Investment Q&A

Q: Hi 5i
BXSL has had a nice run up.... and still generates a 9.8% yield.
Is this a best of both worlds kind of stock? BX is something of a powerhouse company.
BXSL ok for both reliable income and decent growth?

Thank you.

Q: I have held Magna for multiple years, and with the execption of a surge in value three years ago (which it eventually surrendered), it is at pretty much my original purchase price. I have been considering a switch to Amazon, as I cannot think of a more dominant player in the consumer cyclical space. I had also considered starting a position in Aritzia, but I am not as confident in its profile as I am with Amazon. The position of this investment is 4% of portfolio, if the exposure level has any influence at all on the analysis. One potential tailwind for Magna could be manufacture of parts for battery electric vehicles, which should increase in demand over the next five years: my understanding is that MG provides many such parts to multiple companies that make these particular automobiles.

Would a switch from MG to AMZN be prudent, or is there a stronger case to be made for staying put? As always, thanks so much for your insights, and I look forward to your response.

Q: What is a good price for buying Google?

Thank you.

Howard

Q: Hi could you please provide an update on your thoughts on ALLY? Last comment was November 2022. Has had a significant run up in share price since then, what's changed?
Thanks

Q: Ulta has been beat up most recently…Can you comment on it specifically and offer any thoughts on adding?

Q: I’ve held this name for 6 years and haven’t made a cent. Global warming may ultimately be the demise of this business. Looking to replace with a high growth U.S. name. What other businesses with a market cap less than 20 Billion would you put on the same growth trajectory as CELH?
Thanks

Q: SMCI has raised cash twice in the last 6 months, arguably much more cash than they really need which has increased speculation about possible acquisitions.

From their corporate presentations we know VRT have planned to scale production of a newly acquired liquid cooling technology over 40x through the course of this year. Seems like something that would take some up front capital investment. Does your crystal ball foresee VRT raising cash? Do they need to raise cash or is cash flow strong enough to grow the business?

Thanks.

Q: May I please have your current outlook for MP Materials?
With appreciation,
Ed

Q: As Cerberas is not publicly traded, you may not have much to say but I thought I would ask. I read an article from Forbes, “Cerebras Update: The Wafer Scale Engine 3 Is A Door Opener” detailing their technology. With all of the fever surrounding AI, I found the discussion interesting, albeit over my head.
Any thoughts on their technology and its prospects to be adopted more widely? Any thoughts on weather they might eventually go public? Their web site has a link to a private equity investment for as little as $5000. Is this an option for a regular Joe like me?
Thanks In advance for any insights you very wise folks may have.

Q: AI is expected to increase data generation requiring "massive increases in bandwidth" [BAC] to transmit that data. Which companies are investable to provide the equipment to handle the data increase. What target buy prices would you advise. Please rank your top 3 ?

Q: Good day your thoughts on SNOW at this current level?

Q: What is a good exit point on paypal, do you see it going up much more?

Q: What are your thoughts on Tidewater as an investment? Momentum and financials seem to be improving over the last 3 years.

Q: Hi 5i Team,

I know you like SAIA and they have definitely had a formidable run over the last year.

Do you see the current share price as a decent entry point for a 5 year hold?

Is it an expensive stock and would you be buyers today?
Also - do you know if they own their trucks or are they owner/operator?

Thanks so much for all you do!

Q: Where can I find any information or the best write up you've seen on Mastercard or VISA's "value added services". Stuff outside of their payment network everyone knows about.
I basically only ever find information on the payment network and then descriptions of the value add stuff is super short and surface level only.

Q: Good Day,
I currently hold CNR and JPM in my RRSP. I am considering selling CNR and topping up my JPM position with the hopes of increasing the growth profile over the next 5 -7 years. Do you believe that JPM should outperform CNR moving forward?
Thank you.

Q: Hi team,
The last question on this company was 3 years ago.
Could you please give me your current assessment on the recent (five year history of) performance and future prospects? Also would it be a good candidate to consider investing now, as it is reportedly using AI ?

Q: Several of these stalwarts have taken significant falls as of late. Are any of these compelling buys? Are any generational opportunities ? Can you rank which order you would be and add a level of conviction to each once (10 being a table poounding but)?

Thank you

Q: 1) If you could only hold 10 names from 5i’s Balanced portfolio with the aim of maximizing total returns over 10 years, what would you choose?

2) Same as previous question, but the 10 names can be any security, Canadian or U.S.

Thank you!

(Public question)

Q: Hi Team,
I was debating taking a position in VRT. However, I am way overweight in NVDA at the moment in my portfolio. I was wondering if VRT is a stock that will be highly correlated to AI, and might track the sector same as NVDA? Perhaps they are too closely related to hold both? Or do you feel they are different enough that I should be holding both? I have been hesitant to trim NVDA for other AI plays simply due to the fact that NVDA seems to be the clear leader in the space and why sell the "Best"? Your thoughts please. Thanks

Shane.