Investment Q&A

Q: Your analysis on the prospects of Nurix will be greatly appreciated.

Thanks
thomas

Q: Can you go over your thoughts (other than sector differences) between these 2 types of products. I know they both use covered calls to generate additional income and that one is a split share.

Would a product like umax typically keep its payments at some level more consistently (as there is no preferred share to protect)? Is the upside (downside) potential higher on the split?

That is what I am thinking are the main differences but wondering if there are any other differences in how you see them.

If one was lookig at a swap from FTN to umax to keep a similar yield and lower leverage risk is that a reasonable view?

Q: Opinion on Zenatech (zena) on nasdaq

Q: I am beginning to transition my portfolio from a growth portfolio to a more defensive posture. My portfolio analysis indicates I am approximately 6% underweight in both Consumer Defensives and Consumer Cyclicals. I have some U.S, cash to deploy, what would be your top recommendations for these two areas? Thank you in advance!

Q: Hi, could you review the latest quarter for ILMN, and your thoughts going forward. The growth seems quite high, but what are the risks you see? It seems like it would fall outside of the next administration's focus? If not ILMN what would be your favourite in the space?

thx. M

Q: I own ENB.PR.U in order to collect US$ dividends that qualify for the dividend tax credit.Do you know any other Canadian companies that have rate reset preferred shares in US$?

Q: Hi, sold my IFC and would like to replace it with an American company. What are your suggestions? Thanks, Peter.

Q: Is there a Canadian dollar uranium ETF you would recommend?
Would you buy cameco at the current price $82 cad or wait for a pullback? Is it overvalued at todays price
Ty

Q: Hello Team,

My TFSA is currently not getting the returns I'm hoping for, can you please rank the above companies to purchase today in a TFSA account.

Also if you feel strongly about any other high growth stocks I'm missing pls include 2 or 3 additional ideas.

Thanks!

Q: Your thoughts on keeping three out of 5 pharma names: ETF IHI, Gilead Sciences, Bristol Meyers, Abbvie and just bought Pfeizer few weeks ago - hopeful on the Seagen purchase in 2023. I have room only for 3,

Thank you!

Q: Can you recommend a solid company that produces antimony?

Q: Can I get some context surrounding the recent announcements, the stock price movement, and what all of this might mean?

Q: I am currently at loss with TLT in my cash account. I want to sell it as tax loss. I am thinking buying HYPT in margin account with interest rate of 7.95%. HPYT has yield of 17.27%. So, theocratically I can make 9.32% if I do not sell it. I want to hold it for a medium term 3-5 years. Does it make sense? Will it be more risky than investing in TLT?

Q: Hi 5i,
Now that the cancelled Analyst Day has long past and LSPD share price continues to creep up, has there been any news on your radar that might give a hint or clue as to whats happening with the name?

Is 5i able to comment insider trading activities?

Would 5i continue to hold at current price?

Thx

Q: Peter; Could Trump’s Tariffs cause Granite a problem ? Thanks.
Rod

Q: I am assuming that the drop today is due to the tariff thing. Is this justified or uneducated panic?

Q: Could you please provide your opinion on Onex Corporation's offer to repurchase for cancellation up to $400,000,000 of its subordinate voting shares. Would you sell or hold at this time?

Thank you so much!

Q: In March you indicated a preference for EQB over VBNK. Do you still feel that way?

Q: I added this stock a few days ago and I am already down more than 60%. Should I take the loss or hold?

Q: Hi 5i Team,

It seems like your current view, including from your monthly commentary, is that small and mid caps are continuing to look attractive and the forward returns are historically attractive after past US elections. With this in mind, something I struggle with is a large proportion of my portfolio is in large cap stocks, including 10% of my portfolio in NVDA. A lot of this is due to the strength in large caps since 2022 and my bias has been to continue to hold them at a higher percentage as they have provided strong returns over the past few years. Although, these large caps, including NVDA continue to grow and execute my feeling is that I should trim stocks like NVDA down to 5% and use those excess proceeds to invest further funds into small and mid caps to potentially capitalize on the large gap in valuations between small and mid caps and other tailwinds like declining interest rates. For a growth investor with 20+ years of investment horizon would you recommend going the route of trimming NVDA and other large cap winners to a 5% portfolio weight and re-allocate into small and mid caps?

Thanks as always,
Jon