Investment Q&A

Q: Hi, both of these have done well and I need to trim a bit. Which would you trim first, and why? Thank you.

Q: Gentlemen;

Thoughts on the quarter? Does it stay in the penalty box?

Q: I bought half a position in IDEXX about a month ago, they recently had about a 25% pop after their results. Would you be comfortable for me adding to my position here?

Q: Awwking Your views on this today. Buy the dip?

Q: Good morning,

Thoughts on CNQ’s earnings today?

Thanks for the great service.

Q: Thoughts on the quarter? Where does this name sit in ranking of your top Canadian conviction names for a 10 year hold?

Q: Palantir CEO Alex Karp on Monday characterized his company’s performance using a simple rule that has historically boded well for tech stock returns.

Karp said in a release that the company’s score with the “Rule of 40” was a 94%


Rule of 40 says that the sum of the revenue growth rate and the profit margin should be 40% or higher.

Do you use this?

How can an average investor measure & use it?

Can it be used on all stocks [company's]?

Thank you.

Q: Where do I find the “best stock ideas” tab

Q: good morning 5i,
I know that your usual response to selling when capital gains tax is involved is to sell down until you can sleep at night. Well, when I pay taxes I cannot sleep at night? What is the solution? Currently, with Shopify, Nividia, Meta etc, I have very high capital gains. Some are up to 10 or 12 percent of my portfolio. Should I just bite the bullet and sell down to a reasonable holding? or, just sell up through the end of my next tax bracket? I know these are impossible questions to answer. I had a worker going up on my roof the other day and I was surprised to see him having a very lively conversation with himself about how he should or shouldn't place the ladder. At first I thought this odd. But realising the danger of going straight up 30 feet in the air on a bouncy ladder, I thought it maybe not too stupid. Sometimes I feel that these are not the right questions to be asking you, as they are practically impossible to answer. But, maybe we are talking to ourselves like the ladder guy. You always end up having something useful to say, though, none the less.
thanks

Q: What potential reward / risk do you see investing in SOFI? I already own HOOD

Q: What is your opinion about Power Corp

Q: Do you think that AVGO's high valuation is justified by its growth prospects or is it time to get out? Would you switch to QCOM, which is cheap because of the concerns they are about to lose Apple's business, some other stock, or would you hang in with AVGO?

Q: Hi 5i

Is Pimco Dynamic a decent buy at this time? Just looking for income.

Thx
Gerry

Q: Which of Slf or TRp would provide the best return over the next 5 years?

Q: TEAM (Atlassian )dropped quite a bit on Thursday. Earnings seemed ok but president is leaving. Do you think the drop was overdone or warranted?

Thanks, Mike

Q: I’m thinking of selling CLBT and buying a new stock. Do you think it’s prudent to sell or should i hold for long term?

Q: CanI please have your thoughts on BWXT. Is it too late to get in? As well is there an ETF that trades on the TSX that follows Uranium stocks? Thank You.

Q: Bluesky Digital Assets, the small CAD company

Q: Please comment on their latest financials and impact on the dividend going forward.
What is your view on future iron ore demand 1-2 years out.

Thank you

Q: I want to consolidate some small positions. I am interested in best growth opportunity. Can tolerate higher risk. To this end can you help me choose between:

ATS or PNG, ATS or GLXY, PNG or GLXY and finally between GLXY and NVDA:CA

I appreciate your opinion. Thanks.
David