Investment Q&A

Q: Knowing that you do not cover China, would you consider investment in any Chinese securities at this time ? If so, please indicate stocks of interest.
Thank you.

Q: What is a good entry level for HPS?
Thanks,Terry

Q: May I please have your opinion of Flagship Communities REIT?
Thank you,
Ed

Q: Following these recent QA regarding BN.

Sep30 “ As per the latest annual financials, BN holds a 25.0% interest in Brookfield Asset Management (BAM), a 54.6% interest in Brookfield Renewable Partners (BEP.UN), a 73.9% interest in Brookfield Infrastructure Partners (BIP), and a 34.5% interest in Brookfield Business Partners (BBU)”

Oct01: “Owning the three noted will provide higher income and somewhat similar exposure. But BN will prove the 'private equity' component of its businesses that the others have less of.”

I own BN since BAM-reorg and it did very well this year. If we look at it’s underlying assets : in the last year BAM/BBU did OK but not as much, but both BEP and BIP did poorly. May be a stupid question, why did BN do so well? Market speaking? “private equity” or other assets heavier than we think? Thanks ++

Q: Hi 5i, Could I have a fresh look at PMET as a lithium small cap? I know of 3 analysts with target price over $10, does Bloomberg has a similar average? I’m not convinced this is the right time to buy lithium stocks, but would you prefer LAC? I already own ALB. Thanks as usual.

Q: Can you please rank in order which of the stocks from best to worst you would Recommend today, and are there any that you would Not Recommend at this time (no ranking required)?


TMDX, PLTR, CECO, ASPN, AVAL, LAZR, BIDU, TSLA, VRT, ELMD, NXT, DRX.

Thank you
D&J

Q: Hello 5i Team
Please help me understand that the TSX30 is a list of 30 tsx stocks performance over the past 3 years .The tsx 30 is not an etf that can be bought but can be purchased only as individual stocks.
Thank you.

Q: Hello, I have a small position in these four stocks and I'm up about 10 to 15% with all of them. I'd like to sell one to free up some funds. In which order would you recommend selling if you had to? I realize this is only an opinion and not advice. Thank you!

Q: What are the reasons that make PLTR stocks keep going up? Looks expensive from every metrics. Is the stock a sell now?

Thanks,

Q: Which one of Bn,MFC do you think would provide the best return over the next 3 to 5 years?

Q: Is there a CRA or other government agency limit on cash gifts to adult children living out side of Canada but who has a Canadian bank account to facilitate annual visiting trips home and affairs in Canada?

Q: Greetings. Seeking a TSX traded in Cdn dollars ETF non-hedged that holds as a majority of its portfolio US equities the likes of AMZN AVGO MSFT PALO ALTO NETFLIX GOOG META NVDA or most of them and similars since wishing to sell a variety of these types of equities currently held as hedged CDRs in a registered account. Methinks the CDN dollar is destined for a fall at some point so wishing to remove CDR hedging. Please comment if this doesn't agree with your view aside from the difficulty in predicting currency moves. Thank you for any suggestions.

Q: What happened to Humana ? Thoughts on the future and an investment ? Thx

Q: Hi Peter I have 100 shares of TRP in my RRSP and 60 in my TFSA I did nothing for the spin off and now I see that it has dropped quite a bit. Is it time to get out of this stock, what can I expect to happen now. Thanks

Q: Greetings 51 Team,
Please name two Consumer Cyclical and two Consumer Non-Cyclical companies (all Canadian and not necessarily from any of the 5i portfolios) that you would be comfortable starting a position in today. Looking for growth and income.

Thank you as always.
Steve P

Q: Hi,
As a Canadian investor, looking to buy into OpenAi, could you tell me what ETF’s have OpenAi holdings please? I have tried looking into Ark VX, but it appears I can only access that through “soFi” software. I am open to any suggestions you have.

As always, you’re insight is always much appreciated. Thanks!

Dawn

Q: Hello 5i researchers,

I have been holding ATS for a while and bought it around $55 in a registered account. Yesterday reading your answer to one of our member's questions, you mentioned about "we like ATS' business but it has had some fundamental issues over the last year..." could you please elaborate it a bit more for me to understand what kind of fundamental issues? any other better name or names in the sector to replace ATS that has some fundamental issues? Thanks

Q: My focus is on financial alternative investments. We have positions in BN KKR IBKR [thanks], and are considering adding stocks from indexes/ratings [MSCI/SPGI], other exchanges, asset managers. Please list and rank your highest conviction names. What percentages would you allocate to each [including BN IBKR and KKR]. And, lastly, which ones would you advise, if any, for a full position now.

Q: Good day guys :
Which five Canadian growth stocks would be names to just put away and forget for the next decade .
Thank u
Mark

Q: Hi team,
What's your take in NVDA announcement yesterday regarding the partnership with Accentra. Jensen had also mentioned in his interview that Blackwell chip demand is now "insane". NVDA stock has been essentially flat now since June. Do you see this as a healthy consolidation period with potential to breakout for another leg up? Or a caution sign? What's your prediction for the stock from here in the short to medium term? Is it time to buy more/ hold/ or take caution with a trim? Lately it feels like the NVDA stock run is over...but in my view AI is just getting started.

Thanks,
Shane.