Investment Q&A

Q: Would now be a good time to sell IBM? I bought it years ago as a long-term hold, but it's way up, and I don't know if there's any more upside to it. If so, which US-listed company (or two) would you replace it with?

Q: Sir. In the spirit of weeding the garden, I find myself well down in these stocks…with a time frame of 1 year , please comment on which to keep or toss how…. 5i had good things to say about many of these in the past, but we all know that times change quickly in this business…

Q: Could you please comment on last week's NR from DHT.UN (see below). The market responded favourably and so did the analysts with a multitude of raised targets. Thanks as always.

Immediate and accretive cash flow generation replaces structured annual caps –

– Increasing capital deployment guidance to over US$1.25 billion deployed for the five years ending 2025 –

– Now expecting high-teens Royalty Income CAGR through 2025 and mid- to high-single digit Royalty Income CAGR through 2030, excluding any new transactions –

this is the press release we are referencing.

https://drihealthcare.com/dri-healthcare-trust-announces-the-expansion-of-its-royalty-entitlement-on-the-us-net-sales-of-omidria-updates-deployment-and-cagr-guidance/

Q: Hi: I am looking back at your recent answers and also this week’s earnings. Are you now recommending that GOOS is a sell, please advise with some suggested guidance going forward. With their seasonal business it would also be helpful if you can comment on likely updates to their progress, ie we need another winter to pass before we see any changes.

Thanks in advance.

Q: Dear Peter et al:

Your consistent positive answers about PLTR and your courage of conviction is admirable. Whether fellow subscribers pose questions on PLTR lumping it with other technology companies (different fields) or on its own (in Nov/Oct 2023) you have always expressed your positive endorsement of PLTR.

But it has been slipping recently despite positive AI environment and Govt contracts. Whilst it has recovered from its low , it hasn't taken off like other AI darlings. (especially today when Meta added 200B in a day!!)

From your consistent previous answers I know:

You are not a fan of "averaging down".
Yet some times you suggest one take 1/3 or 1/2 position and then take a full position later.
You also have cited studies that suggest taking a full position has better outcome in long term instead of averaging down or up.

I know you answer to fellow subscribers' questions based on the way they pose the question.
That may explain the apparent conceptual contradictions. I understand that.

What are your words of wisdom about PLTR taking above points into consideration. Take a full position/or do a 1/2 now and 1/2 later, wait for a while? Will it reach it's once peak of 40+$? Who are it's real competitors? Should one switch?


Many thanks.

Q: Hi Team,
NVEI announced partnership with CASH APP yesterday. I had expected this to be a bigger deal than the market is telling us. It seems nothing can move the needle with this name. Is it being constantly held down by the shorts? Is it worth holding on to? I am down huge in this name (-78%), and so far, it doesn't seem to be recovering.

Thanks,
Shane.

Q: Peter and gang,I just checked out my rate of return since inception on the acct. that holds your balanced portfolio and it is an amazing 500%.I do use margin to some extent and I have DOL and FFH in the acct,but don't have TRI and IFC,I also swapped CM for BN and PHY for AEM.I have been a member 5I pretty well since inception because I was a big fan of Peter's on Market Call.Also,in my other accts.,before I buy a stock I always check what 5I has to say about it!!!So thanks again,I couldn't be happier!!!

Q: is there any upside at all to this company because exactly a year ago today well was at $3.85 per share and today it is at $3.72 per share. I have lost my patience with this company can you please suggest a better company that might have potential in the next year or 2 thank you

Q: I am considering purchasing one of the ETF's for income as well as total return potential over the next 3-5 years. Which one you do you believe has more value?

Q: would appreciate your view on AIP arteris on nasdaq.
thank you

Q: I noticed that LTV has halted trading. Looks like they are selling their assets and patents and will try to remain on the TSXV in hopes of finding something to buy or engage in a reverse takeover. Couple of questions
1) is company dead and simply taking a last breath or is there any hope at all
2) if it does stay on the TSXV but move down to the "NEV Board", what does that mean and can the shares be traded on the NEV Board just as easily as they trade today on the "tier 2 platform"? What is the difference between the NEV board and the tier 2 platrform?
3) what would you do?

Thanks

Scott

Q: If I have to trim Tech to get more diversification, what would be your top three picks in each of Basic Materials, Utilities and Industrials. They can be either Cdn or US companies or a combination thereof. Thanks

Q: My investment club was looking at buying into Triton International only to realize that it was acquired by Brookfield but still has preferred shares listed from the original company.

The original intent was that we are a buy-and-hold type group and were looking for a reliable dividend payer in the shipping industry. We are interested in still going through with purchasing the preferred A shares but the group is all pretty new to DIY and do not have experience with this type of holding.

Are there any additional unknowns that we should be watching out for here? Do these preferred shares have an expiry or carry any additional risk?

Thanks

Q: I am trying to purchase 5 american companies to hold in an AI-focussed portfolio, probably for 5 years or so through this next bull market. I already own the megacaps and so I am specifying less than $200 billion market cap for each of these. Can you give me your top AI-related plays with these criteria? Thanks.

Q: Your thoughts on DRI Healthcare Trust please. I am reading outperform ratings in the Globe and Mail. It is a comfort to have 5i to ask questions - thank you. Barbara

Q: In the last year, I have gone from being up on PBIT, to being down about 30 percent. What is your outlook for this stock? Is it a buy, sell or hold? Thanks

Q: Over the past number of years, I’ve dramatically altered my investment portfolio from mutual funds through an advisor to buying individual stocks in a diversified manner on my own. I’ve religiously followed the advice of 5i by reading up on your suggestions and learning from reports etc. I’ve gleaned much information from other readers like minded questions and appreciated the astute 5i answers. I can’t say enough about how this has been appreciated. I’m very happy with the performance of my portfolio and could not have been so successful without your input and sound advice. I was wondering if 5i might consider supporting a charity that perhaps some of your readers could contribute to in honour of your tremendous efforts. Thanks for considering it. Dennis

Q: I don't really understand what happened to the $5 special distribution. I know it was consolidated into the existing share count, but I do not see any benefit. Can you please explain. Thanks

Q: Does their DRIP have a discount?

Thanks


Sheldon

Q: Good Morning

Anybody”Red Flags” with Topicus deferring their earnings release?

Thank you