Investment Q&A

Q: Any thoughts on this company?
As always, thanks for your fantastic guidance.

Q: Goldman shows currently that CTA's will dump stocks in every scenario (market up or down) over the next month, including total sales over $75 billion. This number is large versus average. Is this a meaningful indicator that you watch, or just another "worry"? I guess it is mainly an indicator of flow.

Q: Japan's 20Y has spiked to 2.75%, marking a historic shift. I tead this could trigger short-term volatility in risk assets. Do you act on this? For example my bond portfolio contains some ETFs with 10y and 20y durations. Should I move more to shorter duration? On equities higher risk assets are more vilnerable? How big of deal is this looking forward, or just another "worry"?

Q: Hi 5i Team - I am having some difficulty deciding whether to sell or hold onto my shares of Propel. Could you summarize the reasons for its decline as well as the potential for recovery over both the next year and longer term. Do you have confidence in the ability of management to do this. There are certainly many developing opportunities in other companies to use the money if I were to sell. Thanks.

Q: Could you list a few Canadian company's to buy now that may come roaring back from this downturn?

Thank you.

Q: How does Brookfields announcement of it's US$ 100 B AI fund affect shares of BN?

Q: I have to trim some of my holdings. Please rank the following in order of which you would trim first. Positions are roughly equal and this is an account focused on long-term investments. Thanks

ARX
ATZ
BAM
BN
CNR
CVE
EMA
ENB
FTS
GLXY
L
LMN
MFC
NVDA
SHOP
TOI
TRI
PPL

Q: would you consider MTY stock to be a hold ? or a sell ? with the recent news. I've owned this for several years.

Q: Hi
Is there any hope holding on to this stock long-term.
Thank you.
Fred

Q: On your tax loss selling article, I noticed with First Service it seemed like there was a 14.8% would that have been the adding of the EBIT to the CARG?

TRI
32 times forward earnings. Is PE low valuation. I always thought PE was the expense ratio and with 32 it would be an expensive stock but in your article you called it the PE a low valuation.

Hoping to get it in more simplified terms.
Thank you

Q: Hello,
I have Telus and Enghouse . I am down of the two of them.What do you think of selling Telus and buying more Enghouse? Thanks!
Nancy

Q: Hello,
Wondering what your thoughts are on accumulating TFII at these levels? For a longterm hold. I realize there might be more tax loss selling and pressure on the stock if a recession arises but would this be already priced into the stock at this time?

Thank you

Q: Can you tell me the specifics about which types of stocks will work best in a TFSA? I know in the past you have recommended some not be in a TFSA, but I don't recall the details. Also, could you provide a few specific suggestions of stocks that would be good to buy now for that account? Thank you.

Q: I hold this company and I have heard through the whole process with the MEG acquisition that its assets are not the best quality, and that it doesn't have the liquidity compared to CVS. If this is accurate and you can confirm so, I will not hold it for the long term. The share price has moved up a little since CVS has been solidified as the buyer. SCR is going to (subject to board approval) go ahead with the $10 special dividend. Do you think approval of the dividend is a formality, and once approved the share price will move up further? At what price would you consider the $10 dividend baked into the stock prompting a sell? I assume the stock will drop close to $10 on the X date so perhaps it may make sense to sell prior to qualifying for the dividend? Do you share the sentiments presented in this narrative? Thank you. John

Q: When does PNG next report? Can't seem to find the date anywhere. What's generally expected and what does 5i expect?

Q: Greetings 5i,

Thoughts on MPLX? 8%div, good last quarter, and shares a project with ENB I believe.

Cheers!

Q: Wow - did I ever screw up! I bought PKI shares on October 30 not realizing there was a deal already in the works with Sunoco. It appears to me that I lost half my investment in a week. Can I use this as a tax loss?

Q: Does 5i have a podcast I can watch occasionally?

Q: Hello team,
Based on a bit of research I have done, I would like to buy these companies in the following order: ASML, SMCI, ANET, AMD, AVGO, SITM, ARM, PWR, PLTR

I am buying them to further focus my portfolio on AI for the next 5-10 years. I already have the hyeprscalers and the usual AI suspects but, somehow, I missed on the companies listed above.

Please deduct as many credits as needed for the following questions:
What do you think of this list?
Would change the order based on their resent declines/Valuation?
Would you drop any of the above based on their excessive valuation which may not meet the expected growth in next 5-10 years?
Would you wait a bit more before you buy or just proceed today?
Is there a better company that can substitute any of the above based on moat in AI? Any other company that you think I should also consider?

Thank you as always for your invaluable help and insight. (Without you I would have quit investing a long time ago!)

Q: Greetings 5i,

Your thoughts on DEFN amidst all this Rare Earth hype would be appreciated.

Cheers!