Investment Q&A

• iShares Russell 2000 Growth ETF (IWO)
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• iShares Core S&P Mid-Cap ETF (IJH)
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• BMO S&P US Mid Cap Index ETF (ZMID)
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Q: What are your 3 favourite U.S. small and mid cap etfs?
Philip

Upvote 4

Read Answer Asked by Philip on November 20, 2024

• American Express Company (AXP)
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• Mastercard Incorporated (MA)
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• Visa Inc. (V)
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Q: Is this one AXP a better buy over Visa and MA, right now?
Thanks Again

Upvote 5

Read Answer Asked by eugene on November 20, 2024

• Equinix Inc. (EQIX)
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• Digital Realty Trust Inc. (DLR)
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Q: Hello,

Can you please provide few recommendations for US REITs related to data centers for AI as well as logistical infrastructure for warehousing for companies like Amazon.

Thank you!

Upvote 1

Read Answer Asked by Irek on November 20, 2024

• Costco Wholesale Corporation (COST)
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• Microsoft Corporation (MSFT)
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• The Hershey Company (HSY)
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• Mastercard Incorporated (MA)
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• Altria Group Inc. (MO)
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• Prudential Financial Inc. (PRU)
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• Williams Companies Inc. (The) (WMB)
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• Vanguard S&P 500 ETF (VOO)
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• Williams-Sonoma Inc. (DE) (WSM)
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Q: I bought Hershey in my RRSP in mid-2024. While mostly known for chocolate, the company has been diversifying into non-chocolatey snacks. However, the stock price remains down due to high cocoa prices. Would you be content to hold Hershey and collect the dividend until cocoa prices drop? Would you have some other suggestions? I tend to go for boring US dividend payers that also have some growth potential in my RRSP. My top holdings right now are MSFT, COST, MA, BIP.UN, ENB, and O. I also hold VOO as an underlying holding. Thank you.

Upvote 4

Read Answer Asked by Kim on November 20, 2024

Q: With Amazon looking at SMR (nuclear) as their power supply for data centres it appears nuclear is more popular now. Are you aware of any
companies that provide a solution to nuclear waste and are traded on the public markets.

Upvote 4

Read Answer Asked by Tim on November 20, 2024

• Amazon.com Inc. (AMZN)
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• Costco Wholesale Corporation (COST)
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• Meta Platforms Inc. (META)
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• Alphabet Inc. (GOOG)
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• Intuitive Surgical Inc. (ISRG)
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• NVIDIA Corporation (NVDA)
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• Salesforce Inc. (CRM)
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• Eli Lilly and Company (LLY)
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• Visa Inc. (V)
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• Blackstone Inc. (BX)
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• Boyd Group Services Inc. (BYD)
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Q: Dear 5i Team I sold BYD recently. I would like to replace with something US. I have visa Costco, ISRG, Google, Lily Would you happen to know a few founder led companies I can do some research on? Thank you Brent

Upvote 16

Read Answer Asked by Brent on November 20, 2024

• Axon Enterprise Inc. (AXON)
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• Shift4 Payments Inc. Class A (FOUR)
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• Celsius Holdings Inc. (CELH)
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• Cellebrite DI Ltd. (CLBT)
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Q: Hi Folks,
I hold CELH in my non registered account. Would now be a good time to sell to harvest a tax loss. Also, would you buy it back after the 30 days or would you move on to something else. If moving on, can you recommend 2 or 3 other small cap names for me to look at?
Thanks

Upvote 11

Read Answer Asked by JOHN on November 20, 2024

• Celsius Holdings Inc. (CELH)
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Q: Good Morning,

Assuming the fundamentals don't deteriorate, at what price range would you start to get interested in CELH again and watch for the potential of a recovery?

I was lucky enough to be playing with house money in this decline and have since exited, so I'm just observing the stock at the moment.

Thank you.

Upvote 2

Read Answer Asked by Sandra on November 20, 2024

• Intuitive Surgical Inc. (ISRG)
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• Becton Dickinson and Company (BDX)
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• Stryker Corporation (SYK)
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• Thermo Fisher Scientific Inc (TMO)
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Q: Hello,

Thoughts on these companies? Looking to start a position and get your analysis. Any other ones in this space you would recommend over these two? And why the poor performance YTD?

Thank you.

Upvote 3

Read Answer Asked by Satish on November 19, 2024

• Secure Waste Infrastructure Corp. (SES)
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Q: Your opinion, buy, sell, hold 3-5 year. coments please.

Upvote 2

Read Answer Asked by bill on November 19, 2024

• Novo Nordisk A/S (NVO)
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Q: Hi There can you tell me what the fair market value of NVO is at this time? It’s fallen a lot but it’s a solid company, do you think it’s a good pharma pick for 3-5 years?

Upvote 2

Read Answer Asked by Robert on November 19, 2024

• Berkshire Hathaway Inc. (BRK.B)
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Q: Hi Peter, I wanted to buy 2 shares of BRK.B in my TFSA is there any drawback in buying this stock in the TFSA. I was thinking of selling my 25 shares of SOBO and some cash, would the trade be worth it. Thanks

Upvote 2

Read Answer Asked by Nick on November 19, 2024

• Twilio Inc. Class A (TWLO)
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Q: Hi, could you update the latest quarter and your feelings on the company, it's competition and it's moat potential for a long term hold.

thx, M

Upvote 1

Read Answer Asked by Mark on November 19, 2024

• iShares Core Canadian Short Term Bond Index ETF (XSB)
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• iShares 1-3 Year Treasury Bond ETF (SHY)
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Q: Hello. David Rosenberg is recommending a move to cash and, I think, short duration treasuries (per Globe article published today). What are the best investment vehicles for short term treasuries? And what do you think of his current opinion?

Thanks!

Upvote 5

Read Answer Asked by Robert on November 19, 2024

• Domino's Pizza Inc (DPZ)
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• Visteon Corporation (VC)
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Q: Can I get your up to date thoughts on VC,

Also any reason why DPZ would have dropped on Friday?

Thanks

Upvote 2

Read Answer Asked by Steve on November 19, 2024

• Heico Corporation (HEI)
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Q: Can you comment on the prospect/outlook for Heico?

Upvote 3

Read Answer Asked by Kim on November 19, 2024

• Intuitive Surgical Inc. (ISRG)
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• Stryker Corporation (SYK)
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Q: I am considering investing in Healthcare. Would the equipment makers be better than Pharma? Would you consider SYK or is there another equipment maker to consider?

thanks

Upvote 5

Read Answer Asked by kim on November 19, 2024

• AeroVironment Inc. (AVAV)
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Q: Could I get your analysis of the AVAV $4.1B purchase of BlueHalo?? Premarket is lower for AVAV. Does this purchase improve your AVAV conviction? Thanks

Upvote 3

Read Answer Asked by Greg on November 19, 2024

• Target Corporation (TGT)
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• Walmart Inc. (WMT)
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• Ulta Beauty Inc. (ULTA)
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Q: I've been treading water on ULTA and am concerned after the Buffet exit. Do you see other names as more attractive at this juncture?

Upvote 4

Read Answer Asked by Andrew on November 19, 2024

• Amentum Holdings Inc. (AMTM)
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Q: What is causing the steep decline in this spin off of Jacobs Solutions? Buy, Sell or Hold. Thank you!

Upvote 1

Read Answer Asked by Neil on November 19, 2024