Investment Q&A

Q: Stock has been experiencing a steady drop in valuation, would you be able to provide any insight?
Really appreciate all your great advice. Ted.

Q: On Oct 22, concerning ELV's quarterly results, you said, "a key issue was the 'timing mismatch' between Medicaid reimbursement rates and the higher healthcare needs of members" - an issue linked to post-COVID resumption of full-service healthcare.

But isn't this a case of 'one-off' cyclicality in an industry which was assumed to be secular? In which case, doesn't ELV become mis-priced as reimbursements and higher needs fall back into balance?

Finally, to operationalize this strategy, would it be preferable to seek-out the most beaten-down health insurer (perhaps you have suggestions), or to pick something like IHF (ditto)?

Q: Your recent market report suggested US small caps May out perform during the next few years. Can you recommend a couple of ETFs that trade in Cdn $

Q: I have seen some people recommanding AMD over the last week. With ATH at 227 and now 127, its a big correction and probably some tax loss harvesting. Can you explain the drop in share price?

Stock looks cheaper than Nvidia, but its not really cheaper either at 38x eps and still trading higher than its 10 years average.

Would you consider to start a long term position at this level?

What would be an attrative price?

Q: In your reply to Brad, who asked for your views on CVS, you said: The issues are very very high debt (15X cash flow!!!) and low growth. You also said: We might be willing to await a turnaround here if it was not for the giant debt level.

And yet:

Argus Research rates CVS a buy with a Medium Financial Strength rating.

Morningstar has a 5-star US$93 fair value rating on the stock.

There are 13 analysts with a buy rating, 4 with a hold rating, none with a sell rating and a $67.5 average target price.

CVS was one of Lorne Steinberg's top picks on Market Call today.

And on TD Webroker's Peer/Industry Comparison screen, CVS has a debt to capital ratio of 46.5% compared to 50.5% for the industry. How is this a giant debt level?

Could you recheck your numbers on CVS and see if you still come to the same giant debt level conclusion? Does your negative view of the stock take into account its depressed price at only 0.9 times book?

Q: Could you comment on earnings. Revenues and other numbers are up sequenceally but not up versus same q 2023... is this concerning?
Buy sell or hold?

Q: In your opinion, is mdb a buy, sell or hold?

Q: I see a few people asking about when to buy CSU. As you said, historically speaking, there has never really been a bad time to buy this stock.

Each year, I max out my TFSA contribution in January and I buy as much CSU stock as I can (started buying at $600/share). I started doing that years ago based on your recommendation and it's one of my biggest gains. I'm up massively and I never think once about what the price is when I submit my buy order.

There aren't many stocks like that in my portfolio but I stand by CSU.

Robert

Q: Is the purchase announced positive for fru and a buy at current price?

Q: Hello, last question on bond ETFs: for diversification purposes, having in my RSP individual canadian bonds, it might be interesting to invest in VGAB or VBU for additional money in fixed income products. For a long term investment, which ETF is preferable for the next few years: VGAB or VBU (given the interest rate context, etc.)? Thanks.

Q: Please explain the drop in TOL stock price when all the metrics look are looking good (as far as I can tell).

Does profit taking explain a 5% drop? What would be the logic in selling the stock of a company that has tailwind ?

Finally, if systematic, would a good contrarian strategy to buy those dips?

Thank you very much, especially for your patience with member's layman questions.

Merry christmas to all hard working staff at 5i Research

Q: Hi, what would your thoughts be on swapping ATD for DOL? Long term holder. Thanks

Q: EGLX an obvious disappointment. Are there other favoured e-sports, gaming streamers out there anywhere? Shifting my Comms allocation away from Cdn telcos to more positive prospects apart from GOOG and TMUS.

Q: Based on the information in the market at what level would u recommend a disposition of ere.un to move forward if not interested in owning the resulting entity after divid payment? What is likely to be the final value to current shareholders?

Are there any reits u feel particularly positive on to deploy resulting funds into for 2025 and if not yr favoured sector to deploy funds into in 2025?

Generally reit performance has been anemic this year n not certain if this will change in 2025.

I

Q: Hi,
I'm wondering if you can shed any light on why VRT's price has become more volatile lately - any geopolitical concerns, or maybe new competition? It has been a bit surprising lately.
Many thanks for all your great input!

Q: Tesla or Magna if just one for the consumer discretionary sector?

Thx

Q: Hello

We own all these names with decent weights.

With a good comfort zone with position size, what would be a decent price level to add ?

Thank You

Q: Can I ask for an updated view of RCG. Any upside?

Q: What are your favorite ETFs in Utilities sector? In the US and Canada. Also in Europe.
(I have a small position in VPU. Not sure if it meets your approval)
Want to structure an asymmetric barbell, just in case there's more
than expected pullback!
Many thanks in advance.

Q: Kraken just announced results about a month ago and corrected on what was considered a miss on results. It has since recovered nicely and last few days have been very good to share price growth and with I think good volume.
Any news or explanation to account for this?
Thanks John