Investment Q&A

Q: At current valuations what would be your top 3 picks, regardless of sector, amongst the available CDR's for a long term hold within the TFSA of a 26 year-old (top 4 picks if NVDA happens to be one of your top 3 choices). If you then also throw LMN, CSU, BA and ATD into the mix what would your ranking be (best to worst) along with your conviction/confidence level (10 = most confident, 0 = least confident) for each choice and a brief statement as to why. Many thanks.

Q: Good morning,

This weekend I came across this ETF that invests in private companies with the largest holdings being Space X. The 52 week action on tis is insane and I believe it is only a few weeks old in terms of being traded. What is your opinion of this ETF their strategy if any and the trade action in such a short time. Are there other more established funds out there that do the same thing? Would you buy something like this with some fun money? Sybol DXYZ

https://destiny.xyz/tech100

Q: I am interested in NXT at the current price of $52.ish but am puzzled at the recent drop from the $60.00 level which appears to be due to lack of volume once it hit $62.00. Is this still a buy or are there other possible reasons for the drop ?

John

Q: hello 5i:
do you see any problems with the proposed merger?
thanks
Paul L

Q: Peter and His Wonder Team
I have been following this pet food company for some time. It has had some problems this past year. However this past quarter it failed to file returns and is in violation. The stock is at a low price but maybe a value trap or possibly contrarian play. I would appreciate your opinion...thanks immensely.

Q: What are you 5 favorite US and Canadian companies to invest in for 3 years RAK

Q: Good Morning,

Do you fell that SMCI is in a consolidation phase after it's rapid run-up, or has the shine rubbed off for a much longer time frame. It's now down over 25% from peak.

Thanks.

Brad

Q: I am hearing good things about Cruise Ships. People don't want to pay High Air fares and High Hotel prices so are moving towards taking a Cruise . What companies do you recommend RAK

Q: Hello 5i,

Could you please share your thoughts regarding the TSLA robotaxies announcement.

Also do you think there are downsides in owning TSLA via the CDR as opposed to the US stock directly? Is $16 CAD a good entry point for the TSLA CDR?

Thank you

Q: What are top 5 AI stocks you recommend please?

Q: Could you please give your opinion on BELFB as company that could benefit in this sector similar to Hammond or are other companies that you prefer such as SPXC, EME, WCC, .Thanks so very much for you expertise.

Q: I mean this looks far more serious than just the stock going lower for no apparent reason. Seems to me there's trouble in the henhouse. Should we be concerned?

"Mar. 10, 2023, The Capitol Forum reported that prior to Feb. 2023 InMode had not been submitting mandatory reports to the FDA regarding injuries and malfunctions stemming from the use of its devices. The report also observed "a search of personal injury lawsuits filed against InMode over the last several years indicates the company has been aware of dozens more alleged serious injuries that it never reported to the FDA."
Then, on Oct. 12, 2024 The Capitol Forum published another investigative report finding that "far from charging full price for its products, InMode heavily discounts almost every device it sells and expects sales representatives to discount devices anywhere from 16% and 40% off the 'list price[]'" and "[a]ccording to one former salesperson at InMode 'the price is basically whatever the customer can get financing for.'"
These events sent the price of InMode shares sharply lower."

Q: Could CLS get a premium valuation similar to VRT and SCMI based on its forward earninggs and AI involvement?

Thx

Q: I need to trim SMCI, NVDA and VRT. I have partial positions in AMZN, MSFT, AMD, LLY,GOOG, AXON, NXT, CELH, PLTR and NTNX. Could you please order the partial positions from high to low, for a potential add? What are your recommendations for 4 or 5 other growth stocks, any size/sector that I could investigate for a new position? Would any of the these growth stocks fit into the ranking of the partial positions? If so, could you place them into the ranking? Thanks very much for this service and the patience you show, in answering the many questions!

Q: Further to Peter's column in the Financial Post [always good, plain ,common sense advice] I'm wondering what US companies in the health care sector might be considered?
Thanks

Q: Everyone, my average cost of AAPL is $22.50. There has this recent noise in the market about AAPL. What would make you not sleep at night and what is the probability of that event happening. I have no interest in selling any of my shares. Clayton

Q: You made the following comment in answer to Stephen R. April 5th: "On the other hand, BKNG tracks pretty closely with the health of consumer spending as its revenue source is directly related to travel spending, which is expected to experience a slowdown in the near term."
Could you please expand a bit on the theme of travel expected to experience a slowdown in the near term. Could you include your reason/sources for saying this and your definition of "near term" . As always, thank you.

Q: As a follow-up to my question last week about this company and based on the news this morning, has the answer changed in terms of it being fine to sell now versus still holding for a little while?

Q: QTUM NYSE Arca/US Defiance Quantum ETF.

What's your opinion on this ETF? Has a high MER.

Would you recommend something better?

Thank you.

Q: Good morning

If a person was to choose only one company which do you believe would be the best for a long term investment?
Thks
Marcel