Investment Q&A

Q: Hello 5i
Can you please give me the expected growth rate for these companies over the next 1-2 years.
Secondly, if you had to raise cash which order would you trim or sell outright?
Thank you so much for all your help!
Dave

Q: Do you think these names remain attractive at current valuations? How would you rank for buying today?

Q: During the volatility shock two weeks ago (I’m writing this on Aug 18), you wrote the following in an emergency note to subscribers: “We would keep some powder dry as the type of volatility we will see this week can last a while.” In light of the stock market bouncing back so strongly, do you feel differently now? Would you sell into market rallies to raise cash, then await more volatility for the chance to redeploy?

Q: Hi team, Please provide a summary of Westgold and a description of why the stock is a buy, sell or hold.
Also, what should I expect from Culico Metals? I see shares in my account but no value.
Thanks
Rob

Q: Hi Team,
Two part question. Firstly, like a fool I sold out of crwd at the worst possible time during the selloff in anticipation of more bad news and to raise cash in the overall sell off. Ever since it seems to be on a steady rise back up. Is it time to buy back the shares or should I wait until after earnings?
Second; do you see any compelling buys out there today to put new cash to work? If so what are some of your favourite names to purchase today Canadian and US. I was looking at adding to propel possibly …it boggles me it had such strong results and a muted share price ; not sure why but it seems undervalued. Same with go easy but I am already over weight in that one.

Thanks ,
Shane

Q: Has your June 03, 2024 outlook on PZA changed? Is it reasonable to step into it now?

Q: Any idea why Lumine has dropped in share price over the last couple of months?

Q: Former Google CEO Eric Schmidt reently made an apparently controversial statement saying that Google is fialling behind because of decision for work/life balance, rather than concentrating on competitiveness. the video was soon taken down. But here is what he said:
"Google decided that work-life balance and going home early and working from home was more important than winning," Schmidt said at a talk at Stanford University. "The reason startups work is because the people work like hell."

You often suggest Google as a good buy. ( Following your lead I bought some yesterday, in fact.) but I was wondering whether you might have information to suggest that this may be just sour grapes on his part or whether there is a real reason to worry here
thanks as always

Q: Could you please rank these five companies, best first, for a 3-4 year hold. Thanks

Q: Your August 6, 2024 Company Report has two different numbers for Inside Ownership: Page 1 has 0.17% and Page 4 has 12.11%. Which is correct?

Q: please up date your thoughts on blackline . it has been one year since last comments.

Q: It appears that PRL reports and pays in USD. I hold it in a registered account. Trading on a US exchange is low volume. Do you suggest that I keep it on the CAD side or move it to the US side of my account?
Thank you.

Q: Hi 5i,
I've held a stake in KEY in my RRIF since the 2020 meltdown, which is now up considerably. I'd always told myself I would divest 1/3 of it if it reached $40, and it looks like that may happen pretty much anytime. What would be your top 3 non O&G, non-utility suggestions to replace that 1/3 of KEY (which currently yields 9.48% based on my cost base). Primarily I'm looking for income, but some growth is always nice too. Aside from the exceptions noted above, sector allocation isn't a concern for me.
Or would you suggest that based on KEY's fundamentals and the healthy yield I enjoy I should set my target higher - perhaps $45.00 - and wait a while longer before divesting a portion?
Thanks for your input,
Peter

Q: Hi Everyone!!
Do you think that Google will actually be forced to break up? If so, do you think that the share price will go down significantly?
Cheers,
Tamara

Q: Would you please give your evaluation of these 2 stocks and which would you recommend for a 3 to 5 year hold in a tfsa? Thanx.

Q: Why did ATD stock prices drop dramatically twice in past year: 1)Feb 23, 2024 from $82.55 down to April 4 2024 at $74.18, and then again 2) July 31, 2024 at $85.11 to Aug 7 2024 at $78.39, please?

Q: I suppose you are now used to your subscribers thinking you have the answer to absolutely everything financial and often otherwise. It's partially your own fault because you do such a good job of replying to the questions. So let me join the club of way-out speculators seeking your views on this headline in the Financail Post today:

CRTC expands ruling to allow smaller internet providers access to Bell and Telus fibre networks

Can you put your gage on this throbbing issue and speculate on the financial impact on the two internet service providers?

Many thanks.

Q: Good morning,

Could you comment on DRM's latest quarter and confirm what their EPS is? Thanks in advance.

Q: Can you compare the three and why you would prefer one over the other? And also for a retired income dependant investor how much would you consider to allocate in a portfolio? Tks Larry

Q: I own Nutrien.
Q1 = When is BHP's Jansen potash mine scheduled to come on line? I read late 2026....does that match your sources?
Q2 = More importantly, when will the Jansen mine start-up be expected to impact world supply-demand stock pricing?
Thanks...Steve