Investment Q&A

Q: Everyone, investing is a difficult industry to master over decades. What are three items that you would never do in this business? Clayton

Q: Hi 5i Team - The share price of Argonaut Gold had a recent major one day drop and has shown little recovery since. Could you explain the one day drop in price and also your opinion on whether it is worth holding based on fundamentals and exploration as well as earnings potential. Also do you think the sell-off is overdone.
Thanks.

Q: Recently retired and looking for growth and income and looking for suggestions with FTS. Have owned for 5 years and currently up 10.48 % over that time. One of my weakest performers in my rrsp. What would you do with this? Sell outright and replace with? I’m considering H as I own both and H has outperformed with 69.86% over the same time period. Which would you prefer for the next 5 years? H? FTS? ( is there hope for FTS) or something else and which would be buyable today?
Thanks for all your guidance

Q: Of the 4 names which one would you be a buyer of this week?

Q: This is more a comment. This company has spend a significant (over $20 million) on R and D, in particular automation, over the last three years and the benefits are clear to see. The cfo told me that the new technology has performed beyond expectation and it is equivalent to employing 100 welders.
The dual share structure, while often maligned, does have its benefits. It means management has a huge incentive to get things right.

Q: I want to spread some cash out, and away from a Canadian focus. Which of these two ETF's would you consider a better purchase for long term growth?

Q: What’s the best strategy to purchase Vrt? It doesn’t seem to be pulling back much?

Q: I have been interested in this company for quite a while.

You seem positive on it but one of your answers suggested that it may be a bit expensive.

Is it a good point to buy? Also, what metrics in the company profile would most help me to determine if a company is reasonably priced?

Q: Hi Peter & team,

Could you please recommend two Canadian Consumer Staple and/or Discretionary choices to add into a portfolio?

Thanks for all you do

gm

Q: Good morning,
In the industrial holdings in my portfolio I hold SIS and WSP. I’ve held SIS for quite some time. SIS seems to be a bit stagnant so I’m thinking of replacing it with AXON for increased growth. What do you think of such a switch?

Q: Can I please get your comments on Shift4 Payments latest results? Thanks

Q: Thanks to Peter, Ryan and the 5i Team, my portfolio has recovered from the Tech Wreck of 2022. Much of this is due to my holdings in Nvidia and SMCI. I have been trimming some along the way up, but Nvidia is now over 12% and SMCI is over 6% of my portfolio. This time around, I'd like to hold on to my gains (unlike in 2022).

My questions are: What "sleep at night" ETF or stock might you suggest to put some of my profits into (sector doesn't matter)? Also, what percentage of your holdings would you be comfortable with SMCI going to?

My pension covers my living expenses, so I am able to take a little more risk.

Thanks,

Brad

Q: On February 14 Zach presented an overview of Payfare on the Monthly Roll Up Podcast . It sounded intriguing and it is now on my watchlist. Any further evaluation would be welcome. What metrics are important to watch as this company continues to develop?

Q: CSCO reported miserable earnings on February 15 and guidance was also poor. I understand the company will also raise more debt. I am not clear on the company’s reasoning for yet more debt. CSCO was added to AAII’s “stock super stars” list in February 2016 under its “good values” strategy. I was thinking of selling CSCO last year but held off when I saw the business was added to Morgan Stanley’s global dividend portfolio in June 2023. I continued to on to CSCO, especially as hardly any of my other holdings pay dividends. Given CSCO’s latest report and guidance, is it worth holding on to CSCO for investors whose folio is all US, and who are getting concerned that their folio generates little dividend.

If its worth holding on to CSCO, please comment on the company’s business model, the strength or not of its suite of security products. Please also comment on CSCO’s PEG ratio, its debt to equity in addition to its competitive position and moat referenced above. Many thanks.

Q: BNE has been one of my worst performing oil and gas stocks over the past year. Your last answer on BNE mentioned that it is cheap on all metrics and my spreadsheet shows it screening well against other oil and gas companies. What do you think is the problem?

Q: Making my annual TFSA contribution. Please rank the above and rationale and entry price. Also other ideas would be appreciated.
Thanks Steve

Q: How are the prices of the indexes calculated? Like the TSX is at 21,000, the S&P at 5000, and the Dow at 39,000.

Q: please comment on hbm earnings and particularly guidance release.
thank you

Q: What’s your view and opinion on BNS’ quarterly result?

Q: If you had to put a value on SMCI today based on it's fundamentals and earnings potential what price range would you put on it?

Thanks in advance.
David