Investment Q&A

Q: I just want to thank all of you at 5i for your great advice.
Aside from the cad $ hedge is there too much overlap? Could I remove one? And If I remove one should I add a different international etf. I also own VEE.TO they are all equal % amounts in reg acct. and please deduct required amount of credits.Thank you all.

Q: Hi

Would you start a position in this stock.

It has done well in the last few months.

Thank you

Mike

Q: Hello Team 5i,

I realize the Healthcare sector is having a tough time at the moment, but may I have your assessment of Genmab A/S's fundamentals please?

Thank you!

Q: Hi, 5i team. What are your thoughts on this company? It has been doing okay lately and I have a relatively small position atm but want to add as I find it compelling. Thoughts?

Thanks!

Kevin

Q: Good morning,

Could you please briefly comment on SE's recent results? As well, could you rank the potential buy order of these seven growth stocks today? Thanks,

Brad

Q: Can you buy byddf in your TFSA? I read somewhere OTC stocks can't be held in tfsa

Q: Thoughts on Sony please. Buy, sell or hold. Thank you!

Q: Growing economic inequality and an expanding class of super-rich seem to be basic global trends. Are there etfs targeted to luxury goods and if so, what are the best performers? If no etfs, can you recommend 3 companies?
Jack

Q: Ferrari has taken a big hit today. Is it time to get out or is it a buying opportuniy?

Q: Hi,

I am considering a position in novo nordisk (the CDR).

1) Is this a good investment?

2) I have an uneasy feeling about the hedged CDRs. Where do they make their money? Where is the retail investor getting exploited?

Cheers,
David

Q: Hi, NVO is bleeding big time today. At what price do you think it is tempting to buy or start dipping in? Thanks

Q: I've been hearing some good things about this company and it's new technology that would be aligned w/ the theme in AI investment / augmented reality etc. It seems their co-packaged optics technology would have a big impact on energy usage / efficiency of AI-related chips and could be a big beneficiary of future investment trends.

Are you familiar with this company? Any thoughts on its prospects?

Q: EADSF Is this a stock a buy over Ba today and why?

Q: Hi, I'm curious your thoughts.

Q: Thoughts on LVMH ? Thank You

Q: Does investing today in a China Large Cap ETF make sense to achieve diversification away from the US markets?

Q: Hi, my wife is wondering about Tata Power, how an investment in that company would do...

Can you offer us any advice?

Thanks so much!

Rj

Q: Hello - What are your thoughts on starting a position with Stellantis as it pulls back?
Dividend is more important that growth.
Thank you

Q: I know you are not specialist of out of Canada companies but Röko AB is an investment company, founded in 2019 that specializes in the long-term acquisition and ownership of profitable small and medium-sized enterprises (SMEs) in Europe.

Their approach is that of a "perpetual owner," meaning they do not intend to sell the companies they acquire, similar to CSU.

Their strategy is based on the following principles:

Company Portfolio

Röko holds a diversified portfolio of companies across Europe. Here are a few examples to illustrate the variety of their investments:

Addedo (Sweden): A software reseller and consulting firm specializing in financial consolidation.

Atemag (Germany): A developer and manufacturer of components for CNC machines.

Les Deux (Denmark): A men's fashion brand.

ETB Technologies (United Kingdom): A specialist in refurbished enterprise IT hardware.

Oppigårds (Sweden): One of Sweden's leading craft breweries.

Pureoptics (France): A provider of network transceivers and cables.

Financial Information and IPO

I read that Röko AB completed its Initial Public Offering (IPO) on Nasdaq Stockholm in March 2025, generating strong interest from institutional and retail investors.

My question is: Is this a copycat of CSU and would you invest in it considering it's market cap ?

Do you like the CEO Fredrik Karlsson, was previously the CEO of Lifco, another highly successful Swedish serial acquirer ?

Q: I have a portfolio of 25 individual stocks (diversified among most sectors) with no ETFs. Within this portfolio I own companies that trade in CAD and the US but have operations and/or varying degrees of revenue in other countries such as CLBT, AXON, TOI, VHI, UBER, BKNG, WSP, TRI, BN and some of the MAG 7 with their worldwide reach such as GOOG. I often wonder if this is adequate international exposure for a healthy portfolio or should I have a specific international ETF?
I have not been a fan of ETFs due to the often wide exposure that can include "the best along with less than the best" (and they are boring, :), haha). But for long term growth and healthy diversification I often consider opening a position in an international ETF such as VIU.
But then I face my conundrum. In the past 5 years the return on VIU has been 41.4% (Yahoo Finance). Perhaps my expectations are out of line, but I would not be happy (and I would be bored, :), ) with the same return from VIU in the next 5 years. Even a conservative Canadian bank with some international operations such as RY has done 90% in the past 5 years (Yahoo Finance). It seems to me that I must give up too much possible growth in order to achieve a healthy level of international diversification through the instrument of an international ETF.
Perhaps this is a conundrum that need not be solved, but do you have any thoughts that may lead to a wiser investment perspective or a needed tempering of my expectations?
As always, thank you for your excellent service.
Cal