Investment Q&A

Q: In the last decade I have always owned a number of REITS as part of the conservative/dividend portion of my portfolio, but I have gradually sold them off the last few years as interest rates rose and performance tumbled. My question: can you recommend any REITS from across their spectrum that feature a solid dividend - hopefully 4% + - and gradual stock appreciation. I'm not looking for smoke bombs and lasers price appreciation! Thank you.

Q: LLY and BKNG got hit hard post earnings. Any concern in your opinion?

Continue holding I assume ? Thanks

Q: Do you think this stock is overpriced, at this time, to buy

Q: Record(?) or near-record free cash flow of $760M, $2B in additional buybacks announced. Bought back ~$750M of stock since Feb 2024 (~2% of shares outstanding). Gold currently ~$300/oz higher than their average selling price in Q3 of $2518. Surely slightly higher costs aren't that important in the context of the gold price being so strong and the large buybacks.

The old adage is to date the mining companies and marry the royalty companies. Is now a good entry to start dating Newmont?

Q: What do you think of SPOT? How does it look from an earnings/growth perspective, and how expensive is it?

I've done quite well on it but wondering if i should sell before the Nov 12 earnings - what are analysts expecting for that?

Thank you!

Q: AMD shares fell over 15%, apparently due to the company issuing forecasts that were noticeably lower than analysts’’ expectations. I bought AMD close to highs and have a substantial loss in a non-registered account. I thought I could harvest the very large tax loss and buy back after 30 days. However, given the company’s respectable record, wide moat (good products that are expected to stay in demand) shares could easily surge in a month or two in amounts higher than any tax-deduction benefit one might realize. I would appreciate your views on the short-term likelihood of AMD shares making a quick recovery. Due to my own biases, I am likely mis-calculating the risk-reward equation.

AMD’s financial results were good vs. estimates. Management gave credible answers and logical comments in the earnings call (although Lisa Su , CEO, did give self-contradictory remarks in media interviews). Although AMD is far behind NVDA , would you agree that its research and development is such that it will produce, after 2025, chips that will compete extremely well? Wishful thinking on my part ? The above is a leading question, so I would appreciate your thoughts independent of my preconceptions. :ao:sab

Q: Thoughts on the results and special dividend?

Q: Hello,

New to investing and I have about 20K to invest to start...wondering how you would recommend to best distribute that? Looking for long term investments. Ok with some risk.

Q: Hi 5i

Considering the auditor news, all selling is being acquired by someone who expects to make a gain (sometime in the future) as you often point out (generally speaking). Could you comment on the bravery/optimism of these buyers as these circumstances are different to day to day "normal" news/activity.
Just curious...
Mike

Q: Hi Peter...I have some cash in my TFSA and I'm considering buying either SHOP or DSG. I like SHOP but I just don't think the large amount of stock based compensation is shareholder friendly. I'm going to spend about $80,000 CAD so I want stock liquidity. I do have a lot of IT companies (NVDA, CSU, LUM, TOI, COHR). Do you think either DSG or SHOP would strengthen my IT grouping? Also do you think I am being unreasonable about SHOP and its stock based compensation? CSU, where the executives have to buy stock in the open market, being so shareholder friendly makes me hesitant with SHOP. Any comments you have would be appreciated.
Thanks,
Jim

Q: I see that Gibson Energy (GEI) missed estimates. Q3 Revenue of $2,900 million in the third quarter, a $325 million or 10% decrease relative to the third quarter of 2023, What are your thoughts on GEI going forward. Would KEY be a better alternative? Thanks for all that 5i does. Steve

Q: How do you see the Cdn and US market sectors reacting to a Democratic or Republican win.

Q: Could I get your thoughts on Trane’s quarterly earnings, its valuation and would you be a buyer at these levels?

Thank you!

Q: Do you recommend buy, hold or sell?

Q: with the amalgamation is it worth keeping?

Q: WING just reported earnings and has crashed - to state the obvious. The RSI and Williams % indicate it is now oversold. I would appreciate your thoughts and strategy regarding to it at these levels. Thank you.

Q: I currently have ~$170K of VOO in my RRSP, up 45%. I notice that ZSP and VFV have better returns. Would it be worth it to sell VOO and go to ZSP/VFV?

Q: Shipping companies. I was just doing some research on SBLK and came across a question from Jacques going back to Jan 30/2024. It looks like share prices of all those companies have dropped significantly over the course of this year. Some have low P/E ratios , look oversold and have nice yields. I would appreciate your assessment of the situation and whether or not this is a buying opportunity. My primary interest currently is SBLK but I am open to 5i’s suggestions. Thanks

Q: With interest rates going down everywhere is there a reason that PSA can sustain the 4.74%? Thanks, James

Q: Please comment on earnings. Would you add here? Thank you.