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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: Hello, Just came across this ETF and it looks like an intriguing way of investing in the EV and battery ecosystem. I note it is off its highs and wondering what you thought of this ETF. Thank you as always and Happy New Year.
Read Answer Asked by jeff on January 04, 2022
Q: How do you see the airline industry objections to the rollout of 5G by companies like Verizon affecting VZ's stock? Also, how is it possible to invest what sounds like so far billions to just now get to this potential non-starter? Why wasn't this 5g conflict with aircraft uncovered by the telcos in early days? Thank you.
Read Answer Asked by William on January 04, 2022
Q: Considering the purchase of one of these two companies.
Both have had a nice pullback recently and Oracle has made a big purchase. Could you give me your opinion of both (plus and minus) and which would be your favourite for a 4 to 5 year hold.
A happy new year to all and a healthy and a prosperous year.
John
Read Answer Asked by John on January 04, 2022
Q: Hi guys,

Here are my u.s. holdings and percentage; cost 5.5%, nvda 5%, msft 4.5%, J 3.5%, amzn 3%, crwd 2.75%, abbv 2%, U 1.5%, upst 1.5%, veev 1.5% plus 2 etf's, arkk 3%, spy 3.5%
(Also i2i fund 1.5%)
Are there any red flags here or changes that you would recommend for a growth/balance portfolio? The rest of my portfolio is a cross between your (5i's) balance and growth funds.
Happy new year and stay safe,
Jim
Read Answer Asked by jim on January 04, 2022
Q: It's time to make my annual TFSA contribution. The goal of my TFSA is long term capital appreciation utilizing a concentrated, high-conviction portfolio of US equities, with risk profile somewhere between that of the 5i Growth and Balanced portfolios.

Currently, my TFSA holds: ADBE, GOOG, FIVE, NVDA, PAC, PYPL, SLQT, TOL.

Are any of these in the 'don't need to be owned' category? I am looking at SLQT in particular, still languishing amidst ongoing legal woes. Should this be kept? If not, would you please suggest a replacement? If so, then which of these should I add to: ADBE, NVDA, SLQT, TOL? I am full/overweight the other positions. Please disregard sector and market cap considerations; I am fully diversified in my other portfolios.

Please deduct as many credits as deemed appropriate for a complete answer, thank you very much and all the best for 2022.



Read Answer Asked by Walter on January 03, 2022
Q: As the Electric Vehicles become more mainstream I was wondering if its time to buy into the market. Have you been watching any of the EV players such as Tesla, Rivian or Lucid?
Also, what are your thoughts on Lion Electric her in Canada?

I was thinking of buying a small position in one or two of them just to not entirely miss the opportunity to be in on the beginning.

Thoughts?

Thanks
Warren
Read Answer Asked by Warren on January 03, 2022
Q: What are thoughts on HireQuest, Inc. (HQI). The share price seems to have broken out this year. Their niche seems to be quite timely given the labour market situation in the U.S. They also appear to be consolidating a highly fragmented industry (which is something I always like to see). Any thoughts or aspects which I may be missing?

Thanks,
Scott
Read Answer Asked by Scott on January 03, 2022
Q: Happy New year to the 5i Team,

Nice to see the CEO and other insiders buying on Dec 29th, same day I decided to take a position.

My request is, please provide comparison metrics to their piers in this space. In a past post you mentioned it could be a takeover candidate, who would possibly be interested if you had to guess?

Thanks again for your valuable service!
Read Answer Asked by Christopher on January 03, 2022
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