Investment Q&A

Q: I am currently overweight tech in general (36%) and NBIS (9%) in particular. I reluctantly feel I need to reduce my exposure to NBIS and, as I am underweight industrials, am in search of suggestions for growth-focused US industrials. Would you kindly provide 3-5 names of mid to large cap industrials you are reasonably confident can match or outperform the NASDAQ over time? AXON and WSP already held. Thank you.

Q: Do you have anything negative to say about this company?

IMO this is one of the best gold/silver stock in the market due to a broad/diversified asset base, great management, and good exposure to both gold and silver (65%/35%).

Just wondering what you may not like about TFPM

Q: What % of a growth portfolio would you suggest to be in small caps for an investor in his 50’s?

Q: Hi Team,
Any specific reason on why RDDT is down so much today and yesterday? I am not seeing any specific news. Or is it just crazy volatility at work here like a lot of these growth names lately? Would you consider the recent weakness a time to add or hold at this point?

Thanks,
Shane.

Q: In an earlier question, you said let GSY settle down and it is a buy at $170. Well here we are and is this a screaming buy?
Thanks

Q: I may have missed it in another question already asked and apologies if so. Given that this company is based in Europe will it not be negatively impacted by US Tariffs even though they are partnered with Nvidia and Microsoft? If so to what degree would you think that may impact their operations going forward?

Q: Hi there, what are your current overall favourites names in the US space for growth with a decent risk to reward (ie: not looking for all or bust type names).

Thanks!

Q: Hi 5i,

MELI has had a sharp decline in its share price the past two days and I can't seem to find any news that would explain it.

I know.... I cringe when I see a question about "why did this stock price drop" and usually the answer is "because the market is crazy and doesn't have to make sense short term".

I am asking this question because when I take a look at what I would consider MELI's competitors/similiar business, like AMZN and SHOP, their stock prices are moving in a positive or at least stable direction. Can't help but feel as though I am missing some key info.

I have held the stock for over 5 years and intend to hold it for at least another 2-3years. Still have confidence in the Business model going forward.

Maybe I'm just letting the market noise finally get to me.

Would appreciate your thoughts.

Thank you,

Greg C.

Q: Hello,

I appreciate you keep the pulse and providing updates on CSU & co.

Could you provide:

1) Earnings performance last 3 quarters: hit, miss or beat.
2) trailing, current and forward PEG ratios

On all of the above

Thank you

Q: Can I get your general thoughts about gold and silver please. Broadly speaking gold is in a fairly new bull market, which tend to last many years once they start. Silver is just about to print its highest quarterly close ever (45 years in the making), and is within striking distance of all time highs.

For the last ~15 years it's been a fools errand to have much exposure to the sector, what do you think is an appropriate weighting for precious metals? Are you bullish on gold and silver?

What are your top 3 picks for gold exposure, and top 3 for silver exposure? Thanks!

Q: Brookfield and related entities. What percentage of total portfolio would YOU be comfortable holding. Right now I am at about 13% including BN, BAM, BEP, BIP and BIPC all held in a USD non-reg account. BN is largest holding in Portfolio.

Q: Yesterday a FDA official gave very negative opinions and comments on Aurinia pharmaceuticals then removed them at end of trading day. Volume went up to almost 8million shares and stock was crushed. This stinks to high heaven. What do you folks think of this and will there be law suits maybe officials checking into short covering etc. Also how long will the cloud remain over this stock it was just taking off when all this happened.

Q: Hello,
What do you think of buying the Lululemon dip ?
Thanks !

Q: Hi there: I have been retired for 5 years, in my late 60's. In which order of the above will you buy, given that a few of them are in their all time high. Could u rank them from high (10) to Low (1), and what entry price make sense to you. From a dividend return point of view, and from a Growth point of view. Take as many credit as you see fit. Thank you again

Q: Hi, in my rrif account, I have both, and I’m considering selling dir.un and adding to Zmi. Dir.un 5years ago was approximately $12.30 when I bought it. Today it is much the same, I think if I sold I might make $100 . Zmi seem much more diversified, safer and could actually make some capital gains. Is the .20 mer and 1.2% difference in dividend a deal breaker, or would you consider this move for a riff account.
Thanks

Q: We hold most of the 5i Balanced and some of the income portfolio stocks plus the fallowing us stocks. amzn, brk.b, cost, goog, isrg, lly, msft, nvda, smci, vrt, v. Berkshire is over 8% and the others are 5% please suggest a couple of us names to add to this portfolio. or any to trim. ( US is a growth portfolio ).
Thank you for your superb service over more than 10 years. Ian

Q: Hi 5i Team,
My husband and I are in our RRIF years so we have large injections of withdrawn cash into our investment accounts throughout the year. We also sell stocks from time to time when they reach a target price and end up with more cash. The intention is to reinvest but often deciding what and when to buy means that large sums are sitting idle for long periods. HISAs, GICs and other interest bearing alternatives are generally not worth the effort given how they are taxed.

We would like your recommendations on what to do with these funds while researching and waiting for appropriate investments to surface. I’m thinking index funds and ETFs - things that are taxed efficiently and are liquid.

Have you any specific, short term recommendations? They could be Canadian or US as long as they can be bought and sold easily and quickly.

Thank you for your thoughts!

Q: USA America Gold and Silver VS DSV Silver Corp Discovery .Which of the two would have greater potential growth and long term investment return 3-5 year hold.

Q: Any updated view on Carvana?

Q: Hi There,

PRL down almost 25% from its July high. What is going on here… Investor concern about bad loans? Are there any serious issues you see at the moment?

Thanks!