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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Good morning, In the communications sector my only current holding is GOOG, which is a half position. I previously held BCE and T but sold them in recent months. Would you be comfortable topping up GOOG to a full (5%) position for growth over the next 3-5 years? Are there other companies in the communications sector you would recommend, US or Canada? Thanks!
Read Answer Asked by Lois on December 05, 2024
Q: Noticed this company has come up a few times in the Q&A the past several days. How much of this is a speculative buy vs. an investment? The only thing I can seem to gather here is that there is positive momentum, it was endorsed by Citron, members of 5i seem to own it, but it is still losing money.

Are there similarities to the dot com boom here? What makes this company buyable?
Read Answer Asked by Mike on December 05, 2024
Q: Hello 5i
Please rank these companies for 2-3 year growth and in which order you would buy them if you had a fairly high risk tolerance.
Thank you
Dave
Read Answer Asked by Dave on December 05, 2024
Q: Would you please provide a list of companies domiciled in Canada but pay dividends in USD (for example: NTR, BN, BAM).
Read Answer Asked by Peter on December 05, 2024
Q: If I borrow to invest in a Canadian company that does not pay dividends,but has the potential to pay dividends in the future,is the interest cost still tax deductible?
Read Answer Asked by Allen on December 04, 2024
Q: I had FOUR on my watch list, and was waiting for a pullback to $105. In the meantime I bought NBIS and caught some of the upward slide. Now with the uncertainty with FOUR, would you just hold NBIS, or also take a position in FOUR? Which do you consider the better quality company.
Read Answer Asked by Kim on December 04, 2024
Q: Baytex dropped in excess of 7% today. While I expect there's more than one question on it, it'd be great to get your take on this. They announced their capital budget yesterday and it appears to be a story of moderate growth pushing out their debt target date to 2028. I am a bit surprised by the magnitude of the decline if this is the root cause and wondering if there is more to the story.

Please provide your read on the decline and whether this presents a buying opportunity, or should one move on from the company to better opportunities?

Thanks as always.

Dave
Read Answer Asked by Dave on December 04, 2024
Q: I have full positions in all of these. All in the positive, no tax implications with selling. Do you see any unnecessary overlap here? If so, what would you sell and what would you keep? CRWD up 18%, DDOG up 47%, TTD up 355%.
Read Answer Asked by Kim on December 04, 2024
Q: The CAD continues to weaken against the USD. Interest rates are declining in the US so I’m not sure why the USD is so strong. Trump’s tariffs are thought to be inflationary so possibly the market is already anticipating higher interest rates. Typically I am fully invested. Trying to decide if I should sell a portion of my USD stocks like NVDA to raise some cash. I agree that the tariffs are coming in spite of what we Canadians do to secure our border. May I have your thoughts on the USD and the tariffs?
Thanks,
Jim
Read Answer Asked by James on December 04, 2024
Q: 5i has been positive on CAR.un for a long time. You are not alone. It seems to be a long term favourite of many if not most REIT analysts. I have held it since 2019 and am down about 9%. It is about $15 below its 2022 high and is trading at 2018 levels. I bought it for income. Other residential REITs have a superior distribution Every day I look at it and say to myself "why am I holding this." What do you see in the future of CAR.un that makes it a buy or even a hold? If I cash out, what would be your next best favoutite with a better distribution?
Read Answer Asked by Ken on December 04, 2024
Q: Hello 5i
Could I have your assessment of DAVE inc please?
Thank you
Dave
Read Answer Asked by Dave on December 04, 2024
Q: Just read Peters comments in the Post. Pls name 3 junior to mid sized compounders in the U.S. & 3 in Canada you like best. Tks wib
Read Answer Asked by WIB on December 04, 2024
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