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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hello all at 5i

Was looking at the proposed transaction initiated by Bill Ackman's Pershing Square whereby additional shares of Howard Hughes Holdings are to be acquired by Pershing along with a simultaneous share buyback of approx. 5.8M shares. The proposed buyback would be financed via issuance of bonds (swapping equity for debt).

HHH appears to have a nice collection of real estate assets. Ackman has stated that HHH will be a permanent holding. Bill Ackman is a (very) smart guy but do you think HHH is a smart investment?

Thank you

Brad

Brad
Read Answer Asked by Brad on January 14, 2025
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Read Answer Asked by John on January 14, 2025
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Read Answer Asked by JIM on January 14, 2025
Q: Hi 5i,

Basic clarification - when you allude to allocation percentages in a portfolio - do you 5i - speak to the allocation % in an OVERALL Portfolio? Example (All non reg and registered investment accounts) or within a specific portfolio (i.e. RRSP etc.)?

Thank you!
Read Answer Asked by Julie on January 13, 2025
Q: Names like VRT, NVDA, SHOP have now corrected about 15%. I like to buy in these situations all the while being fully aware that I suck at timing the bottom of a correction, knowing only that I am getting a deal compared to recent highs. My questions are: Any red flags on any of these? Do you see other names with similar or greater pullbacks that are equally or more compelling? A list of those would be appreciated. Thank-you.
Read Answer Asked by Alex on January 13, 2025
Q: Hi Peter and 5i Team,

Recently, Noah Solomon has had several articles in the Financial Post in which he describes the inherent dangers of the S&P 500 due to its high valuation, warning signals from the CAPE ratio, etc. (I’m using VFV as a typical ETF).

What is your assessment of his views? What strategies might a retail investor employ if there’s validity to his thesis?

Thanks as always for your insight.
Read Answer Asked by Jerry on January 13, 2025
Q: Good day, 5I. Is it ok to sell a ETF in a RIF and repurchase immediately in a TFSA. There would be no capital gains or losses to claim. Thank you.
Read Answer Asked by Donna on January 13, 2025
Q: As Google spent US$48 Bn a year (2024) it should have very robust search engines. The startup, perplexity.ai, is reportedly valued at US$9 Bn now. Mr Bezos and others back the firm. Personally, I haven't noticed big change for quite a while in Google's searching features. Do you if / know when perplexity might be brought public, and whether is looks at this point to be close to being knock Google's searching feature away? If it could, would you expect this to have much impact on Google's profitability?
Thanks for your valued insights.
Read Answer Asked by TOM on January 13, 2025
Q: Hi 5i
Dal reported today Fri Jan 10....Delta forecasts the strongest profit in its 100-year history.....it expects 2025 to be the most profitable year in the company's 100-year history...

Do you think Delta earning/outlook are reflective of the industry in general and specifically AC?

Could this be the positive catalyst the airline needs or is management so bad its still basically a coin toss on their outlook?

Is AC expected to meet their forecast earnings Feb 14?
I meant to add to this question that the american airlines , LUV, Ual are up today after delta earning while air canada continues its slide.. why do you think that is?
Thx
Read Answer Asked by jim on January 13, 2025
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