Investment Q&A

Q: Purchase ranking today, 3-5 year hold.

Q: Understanding the difference between these. What order would rank these as adds to a diversified portfolio. > 5 yr hold.

Q: All the above stocks are at a loss in my portfolio. some I've held for years. Which stocks are worth weeding? Thinking that BYD and WELL are lost causes for a while. Please give comments on each stock, why to hold or sell. I have many credits and please take them for a thorough answer. Once again, I'm counting on your feedback!

Q: These 2 stocks have been really beat up lately it seems because of the higher valuations vs results and AI fears.

But if you listen to the most recent earnings calls AI is actually a driving force behind their results, their ability to drive efficiencies / scale and is exactly the kind of 'benefit' that AI can provide (eg. combing through large amounts of data - many of which most humans don't even want to see, writing reports and synthesizing interactions etc) And they operate in industries where switching costs are huge and the barriers to entry and data privacy issues / cybersecurity is paramont.

I really think the market is wrong on these names - when do you think the shareholders will be rewarded? I realise long term that AXON has well out performed but over the past year or so it is below standards.

Q: Hello,

1)Have the fundamentals and future prospects for these companies improved or declined in the past 12 mos?

2)Does any look interesting at current levels?

Love the service and always look forward to reading your insights.

Q: Keep or Sale
US, BX,BA,CLBT,RSPH,LLY,NEU,SYF,TSLA,ZTS
cdn. bbu.un,Bam.csu.

Q: Normally, I would continue to hold these stocks – CLBT, SNOW, CSU, TRI, OKTA, HUBS, ADSK, KRMN - but all are in the red and I could use some capital losses for tax reporting. BUT all are rated as strong buys with good potential upside by TipRanks. I think only KRMN reports within the next thirty days. Would you sell any today? And would you buy them back in thirty days? Would I be better to wait until closer to the end of the year? Thank you.

Q: What is your top 5 US buys in order at today's price for each
Small cap
Mid cap
Large cap

Thank you

Q: 2nd question of the day. I have these laggards in US account. No holding of MU. Would you sell these 3 to buy MU? Also, BAM down, good time to add? I have them at almost 3%. With bringing up to 5?

Cheers,

James

Q: Do you see, in the next 3-5 years,significant upside for these stocks?If so what would see as a good entry point for each?
Thank you

Q: I have small 'starter' positions in these stocks , all still in the black with the exception of smallish losses in GLXY and KTOS, Most are in non-registered accounts. I have some spare cash and would like to increase position sizes. Are there any that you would add to at this time or would you continue to keep your powder dry for now ? Also, are there any that you feel should be let go ?
Thank you, as always.

Q: Their latest acquisition seemed to be a good move into the drone data recovery space and with their latest earnings growth and strong business model (eg. getting paid their subscriptions for the gov't upfront to provide upfront cash) and growing focus on non-government areas (eg. military or private sector w/ the Corellium acquisition) what am I missing with this company? Why are investors staying away and creating such volatility when results are good.

Headscratcher on this one...

Q: Comments on earnings?
Thank you

Q: Hello 5i,
First of all, I wold like to thank you for the "Five from 5i" in general, but specifically the "Is Inflation Higher Than We Think" article - a great read!!
Secondly, pertaining to the article about the fee reductions for some Vanguard ETF's, I notice that VIG is there, but not VGG. Would VGG receive any benefit from the VIG fee reduction, given that it isn't specifically mentioned. (unless it was there, and I missed it - always a very real possibility....)
Thirdly, I am looking for some current recommendations for my grandchildrens' RESP's. Their ages are 5 - 7 yrs. old. One Family RESP holds BN (up 112+ %) and the other holds VGG (+73+ %). I went through the existing RESP questions, but given the current volatility and market uncertainty, I thought I would ask for your current favourites, given the foregoing. I certainly like many of the options given in previous questions, but I feel that the environment is slightly different now than it was several months ago.
As always, thanks so much for the awesome service!!!!
Cheers,
Mike

Q: Hello Team,

Can you please rank these companies in what you think will be the best return over the next 2-3 years (not worried about company size or industry). Thanks.

Q: Hi, Sorry there are lot of companies listed but in summary this is three part question:

1. I have BAM2%,BN9%,BEP5%. I was thinking of putting new money to KKR or BX or APO. Should i add new money to existing positions or to new positions. Which one and approx. price please.

2. All the listed are in red in various taxable and registered accounts. Which one is good candidate for new money , which one would be sell and hold.

3. ISRG is at 1.5%. Should i go to 5% in one shot or go slowly or just hold on . This is in taxable account.

Thanks

Q: I currently have HIVE,ZOMD,SHOP,GFL,CLBT and TOI. All are less than 2% weight. Would you be buying any of these stocks today? I am a long term holder and money not needed for 15 years.

Thanks

Q: I am a 75 year old pensioner and hold these stocks in my Rrif at a significant loss:Csu -20%,Clbt -17% and Crwd -20%.Is there any point in holding on to these considering my age and probably not a long term view(say 2-3 years)?What is the likeliehood that they will each be 10% above my purchase price in that time?

Q: Hello Team,

I don't currently own any of the noted stocks, can you rank them in order in which you would purchase today based on a 2-3 year return. Thanks.

Q: CLBT has been somewhat frustrating.....seems, to my untrained eye, to be more volatile than one might expect and somewhat range bound without any significant overall improvement in its share price. Do you still view it favourably, and if so, why? Its financials are not readily seen; when does it next report and what are the expectations? Thank you for your excellent service.