Investment Q&A

Q: Please explain how Spin Master's share price makes sense today.

Q: is the future looking bright for CAE and entry price

Q: Hello
Does 5i have a RSI recommendation for the above.. similar to the finviz screener ?

Q: Hello,

VNP has pulled back from its high of $36. Results are expected on May 6th after the close. Given the solid fundamentals, the critical minerals theme, and the tailwinds from AI and defence, for an investor with a 3 to 5 year horizon, would you initiate a full position today ahead of results, or would you wait for post-earnings confirmation?

Thanks

Q: The reaction to the earnings report is similar to that of Mu recently..
A trend, good results and guidance and stick tanks.

What is your opinion of Wdc going forward.

Q: I understand that when you buy stocks, etfs of mutual funds whose distribution includes all or some ROC, this reduces your ACB and increases your future capital gains when you sell the asset. Does this become an onerous task, tracking each and every ROC payment across your portfolio and deducting it from your each ACB each time. Is there an easy way to do this? I assume the CRA must track this to ensure you are not avoiding taxes?

Q: What are your thoughts on these companies given an "iffy" economy and USMCA turbulence in the coming months? Would you buy at these levels?

Q: Your thoughts please on the quarter? Thx

Q: Chemtrade has been doing well on the stock market over the past year. It has increase it`s dividend lately. Before covid the distribution was $1.20 per year. This year it will be .72 cents. Do you expect the dividend to go back to $1.20 over the next few years. I am a longterm dividend investor. I have also low investment in the industrial sector. And would you recommnend it?

Q: Hi,
In reading a recent article on AMD's move into the NVDA market I read at: https://finance.yahoo.com/markets/stocks/articles/3x-amd-cracked-nvidia-code-133943897.html
I had to wonder about whether it would be prudent to sell some NVDA shares currently held in my TFSA to diversify into AMD, INTC and possibly MRVL. I've done extremely well on NVDA over the years and am starting to think about how much farther NVDA can run, vs some of the smaller semis at this point. I am also concerned with NVDA's price movements lately, as it finally broke out of consolidation, only to drop back today when others are climbing. Are there other names I should be considering as well? I use this account for shorter term momentum stocks, and keep a close eye on it. I would greatly appreciate your thoughts regarding NVDA and other semis - I also really enjoyed your Jan 5 Opinion piece on all things AI related and have been able to do well from a number of the stocks you highlighted - many thanks!
D

Q: Peter; I read this am’s announcement by GRID - after reading- and not understanding exactly what it meant- but to me it was quite positive, would you add to a position ? Thanks.
Rod

Q: Any reason for the big drop today,also any other recommendations for non precious metals minors
Thanks

Q: Please explain the meaning of the numbers in the P:E ratio.
P:E for Kinross today is 15:38
Thanks.

Q: Purchase ranking today, 3-5 year hold.

Q: What is your opinion of POWR as a buy here

Q: Greetings 5i, if you held Qualcomm today, would you continue to hold or sell? If selling, what would you replace it with (does not have to be same sector)? Why? Thank you.

Q: Currently BEPC trades at approximately 10% premium above BEP.UN.
From my understanding they are basically the same company but structured differently. BEPC is mostly eligible dividends and I think BEP.UN could be fully taxed as other income but the math doesn't make sense to me. What do you believe the spread should be if you just looked at the math? Can you explain other considerations that may be adding to the premium.

Q: I own mcdonalds,pepsi and visa and notice that over the 3 and 5yr period that they have been outperformed by the SPY etf.Would you sell the three stocks and simplify by replacing them with SPY?

Q: Hi Team,
I have positions in CSU,TOI, LMN with LMN position being the smallest. Being that I own all of these and all of them have poor momentum, I was looking possibly selling LMN being that is the smallest position and smallest company and using the funds to add to my position in MDA to top it up to full position. Would this be advised at this time?

Thanks,
Shane.

Q: Good morning 5i
Nokia seems to be rising from the dead. There is some news that this relates to Nvidia's increasing interest and investment in the company. I am wondering whether you know something about this and whether it is worth investing in
Thanks