Investment Q&A

Q: Hi what would be your choice for a U.S. small Cap momentum ETF
Gord

Q: Hi 5i,
COR (formerly AmerisourceBergen) and MCK are classified as Healthcare Distributors. Do you like either of these in this area? Are both worth owning assuming you like them for a long term hold in a TFSA and NonReg account?
Can you please provide your high level thoughts for your choice.

Q: Please give me your view on Norfolk Southern Corp.

Thank You in advance.

Q: Hi 5i team,

I'm interested in your thoughts on Enovix, a seemingly new technology that is moving to commercialize an improved EV battery. Less fire risk.

ALSO - a suggestion that could be highly useful to subscribers.

The 5i portfolio analytics indicates I have gaps in my sector and stock diversification. I want to easily consider 5i rated (using A+ downward) system. I currently can filter for the year of rating, and 'letter grade' rating which is helpful. It would be super helpful to also be able to filter for sector. As well, what is most relevant to me is which countries the stock revenue comes from....rather than its corporate office location. Is this possible?

As an aside - I have been working with Chat GPT a little. One example is where I uploaded a number of documents and then could interactively apply prompts/questions to the data (uploaded documents) to quickly answer important questions. Having a Chat GPT engine that includes 5i historical research would seemingly be able to cover the suggestion I noted above with little additional or ongoing maintenance. Love to get your thoughts here.

Thank you again for premium service.

Glenn Atkinson

Q: Hi Team,
What’s your view on ABNB these days? The stock has been wanting to trend higher this year so far. Is the inclusion into the s and p an ongoing catalyst? I am trying to decide whether to keep it , or sell it while I am now positive on the name . I am a little concerned over regulations such as what NY has just done to them . I was debating if I sold it using the funds to add to my positions in LMN and Well. Looking for the biggest potential long term. Would you endorse the move , suggest a different name not mentioned instead , or just continue to hold ?

Thanks ,
Shane

Q: Hello 5i, I'm looking to strengthen my portfolio and currently own these stocks and others in the consumer stapes category. Is there value in owning all these listed or should i consolidate into a couple. Also how would you rank these on strength of company and the dividend.
Many thanks.

Q: Dear Peter and team,

Thank you for answering my question earlier about non-correlated assets. Very clear and helpful. For Private equity you had chosen BX as an option (also VXX) and every subscriber knows how much you like BN/BAM :) (I must say that I am tickled by the number of folks in both print and TV media, not just you, are enamored with Mr. Bruce Flatt. A true Bromance!!)

My question is how come not many mention anything about similar European Private equities firms which are publicly traded. Google search yielded CVC capital, EQT, Ardian, Apax...

Which PE firm from the EU would you consider as a reasonable complement for BX/BLK/BAM . Feel free to add any other PE firm that you think has potential.
Many thanks in advance.

Mano

Q: Any thoughts on GROY, US listed, as a royalty corp. Thanks

Q: MP Materials has dropped significantly in price this year. Is there a reason for the drop and do you still consider it a good investment in the rare earth metals space. Is there another name that you prefer?

Q: Hello 5i, could I have your assessment of UMC please?
Thank you
Dave

Q: What do you think of Khols investment in Sephora ? With the big spend mostly behind them now. Koyfin shows EPS $2.93 in 2025, and $3.54 in 2026. Is there to much competition out there in what they sell ?
Trading at 0.6x book, cant be any worse on a Risk/Reward basis than the high growth tech stocks have been, knowing all along the repercussions on the price of those stocks, when it seemed logical that rates would continue to rise.
Gord

Q: You had a few comments about this this stock in the past month; one suggesting it being a buyable option below $152.

RBC Capital Markets has a $336 USD Target price and it sits on their Top 30 Global Ideas list. Morningstar rating is 5 with a Fair Value est. of $269. Currently seems to be a Hold among analysts. You have already some comments on recent corporate performance.

There is some noise of legal class action, yet not sure how significant this would be or whether it creates a drag on the stock. Add to the mix a new CEO.

I'd be very interested in your take on this stock given the above and its' meltdown with the market. Thanks, as always, for your insights.

Q: Good morning 5i; I would appreciate your assessment on the stock performance of NEE in the medium term based on the no/slow growth announcement today. The stock has dropped 8.2% on the news, which ironically was the same day it was selected for Morgan Stanley's dividend playbook. I hold it for modest growth and $US dividend diversification. I'll likely swap out if I conclude it has the hallmarks of an underperformer.

Q: Good day guys ..
small and mid cap stocks getting crushed here.. what names are appealing to u right now for 3-5 year holds .
thx
Mark

Q: Hi 5i,
May I please have your insight into the deal between Lululemon and Peloton?
Do you see it as good/bad/indifferent?
Is it better for one company more than the other or is it equal?
Thanks!!

Q: AEG seems unusual in terms of its extremely low dividend payment to cash flow ratio, price/book, and other ratios. Its 12% 3 year dividend growth average is very attractive. However, the negative earnings, etc. are concerning. Is this a stock you would buy? Which North American insurers would be more desirable for growth/safety of dividend?

Q: I am heavy into Tech with most weight in NVDA @ Avg. of $222. All good stocks/COs...Should I be worried? About which ones?
Many Thanks!

Q: Hi team,

Which Canadian and U.S. stocks do you see as presently having positive momentum leading to strong growth in a near future ?

Have a good day,

Jacques IDS

Q: Hello 5i,

I'm looking to get into Europe through multi nationals in the UK. Currently own Rio-tinto and Unilever. If you could name five other dividend paying companies trading on a US exchange worth buying it would be very helpful.
Thank you!

Q: Is there any difference in tax treatment between VFV and ZSP in a TFSA?