Investment Q&A

Q: VHT is hitting some lows, being effected by UNH which is a 4.7% position of the fund. Do you see upside from here, or is it a cautionary sector right now? How do you see the sector going forward? Thinking of stepping in as my healthcare part of portfolio is low. Thanks.

Q: Fiserv has slid approximately 15% today. All I see in the news reports is 3 upgrades to "buy", so I am interested to know if you have any insights that may cause such a precipitous drop in price. Did I miss a share split or something?

Q: All of these stocks I have positions in and would like to add only if the price is right. Can you give me a target number for each stock listed? CRWD, PLTR, SOFI, AMD, GOOG, IWO, META, AMZN, GSY, UBER, L, DOL. Take as many credits as you need. I'm 33 and these are for retirement so long term horizon.

Q: I'm down 10% on AMD, do you still think it has good potential. Saw a youtube video saying it's about to 100X haah. I have a small position and considering adding here let me know your thoughts!

Q: I am taking a tax loss on Magna, could you recommend a few industrial names for replacement with a dividend?

Thank you

Q: I know 5i doesn't like to give out portfolio weighting advice so I won't ask .... I'm considering increasing my position in GDXY to 10% { from it's current weighting of 4.72% } . With the US dollar on a rather steady decline, and Powell unable to lower rates due to tariff inflation .....I think the outlook for gold is positive .....

First given the first two facts would 5i consider this a conservative , moderate risk, or risky approach ? ..... And second what dollar amount would gold have to drop to take me out of the black of that currently 42.3% dividend {That yield is from TD Waterhouse feel free to correct it if it is wrong } ..... ? In spite of the recent drop from my purchase price { down 11% } I am still way in the black collecting my rather large monthly dividend ..... I would like to know how much the price of gold would have to drop to put GDXY in a negative position relative to it's current yield ?.....

Though GDXY has only existed for a year I imagine a correlation between the movement of the price of gold compared to the movement of GDXY unit price could be calculated..... I just don't know how to do that ....... Thanks for you terrific service ......

Q: Good morning,

if you had to pick one of these which would it be and why? Historically who has performed better.

Q: First…. Thanks for getting me into this stock. I am currently looking to add to it at around $33. On my Direct Investing site PRL is considered to be undervalued with a FAIR VALUE of $222. Would you please clarify what this means. I gather it is based on earnings growth. But does this mean $222 TODAY? Or $222 in the future for example 1 year,3 years, 5 years? Thanks.

Q: Whose share price will benefit the most from the lng export terminal opening on the BC coast? Thank you

Q: Hi, I'm looking for a financial company with a significant dividend (above 3%) for a long term stable hold with some growth. I already own MS, JPM, XLF, and RY (CDN). Which of my choices (ING, HSBC, RY (US), LYG, NWG would you choose? Do you have any better alternatives?

Q: Hello Team,
Could you give me a short commentary on both and which would you prefer for total return over the next couple of years. I already own Telus and wonder if there would be too much overlap to own both.
Thank You,
Barry

Q: What are your top 5 Canadian dividend picks for these uncertain times? Looking for capital preservation and dividend sustainability with a 5 - 10 year time frame.

Thanks so much.

Q: Do you think, TOI will also make a cut to the list of possible compounders, in Canadian small to mid cap space, over next 5- 10 years, in addition to the names, included in your reply to Jeff's question ?

Thank You

Q: Can you provide an updated view / outlook got this name?

Q: Can you give your thoughts on the TGH acquisition. Do you like the deal. Did they overpay? Do you like the business, value proposition and would you buy the stock.

Thanks

Q: Can you comment on the bought deal financing. Seems like a lot of dilution. Thanks

Q: When does Galaxy enter the Nasdaq?

Q: Looking for a generous dividend with some growth and reasonable volatility for a long term hold. Which would you suggest? Are there tax issues with a royalty company like FRU?

Q: Can you please comment on Interments quarter just announced? The numbers are hard for me to interpret because a number of properties have been sold.. Yet they apparently were sold above NAV, and company has been buying back shares at a very rapid pace - I believe they bought back 4.4% of their shares in 2025 already. How do you interpret the numbers (eg. FFO and AFFO) as well as the share repurchase programme?

Q: Does CSU and PLTR operate in SAAS industries and are there any similarities in the business in which they operate?

Thx