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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: Last year, about this time you listed a number of stocks you thought could do well in the year ahead. The only one of these that I picked up was Savaria, and I’m up about 30%.

I’m now curious about your thoughts on the current valuation, and specifically on the percentage of revenue from US /international and how the cheap CDN dollar will affect SIS revenue.

Thx.
Read Answer Asked by Cameron on January 06, 2025
Q: AXON stock has been quite weak, over past several weeks, going into the close of 2024. The downtrend has continued in January, with a horrible price action, Monday, when stock opened at $605 and quickly lost another $50.

It's 5i's favorite company, and has all the right ingredients for success, AI, security, expectation of larger spending on border/law enforcement by new administration.

Why do you think stock has lost momentum and investors seem to shun the stock and sell at every opportunity ?

Stock has broken down several support levels and after reaching a high of $698, not far ago, is languishing around $550.

What is your current assessment of the Co. and is the stock still worth holding for
investors who bought at higher levels ( $625-$650) ?

Thank You

Read Answer Asked by rajeev on January 06, 2025
Q: I am considering the NASDAQ stock (NDAQ).

It has a consistent record of solid earnings. With the new U.S. Administration easing up on regulations there is the potential of an increase in M&A and IPO activity for the markets this year. If so, NASDAQ could be well positioned.

What would your advice be?

Thank you
Read Answer Asked by kim on January 06, 2025
Q: What would be your preferred Bitcoin stock or ETF to buy in Canada & the USA?

Thank you.
Read Answer Asked by Ross on January 06, 2025
Q: Happy New Year 5i.

I want to add $14000 of Canadian small caps to the two TFSAs in my family. I'm looking at adding two of VHI, ZDC, MDA, and E in equal amounts. Can you rank them in order of preference with a brief explanation? Thanks.
Read Answer Asked by Nicola on January 06, 2025
Q: I am considering ETF’s VFV & VSP.

Could you give me your assessment of these two ETF’s.

Would you prefer U.S. or CDN hedge versions? Would there be any tax considerations for either of them?

Would there be other ETF’s that you prefer other than VFV and VSP?

Thank you
Read Answer Asked by kim on January 06, 2025
Q: I have a full position in CM and am up 58% in a taxable account. With CM tied more to the Canadian economy and with this economy on the verge of recession, would it make sense to take profits in CM, pay the tax and reinvest the money in RY or TD which have a larger stake in the US economy? CM has a larget dividend than RY but a lower one thanTD, although TD is affected by growth restrictions in the US. Or would you just ride CM?
Read Answer Asked by Ken on January 06, 2025
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