Investment Q&A

Q: I own both BRK.b and V in my RSP and TFSA and see their relative strength both peaked at last year's market bottom along with the safety trade in general. Do you feel the markets are more risk-on these days to the point where I should let V go for something more "aggressive" in the financial space while keeping the diversity of BRK.b? Thanks!

Q: If you could only own 1? BTW, my portfolio was up 51% last year, 5i staff deserve a huge tx, not only with the stock picks but portfolio managment skills I've learned, Cant thank you enough!

Q: Can I please have your feedback on APH vs ANET.

What would you prefer and why for buying today with long term hold?

APH seems to be safer and more diversified (bonus points for unique decentralized management approach) whereas ANET is a bit more growthy but comes with higher concentration risk. Both have similar market caps and P/E and have minimal to no dividends so easy comparison there.

Appreciate your thoughts...

Q: Any thoughts on METC’s value as a source of short Put income or as a potential medium to long-term hold?
Thnks

Q: Hi Peter & Ryan, what are the chances of a higher bid for SKYT ? Their stacked technology looks unique. Would you continue to hold SKYT or sell ? Thank you.

Q: Hi 5i
Could I have your assessment of TEAM please.
Thank you

Q: Hi
Could I have your current thoughts here. I currently hold and tend to do so (generally) for the long term but questioning my own reasoning on this one.
Thanks

Q: Hello Team,
Which of these two very different companies would you prefer for and why for a two to three year hold.
Kind Regards,
Barry

Q: Can you share your top US ETF picks for each sector? Thanks!

Q: This news could be causing the slide in Axon today as well..

https://ir.wrap.com/news-events/press-releases/detail/379/wrap-advances-wrapvision-with-u-s-produced-ndaa-compliant

Q: ANy news on the sell off today - has been acting poorly lately Still like its prospects?

Q: I have a LIRA account and don’t plan to make any withdrawals for the next 15 years. I’m looking for “buy-and-hold” stock and/or ETF investment ideas that would suit this long-term timeframe.

I’m open to a mix of individual stocks and ETFs, across both Canadian and U.S. markets. Given the long horizon, I’m comfortable with experiencing periods of market volatility.

Any additional suggestions on how you would approach this situation if it were your own account would be greatly appreciated.

Thank you

Q: I read the article by Larry Swedroe of Morningstar about Warren Buffets investing methods from this weekend's 5i suggested reading and was intrigued by the strong intangible moat that is used to describe some of the companies he invested in, can you suggest a couple of companies you feel reflect this currently. Keith

Q: what would your top 10 defense stocks be?

Q: Can you give me your assessment on Netskope, as a high growth cyber security investment? Does it look like an opportunity to buy?

Q: hello 5i:
President Trump is going to go ahead with the Golden Dome, whether Canada participates or not. It sounds as if most Democrats also support and would continue the program. In your estimation, which companies would participate or benefit most from this undertaking?
thanks
Paul L

Q: Can you please provide an opinion on $peng? Is it an overlooked gem?

Q: May i please have your updated opinion on RBRK as a company related to AI threat management?

Q: Apologies for yet another comparison question but i need to consolidate some holdings. These aren't exactly apples to apples, but at current prices, could i get your preference from most to least attractive.

Q: Capital One just announced that it will acquire the fintech company Brex for $5.15 billion. My understanding is that this price is significantly lower than Brex’s valuation about a year ago.
1. Does this acquisition make COF shares more or less attractive as a buy right now?
2. How would you rate COF following this announcement and after it missed expectations in its January 23 earnings report?
3. What do you see as the key risks to the stock beyond political noise?
4. If you would rate COF a buy after all the recent updates, your rationale please?
5. How do you view COF’s business model and competitive moat relative to peers, such as American Express (AXP)?
6. What do you have for *current* (post earnings. release today) for forward P/E and PEG? Debt levesl if acquisition goes through ?

Your thoughts on COF in light of the latest news would be much appreciated, thank you. :ao: .