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Investment Q&A

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

Q: What are your thoughts on VEEV recent earning? I have less than 1% in VEEV and have become frustrated with it after 3 years. Who is the leader in this sector? Who do they compete with? What kind of prospect do they have? Add, hold or sell?

Thanks
Read Answer Asked by Lin on December 16, 2024
Q: With new funds, looking to allocate for growth - but bearing in mind risk.
Which ones would you focus on [what's their "add"], with your expectations over 3+ years, and entry prices.
Thanks
Read Answer Asked by sam on December 16, 2024
Q: For a three year or longer time frame I intend to buy two of these stocks: SYK, ISRG, UBER or AMZN. Which two would you pick and please give your reasons.

Merry Christmas to all your staff
Elliott
Read Answer Asked by Elliott on December 16, 2024
Q: I read this morning in the G&M there’s a push by consumer advocates for government legislation to be broadened to include restricting highly profitable credit insurance charges by alternative lenders. To what extent is even the threat of this a headwind for Goeasy and Propel? As as second question, should this restriction find its way into legislation, to what extent would this impact Goeasy and Propel?
Read Answer Asked by Warren on December 16, 2024
Q: BCE is so hated right now, it's trading like it's doomed if the dividend doesn't cut substantially. Dividend is now yielding 11%. Is this the next AQN or do they have a chance to turn things around with divesting TSN, laying off more people, etc? Was the Ziply purchase too high? Is the Air Canada Wifi deal a bad one or even move the needle? Is the Palo Alto partnership also bad? Seems like every news story coming out just drives the price down. I never want to catch a falling knife, but is the story really as bad as it looks right now and could this be a good opportunity to actually get in low with a high yield? Even if they cut it in half it would still be a great yield at this point. Maybe I'm blind, but I'm seeing more upside to this than downside at this point.
Read Answer Asked by Scott on December 16, 2024
Q: Seasons Greetings to all at 5i, and fellow members as well!

Our Real Estate holdings include DIR.UN, FSV (thank you 5i for this stellar pick!), and XLRE. Portfolio Analytics indicates that we should increase weighting. I was considering adding to DIR.UN, or starting a new position in CHP.UN. If this was your portfolio, what would you do, or is there even a better opportunity? Thanks as always.
Read Answer Asked by Jerry on December 16, 2024
Q: AXON stock has taken a breather after reaching a high of $690, recently.

There have been some analysts' upgrades ( Price target as high as $800 ) and renewed enthusiasm in this Co., in light of the reports that the new incoming US administration will be focused on more spending on protecting US borders and law enforcement.

AXON stock's addition to Nasdaq 100 Index ( Dec 23 ) was also confirmed, this morning.

Many companies involved in production of military grade drones have also seen their stocks flirting with new highs, after reported sighting of drones in some parts of US and its defense bases.

All of above bodes well, I believe, for AXON Enterprises, being a pioneer in some of the most modern technologies and innovation to support the growing security needs of the Governments. Do you suspect that there could be a meaningful impact of possible US tariffs and competition from its larger US competitors?

How do you see the company's growth trajectory and its capability to justify its high valuation (per your recent comments)? The volatility of this stock was in full display, in Monday's trading when, after reports of Nasdaq 100 inclusion, some investors took profit and stock traded as low as $603, after opening much higher.

We recently initiated a position and after some addition, today have a 1.5%, weight ( ACB $635 ). Would you be comfortable adding on dips like today for long term, as a core holding ?

Thank You
Read Answer Asked by rajeev on December 16, 2024
Q: Hi,

I have speculative positions in SOUN and SMCI. Both of them are raising capital and SMCI has been dropped from Nasdaq100 as well. I would like your opinion on this capital raise and the companies in general; independent of my view.

I think SOUN stock price is being pumped and it would be prudent to exit the position and wait for share dilution to happen before entering again.

As far as SMCI is concerned, I think that the company is trying to come clean and start afresh. Even then I am a little suspicious. I also think that the exit from Nasdaq100 had been priced in and should not contribute further to the slide. And that they are raising capital is indicative of a strong order book. It is a matter of establishing credibility and feel it would be rewarding to give them a chance..

How would you deal with these two? Buy or Sell? Since these are speculative positions it is not just a Hold into the year end rally (hopeful).

Regards

Rajiv
Read Answer Asked by Rajiv on December 16, 2024
Q: I’m have some non registered stock investments that have capital gains. I was looking to make a donation to a charity using these to offset a tax on gains, as opposed to simply donating cash from cash flow. Is there anything to stop me from simply donating my stocks and then simply buying them back again, essentially to erase my tax burden?
Read Answer Asked by Peter on December 16, 2024
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