Investment Q&A

Q: Hi,
Kicking myself in the butt for not buying SMCI a few months back after humming and hawing about it. I guess because I have a large NVDA and GOOG position already so didn’t want too much AI exposure.

For some of these names that have run hard over the last 3-6 months, would you add or initiate new positions? I own NVDA, HPS.A and TVK and have nice gains but want to slightly add for long term. I’m reluctant now to buy these new daily highs in SMCI and VRT, afraid of a sharp pullback. How would you proceed? For all the stocks mentioned, what inning do you think we’re in for each? Still long runways? And I know it’s hard, but what would be good price targets to buy if they pulled back? Thanks!

Q: I need to sell my PDYPF shares but there is no hurry at all. Would you wait until the FanDuel spinout or would you sell now. In other words is the spinout likely to significantly increase the price enough for me to wait. Just your best guess. Thanks.

Q: I got a call back from BMO Investorline as a follow up to my questions last week. I think I now have the answers and want to share them. The PDYPF are not ADRs and he did not see a need to do anything immediately. I can have the shares converted to FLUT on the NYSE but there is a 1% "stamp" tax ($608 for me) plus to sell I would pay the standard $10 commission and would then have to do Norbert's Gambit to convert to CAD or pay their conversion fees. If I sell the shares on the LSE I would pay slightly over $280 commission plus two fees/taxes totaling 0.6% and have to pay the conversion from sterling to CAD. I'm glad I have a good profit on these shares because that sure adds up. I both cases slightly over 1% of the value. I hope this information helps others.

Q: I'm hoping you can give your thoughts on these as well as rank these potential AI companies for a 5 year hold.

EPAM; GLOB; C3AI; PERI; UPST; PLTR; SNOW; CAN; VRT

Q: Is this company now an attractive takeover candidate??
Thx

Q: I have owned KXS for several years and although I am not unhappy with its performance it is rather volatile. DSG which is in a similar business seems to experience more price stability. I am ok with volatility and tend to hold equities for the long term. Using long-term growth prospects and current valuations as a guideline would you favor one over the other to any great extent? Taxes are not an issue so I could easily switch to DSG if the metrics suggest this is the better stock.

Appreciate your insight.

Paul F.

Q: You responded to an earlier question today about SHOP's decline today with: Yipitdata, a cloud-tracking service, noted it estimated that SHOP gross payments volume growth decelerated 'significantly' over the past week of reporting (to Jan 22). If volume did drop significantly, would this not be something 'significant'? I can see a slight drop that gets washed out over a longer time frame but a big drop all of a sudden isn't a good sign. What would cause a significant drop? Also, how reliable is Yipitdata? I guess what I'm asking is if SHOP is still looked on favourably by 5i? Is there anything to be overly concerned with?

Q: Can you compare NVDA and SMCI on their valuation? Which one do you expect to do better in the short term and long term?

Q: Hi guys at 5 I's.
Major Drilling is getting near 52 week lows again. I have kept a core position and trade another tranche of shares buying in the low 8's and selling in the low 9's. I have done well so far and I still think MDI should do well in an intermediate time frame because it has virtually no debt, is the leader in their field (drilling for minerals) and it is in what is supposed to be a growth area (looking for more mineral deposits so that we will have enough metals to electrify the world). So why does MDI keep trading down to less than 10 PE? I am quite happy to pick up so more MDI shares at a level that I think is cheap. Do you think MDI is cheap in the low $8 range?

Q: Hi 5i,

I have held OTEX for many years as a 1.5% weighting and have a loss in a registered account. I am currently underweight tech and would like to slowly increase this sector. Based on the recent earnings and the division sale would you recommend adding, holding, or moving on with the position as a portfolio cleanup? If OTEX was sold would adding to a small position in CSU be a good move?

Q: Please comment on REAL's earnings report and what you think their prospects are going forward in the current interest rate environment ?....Stock was up 6% at opening but is now down 7% so I don't know what to make of the report ..... Also please comment on what you learned from the Conference call ? ....... Thanks Garth ....

Q: Good morning, could this idea from morgan stanley be good for topicus?

https://www.morganstanley.com/ideas/thoughts-on-the-market-european-equities?subscribed=true&dis=em_2024131_wm_5ideasarticle&et_mid=555779&et_mkid=&sfmc_id=159521626

Q: What are your thoughts on BR? Earnings looked good. Is the drop today a sell the news or a guidance thing ? Would you add here ? Thank you.

Q: RMD seems to the “king” of the sleep apnea/sleep disorder space. Are there others such as, NYXH:US, perhaps, that you find interesting currently?

Q: Hi Folks,
In my TFSA, I am looking to add to my position in one of AAPL, AMZN or VISA.
May I have your opinion which one would be best at this time.
Thanks

Q: I own these two ETF’s with a reasonable profit on each. Would you continue to hold them? Or would you be inclined to sell them either now or perhaps around mid year? Could you provide some rationale for your recommendations. Thanks.

Q: The US commercial property crisis has become hot topic again and the share price of New York Community Bancorp decline a lot . Please comment on the impact on these banks. Thanks a lot.

Q: Hi 5i
Regarding your answer to my earlier question about BMO....
"Overall, we would stay away from financial institutions with a weak capital base and questionable loan book quality. In a loss scenario, as we saw last year in the regional banking crisis, equity can at times be eroded quickly."
Is BMO in a situation where this is a similiar issue for them?
thx

Q: If you had to put together a portfolio to hold for at least one year for max gain what would they be? No concern for risk or the size of the company. Must be traded on a USA exchange although not necessarily a USA company. I’m guessing you will include smci, vrt, google and amazon. Part two of the question is whether I should sell some smci to lock in a gain? I’ve never in my life enjoyed such a large gain so quick. Thanks.

Q: Good morning,

I am looking for the best ETF to hold in my TFSA account that follows the S&P 500 index along with the reasons for your particular preference?

I understand that since HXS does have any distributions, there is no withholding tax to be concerned with which is an advantage. On the other hand, due to the distinct tax efficient structure of HXS, the MER on the HXS is higher than VFV and other similar ETFs that track the same index.

Given that both ETFs track the same index is there a clear winner for a TFSA account?

Thank you and I'll await your sage advice.