Investment Q&A

Q: Hi
Thank you for your assistance with my portfolio style questions. I am looking at a company, Vertiv? What are their prospects, would this be a good stock to invest for the next 5 years and are there similar stocks that may be better purchases?

Thanks, Len

Q: Can you account for the recent drop in TMO and possibly also for its quick recovery.

Portfolio analytics call for more in my healthcare sector. Do you prefer ETFs or individual companies here?

Please recommend a few of your favourite quality long-term holds for both (more American than Canadian, but both if possible).

Thanks as always.

Q: Hi Peter, Ryan, and Team,

We hold IHI in our non-registered investment account, and I recently looked at US News (https://money.usnews.com/investing/articles/best-health-care-etfs-to-buy-now) which stated:

“The main issue holding weight-loss drugs back is their exorbitant price tag, with Ozempic clocking in at $980 per month and Wegovy at up to $1,300 per month. If weight-loss prices fall or if insurers and employers start covering their costs for consumers, that could negatively impact medical device-oriented funds like IHI.”

Do you concur with this view? I note that XLV has surpassed IHI in four out of seven periods from one month to ten years. Alternatively, since Portfolio Analytics indicates that we need to increase Healthcare exposure, would starting a new position in XLV at this time be prudent?

Thanks in advance for your advice.

Q: I hold many names from your Balanced Portfolio. I am in the process of deploying cash with the intent of building a more balanced portfolio with a long term view. What 10 Canadian names would you buy today and what 2 US names would you buy?

Thank You
Tim

Q: I just asked about how to access flash reports. I was interested in seeing TFII. Response was to simply input stock symbol and it would appear. I do this for TFII and the most recent report is a full report from April 2022. Am I missing something?

Q: Hi, I've held ATS for a while to see a nice gain and now back to even. . I'm debating on adding, selling or just holding. What would be your recommendation today and why?
What other Canadian stocks in the sector do you see as better if moving on? Thanks

Q: Hi,
could I get your comments on Q1 please?
Thanks,
Dan

Q: With regard to the current fiasco, would you expect any heads to get nicked, especially at the top, for having this happen on their watch? The amounts of money alleged to have been washed is incredible. Or am I guilty of armchair quarterbacking?

Q: What are your thoughts on Vermillion latest quarter results? Would you be a buyer here?

Q: RBC isnt showing much revenue growth for 2025, considering the massive capex spending announced recently in big tech, I'm thinking of moving on here. I realize it's up 45% ytd and 128% in a year, it's also up 128% in 5 years, of which I've been in the stock, are analysts being too conservative? I already own NVDA and VRT, interested in other high conviction names that will benefit from from the capex?

Q: What are your thought on taking a position in this company with its recent earnings miss? Still too expensive and with much debt?

Q: I believe these stocks that I own all report this week. Could you please give the consensus for each. Also could you rank them in order of preference. Deduct credits as needed Thanks

Q: IAU i-80 Gold Corp. Could you comment on the prospects of this gold company. They seem to have promise, but they have not participated in the gold rally. Time to sell?

Q: What does the market expect this week?

Thx

Q: After your weekend review, please advise as to whether or not you would recommend adding to one's position in OTEX in light of the latest earnings report. I am keen to do so, but only if 5i continues to believe in the longterm prospects of OTEX.

Q: Thanks for the podcasts and blogs - really helpful. Would 5i consider placing links on the profiles pages for the companies mentioned in those blogs and podcasts, for easier reference?

Q: What are your thoughts on fundamental indexes? Are there any emerging market fundamental indexes or etfs you would recommend<

Q: Would 5i comment on earnings for AND and anything you may have gleaned from the report and conference call { if it has happened yet } . I know what the earnings are { down a tad from 2023 but not a lot } but would like to hear 5i's opinions on the business and business model going forward both short and mid to long term .... The stock has been a bit unexciting in the recent past and I am trying to assess whether to move on ...... Thanks for your terrific service . Garth .....

Q: You indicated there was a flash report issued for TFII. Thanks for pointing this out. If I'm interested in seeing all reports, both formal and flash, for a company, how do I search and access them?

Q: Do you think Kraken Robotics has a decent chance for some substantial upside before the end of this year? The same with Capstone Copper, thanks?