Investment Q&A

Q: What are likely to be the most durable investment themes for the next 5-10 years or more, and what would be the best ways to play them?

Q: Hi 5i
What do you think of the short term and long term outlook for DOO after this mornings announcement of Bain capital reducing share ownership by 2M shares at $91....., I think the percentage reduction was from around 20.8 % to 18.8 %...
Should current share holders be worried .... does this drop represent an opportunity
Thx
jim

Q: I sold SMCI in my TFSA the other day after the initial 30% boost, intending to buy it in my RRSP but got sidetracked and it has shot up some more. Still buyable? Or wait for a pull back? I’m also wondering if CELH is a hold or a buy. Thanks.

Q: Hi 5i,

I've only owned ENPH for about 6 to 8 months but have been somewhat disappointed in the results. What do think of the company at this time and is it worth holding or should one think of moving on?

As an alternative, I'm considering NXT. What would you think about the switch?

It is for the growth portion of my portfolio.

Thank you!!

Q: Would there be a dilution in DOO after the Bain capital deal ? How much ? Yahoo finance listed the earning report date for CSU as March 6 2024, and Feb 6 2024 for TOI. Is there a mistake ? Or is CSU going to give out some more good news ?

Q: Peter et al:
I sure hear a lot on BNN and read in the G&M about small caps making a comeback. Think I heard the same thing last year at this time. Would you invest in small or mid caps or split it up to include both? If so for small would you choose IWN, IJR, or VIOO ? IWO has a good deal of unprofitable small growth companies, that is why I chose IWN as a contender, or is it the same. If your choice would be mid caps which of VO or IJH and why.
Thanks ben.

Q: Why is so bad for the private offering? They will pay down the debentures which will mature in three weeks, and the new ones will mature in 2029.
Thank you!

Q: Brookfield Office prefs have been in the doghouse presumably because there was concern about the potential of Brookfield not standing behind these products. They've had a surge today - is there new sentiment that the concern was unwarranted?

Could you comment on Payfare's competitive vulnerability in the GIG payment niche they have carved out ?

Thank you, Hugh

Q: Further to previous questions, I have ZWT as a Tech ETF, and has done well, but things like SMCIs pop last week would have definitely not been fully realized. Is there a solid Canadian listed Tech ETF for putting in my TFSA? I would like to avoid tax things if it pays a dividend. US listed options as well, preferably with negligible dividends.


Can you suggest a few options for each market, with low fees and a good management team? and maybe a specialized Data center ETF?

Thanks

James

Q: Please compare the first two with BAM. Seems they have much higher dividends, and lower valuation. Would you comfortable to pick one today for a long term investing? Thank you!

Q: Hi,

These are some names that I hold that are smaller weights in my portfolio (<2%) and I would like to add to my positions. From comments, I think all of them are solid going forward and some have run hard, such as HPS.A, TVK, CRWD...The thing I've struggled with before is adding to names at the wrong time after they've had a good run and then the market turns and your gains turn into losses. How do you approach these situations and when do you decide to add to a starter position.

Would you be comfortable adding to any of these names at the current prices and can you rank which ones you would add to first?

With the market at record levels, I'm a bit more gun shy of doing so but I think on any market pullback, I would add to any of these names. Would you agree?

I remember a question you answered recently about increasing the avg. cost base vs the % of the position when adding. So for example, I bought HPS.A at $50 and now its $93 for a nice gain, however it's only 1.5% of my portfolio now. So if you are comfortable with a 3% position, do I just add now to get to that 3% even with the run that its had? Or wait for a nice pullback, which of course is impossible to predict. I try not to anchor prices and of course the buyers today are forward looking and expect good things to continue. How do you approach this? Thanks!

Q: What do you think of the waste companies in Canada or US as industrial candidates?

Q: What are your five current favorite stocks for short-term (1 year) gains? They can be either US or Canadian stocks. Thanks,

Q: What is your opinion on the issues at Parkland?

I am grateful for the service you have provided over the years.

Q: I was going to ask if now would be a good time to take a small position in PKI anticipating price appreciation once the Boardroom issues are settled but given PKI is hitting new highs today it seems investors are not worried. Would you consider starting a small position in PKI now?

Thanks for your advice.

Mike

Q: With the launch of bitcoin ETFs what "crystal ball prognostications" can you have for such companies as Galaxy, Riot?

Bail? Hold? Buy?

The last week has given them a proper lathering, and I'm wondering if there is more (pain) to come or if it's a good time to add to the position?

Q: Would XSB be a suitable holding for an 18-month holding period in a RESP?

Q: I know these are from two different sectors but which one of these two do you think offer more value at todays price for the future?

Q: Hi 5i,
Thanks for all your great work!
I know that you like Hammond Power Solutions. Can you please provide some detail as to why you like it?
Thanks,
Murray

Q: My question relates to tax loss selling.
I sold two stocks prior to year end for a capital loss. However, the dividend payout after the sale date were automatically reinvested into the same two stocks. I called the discount broker a couple of days after this and had them sell the shares.
Do the reinvestment shares nullify the ability to claim the tax loss for the 2023 tax year?

Thanks for your assistance in advance.