Investment Q&A

Q: Good morning,

I'm currently constructing my non registered account.

I have a half position in WSP. I've refreshed myself on 5i's report.

Could you please give me a good target for rounding out to a full position.

This will be long term core holding but I do feel it's a hair stretched at the moment. A best buy price or range and where you believe the best value is.

Thank you.

Q: Please comment on the current offering. The market does not seem to like it at all. thanks

Q: What company do you expect would do better from a pure growth perspective in the short term and long term?

Q: Hi Peter, looking for a suggestion of where to park $400k (from a house sale) for the next 1 year. Besides GICs and Cash ETFs is there a slightly higher risk play you would consider at this time if it was your own money ? Thank you, Paul

Q: Dear 5i
If a stock is considered to be say 30% above what an analyst considers to be its fair market value but at the same time has an estimated earnings growth rate for the next year of 30-40%, would you consider this stock to be investible ? Assume good fundamentals . I would liken this scenario to a stock having a high P/E ratio ie expensive but has strong earnings growth forecast . Is that how you would see it as well ?
Also are there any Canadian crypto exchanges that you would recommend or would you suggest staying with an American exchange ?
Thanks
Bill C

Q: What are your thoughts on SERV? I notice that income is low, but insider and institutional holders are fairly high and they have a recent deal with Uber. Still can't quite get my head around this one and would appreciate any insight that you may have. Thanks.

Q: Hello 5i
Could I have your assessment of Rubrik after its huge run up in price?
Thank you
Dave

Q: Your take on earnings and future prospect for Frequency Electronics (FEIM), a small cap specialty manufacturer of quantum solutions including atomic clocks, GPS timing systems, etc. would be appreciated.

Q: Where can I get value and risk metrics (like Sharpe ratios) at a reasonable price? I currently only have a free Koyfin account.

Q: I am thinking about selling my TD shares and replacing them with another Canadian bank or financial services company. Do you thinking selling TD is a good idea or should I hold on and wait for a rebound? If I sell what would be your first choice of a Canadian bank or financial serviices company? Looking for growth, yield and stability for total return for a 5 year hold.

Q: Are there US withholding taxes associated with the ETF's that are offered by Vanguard Canada (or any other Canadian ETF issuer) that pay a USD distribution??
Thanks

Q: With Bank of Canada cutting interest rates and oil up, why would pipelines be lower? Shouldn't this also be good for telcos/pipelines/reits or are institutions positioning themselves in cyclicals for new a economic cycle so these rate dependent areas areas are under pressure. I have noticed Pembina was doing well but has been consistently down for many days. Thank you!

Q: Since Milei was elected in Argentina a year ago, there has been some economic revival. Is Argentina now an attractive investment?

Q: What do you see for potential in mdna? Biotechnology companies in canada are slim. It's this a company to own as part of a biotechnology basket?

Q: Can I please have your view of Genie? (GNE:US)
Thanks in advance.

Q: Could you please rank the banks after the latest earnings. CM and BMO looks to be the best over the last year.

Thx

Q: are there any companies that will financially benefit from real estate foreclosures ? thanks

Q: So the new combined company will be Amcor? What do you make of the new combined company moving forward, I am so confused about this one because there was also a spinoff with Magnera being created. As always thanks for your help with your amazing analysis.

Q: What was popping CLS on Friday ?

Thx

Q: Peter et al:
An opinion please on this one with the following points in mind. We all know the sector has lagged, but CVE has a lot of people putting it in the enigma pew. Quality inventory, 71% heavy, diversified with three refineries, fair dividend, BS ok and yet it goes no where. Sentiment is definitely against these guys. G&M article Dec 3, Brian Donovan " The intrinsic value of Canadian oil stocks and what Trump's proposed tariff would mean for them", ends by picking CVE as the one their models show upside for . Eric Nuttall on Nov 21 said that it was one of his worst calls in 2024 picking this instead of Suncor. I await your detailed reply, and I thank you by not asking questions with 30 companies like some. I do my own ground work.
All the best,
Ben.