Investment Q&A

Q: How would you recommend I invest a 2% position in the AI sector for a 5 - 10 year hold? Willing to take some risk.

Q: been awhile since a question was asked on this company, can you give me your thoughts on its outlook, debt levels and dividend safety.
Thanks Dave

Q: I’ve been overweight technology (as some have done really well) and looking to diversify/rebalance into some more lower risk investments. What are your thoughts of the three waste-related companies here? They have all seemed to struggle this year, with WM falling significantly recently. Is there a good buying here dor some, and if so, which do you prefer?

Q: Conspiracy Theory???
For decades I have heard and read that JPM, as a bullion bank, has an enormous inventory of silver bullion actually owned by the firm. This is in addition to the bullion they store for other parties making a nice fee. Further, it is suggested that JPM backstops other institutions that may require an infusion of bullion to meet an emergent demand. ie. The London Metal Exchange. Fortunately, this rumour was what motivated me to choose JPM as my US bank stock a 2+ decades aqo.
I have searched JPM's 2004 Annual Report (330+ pages) in vain looking for some record of massive silver holding which would show up as a major asset on the Balace Sheet. As the price of silver has appreciated I would expect that this growing value would be reflected in the financial statements.
Can you explode the myth or confirm any of the above?
With appreciation,
Ed

Q: thoughts on this mid cap utility for a retired dividend investor.

Thanks Dave

Q: Good morning;

I am doing some rebalancing of my portfolio. In light of my views on world events over the next 3-5 years I am looking for the top 3 "Consumer Defensive" stocks. I believe there to be risk in the US dollar over this period so would appreciate your recommendations on 3 Canadian and 3 American consumer defensive stocks and what makes them a consideration.

As always, thanks for your insights!

Q: Please rank from best to worst at current purchase prices (for growth). Please also indicate if they would be a buy, sell or hold based on Thursday's prices.

Q: Please comment on earnings and the 15+% share price drop.

Q: Hi 5i!

Can you comment FI earnings? What do you think of its long term perspective and of the drop since this winter?

Thank you

Q: I am curious as to how best invest in the power demand for AI datacentres? Would you have suggestions for certain equities/ETF’s that you feel are well positioned this impending demand?

Thanks

Q: How do you see AXON stock positioned, going into earnings, next week ?

What are your expectations from the Co, based on past quarters and subsequent company news/ defence related commentary ?

Do you like its current valuation ?

Thank You

Q: Happy Halloween 5i!

I’ve had Cellebrite for over a year now and it’s been largely flat floating between 16 and 20 bucks a share.
It seems to have great growth with high gross margins and reoccurring growth from its subscriptions.
However, investors don’t seem to be excited about it, could this be because of the reliance on the public service (high bureaucracy).
Or is it that they are not hugely profitable on a net income basis?
I know you folks like this company and I do too, just can’t figure out its lack of interest and am wondering if my money may work “better” in other stocks. (Though I know the value of patience can be very rewarding in investing so I’m trying to be disciplined!) :)

Can you tell me what the street expects on earnings this coming month?

Thanks folks - I hope you enjoy some Halloween treats with your coffee today!

Q: I would appreciate your perspective on the latest BMY earnings.

Q: Current thoughts on this company? Thank you

Q: Could you list 2 or 3 female led public company's in AI and 2 or 3 female led public startups in AI in Canada & USA?

Thank you.

Q: Juste a note that Shane was asking if you would endorse a buy based on the drop. Your answer was thorough but did not state what you would advise at todays price:

Q: Hi Team,
Meta took a 15B one time non cash tax hit as a result of trumps “big beautiful bill”. What does this really mean non cash? Why aren’t other companies reporting the same type of hit? Aren’t all companies under the same tax rules? This news seems to be scewing strong operational results and causing a big share price drop. Looks like a buying opportunity to me. Do you agree?

Shane

Q: Can you give me your thoughts on their earnings report and future outlook? Thanks

Q: I had a small position in Intel which doubled in very short time.
It seemed like a falling knife when we bought in but now there are supportive indicators.

What is your opinion on it ?
Would you add more on further weaknesses if you held a partial position or sell and run ?

Q: Is Remitly Global a well run company considering what they have done in the last few years?

Q: Good afternoon;

I am trying to understand first, is the Formula 1 business segment of Liberty an attractive investment and second, if the answer is yet how best to invest in it - there are a number of stock possibilities.

Liberty has a number of arms and businesses; one being F1. The F1 brand is starting to strike me as one Peter Lynch may pay attention to. While I do not watch it much I am bumping into more and more people who have turned to it. Televised events appear to be more frequent and stands seem to be full. It is the pinnacle of racing and a magnet for big money and racing tech.

I would appreciate your assessment of the F1 brand, its fit within Liberty, risks/opportunities, if you consider it a worthy investment and how best to invest.

As always, thanks.

Dave