Investment Q&A

Q: I am down approximately 20% on MDA in what seems to be a week.Do i hold this name ?Its also fallen 15% from its very recent secondary US oversubscribed offering.

Q: What do you think about the risk of this bond purchase? I am looking at holding to maturity (if not called).

Q: A Wall street Journal article today paint a dire picture for LNG supply for the next few years. "Even if the Trump administration and Iran agree to end the war soon, the consequences for the LNG market will be long-lasting—and even more profound than for oil, experts say."
Even if the war ends overnight, it will take the gas market much longer to return to normal than oil,” A lot of the slack in the system used to be picked up by LNG, so the knock-on effects are massive.

My question: what stocks do you see that will benefit from this shortage of LNG?

Q: I am considering selling some BAM to realize a loss and adding it to BN. Any info about CRA not accepting the loss due to the relationship between the 2? Also, any thought on which has the better prospects for total return in the next 2 -3 years; dividends are not important, just total return. Thank you for your excellent service.

Q: Some commentators have said that the recent court decision against Meta is equivalent to the decisions against tobacco companies a few decades ago. Your thoughts on potential ramifications of recent decisions in California and New Mexico, please.

Q: I get that HXS is a tax-efficient option for high earners in a non-registered account but are the higher fees (e.g., swap fee) worth it just to avoid the 15% withholding tax in a TFSA?

Q: In a recent article that I read, the focus was on filtering “companies with expected ROE expansion driven by improving margins and total asset turnover, not financial engineering.”

Among those at the top of his list, the one that interested me was MDT.

- Do you agree that MDT should see favourable ROE going forward?

- Any concerns about valuation or competition?

- Would you agree that the requirement for MDT's devices would be more resilient during recessionary times compared to other types of surgeries?

Q: Do you have any comments on this AI travel company that recently beat earnings, and was mentioned on BNN today. Also brokerages apparently have buy recommendations.
It is also down from its high.
Thank you

Steve

Q: Hi 5i Wonder team!

How do you feel about this company’s fundamentals as a pick and shovel option for critical mineral sector?
I know it’s just IPO’d so has a lot to prove but do you feel it has some compelling attributes? Such as a strong moat, good positioning, promising future revenue projections etc?

Thank you so incredibly much for your expertise particularly in such volatile times.

Q: If we enter a severe recession, what is the possibility of redemptions from companies such as CASH, being refused. Are there any other situations whereby funds held in an ETF like CASH, are not accessible.

Q: Greetings 5i, which one you you buy today, Micron or Intuit, and why the one over the other? Thank you.

Q: Hello Team 5i and Everyone,

Unless Trump pulls a rabbit out of his hat, from what I’ve been reading the closure of the Strait of Hormuz falls into the category of “too big to fail.” And since the price of oil affects nearly everything globally, one would assume that we’re likely to see price increases soon enough in nearly everything as it is passed onto the consumer. (Like food, unfortunately.)

In another service I subscribe to a member there has a background with global oil logistics. In their assessment, if the war ended today it would take 4 months to get the shipping lanes fixed. 6 months to restart the oil fields at 85% original flow. 4-5 years to fix the LNG plants. Meanwhile countries are starting to hoard oil and oil products too, which only adds to the global demand when we really need to be destroying that demand at the moment. They equated that we need to destroy as much oil demand as we reduced during covid, but this time we need to do it with price.

At least with the problem of the tariffs, if the current US administration had snapped their fingers at any point last year and got rid of them, in theory the problem would have been solved “instantly.” But that doesn’t seem to be the case here because of the drones and missiles hitting the oil refineries. And sadly, especially for the people living inside this war, this is turning into a pretty big mess.

So what I’ve been mulling over is:

What effect would prolonged higher energy costs due to the closure of the Strait of Hormuz have on the data centre & AI buildout, etc and the debt being used to finance these projects? I’m under the impression that the AI buildout is supporting the US’s economic growth at the moment. Also seems like Space X, Anthropic, Open AI are all trying to IPO this year as soon as possible. The KOSPI which is over-concentrated in semiconductors looks like it had a blow off top recently.

What other important potential problems have your attention at the moment that the increase in energy costs could exacerbate?

Any further comments would be appreciated.

Thank you & appreciate the big brains at Team 5i,

Sandra

Q: I find it a little odd that these shares are down {(some nearly 30%). It is as if they forgot how to make money. Many voices lining up against them. A couple of independent analysts I use have them top picks. Is it time to start building positions?

Q: HEy 5i, I’m tired of looking at Comcast in my portfolio (down 37%) and looking to swap it out with Blackstone which I believe has a better future. I believe this is an upgrade even though it’s in a different sector. What do you folks think.

Q: Is Palantir a good trading proxy for this "Trump Excursion" as it does have a lot of contracts with the US defence dept?

It is trading at the lower end of its range.

Thnx
Dave

Q: its been in a nice uptrend. thoughts on whats driving it?

Q: The last comment I see on MTL has it as a hold. Have increased fuel costs change your opinion?

Q: Would you add today to 1/2 positions in MDA and PNG for a 1-3 hold?

Q: I am up over 800% NVDA which is starting to make up a substantial part of my portfolio. I am 5 years from retirement. would you let it ride? How much more is left in the tank here for NVDA?

OR would you sell off a portion of profits here and if so which solid dividend paying US stocks (hold and forget) would you purchase with the proceeds (maybe name 2 or 3).

Thank you !

Q: No one knows how the war will play out and whenever there is a sign it could end the market rallies. Assuming Iran plays tough by economic warfare on US, not giving in, not negotiating, not opening up strait, markets will continue to sell off, oil rise, inflation rise, growth slow. My question is how much pain could the market endure in this scenario and would there eventually be a bottom with a new normal of an ongoing war like Russia/Ukraine? I know it is not a good scenario but want to be prepared for all. Are you staying fully invested or using stop losses?