Investment Q&A

Q: Wondering at what might be a good point to average up? PRL and VHI in my TFSA up about 40%, PRL in my margin account up 100%. Trying to balance FOMO with being too greedy.

Q: Hi 5i
You mention that you lost confidence in smci. Does that mean it's in the penalty box forever or put another way, what would it take for you to consider ever investing in it again?
I'm interested in your thought process as a fund manager.
Is it just a matter of time passing with no cockroach sightings or would management have to change etc..
I no longer hold it but may reconsider one day.
Thanks

Q: Hi,
I am holding BIR for quite a while and do believe that it will have good upside in 2025 with LNG.. is it still a hold ,buy or sell ? I think it is only a temporary event
I appreciate your opinion,
Thank you

Q: For long term hold and safety of dividend
Bce or Telus, and why
Thank you

Q: Hello Team,

I have been with the above stocks and seen their highs in my portfolio. The punishment for not selling however is to see them crash and burn. Some I still have some money left in and some I have lost 98% of the original investment (APPS).

So, should I just sell them all or is there an argument that one (thinking MGNI) may be worth keeping.

Thanks for all the help! :)

Q: Hi there,

What would you consider a very good price to enter into a position? Planning on 3-4 tranches thanks.

Q: Good morning,

What happen to LMN in the last 10 trading days? It's been increasing from 33$ to 42$?

Martin

Q: Hello
I have a position here, they announced a bond issue at 9.5%. I’m not sure how this sets up growth and also 9.5 seems high?
Thankyou

Q: Can you comment on their most recent earnings, thank you

Peter

Q: How much money does the average person need to save to have a decent retirement?

Q: Hello team,
What is your view on a AtkinsRealis and Descartes Group? Are they both buys? Recently AtkinReaslis released very good results so was thinking of adding to my position. Thanks very much

Q: Good day,

I am setting up TFSA and FHSA accounts for an 18-year-old with a 15-25 year investment horizon. The goal is to contribute the maximum annual limit each year, which is $7,000 for the TFSA and $8,000 for the FHSA in 2024, and continuing at those levels in subsequent years. From an aggressive growth perspective, without restricting the investment options to Canadian markets, what would you recommend? Also, do you recommend making an lumpsum investment or spread the purchases over time? If so, how do you suggest I spread the purchases.

Thank you

Q: Are there any non-hedged ETFs that you would recommend with a focus on mid-sized US companies? Preferably with a focus on safe to moderate risk companies.

Q: Would you consider investing in Bluesky - BTC

Q: What do you think of Danaher's current valuation, do you think this a good entry point to start a new long-term position?

Given their long-term success, I'm thinking the company should be capable of navigating any potential "political" headwinds with the incoming US administration?

Q: I have some cash that I would like to put to work and I have small positions that I would like to reduce. My main objective is growth with a bias towards low beta equities at this time in my work life. I am about 4 years away from my planned retirement.

These are most of my held equities along with weightings. NVDA 13.3% CSU 6.4% BN 6.4% SAN 5.4% SHOP 4.8% CRWD 4.3% TOI 3.8% VRT 3.4% ENB 3.2% BIP-UN 2.6% BEP-UN 2.3%. The following are 1-2% positions 13.5% as group; COST TD ATZ BNS AMZN TTD PANW PRL BRK.B. The rest are< 1%/each approx 10% as group BCE ASML HPS-A TMDX ISRG TMO GSY ASPN DELL SNOW NXT.

I plan on continuing to hold most of these positions including the smaller positions (<2% positions). I would like to reduce the number of these smaller holdings.
Could you please rank these smaller positions with the keepers at one end of the spectrum to goers at the the opposite end of the spectrum.

Thanks for this.

Q: Hi there, your thoughts on CTS post results on Nov 12?

Looks like the stock has had a nice run back up to 3.60 from 2.90, is it possible that 3.00 is now established as the bottom?

Anything you found interesting from the results or conf. call that would have the markets push the stock back up from 2.90?

Is it still considered cheap based on 3Q results and 4Q/full year guidance?

Can you please provide adjusted rating upgrades/downgrades by analysts after 3Q results?

Thanks!

Q: CAE has been another good news story for me this week. Finally they put together a decent quarter, at least in my eyes, what do you think about their qurarter? I know one quarter does not make a trend but I would hate to get out of something after a good gain. Now it is nearly at $31. Is this fair value for CAE for the near to mid term. At this price there should be no tax loss selling on CAE this year, right? My discipline tells me to sell but does your expert opinion shout, "gain for the long haul"?

Q: Hello 5I. I’m at break even with Smci. Should I hold or move on and catch the next train up?
I presently hold NVDA,AXON,VRT. I’ve done very well with the other three, thanks to your us side suggestions. If I move, what would be your picks.
Thanks again for your great work
Maurice

Q: Paramount Reources POU. The Riddel Family is back doing deals which is fine by me. But I am not sure if I should sell yet or hang on for the stock fo get bid up a bit more. My risk/reward thinking was: If North America has a long and cold winter, nat gas will go up and the price of nat gas shares (for all companies) would go up and I would sell the rip. The down side thesis was: if North america has a mild, short, or worse mild and short winter, nat gas pricing would stay low, POU would still pay a 7 per cent monthly dividend and the share price would bump around in the $25 range. In short, limited downside with potential a good upside. With this deal that has all changed. I think I should sell POU and get back into ARC. So what do you think? If you do the math is $32 too cheap to sell POU? If so, how much more could arbitrage drive up the POU share price? and is switching nat gas horses from POU to arx or another stock a good idea (even though winter again has not arrived even though it is mid-November!!!)