Investment Q&A

Q: How would you rate how management has run these two companies over the last few years? Please include at what valuation or price point one would comfortable starting a small position, if at all. Thanks.

Q: I owned this company since it was Orocobre and traded on the TSX. It went through various buyouts and a plunge in the price of lithium. It is now traded in NYSE and a cash buyout offer for 5.85 has been agreed by the company and Rio Tinto, the buyer. The price has risen to 5.55 but the deal does not close until mid 2025. Should I sell and leave the final 5% and assume I can earn that elsewhere in 8 or 9 months? What would you do?

Q: I hold a small amount as a market hedge as the beta is -.16. It trades very thinly and has not issued any stock for at least 10 years. Going back 6 years from 2022 EPS did not grow at all. In 2023 EPS grew 63% from a low base in 2022, and sales 8%. For the 1st 6 mo. of 2024 EPS has grown 36% and sales 6%. In the 2nd Q of 2022 "Project Eagle" initiative began in an effort to revive anemic sales and margins in the US. Technically, the chart looks very positive. The company now has its first every non family member in its 106 year history, as its CEO effective September 1 2024. He had a positive 10 year track record at Coke prior to joining LAS.A in 2020. The company held its 1st ever investor day in 2023. Do you think more shares in this company could be purchased here on the confidence that a turn around is in place? Does the rational for holding and potentially acquiring more of it make sense. Please add insights you may have on the company and the sector it operates in.
Thank you.

Q: Notwithstanding the capital gains tax implications, would you kindly rank the above GAS and OIL stocks in order of PREFERENCE and SECTOR (Gas stocks and Oil stocks) to continue holding for the long term and to help me decide on which stock to sell in order to raise cash for an upcoming major purchase. Thank you.

Q: hi folks:

can you pls provide an update on this tin miner?

i have always enjoyed the dividend, yet it appears they have increased it as at nov 2024

thanks

Q: I'm down 21% after the drop on ASML today - does the news today mean a valuation change, and would you consider it a sell? Thanks.

Q: How does one know if they are "catching a falling knife" vs. buying a stock at a good price? For instance, I've been following DRX and the stock has been falling consistently for several months now. 5i has often recommended buying stocks that are establishing new 52-week highs and recognizing positive momentum, but has also continued to recommend DRX.

Q: I would like to invest in the space, how would you suggest allocating between these linked companies based on risk and reward?

Q: For greatest return potential 1-3 year timeframe regardless of sector for TFSA, which company would you choose for CDN stock and US stock. Thank you!

Q: With the AI revolution in its first innings and data centres needing more and more energy to run them, and with the MSFT deal to open up the nuclear power plant on Three Mile Island is it time to start a small position in stock LNG? Would appreciate your thoughts. Thanks, Lesley

Q: I currently have a small loss on a small position in Elevance Health. Very poor momentum in the stock currently. I am considering a switch to UNH, but note that it trades at 2x the PE of ELV. What are your thoughts on adding to to ELV at these levels? Or adding at lower levels once it levels off? Would you make a switch to UNH, or abandon this particularly area of the healthcare space for another area such as devices or biotech?

Q: Is there any concern at this point around the deal closing? Can you assign your estimate of a probability? thx

Q: What is the latest on the Nuvei deal?

Q: Everyone, I have seen questions on rebalancing. When should investors rebalance our portfolio? Yearly? Semi annually? Quarterly? FYI I don’t rebalance and I only make changes if a stock has significantly changed firm my original reasons to purchase. Clayton

Q: With the repatative hurricanes in USA and the flooding and devastation occuring, there will have to be a large rebuilding of homes and businesses, Which Sectors will benefit from this? Which Canadian and US companies will benefit? Does the lumber duties have an effect on the Canadian lumber industries response?

Q: Which would you choose at today's levels: AXON or TMDX? Thank you. Appreciate your insight.

Q: Hello Peter,

Would you invest in SMCI at this point in time? I bailed out when the news of the investigation came out. At the same time, the company insists their shipments are going great guns and they have a superior product.
Regards
Rajiv

Q: Good morning,

If you could pick just one, would it be BIP or BEP. And why?

Thanks

Q: Will the hurricanes in Florida be positive or negative for FSV?
Thanks for your thoughts.
Ian

Q: May I have your latest thoughts on SYM? Has its momentum improved? Are they still reducing their debt, generating positive cash flow and increasing their top line revenue? Are insiders increasing their positions? Still an “show me” story? Any thoughts you have would be appreciated.
Regards,
Jim