Investment Q&A

Q: Hi 5i

Thoughts on the quarter please.

Q: In what order would you be inclined to purchase a partial amount of these?
While I understand that all are high risk, are there any you would caution about?
Thanks.

Q: Hi Peter

Can you provide me your current thoughts on GUD and its reported financials. Also do you think it is in an inflection point and would you buy at current levels.

Q: I have held MG in a non reg account and watched it drop and drop. I recently did a tax loss sale and exchanged for LNR, which has somehow rebounded almost 50% in a few months. However…the Canadian car parts sector is as volatile as ever. Is it worth exiting the sector? Any crystal ball suggestions at this time as to what I should do? I am inclined to exit the sector for brighter skies in a less volatile sector.
Even if they keep some business with margins, ie US factories, there is so much risk of sunk costs in process.

Q: Would you purchase this stock at it's current price for a five year hold?

Q: Good Morning
I currently have a 75% position inTRI at an average cost 266$
would you now add the remaining 25% or would you have a price suggestion to add?
Thks
Marcel

Q: Hi, all of these stocks look quite over-valued. Please rank them in order of which ones you might start nibbling on, along with general entry prices. I know you don't like to time the market, but there may very well be dips coming up! Thank you.

Q: Hi, both of these have done well and I need to trim a bit. Which would you trim first, and why? Thank you.

Q: Gentlemen;

Thoughts on the quarter? Does it stay in the penalty box?

Q: I bought half a position in IDEXX about a month ago, they recently had about a 25% pop after their results. Would you be comfortable for me adding to my position here?

Q: Awwking Your views on this today. Buy the dip?

Q: Good morning,

Thoughts on CNQ’s earnings today?

Thanks for the great service.

Q: Thoughts on the quarter? Where does this name sit in ranking of your top Canadian conviction names for a 10 year hold?

Q: Palantir CEO Alex Karp on Monday characterized his company’s performance using a simple rule that has historically boded well for tech stock returns.

Karp said in a release that the company’s score with the “Rule of 40” was a 94%


Rule of 40 says that the sum of the revenue growth rate and the profit margin should be 40% or higher.

Do you use this?

How can an average investor measure & use it?

Can it be used on all stocks [company's]?

Thank you.

Q: Where do I find the “best stock ideas” tab

Q: good morning 5i,
I know that your usual response to selling when capital gains tax is involved is to sell down until you can sleep at night. Well, when I pay taxes I cannot sleep at night? What is the solution? Currently, with Shopify, Nividia, Meta etc, I have very high capital gains. Some are up to 10 or 12 percent of my portfolio. Should I just bite the bullet and sell down to a reasonable holding? or, just sell up through the end of my next tax bracket? I know these are impossible questions to answer. I had a worker going up on my roof the other day and I was surprised to see him having a very lively conversation with himself about how he should or shouldn't place the ladder. At first I thought this odd. But realising the danger of going straight up 30 feet in the air on a bouncy ladder, I thought it maybe not too stupid. Sometimes I feel that these are not the right questions to be asking you, as they are practically impossible to answer. But, maybe we are talking to ourselves like the ladder guy. You always end up having something useful to say, though, none the less.
thanks

Q: What potential reward / risk do you see investing in SOFI? I already own HOOD

Q: What is your opinion about Power Corp

Q: Do you think that AVGO's high valuation is justified by its growth prospects or is it time to get out? Would you switch to QCOM, which is cheap because of the concerns they are about to lose Apple's business, some other stock, or would you hang in with AVGO?

Q: Hi 5i

Is Pimco Dynamic a decent buy at this time? Just looking for income.

Thx
Gerry