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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 morning 5i,

Aside from industrials and general tech. What is a thematic ETF you'd suggest for growth right now? Encompassing maybe a favourite stock or 2.

Examples being FINX, SMH, BOTZ, QQQJ.

Looking for the theme and suggested ETF.

Thanks as always for the tremendous service.
Read Answer Asked by Adam on November 10, 2021
Q: In light of the independent lab confirmation of the validity of their technology and expected performance of their battery, and also with the apparent $2B investment by Volkswagen and other investors, what would your opinion of the company be now. Particularly now that they’re working into getting into full scale manufacturing, what do you feel would be the outlook for this company.

Thanks for an invaluable service.
Jocelyne
Read Answer Asked by Jocelyne on November 10, 2021
Q: Kindly provide your top five US listed stocks in the Industrial sector. Please use the following criteria. Mid to large cap stocks. Mid to low volatility. Steady earnings grower. Preferable a dividend but not necessary. Best, Don
Read Answer Asked by DONALD on November 10, 2021
Q: I have some shares of GE. I've been happy with the performance of the company over the past year. Today they announced a split into three companies. The market seems to take it well... I wanted your thoughts & analysis of the changes and if there is a division of the company you would discard. Thanks as always!
Read Answer Asked by Michael on November 10, 2021
Q: Good Morning, I have done well on NVDA these past two years and it has become just over 7% of my portfolio. In light of the current positive news on AMD, should an investor (like myself) consider trimming NVDA by 2% and buying some AMD. I know you like to let your winners run, and previous answers show that some members of the 5i team own both of these stocks. Do you still have more confidence in NVDA or has your opinion changed? Taxation is not a concern as NVDA is held in a registered account. Thanks very much. Brad
Read Answer Asked by Bradley on November 10, 2021
Q: Good Morning Peter & Team,

On November 3rd subscriber Peter' asked;

"Top USD stocks for dividend income please."

Your answer offered a number of suggestions all of which indeed generate good dividends but offer minimal (for the most part) in the way of capital gains.

Can you please tell me how your answer might have been different if the question had asked for;

"Top USD stocks for dividend income which have the potential for good growth/capital gains moving forward please."

Thanks for all you do

gm
Read Answer Asked by Gord on November 09, 2021
Q: I have two smaller positions (about 1% each) in Gildan and Manulife, and I am considering consolidating them into a position in Apple (would be roughly 2.3% of total portfolio). I believe I still have room to add to my technology weighting, as I am around 12% currently, and I still have decent exposure to both consumer discretionary (roughly 10%) and financials (roughly 19%). Would such a switch be reasonable, or do you feel a more compelling argument could be made for consolidating around either GIL or MFC?
Read Answer Asked by Domenic on November 09, 2021