Investment Q&A

• Aritzia Inc. Subordinate Voting Shares (ATZ)
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• Consumer Discretionary Select Sector SPDR (XLY)
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• Vanguard Consumer Discretionary ETF (VCR)
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Q: My only consumer discretionary security is Aritzia (thank you) so I have been looking at VCR and XLY etfs. The top 10 holdings of XLY is 70% of the fund and top 10 holdings 56% of VCR. Do you have a preference? I don't have a problem with the large percentage of AMZN in either.

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Read Answer Asked by J on February 23, 2022

• Genius Sports Limited (GENI)
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Q: thoughts on this busness for an investment

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Read Answer Asked by cliff on February 23, 2022

• NL Industries Inc. (NL)
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Q: NL Industries seems to have strong value characteristics at the moment.

With your value hat on, what hesitations do you have, if any, with this particular company.

Thanks for your insight!

Marc.

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Read Answer Asked by Marc on February 23, 2022

• BMO Canadian Bank Income Index ETF (ZBI)
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Q: What can you tell me about this ETF. Specifically in regard to holdings dividend etc.

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Read Answer Asked by Scott on February 23, 2022

• Agnico Eagle Mines Limited (AEM)
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• Kinross Gold Corporation (K)
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Q: I have held Kinross for a few years. Starting to fret about their Russian exposure, Is the risk already priced in?
Or would you sell in the next few days and replace it with Agnico ?
Thanks Gord

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Read Answer Asked by Gordon on February 23, 2022

• Vanguard Retirement Income ETF Portfolio (VRIF)
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Q: How much influence do rising rates have on the share price of this ETF?
Thanks

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Read Answer Asked by Curtis on February 23, 2022

• iShares MSCI India ETF (INDA)
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• iShares S&P India Nifty 50 Index Fund (INDY)
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Q: Hi Everyone one at 5i! Me again with one more question..... is there an ETF listed in North America, that covers the Indian Tech Market??? Thank you for you help!! Tamara

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Read Answer Asked by Tamara on February 22, 2022

• Brookfield Real Assets Income Fund Inc. (RA)
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Q: I like the the Brookfield name. What is this involved in and is it a buy? What category would this fall in for Portfolio analysis
Thanks Terry

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Read Answer Asked by Terry on February 22, 2022

• Xebec Adsorption Inc. (XBC)
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• CloudMD Software & Services Inc. (DOC)
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Q: thoughts on these 2 busneses in regards to their ability to survive and risk reward thank you

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Read Answer Asked by cliff on February 22, 2022

• RB Global Inc. (RBA)
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Q: What do you think of the stock? Is it a buy now after today’s drop?

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Read Answer Asked by Liping on February 22, 2022

• NVIDIA Corporation (NVDA)
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Q: Hi, I apologize if this has already been asked - but I am wondering what a Ukraine crisis might do to semiconductors and Nvda in particular (I also have amd and Nxpi). I understand some raw materials used in the chips comes from the Ukraine. I realize it’s hard to say for sure in this market. Also, do you like Nvda at this point? It was disappointing to see it react poorly to what looked like great results. Thanks - and happy family day weekend to the team and readers.

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Read Answer Asked by Jason on February 22, 2022

• Apple Inc. (AAPL)
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• Meta Platforms Inc. (META)
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• Alphabet Inc. (GOOGL)
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Q: Can you explain why Apple’s privacy policy affects the ad revenue of FB but not GOOGL‘s?

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Read Answer Asked by Liping on February 22, 2022

Q: I have to preface this by saying I don't feel the need to be invested in a schizophrenic market. And, have a big preference for stocks with positive momentum.
I am currently 50% invested (5% each) and fairly defensive.
I would appreciate some ideas (Canadian and/or U.S.) to help fill out my portfolio while I wait to get a better feel for the coming year.
Your advice, through the years, helped me to retire early and hope you can make suggestions to guide me through this stretch

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Read Answer Asked by Kyle on February 22, 2022

• Plug Power Inc. (PLUG)
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• Xebec Adsorption Inc. (XBC)
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• Next Hydrogen Solutions Inc. (NXH)
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Q: I see the US infrastructure plan includes $8 billion to establish hydrogen hubs and enhance hydrogen manufacturing. Since I sold XBC, I have no foothold in the hydrogen space. Is this a good time to invest in hydrogen and can you suggest any possible investments in Canada or elsewhere? Thanks for your guidance.

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Read Answer Asked by Ken on February 22, 2022

• Home Depot Inc. (The) (HD)
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Q: Could I have your opinion on HD please. Would you consider it a buy at today's price, approx. $315? Thanks. Rick

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Read Answer Asked by Rick on February 22, 2022

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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• goeasy Ltd. (GSY)
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Q: Would you prefer buying GSY or Shopify at current levels and please give some reasons why.

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Read Answer Asked by Allan on February 22, 2022

• AbbVie Inc. (ABBV)
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• Altria Group Inc. (MO)
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Q: Happy Friday.

Looking for U.S. income for my RRSP.

Considering ABBV and MO.

Your thoughts on these two and 2 -3 additional suggestions would be most appreciated.

Thanks very much.

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Read Answer Asked by Dave on February 22, 2022

• Royal Bank of Canada (RY)
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• Toronto-Dominion Bank (The) (TD)
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• Bank of Nova Scotia (The) (BNS)
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Q: Canadian banks in general……
Is it time to take some profits? Or are they such a core holding that you would hold?
Perhaps only trim to a comfortable %?

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Read Answer Asked by Danny on February 22, 2022

• Newmont Corporation (NEM)
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• Barrick Mining Corporation (ABX)
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• Agnico Eagle Mines Limited (AEM)
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Q: Hi 5i team,
Please rate these 3 from 1-3 as a new buy and a brief explanation .

Thanks,
George

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Read Answer Asked by George on February 22, 2022

• Char Technologies Ltd. (YES)
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• NextEra Energy Partners LP representing limited partner interests (NEP)
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
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Q: Do you know anything about this company? Debating if I should take a chance. I see they are doing a private placement.

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Read Answer Asked by Tim on February 22, 2022