Investment Q&A

Q: In the past few weeks you have answered questions and reviewed results on a number of stocks that generate a considerable amount of attention and endorsement by 5i
such as - HOOD,VRT,COIN,PLTR,KSI,APP,IONQ,PRL,GSY,KTOS,SOUN,RKLB,VHI,NBIS and CLS - having digested those recent results and conference calls are there any that have impressed beyond your expectations or, conversely, raised any red flag?

Thanks,

Terry

Q: Good afternoon.

I hold a +/-2% position of Westshore in a RIFF. It trades cyclically and generally in a range $20-$30, which I occasionally trade around. It seemed headed to the $30 range since the start of this year, until today when it dropped over 5% on much larger than normal volume.

Do you have any insight into what this was a result of? It happens unpredictably and infrequently.

Thanks,

Dave

Q: Do you prefer ZFH or ZHY ?

Q: The commentary about SSL and RGLD share purchase agreement states all figures in USD. I hold SSL in CAD. As RGLD is a US company and I plan to hold SSL for now, should it be journalled to the USD side of the account? Thank you.

Q: Hello 5i,
I see that DIR.UN just reported on Aug. 5. No questions have been asked since July and the last report was Sept. 2024 when you had it as a "B+".
Do you see yourselves updating the report any time soon?
Any recent changes in your thinking on this one? Was the recent quarter notable in either a positive or negative manner? Or, was it just a "steady as she goes" kind of quarter?
Thanks!!
Cheers,
Mike

Q: The above companies are widely followed here and are all reporting results between now and the end of the month. If you were to use results reactions as a "trading opportunity" which of those, if any, would you buy prior to their respective announcement.
Thanks,
Terry

Q: I like OTEX as a long-term holding, but am in a loss situation; for tax reasons, it would be worthwhile to realize this loss, and rebuy the security in >30 days. In the meantime, I am thinking of investing the proceeds temporarily in CGI Group (GIBa). I note that today OTEX "popped" by ~10% because of a good earnings report. Here are my questions:
1. Is this a good time to sell OTEX (with plan to rebuy a few weeks from now) or should I wait a bit, since the stock could be in a bit of an uptrend over the next few weeks?
2. Is CGI Group a good proxy for holding the proceeds of OTEX disposition for the next several weeks (or would you suggest another proxy)?
3. In general, what do you think of these two holdings-- CGI Group and OTEX-- as long-term holds? If YOUR portfolio included both companies, would you favor one over the other (i.e., greater weighting within the portfolio), and if so which one (based on long-term prospects and current valuations)?

Ted

Q: Rather than selling a position and buying it back 30 days later, can you double down on a losing position and then sell half 30 days later to capture the loss? I considered options...but sounds like one cannot use options to maintain exposure and still log a capital loss.

Q: Heard Cormark is being taken out and that prompted me to look at this stock again. Strong market activity and a budding revival of small caps and junior mining stocks might be good for this in my opinion. Also, a possible takeover target? Your thoughts on my logic, and if now is a good entry point would be appreciated. (Also, if you could comment on dividend growth and sustainability too.) Always appreciate your insight; thanks!

Q: Hello 5i!
I hope you all are having a wonderful summer!
Many of our municipalities in BC are starting contracts with WRAP to utilize their BolaWrap security product (sort of like a spider man web that wraps the perp from a distance).
What do you think of the fundamentals of this company? I see its share price has been hammered in the last 12 months.
For a small cap growth play does WRAP look compelling for would you as a buyer stay away?
Thanks team! Appreciate you all!

Q: Hello,

I currently hold a position in IFC and it has performed well. I'm considering increasing my investment, but with the recent pullback in SLF, it’s also presenting an attractive opportunity.

Would you recommend adding to my IFC position, selling my full IFC position to invest in SLF, or maintaining my IFC holdings and initiating a new position in SLF with fresh capital?

Thanks in advance!

Q: Confused by the reaction of these 3 names. EMA/FTS up materially and BIP.UN down so far this year. Thoughts on why? Also on EMA with a 29% return YTD the stock must be stretched. Would you suggest a switch to BIP.UN?

Q: Thoughts on Sony please. Buy, sell or hold. Thank you!

Q: Can you tell me more about Foran Mining Corp(FOM) . Especially in its longer term outlook and the insider buying and holders which drew my attention to the stock. The CEO Daniel Myerson, has been buying, so has Fairfax Financial and Canada growth fund. What do you think of the CEO? Prem Watsa’s interest? and Canada Growth fund Inc? Do they know something we don’t about the future of the company? Thank you.

Q: I am holding SYZ and up about 20% - when is the next earnings report? Do you see any catalyst for upwards movement in the short term?

I am thinking about selling and moving into one of the small cap growth stocks you've recommended, PNG, ZDC, FTG, etc.

Thanks for all you do!

Q: What are your thoughts about the potential purchase of Hanesbrands from a balance sheet perspective and also from a transformational perspective? Decent decline today...based on your response would you consider the decline an opportune time to invest?

Q: Defi down 15% of mgmt finding "trade irregularities"??....is this a big red flag...or good mgmt to ID & correct any problems identified??....have position....thanks, jb

Q: Can you compare the two companies. One went down and the other went up. I know you like adding to the winner. How would we rate these companies from risk/reward perspective. Are there any other companies in the space which could become the next NBIS.

Q: I saw your last two answers on this question and was curious what your thoughts are today after the dip? I've been waiting to initiate a position but I understand it's not profitable and they missed earnings. Would you be comfortable initiating a small position for potential huge returns in future?

Q: What is your highest conviction growth stock for 1) Canada & 2) US. Also, what is your highest conviction ETF? Thank you!!