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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: Interesting comments in your latest Market Update about small caps. In addition to any potential upside in 2025, we are close to the possible annual January “bounce”. If you had to pick 5 (ranked) Canadian small caps to take advantage, which 5 equities would you lean towards? Also, is there an ideal ETF that would cover all the small cap basics? (2 questions)
On another note, long time member here who is extremely grateful for the outstanding service you provide. I’ve listened attentively, learned a lot, and have been blessed with some lucrative decisions, always guided by your sage wisdom. For that I offer a heartfelt thank you, and wish all at 5i a wonderful Christmas and another prosperous 2025!
Chris
Read Answer Asked by Chris on December 12, 2024
Q: What etf (s) do you like US small cap for a USD account
Read Answer Asked by GRAHAM on December 12, 2024
Q: I currently hold CALF and SLYV-A as part of my small-cap part of my portfolio. SLYV is up 21.05%, while CALF is only 5.21% in one year. IWM is up 28.42% in the same period. I want to sell CALF and buy IWM. Alternatively, buy IWR as a mid-cap may have better potential.
Read Answer Asked by Numa on December 11, 2024
Q: Your recent market report suggested US small caps May out perform during the next few years. Can you recommend a couple of ETFs that trade in Cdn $
Read Answer Asked by Bruce on December 11, 2024
Q: Greetings:
I have held the above in my RRIF for quite some time, and under water. The interest is adequate, but eaten up badly by the loss of capital. I thought that as interest came down it would benefit the MIC'S, but not so!! What is the outlook for this one? Under what conditions would it improve? Is it just poor management?

Thanks, BEN.
Read Answer Asked by BEN on December 10, 2024
Q: Good morning 5I team: Today's question is on a small cap on the NASDAQ ticker LX. It is in the Consumer Financials space and is a FinTech company. With the continued move to going digital for 'everything' is it time to pull the trigger on this one and take a nibble? Thinking of holding for 1 to two years and adding a little along the way. Would love your thoughts! I fortunately don't need to convert CAN to USD so this isn't a factor in my decision. Thanks!
Read Answer Asked by Lesley on December 10, 2024
Q: Could you please provide your current thoughts on taking a position in this company. Technically, it seems to have bottomed after a long steady decline. The recent CPKC announcement is encouraging. How is their balance sheet.
Thinking about a TFSA investment. Your thoughts are greatly appreciated!
Thanks for all the help you provide to the retail investor!!
Read Answer Asked by Thomas on December 09, 2024
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