Investment Q&A

Q: Bought 1000 shs in April @ $45.00 per share - down 20% or so: hold or sell?

Q: It is my understanding (in general) that the share price of a typical bond ETF will decline in a falling interest rate environment, however what is the expected behaviour of an ETF that invests in US Tresuary TIPS?

Q: I have very limited to zero holdings in Consumer Defensive and Cyclical. Could you explain the difference between Defensive and Cyclical and recommend how best to invest, either individual stocks or ETF.
Many thanks,
Ralph

Q: Happy Halloween 5i!

I’ve had Cellebrite for over a year now and it’s been largely flat floating between 16 and 20 bucks a share.
It seems to have great growth with high gross margins and reoccurring growth from its subscriptions.
However, investors don’t seem to be excited about it, could this be because of the reliance on the public service (high bureaucracy).
Or is it that they are not hugely profitable on a net income basis?
I know you folks like this company and I do too, just can’t figure out its lack of interest and am wondering if my money may work “better” in other stocks. (Though I know the value of patience can be very rewarding in investing so I’m trying to be disciplined!) :)

Can you tell me what the street expects on earnings this coming month?

Thanks folks - I hope you enjoy some Halloween treats with your coffee today!

Q: I would appreciate your perspective on the latest BMY earnings.

Q: I know a lot of questions have been asked about this stock but do you have an ideal entry point for this selloff?

Q: Any thought on this downward trend? Buy hold or sell for a taxloss?Thanks Larry

Q: Please give us your assessment of Doman prospects with respect to tailwinds on housing starts, softwood tariffs and whether it is timely to invest in them. What would a good entry price be?

Grazzia

Q: Why the drop of late? What effect will BhP and their new Jansen potash mine have on NTR valuation? What is your outlook for NTR?

Q: Current thoughts on this company? Thank you

Q: What do you think of the G&M article titled - “Shopify is now bigger than Royal Bank and the precedents aren’t good, says Scotia strategist”

Thx

Q: Hi All at 5i!!
There have been ruminations that Ai is in bubble territory. In case that this is true and we are in for a correction, which 5 Ai producing companies would be likely to weather the downturn the best.

Cheers,

Tamara

Q: Could you list 2 or 3 female led public company's in AI and 2 or 3 female led public startups in AI in Canada & USA?

Thank you.

Q: What type of metrics or tools do you use when finding successful Small cap companies? How does a small cap companies arrive on your radar?

Thank you

Q: Juste a note that Shane was asking if you would endorse a buy based on the drop. Your answer was thorough but did not state what you would advise at todays price:

Q: Hi Team,
Meta took a 15B one time non cash tax hit as a result of trumps “big beautiful bill”. What does this really mean non cash? Why aren’t other companies reporting the same type of hit? Aren’t all companies under the same tax rules? This news seems to be scewing strong operational results and causing a big share price drop. Looks like a buying opportunity to me. Do you agree?

Shane

Q: Can you give me your thoughts on their earnings report and future outlook? Thanks

Q: BMO has a series of ETFs called "BMO SPDR Select Sector Index ETFs". These invest in various sectors of the US market but are domiciled in Canada and trade in $CDN. Therefore no direct currency conversion costs, no US tax exposure. Available in currency-hedged and unhedged versions. Please discuss the overall strategy and logic behind this approach. Are the MERS charged by BMO reasonable for the perceived advantages? Seems to me that intelligent use of these products could eliminate the need for a Canadian investor to maintain a separate $US brokerage account (except perhaps to trade International equities/funds). Additional thoughts/comments about these products would be welcome.

Thank you,
IslandJohn

Q: Bought a small position in Sept. (1000 shs) @ $63.00 per share. Only O&G stock I own based on LNG and ample supply of N.G.

Q: Dear Peter et al:

I am NOT in a Panic mode....yet! Having been a long term subscriber, I KNOW "Time IN the market" is more important than "Timing the market"!
Also know that "pull backs" are NOT Crashes!
I have your favourites in Gold, FNV/AEM/WPM/AGI. ARIS in the Mid tier. Added Silver with Ag/PAAS/CDE. (Down now!) I was going to add your recent pick SVM. But before I could pull the trigger the sudden drop in Gold/Silver happened.

With this in mind, where do you see the new floor for Gold and Silver? 3600/40 respectively? Should one add or wait or sell?
Thanks as always.

Q: Hi, I own the companies mentioned above. Companies on unregistered account have been beaten down, what order would you sell them in or should some be held?

Thank you