Investment Q&A

Q: A recent comment of "But we do prefer higher-growth companies" than LNTH, which companies would you be referring to?

Thanks for your service!

Q: What are your 5 Top Picks Canada USA for next 3 years RAK

Q: By assigning each one a number out of ten, please rank these copper stocks in terms of upside potential:

NGEX, SLS, MARI (Marimaca), ARG, WRN, ASCU, FDY, TM

Q: I have 7000$ to allocate into my TFSA which of these companies would be your favourite and which would be your least favourite, please rate them out of 10(1 meaning least favourite and 10 being most favourite). Lastly at what entry price would you be a buyer of these companies? Please indicate an entry price for each company.

Thanks guys

Q: Please comment on DCBO earnings report.
Thank you.

Q: It seems you are optimistic about this company. could you resume the arguments supporting this appreciation? Yhank you very much in advance

Q: 3-5 years from now who would you expect to have more growth?...LMN or CSU.
Certainly like the fact that LMN's majority shareholer is CSU. I would think CSU spun them off as they expect more growth from them as well?

Q: comment please on PIF recent earnings release
thank you

Q: Peter,please advise your US & Can stock picks in Feb 20 interview with Chris with a short narrative. Thanks

Q: Your Feb 22nd answer to Chris was incorrect. That probably was a result of a wrong article in CBC or GLOBE about a dividend cut. It labelled the company as DIR.UN, but in reality the dividend cutter was D.UN.
DIR.UN has not cut - or raised ! - its dividend in the last 10 years.

Q: could I get a short version on the pros and cons of CDRs and are they any advantage to have in a smaller portfolio for U.S. stocks Thanks

Q: Hi 5i
WRT howards question on takeover targets, what percentage would you expect to effect a successful acquisition of either of these two....how would determine this, back of envelope calculation?

What was the chord offer for ERF

Thx

Q: Hi 5i,

Thoughts on NEM looks like a dividend cut and pretty big sell-off. I this one a sell now?

Q: Would you look on this one more favorablly now?

Thx

Q: Its likely this has been asked before but I couldn't find it... Besides the big guns NVDA, MSFT etc what smaller AI players providing the picks & shovels look good forward ? Which ones would make good targets for the big guys ? Thank you.

Q: If you have to invest new money today with a 3/5 years view (appreciation + dividend), which one will be your choice, Superior or Bell?

Q: Would you buy EQB or FOUR right now? Or no preference?

Q: Hi Team,
Now that NVDA earnings have completely proved the markets “fear” going into the print completely wrong ; what’s your take on the stock going forward ? Continued momentum? Buy, trim , hold ? The way it looks to me comparing valuations and insane revenue growth rates NVDA might be on its way from #3 spot to eventually taking over both apple and Msft as largest company. Do you see this as correct? The crazy thing is AI is just getting started. Seems like a huge market for NVDA going forward with many countries that haven’t even touched the surface of getting started. I don’t want to sound overly bullish but looking at the future of the world dynamics with digitization of everything this seems to be the future . This being said ; there will be massive demand for data center infrastructure. What companies are the best to play this ? HPS.A seems like data center infrastructure will be a big area of growth for them . Your thoughts please , Thanks.

Q: Good morning 5i
I ignored Warren Buffer’s advice to never invest in airlines and I have been holding onto that small amount of Southwest Airlines waiting for it to make a comeback. Long wait. But, i see it starting to edge up on a fairly steady basis lately. That has me wondering whether i should buy a bit more. But, maybe belated, i am pretty gunshy of airlines. Maybe i would be better to put that money elsewhere. Wondering what your prognosis is for a company like Southwest? Buy more or look elsewhere?
Thanks

Q: A few question and please take as many credits as required:
1) Is there a reasonable way to estimate how much of the share price increases in SMCI and NVDA are due to short covering?
2) What is the current short % in both NVDA and SMCI?
3) Where does one find information related to short %?