skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Good morning 5i team,

In a press release, Galaxy announced that its affiliate, Galaxy Asset Management, ("GAM"), reported preliminary assets under management of $6.2 billion as of May 31, 2024. The 9.8% increase in preliminary AUM compared to the prior month was primarily driven by market appreciation partially offset by the continued successful liquidation of assets associated with an ongoing opportunistic mandate. Can you please shed some light on " continued successful liquidation of assets associated with an ongoing opportunistic mandate". How does this 'oppertunistic mandate help/hurt GLXY, if at all.

Thanks as always

Dave
Read Answer Asked by David on June 21, 2024
Q: if I where to sell today stock from my corporate account would it be deemed for taxes sold today or settlement day the 25th?

Thanks !
Read Answer Asked by Denis on June 21, 2024
Q: I am considering starting a position in First National Financial Corp., Canada. It is dealing with mortgage financing with a healthy yield around 6%. Information that I have found indicates 70% ownership by principal owners so that liquidity may not be great. Is this company worth adding to an income focused portfolio? My other financials are Canadian banks, BN, BAM, AD,UN
Read Answer Asked by Maureen on June 21, 2024
Q: Considering starting a new position in CNQ or adding to either BIP or IFC. For a RIF account, long term hold, which one would you choose at todays prices? Could you rank for growth. Thank you.
Read Answer Asked by Gary on June 21, 2024
Q: If you could put money into one of the following, which would it be today ?
LMN HPS.A PRL TVK VHI
Read Answer Asked by Murtie on June 21, 2024
Q: Hello, Looking to take a position in a GIC type investment with the ability to withdraw funds quickly and with no penalty. I came across this fund, wondering your opinion? Do you prefer any other funds that fit this description? Thank you
Read Answer Asked by Cory on June 21, 2024
Q: Good day. Today (June 20, 2024) nvidia stock dropped about 3.5%: however, the Nvidia CDR that we acquire in Canadian dollars dropped almost double this amount. Normally the ADR stock moves pretty much in line with the US stock. Is there any reason for this difference today? I believe I saw something similar a fews days ago with some other stock (or etf?). Thanks again.
Read Answer Asked by Walter on June 21, 2024
Q: Hi, Celestica stock declined sharply, 5.5% in Thursday's trading. Following an afternoon reversal of many high flying semi names, the peripherals also followed suit and lost ground. Do you think, CLS's drop was also simply sector related or it had something to do with company's announcement of upsizing their Bank Credit facility to $1.5 Billion ?

Thank You
Read Answer Asked by rajeev on June 21, 2024
Q: I have held JNJ for years and I am *STILL* holding on , in the [vain] hope that surely management will FINALLY resolve its various self-inflicted legal problems. I have been MISERABLY wrong. JNJ shares continue to decline (drowning is the perception as we focus much more on loss). I was idiot enough to buy into JNJ’s spin off KVUE, on which I have a rather loss in just one year.

Notwithstanding the enthusiasm of media commentators, the health care sector hasn’t done anything outside of a couple of star-companies. Are JNJ and KVUE worth holding on to? I would appreciate very much your substance-backed reasons either way. In your answer, kindly please put less emphasis on the legal issues which are already well known and focus entirely on the future prospects .
Many thanks.

Read Answer Asked by Adam on June 21, 2024
Q: AMD’s share price has been going downwards, a direction opposite to most other major semiconductor companies. AMD’s business model seems sound and its newer chips, expected later this year, are said to be slimmer, more heat-efficient and much faster. Those chips should thus be in higher demand by manufacturers of PCs, and servers. Newer AI-equipped PCs need more powerful semis, and AMD is major supplier. Although AMD’s share price was up significantly in recent years, I have a rather large holding and large loss (down 22% in months-- unusual for semi companies). I read numerous analyst reports, 10Ks , other SEC filings and miscellaneous financial reviews. AMD sounds like a great business , so I wonder what I am missing. Granted, the business’ recent financials were poor , and unexpectedly below expectations. I am undecided whether to add to my position or harvest a tax loss. I am reluctant to sell just for tax reasons. Could be hard to get back in as good , high growth companies tend to run away from you.

1. I would appreciate your insight (substance please).
2. Financial ratios I have seen vary more than usual , surprisingly so, including data in otherwise reliable sources. Please, what do you show for :
Trailing P/E,
Forward P/E,
PEG ratio
3. Are you reasonably confident in AMD’s business model, and demand for its upcoming products-- the company's prospects?
Many thanks.

Read Answer Asked by Adam on June 21, 2024
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!