Investment Q&A

Q: Hello, I just read an excellent article in today’s Globe & Mail written by Norm Rothery. He discussed how a momentum investing strategy has significantly beat benchmark indexes for many years. I would not be able to run the numerous screens and perform the frequent rebalancing that this strategy requires. Are there any Canadian ETFs that follow a US or Canadian momentum investing strategy? Many thanks for the great service that 5i provides.

Q: Can you please comment on the market's negative reaction to RBA. At what price would you buy this company as a long term hold?

Q: With most stocks drifting lower, can you find and name a few stocks you like with good upward momentum? Doesn't matter of size/sector. Thanks.

Q: Please provide your comments of the quarterly report, and the outlook for BTE.

Q: Hi Team,
For this question I will reference TWLO, and Unity but really this is more of a general question. Unity used to be a past favorite. Now it seems, that 5i and the rest of the investment world is so negative on it. I am an investor in both these names and have been killed on them so far. Both were bought with a long term view in mind and both were considered at one time to be at the "heart" of future tech in their niche. Unity with the 3-D tech in gaming and other applications, twlo with its digital communication of things. Has this story really changed? Is it worth dumping these names now after 80% haircuts? In 10 years will we look back and say, Dam! Why was I selling these names and not buying? (oil stocks 2 years ago) . I note that Cathy Woods continues to buy both Unity and Twlo almost daily. Today she loaded up after Twlos big sell off. Same with Draft Kings. If she's buying them they must be considered on the forefront of future tech according to their firm. Not sure what her credibility is like these days due to the downturn, but at one time I thought her research was pretty good. Shes doing pretty much the opposite of the market right now. Who will be right in the end? It seems she will either be a hero at the end of this, or her funds will be toast one of the two. The market is a brutal place right now in the Tech sector and very frustrating. It's painful to watch the same analysts now dumping names where only a year or 2 ago they were praising the companies as innovators and pumping them for their future prospects in a growing digital world. It's not a wonder why people get to hate the stock market and trust no advisers. Some say big firms on wall street almost orchestrate this kind of thing, flushing out the little guy scooping up their shares so they can buy them on the cheap, knowing down the road they will make a killing when momentum shifts. (Conspiracy maybey, but sure seems to happen this way over time). Your thoughts on things as a whole would be appreciated. Thanks!

Shane.

Q: Can you please rank the above financial holdings by value, safety and growth. What would you recommend as a top US financial stock that has a significant moat?
Thanks!

Q: Can you tell me the debt levels and valuation of Kneat? It seems to have bucked the general downtrend for small caps lately, why is this? Is there a long revenue growth runway here? Thanks!

Q: 1. Would you replace the below funds with a 1-year term GIC:

RBF270 (RBC Bond Fund A) YTD Return -14.35 MER 1.05%
RBF266 (RBC Core Plus Bond Pool A) YTD Return -12.6 MER 1.06%

2. Would you suggest a different Mutual Fund for a fixed portion in RIF with a better going forward YTD return?


This is for a fixed portion of RIF with Mutual Funds.

Thanks in advance for your very valuable comments in this difficult market.

Q: Currently hold this ETF. Happy with the dividend but expect it may be adjusted down. Where would you see the "bottom" for the dividend rate over the next 12-24 months and what will influence it? What are your thoughts on holding this long term as an income investment. Or is it a "trader" ?

Q: Saw your "Five almost guarantees" Small caps lead the market higher.

Could you suggest 5 [or more if you wish] small caps to buy now?

Thank you.

Q: Why did HZU almost double in price today?

Q: Dear 5i team.

Now that Bitcoin seems to be forming a base in the 20k usd range, can you update your thoughts on:
1) The risks associated with owning crypto?
2) The best way(s) to own them? (Ie: in USD and CAD)

Any other commentary is welcome.

Thank you for your ongoing help in these matters.

Q: Given the new 2024 tax on share buybacks are there specific stocks you see most likely to aggressive buying their own shares back ahead of this ?

Q: Hi 5i team!!! Peter, as always , I really enjoyed your article in the National Post on Saturday. The inevitable question is…. What 5-10 small caps, which fit the criteria outlined , would you suggest for future gains when the market recovers? And would buying the Russel 2000 be a way to take advantage of such a potential rise of small caps in the US??
Cheers,
Tamara !( I asked two questions here )

Q: I have to sell some shares for a RRIF payment. My two choices are KXS or Shop; which would you advise? Thanks.

Q: Good day, what are thoughts (conviction) on this stock after its latest results? I'm thinking of averaging down. Thanks

Q: Hi Guys

Could I please get your thoughts on Open Text earnings, where it falls in terms of historical valuation, and whether you see it a buy over a 3 year time period?

Thanks

Stuart

Q: In the recent past you favoured Crwd in the Cyber security space.Why has it severely underperformed Palo Alto during this tech wreck?

Q: If a 2% tax is imposed upon oil and gas co. share buybacks, I assume that free cash flow will be directed toward debt repayment and dividend increases, with low debt companies raising dividends the most. Which O&G companies would you recommend, ( if my assumption is correct )?

Q: Can you give me your opinion on the results ?