Investment Q&A

Q: I hold KO in an RRSP as a defensive stock as well as collecting the $US dividend. The defensive aspect has taken a hit lately, and I am looking at this as a buy opportunity. I would appreciate it if you could provide your assessment as to why the steady decline in share price of late and your thoughts on adding to this stock.

Q: Hi 5i
AMD had a large increase in shares trading hands ,29M, and price movement which looks like it started at around 10 am....any news or other catalysts on your radar what might be happening to prompt action....something related to jobs report maybe?

What price point would you consider attractive/possible under current conditions etc

thx

Q: There is a ( very) new ETF, coming out from Horizon with ticker QQCL being a covered call Nasdaq 100 with anticipated yield of 14.10 %.
This seems to be attractive for my TFSA for higher growth (with volatility which I can handle), along with a high yield.

I have bought several of these products, HTA, HHL, UMAX for both my registered and non registered accounts. They seem “ too good to be true “ and am wondering if that’s true. I have seen many of these enhanced products ( remember flow through shares ?) and hope these do not repeat.
Your thoughts on QQCL and on these ETF’s in general would be appreciated.
Thanks. Derek

Q: Can you please provide 5 mid or large cap stock picks that have dropped recently due to the market downturn and could possibly recover as the next quarter earnings come out or as the interest rate environment peaks. US and/or Cdn stocks.

Q: How would you rank these and why?
thanks!

Q: could you please explain the connection between these two symbols
and how the dollar difference is applied. thank you.

Q: What is your opinion on ON Semiconductor. What is its forward multiple and growth prospects in this market. Are there other stocks in the sector that you prefer. Thanks for the info.

Q: ADP and PAYX seem to have quite similar businesses and I am having a hard time picking the long-term winner in their HR services market. It doesn't seem to make sense to own both. Which of the two would you prefer for a long term investment and why?

Q: Are there any us stocks at present that would grade as well as CSU?

Thx

Q: Hi 5i team,

Palantir just won another big contract from Government. Can you please comment on the stock's current valuation and growth outlook? Would you consider buying more at current level?

thank you,

Q: Hello

Is BN like a Canadian version of BRK.B.

With the major difference BN pays a small dividend and breaks up its assets like BAM.

Would you own both or do you prefer one over the other.

Thank you.

Mike

Q: Would you recommend LLY at the current somewhat elevated price?
With appreciation,
Ed

Q: Not sure where I heard about these companies, but I made note of them to ask advice on, as they intrigued me...

- Please let me know your thoughts ...

Thanks,
M

Q: I am looking to purchase the specialty property REIT SUI and animal pharmaceutical ZTS stocks when the seemingly irrational downward trends settle. Do either have potential debt issues to consider that might explain their current valuations?

Q: Which do you like more vrt or pstg, i own smci and want to add another. Dave

Q: Everyone. AI is at the beginning of a great breakout in many industries. AI is in exponentially growth period and the early adopters will benefit but the biggest beneficiaries are yet to be identified. I didn’t understand the benefits of MSFT or APPL in their pre-real growth stages. Will AI change the stock market in a profound way the humans will not be involved ie the human stock pickers. What tech areas should I look for be looking for or are they in my view already? Should we believe in the large cap tech stocks will continue to lead, or buy, the AI technology revolution? Clayton

Q: Hi what would be your choice for a U.S. small Cap momentum ETF
Gord

Q: Hi 5i,
COR (formerly AmerisourceBergen) and MCK are classified as Healthcare Distributors. Do you like either of these in this area? Are both worth owning assuming you like them for a long term hold in a TFSA and NonReg account?
Can you please provide your high level thoughts for your choice.

Q: Please give me your view on Norfolk Southern Corp.

Thank You in advance.

Q: Hi 5i team,

I'm interested in your thoughts on Enovix, a seemingly new technology that is moving to commercialize an improved EV battery. Less fire risk.

ALSO - a suggestion that could be highly useful to subscribers.

The 5i portfolio analytics indicates I have gaps in my sector and stock diversification. I want to easily consider 5i rated (using A+ downward) system. I currently can filter for the year of rating, and 'letter grade' rating which is helpful. It would be super helpful to also be able to filter for sector. As well, what is most relevant to me is which countries the stock revenue comes from....rather than its corporate office location. Is this possible?

As an aside - I have been working with Chat GPT a little. One example is where I uploaded a number of documents and then could interactively apply prompts/questions to the data (uploaded documents) to quickly answer important questions. Having a Chat GPT engine that includes 5i historical research would seemingly be able to cover the suggestion I noted above with little additional or ongoing maintenance. Love to get your thoughts here.

Thank you again for premium service.

Glenn Atkinson