Investment Q&A

Q: LOOKS GOOD TO ME ALTHOUGH NOT MUCH MOMENTUM LATELY. GOING FORWARD, WHAT IS YOUR OPINION?

Q: Could you please provide the 1 and 3-yr revenue and eps growth projections for fortinet? In your opinion, is it a buy or do you have a better suggestion for this sector?

thx,

Q: This is about the Van Eck MREIT etf symbol MORT. Good buy here, with a high dividend and rates about to come down? Outlook for the dividend and share price please over the next few years as rates come down. Thx.

Q: Could this stock be a good play on AI over the next 10 years?

Q: Looking at ETF SPYG for my $US Acct. Holdings are sub-set (about 228) of S&P 500 said to have better growth. MER=0.04%.

Appears similar to VOO, VUG, MER also similar. Looking for growth, not income. For 3-5 year hold, Please comment on SPYG and compare to the two Vanguard ETFs.

Thank you,
IslandJohn

Q: Hello 5i
Your answer to Brian on July 3 , you recommended VUG what would be the Canadian equivalent ETF or the closest to it.
Thanks

Q: What is your opinion on the latest quarter of the Constellation Brand? Is it a good buy after the dip in the share after the earning report? is there any specific reasons for the share price to drop?

Q: Would you consider these good buying points,and reasons for their recent pullbacks thanks

Q: Can you please provide analysis regarding Korn Ferry overall, thanks.

Q: I need to increas,e my exposure to communication services by 6%. I already own GOOG. What are you suggestions and how strongly do you feel about them?

Also same question for Consumer Defensive holdings.

Take as many question credits as needed.

Q: It seems to me that one one of the major themes going forward that we as investors must pay attention to is on-shoring or the re-industrialization of the United States and the western world. Please share with me some of the global and Canadian companies that should benefit if this trend continues. I'm interested in both individual companies and ETFs.

Q: Many Consumer brands are under pressure but will turn around at some point soon. Any guess as to how far out? What to watch for? Could you rank and add thoughts behind your best overall pick to accumulate... Is there another company you would also consider at this time?

thx, M

Q: I have two stocks in a registered account that seem to have stalled: J and HD. Both are up over time (J up 50%, HD 75%) but there hasn't been much movement lately. Given the absence of tax consequences, is it time to move on? And if yes, please provide two US industrials and two US consumer cyclicals to replace them. (AMZN already held.) Thank you.

Q: Does 5i prefer one over the other for US staples exposure: VDC vs IYK ?
Thank you!

Q: Hi there do you know why RTX dropped by 10% over the past few weeks? Do you still consider it a good industrial stock?

Thanks!

Q: Would like to add to my holdings a well diversified growth ETF for a long term hold (10 years+). Have $25,000 to invest in my current $2 million portfolio of equities (20) and ETFs (5)
I am considering FCUV . Your comments on this ETF would very much be appreciated. Also is there any other ETF you would recommend .

Q: what are your best ideas for recent, and for no reason, significant dips on stock prices for great companies? (US or CAN)

Q: Nurix Therapeutics Inc doesn't appear on your data base.

Kindly let us have your comments on this company.,

Thanks

Thomas

Q: I just initiated a position in NEE about a week ago. With the dividend cut forecast and now down about 4% in the past 5 days, do you still see NEE as a hold?

Q: I have 3 questions in relation to my plans for realizing a capital loss re: a Starbucks (SBUX) holding within a corporate account. So far in 2024, I have realized net capital gains of ~$260,000 (100%) within this corporate account (I did this so as to capture the 50% inclusion rate effective before June 25, 2024). However, I now wish to partially offset this realized gain by realizing a capital loss for this position in Starbucks, currently at ~$90,000 (100%) unrealized capital loss.
(A) Would the 66.67% inclusion rate apply for this SBUX loss, if realized, even if all the previously realized capital gains during 2024 are applied at the 50% inclusion rate? (I realize you are not accountants, but I do know that you are generally aware of basic accounting principles related to commonly encountered investment scenarios.) It is my understanding that the 66.67% inclusion rate would apply, for this loss after June 25, but I am hoping you can corroborate this.
(B) My plan is to reacquire the Starbucks shares, after 30 days; however, I am not sure whether to just hold the SBUX sale proceeds in cash, for the minimum >30 day period, or whether to switch temporarily into a similar type of investment—what would you consider to be a reasonable “proxy” for SBUX? (note—I already own a similarly-sized position in QSR as my current SBUX position). Or given the possible slowing of consumer spending, and frequent summer stock trading doldrums, would you rather just hold cash for the >30-day waiting period?
(C) Finally, I am always nervous when the >30-day waiting period overlaps with a company earnings announcement (potential for greater price volatility). It appears that the next likely earnings announcement date for SBUX is expected to be around August 6, 2024. In other words, I could either realize the SBUX loss in the next few days (e.g., settlement on July 3 or July 5), or else wait until after the early August earnings announcement. I am curious how you would think about and approach this issue?

Ted