Investment Q&A

Q: What are the key attributes of CLBT, that make it a top US non-tech small cap pick for 5i? Would you see CLBT as a takeover candidate, by someone like AXON? Would you buy CLBT now for a long term investment?

Q: Do you have a target price for WSP? What %
Would you let it have ??
Thx

Q: Lion Electric LEV) share price is down considerably (almost order of magnitude lower) over the past few years. I thought Amazon was a private investor in LEV (please confirm) LEV has production. Is this a good time to buy LEV for the eventual uptake of EV sales....at least in the commercial vehicle space? Your thoughts and comments greatly appreciated.

Q: Hi,

Down over 50% on NVEI since my purchases back in 2021 and mid 2023. Is it time to throw this weed into the trash? Holding between my TFSA and margin accounts and its less than 1% of my holdings now. This is one of the larger losers in my portfolio and I would likely roll it into one of LMN, CSU, TOI, TVK, or HPS.A. Thoughts on the recovery potential or is just better to proceed and dump this one?

Thanks!

Q: My healthcare sector is very low. I will buying for within my TFSA account and wonder if the ETF XHC would be good ? I can also buy 3 US healthcare companies as I would have enough funds to do so. What would be the best 3 US healthcare companies you would buy if this is preferred over the EFT?

Thanks

Q: BBU owns(last reported 28%) of Bre.Complete silence on Bre even though belongs to the famous BN group. and paying a great dividend,currently 9.45% for an extended period of time.Why?Please short comment on last Q results .When is the next report and estimated Rev.& Eps.Please comment on co.I have held it for a few years and at a current loss of of 14.7% Add,Hold or Sell. Txs for U usual great services & views

Q: if chrd purchase of erf is completed, do you think chrd would list on the tsx. If not would they possibly sell -off some canadian assets.

Q: I have been having a hard time pulling the trigger on Eli Lilly.

It has doubled in the last year.

I know that it is recommended, but it looks potentially overvalued.

Does there long term financials justify the current price?

Should I continue to wait for a pullback, that may never come;)

Q: Please rate each one for growth potential (1=poor, 10=good) over the next year and why for each

Q: Good morning,

Have you done any work on what asset classes or equity sectors significantly outperformed/underperformed while Trump was President from 2016-2020. I recall that that the USD did not do well; gold did very well.

Any views/analysis most welcome. And would you be worried about overall market directionality with his expected focus on China and tariffs?

Q: Good morning,


I am not crystal clear on the most tax efficient account to hold each of the above listed ETFs and before moving any of them to another type of account, I would very much appreciate your guidance on the most tax efficient type of account to hold each of the above listed ETFs.

The above listed ETFs are all held in our family Registered (RRSP/TFSA/RESP) and Non-Registered accounts.

Thank you and I'll await your sage advice.

Q: What are your thoughts on their earnings and forward earnings.

Thanks for the great service

Q: Me, would like 5iR's take/opinion on 2 measures - Piotroski Score where a higher scores classify a stock as a strong financial position, and also Altman Score that helps investors to gauge the probability of a company going bankrupt ........Keen to hear what you have to say about these two measures/scores......Thanks.....Tom

Q: Sangoma stock keeps moving higher. Time to jump back in based on the valuation alone?

Q: I understand this is a new ETF issued by TD Asset Management. There is a little information on its website. I am interested in it as a short term cash management option. I could not determine the yield. If you look at the current holdings, it states over 90% is invested in other than Canada. In its top 10 it holds a number of Trusts and when you look into these they represent a range of money market investment options including car loans, credit card debt, etc. Though it states the risk is low, its holdings would seem to suggest otherwise. Firstly, can you compare TCSH yield with that of GICs or HISAs. Further, do you have an opinion of this ETF as a place to park money. If you prefer other like ETFs would you also state how you would rank them. Thank you.

Q: Please provide your view on Baxter and the significance of the spinout(or sale) of the kidney division. The stock has finally gained some traction after a tough few years. Do you like it as a position in a diversified USD account?

Q: Which one of these 3 companies would you recommend for growth?
Can you comment on debt levels of the 3?
Thank you!

Q: Just a general question on how to react in moment like we are having now; a very nice 4 month bull with some sign of top. How to respond ? Trim your winner, trim your looser or do nothing and accept a correction. Thanks !

Q: Hello Peter,
I know you have answered this about Topicus special dividend. I find it odd that in the early stages of the company's existence , it is paying out a special dividend. Could this be a sign that the company sees little appetite for acquiring companies and will focus on organic growth? What is a good etf that excludes the magnificent 7 , SPY minus magnificent 7.. Appreciate it and thanks for the service.

Q: Hi 5i Team - I have heard some concerns about other countries withdrawing money from the TSX and probably the Vancouver exchange as well. Am assuming that this is through the sale of equities and then withdrawing the proceeds. Am not sure which countries or how many. Could you comment on whether this a valid concern, and if so then how might it affect prices of Canadian equities going forward.
Thanks.