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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: With today's jump in ARM and current valuation, would you suggest selling and buying back when things settle ? I was tempted to sell when it hit $120+, but did not...

- I love many facts about the company and thought buying at $78 was expensive, but realistically what are the 5i Crystal ball suggestions and recommendations ...

Happy Spring in February!
Thanks
Read Answer Asked by michael on February 09, 2024
Q: I already hold a bit of TFII and WSP but would like more in industrials. I’m thinking of either adding to TFII or starting a position in STN or TT. Is there still good reason to add to TFII? If not, both STN and TT have good momentum, but as I already hold WSP, would TT make more sense?

Thanks.
Read Answer Asked by Alan on February 09, 2024
Q: I'm a fairly unsophisticated investor so your advice has been well worth the price.

I am trying to understand the metrics to better value a company.

The price of some companies like Costco and CSU has soared, but you have mentioned such rises not being a bubble if other metrics like P/E ratio are in line with that. Is that the case for these two companies or are they now over-priced?

Also, you seem to be recommending VRT but the P/E ration on that is around 90. That seems very high.

Read Answer Asked by Kevin on February 09, 2024
Q: I have some cash to deploy but am feeling that everything is too expensive amidst the current euphoria.

Do you think it is worth sitting on cash, at least for a while, to see if things settle?

On the other hand, can you recommend 3-5 stocks in Canada and US that are at a good current price.

Also, and please take more points, can you name your top 2 sectors in each country.
Read Answer Asked by Kevin on February 09, 2024
Q: Thanks to Earl for his recent note on how to go about selling PDYPF shares (?) through BMO InvestorLine.

However I'm still confused as to what the Flutter Entertainment transaction is actually all about.

Is the Fan Duel listing a spin out from Flutter and a completely separate listing? Ie, is this a choice between owning Flutter shares or Fan Duel shares on the NYSE?

Is it a choice between what exchanges you want to hold your shares on, NYSE or London?

If the Fan Duel listing is a spin out, do PDYPF share holders get some Flutter shares and some Fan Duel shares?

Finally, if it's a choice between one or the other, which one do you favour, Flutter or Fan Duel?

Thanks,
Pete
Read Answer Asked by Peter on February 08, 2024
Q: My 22 year old son received a $100,000 gift from his grandfather on his birthday. His TFSA and FHSA are fully funded so this money will go to funding his first unregistered account. The S&P 500 has shown an average annual return in excess of 13% over the past 15 years and over 20% in 2023. As such, it is tempting to just put the full amount in an S&P ETF, but having come off a 20% year gives one pause. What is your recommendation in this case?
Read Answer Asked by John on February 08, 2024
Q: When 5i answers a question like this are the 3 top picks listed in priority order?
Or should thee answer be simply interpreted as “ endorsements” if one is looking for stocks to buy now ?

Thanks
Read Answer Asked by Donald on February 08, 2024
Q: Hi Group what's going on with FFH this am. Is it a buy sell or hold is it a good time to add more as i already own it. Also what's you top 3 picks in (stocks or ETFs /US or Cad ) Financials / Health care /Industrials /Tech / Consumer Disc...Thanks for your help it is much appreciated
Read Answer Asked by Terence on February 08, 2024
Q: Hello 5i
Do you have any recent information or feelings about Novavax. I don't know if they have other exciting things in their vaccine pipeline or if they just missed the boat? Fortunately I'm "asking for a friend" looking at the chart NVAX has made money disappear for 3 years at an extraordinary pace.
Thanks as always! You have been a great resource !
Richard
Read Answer Asked by Richard on February 08, 2024
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