Investment Q&A

Q: I added this stock a few days ago and I am already down more than 60%. Should I take the loss or hold?

Q: Hi 5i Team,

It seems like your current view, including from your monthly commentary, is that small and mid caps are continuing to look attractive and the forward returns are historically attractive after past US elections. With this in mind, something I struggle with is a large proportion of my portfolio is in large cap stocks, including 10% of my portfolio in NVDA. A lot of this is due to the strength in large caps since 2022 and my bias has been to continue to hold them at a higher percentage as they have provided strong returns over the past few years. Although, these large caps, including NVDA continue to grow and execute my feeling is that I should trim stocks like NVDA down to 5% and use those excess proceeds to invest further funds into small and mid caps to potentially capitalize on the large gap in valuations between small and mid caps and other tailwinds like declining interest rates. For a growth investor with 20+ years of investment horizon would you recommend going the route of trimming NVDA and other large cap winners to a 5% portfolio weight and re-allocate into small and mid caps?

Thanks as always,
Jon

Q: Why did Savaria drop more than 8% on Tuesday? Is it a good buy opportunity?
Thank you.

Q: Please share your analysis on FutureFuel please, thanks.

Q: Hello team,
What is the downside risk of BCE from here for the next 1-2 years?
Thanks!

Q: Good evening 5i Team,

Can you please review last week's earnings for IESC, along with your ranking of it for a new investment (three-year hold) comparing it to CBLT, TMDX, ASPEN and AXON. Thank you.

Q: Hi Peter, Can you provide your expert opinion on IESC. What do you think of the financial results. What is your opinion on valuation. It has had a good year in terms of stock appreciation. Can you comment on the backlog reported also. Is it still a buy, sell or hold.

Q: Your website shows the following for BIP.UN:
Dividend Growth 3 Year -17.09
Dividend Growth 5 Year -10.09

Is the dividend growth for BIP.UN actually negative over these periods, or does this somehow reflect the frequent splits and spinoffs and other moves that Brookfield likes to throw at us?

Q: They are doing a raise at $1.90 - seems like an aggressive discount- would you look to invest at this level?

Q: The subject stocks have all run up fairly significantly. Can you comment on current valuations vs historic, and whether you believe projected earnings support current valuations? Your recent response to a question on volume included that you love new highs with high volume, has that been the case with any of these three stocks?

Q: Hi, I’m thinking of selling BCE after December 16 Ex Dividend so I will qualify for January’s payment. I’m at a loss on BCE in my cash account and plan on using this loss in future years to offset capital gains. So as not too lose the dividend income I depend on I plan on buying the same amount of BCE shares in January after waiting the mandatory 30 days. Would appreciate your thoughts on this plan. Also, on a side note do you see more downward pressure on the stock in December due to tax loss selling and ex dividend or do you feel it’s forming a base and has bottomed out in the 37-38 range . Thanks.

Q: If not owned would you initiate a position TODAY?

Q: I am looking to move some recent high risk stock gains into a dividend/yield product (>7%) that is not a direct function of market equities as I think markets are very overbought. Would something like HYPT be appropriate and can you suggest a few other ideas? Thank you

Q: A conservative investor has these three ETFs. For a non-registered account would she be better off topping up one of these, or is there another ETF that would complement this group. With or without a dividend.

Q: What are your top 3 ETFs (US dollars) for general market exposure?

Q: Hello

Vertiv Holding stock dropped yesterday 10%, apparently, after it was reported that an Independent Director, Steven Reinemund sold 100,000 shares on Nov 20 at an average price of $137. But it was also reported that he still holds 268,333 shares.

You also mentioned about a suit filed against the Co, Friday last week, which, in your view is not material.

We sold our holding earlier this year and intend to take advantage of the drop to restart a position at current level ( $132-133), for long term, due to Co's unique place in managing the data centre infrastructure.

What do you think ?

Thank You

Q: Thoughts on BDX. Healthcare in general has been lagging the market and this company has not produced many gains over the years. Is it time to move on and reallocate money to new area like Quanta Services?

Q: I’m mulling over reducing my exposure to gold mining companies. I own AEM, WGX and a junior. My weighting overall is 2%, not very high I grant you. I foresee Trump’s tariffs driving the USD higher. The Federal Reserve can lower interest rates to compensate but they can only go so far. I’m in the black on all three stocks (for now) but the price of gold can be volatile!

Any thoughts you have would be appreciated.
Jim

Q: Any comments/opinions about the pending lawsuit?

Q: Hello Team,


Which one these would you consider averaging down:

Twist (down 70%)
SPHR (down 60%)
Roblox (down 30%)

I would appreciate it if you could elaborate on your reasons.

Thank you for all your wisdom and kind support!