Investment Q&A

Q: Stock has been hammered while reportedly May 19th CEO and CFO collectively buy ~$30 mln worth of stock.
Lots of problems, do you believe the company can recover from its Medicare Advantage woes?
Thanks for all your great work! Ted.

Q: Hi looking at two small caps at the moment. What are your thoughts on the news of the conclusion of the strategic review for NEO and news put out today on GIP's sale of its water, waste and recycling facilities and lead equity partner agreement for the Future Energy Park? thanks

Q: My question is on portfolio management, trimming rather than selling.

I'm hearing and feeling that some sectors and companies, or even countries like the US market, are a bit expensive, ahead of their skis, and might well be trimmed. I have done so for gold, for example.

I would like your opinion. Even if you don't agree with the premise, what areas would you trim on that basis.

Lastly, can you suggest some areas that do not fit that premise and are under-valued. I think this of oil and gas, for example.

I'd be grateful for a detailed answer on this and would be happy to spend a few points for it, as you see fit.

Thanks, as always, for your wisdom.

Q: Copart is down 15 % in the last 5 days.
Why is it down so much?
Would you view this as a buying opportunity?
Would is your opinion of this company as a long term hold? How does it compare to RBA?

Q: I listened to a CIBC webcast today outlining the fact international equities were cheaper then US and possibly Canadian equities based on P/E ratios and are expected to outperform US and possibly Canadian equities in the near term. Interesting sectors discussed were international infrastructure companies, defense, e-commerce and semi-conductors. Could you provide a few Canadian ETF's that would provide exposure to these themes and list you favourite?
Thanks
Jeff

Q: Is viu a “derivative” of vxus? Total overlap?

Q: What is happened at ATS it is up almost 16% this morning?

Thanks
David

Q: What do you think about this company for a speculative, higher potential risk/higher reward investment?

Q: I have a hard time evaluating biopharmaceutical firms save via technical analysis. Given that Structure Therapeutics is so "new", I am finding even this method difficult to rely on. What is your opinion of GPCR's prospects?

Q: CQLI Here is one I can not find much information that I am hoping you can shed some light on. The chart look good and the yield is over 20%. Looking for niche areas for a mid term places to place some cash with good returns until the clouds clear a bit.

Q: How serious do you feel the aggregate global debt situation is? I have read that the total is now well over $300 trillion USD. Government and consumer spending seems somewhat out of control in much of the world. Let's put it this way -if the Earth was part of an interplanetary federation, would the aliens' financial authorities think we are heading towards bankruptcy?

Q: What are your top suggestions for the best positioned Canadian and US dividend paying stocks where dividend is safe and where the stocks have some potential for growth? Thank you.

Q: I am watching stocks like coreweave (CRWV) and I'm curious about the IPO market. In the lifetime of the IPO market, when is there a bigger flood of them and when does the release of initial public offerings slow down. How does one catch a good one? By looking at the supply/demand market of their product, how they did as a private company, who is invested in them with a great track record of calling the right shots when it comes to future winners....does 5i research look at the pre IPO market? Or do you just wait until a company comes out and establishes a track record with quarterly earnings? So how do you pick a future winner that might become a Magnificent 7. Do you have any picks that have IPO'd in the last 5 years or coming up that you think will hit it big time?

Q: Good morning,

I'm short on discretionary stocks. Looking at above 2 companies although Decker's is plunging this morning they have strong brands, they beat expectations but would not provide guidance. Buying opportunity?

Any other you like better even if not in this sub industry. Loaded with US cash

Appreciative of your services tried Jim Cramer for 4 months on a Christmas deal, Don't know how people can work with him quite the character and he makes my head spin. Loll

Have a nice day
Denis

Q: SHOP seemed to catch a bid in anticipation of its addition to US indexes and then has drifted down, wondering what a decent entry point might be?

Q: Baytex BTE is my worst performer in my oil & gas sector portfolio. What is your assessment of the management? Is it a quality company? Will it be able to survive this down cycle? Assuming $70 WTI by the end of the year, will it outperform most other well known oil & gas stocks in Canada? I.e. Does it have good leverage to the price of oil? Or is this a value trap and should now be sold?

Q: Hello 5i Team, I'm quite overweight CSU and was thinking about trimming some (or lots). I've held CSU since 2014 and think it might be time to reduce my exposure. If you were given a blank sheet and could pick 5 quality US and 5 quality Canadian names; which would they be?
Thank you Brent

Q: Your suggestion for an international equity ETF that excludes the USA please.

Bill

Q: Hi 5i, If you had to hold only one gold position, which would you choose...AEM or PHYS? btw...what is the MER of PHYS and would this be a factor in your decision?
Thanks

Q: Just took about a 30% jump but cant find out any news

I think somebody in Big Pharma has taken an interest

Have you heard anything?
Thanks