Investment Q&A

Q: Could I please have your thoughts on the quarter?

Thx

Q: Can I have your thoughts on th quarterly results reported this morning? I found the news release quite encouraging, despite a languishing stock price. The results seemed pretty good to me, they are buying back shares, they report terrific demand for their product, and they say the tarif chaos gives them more and better opportunities to expand. So why is the stock price languishing??? or am I missing something

Q: Hi 5i
I picked up some UBER @ ~69 in January. Now it is ~85 and earnings out next week. Normally I keep stocks 3 years or longer, but with 24% gain I'm considering taking profit. How does it usually react post earnings? With King Chump, you just never know when he will say or do something that spooks investors (perhaps firing Powell so he is the fall guy that gets blamed for the recession King Trump brought on with his tariff fiasco).
Thanks, Greg

Q: Would you buy Deck at this price now?

Q: MDA is showing a substantial decline after an announcement; please, how does one find out what was announced? MDA's website has no information.

Q: Big drop today and I don't see any news. Have you seen what's causing the negative reaction?

Q: Shouldn't investors be proceeding cautiously given the S&P P/E is close to 28 and a couple of red flags were announced this morning (jobless claims above expectations; McDonalds largest US sales decline since 2020)? Or am I being too much of a Nervous Nellie?

Q: A dark 2025/6 scenario would be mild recession in Canada, more serious recession in the U.S., both deepened at some point by a U.S. dollar crisis due to massive deficits and chaotic Trump. How should a TFSA be positioned to weather this? Dividend stocks versus bonds? How much of portfolio in gold stocks? How big a cash allocation? What else? Please deduct points as needed for this speculative question.

Q: The rumour today is that Trump's team is about to announce their first trade deal. It sounds to me like England. Assuming that more of these follow and perhaps increase in frequency, sentiment will change and I personally expect a risk-on environment.

Please list the 10 equities from the US and Canada (in any sector) that you project will move most aggressively over a 3 month period in an environment where trade deals are the daily news and not negative bluster. Note, I am not asking you to asses the probability of deals, just the 10 companies that are poised to benefit most in terms of share price. Note that these can be risky companies but if they are, please state that and explain why the upside makes up for the risk.

Please take an extra credit and state whether each suggestion is a short term trade or a long term hold.

Q: I understand that DSG and KXS operate in different spaces, but had thought that, as the market put April 9 behind it, they would recover along similar trajectories - but KXS has clearly taken the lead, today matching its December, 2024 high. Supposing that at least some of Trump's tariff plans come to fruition, is KXS the better investment? DGS's RoC (per your database) is far more attractive.

Q: Can you give your thoughts on INMD's earnings today? The market isn't liking the continued rev and profit deceleration, and again lowered guidance. They blame economic forces but this pre dates Trump and the recent pullback, so one has to believe their previous products keep losing brand power. They have a lot of cash, and they bought back a lot of shares but its seeming like a bit of a value trap since the buybacks aren't making up for the business decel. They released a newer product in the last year but at this point we have no clue if its going to do well. Is this still a hold for you? Thx

Q: Given that they had been put into the penalty box because of past transgressions with account openings, I had a thesis that WFC would benefit significantly from the Trump administration plan to deregulate. Unfortunately, my timing was off, the shares had already increased and dropped after I invested. At this point I wonder if I should abandon my thesis and move to another financial holding. In your view, would GS be a better investment? And why? Alternatively, although Regional banks were hit hard in the past, FITB seems to be favourably viewed; would that be better than WFC or GS? And if so, why? This is in a TFSA and looking for growth, not income. Many thanks for your excellent service.

Q: In your previous as well as more recent comments, you have been fairly positive about EXP. How do your views take into account the rather negative outlook for home builders and for the USA economy (thank you Trump)? Thank you for your excellent service.

Q: What is your analysis for Act Energy Technologies Ltd, during and post Trump Tariffs?

Q: Have I missed the ideal buying opportunity for these guys, even with a long term horizon?

Should I wait for Trump to rattle the tarrif cages again to stimulate a market selloff? At what point do we consider this planned market manipulation (rhetorical question).

What price entry point would you say is a good buying opportunity?

Q: Q : Hello 5i team

Would you be willing to complete a position on LMN today? Since it's US-centric, can the Trump administration hinder its development in any way? Is your conviction in this stock as high as ever?

Thanks

Q: I believe in international diversification, but I am currently regretting the high weight I have put on US-dollar-denominated holdings in my portfolio. Given Trump's policies to date, his career record of welshing proudly on past debts and the years remaining in his term, I want to lower the weight substantially and invest in more European, British, Japanese, Australian and New Zealand assets instead, assets not denominated in US dollars. What ETFs do you suggest for this purpose?

Q: Now that there seems to be a Trump put somewhat in place (perhaps). With a tad of uncertainty off the table do you think its time to take some profit on AEM off the table.

Its about 35% above its 200 dma and its RSI is
overbought.

Your counsel on this please?


Sheldon

Q: I am slowly working on reducing my exposure to the US$ given the recent commentary and negative sentiment. I am also questioning bond exposures given the Trump administrations decisions recently and hiccups it has been causing in the bond market. I have ensured the downside risk on long bonds and would like your take on the following:

1) If Trump causes crisis in the bond market which bond market and ETF would be least likely to be disrupted?

2) What is your take on the short and medium term risks to the bond market with Trumps economic non-strategy?

3) Is it a more reasoned decision to reduce bond exposures in favour of investing in shares of stable Canadian or European companies?

Thanks very much,

Dave

Q: What should Trump do or is it too late RAK