Investment Q&A

Q: Can you recommend a proxy for zfl for tax loss selling?
Thank you

Q: Last year, about this time you listed a number of stocks you thought could do well in the year ahead. The only one of these that I picked up was Savaria, and I’m up about 30%.

I’m now curious about your thoughts on the current valuation, and specifically on the percentage of revenue from US /international and how the cheap CDN dollar will affect SIS revenue.

Thx.

Q: Thoughts on Trinity ? Has been in a gentle uptrend and has a substantial yield. How much is return of capital ? Thanks and all the best for a great 2025 !

Q: Could I please have an update on PWM? Any changes or further insight?

Q: Hi,
I'm down 25% on AVAV. I'm contemplating adding more. Would you consider this a good move? 5 year hold.
Also what would be the maximum weight YOU would be comfortable holding AVAV if it were your portfolio?
Thanks

Q: DTOL is down almost 9% this year.

Any reason why?

Sheldon

Q: Any particular reason for the unusual decline of CSU today?

Q: Hi 5i Team - Could you provide an update on Axon, its fundamentals including cash and debt positions, insider holdings, as well as its potential going forward. Also is there something we should be concerned about in light of its 10% drop today preceded by poor momentum over the past several weeks. Thanks.

Q: AXON stock has been quite weak, over past several weeks, going into the close of 2024. The downtrend has continued in January, with a horrible price action, Monday, when stock opened at $605 and quickly lost another $50.

It's 5i's favorite company, and has all the right ingredients for success, AI, security, expectation of larger spending on border/law enforcement by new administration.

Why do you think stock has lost momentum and investors seem to shun the stock and sell at every opportunity ?

Stock has broken down several support levels and after reaching a high of $698, not far ago, is languishing around $550.

What is your current assessment of the Co. and is the stock still worth holding for
investors who bought at higher levels ( $625-$650) ?

Thank You

Q: Hello 5i,
I’m wondering why Axon is down over 8% today? Have the fundamentals suddenly changed? Would you be buyers at this level? I appreciate your comments.

Q: Any particular reason for the relatively large decline today?

Q: I am considering Chubb Insurance as a defensive play.

Could I have your assessment of this company?

Q: When will GLXY listed on Nasdaq after re-domiciling to Delaware ? Would that listing cause dilution and temporary price drop ? Thanks a million .

Q: I am considering the NASDAQ stock (NDAQ).

It has a consistent record of solid earnings. With the new U.S. Administration easing up on regulations there is the potential of an increase in M&A and IPO activity for the markets this year. If so, NASDAQ could be well positioned.

What would your advice be?

Thank you

Q: Which is better to buy? Fractionl Bitcoin via Wealthsimple, etc. or a Bitcoin ETF? Why?

Thanks! Austin

Q: What would be your preferred Bitcoin stock or ETF to buy in Canada & the USA?

Thank you.

Q: Happy New Year 5i.

I want to add $14000 of Canadian small caps to the two TFSAs in my family. I'm looking at adding two of VHI, ZDC, MDA, and E in equal amounts. Can you rank them in order of preference with a brief explanation? Thanks.

Q: i trade shares on a platform that charges no commissions .how do they make their living?

Q: I am considering ETF’s VFV & VSP.

Could you give me your assessment of these two ETF’s.

Would you prefer U.S. or CDN hedge versions? Would there be any tax considerations for either of them?

Would there be other ETF’s that you prefer other than VFV and VSP?

Thank you

Q: I have a full position in CM and am up 58% in a taxable account. With CM tied more to the Canadian economy and with this economy on the verge of recession, would it make sense to take profits in CM, pay the tax and reinvest the money in RY or TD which have a larger stake in the US economy? CM has a larget dividend than RY but a lower one thanTD, although TD is affected by growth restrictions in the US. Or would you just ride CM?