Investment Q&A

Q: Hi 5i team.

I'm currently overweight Suncor, have a full position in Whitecap and less roughly 2/3 position in Freehold Royalties. I'm thinking of lightening up on Suncor and putting the dollars into a USA producers. Would you please list your top three USA domiciled oil and/or gas producers, why you prefer them, whether you would trade Suncor for any of them?

Thanks
Peter

Q: I would appreciate you placing these stocks in order that you would purchase them. Also how many of these would you hold in a portfolio?
Thanks

Dave.

Q: What's up with CPX? I like my utilities to be boring, not bouncing. It leapt up by 7% last Friday, only to drop by more than 6% yesterday and is now down another 3.5% today.

It's done very well in the last year. Is that likely to continue? Would you hold, or trade this one for another utility?

Q: Greetings 5i, could you please provide an analysis of Q1 2025 results? The market seems to like it. Thanks.

Q: I owned CLS in 2000 and unfortunately in 2001 and rode the dot com bust all the way down. What is different, if anything, this time around? My 1/4 position is now a 1/2 position, thank you, but it has gone up too high too fast, and I have a long memory. At these levels is it a buy, hold, or sell? Or is it a keep your finger on the trigger, which is not my preferred buy and hold strategy. How will I know when the tide is turning or turned?

Q: Can you suggest an us etf, where I can park us cash while waiting to invest? Thank you Ruth

Q: DNTL just announced the closing of its previously announced "bought deal" offerings. How will this impact its future? Does this signal an entry point now...or later? Thank you...five ayes!

Q: Merry Christmas to the staff.
i'm 81 just floating until the end of the road,I'm considering adding to my TSFA only for income purposes, PDO , PDI.CAN., and or ZWU which of the 3 you consider the safest bet,Are these US.income funds affected by N.R. tax .

Tnks.

Dan

Q: On December 10 5i recommended UBER to a member seeking a few US industrial. names. First off I thought UBER was in the tech sector but more importantly, it's stock in the past year has risen a paltry 5.5% and has fallen over 10% in the past month. Hardly a robust record during a pretty good year for these sectors. Why the recommendation?

Q: Interesting comments in your latest Market Update about small caps. In addition to any potential upside in 2025, we are close to the possible annual January “bounce”. If you had to pick 5 (ranked) Canadian small caps to take advantage, which 5 equities would you lean towards? Also, is there an ideal ETF that would cover all the small cap basics? (2 questions)
On another note, long time member here who is extremely grateful for the outstanding service you provide. I’ve listened attentively, learned a lot, and have been blessed with some lucrative decisions, always guided by your sage wisdom. For that I offer a heartfelt thank you, and wish all at 5i a wonderful Christmas and another prosperous 2025!
Chris

Q: Hello,

Thoughts on long term durations in Canada? Good entry for XLB?

Thanks.

Q: Dear 5-i:

In answer to a question on Dec 6 concerning Waymo, your reply was that it was a buying opportunity. I bought!! How material is the news today concerning GM. Should I sell and forget the loss.

Thanks, BEN.

Q: I own shares in above company ...2x AAPL shares...stck closed yesterday around $42 opened today at $37...AAPL stock same price as yesterday close...why is the stock down $5 today

Q: Hi,

Your comments on Transcontinental's results ?

Thanks

Q: Judging by the price slide in Uber's stock investor sentiment seems to suggest that earnings will be significantly impacted by the Waymo move. Have analysts adjusted their earnings estimates for next year?
Would you consider the current price a good entry point?
Mike

Q: Your system did not recognize the ticker for Rigetti Computing (RGTI-Q).

This company operates in the Quantum Computing space. It has minimal revenue, big losses, the owner has (I understand) left the company, yet it is getting print and yesterday, after a joint announcement with Quantum Machines, has jumped to >$6.00 - still trading today at huge volumes. all this and a large market cap without support in the numbers? Stock price has risen dramatically in the past month.

Can you provide some insight into the business space this company operates in. Is this company one to watch? Is this space one to watch, and if so which companies should be on the radar (in order of preference please)?

As always, thanks for your advice.

Dave

Q: I only use DLR / DLR.U for Norbert's Gambit, but didn't realize that they pay a distribution until you mentioned some fairly hefty yields in a recent reply.
And sure enough, the TMX website shows yields of 6.7% for DLR and 9.5% for DLR.U, but quarterly distributions of only $0.111 and $0.082 resp., resulting in an annual yield of only ~ 3% (with minor quarterly fluctuations).
Could you please explain this discrepancy?

Q: At current valuations, does Meta have more upside potential than Microsoft?

Q: Palantir stock price is growing by leaps and bounds, do you believe it's overpriced now?

Q: Which one do you prefer for a 3 year hold? Thanks