Investment Q&A

Q: Hi !

Do you see potential for strong growth on the short term in any of the following names in the health sector : Adma Biologics (adma-q), Immunome (imnm-q), Janux Therapeutics (Janx-q), New Amsterdam Pharma (nams-q), National Healthcare (nhc-n), Summit Therapeutics (smmt-q), Oncology Institute (toi-q), Verona Pharma (vrna-q), Verastem (vstm-q) ?

Please deduct credits as you see fit.

Gratefully,

Jacques IDS

Q: What do you think about going into cash until the end of September? I understand that for most people, the advice is to stay invested and weather the course to avoid missing up days. I also appreciate that you do not advocate market timing. However, my thinking is as follows:

a) historically September is a poor month for the markets - 55-60% of the time the market is down in September;

b) since we've had an excellent year, maybe the odds of a draw down are higher this year. It also appears that the USA may not provide a rate cut due to inflationary pressures which would be a big disappointment;

c) selling now protects gains from a pullback. While this does incur a tax liability, I would rather have a big gain and pay tax than suffer a draw down (and miss the change to buy back lower);

d) if one is in cash, any pull back present golden buying opportunities;

What are your thoughts?

Jason

Q: Your thoughts on KSI please,it has been on a downward trend recently.Buy/hold/sell?

Thank you

Q: Thoughts on TMDX after recent earnings and run up? Is it still worth holding onto if already owned or are there better opportunities elsewhere?

Thanks

Q: Hi
I am looking to start a small position 1/4
in JPM
it is a solid bank
what would be a reasonable entry point?
thanks
Michael

Q: Hi,
Would you be able to recommend 10 solid dividend paying stocks and/or ETFs for a self directed LIRA.
Thanks

Q: I just want to thank all of you at 5i for your great advice.
Aside from the cad $ hedge is there too much overlap? Could I remove one? And If I remove one should I add a different international etf. I also own VEE.TO they are all equal % amounts in reg acct. and please deduct required amount of credits.Thank you all.

Q: Hi

Would you start a position in this stock.

It has done well in the last few months.

Thank you

Mike

Q: Hi Guys;

I own FTS in my non registered account and I am looking for a complimentary holding in my TFSA. Which of the companies listed above would you prefer and why?

DON

Q: How do you feel about a buy now on this company now and what do you expect for its future growth.
Thanks Again

Q: Has been doing very well lately , I'm excited for Alani Nu acquisition and its potential .
Thoughts and would you add here ?

Thanks

Q: Looking at adding to my holdings on the pullback. Would you, or would you wait until maybe $105?

Thanks

Q: Tenaz was a top pick this week on BNN Market Call and Bruce Campbell made some compelling argument. I see three past 5i responses to members questions spaced about a year apart that all seemed generally favourable with the small cap/commodity cyclicality risk noted. Since the last of those comments was about a year ago, can I ask for the annual update? (I note the stock popped about 5% at the time of broadcast). Thanks.

Q: Hi 5i. I'm looking for income not growth and noticed SGR Dividend is above 8%. Please comment on your opinion of the sustainability of the company and the dividend.

Thanks 5i guys.
Ken

Q: Would you give me your updated thoughts on Vizsla Silver please. Aside from commodity price risk, how would you rate them for upside and other risks? Thank you.

Q: Hi 5i, Based on portfolio analytics I am underweight consumer defensive and overweight industrials. I'm thinking of selling my CP and buying DOL for a long term hold. CP has been a laggard in my portfolio over the past four years. I realize DOL is expensive and earnings are next week. Would appreciate your thoughts on this switch. Thanks

Q: There are two questions here, the first relates to the abandonment of science, a policy issue. I note that HHL has recovered significantly and reportedly follows the prospects of leaders in medical science, in which Crisper also participates, that issue is now lagging and down. While this appears to be an extraordinarily cruel hit to an essential industry, question I have - is there a reason which might be ordinarily attributed to each of these related issues, and how do you perceive the outcome?



The second question relates to the price of Lithium. It is my understanding that China has closed a major supplier of Lithium and that this briefly sent the price soaring. It is my guess that this has occurred because salt has replaced Lithium as an energy storage mechanism for major - grid related - energy storage facilities, despite its lower energy density and because of its availability and cost to produce, but that Lithium is expected to be used in cars, bikes, and hand held devices because of its higher energy density/ capacity. Does this coincide with your view of the lithium industry's prospects and do you have an opinion for the trajectory for the price of Lithium?

Q: for a 5 year hold what are your favorite 5 stocks to purchase at the current price level

Q: Canada's interest rate has dropped, and bank GIC and HISA rates have followed suit. The ZLC BMO Long Corporate Bond ETF is offering a 4.83% return. Can this investment completely replace my HISA or GIC? I've previously invested a significant amount in ZLC, and with the recent dip in price, I'm considering continuing to buy more to replace my GIC and HISA ETF. I suspect this might be the last opportunity to buy bonds at a low price. I'd appreciate your insights. Thanks.

Q: I am mostly content with my health care stocks with the exception of MDT. It has been essentially flat since about 2016 except for the dividend. It did peak around 2022 but has fallen down to previous levels.
What do you think of the longer term for MDT?
Would you make any other changes for slow but reliable growth and higher end of dividends.
As always, thank you for the great service.