Investment Q&A

Q: Is commercial real estate at a sufficiently low valuation to make Lument (LFT:US) and its ilk desirable? Which of LFT's competitors look good in this space?
Thanks!
David

Q: What is your opinion of Advanced Drainage Systems in the Industrials space? How is the balance sheet/debt and do you see sustainably strong growth? Thanks!

Q: Thomson Reuters via LSEG Stock Report Plus (on the iTrade platform) gives LLY-N an Average Score of 4 out of 10. From my perspective, this is a low score given the momentum in the stock price of LLY-N. Any insights about this conundrum, at least in my mind?.....As it makes me wonder about continuing to hold a small position in LLY-N.....Thanks......Tom

Q: What are you thoughts on paylocity please, thanks.

Q: What are your top picks right now? Would you include recent laggards such as lulu, hps, doo or Pbh among them?

Q: I'm looking for a list of companies with a dividend yield 4% or higher who are able to support this dividend for the foreseeable future.

Q: What do you think the prognosis is for SEDG? I am trying to decide if I liquidate my now very small position or if you feel it has some recovery potential in the intermediate term? Do you anticipate the company will dilute shareholders? Thank-you.

Q: Hello wonderful 5i folks,

This is a follow up to a question asked by Connie on June 14th where your recommendation for an optimal distribution would be: 50% US, 35% Canada, 15% rest of world.

Can you please provide your best recommendations for the 15% rest of world with commentary around the suggestions?

Thank you as always!

Q: A couple of questions.
1. Do you believe we are in an AI bubble with all these high P/E ratios and continued media coverage of AI.
2, That said what would be your top 3 AI stock picks and top 3 AI ETF choices.

Thank you,
Richard

Q: pCELH seems to be in a good sub-category of consumer discretionary focussed on fitness, weight loss, and wellness.

They seem to have a good advertising and social media strategy: https://www.brandcredential.com/post/unveiling-the-celsius-marketing-strategy

The recent distribution deal with Pepsi-Co should bring new growth opportunities, and all financial metrics look great.

I was really interested in this company until I heard the Celsius management team speak to investors on a recent investor call (Everecore ISI). They did not sound very mature or well prepared.

Putting that aside, would you see any problem to own both monster, and Celsius since they are going after different demographics? Is Celsius the Lululemon of energy drinks - possibly minus the management team?

Q: Hello.

Would you please provide your top 10 investments for TFSA Accounts with a brief explanation - 5 Canadian and 5 USA without concern about diversity.
This is for a long term hold.
Thanks,
Catherine

Q: Any news for the drop today (24 june)?

Q: Crystal ball question: Would you buy XUS now or wait a little? Any other ETF or stocks you would suggest for US exposure in RIF? Much Thanks for your comments.

Q: Please give me your top three US equity ETF picks, for an aggressive investor, for the next 12-18 months.

Thanks.

Q: Hi,
Comparing Telus, BCE and Rogers to AT&T, Verizon and T-Mobile over the last year, the US companies seem to be outperforming (granted this is a short timeframe and others in the US top five: Comcast and Charter Communications aren't doing well either).

I was wondering if you have any thoughts about why the top three in the US are doing so much better lately than the top three in Canada. (Take credits as needed please.)

Thank you, Michael

Q: Looking for a long term positions 5-10 years.
Thank you,
Richard

Q: What are the net benefits of the Grail Inc spin off please?

Is Grail Inc worth investing in or should ILMN be more attractive after the spin off of Grail?

Thanks

Q: Hi 5i, been watching TMO for a bit, any news as to why it's off 2.5% today? Does it have to do with markets view on Olink purchase? What are the next few years forecast for growth and what would be a good entry point? Thx

Q: I am retired
Looking for income with some possibility of growth
Please rank rio, Russell, Cisco, aqn
Any other suggestions appreciated
Many thanks
Peter

Q: I bought BX pre-pandemic and held on , thinking that its significant investments in real estate would bottom and share price would again climb. That didn’t happen. I have been trimming my holding in BX but still hold a half-position. I stopped reducing, now again thinking that perhaps long-duration assets owned by BX would become more valuable. Do you think this is true? Or, do you think an investor is much better off to deploy cash into KKR or some other private equity? (US companies only).

Kindly give your insightful reasons, skipping the obvious please.
Thank you! :ao: