Investment Q&A

Q: Thoughts on SPSC results and the market reaction? Is it OK to own?

Thanks!

Q: Good morning 5i team

TD's Oct. 10 news release regarding reaching a resolution of Anti-Money Laundering issues with US regulators stated, among other things that

"The total assets of TD's two U.S. banking subsidiaries (TD Bank, NA and TD Bank USA, NA) ("US Bank") cannot exceed US$434 billion (total assets as at September 30, 2024)"

I could not see any reference to how long this limitation applies. Does 5i know how long the limitation is to be in place?

What is 5i's view of the impact of this restriction on TD's ability to grow its overall company, broadly speaking, over the next few years?

Thank you

Thank you

Q: There are a few parts to this question...
I'm bullish on Bitcoin longterm and think it will appreciate well in the coming year or so and overall in the next few years (despite still being volatile).
If one were to borrow and invest in a non registered account:

1. Can you write off the interest expense if you buy Bitcoin from an exchange and hold in cold storage?

2. If you buy an etf -and can write off the interest expense- what are the trade offs in buying a spot etf (FBTC) vs. a yielding etf (BTCY.B)?
My thought is the monthly dividend payment on a yielding product would be about twice the interest expense in this case so that would be a benefit over the spot etf if there's sideways price action or bitcoin volatility. Can you comment on the basic tax implications of this plan as well as the investment plan. All things considered would it be preferable to own the spot etf? Any other thoughts or suggestions would be welcome.

Thanks very much

Q: Did WCP report the other day? Can you please analyze the results? Thanks

Q: Your current opinion please. Thx

Q: Hello

Could you please provide the street estimates for Today's Earnings release.

Thank You

Q: Hello 5i
My patience is running low on CELH LULU ADBE. I'm considering switch to KKR APP SFM. I'm looking for growth with a fairly high risk tolerance.
Could I have your opinion on the growth prospects on all six of these and which would be your favourites please?
Thank you
Dave

Q: CEO Arkady Volozh has plans and cash to deploy and little no debt, is there a business here? Your general thoughts please, thanks.

Q: What would you recommend for stock analysis software, similar to VectorVest but less expensive. I know nothing can predict the market, but it would be interesting to see what kind of info the analysis software generates.
Thanks!

Q: If President Trump is returned to office on November 5th, and given his promise to unleash American oil and gas production, would energy service stocks experience a significant tail wind. If yes, please provide your top suggestions, both U.S. and Canadian. Thanks

Q: For argument sake let’s say ChatGPT slowly takes market share from Google search over the next several years. Are you still as bullish on Google as you are today? Outside of search where do you think the growth is coming from?
Thanks

Q: Could I get your current view of BPF.UN. Your report in late 2023 indicated some caution.

Q: I am baffled by the decline in Car.un from $56 to $48,with declining interest rates.Can you shed some light on this?

Q: Retired, dividend income investor. NRGI (the income ETF of Eric's) has been around since March 07/22. I've owned it since Oct 2022 and am basically flat.

The last question on NRGI was roughly a year and a half ago. What are your current thoughts on it's performance since inception and how it looks going forward?

For perspective, this is a smaller position for me, while I have a very full position in Eric's NNRG ETF (which has done incredibly well for me).

Thanks....Steve

Q: Hi Guys,

I have a half position with KKR:US, would feel comfortable with a full position after their most recent quarter?

thanks

Jim

Q: Hello Team,

Can I get your thoughts on Gold over the next few years. I currently have about 3% of my portfolio in Gold stocks and thinking about increasing to 5-6%.

Where do you think the market in general will price Gold stocks? Do you see an "AI" type frenzy at all coming with gold prices heading towards $3000. I feel most companies are under priced/valued.

Can you give me your top 3-4 high growth gold stocks.

Thanks.

Q: Hello 5i! Prices seem to be dropping on these over the past few days. Would you be comfortable buying them, and in which order please?

Q: Hello! I invested some of my young son's money into bkcl, thinking that Canadian banks are reliable and it will grow over time. The fees for the ETF are high, but it pays about 12% dividend monthly. It actually pays more, but I have deductions as I don't live in Canada. What is your opinion about this kind of etf, ie based on Canadian banks, high management fee but very high regular dividend? Thank you!

Q: In the most recent reply to a question on CTS you mentioned you'd send out an email that same day (Oct 24) providing more information - I haven't seen said email if it was sent?

I've held a while and am ready to move on, but looking for 5i's final comments since the corporate update.

Q: Portfolio analytics is not allowing me to enter the new AW into the edit portfolio section since the changeover from AW.UN. Am I missing something?
Thanks.
Debrah