Investment Q&A

Q: Hello, I hope all keeping well.

When reading through QUESTIONS (and answers) , I often wonder if the companies mentioned are in your model PORTFOLIOS?

Is there a way that the companies mentioned could have some form of "marker" to indicate that they are indeed on your model lists?

For me, seeing that marker would be very helpful.

All the very best

Q: Hello,

Is there a material total returns benefit over one year of switching from Sunlife to Intact Financial, if there are no tax considerations?
Regards
Rajiv

Q: For a buy today, which one, or both and why?
Thanks Again

Q: Good day 5i team,

Is AC a good buy at this price today($18.37) ? How much debt does it have?
Was it profitable in the first 3 quarters in 2024?
Thanks,
George

Q: I plan to reluctantly trim CSU from 15% down to 10%. I have sufficient LMN, TOI and WSP. Can you give me 3 growth stocks to consider for my TFSA with the CSU proceeds? I tend to be a long term investor with not many trades.

Thanks for the tremendous service!

Doug

Q: In the context of the sector allocations question asked by Jerry today, you gave the Utilities sector a weight of 20%. Is this really what you meant? It seems pretty high to me. Besides, when we add all the sectors, the sum is 110%. Thank you

Q: Hi, am I late to the CLS party? Thank you.

Q: With the threat of inflation moving back up, would you find a place for either of these funds in a portfolio today? Thanks, great service.

Q: What do you think of the Q2 results released Feb. 12. The dividend was increase 5%.
Would you continue to hold? Could a case be made to buy?

Q: These two (especially SERV) are tanking this A.M, presumably because of the news that NVDA has dissolved their position in both. My initial thoughts are that this changes nothing of substance for the company (SERV) itself, and especially that it still has its deal with UBER. Of course substance and sentiment are separate animals. In general how does one play this? Do you wait a few days and see what transpires, buy more? Sell? Your thoughts are appreciated. Thanks.

Q: Regarding my question yesterday, I am not interested in taking advantage of dollar swings, I already have significant US funds. I will attempt to clarify my question. I have funds that I would like to invest further in US companies. If I buy stock on a US market I will be buying with a very weak Canadian dollar. So my question is, if instead I buy a product that is hedged (CDR, ETF), which would not have been affected by past dollar swings, would I then be purchasing US stocks without suffering the disadvantage of a weak Canadian dollar?

Q: Hi,
Is there a Canadian economic equivalent for the US IEFA ETF in Canada? Would either XEF or XEF.U qualify?
Thank you, Michael

Q: Currently holding equal parts VCN,XEI, XIC, ZCN in a small self managed portion of my RRSP savings, was doing another deposit and wanted to see if an equal distribution amongst the above or add some other ETFs to achieve better industry and country balance, for a 15 year hold?

Q: Cellebrite stock sank 13% in Thursday trading, post earnings release and closed at its low for the day, on higher than average volume. As of 5.30 PM, stock continues to drift lower in after market.

As per your comments, earnings/guidance was, as expected and nothing really has changed. In your view, this drop could just be profit taking, after its 34% rise over last 3 months.

I find the price action today a little concerning, as if, market had high expectations and company did not deliver that, specially considering the hot digital forensics area, they operate in.

This is a favorite 5i stock and has been recommended for nearly a year, when price was around $19 ( I think ). There should be many 5i members, who follow your lead ( myself included ) and have been generously rewarded, over time ( Thank You !! ).
US small caps, however, are not well followed by Canadian analysts and we depend much on expertise of your team.

It would be really helpful, if you could take a deep dive and comment, if there could be any other factors ( competition, growth rate, order book etc ) which might have contributed the post-earning drop.

Also, do you consider this weakness temporary and with this sharp pullback, would you be comfortable to start a new position or add to existing ownership.

Thank You

Q: Can you expand further as to what caused this drop in price? Any idea as to why Net Income would be lower in 2025? Do you still consider this a top small cap pick in the US (if not what would you recommend beyond CLBT and FOUR)? Is this pullback a buying opportunity?

Q: Completely ignoring CELH's past - just looking forward - how attractive is this company's present valuation? I'm trying to gauge it based on its long term forecasted growth (i.e. present P/E and P/S). Can you comment on PEG? How do these metrics, and any other, compare to a typical company with a similar market cap and projected growth?

Q: What do you think of the recent quarterly results?
Thanks

Q: Would you be comfortable with owning a full position in both Nvidia and Broadcom?

How much overlap is there between their separate businesses?

Q: Hi 5i
What is market expecting from panw earnings today, Thursday and would you be comfortable holding going into earnings?

Who are their main competitors and where would you rank them in comparison.
Would 5i be interested in them and at what price ?
thx

Q: Very large drops in CPX, but very little drop in H. Why the big difference between the two? I own both, should i continue to do so? If you could invest in only one today, which one would you choose and why?