Investment Q&A

Q: I am considering selling BIPC for a tax loss and rebuying after 30 days. Do you foresee any events in the next 30 days that might cause an increase in the stock price. I.e. financial reporting ,etc.

Q: Would you please compare these 3 stocks using your usual metrics and determine which one you would recommend for a tfsa for a 3 to 4 year hold and perhaps an entry price? Thank you.

Q: What would you consider to be the 5 best investments for a TFSA in 2024?

Q: I am trying to understand what kind of arrangements this company has with Lundin Mining Corp. Is it wholly or partly owned by Lundin. The stock seems to have done well lately but is a person better off holding Lundin stock and get the dividend. Many tnx.

Q: Could you please give your opinion on BELFB as company that could benefit in this sector similar to Hammond or are other companies that you prefer such as SPXC, EME, WCC, .Thanks so very much for you expertise.

Q: After the last Q results DCBO had a big jump that withered to half. Would you consider it a good point to add? Is the story still intact ie any positive/negative news from the company that you see?

Q: I mean this looks far more serious than just the stock going lower for no apparent reason. Seems to me there's trouble in the henhouse. Should we be concerned?

"Mar. 10, 2023, The Capitol Forum reported that prior to Feb. 2023 InMode had not been submitting mandatory reports to the FDA regarding injuries and malfunctions stemming from the use of its devices. The report also observed "a search of personal injury lawsuits filed against InMode over the last several years indicates the company has been aware of dozens more alleged serious injuries that it never reported to the FDA."
Then, on Oct. 12, 2024 The Capitol Forum published another investigative report finding that "far from charging full price for its products, InMode heavily discounts almost every device it sells and expects sales representatives to discount devices anywhere from 16% and 40% off the 'list price[]'" and "[a]ccording to one former salesperson at InMode 'the price is basically whatever the customer can get financing for.'"
These events sent the price of InMode shares sharply lower."

Q: Could CLS get a premium valuation similar to VRT and SCMI based on its forward earninggs and AI involvement?

Thx

Q: Over the last couple of months and as a result of comments made here I have started positions in the above five companies with funds allocated to higher growth potential/higher potential volatility etc.

Four of the five have done very well so thank you. In keeping with your philosophy of pulling the weeds and watering the flowers I have a couple of questions:

1) Would you sell ESTC at this point in time and realocate the funds to one of the four flowers or to a "new" high reward potential investment you would suggest?

2) The ESTC issue aside, would you be adding to any of these flowers at this point in time and in which order?

Thanks for guidance over these last number of years,

Terry

Q: I am 88 years old, I recently purchased a GIC in my name and I also added my two adult children to the GIC. Can you tell me what a bear trust is and would my GIC be considered a Bear Trust?
Also I put their name on my brokerage account to save probate fees.
I would like to know if these are considered simple joint accounts, or are they considered Bear Trusts?
Thanks as always for your expert opinion.

Q: I need to trim SMCI, NVDA and VRT. I have partial positions in AMZN, MSFT, AMD, LLY,GOOG, AXON, NXT, CELH, PLTR and NTNX. Could you please order the partial positions from high to low, for a potential add? What are your recommendations for 4 or 5 other growth stocks, any size/sector that I could investigate for a new position? Would any of the these growth stocks fit into the ranking of the partial positions? If so, could you place them into the ranking? Thanks very much for this service and the patience you show, in answering the many questions!

Q: I am interested in buying Metro in a non-registered account with an investment horizon of 5 to 10 years. Dividends are not important. I am looking for capital appreciation in the stock price over that time.

Is Metro a good choice in the consumer staples space? And what would be a good entry point to buy it at? Thank you and have a great day.

Q: Further to Peter's column in the Financial Post [always good, plain ,common sense advice] I'm wondering what US companies in the health care sector might be considered?
Thanks

Q: Dear 5i team.

Can you update your viewes on REMX please? What is your assessment of:

1) up/down part of the cycle?
2) co's trading at decent multiples?
3) Does this pay a dividend?

Do you still see this as a good part of a diversified portfolio?

Appreciate your help.

Q: Hi team,
I am currently treading water in TVE. I understand that HWX is also a Clearwater producer. In comparing the two, HWX has more production, much higher ROE, lower debt, higher margin, lower PE and higher dividend. Would you sell TVE and buy HWX?

Q: Just curious. When CSU was in its infancy, say around $35, the price of LMN now, did it have the same volatility as LMN and TOI have now?
Thanks
jeff

Q: One of the recent questions concerned Apple. A 5i member noted that they had purchased the stock at a very low price and now had a huge profit. In essence the question was addressed to you to share with others and confirm their "skills" or good fortune. I would like to compliment you on your answers keeping all of us concentrated on what really matters. Investing in good, solid companies, diversification, and don't trade too much. Oh, and be very thankful when luck shines your way!
Gordo

Q: Warren Buffett says " buy index funds" preferably Vanguard.

What would you buy in Canada & the USA?

Thank you.

Q: Which of these companies would provide good exposure to the scandium market? Thanks.

Q: Peter and His Wonder Team
Here is a simple question for you but I do not want to make a mistake with CRA in regards to Capital Gains. If I have a stock in the green and sell ...do I have to pay on just 50% of that gain? On the other hand If I have a second stock in the red of an equal loss and sell...does that just negate the gain entirely? On the other hand are gains only at 50% and losses at 100%? In other words how does one calculate capital gains in general?Thanks...don't want to get into trouble with the "Tax-Man"! Ha!Ha!