Investment Q&A

Q: Hi,
Once again, NVDA is in the news - for Huang Jensen's comment today that sales of their Blackwell chips "is insane" and also for the fact that Mark A Stevens sold just over 200 thousand shares at the end of Sept. Jensen himself has also been a seller, however I see that he still holds some 800+ million shares, and Stevens retains 38 million post Sept sales. These insider sales make news, but how worried should we be when we see this sort of volume? Logic tells me that Stevens' amounts to around 1/2 a percent of what he owns, Jensen's recent sale is about .001 of his total. Would you just ignore the insider sales and focus on the high interest generated by the Blackwell chips?
As always, you're clear headed thinking is appreciated - thanks!
Dawn

Q: I have considerable difficulty justifying TDOC’s fall from around $300 to present day levels of about $9, after a further low, in the absence of malfeasance, some sort of conceptual shortfall or some other equally catastrophic event. While I also disagree with much of what Warren Buffet says the exception is his dictate “know your company”, as each commitment of your “hard earned” funds is a commitment in that particular company. While that achievement may take a while it is essential.

On this side of the border we have WELL which is involved in a similar industry, and for want of a better description continues to disappoint after a significant (four year) gestation period during which it should have found its feet, which I suggest indicates an undeclared conceptual difficulty which was either not anticipated or whose execution has taken much longer than anticipated to adjust to and accommodate.

Your observations and prospects for WELL would be appreciated along if possible with some indication of TDOC fortunes. I look forward to your response.

Q: I always hear that we should not hold more than 5% or max 12% on any given stocks. So why would PAY hold one company that is the majority of their income. If that is the case would 5i management would be comfortable buying any of their stocks.
My question does any of the Growth, Balanced or Income portfolio stocks holds where above 50% of their income comes from one source. If yes please share the company name since I usually buy from that portfolio. I don’t want to see another company collapse if they lose that contract or they don’t renew.

Thanks for the great service

Q: I believe that the traditional "weight loss advisory" firms will recover especially once some of the attendant health risks from such drugs as Ozempic become better known. Does this theory resonate with you and, if so, which Weight Watcher-type firms do you like?
Best regards,
David

Q: COULD I HAVE YOUR COMENTS PLEASE? MOMENTUM SEEMS STRONG, AND LOOKS GOOD ON PAPER.

Q: Hi Team - for my RRSP I have cash for a full position, or 2 partials, and based on portfolio analyzer I am under weight on Utilities and Consumer Defensive. Are conditions decent to enter those areas now, and what would be your top 3 in each area. Bonus points for options that increase global exposure since I’m also needed some international exposure.

Q: Hi 5i Team - I am trying to develop a plan of action over the next couple of weeks regarding Payfare: Sell outright, Hold, or Add at around the 2 dollar mark. Your answers to the following questions will help.
Is there some way of finding out how much of their revenue comes from Doordash.
Do they have significant relationships with Uber and Lyft.
What other companies do they do business with.
How strong is their management team to guide them through this downturn.
What are insider holdings and has there been much activity in the past six months.
Are their cash and cash equivalents holdings approximately $100 million.
Could you comment on their recently announced strategic review process. Is this a positive sign.
Thank you.

Q: Peter; Would you add to NET at these levels? Thanks.
Rod

Q: Good morning - I logged into my BMO IL account today and I still have not received the SOBO shares from the TC spin out arrangement. I believe that all holders of TC should have received the shares on October 1, 2024 which was two days ago. I called BMO IL and the agent I spoke with could not tell me when I would receive the SOBO shares. Would you know why this is the case and if any other brokerages are having the same delay? Clearly the shares are trading on the TSX so some investors must have their shares. Thank you.

Q: Good day, 5i - I am interested in investing in graphite and graphene. Is there an ETF or Mutual Fund that you can recommend? Also, I would like to have any separate stock recommendations that you feel have high potential. Thank you, I appreciate you service very much.

Q: Will the dividends for SOBO be eligible for the Canadian dividend tax credit? Thanks!

Q: I hold shares of Jacobs Solutions Inc. (J). My online broker informed me that for each share of Jacobs Solutions Inc. I own, I will receive one share of Amentum (AMTM). What should we do with these new Amentum shares? What is the outlook for Amentum compared to Jacobs Solutions? Thank you for your help

Q: I am looking for income with some potential for capital appreciation. What are your thoughts on Freehold Royalties?

Thank you

Q: What hedged in $CDN ETF would you recommend to replace TINF? Would you consider CIF or ZGI?

Q: What are you thoughts about the class action lawsuit against LULU? Can you give an assessment of the management, how significant the allegations are if true, and in your experience whether more negative findings will come to light?

Q: I am a bit concerned about TFI price action recently - its down over 15% from high- and barely positive on the year. Any insight on this and is it a falling knife or a buying opp??

Q: What is your opinion of Zoomd Technologies as a high risk/high reward part of a small cap portfolio?

Q: Can I have your opinion on this company. It seems to keep going up every day.

What would be a good entry point if there is a pullback in the market?

Q: Hello,

Can you please comment on the recent performance of the stock. It's current performance is quite a bit lower than analyst ratings.

Looking forward to your comments.

Q: DRX has announced great profits, new contracts and the buyback which happened after the last quarter. Negatives could be upcoming US elections, the buyback being treated as Insider selling and the deferral of revenues from this quarter to the next. There seems to be no retail support for this stock, or retail support is not sufficient to offset the institutional selling. What would be the steps that management needs to take to stop the bleeding on this stock as it has been in a down draft since the high of $20.8?