Investment Q&A

Q: Value investor with some growth, 78 years old with good pension. I am slightly overweight in financials as above. I now see that I own both BKCC and HMAX. I do not seem to need both. I intend to sell BKCC and buy AW.UN to take advantage of its current situation. Does this sound like a plan or are there pitfalls?
Thank you

Q: Good Day,

I redid my portfolio early this year based on much of your feedback. And of those picks, Every single one of them was up, most significantly so, at least once, since that time. Some have returned/fell below those buy levels.

1. DRX, HPS, LMN and VRT, seem to have consolidated up a healthy amount, do these appear to be new support levels from which they'll continue to grow? Still Aces in your books?

2. SMCI is furthest from this years high, what are the main barriers it would have to reaching that high again in the coming year? In your opinion is it likely to get there within 12-18months?

3. NXT, CELH, CDNS, DCBO, and ATS all went significantly up, and almost as precipitously down. They seem to languish. I doubled down (half to full) on CELH on the first big drop in April, which seemed worth it in May, but less so now. Do you have faith in these names still? Is their prospect for growth still the same as it was in February? Are there new names in this Growth profile (or what is was in February) that you are more confident in? With your suggestions here, please rank them with these names from highest to lowest prospects/confidence.

4. AMD. Is it worth holding the 2nd fiddle? Would it be better used in something in 1st in a different space? like AVGO or QCOM?

5. DIS. Been very up and down on this half position. Worth going to a full at this point, or would you want to see the ship righted a bit more before increasing? Would you sell a Disney holding?

AMZN, GOOG, NVDA, TVK, DRX, POWL, TCS and CROX all doing their thing for me :), suggestions other than these please.

Thanks for all you do! Please take however many credits you need.

Q: I did appreciate your answer for an equivalent question for US Cies lately...It seems difficult though to find canadian Cies that have long term potential, and financial strength as large US cies..Could you name 5 canadian Cies considered as a " must have" for long term and an entry point ? Regards

Q: Hello Peter,
Why is Descartes system down on an up day? Is there some negative news i am not aware of? Is it good time to step into AlamosGold and with lower rates coming, i would have thought BEP would have recovered somewhat. .i am down about 30 percent on it.. Much appreciated for your comments

Q: I am a long term investor who is very patient and has a high risk tolerance, but must pull a few weeds. Have held the above for a decent amount of time, but wonder about 5I's opinion on whether to hold for longer or pull. Thank you for all your help.

Q: Why did WSP price drop dramatically March 27, 2024 to June 3, 2024, and then bounce back up? Also does WSP incorporate AI into their engineering methodology?

Q: Fully agree with your comment on Downside Risk Exposure. So important to understand and track!!! The problem for me is finding a free fee site to get this data or info. Would calculate it myself but it is difficult to do. With that in mind, I track the changes in the 52 week high and low and also the % change, just as an indicator. But you know of a web site that is free of fees to track the downside risk exposure of stocks???.....Tom

Q: Can you comment on WSP recurring revenue and whether it has increased or decreased?

Thanks Walter

Q: Hi Peter, can you suggest 5 good companies one might put in a Tax Free Homeowner Saving account, what would one look for here. Thanks

Q: Hi Peter, with TD results out including penalty news and CNR hanging towards low end, do you think these are close to bottom yet or expect more correction in sept due to tax loss selling? Thanks

Q: Hi I am 40 years old. I currently pay into a pension and am scheduled to retire in 2040. I have mostly been growth focused throughout my entire portfolio and am wondering when I should begin to consider a more balanced style. Ie income vs growth. Just to limit any risks. Thanks for any advice

Please list your top 5 non-tech names in order? Us or Cnd

Please list your top 5 tech names in order? Us or Cnd


Timeframe is 5-10 years unless you feel it should be shorter based on my retirement time. Thanks and please deduct any credits accordingly

Nick

Q: Hello,

IMO the strike/lockout seems to be priced in and news about deadlines seem to be noise rather than anything substantive.

Given the potential impact of this on Canada business, in your opinion what are the critical incidents that would trigger a decline or spike - duration of either strike/lockout, back to work legislation. There really is no other viable alternative to rail so the country is over a barrel.

Thank you

Q: Hi 5i,
What is your opinion of the sale and should one continue to hold NEO ?
And do you have further thought on TOI?
Also if you sell in a margin account can you buy back in a TFSA (if cash) without waiting 30 days?
connie

Q: Hello,
I am going to finally bail on AQN, which has dropped to around a 1% position; my other "utilities" are BEP.UN at 4.5% and BIP.UN at 5.8%.
The easies thing to do is to split the proceeds between the Brookfields.
Do you see an issue wit that concentration, or should I consider starting a new position on something like FTS or H for the sector?
Thanks as always.

Q: Everyone, there has been many questions asked and answered. What question has not been asked that you wish was? Clayton

Q: When members ask questions regarding buying a stock, often a distinction is made between starting a position or adding to a position. eg. would add to an existing position but not start a position.
What is the distinction between these two ideas?
Mike

Q: Hello 5I team: I am considering taking a 3% loss on CCO to free up funds for potentially more growth to buy HPS.A considering the recent correction.Your opinion much appreciated. Tks.Larry

Q: Do you have any recommendations for companies, U.S. or Canadian, that demonstrate good technologies involved in energy storage and smarter distribution systems. Any market cap is fine but fundamentals should be decent. Thanks.

Q: What is your take on ATD's announced "preliminary" offer for 7-11? The market seemed to not react to this. Some time ago they contemplated a large deal to purchase Total. That was not well received and it eventually did not go forward. If the 7-11 goes ahead, what impact will there be on the share price for ATD? Would they have to take on a lot of debt or issue a large amount of shares? Many thanks

Q: Would be interested to hear your top picks in the following areas:
metals (gold in particular, with a low cost of production); energy, food.
Thanks