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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: 3 short questions:
(1)XSU:CA is the TSX listed hedged version of IWM:US. Is there an unhedged version of IWM:US on the TSX?
(2) Is there a listing on the TSX for IWN:US; either hedged or unhedged?
(3) XSMC:CA (100% IJR:US) has net assets of only $35M compared to net assets of $544M for XSU:CA (100% IWM). Can I conclude from this that IWM is the more popular US small cap ETF in Canada? 5i research has suggest the IJR holds larger, possibly more stable US small caps compared to IWM.
Thanks!
Read Answer Asked by Grant on February 26, 2024
Q: I believe these 2 companies are in the same sector, Information Technology. Both are supposed to have weak performance in 2024. Do you consider one company better than the other? Do you agree that they are not competitor's, each having their own separate niche? Do you think COHR is a better run company than KEYS? COHR's share price seems to be acting better than KEYS which may have more to do with COHR's proximity to AI. I'm mulling over selling KEYS to buy more COHR. Already got lots of NVDA and SMCI. I see COHR's CEO is retiring, potentially increasing the risk profile of the company.
Not sure what to do!
Regards,
Jim
Read Answer Asked by James on February 26, 2024
Q: How would you rank the named companies for inclusion in a balanced portfolio today? Would the rankings shift for a growth portfolio?
Read Answer Asked by Andrew on February 26, 2024
Q: I have read that this company is going to be very important in the application of AI, as a lot of business will be using it but will need the help to apply it. Any other companies that do the same?
Thanks Again
Read Answer Asked by eugene on February 26, 2024
Q: Hello. Cintas Corporation has consistently caught my attention, but its stock price continues to climb. What insights can you provide about this company? Do you believe it’s a suitable core component for a diversified portfolio with long-term growth potential? Is it a good buy at the current price? Thank you
Read Answer Asked by Esther on February 26, 2024
Q: This is a company you have recommended in the past. I see now you feel it is a sell. Is there no chance for a turn around if one is a patient investor or is it at risk now of going out of business? If you can please describe what is happening with this company and their plans it would be most appreciated. Thank you!
Read Answer Asked by Neil on February 26, 2024
Q: Hi 5i,

Your comments on recent quarter and year end results from Quanta Services (PWR) would be appreciated.

For a long term hold is this stock a buy, sell or hold?

Could you also provide other companies in this space that provide these kind of services to renewables? Do you see them as being any better than PWR?

Thanks!!
Read Answer Asked by Brian on February 26, 2024
Q: I am wondering what you think the risk is with nvidia vis-a-vis the tensions between the US and China. My understanding is that nvidia's supply chain is heavily based in Taiwan. Should China overtake Taiwan, what do you think the impact would be to nvidia? Are there alternate sources elsewhere worldwide (considering supply chain constraints)? Presently, the US government is restricting what nvidia can ship to China and I must assume that China would probably reciprocate should they take control of Taiwan. Your thoughts are appreciated. Thank You.
Read Answer Asked by Walter on February 26, 2024
Q: Are there alternatives to MITK and BKNG that you feel would be better to have in a portfolio today?
Read Answer Asked by Andrew on February 26, 2024
Q: A recent comment of "But we do prefer higher-growth companies" than LNTH, which companies would you be referring to?

Thanks for your service!
Read Answer Asked by Ozzie on February 26, 2024
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