you're against averaging down, from what I've read, but do you see long term (5+ years) value at these prices?

Q: Hi Peter, can I get your view on QEC and any reason for the up tick today. Is there hope for this company. Thanks, Nick

Q: Hi team,

In your reply to Ric this morning, you provided an interesting list of Canadian agressive growth stocks.

Could you provide a list of aggressive US growth stocks ?

Gratefully,

Jacques IDS

Q: CSU ROIC was 28.8% in 2020 and has been dropping each year since to 17.93 in 2022 and 14.15% TTM, is this something to be concerned about?