Investment Q&A

Q: In sports when teams are considering firing a coach the question is often asked, is there a better replacement before you pull the trigger? While I am not about to "fire" NVDA I am overweight (6.5%) and have trimmed it 4 times. Question is, what do I replace it with that looks like it has better future growth potential in this segment?

Q: Hi interested on your opinion of Core Scientific Inc (CORZ), it has been attracting institutional buying lately? Does it look like a strong growth stock to buy?

Thank-you!

Q: I am interested in your comments/risk assessments of YieldMax Covered Call ETF's such as NVDY and APLY. They have been showing very high dividend yields. How sustainable are these yield levels. Are there any similar products available in Canada?

Q: Why is Visa trading a discount to its peers?
Mastercard commands much higher multiples, with similar metrics.

Q: Could you please update your useful comments on this company with what you deem most relevant today and looking forward? Thank you.

Q: hello 5i:
looking at valuations, would price would you say TYL becomes very interesting at?
thanks
Paul L

Q: I have noticed that 5i has been recommending TMDX, a USA traded stock, lately when asked for USA picks, but surprisingly no one at 5i owns the stock. I don’t believe I ever seen this occur before. My experience has been that 5i puts their money where their mouth is but you haven’t in this instance…why?

Q: Can you give you opinion on AST SpaceMobile? It's up substantially since the last question about it in May. Thanks.

Q: What are you three top small caps for US and Canada for long term appreciation. Thank you for your wonderful service.

Q: Appreciate your insights please.

Q: Can you name 6 best to buy us stocks, with a leaning towards growth.
Thanks Rose

Q: AEYE Your thoughts on this company. Is it a Buy, hold or sell? Thanks

Q: "Dominion Energy and Amazon to explore advancement of Small Modular Reactor (SMR) nuclear development in Virginia"

https://news.dominionenergy.com/2024-10-16-Dominion-Energy-and-Amazon-to-explore-advancement-of-Small-Modular-Reactor-SMR-nuclear-development-in-Virginia,1

Dominion sp up over 20% the past year. 4.5% dividend. What do you think about taking a 1/4 to 1/2 position.

Is there US withholding tax on the dividend.

Thank you very much.

Q: Please list in order your 3 top lithium stocks or efts

Q: Can I get your opinion on the most recent quarter of ELV

Q: As we close in on the US election what would be your short term (up to 1 year) picks be in the US market? For a republican victory energy sector might be interesting or possibly crypto. If crypto how would you play it?
On the other hand if Democrats win what would you choose?
As a long term member, can't thank you enough for what you do.
Jerry

Q: I’m trying to understand why the stock price is doing so poorly. The price has significantly dropped YTD, over 48% and 37% in 1 year. The price is $30 below their initial share price when they were spun out from SNX in late 2020. Part of the reason I think is they bought a company (Webhelp) which the market didn’t seem to like? Recent results have been mixed and they now have $5.8B in debt. They are profitable and have some money in the bank though. Any ideas why the stock has dropped so much? Are they now priced correctly or are they fairly undervalued with a potential to grow share price again?

Q: Looking to add one PE/Alt manager - can you compare BN to BX and who gets the nod?

Q: I've never been inclined to invest in Tesla. Mostly because the stock price is largely influenced by what comes out of Elon's mouth. But there is no question the man is an innovator. And his new announcement of the Pi Phone looks like a game changer . I doubt if Apple or Samsung can pop up a satellite network anytime soon ..... Not to mention a low price point and solar charging. And for the youth that drives this market the damn thing just plain looks sexy ..... And of course at $250 it is light years below both Apple and Samsung price points.......Thus for the first time I am considering an investment in Tesla. What does 5i think of doing that solely based on this new product ? .... And is Tesla the company that owns the product or is it another of Elon's companies ? ....... Thanks for your terrific service ......

Q: The share price has hit a new high recently. Do you think it could be bought here? Or do you think a better entry could present itself given tits volatility? What price would you be comfortable buying?