Investment Q&A

Q: Hi Folks!!
In between eating chocolate this weekend, I was busy listening to investment podcasts. Both SMERY and QXO were mentioned as having good potential for future growth. The CEO of SM was given high accolades for his potential to build wealth. What are your thoughts as to the long term growth prospectus of these two companies?

Thanks,
Tamara

Q: I have a > 50% loss on NVO in an RSP, so I'm unable to harvest the tax loss. Do you feel I would break even faster if I, held, sold and bought a US dollar health ETF or LLY? I'm starting to think healthcare ETF, as if I pick the wrong horse, I can end up in the same situation again. What are your recommendations? Healthcare fits in best for my portfolio weightings.

Thanks

Q: Hi,

Further to my question - which mega cap will be a good addition to this group of RESP?

Thanks again.
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Q: My kids RESP currently hold CSU, SHOP, SIS, ATZ, XIC, BN, PNG, VTI. CSU was purchased at $3,250 and SHOP at $210. Is it wise to average down now or is there another one or two that will be good to add to this mix?

Thank you!

5i Research Answer:
We think it is a good mix of companies. Maybe adding one or two of the mega caps could make sense but overall we would be fine with picking away at these names after recent market weakness.

Q: What is your opinion of FRMI?

Q: A diverse group.
However, based on current valuations how would you rank these companies on an expected total return basis in 3-5 years?

Q: Can you compare these as to growth outlook, valuation and overall market. Thank you

Q: How would 5RI categorize these US Stocks - income, balance or growth

XYL
SPGI
SIEGY
TMO
UL
CB
HD
ZTS
SYK
LIN
MCD
OTIS
SNPS

thanks for the wonderful service......tom

Q: Looking forward a few years, which of AVGO and MSFT do you think will emerge as a long term winner from the AI investment cycle and therefore be the better quality company to buy and hold today? While AVGO is clearly benefiting from the build phase of AI infrastructure, I am wondering if MSFT is more likely to be the long term winner, along with the other hyperscalers, rather than the semiconductor suppliers.

Q: On March 19th you answered a question for Kim as to why AXON was down so sharply.

Since then it is down another $140 approx.

Since I bought the stock when Peter suggested it on BNN it is down 40%.

As a matter of fact it is at the same level as it was in Sept 2024.

I don't understand why. The last earnings report by them was exceptional. The stock popped and its been down ever since.

It doesn't seem to be bottoming and I don't want to be holding it if its going to do a TTD on us.

Well, help!!!!


Sheldon

Q: I’m a senior but still like to maintain a majority weighting to stocks. I am concerned though about market valuations and the strength of the whole economic system. With that in mind would you suggest Berkshire as a good stock for me? can you suggest 5 or 6 other names that have excellent downside protection?

Q: BKSY has been on a run. Perhaps somewhat due to the excitement around the Artemis mission? Would you recommend taking profits at this point and reentering when the hype dies down or ride the rocket to the moon?

Q: Hi - Wondering if you could elaborate a bit on the Anthropic release of Mythos AI and its connection to Crowdstrike? What kind of impact do you think this could have on the CRWD's share price? Thank you!

Q: Do see this as decent risk/reward for a patient investor?
Thanks

Q: Stock has been very weak- any idea what is behind it - i thought latest results were decent

Q: Intuitive Machines Inc NASDAQ: LUNR

What do they do?

Buy or not?

Thank you.

Q: Hello,
Can I get your analysis of StandardAero Inc. (SARO) for a long-term (5-10yr) buy.
Thank-you.

Q: In your answer to Neil on April 2 you said Galaxy is becoming the “ Goldman Sachs “ of the crypto industry. Would you expound on this.
Thanks. Derek.

Q: I looked up prior inquiries on Kimbell Royalty Partners (KRP) and in your answeres you immediately pointed out that it is a limited partnerrship and therefore has onerous taxation for Canadian investors. I have done some reading on KRP and it appears that KRP has elected to pay corporate taxes and therefore it is NOT considered a MLP, but it is a LP. I know that you 5i guys are not tax experts but could you do a second search on your bloomberg terminal, or other resources that you have, to confirm how a Canadian investor would be taxed if they owned KRP. Other than the tax question what do you think of KRP? The dividend yield is close to 11 per cent, leverage is not that high, and with the increase in oil and gas prices the variable dividend could get a boost (at least while the commodity prices are elevated) and therefore it is of interest to me.

Q: Hi gang,
Just came across this etf. Very impressive numbers. Any thoughts. Would you be a buyer at this.
Thanks. Alnoor

Q: Normally, I would continue to hold these stocks – CLBT, SNOW, CSU, TRI, OKTA, HUBS, ADSK, KRMN - but all are in the red and I could use some capital losses for tax reporting. BUT all are rated as strong buys with good potential upside by TipRanks. I think only KRMN reports within the next thirty days. Would you sell any today? And would you buy them back in thirty days? Would I be better to wait until closer to the end of the year? Thank you.