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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: Good day team,
I know you’ve been asked a lot about small and mid cap etfs but can you kindly recommend a few etfs both hedged and unhedged for a non registered account pls. No need to funds for at least 10 years.
Read Answer Asked by Seamus on January 22, 2025
Q: Hi, for smaller cap companies, what would be your max position sizing for someone that is a medium/high growth oriented investor. What are some criteria's you look at when sizing a position depending on if it is small, mid, or large cap? Beta/volatility, cyclicality? I'm guiding towards 5-8% for larger cap names such as CSU, BN, BKNG, GOOG, etc... and 2-3% for smaller names such as LMN, TVK, PRL, WELL, VHI, ATZ, etc.. I know for more volatile names, a smaller position can have just as large an impact in a portfolio. Thanks!
Read Answer Asked by Keith on January 22, 2025
Q: I own both TVK and HPS.A and have done well with both. Position sizings are approximately the same.
If you are going to add to just 1 position today, which one would you add to?
TVK - todays price is $130 ish
HPS.A - today’s price is $120 ish
Read Answer Asked by Anh on January 22, 2025
Q: In doing some research I came across Zenatech (ZENA). It seems to have gone public very recently. I was wondering if you could give your thoughts on the potential of this company and exactly what they do. Is it a decent higher risk investment with some potential or would higher risk dollars be better deployed elsewhere?
Thank you as always for the great service you provide.
Mike
Read Answer Asked by Mike on January 21, 2025
Q: Hi 5i,

Looking at PSIX on NASDAQ, what is your take on this stock?

It's not listed here, Power Solutions Intlc inc

Thanks
Read Answer Asked by Francois on January 17, 2025
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