Investment Q&A

Q: Hello 5i Team,
Pembina Pipeline issued a press release yesterday in which they announced a new tolling agreement/revenue sharing agreement with shippers which would result in revenue reduction of roughly $90 million dollars per year to the company over the next decade. Today, the stock price barely reacted, which I find puzzling. Am I missing something here, or is $90 million per year not that impactful to the company's prospects??
Your thoughts would be appreciated as always.
Brian

Q: In your opinion how safe is it hold AMD at the current price of this stock?

Do you see a reason to go higher or do you see a reason for the stock price to decrease?

Thank you.

Q: A you are aware ITA is a ETF focusing on the defence and aerospace sector. Is there a canadian ETF that I can buy on the TSX that accomplishes the same thing? As well what are your thoughts on GE. Would you recommend or do you think that it has run up too much and too quickly. Thank you.

Q: Dear Peter et al:

It seems that my earlier question on NBIS was "swallowed' by cyberspace! So, I am posting it again taking your answers to Claus/Gilles on July 24th into consideration.

It popped up to 57+ and then promptly/very quickly dropped down to 50s. What was all that about? It's earnings are going to be released next week? I see on my iTrade analysts recommendations is a SELL! (Research Team and CFRA) But on other sites it is a BUY! (Interactive Brokers).

What is your take on it's earnings? I know you would say that it is a BUY but for aggressive investors and be mindful of position size! (We get to read your answers between the lines!! You don't like price targets. But let me ask for your price target anyway!!

Worth selling some cash secured puts? Any suggestions for Strike price/Exp date for puts?

I have a small position and am in a loss position.(not huge but a loss nevertheless)

Hope this makes it to your queue in a timely fashion.!

Q: With tariffs coming in the very near future do you think that i should reduce my exposure in PNG.I currently have a 5% position and have done very well.
My plan would be to buy back the shares on the dip and reinstate my 5% position.

Thanks for your Reply

Q: GSY has been on a bit of a recovery run lately; is this the stock overcoming past weakness or due to business trends that are favorable for its growth? It has earnings coming up and has done well into them but if they report a higher than expected loss provision then the stock is likely to take a hit after its recent gains.

Any thoughts on what's driving the strength of GSY?

Q: Please rank according to current buy rating. All of these equities are dividend aristocrats with current dividend/distribution higher than 4.5%. Thanks

Q: Any news behind the 5%+ gain on Friday. Stock has slowly gained back some of its losses since reporting a horrible Q4 2024 where management spelled out severe impact of freight recession and loss of market share. I have been patiently waiting for a better price to exit. What would you do ahead of Q2 results?

Q: Please rank the following companies based on expected growth over the next 5 years as well as a risk rating. (10 being the riskiest)

Thank you

Q: Please add TVAL to your list. I have purchased 600 shares.
Would appreciate confirmation that this is a Fixed Income Investment

Q: I have 15k in a savings account at my bank, at a very low interest rate. I'm thinking of putting the savings account funds into ZST and get a total return in the 6% range. This would be in a TFSA account. What are your thoughts, maybe ZST.L or another ETF?

Thanks.

Q: Thoughts on BMNR please.

Q: What is the Bloomberg U.S. Pure Momentum factor index?

Q: Hi 5i
Lidr (AEye) is not in your data base. They just announced the companys flagship lidar system has been integrated into Nvidia's self-driving vehicle-technology platform.
Stock has made a big jump on this news ....
Looking for opinion on this one. Would it hold any interest to 5i going forward.

thx

Q: What are your thoughts? I got it from Fission. Thinking of selling. Do you think it has much upside? Thanks.

Q: CLS earnings are comming up; I am holding onto a decent gain, do you think the recent stock run up is too excessive ahead of earnings? Would you hold / sell all / trim ahead of earnings ?

Q: In an otherwise diversified TFSA - I'm looking at adding a small (aggressive) position - given the current price on some of the above and many recent questions/comments on others - I've come up with some candidates.

Can you give me your thoughts on which one(s) you might choose?

Thanks,

Terry

Q: When I look at what the insiders are doing on a company which is available on some sites, with the stocks they hold, I see:

Sell post exercise?
Exercise?
Sell;
Award?

Which of these should be concerning? Could you please explain the terminology of the ones above with a question mark.
Thank you.

Q: I currently hold half positions in GOOG and AMZN, and both positions show current gains. I also have a full position in GLBE, which is currently underwater. I'd like to consolidate and wonder what to sell and why. Long term hold and taxes not really a consideration. Many thanks

Q: Could we have your opinion on the Canadian Banks please? What would be your top 3 picks?

Thanks