Investment Q&A

Q: May I please have your top two emerging market ETFs?
With appreciation,
Ed

Q: FCTE is a Warren Pies portfolio managed July 2024 inception ETF with an active strategy holding 21 large caps. The MER is .85%. It has had a good start for its limited existence. Mr Pies seems like a deep thinker. Could you opine on the published holdings and any other thoughts you can share regarding the manager, his history and the strategy. Obviously too new for a strong recommendation but your preliminary sense on this one would be great to have. Thank you.

Q: Hi,
To Arnold's question on SMCI, "some people" seem to have known about Hindenburg's report on SMCI's accounting irregularities! That explains the drop? This coupled with CAVA's meteoric rise and sudden sell of makes one wonder if the system is "rigged"!!

https://hindenburgresearch.com/smci/

Q: Hi 5i,
Could you compare CVX and XOM ? Which one would you prefer at the moment ? Thank you

Q: Can you provide a review of the short report on SMCI? Thank-you.

Q: Do you know why SMCI dropped over 8% today?

Q: whats up with earnings catalyst details on any numbers thanks

Q: Good morning,

Could you pleas offer your opinion on purchase of Atlas Energy.

Thank you
Brad

Q: Hi Everyone at 5i!
I have a 27 year old nephew who would like to open a TFSA. He is putting $5000 in to start which he will gradually add to. He is looking for a growth ETF concentrated on the US market. Would VFV suit his needs, or should he consider something else??

Cheers,

Tamara

Q: Hi, as a follow-up to my previous question regarding a switch from Google to Microsoft. Would you expect similar returns in the near term or do you favour one over the other? Thanks

Q: Hi Folks,
Trimming some ABBV and PFE in my RRSP account. Thinking of adding either ISRG or LMAT to my somewhat balanced account. May I have your opinion as to which one you favour today and why? Thanks

Q: Thanks, 5i for your efforts that have meaningfully helped me to a more secure retirement which I am enjoying now. I do have a question: please can you compare and contrast PLTR and KXS going forward?

Henry

Q: Have held Google for some time and pleased with the return but wondering if you think the breakup talk will hold it back in the short term. Is there more upside potential in Microsoft near term or would you hold both? Alternatively is there another name you would prefer outside of the Mag 7?

Q: Hello 5i team!
You often seem bullish on tri. I know it's grown in the past year and I know you're not fans of analyst predictions, but the one year estimate is about $220.50. can you please explain why this would be a good investment today for the next couple years, and/or offer a couple other better growth ideas? Thanks!

Q: A Market Call guest, Gordon Reid, was very negative on SBUX, saying that they are wrong to borrow money to buy back stock. I disagree. With a return on assets of 14% and a dividend that is well covered by earnings, I would argue that loading the balance sheet with low-cost debt to maximize return on equity is a sound strategy. Who's right?

Q: hi, in follow up to yesterday, what do you see as the reason for the price decline today? Powell speech? or other things in the earnings/guidance. is this a buying opportunity?
cheers, Chris

Q: Can elaborate on your bullish thesis here?

Yes, revenue is growing extremely fast, you love the stock momentum, and they have a pretty clean balance sheet.

But, the valuation is also extremely high and they aren't earning much on the bottom line.

I typically view this type of situation as poor risk/reward. Any "miss" could elicit a sharp sell off.

How are you thinking about this company that gives you confidence in it and allows you to view the risk/reward as favorable?

Q: Good day all ! as a purchase for a 5 to 10 year hold in what order would you purchase these for US stocks and what would be a good entry price ? Thank you !

Q: Is IPAR a reasonably good value at current prices? When looking up financial metrics on several sites I get differing data e.g., PEG ratio at FINVIZ is a high 2.8 around 1 yet other sites show ratios closer to 1. From an admittedly very general review, I have the impression that this business has a reasonable good moat, a good management and favorable prospects for the next 3 to 5 years. IPAR is a much-favored company at a site I find honest and reliable (latter is Compounding Quality where it is in their suggested portfolio). It does not appear in any of the five models I have access to at AAII, where it does not qualify even for that organization’s “Shadow Stocks”. (Latter are companies AAII monitors for possible future inclusion).

IPAR seems to be a good--but forgotten-- company. Would appreciate your more detailed insight, giving your view on current valuations (PEG, forward P/E , prospects through 2027). Especially may one please have your insightful comments. Thank you.

Q: Any opinion on I Shares XUSC (3% weighted) as a hedge against XSP where there is a major portion allotted to large companies?
I believe this is a new ETF and might, in my opinion, cause one to wait awhile however considering the issuer is there any point in holding off an attempt to partially offset XSP?
Any better ideas would be great.
Thanks