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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: Bit confused on WELL. In one response, it says it was a solid quarter with no negative comments. Management re-iterated guidance. In another response, issues raised about debt etc and it's rated a hold. Stock shot up in the morning and then gradually declined into a loss. Can you ofer an explanation on what's happening with WELL. Was the quarter encouraging or not.
Read Answer Asked on May 14, 2025
Q: Do you recommended QCOM as a good stock to own for long term dividend growth? Are you concerned about Apple and other cellphone manufacturers moving away from QCOM technology? I already own TXN and AVGO - is QCOM sufficiently different to hold as well?
Read Answer Asked by David on May 14, 2025
Q: Hi 5i Team - Do you have confidence that the management team can execute on their plans. We have held this stock for some time based on their potential but it doesn't seem to realize this potential. It's performance has been disappointing so am wondering what it would take to get discouraged investors interested again. What are the insider holdings and has there been any recent buying or selling by them. If you think it best to wait until after it reports
tomorrow before answering that's fine. I am considering selling all our shares and using the money elsewhere but want to consider all the factors. Thanks.
Read Answer Asked by Rob on May 14, 2025
Q: Everyone, three months have passed since I asked this same question, so what are the three issues that you are worrying about today? Clayton
Read Answer Asked by Clayton on May 14, 2025
Q: Hi Team,

Can you please compare the valuation to it's peers and comment on its long term outlook?

Thank you
Read Answer Asked by Keith on May 14, 2025
Q: Hi, I'm considering adding a Canadian bank. I only hold TD. Which bank would you consider to be the best to add at this time for a longtime core holding? I'm thinking of doing a quarter position at this time and build that position over time. Also I started a quarter position in ATD recently and I'm watching it at the moment. Would you consider ATD to be fairly safe at these levels and an attractive stock to increase that position at the current price or wait to see if it's still in the bottoming process. Thank you as always for your expert advice!
Read Answer Asked by Harry on May 14, 2025
Q: Do you consider HYLD as a reasonably safe place to store cash in my normally growth orientated TFSA while I decide on a growth stock I want to invest in long term? (The high yield is very tempting).
Thank you.
David
Read Answer Asked by David on May 14, 2025
Q: Can you tell me about ownership of the currently bought bitcoin? To whom it belongs in rough proportion? Institutions, individual investors ,foreign and domestic banks?
Thank you
Miroslaw
Read Answer Asked by Miroslaw on May 14, 2025
Q: Hi, just wondering if you had a chance to listen to the AGM of these companies this morning. I listened to it and they discussed a whole range of topics. They're all down 2-4% today. I'm assuming investors have some concerns of rising competition, ease of capital deployment, M&A opportunities, lowering hurdle rates, etc. Any concerns or thoughts going forward and do you see them continuing to outperform over the long term? These are long term holds for me. CSU is my largest holding at 5.8%, followed by LMN at 5.2% and TOI at 2.2%. Do these allocations look reasonable or should I balance them all out more evenly? Thank you!
Read Answer Asked by Keith on May 14, 2025
Q: I'm looking to add a clear energy company and utility to my portfolio. I'm looking for compounding growth and open to Canada and the US. Please rank the following: Fortis, Emera, Canadian Power Corp and GE Vernova Inc. Also, if GE Vernova is an option, is there a prefered between the Canadian or US corps as I see listed on both.
Read Answer Asked by Gerry on May 14, 2025
Q: HI,
I dont have any credits and if you can assist in answering the question would appreciate it. Is CSU, LMN, and TOI still buys at today's prices . At this point, Is Knight worth holding? Thanks for your service
Read Answer Asked by umedali on May 14, 2025
Q: Good Morning,

Do you have more confidence in VHI or WELL for a three-year hold? If purchasing today, in what order would your preference be, including LLY? Thank you.
Read Answer Asked by Bradley on May 14, 2025
Q: Hi, looking at a couple of stocks that have had a good run. TVK comes to mind, I now have about a 7%+ position and doubled my money on this stock (thanks for your good work). I know it’s a personal preference but I’m unsure, part of me says let it run, another says sell at least 25% .
Do you have a set rule that you use with higher growth stock? And of course if I sell I have to find something else, or preserve my capital. (A good problem to have).
Read Answer Asked by Brad on May 14, 2025
Q: Hi there, often times the 4% rule is used as a foundation for retirement planning. I believe the original study used US equities and US bonds as the funds to develop the 4% withdrawal rule. Obviously no one has a crystal ball, but what would be your opinion on using as international equity ETF with the 4% rule rather than a US fund such as VFV? If you were make an educated guess, do you believe using funds such as XEQT/VEXT and VAB/XBB instead of US funds would yield similar results as the 4% study over the longterm going forward?
Read Answer Asked by Michael on May 14, 2025
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