Investment Q&A

Q: It seems Tesla (TSLA) is no longer a favorite pick in 5i Research. Its CEO, Elon Musk, is working on many interesting projects. If revolutionary projects, such as the humanoid robot, are successful, they could bring billions to the company. I don’t own TSLA. What do you think about TSLA this year, next year, or in the future? Please comment. Thanks in advance.

Q: I currently hold hyld.
Do you prefer hdiv or hdif to diversify my portfolio.
How about some smax to round things out.

Thank you

Q: Could you provide some insight into what is happening with MEOH. Down over 7% today and also displaying an "R" in red beside the price.

Thank you,
Mike

Q: Acknowledging that 5i may not agree with my opinion here, if one were to believe that Solar-Wind Battery Storage systems will eventually be cheaper than Gas / Coal / Nuclear, etc. power, would BEP.UN be the best investment choice?

With regards to the above, are there any other Canadian options - even an ETF - for holding within a non-registered account. I'd want to avoid that T1135 form !

Q: Hi can i get your opinion on Waste Connections(WCN.TO)? Also is the company to expensive to initial a position?? should i wait for a pullback?

Q: Hello,

Can I please get your opinion on KITS?

Thanks

Dave

Q: Thoughts on the quarter. Market seems to like the results.
Steve

Q: Morning
Thoughts on Freehold Royalty
FRU-TO as a good sustainable dividend stock?Thank you

Q: Source seems interesting as an energy play not tied to a single producer. Do you have a general recommendation and, if so, a recommended price?

Q: Which would you recommend as would provide the largest % total yield, dividend+capital appreciation, for the first year of ownership? What is your reasoning please?

Q: In 2024, I put some money in BMO HISA accounts (ex: BMT109- not sure how to call them). The distributions are reinvested, not paid. Do you know if BMO will declare the interest paid at the end of the year, or will I have to declare them only when I sell some of it? Good day.

Q: Good morning,
I read that Enbridge cut its pipeline tolls by more than 10% in late August due to competition from the TMX pipeline. Will a cut of this size have a significant impact on ENB earnings? Which do you consider a better investment at this time: ENB or TRP? Thanks as always for your advice.

Q: With the downward trend of OIL -what effect will it have on the yield of ENCC ? etc?

Q: Hi Peter & 5i,
May I get get your thoughts on the 1st Quarter of F25?
Are you concerned about the small sales increase compared to Q1 of F24?
Are you concerned about decreases in profit (.8M versus 1.2M) and EBITDA (2.6M versus 3.2M)?
Thank you for your thoughts and great service.

Q: What are the current prospects for SLS? Do the drill results confirm the extent of their deposit?

Q: A 12 year member. Used to find Forums easily but after searching for quite some time cannot find Forums on Sept. 8.

Q: Any reason why Topicus just seems to maintain close to highs as the market corrects? I want to add to it but it isn’t easy here. Should I just give up and buy in or wait further?

Q: Hi, I'm interested in some oil/mining stocks that have recently plummeted. Do you think there's more room down, and when do you see them rising again? Thank you.

Q: If I were to pick only two themes for long term investment, they would likely be urban water supply and the electrification of North America. (Would appreciate your thoughts on those choices...).

Regarding electrification, I'm well positioned in energy providers, including green & conventional energy producers. I have a half position in HPS.a and a small amount of GRID. I am struggling to decide if I should move upstream into a copper producer (BHP?) or if I should stick with small caps like HPS.A to get more torque.

I'm retired and no longer young; my finances are solid. Most of my investments are with a professional manager. I keep about 20% for fun, but even the fun money is mostly in fairly blue chip stuff. It is in this small chunk that I shall play around, and I am okay with adding a bit of risk.

So the question is: raw material producer or end user stocks? Where would you head? Specific suggestions most welcome.

Thanks in advance.

Q: Follow Up from my recent question.

A couple questions weren't answered, but can the following one be addressed?

4. AMD. Is it worth holding the 2nd fiddle? Would it be better used in something in 1st in a different space? like AVGO or QCOM?

With your answer to SMCI from my previous question, do you have an idea based on multiples, etc that you could see an achievable price target at for 12 months?

And Finally, the last couple weeks have been ROUGH. In the other answers I've seen you mention issues with the Election, Recession fears, and just general fear with earnings coming. Are we in for a rougher ride? I know that not being invested for the few key days in a period of time drastically reduces total returns over a period, but do you foresee one of those key days coming say, by the end of the year? Would it be prudent for an investor in times like these to say, go to say 25, 50, or 75% cash? Which?

I picked up PRL and ASPN after your response to mine and other questions, and am 10 and 20% down. Did I jump the gun? Worth going to a full position in the current turbulence? Or is it worth a steadier broad market etf or energy Utility until things calm down?