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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Good day,

Did a huge portfolio makeover a few months ago, almost entirely with your picks (minus a few that didn't click for me) and some of my high own high conviction names. For the most part, they've all done pretty well, with the exception of the last few weeks.

1. Is the last few weeks just overall uncertainty/retraction?
2. bep and bip are down ~15%, is it worthwhile getting out and averaging down BAM or BNS?
3. ATS and CELH are down after large runups after I bought. worth buying/averaging down on one of these?
4. DCBO and NXT back to scratch after huge runs. Do you expect those levels to return? Timeline wise? NXT spun from FLEX, but Flex continues to climb
5. KXS is down 8%, and seems pretty spikey over the last 5 years. Just wait for the next one? Should this start to create more of a steadier trend upward?
6. I bought POWL, and it's basically done nothing, thoughts on the company now? alternatives?
7. I saw a youtuber vid that really loved POET for the coming months years. I was telling a friend about it yesterday because I like (and understand) the technology and what it could do. He literally bought some while we were talking yesterday morning and he's up 30%... Are the company fundamentals/contracts improving? or could it just be hype from youtubers and the like?

Almost all of these had some pretty significant periods of running since I rebalanced in Jan/Feb. I know market timing is not a solid practice, but in a lot of these growth names, at what point is that jump worth moving on from, freeing up some cash for another opportunity down the road? And how do you determine whether it's time or not?

Finally, in the event that your attitudes have changed on any of these, do you have a top 3 CAD, top 3 US new ideas over the last few months that have really turned the tide/become strong buys that I may replace/add?

Thanks for everything!

James
Read Answer Asked by James on May 01, 2024
Q: hi 5i, these stocks are in my cash account , I need to sale 2 or 3 of them to raise some cash. I'm happy with all of them. but unfortunately have to sale. I'm thinking I could let go SMCI (since I have NVDA), VHI, and META. Or trim a bit of each. Your opinion please! thanks
Read Answer Asked by Fernando on May 01, 2024
Q: Hi,
I was looking at NXT on KoyFin and noticed a reported increase in the number of shares from ~42M in Feb. '23 to ~137M in Feb. 2024. Do you know why the share count increased so much and do you think it is affecting the recent decline in the share price. I realize that the market is not that great lately and is a major factor for any stock price right now.
Thank you. Michael
Read Answer Asked by Michael on May 01, 2024
Q: Which 3 Canada Energy stocks (besides SU and ENB) do you currently favour for a 5-10+ year hold?

Please feel free to suggest a company not present in the stock list.
Read Answer Asked by David on May 01, 2024
Q: Good Morning,

Do you know where I can find a list of Canadian companies that have not cut their dividends based on consecutive years? I’m already aware of the Canadian dividend all-star list (Cdn dividend growers). What I want is to expand my list of Canadian dividend companies to consider. Thank you.
Read Answer Asked by David on April 30, 2024
Q: Hi 5i Team,

I'm trying to clean up my US Portfolio so that I'm at 20-25 equities total. Please advise which 20-25 companies you would keep for a 5-10+ hold with balance/diversification but also some growth in mind.
Read Answer Asked by David on April 30, 2024
Q: Can you name another stock that is as boring as this business that can match the return on investment? Do they have any competition?
Thanks Again
Read Answer Asked by eugene on April 30, 2024
Q: I have purchased a Bitcoin TEF in the past as a trade. I made money and got out. I do not have the understanding/trust in crypto to consider making a longer term or large Investment. I am aware that there are crypto assets, trading platforms and miners. However the concept seems to be based entirely on a level of trust which I do not have. This question is not about FOMO. I do not have a burning desire to invest here but to understand. I am not asking for deep dive but what is your approach to investing in the crypto market? Thanks for your help.

Mike
Read Answer Asked by Michael on April 30, 2024
Q: When 5i wrote the report on PRL the share price was $15.65 ..... Today it is $23.60 . Which is a considerable rise since the report was written ...... Could 5i plug in the current share price into the section titled " Valuation " and calculate and reassess the same statements using the current share price ? ....... This will help me make a decision regarding a purchase at the current share price .... Thanks as always for your valuable analysis .....
Read Answer Asked by Garth on April 30, 2024
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