Investment Q&A

Q: What is your outlook for CGNX? Is it truly the market leader in machine vision technology? Would you categorize it as a technology stock or an industrial stock?

Q: Hello, would this be an opportune time to buy the dip at Nike for a long term hold and if so, why? Thanks and best wishes for Christmas and the New Year to all of you. Martin

Q: Hello:
Even though it is a highly competitive market like everything else in this big world, it would seem to me in my little world that footwear is more of a necessity than a luxury. Nike is at a reasonable price now. Will it make a comeback and when? All the details you have time to provide.
Thanks, Ben.

Q: With the economy seemingly starting to settle down and with the cruise industry thriving would this be good time to buy ccl

Q: What country is your favourite emerging market today for the next five years?
Which ETF would you reccomend based on this answer?

Thanks very much

Q: What are your thoughts on water etfs or stocks? Should I use 1 or more in this sector? Using C$ or US$ to invest, which etf(s) or stock(s) do you recommend based to have the best potential?

Q: Could you please describe ESTC’s business model and any competitive advantages that it has. As well, could you provide your comments on their last earnings report, which looked pretty good. Would you be confident in their future earnings guidance?

Q: Hi, I have a large capital gain from TMO which I have held for many years. I plan to sell some of this to offset some capital losses. Which alternative company(ies) would you recommend to replace it? I am principally interested in holding stocks for growth.
Geoff

Q: Hello, I am down 25%+ on all of these companies and looking to do some tax loss selling prior to yearend. Can you order these companies in terms of what you would sell first? Would you rank these companies as Sells or Holds (or even Buys)? I am a long term investor, not a trader, so I'm hesitant to sell only to rebuy later, or to average down. I have some ability to do a tax loss carry back to recoup some of my losses from prior years (plus minimize my 2023 taxes).

Q: hi, in my USD account I currently hold: PFE, MMM, CRWD, NVDA and GOOGL. I want to add the IJT etf. any thoughts on positions size ( half, full) right now, based on current price of IJT? if you had to sell from my list of current equites, what order would you do it in - and would you sell any completely in exchange for IJT ?
cheers and happy holidays! Chris

Q: If the US pundits are correct and we are moving in a "peak" interest rate world this would bode well for the various forms of accommodation construction. Projections seem to suggest supply will remain tight until mortgage rates ease, and I believe that is likely as we move into the latter half of 2024.

Given that, my first question to you is do you feel that now, or soon, is a reasonable time to look into companies who would benefit from an expanding US housing market? If so, I would be interested in your take on a "top 3" home builders to invest in and then a "top 3" within the home construction supply chain. I already own a couple of lumber producers and am interested in mid-stream suppliers.

Thanks very much; Merry Christmas to you all.

Q: Hi 5i Team - If you think any or all of these three software companies are worth buying today could you give me a brief update on their fundamentals. Thanks.

Q: I have a friend who has $20,000 to invest in a relatively safe group of stocks, hoping to gain about 8% a year; his plan is to leave the funds in for at least two years. He has no preexising stocks. Please recommend one or two groups of stocks for him to invest in.

Q: I have done well with boeing in a short period and while double checking it one of the rating services called it a five . In the same report it called textron a ten , they are both US so not your mandate but if you have any opinion on possibly switching from ba to txt I would appreciate it.

Q: Giving the need for improved and expanded electricity grid, are these still your main choices? Anyone else?

Regards
JR

Q: What is your opinion on Revvity, including their forward PE. Is there any other company in this sector that you prefer. Thanks for your advice.

Q: Hi 5i
How do you view FDX earnings, it is down today over 10%....
Would you consider this drop an opportunity for 1-2 year horizon and why?

Not sure about this but Would CJT be considered a proxy, its down today also.. what is your opinion on this one...opportunity or no.

Thx

Q: I have been holding this for 2 years and it has not done much and is still down 20% even with the recent upswing in the market. Can I have your opinion on this stock and on healthcare in general (minus Canada)? if I decide to sell for a loss, what do you think about replacing it with a healthcare etf such as XLV- would XLV have the same upside potential as SNN? if not, can you recommend a replacement?
thanks

Q: Could you list some Canadian + US stocks that you would consider "among the safest" , including in case of an economic slow down .thanks for your always excellent reports.

Q: Everyone, large cap tech stocks have had an amazing year. So going into next year and next year, will managers sell some and redeploy cash or sell lots and deploy cash or will they keep there current amounts hoping for an average gain next year? If they sell this will put a downward momentum on the Nasdaq 100. Clayton