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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: I need to consolidate some of the riskier stocks in my portfolio. Of the following on my chopping block, could you rate which would be keepers for the long term (with a hands-on approach) - best to worst - KSI, GLXY, AVGO, AXON, IESC, ROAD, COIN, APP, CRWD? Also, I hold both GSY and PRL. Is it reasonable to let one go in a consolidation? If so, which one - thanks!
Read Answer Asked by Kim on January 16, 2025
Q: Hi there,

I’ve done ok with these stocks but I want to raise some cash for diversification - in what order would you reduce/sell?

Ok thanks!
Read Answer Asked by Robert on January 16, 2025
Q: Good info from 5i on recent lackluster BEP.UN stock performance.

I've noticed that historic trends for this company's Revenues and Operating Cash Flow seem to be fairly positive / consistent. However, Operating Margin took a hit last year, and Free Cash Flow has been negative the last three years. Is this a concern to you? Is the projected annual 5%-ish dividend increase in jeopardy (next increase is coming up shortly ! ).

Acknowledging the negatives you mentioned in your recent Q&A responses, would the current yield not soon theoretically help stabilize the stock price - especially considering this is a Brookfield....despite as "complicated" as the company is?
Read Answer Asked by James on January 16, 2025
Q: From a value perspective, what are your top two non-bank financial stocks these days?
Read Answer Asked by David on January 16, 2025
Q: As irrational as it seems,Trump may impose tariffs soon after his inauguration just to appease his voting base.A likely “knee jerk “reaction would send these stocks lower.Do you think this would create a buying opportunity?Are there others in your portfolios that could be affected? Some of this uncertainty must be already be priced in,but CLS seems immune to this.
Read Answer Asked by Allen on January 16, 2025
Q: I have read the question history on Quantum related companies and have noted that these 4 seem to be most well known.

Are there any publicly traded, earlier stage (not yet pumped) companies that are worth monitoring for future potential? Not companies you buy today but companies with interesting concepts/potential in this field that could be "next".
Read Answer Asked by Tim on January 16, 2025
Q: Happy New Year 5i team,

I have been holding this name TEAM for several years. It has been underwater for a long period of time until 3 months ago (November of 2024). What is your outlook for this name? If replace it with a better Growth one, what would be your recommendation? Thanks.
Read Answer Asked by Lin on January 16, 2025
Q: There was to be a merger at the end of 2024. When will that show up in my accounts.
The stock price has been dropping in tandem lately. I do not know why?
Read Answer Asked by Doug on January 16, 2025
Q: Is there a safe place to hide in Canada with the incoming US tariffs? What is your take and what would be your strategy to protect capital?
Read Answer Asked by Curtis on January 16, 2025
Q: This morning you recommended VRT us. I am wondering if there is a Canadian company that is in the AI infrastructure sector and trades on TSX. Also what is the best etf that can be bought on the TSX that focusses on AI infrastructure (US).
Cheers Steve
Read Answer Asked by Stephen on January 16, 2025
Q: Hi there,
Thanks for your past assistance.
I've done well with PRL and I'm wondering if Upstart has the same kind of trajectory.
Do you like this stock short and long term?
If not, can you please recommend an alternative?
Thanks!
Read Answer Asked by Robin on January 16, 2025
Q: I would like your thoughts on NTG Clarity Networks (NCI), a small company that has been profitable for a few years now, and is showing triple digit growth in revenue, EBITDA and profit for 2024, yet trading under 10 times earnings. Today they put out an interesting wrap up of their activity in 2024. Is their concentration in Saudi Arabia a big risk?
Read Answer Asked by Dan on January 16, 2025
Q: If you hear that a private company may go public how would you keep an eye on this to see when that happens?
Thank you
Margaret
Read Answer Asked by Margaret on January 16, 2025
Q: I have been hearing a lot of people on BNN and other sites saying that the market is overpriced and due for a decline. I have looked at a few "investor sentiment" surveys online where the bearish sentiment is above average and increasing. How accurate are these indicators as contrarian indicators, i.e. that when bearish numbers are above average the markets are more likely to actually increase, and when bullish numbers are above average, the markets are more likely to decline?
Read Answer Asked by Dan on January 16, 2025
Q: Hi there. I am wondering your thoughts on QQQI as a way to capture the 100 biggest tech growth names and get an outsized yield (currently 12%) versus just owning VOO or something similar. I would like to generate income over time, and this would also be a way I could have some exposure to options without having to really understand how they work.
Does this thinking make sense? If so, what possible portfolio weighting would you suggest? Thanks for any information you can provide.
Read Answer Asked by Lesley on January 16, 2025
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