Investment Q&A

Q: hi folks, thoughts on Q1 results for Anaergia, anrg/t....would you view company as Speculative, or think they have overcome past problems, and things look good from here....Buy or Hold, thanks, jb

Q: Thinking of selling long held Csu and investing the proceeds into either Mu or Nbis. Which one do you recommend?

Q: Do you find them priced well for starting position? What order would you proceed. I want to own all.
If not what are your entry points?

Q: My daughter’s RESP is underpinned by three broad-based ETF’s – VFV (30% of her portfolio) for US exposure and XIU and TTP (total 20% of portfolio) for Canadian exposure. She is a long-term holder of both Amazon and Nvidia (9 and 12% of the portfolio, respectively). After several sells (CSU, GSY among others) she has about 29% of her portfolio in cash. We would like to deploy the cash over the next little while. She will not be accessing the RESP funds for about 15 years so she has a long-term view. Given this situation, what Canadian and US stocks would you suggest we review? (note we are watching nvidia closely and will likely reduce it if it grows to be a larger portion of the portfolio). Thanks for the help.

Q: Hi 5i,
I want to add an insurer to my RRIF for long term capital appreciation and income and have done something of a side-by-side comparing of MFC and SLF.
My findings (any one of which could be incorrect or overstated) are:
- Estimates of future growth and earnings favour MFC;
- Current dividend yield favours SLF by 0.30%;
- Past 1 yr, 3 yr and 5 yr shareholder return (whether dividends included or not)
significantly higher at MFC;
- MFC slightly less expensive based on P/E and more so based on P/B;
- SLF management is more experienced and pays itself less than does MFC
management.
Based on the foregoing MFC looks like the best choice over the long haul for the goals I've stated but I think historically you've favoured SLF, which leads me to ask: If you were to invest in one or the other for a RRIF at this time, which would you choose and why? Or would you go in 50/50 on each or in some other proportion?
Thanks 5i,
Peter

Q: Elva is down 10 percent today. Can you report on their earnings?
Would you buy a full or partial position? Or would you wait?

Q: Comments please on the adoption of the poison pill by TVE. Is it a positive or a negative for the stock and how does it reflect on management?
How common is this for companies in the oil sector.
Thanks for the great service.
Rob

Q: Good Day,

AEHR recently hit my radar. Obviously much smaller than TER, but are they essentially in the same space? per the most recent questions on it, is it just getting noticed and there is some very real runway coming for the name?

Anything else in the sort of "next wave of AI requirements" that are currently in the 'oversupply but about to be sold out' that you can see? I asked a question in this regard around MU in early 24, and while where you pointed me I have done very well with, still wish I had grabbed a chunk of MU at 80-90$...

Thanks as always for the great advice

James

Q: Can you give a high level overview on SLNH? The company and the stock

Q: If one can’t hold NBIS for whatever reason, what would be your next couple choices in the same space?

Thanks

Q: I asked a question April 23rd regarding your personal holdings. Inquiring on the number of stocks and ETFs. Are you willing to disclose your personal holdings? You mentioned in another question the 3 Income focussed ETFs you hold. Curious on your stock selection. Thank you

Q: Which do you think has more upside from here, TER or MU? Would you replace TER with MU?

Q: What would you attribute the 15% YTD decline in the shares to?

Q: I am wondering if there is to be another dividend payment coming before the deal is through. (ex div sometime end of June)
Thank you!
Albert

Q: I would appreciate your opinion on yesterdays IPO for CBRS. At what price would you be interested ? If at all ?


John C.

Q: Hi All at 5i!!

Cerebras just IPOed . What are your thoughts as far as buy ability , or should one wait and see how their business evolves???

cheers,
Tamara

Q: Celestica's stock was at $497 last November. Six months later, it's at $495. Meanwhile, it seems the entire semiconductor industry has exploded upward, along with everything associated with it, including cloud, memory, and AI. Do you have an explanation as to why CLS has been stuck in idle?

Q: I have held the 2 companies for several years now. I'm thinking about selling one as they have both been under performers. Which one do you think as the better longer-term growth.
Thanks

Q: Thoughts on Radnet , earnings and its long term growth potential ?

Many thanks
Greg

Q: Hi,
I've done very well with NBIS and GLXY. They are 6.4% and 4.2% of my portfolio now. What do you think about some of these other names or would you stick with NBIS and GLXY? Many have pivoted to AI compute from bitcoin and it seems as though some of these smaller names can really rip when they announce a new contract and I have a slight feeling of FOMO (although I love the pop on NBIS today). How would you rank these overall in terms of fundamentals, valuation, growth, risk? I'm am definitely sticking with NBIS and GLXY and I would look to trim and start a new position in one or two of the other names if warranted or needed. Thank you!