Investment Q&A

Q: It has been reported that various companies are going to invest 8 trillion dollars into the U.S. economy in the future. What companies/sectors do you think will benefit the most from this investment?

Q: Sell or not, and proxy for sales in your opinion.
AC, TECK.B, CS, SES, STLA, ARE, CVE.
XBI-N, HD-N, NIKE-N,

Q: The rumour today is that Trump's team is about to announce their first trade deal. It sounds to me like England. Assuming that more of these follow and perhaps increase in frequency, sentiment will change and I personally expect a risk-on environment.

Please list the 10 equities from the US and Canada (in any sector) that you project will move most aggressively over a 3 month period in an environment where trade deals are the daily news and not negative bluster. Note, I am not asking you to asses the probability of deals, just the 10 companies that are poised to benefit most in terms of share price. Note that these can be risky companies but if they are, please state that and explain why the upside makes up for the risk.

Please take an extra credit and state whether each suggestion is a short term trade or a long term hold.

Q: Can you comment on company financials and if it is worth starting a new position?
Is the forward dividend yield of 10% sustainable or it's a value trap ?

Q: Hi 5i,

May I please have your current thoughts on EV makers other than Tesla (which I already own)?
Are companies such as Rivian, Lucid, BYD, Nio etc. (or any others you can suggest) worth investing in as a stock?
Multiple questions here, but if you could give a brief breakdown of the more viable companies and their investment merits (or not) that would be great.


Thanks!

Q: Juicy dividend, good balance sheet. Would you recommend this one? Risks? Thanks.

Q: I have been looking at both Stellantis and Mercedes Benz (via ADR) as potential investments. Both pay above a 6% dividend and both have performed well on a year-to-date basis. It seems as though the dividend for each is paid yearly: is this accurate? Also, would either investment be sensible for someone looking for stable dividend yield with some growth of the underlying investment? Any insights will be much appreciated. Thanks so much, and I look forward to your commentary.

Q: Which do you prefer a five year hold?
Thanks

Q: Would you be so kind as to provide an update on this auto company? It appears to be an inexpensive growth company with EV opportunities.

Q: In order to get in to the auto sector especially E.V. What is your opinion about Stellantis NV (STLA). which gives access to both U.S. market and European market.

Q: I currently have a new position in GM (entry approx $53), ;
- I also have a new small position in STLA ( entry approx 17.50)
- I'm also looking to add a small position into Ford
Questions are :
-1. Your thoughts on the best of the three.
-2. Would you own or add to 1 , 2 or All of the above, Or None of the above for that matter.
-3. What would be a top, reasonably safe, growth or need to own choice in the Automotive sector going forward in this rapid evolving environment ?

Thank you in advance
Good job to the team, I appreciate your service!