Investment Q&A

Q: Dear 5i,

In your opinion. What developed market countries look attractive to you?
Assuming one can buy a Canadian or US listed ETF would you purchase a
currency hedged or non-hedged version? Some experts appear to be recommending Europe and Japan (Mr. Buffet). I have been a customer since you launched your service and I happily just renewed this weekend. I really appreciate your unbiased objective reports and answers.
thanks!

Q: Does D2L compete with Docebo? Could you elaborate the differences between the two.

Tks

Q: What is your view of ATVI as a long term hold for safety and growth? Are there any companies with better prospects that you would rather hold? If you were to sell ATVI to invest in these better prospects, would you do so now or wait until the MSFT acquisition is officially dead?

Q: Hello,

Go easy used to be one of your top choices for any new money. Now it is not ever mentioned, even when considering small caps.

If they were able to still maintain +20% ROE in Quebec, why do you not want to buy now with it trading 30% lower?

Q: I do believe that our future will be elecrified, though it will take more than a decade to make real progress. Copper will be a key raw material but we will also need motors, batteries and control systems. Renewable power producers will also be needed of course, but I am more interested in the device side rather than the power production side.

If you wanted to start a mini-portfolio of companies that are likely to be key to an electrified world, how would you begin and can you suggest a few companies that will likely be key players?

Q: Doing a little research with Google I found that the TSX has had an average annual return of 7.94% over the 50 year period of 1971 to 2021 . { Please confirm or correct that number ? } I know 5I doesn't " like " to give portfolio weightings but I have in the past seen you comfortable up to 15% for some ETF's . Would HMAX be one of them ? It looks to me like I can have my cake and eat it too as it's dividend is superior to that of the average annual return of the TSX . Not quite, but close to double ......

Also I have always wondered just how much difference in performance { percentage } there would be between these three products { ZEB. ZWB out of the money calls, and HMAX in the money calls } . In the case of a 10% correction in the financial sector and also in the case of a 10% rise in the financials. Please speculate on what you would expect the return percentage for each . { you will have to speculate for HMAX because of its short history and supposed lack of volatility due to the use of in the money calls } This will help me grasp what to add or subtract to that 14% dividend for HMAX under the two scenarios ......

Q: Good time to add another 2 % to an existing 2 % position in ATZ ?

Q: Thanks for comments on ATZ, do you think this is likely a temporary set back in the markets? Fundamentals seem strong, and would appear to be a solid buying opportunity.

Q: Good Morning,

Can I please get your opinion on Sprout's earnings? Do you see it as a buy, hold or sell within a three-year horizon? Thanks. Brad

Q: Hi, could you please give your opinion on INMD results? Thanks!

Q: With $lumber at a 3 year low would you expect a dividend cut from ADN, and if not why not, its AGM is May 4.

Q: Can you provide some commentary on PAAS vs AEM from a company standpoint, as well as silver vs gold right now as a precious metals investment - is silver's use as a "green" metal significant from an investment standpoint?

Q: Hi,
NVDA has had such a terrific run. One of those stocks that makes me say could have would have and should have!

What is your take on NVDA going forward?
What would be a good entry point IF a big IF it corrects! Worth Selling a cash covered put?

Many thanks.
Mano.

Q: i am disappointeed with pypl turn around . i like to sell it and add to the small position i started in LMN

Q: I am looking for your best small-cap value stock ideas. I'm hoping for three in Canada, and three in the U.S. Thank you!

Q: Can you comment on the just released ATZ results on May 2?

Q: SU, BN, TOU, GSY all received haircuts Tuesday.

If you topped up for long-term hold, what would be the order and rationale? Thank you.

Q: Currently down significantly on these names, especially SHOP

Please confirm whether all are “keep-able” in a long-term (10yrs+) balanced portfolio.

Would you add to any at current valuations, and which one(s)?
Thank you!

Q: XPEL missed 4th quarter 02/27/2023. It came in below estimates of .44. 1st quarter 05/09/2023 estimates are lower being .37. What is your opinion on this stock beating expectations this quarter? Thank you. Your advice is appreciated.

Q: Hi 5i
The cons as I see them - Tiny, pre-revenue and "lottery ticket like" I think.

I imagine too small to have caught your attention but would you have any optimistic view here to have someone keep an eye on this one considering lithium-mania?

Thanks