Investment Q&A

Q: Please name your top 4 companies that are into ART. Intelligence A/I. Brief reason for each pick. Take as many credits as necessary. Thanks. Helen

Q: Please comment on 2nd results.

Thank you

Q: Hello
What is your view on Fulgent Genetics? Thanks for your advice.

Q: Is there anywhere on your website that I can create a portfolio and monitor its performance?

Sheldon

Q: Please comment on results, outlook, and the jump in share price. Can it climb higher?

Q: Peter; LGN has traded over 2M shares today- was it block trades - any idea, besides their earnings report, on why this size of trading? Thanks.
Rod

Q: Thoughts on DEFI Q2 earnings and raised guidance and is this a good entry point?

Q: Can you please evaluate the results from GAMB? What was good and what was bad? Why the big sell off? Lastly, buy, sell or hold and why please. I own a small piece of this along with SRAD and GENI and am baffled at its underperformance.

Separately, what do you think of Keystone Financial (key stocks.com) as as supplementary service to 5i? Does coverage overlap dramatically or could it be a nice secondary source of potential growth stocks?

Thanks

Thanks!

Q: Your thoughts on recent earnings and prospects going forward given Canada's infrastructure plans.

Q: I have been reading about "Stablecoins" in recent articles re Crypto. Do you see Stablecoins replacing cash as official currencies around the world? How much , in your estimation, do you see the Genius Act, the bipartisan bill recently passed in congress, will it effect the financial world as we know it?

Q: Good Day team:How did PRL get ranked along with LMN so far down the line for today. I Recently paid 35.50 for PRL based on 5i's high regard for this name. Should I dump it .Looks like it could be headed for it's 52 week low.Your thoughts please .Larry

Q: In January you noted:

We are mixed here. We don't like the leverage and the sector may still be weak under Trump policies (solar).

What's changed since then that made you come around to it and add it to your growth portfolio in July?

Q: Hello, would like to know for total returns of these ETFs (ZWC, ZWU, CNCC, HCAL, ZSP, VCN, VE, XGRO, VEQT, XBAL) which is your favorite in order for each and in which account type is each best suited for. Also please give me your number 1 top pick of all Canadian listed ETFs for each account type.

Thank you

Q: What is your opinion on the new All In One Income ETFs such as HHIS,FFIX and FCIP. I realize that they are all relatively new but do you think they are a good investment at this time?

Q: In response to Terry's question this morning is it BAM or BN that's splitting 3/2 this October?

Thanks David

Q: Post earnings results, would you be comfortable adding TVK shares at current level, Today ?

Thank You

Q: What are your thoughts on Hamiltons new ETF CDAY?

Q: Please rank the following stocks to purchase today for greatest growth potential. Thanks

Q: I am an income investor as I live off the dividend stream I receive. I recently started a small position in BIP.UN. I have a full position in EMA. EMA seems to have had a pretty good run lately and also I believe they have reduced their projected dividend growth rate over the next few years. I am thinking of selling my EMA position and shifting it to BIP.UN as BIP.UN seems to have more upside on unit appreciation, a higher dividend and perhaps a higher dividend growth rate. Thoughts on this potential swap??

Q: Hi 5i,
Although not a full position for me, I've held TOU in what was my RSP and is now my RIF since energy plunged post COVID - my cost base is a touch over $18.00. Between capital appreciation and dividends, I've done well since 2020 and like the name. But I don't want to let sentimental attachment cloud my judgment.
Aside from dividends, TOU has delivered literally nothing since the spring of 2023 when it was, as it is now, trading around $58.00 per share - although those dividends are not to be minimized, now being in the range of 11% or so per annum based on my cost price, not including the special dividends that TOU does pay periodically.
Given these particulars coupled with your view of the next 5 to 10 years of possibly increasing LNG sales which I know some are optimistic about – but which I don’t know to be a certainty - is there reason to hold TOU or would the money be better placed in ENB or another energy related name that pays healthy dividends but also features the possibility of share price appreciation that isn’t based on the hope of LNG sales to Asia?
Thanks for your thoughts,
Peter