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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Is AI becoming big enough to warrant its own category? I'm trying to find out what your recommendations are on AI companies going forward.
Read Answer Asked by Graham on May 17, 2024
Q: In reference to your answer that we should consider being overweight the US at this time, can you give one US name in each sector for modest growth (not dividends) over the next few years? Please take as many credits as necessary with thanks.
Read Answer Asked by Gregory on May 17, 2024
Q: Hi group I have taken profits on QSR,MCD,GSY,BYD,WSP,CSU,ARC. So my question in what order and at what price do i get back in i own the others, as listed so please rate them also for adding same format. Thanks for your help with this
Read Answer Asked by Terence on May 17, 2024
Q: There have been questions asked about what Buffet would probably buy in Canada and 5i said that it would probably be in the energy sector. I wonder whether you would have an idea whether it might be in the oil side or the natural gas side? What do you think would be a likely target for him?
with appreciation
Read Answer Asked by joseph on May 16, 2024
Q: What is your opinion of the Buffalo-based Rand Capital Corp.? There doesn't seem to be any mention of this firm in your database or, to be fair, in Stockchart's database, either.
Best regards,
David
Read Answer Asked by David on May 16, 2024
Q: Hi, What are your thoughts on Nextracker earnings and outlook ? CC is scheduled for 5 PM. We took a starter 1% position, last week, after reviewing several favorable comments from 5i team. What would you recommend going forward - Add to the position gradually, starting, Tomorrow Or, wait for stock to settle Or, wait for another quarter ? Also, would appreciate decent price levels to accumulate.

Thank You
Read Answer Asked by rajeev on May 16, 2024
Q: Hi Peter,
For my RRIF, I want to invest in covered calls ETFs that generate high income with some growth potential for long term hold. Given the current market with possible near term interest rate cut, please share your top four Canadian listed covered call ETFs and top four US listed, with their respective current yield. Thanks.
Read Answer Asked by Willie on May 16, 2024
Q: Hello, what is your opinion about Five Below ?

They plan to achieve 3500 stores by 2030 (in 2023 they opened 205 and plan to open 230 in 2024) and now have 1544 stores and grow sales at around 15% per year.
Easy to understand business model
468 millions in cash and no debt
Francois Rochon of Giverny likes the company (5% of portfolio)
They talk about shrink headwinds (can you explain) and not sure about their moat since a lot of competition in the US.
But the share price has been going down 35% this year.

Thanks

Read Answer Asked by jean on May 16, 2024
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