Investment Q&A

Q: Can you please comment on CELH earnings? Is it as bad as it looks, still a hold or starting to look like business fundamentals are on the downturn and not just temporary weakness in the energy drink sector? Thx

Q: We are seeing the beginnings of a Trump bounce. If you had money on the sidelines would you put it to work ASAP or wait a bit now, having missed this initial move I mean. Secondly, aside from defense, oil and gas and orange make-up manufacturers, what sectors would you target, if any for the near term. Finally how does that translate into specific ETFs that might outperform over the next couple of years. Thankyou.

Q: Hi, I am new (about 1 year) to investing. After being approached from the branch level financial advisor, I figured it might be best at the time. He put all my funds into two items namely:

BMO Covered Call Canadian Banks ETF Fund
and
BMO U.S. Equity ETF Fund. This one had the most funds.

Since that time I have redeemed some funds and opened BMO Investorline account and purchased about 10 different stocks/etf's. The branch level financial advisor never calls or emails any advice period other than to say I am making about 18% and should be happy with that. Really??

2 days ago a lady from BMO investment center calls me and tells me I am paying 1% in management fees and can save ~ 0.66% by purchasing BMO95722 which shows up as BMO U.S. Equity ETF Fund. Yesterday I put in a redemption request for the balance of the BMO U.S. Equity ETF Fund (on my bank account page that name doesn't have any stock symbol) and the funds will be in my bank later this morning.

What I am trying to accomplish right now is to just make enough via investments to pay for living where I am. And hopefully some growth in the value of the investments.

The question I have is, would buying BMO95722 be the right or best choice of investments.

Thank you for any assistance with this.

Q: hi folks, thoughts/opinion on Q3 results for Cellebrite clbt/q...seem pretty good & guidance increased. Also, can U please explain the difference of GAAP net loss of $207.1M, and then report non-GAAP Net Income of +$31.8M....which is more relevant in eyes of analysts/investors, thanks......PS: thx to great podcasts/webinar of both Chris White & Ryan Modesto....I took position in company a while back....if not for great information provided by 5i...would never of heard of, or invested in this company...thanks for all you do, jb Piedmont, QC

Q: Hi Folks,
Trying to raise some cash in my non registered account. Reducing the number of stocks in the account. Currently have ISRG and ABBV as my health sector holdings and both have done well. I also hold ABBV in my RRSP. All things being equal, which one would you sell. Account is growth focused.
Thanks

Q: Retired with a longterm (10+ years) investing horizon and a solid pension. My TFSA is primarily growth and all Canadian with some US exposure (WSP, PRL). I’ve got some $US I want to put to work in my new unregistered $US account. I realize you don’t want to get personal but if it were your money and you were looking to start a new US based portfolio with solid companies a bit on the growthy side what 6-8 companies would you consider?
Thanks so much.

Q: I am planning on buying the Canadian Depository Receipt of Walmart. Do you think it is too overvalued right now to start a position?

It has had a nice run recently.

Q: In a recent answer you listed ten top US growth stocks. The list did not include NVDA. Has it really fallen that far on your list of best US growth names? Thank-you.

Q: We’re retired with comfortable pensions and a 10 year+ investing horizon. To date we’ve invested in Canadian growth companies inside our TFSAs (we’ve tried to access the US market through companies such as WSP and PRL). We’ve recently opened a $USD trading account and want to start investing in relatively stable US companies with some growth potential. ISRG is one we’re considering. Could you please provide a list of 6-8 companies you’d be looking into if it was your money. Thanks so much for all you do.

Q: I sold my full positions in APPL and NEE plus sold half my position in VERT this morning. I would like 2 good dividend payers with a growth metric, and 2 small/ mid caps for a 2-3 year hold.
Other positions currently held are: MSFT, SYK, AMZN, ISRG, GOOG, ABBV, JPM, PRU, AGX, CRS.
Thanks for all the above over the years. David

Q: Hello 5iR,
Path has been recommended on BNN. Would it be a good time to buy some?
Your opinion of this company is appreciated. Thank you. Cheers.

Q: What do you think of QXO? As far as I understand it is a very brilliant founder who has grown similar businesses, put in hundreds of millions of his own capital, has a lot of the same team in place, and is looking to grow and build in a fragmented industry.

What do you think/what can you tell me about the outlook of the company/valuation, growth prospects, etc? I see it has almost 1/5th of its market cap in cash.

I'm a bit weary of these types of situations after GUD, but also that could just be a shortsighted behavioral bias.

Q: Can you comment on the outlook for this name?

Q: Hi Folks,
I would like to add to my holdings in GOOGL or ISRG. May I have your opinion as to which one would be best to add to at this time and why. This would be in my non registered account.
Thanks

Q: Would you sell the above stocks in light of Trump winning the election? Any others often cited positively that should be included?

Q: Thank you for your answer to my last question about NXT a little while ago, that turned out to be a good call. Following earnings the other day, the share price has popped up a bit and then again today. I am still down 20% in a taxable account and am considering selling for the tax loss. I know you do not talk about technical analysis in the Q & A but for the next short while do you see where the share price might go?

Many thanks for your excellent service.

Q: Wow, big jump in stock price. Any new thoughts on adding to a small position?

Q: Hello

What is your view on starting a new position for long term, in Constellation Energy, after Monday's 12.5% decline ?

The quarterly results and the guidance, as reported today morning, seem to be impressive, handily beating street estimates. What are your thoughts ?

Apparently most nuclear energy stocks were down today, in response to FERC decision to reject a proposal from the grid operator to ramp up the amount of power supplied to Amazon's data centre by Talen Energy. The FERC said in its filing Friday that it rejected the Amazon nuclear power agreement due in part to concerns that it could threaten the reliability of the power grid and raise energy costs for the public.

How could this impact CSG's 20 years power deal with Microsoft, which still needs approval from the NRC ?

Thank You

Q: BRK now 1/3 cash; thoughts on this and the 1/4 ? Thank you.

Q: Could you please provide commentary on SPXC recent quarterly report? Does the future still look good for SPXC? Does SPXC remain a high conviction stock for 5i? Thank-you