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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: Hi 5i
You mention that you lost confidence in smci. Does that mean it's in the penalty box forever or put another way, what would it take for you to consider ever investing in it again?
I'm interested in your thought process as a fund manager.
Is it just a matter of time passing with no cockroach sightings or would management have to change etc..
I no longer hold it but may reconsider one day.
Thanks
Read Answer Asked by mike on November 19, 2024
Q: Hello Team,

I have been with the above stocks and seen their highs in my portfolio. The punishment for not selling however is to see them crash and burn. Some I still have some money left in and some I have lost 98% of the original investment (APPS).

So, should I just sell them all or is there an argument that one (thinking MGNI) may be worth keeping.

Thanks for all the help! :)
Read Answer Asked by Saeed on November 19, 2024
Q: How much money does the average person need to save to have a decent retirement?
Read Answer Asked by David Michael on November 19, 2024
Q: Good day,

I am setting up TFSA and FHSA accounts for an 18-year-old with a 15-25 year investment horizon. The goal is to contribute the maximum annual limit each year, which is $7,000 for the TFSA and $8,000 for the FHSA in 2024, and continuing at those levels in subsequent years. From an aggressive growth perspective, without restricting the investment options to Canadian markets, what would you recommend? Also, do you recommend making an lumpsum investment or spread the purchases over time? If so, how do you suggest I spread the purchases.

Thank you
Read Answer Asked by Vee on November 19, 2024
Q: I have some cash that I would like to put to work and I have small positions that I would like to reduce. My main objective is growth with a bias towards low beta equities at this time in my work life. I am about 4 years away from my planned retirement.

These are most of my held equities along with weightings. NVDA 13.3% CSU 6.4% BN 6.4% SAN 5.4% SHOP 4.8% CRWD 4.3% TOI 3.8% VRT 3.4% ENB 3.2% BIP-UN 2.6% BEP-UN 2.3%. The following are 1-2% positions 13.5% as group; COST TD ATZ BNS AMZN TTD PANW PRL BRK.B. The rest are< 1%/each approx 10% as group BCE ASML HPS-A TMDX ISRG TMO GSY ASPN DELL SNOW NXT.

I plan on continuing to hold most of these positions including the smaller positions (<2% positions). I would like to reduce the number of these smaller holdings.
Could you please rank these smaller positions with the keepers at one end of the spectrum to goers at the the opposite end of the spectrum.

Thanks for this.
Read Answer Asked by Geoffrey on November 18, 2024
Q: Hi there, your thoughts on CTS post results on Nov 12?

Looks like the stock has had a nice run back up to 3.60 from 2.90, is it possible that 3.00 is now established as the bottom?

Anything you found interesting from the results or conf. call that would have the markets push the stock back up from 2.90?

Is it still considered cheap based on 3Q results and 4Q/full year guidance?

Can you please provide adjusted rating upgrades/downgrades by analysts after 3Q results?

Thanks!
Read Answer Asked by Hussein on November 18, 2024
Q: CAE has been another good news story for me this week. Finally they put together a decent quarter, at least in my eyes, what do you think about their qurarter? I know one quarter does not make a trend but I would hate to get out of something after a good gain. Now it is nearly at $31. Is this fair value for CAE for the near to mid term. At this price there should be no tax loss selling on CAE this year, right? My discipline tells me to sell but does your expert opinion shout, "gain for the long haul"?
Read Answer Asked by Paul on November 18, 2024
Q: Hello 5I. I’m at break even with Smci. Should I hold or move on and catch the next train up?
I presently hold NVDA,AXON,VRT. I’ve done very well with the other three, thanks to your us side suggestions. If I move, what would be your picks.
Thanks again for your great work
Maurice
Read Answer Asked by Maurice on November 18, 2024
Q: Paramount Reources POU. The Riddel Family is back doing deals which is fine by me. But I am not sure if I should sell yet or hang on for the stock fo get bid up a bit more. My risk/reward thinking was: If North America has a long and cold winter, nat gas will go up and the price of nat gas shares (for all companies) would go up and I would sell the rip. The down side thesis was: if North america has a mild, short, or worse mild and short winter, nat gas pricing would stay low, POU would still pay a 7 per cent monthly dividend and the share price would bump around in the $25 range. In short, limited downside with potential a good upside. With this deal that has all changed. I think I should sell POU and get back into ARC. So what do you think? If you do the math is $32 too cheap to sell POU? If so, how much more could arbitrage drive up the POU share price? and is switching nat gas horses from POU to arx or another stock a good idea (even though winter again has not arrived even though it is mid-November!!!)
Read Answer Asked by Paul on November 18, 2024
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