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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: A number of these Small/Mid Cap companies have pulled back recently (other than CLS). Do you consider these companies all buys at current prices? What would be your top 5 picks from this list?

Thank you and deduct appropriately.
Tim
Read Answer Asked by Timothy on December 30, 2024
Q: I just listened to episode 09 of the Monthly Rollup mediacast. Thanks for your great work there.

I have two questions.

I'm very interested in the ETF based on quality companies and also in the diversity (ex-US) that this one offers. However, the 5-year chart on it seems quite flat. Am I missing something? Steady growth, even if slow, seems to be what this thesis offers.

By the way, I couldn't find the TTAI fund on the FCF Advisors website. I did find it on Yahoo. The holdings presented in the mediacast seem more similar to the ABLG fund on the FCF Advisors website. Would you recommend one over the other?

Also, I am interested in Knead Inc (KSI) but the price seems to have run up. Do you consider it a worthwhile buy at current levels ($5.75)?
Read Answer Asked by Kevin on December 27, 2024
Q: Just joined the 5i community. I am thinking about replacing some of the micro/small caps with some stocks in the growth portfolio. Which ones would you keep in order of preferences?
Read Answer Asked by Patrik on December 20, 2024
Q: What precious metals are known in the ring of fire in Ontario? And are top investments small cap or otherwise are there? Txs
Read Answer Asked by adam on December 20, 2024
Q: Someone sent me a useful update on PLUG just over a year ago - I would appreciate an update - inc current prospects - as it looks as though it might be making a base etc and I wondered if they had got their financing sorted. On PTK do you know who offered them financing and if they are a credible - and supportive - player.
Read Answer Asked by Mike on December 20, 2024
Q: Hello Folks:

Now that Chairman Powell has clearly stated that people should NOT expect aggressive rate cuts, how do you think it will impact Small caps? Will they languish for some more time?

IF, a big IF, Small caps do come alive, do you think one should hold more of Small cap growth or Small cap Value?

Also your word of wisdom about buying Small caps over Mid caps? Wouldn't the latter (Mid caps) benefit more if the interest rates remain the same, more or less? Here the assumption is that the rate cuts will benefit Small caps.

Many thanks in advance!
Read Answer Asked by Savalai on December 20, 2024
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