Q: when will the Feb 2026 coverage update be available and would it be possible to add a market cap column?
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: Greetings 5i, your analysis and opinion on this company and its future prospects please. What are the major positives, if any, and major risks? Is it worth holding? Thank you.
-
United Therapeutics Corporation (UTHR $538.91)
-
The Ensign Group Inc. (ENSG $210.10)
-
MP Materials Corp. (MP $61.21)
-
Weatherford International plc (WFRD $90.51)
-
DT Midstream Inc. (DTM $139.51)
Q: Seeking to diversify away from Industrials and Tech stocks in my TFSA, as well as too much CAD. I have followed the mantra of putting primarily small to medium cap stocks in it. What would you be your favorite growth stock in order of preference (top 5) that would be purchased in the next week or so?
Q: Do you have an updated view on CRDO? Thoughts on last quarter? Is it a buy on this pullback? If it’s a buy is it a good long term investment or how would you categorize?
Q: MDA announced that it will issue a new IPO. Wouldn't that dilute the share price? What is your opinion?
Thanks
Thanks
Q: Why is Stryker down sharply today.? Do you still like it?
Q: Any news which would sink CSU 5% today? NBIS/NVDA deal? Thanks.
Q: Can you help me understand why one would hold a company like Amazon with a 10% return in the last 12 months and 40% increase in the last 5 years compared to an ETF like VOO with a 20% return in the last 12 months and 73% increase in the last 5 years?
Where I struggle is, why take on the added risk of holding an individual stock compared to a diversified ETF? Clearly it’s shown to out perform the individual stock.
I understand holding both are likely ideal, but can you provide a reason to not sell Amazon and add to VOO? Thank you
Where I struggle is, why take on the added risk of holding an individual stock compared to a diversified ETF? Clearly it’s shown to out perform the individual stock.
I understand holding both are likely ideal, but can you provide a reason to not sell Amazon and add to VOO? Thank you
Q: How big of a deal is this announcement with NVDA?? How does this improve NBIS future fundamentals?
Q: Best TFSA stocks with very high risk tolerance
Q: Could you translate your answer to JR on GSY from " business speak " to " plain english " for me ? Specifically define what a " Charge off " is ? .....What the charge off was ? Why it is significant ? { the 14% number } .... Why are they expected to decline in 2027 ? ..... What a " breach of covenants " is ? And what are the breach of covenants are in GSY's case ? And why is this significant ? And what the the statement " it has signed agreements " to provide relief means ? ........ And what all this has to do with Lendcare ? .....Thanks for your terrific service ....
{ On the upside . thank you for your previous answer to me regarding position size . By cutting my position in half this has been a lot less painful } ...
{ On the upside . thank you for your previous answer to me regarding position size . By cutting my position in half this has been a lot less painful } ...
Q: This ETF ( a mix of single stock covered call etfs + modest leverage + reasonable fees) , seems to shows an impressive performance since its share issuance last year ,would you consider it as a core long term holding ?
Q: Thanks for your comments today on GSY. Just a further concern.
We are seeing these negative events happening now. What happens to GSY's business if we go even deeper into an economic downturn ? One could argue that the economy isn't currently great now, however we've seen it get way worse in the past. GSY was down about 76% from highs (worst case) in the past. Since the Sep. '25 highs, we're closing in on that point here. Your comments on that scenario ?
We are seeing these negative events happening now. What happens to GSY's business if we go even deeper into an economic downturn ? One could argue that the economy isn't currently great now, however we've seen it get way worse in the past. GSY was down about 76% from highs (worst case) in the past. Since the Sep. '25 highs, we're closing in on that point here. Your comments on that scenario ?
Q: Greetings 5i, would you add to an existing position in TFI International or start a new position in Canadian National Railway? Would doing both provide good diversification in transports or would you look at something else? ? Thank you.
Q: I need to hold cash for 1 yr (HSAV is interesting but it needs to avoid a significant premium vs NAV + yield is quite modest...) .Could you suggest 3 stocks + 3 ETFs with dividends and with a very favorable entry price at the present time,that would meet this objective and would offer "acceptable stability" in this volatile world politico- economic environment ? Hoping that this is not an "impossible question " to answer !
Q: hello 5i:
I've held CRM for a number of years and have a good gain on it, albeit nowhere near what it was. I am content with the amount of tech in the portfolio overall, but am a little light on consumer.
The question, realizing that SHOP is not purely a tech play: do you see SHOP as having a better return forecast than CRM? Can you elaborate?
thanks
Paul L
I've held CRM for a number of years and have a good gain on it, albeit nowhere near what it was. I am content with the amount of tech in the portfolio overall, but am a little light on consumer.
The question, realizing that SHOP is not purely a tech play: do you see SHOP as having a better return forecast than CRM? Can you elaborate?
thanks
Paul L
Q: Sold GSY at 85 this morning. What do you think about PRL at 19? is this an industry problem as well as a GSY specific issue in your view?
Q: Given the decline in GSY today would you be being PRL today? It seems to me as if PRL is declining further due to the GSY news today.
Q: What are your thoughts on E.TO during this macro environment. Business is set to spend less and looking to generate income this fiscal year. Thank you.
Q: Thoughts on this stock? Looks like the management team is really good. What do you think of balance sheet, growth, valuation etc. Would you buy?