Investment Q&A

Q: Good Morning Everyone,

I’ve heard a stat that claims that ~80% of the returns since “liberation day” have come from 10 stocks. (MAG 7, PLTR, ORCL, AVGO)
Is this true? Is this unusual?

May I have 10 each of your favourite CAN and US value stocks to look at please?

Thank you!

Q: What do you make of BNS laying off investment bankers? Time to cash out? Thanks a lot.

Q: The situation ..... A U.S. ETF that pays a rather large dividend . I get an email from them with dividend announcements for every month ..... The ex dividend " and " date of record are the same ...... Hypothetical situation ..... I buy the stock today ...... It goes both ex dividend and date of record tomorrow..... The dividend is paid the following day ..... First question is how they would know I bought the stock in enough time to pay me ? The ex dividend and date of record are the same so I think I'm entitled to the dividend . Am I ? If the ex dividend and date of record are the same day I would think the " settlement date " { whenever that is } would be irrelevant ..... Is it ? The reason I ask is I can collect a rather large dividend and trade myself in and out of the ETF in a short period of time limiting my risk ...... If the settlement date does comes into play { It shouldn't according to their own statements } How long is the settlement date ?

Q: I try to keep 5i’s guidance on when to sell a stock in the back of my mind whenever I am looking at my holdings. Do you feel either of these two meet enough of the criteria to warrant selling? For instance I see commentary that (future) competitive landscape for NTR may have shifted materially with massive new supply entering the market? And notwithstanding recent DSG comments, it feels like something has changed? I appreciate your thoughts.

Q: Can you please comment on earnings yesterday for DSV ? Looks very strong and they are cleaning things up operationally at Porcupine.
The market liked the news.
thanks

Q: Hello Team,

You mentioned earlier that when/if Small Caps go they should "GO".

Can you give you top 3-4 Canadian and top 3-4 US small caps that you think will "GO"!

Thanks.

Q: Thoughts on earnings for each of these companies, each of which are likely to benefit from upcoming increased defense spending. Which one are you most positive on and why. Which are you more bearish on and why? Ratings for each Management 1-10.

Q: Your analysis of recent earnings would be great! I like that the backlog is at a high and am hoping this might be a signal that this will move higher in the next few quarters.

Q: Everyone, ten years ago what would your best five stocks be in Canada? Same question for the US. Are they the same as today? Clayton

Q: Folks...great service....can you suggest 3-4 beaten down Canadian and US stocks that you think are great opportunities for rebounds in the next 6 months?
Thank you.

Q: With most companies now reporting results in the last 3 weeks or so, what would be your top 5 buys in both CAD and US markets? Thanks for your great service.

Q: Csu is down 14 percent in one month.
Would you be comfortable buying a full
position at this price or how would you play it?

Q: If the manufacturing base in the US truly strengthens, and I appreciate many of the announcements are performative, what companies will benefit…infrastructure, robotics, construction etc etc Any specific stocks to recommend?

Q: You used to like this company, would you step in today, wait a while, or pass on it all together. Thx.

Q: Down 10% over last 2 days. Any reason I should know?

Q: Can you explain the relationship between these 2 companies and the significance\impact of results currently released by Healwell. Thanks John

Q: Hi there, your thoughts on AIDX after their results and conference call?

Q: What size position would you initiate a position in CLBT? Thx

Q: Just wandering with this pullback,would this company be a screaming buy, a table pounding buy, back the truck up or just an attractive entry point lol Thanks Greg

Q: Hi 5i,

There seems to be some good pull backs occurring in Lumine, Topicus, CSU and BN. At what point would you add to existing positions and would you have a recommendation on good entry points?

Thank you!