Investment Q&A

Q: In my mind, AI was a threat to DUOL since I thought it would lower the bar considerably for people to use the open source to create a language conversion program. But I've seen many like 5i and other growth investors really like their runway. It's there any merit to my concern, or is AI in fact increasing their moat or enhancing their first-mover advantage?

Q: As per Martin Pelletier's article in the Financial section of this morning's National Post, I believe that oil (and/or oil & gas) will be a good hedge against general political and market turmoil this year. Would PDBC be a good alternative?

Q: Peter

You received a question about Tourmaline exporting gas to western Canada LNG facilities. They are a partner of Rockies LNG group which is trying to do just that: rockieslng.com

Q: Given that you chose 4 Canadian companies in response to my earlier question, as a follow up question, would you kindly pick 4 US stocks that you believe could increase in value by 1000% over the next 10 years. Each must have a current market cap of at least $750M. Please provide a short reason for selecting each stock. Thank you.

Q: I recently stumbled on this company and gambled on a small purchase. It doesn't trade much which I dislike but there are other things that I do like (stock options instead of salary expense/R&D financed by large partners/green product/innovative etc.). What are your thoughts?

Q: Good morning,

In light of this morning's news in the G&M re-TD, have your views changed at all following your answer to yesterday's question regarding the outsized drop in the share price beyond purely the 9th being its ex-dividend date?

Q: Follow up to my earlier question about TD. Your response was that all banks are being hit today. As of now (3:45pm), TD is down over 3% while others are down less than 1%. Can you offer anything to explain why TD is leading the pack by such a wide margin?

Q: Good morning. I've held NPI for a number of years and recent weakness has brought prices down to my cost base. A new analyst report from National Bank considers the stock to be undervalued and I'm considering increasing my holdings. I already own BEP.UN.? Your opinion on a price rebound for NPI.
Thanks.

Q: CCO Stares up sharply yesterday along with other Uranium Shares. Uranium hit $ 91.00 a pound recently.

Your thoughts ? Is URN.M the best play or NXE RAK

Q: Any comments on the latest CSU acquisition of Medhost?


Thx

Q: How significant is the BEP/CCO acquisition of Westinghouse Electric to each company?
With appreciation,
Ed

Q: Interested in your opinion on Ambev, the Brazilian brewing company (ABEV). If that’s a bit too far afield, what would be your top choice among the larger beverage companies?

Q: I hold BRK.B and SPYV in a non-registered account and so far, BRK has had a much better gain than SPYV. Over the next 5 years, do you think SPYV or BRK.B will have the best total return? Is the high concentration of APPL in BRK.B a concern? Do you know where I can get an accurate list of BRK.Bs holdings?
Thanks!

Q: Overall, I prefer small and mid-cap Canadian stocks for growth and accept the risk that goes with this. Currently, I do not have anything in the tech space and would appreciate if you would suggest a few names.

Thank you,
John

Q: Is it too late to buy an artificial intelligence ETF? Considering one of AIQ, BOTZ or THINQ. Which would you chose and why? If you prefer another ETF or individual company, please provide your recommendation. Thank you for your great service.

Stella

Q: With respect to a potential take-over in a family run company, does his have a coattail provision.

Thanks

Q: Setting aside currency considerations, which ETF-- VWO.US or ZEM.CA-- is better to hold within an RRSP? (I am asking this question because I know that based upon the different ways that ETFs are structured, some have less losses based on foreign tax rules and considerations.)

Ted

Q: In an answer in November you seemed somewhat optimistic on the outlook for AND . But in a previous answer in July you referred to it as " not needed to be owned " .... How do you feel about in now in the new year and why ? Thanks Garth

Q: Can I get you option on Lantheus after they released preliminary fiscal year 2023. Buy, hold, or sell? Thank you

Q: Seems to me finding stocks to create personal wealth over the long term is not that hard if a bit of effort is put into it, could be said all you need is common sense perhaps. Also seems to me the most common mistake for small diy'ers would be portfolio management, the buying and selling mostly, tax planning perhaps to a much lesser degree. 5i has provided many many good ideas as a long term member over the years, a few loosers too - dont want your head to swell too much. 5i deserves much credit to my success, thank you very much. Your investing ideas have provided several opportunities, I feel it's the portfolio managment skills you've taught me that was more important to create wealth. All that being said, could you expand on this remark you posted today, "we tend to leave some (minor) room to add if opportunities present themselves in the future" ?