Investment Q&A

Q: Please rank from most conviction in a recovery to least conviction. Thank you

Q: First off, thanks for your unbiased opinions over the years they have been great. I had always been looking for an entry in to CNQ. I reviewed all the questions on it and bought in at $37.00 +- for a long term hold 6.4 dividend. Maybe it will go lower but in 20 years time it will not matter. Thanks Steve

Q: WELL issued guidance of roughly $200 million EBITDA for 2025. They currently have a market cap of $1 billion, so that would be a ratio of 5 times EBITDA if they achieve the guidance. How does this compare to other profitable, small cap health care stocks?

Q: Hi 5i, Any info gleaned from listening in on their CC? As of writing this the market has taken WELL down 9%. Do see this as justified? Lastly, based on forward guidance can you provide key valuation metrics, like P/E and other stats you would look at.

Thx.

Q: Peter and His Wonder Team
NEO is up 14%. Something must have happened your thoughts please! Thank you!

Q: Hello Team,
Which of these two would you prefer for total return going forward and why?
Thank You,
Barry

Q: I am considering investing in these various exchanges. Could you rank them 1-3 with 1 being your preferred choice and reasons why for each?

Thank you

Q: Please comment on the year end results. This company is doing a lot of things right.

Q: I went to a large cash position in my rrsp a few weeks ago, and now I’m interested in putting part of my retirement portfolio (I retired Jan 1) into high interest etfs that I can buy and forget while they generate income via yield. I’ve added a few I’ve been looking at to the ticker box. I’m looking at bond etf’s but I don’t fully understand when to get in and out of bonds - can an investor buy and forget? I’m also looking at covered call leveraged etf’s based on the S&P and Nasdaq indexes. I realize an investor has to have a strong stomach for the volatility associated with high interest leveraged etfs, but for purely an income vehicle, can you provide a few names based on the above criteria? Assuming about 10-15% positions, what percentage of a retirement portfolio would you invest in high interest etf’s, Hoping to generate 8-10% annually from the portfolio. The remainder of my portfolio is mid cap large cap US and Canadian equities. The usual suspects.

Q: Nvidia down 6-7% A/H on news will be taking a $5.5B charge on shipping H20 processors to China....banned 9 April by Trump??......your thoughts on ban/charge....and is growth story now gone/limited for Nvda.....is stock now a buy/hold/sell....thx as always, jb

Q: Hi there. Looking for an update on POWL. I note that you seemed to have a favourable opinion in early February and the PE has come down since then given the market. What further downside might you expect or do you think it has found a floor? What does it need as a catalyst to move back up? Finally, POWL or HPS.A or 1/2 of each?

Q: With gold reaching highs what would be your opinion of this canadian miner

Q: Good afternoon 5i
I just had a meeting with the wealth division of my bank. Normally, I don’t pay much attention to sales pitches. But, this time I went to see about their resources for estate planning. Estate planning was in the background. But, portfolio management was in the foreground. The portfolio manager explained his system to me, which he called a momentum model. That is , by looking at the moving averages of both the indexes and individual stocks, they see when they should get out and when they should get back in again. He says it is not market timing because it is fact based. It looks like they have made some good calls recently, anyway.

I am wondering what 5i people think of this. I forgot to mention that the fee is about 1 percent for one million and goes down with more money added. I think it is that when, say the 50 day moving average, for instance, falls below the 25 day moving average it is time to sell. I am sure they have other criteria, as well. I am probably simplifying it.

Is this a reasonable approach? Would it be very difficult for me to set up a system to survey the moving averages of both stocks and indices?

Thanks for the great service

Q: MRVL is down well over 50% from its highs before and after year end. Can you explain why it's being hit so hard and comment on its recovery prospects?
Thanks, Hugh

Q: Can I get recommendations for the following:


Best Europe ETF (cad listed)

Best Emerging Market ETF (cad listed)

Just vanilla etfs, though would like a dividend

Q: Can you update your opinion on SOFI please? I know it was spoken of positively and rose near $18. How does it look to you at $10+? What would cause you to start a position and at what price? What do you consider to be fair value?

Q: Could i have your analysis of this company- expected growth , profitability and balance sheet metrics. They have a great sports property but is it a good investment here?

Q: Is Goeasy a buy at today’s price? It seems like a very generous dividend. Is it safe?

Q: Could I get an overview of this company? CEO just made a large share purchase. Do you feel it’s investable? Thanks

Q: There was a recent question about BOXX. Can you provide a bit more detail….what sort of cost (MER etc) is involved? Is it fairly liquid? can you hazard a guess at its current rate of return? An HISA is currently paying 3.9%….is that comparable? Many thanks