Investment Q&A

Q: hi folks, thoughts on Q results for Versabank, Vbnk/t & q....stock took big hit on last Q results but recent news/developments seem encouraging??....Chris mentioned stock/liked previously in a podcast....have held for awhile....things look better going forward, or time to cut loose & move on....thx as always, jb

Q: Has the decline on USA travel from Canada and other countries, effected the revenue or profit stream of the big Las Vegas companies?..which if any would you prefer?

Q: CL has bounced quite nicely in the last few weeks. Still ok at this price? Where do you see this going, realizing its only an educated guess?

Thanks, Mike

Q: I love value, but if UPS were to be a value trap, how would stock price typically play out over time ?

Is UPS's dividend at risk?

How does UPS compare to others in the sector?

Is there a bull case for this stock, or do the risks weigh it down?

Q: CoreWeave has dropped to $88. At what price do you think it starts to look compelling? Would love to hear your thoughts—thanks!

Q: Considering Figma's current price of $55, I'd like to know if it's still pricey and if the stock has quality attributes. What's a reasonable price range for a buy?

Q: Greetings 5i team, I need to harvest some tax losses and these 4 stocks are my candidates, my question is regarding buy back strategy. (1) I intend to buy back PFE but in my RIF vs CASH account; (2) I intend to buy back both ILMN and BCE; (3) not planning to buy back FSZ; (4) not planning to use proxies for any. Does this make sense or would you do it differently? Thank you.

Q: Hello Folks:
We currently own Microsoft, Navidia and Amazon in the tech. sector. You have confidence in both Google and Navidia.
Would you think it prudent to switch Amazon for Google AND/ OR CSU.
What are your thoughts of holding Google, Navidia and CSU as my three primary tech. investments, or do you have other suggestions.
Thank you for your clear analysis of the markets.
brian

Q: I am presently fully invested and want to raise 30% cash by selling some of my holdings…..My question is, where to invest the cash?? I used to invest in Short term bonds/tbills to preserve cash which roll over monthly but think that this is not the time for that as everything is pointing to lower interest rates! In your opinion would it be wiser to invest in longer term government bond etfs and if so which ones do you prefer? Thank you?

Q: Sep 2 morning,Bam announced joint acquistion of Air Lease.Negative response on both Bam & Bn for 2 days,then turned positive today.Any reasons.?Your opinion on the purchase. Are they buyable,& what are good entry price.Txs for u usual great opinion & services

Q: Which one would you pick today to initiate a position? Was originally seeking additional US exposure. Adding ATD is a canadian stock, but really a global stock. How do you account for this typically?

Q: Payf appears to present a low volatility and a significant dividend... I do not fully understand the structure of this ETF according to its web site, what are the real monthly dividend and your impressions/comments concerning this ETF for a " long term dividend investor", regards, J-Y

Q: I bought NEE in a tax-deferred account because of fast-growing power demands by AI and other technologies (also because you liked it so much). It has been a frustrating business to hold, especially compared to other utilities like DUK and AEP. Did NEE become a victim of the current US admin’s pig-headedness about renewables ? NEE shares worth holding ? Analysts seem torn : several rate it a strong buy but almost as many rate it as hold/sell. Questions posed to different AI engines give responses that are just as conflicted.

What do you think of NEE’s business model and the prospects for share appreciation over the next 3 years vs. its peers? If possible, some in-depth comment would help . Please act as critical umpires who are now fed up (pretend if you must). If you have better ideas (preferably US , UK or Europe) I would welcome your suggestions.

Q: Your thoughts on SSV.V with recent surge in silver?

Q: Sharing this for other investors in AXON, the question on Sep 3 RE: AXON's performance. For me personally, in addition to the points made by 5i I think AXON has a big moat and is quite sticky if you understand policing budgets. Their suite of products really helps police be more efficient and less lethal.

For anyone interested there was an excellent interview with AXON's founder and CEO on Bloomberg Business Daily here: (start at 3:30)

https://podcasts.apple.com/ca/podcast/bloomberg-businessweek/id393107187?i=1000721242388

Q: Hi 5i Team - Could you provide an update on Valeura including your take on its Q2 report. Please include insider ownership and any recent activity, its potential for growth, and anything else you think is significant. I am not sure whether to continue holding (small position) or take profits.
Thanks.

Q: Given Apple stocks recent upward momentum, and friendly chatter about Google in the US courts, where do you think Apple stock might get to for the end of the year?

Q: Do you see a benefit in owning a company, and then an ETF that writes covered calls on that company, such as SHOP and SHPE, or MSTR and MSTE in order to capture upside, and also get an income distribution? Please provide pros and cons, and if both owned, what sort of division - 50/50, 60/40 (asset/ETF) etc. - thanks!

Q: Time to move on. What is a suitable replacement in a well diversified portfolio outside materials? Dividend rate not an issue.

Q: Which international ETF do you like the best for a RESP account ? Money not needed for 10 years.

Thanks