Investment Q&A

Q: Hi,
Is there a Canadian economic equivalent for the US IEFA ETF in Canada? Would either XEF or XEF.U qualify?
Thank you, Michael

Q: Currently holding equal parts VCN,XEI, XIC, ZCN in a small self managed portion of my RRSP savings, was doing another deposit and wanted to see if an equal distribution amongst the above or add some other ETFs to achieve better industry and country balance, for a 15 year hold?

Q: Cellebrite stock sank 13% in Thursday trading, post earnings release and closed at its low for the day, on higher than average volume. As of 5.30 PM, stock continues to drift lower in after market.

As per your comments, earnings/guidance was, as expected and nothing really has changed. In your view, this drop could just be profit taking, after its 34% rise over last 3 months.

I find the price action today a little concerning, as if, market had high expectations and company did not deliver that, specially considering the hot digital forensics area, they operate in.

This is a favorite 5i stock and has been recommended for nearly a year, when price was around $19 ( I think ). There should be many 5i members, who follow your lead ( myself included ) and have been generously rewarded, over time ( Thank You !! ).
US small caps, however, are not well followed by Canadian analysts and we depend much on expertise of your team.

It would be really helpful, if you could take a deep dive and comment, if there could be any other factors ( competition, growth rate, order book etc ) which might have contributed the post-earning drop.

Also, do you consider this weakness temporary and with this sharp pullback, would you be comfortable to start a new position or add to existing ownership.

Thank You

Q: Can you expand further as to what caused this drop in price? Any idea as to why Net Income would be lower in 2025? Do you still consider this a top small cap pick in the US (if not what would you recommend beyond CLBT and FOUR)? Is this pullback a buying opportunity?

Q: Completely ignoring CELH's past - just looking forward - how attractive is this company's present valuation? I'm trying to gauge it based on its long term forecasted growth (i.e. present P/E and P/S). Can you comment on PEG? How do these metrics, and any other, compare to a typical company with a similar market cap and projected growth?

Q: What do you think of the recent quarterly results?
Thanks

Q: Would you be comfortable with owning a full position in both Nvidia and Broadcom?

How much overlap is there between their separate businesses?

Q: Hi 5i
What is market expecting from panw earnings today, Thursday and would you be comfortable holding going into earnings?

Who are their main competitors and where would you rank them in comparison.
Would 5i be interested in them and at what price ?
thx

Q: Very large drops in CPX, but very little drop in H. Why the big difference between the two? I own both, should i continue to do so? If you could invest in only one today, which one would you choose and why?

Q: How were GSY's results vs expectations?

Q: Just an FYI for you and your members, Questrade is now offering free trading on stocks and ETF's on all of it's accounts.
I missed this announcement on Feb.09th, so I thought it was worth mentioning.

Q: Dec '24 - Bought deal offering at $58.80 per Common Share, for total gross proceeds of approximately $460 million.

If the big boys bought at 58.80 would a current 53.00 not be "a good deal"

Do you see any tariff implications or any other down side?

Your comments please.

Q: I picked up a 2/3 position in the year-end selloff. I am up generously (for gas stocks), and now, with the earnings release, is it time to buy more?

Q: Can you explain the recent run up of price and expectations going forward.

Q: It seems that this stock lowering its price recently. Is it time to load up? What would be a good entry price? Thank you

Q: With the drop in both CLBT & ASPN today which one do you believe is the better buy today and why. At what price point would you give each as a good and great buy.
Thank you

Q: CLS or CSU - which one would you buy today?

Q: In your response to a recent question you included a remark to the effect that there’s a lot of concern about Canadian banks right now. Would you please expand on this comment in regard to the nature and source of the concern you mentioned.

Q: Worst case scenerio how much downside do you think the banks have in the next four years. RY,BNS and TD are all oversized positions. Thinking of lightening up in non taxable accounts or should I just sit on my hands ? Crystal ball gazing I know !

Q: With the weak Canadian dollar I do not intend to buy stocks on a US exchange. However, it occurs to me that if I buy hedged products on a Canadian exchange (eg. CDRs, XQQ) I will be buying US stocks without suffering the shortcomings of the weak Canadian dollar. Is this correct reasoning?