Investment Q&A

Q: I just got my semi annual one page share holders report from GDXY .... I'm sure you did as well as I see it in your disclaimer below ..... So I'll just refer to sections and you can reference your copy of the report ....... I thought this was a gold miners ETF ? .... Looking on the left side of the page I see

Security Type - Investments U.S Treasury Securities ....... 64.9%

Cash and Equivalents ...... 31.9%

Purchased Call Options ...... 3.9%

On the right side of the page I see " What did the fund invest in ? " ..... And other than the treasuries and the call options a list of very small negative numbers ......

So in my best Wendy's advertising voice { where's the beef } .....Where's the gold ? ..... And what do those negative numbers mean ? ....... This fund appears to be 96% treasuries and cash . How the heck do they come up with a yield of 43% ? It looks to me like there is very little option trading going on ..... Please explain how this works ...... { in words an idiot can understand because that would be me } ...... Thanks for your terrific service ......

Q: Using wisdom from 5i I like to think I have a good policy of dealing with winners- which I've had many being a long time subscriber, as they get to 10% of my portfolio I trim back to 5-7%, this system has worked very well. I struggle with handling loosers, which are few and far between I must say, I'm down 15% and appears that loss will get bigger today on BKSY. I realize every company is a different situation and have often read " often the best thing to do is nothing", curious how staff at 5i handle loosers, get out at 25% down or ?

Q: Hi, can you please give me your thoughts on the earnings and future outlook.

Q: Seemingly poor results from BSKY today. Unexpected? Please update your views on this company and note any changes since the last company specific answer below. Is it a buy, sell or hold and if a buy, at what price?

The sector has seen some fairly aggressive profit-taking and that is partly to blame. BKSY shareholders are also adjusting to the fairly large recent convertible financing. But the outlook really has not changed, is still quite positive in terms of growth expectations, and we would still be comfortable buying. But it is a risky small cap company still, so we would size a position accordingly.

Q: LYB has a pretty high divi but Results of late seem challenged.

In the hi 40s is this a good investment based on historical share price levels or would I just be gambling on a cyclical likely to continue to decline in price with the potential of a divi cut?

Q: Hello everyone,

FICO is down 32% year-to-date, and looks like a falling knife.

Although it still looks pricey, I was wondering, if there is a buying price range you would start to nibble on FICO stock? Waiting is also an option :).

Cheers.

Peter

Q: Hi 5i Team,
Pls comment on Catalyst Pharmaceuticals quarter earning and this company going forward.
Thanks .

Q: Hi Team,

This new offering from Strategy came on my radar and I'm wondering if it's on any of yours at all? If we take the company at it's word that it will pay the 9%-10% dividend and keep the share price consistent, it seems like a good option for short term cash or just a place for a probable good rate of return (though they have stated the dividend can be adjusted higher or lower based on demand for the product --> very high demand=lower dividend rate and vice versa). I'm wondering what your thoughts are on this product and also more broadly the tax implications for US dividends for a Canadian investor in this situation.

Thanks very much

Q: Good morning, please comment on the latest Q from CELH. Thanks

Q: My son currently has Meta (META), Nebius (NBIS), Amazon (AMZN), and EIF Corp (EIF) in his TFSA, plus an ETF (ZSP) for some diversity. It’s a small portfolio but he really wanted to hold some individual stocks and not just ETFs. Would you be comfortable adding Nvidia (NVDA) and Axon (AXON) at current prices? They are two of my favorite stocks in my non-registered account but I know the prices have really run up. Would you have any better suggestions? Thanks.

Q: Could you comment on the Q2, also do you feel the growth rate of Savaria is enough for share holders... is growth enough to drive share price higher?

Q: Hi 5i,

Currently own both LLY & ISRG. They have become a smaller percentage of my portfolio over the past year and I am currently looking to consolidate by selling one to purchase the other.

From the perspective of a 5+ year hold, which stock do you believe to have the greatest growth potential from here?

Thank you.

Greg C.

Q: Hi Would you initiate a new position in Nvidia now? This would be for a hold for a minimum of three years. thanks.

Q: Hubby and I are getting close to retirement. Would you be comfortable with your entire portfolio at Questrade? Or WeathSimple? The free trading is really attractive. Or would you suggest having some at a brokerage at one of the big banks, for more security? Thanks.

Q: Thoughts on HIMS moving forward ? Are you still as bullish as before ?

Thanks

Q: What is your take on q2 and did they beat expectations? I have owned shares for a long time and they appear to be a pretty good operator. What is your take? I’m don’t have a large reit allocation currently given industry headwinds but I may add if continues to drift and if operational performance continues. Thanks

Q: Could you report on the Q release. What numbers do you feel are most important for evaluating KXS ?
Are you comfortable holding a full position after viewing KXS 2nd Q?

Q: Can you comment on earnings. Seemed generally ok but some slight misses compared to expected. Don’t understand the big drop on Wednesday.

Q: GSY vs PRL since both companies reported same day, could you compare salient numbers from their Q reports?

Q: Hi 5i, pls opine on their earnings, guidance, and is it still a fav? Thx.