Investment Q&A

Q: I need to increase my consumer defensive sector. Which would be your favourite among the listed companies or do you have a better suggestion on the Canadian market?

Q: Wow. Is the market rational?
I find it's certainly getting far more explosive in qtrly reaction (up or down).

I am happy with this (what I think is) wild crazy lift in 1 day as Docu has morphed into a 'normal' software company (as in, making $, having profit, high GM) vs hype of 'future $'.

But, stepping back. To me, it is now trading at a "fair" valuation based on 8-10% rev growth and now >20PE.
How do you like how this company has turned itself around ? Do you think this move is simply a catch up or do you see a fundamental re-thinking of docu and there is more room for stock price re rating?
30% in one day? wow.

Q: Pardon the abruptness but It sure would be nice if members could start behaving g alittle more independently and USE THE SEARCH BAR FUNCTION !! Asking the moderator to confirm when a respective dividend date and amount is going to be paid AND Asking about all the Canadian public equities that pay a USD Dividend... BOTH QUESTIONS have been REPEATEDLY ASKED FOR 5 yrs ! Considering the vast amount of hi level expertise our moderator has too offer everyone these very basic administrative requests are serious waste of the moderators and other members time ! Perhaps implementing some better auto populate drop down functions or some How to Video s could be created to combat this ?!? This saved time for the moderator could in fact add value and time for the moderator to reallocate research report time for some USA Equities since PA subscribers are encouraged to hold a 40% USD portfolio allocation !! My estimate is nearly 25% of some daily question volume is really just laziness of the author not using the platforms software search functions. JMHO !! You can deduct 2x the credits for the abrasive tone of my request :) and wasting everyone s time having to read this. Have a nice day

Q: For a 3 year hold,which would you choose?Thanks.

Q: In regard's MRVL's last question on Sept 27 you noted a sales decline. I understand they reported on December 4 and seem to have done well. Is sales growth still negative year over year and is it's forward PE ratio still with-in reason? I suppose they are a competitor of NVDA which may be a risk more than an asset even if its chips are cheaper than NVDA's. Have they invented a better chip or is there anything about them which is better than NVDA other than price? Any thoughts you have would be appreciated.
Jim

Q: If FSZ were to get bought out with metrics similar to CIX what might that look like to a price of the stock?

Thx

Q: Could you please comment on their results and outlook?

Thanks,
Milan

Q: Good evening, how do you view these two stocks in light of upcoming tightening of immigration to Canada? Would this be a positive or a negative? And in Propel's case, would it be outweighed by attempts at international growth? Buy, hold, sell? Thank you!

Q: Hi,
Can you suggest 5-10 stocks with high growth potential for a holding period of 5+ years.

Thanks

Q: Hey guys,

I know apples vs oranges but would selling out of Atd.b and purchasing Bn (making it 7%) make sense inside a "balance" portfolio?
Thanks
Jim

Q: Good evening. Hopefully a simple question for you. If you could only choose one for best overall returns over the next three or four years, which one would it be please? Or is it a close call?

Q: Please rank these,best first.Any you would not purchase?Three year hold. Thanks.

Q: I notice that Nividia has invested in Nbis & Soun,
Appprciate if you could name other companies that Nividia has invested in that trade on North American exchanges’
Thank You

Q: I have owned this REIT for sometime and am very pleased with it but lately, it has been going down. Can you shed some light on why this may be happening? Should I add to it at this time? I know it is one of your favourites. Thank you for your great service.

Stella

Q: Good evening 5i Team,

Can you please give me your current assessment of Profound Medical?

I've held this stock for about five years. It peaked in 2021 at just over $35, and with the recent drop (due to yet another financing), it's down to about $10.66. I've listened to each earnings call, and it's been the same message for years now that widespread adoption of their non-surgical MRI guided prostate cancer/BPH treatment is just around the corner.

Their "First-time CPT code reimbursement for TULSA" is to be effective January 1, 2025, and they recently partnered with Siemens in a co-sales/marketing deal.

Is more patience (along with patients) warranted here, or is it more likely time to move on? Thanks, Brad

Q: What is your opinion of the Motley Fool 100 index ETF ticker TMFC ? It looks like they just copied QQQ holdings/weightings with a few minor adjustments.

Q: AUMC

This is a strong buy out of USA A uranium potential with a 1000 % upside

Ever hear of it ? RAK

Q: I have another question about the proposed deal to buy part of Gear and spin out the rest into a new company. Dave in his question on december 5th made it sound that us existing share holder will get 61 cents per share and 1 for 3 shares in the new company. The way I read the press release on the Gear website it is 61 cents or 1 for 3 shares in the new company. I hope Dave is right because then the current value of Gear shares is much greater. How do you read it? Is it and or or? Also what happens if the mail strike is prolonged and we don't get this circular in the mail. My email is full of so much junk that I could easily miss an email from Gear Energy and not vote. I think I am not the only one who would miss it. Also I know how to go to sedar's clunky website and look for stuff but everyone might not know/or want to do that. It seems a little fishy/stinky that this is being presented during a mail strike and they want to finalize this quickly (Jan or Feb). If Cenovous is the buyer then they will be able to take advantage of all the tax pools that Gear accumulated from their years of losses. If so they can pay more than $110 million for 3500ish BOE of production. Heck that is only a little over $30,000 per flowing barrel plus the benefit of using the tax pools. I understand why the purchaser wants this to go through quickly!!!!

Q: my tfsa equities are long trrm holds and i want to buy stocks/etfs that are on the drip program
Please advise where i can look to find out if an equity is available for drip
Many thanks
peter

Q: chart please