Investment Q&A

Q: On the last quarter conference call there was a review of the earnings and potential growth in earnings per share in the future. With the organic growth and potential margin improvement from cost cutting, earnout payments dropping in future years, spin out of Provider Solutions and the potential monetization of Circle/Wisp (assuming the money spent on debt reduction and share buybacks). I expect that the earnings should improve significantly in the next two or three years. All of this ignores any acquisitions. If all this happens I figure all is needed is some patience and we should see higher stock price 3 years out perhaps significantly agree?

Q: Hi Peter, Can you provide me with your best table pounding buy in Canada and your best table pounding buy in the US. Please provide reasons for the two stocks.
Thank you

Q: I would like to add to one or two of the above dividend paying companies I hold in my RSP.
I would appreciate your preference ranking... a short comment as well if possible.
Thanks as always
Albert

Q: Good Morning

I can afford to buy only stock between dollarama and walmart
Can you give me the pros and cons of each so i may choose which one it will be going into my riff

Thks
Marcel

Q: Good morning 5i
You recently published an excellent report on which companies to buy in view of upcoming interest rate cuts. Most of them were companies with dividends and struggling with debt.

If you were to buy a no dividend or low divident Canadian company today, what would it be? Or, perhaps three, ordered from first choice to last?
Thanks

Q: Please recommend several Canadian stocks for an elderly investor with a focus on preservation of capital and a return of 5%+. Thank you in advance.

Q: Have you looked at this new class action lawsuit against CAE?
Could I have your thoughts and opinion please?
Thanks.

Q: These are shares purchased from your previous recommendations which have all made reasonable gains.
Which one(s) would you currently recommend? I have some cash to invest and am considering choosing from among these 6.
Regards

Q: Hi, I notice there are no covered call ETFS in the income portfolio, is there a specific reason for this, and is there any of the many out there that you would consider.
thank you,
James.

Q: Hello 5i's!

In your opinion, what strong Cdn or US companies look like excellent entry points or adds after yesterdays market drop and todays losses?

Thanks as always.

Q: Read the Q&As almost daily for several years now.
Senior, retired and living on government pensions.
My question is about a growth-oriented TFSA cash allocation of about 10k or less than .75% of total equity portfolio. Will not need the funds for another 34 months.
Understand you cannot indicate position size or provide personal advice.
Current TFSA holdings in order of largest %age gain to biggest losers in TFSA is: TFII, TRI, DIR.un, DSG, KXS, LMN, TOI, TVK, EQB, DOL, DOO, PMZ.un, TIXT, REAL, S, HOT.un, EGLX. Top 10 are in excess of 1.50% of position size. Bottom six are headed for exit ramp in due course.
Across entire non-reg and TFSA portfolio am underweight Cons Cycl, COMMS, Industrials, Healthcare and international multi-sector.
Pondering adding to existing or a new TFSA position to add to the 40-plus I already have. So how would YOU allocate this 10K today?

Q: Thoughts on the quarter please?

Thx

Q: I have recently become aware of the potentially valuable AI aspect of the otherwise uninteresting (to me) bitcoin mining business. Which firms are best situated to profit from AI?
Best regards
David

Q: Thoughts on the quarter? Stock down about 13% (on a down day in the markets). Over done?

Thanks

Dave

Q: Good evening,
Could you please offer your opinion after their most recent update. Could anticipated future financings cap the stock for a while?


Thank you.

Q: What are your thoughts on owning this etf which would provide exposure to a number of renewables versus owning one, say BEP.UN.

Thank you

David

Q: Tough question for you guys. Can you give some stocks on either Canadian and/or US exchanges that are reasonable TotalReturn proxies for XIU over a 1, 3, 5, 10 and 15 years or more time horizon.

Q: Bitcoin

Now both Trump and Harris want to support BITCOIN Why?? there are millions of young investors ( VOTERS ) age 20 to 39 They will all vote for whoever has best platform on BITCOIN and they will VOTE

What is best way to play this, ETFS there are now many , even ARK and FINK

has them now What about Coinbase \RAK

Q: Why have you not increase the % owned in the growth portfolio ? What factors would you like to see before adding to TVE?

Thanks

Q: I have held BYD since 2013. I paid $18.32 and never considered selling.

Can you explain why it now behaves in such an erratic manner ?
Is it a sell?