Investment Q&A

Q: In process of rebalancing growth leaning portfolios, so for the Communications sector, what would be your top five or six "must own" holdings, any market in this sector. Currently I have a notional 6% allocation to sector and small positions in GOOG, SIXG (FIVG), NBIS, and Telus. At a 3.6% position I have room to grow and looking for ideas.

Q: What does the market expect from TOI on Weds.

Thx

Q: The Fresh Factory announced a US$3M straight equity financing today which implies a C$1.28 per share value. The stock last closed at C$0.91 which implies a 41% premium. Is this a very good sign?

Q: Hi Peter, I have 100 shares of BCE both in my RRSP and TFSA accounts both at a loss of course. I've been using it as income. Would it be wise to sell and buy back after a month my break even point is around 47.00 and 49.00. If you would replace what are some stocks that could replace BCE. Thanks

Q: I am seeing higher yields on HISA ETFs vs bond ETFs. Is this right? If so--it seems like unless you want to bet on bonds going up, HISAs are the better option right now for conservative money. What do you think?

Q: Thank you for your recent counsel on Trump tariff vulnerable stocks in my portfolio { Sold TFII for $186.50 before the earnings disaster . Bought it for $43 } Woo Hoo ! 5i rocks ! ....

I'd like a little clarification if possible .... In a question this morning on WSP and tariffs, 5i's response was " could be vulnerable to buy American " . When I asked the same question the response was " should be okay " .... Could you clarify ? As I really believe Trump is going to do what he said ..... If it's vulnerable it will be sold ....... Thanks for your terrific service ......

Q: Please rank these stock for risk relative to US Tariffs from High to Low.....yes, wonder how defensive these US stocks are......Many thanks.....Tom

Q: My mortgage is coming due at a much higher rate than it has been for the past 5 years, so given the current economic uncertainty, I’ve decided to sell half of my unregistered portfolio to pay it off. I understand this will incur tax, and I’m prepared for that. Here are my holdings—please advise on the optimal order of selling to ensure the remaining portfolio is defensive, particularly against tariffs and economic uncertainty. I'm open to the cheese slicer method across some or all stocks. Please deduct credits as you see fit. Thank you!

Q: DGHI recently ran from 2$ to $5.70 in a month. Since then it has come right back down to $2.90. Is there something I'm missing in their financials? BTC is still trading near 100k USD. They also have plans for AI.
Any explanation for this price action would be appreciated.
Thank you

Q: I'm debating about this one. On the one hand, useful diversification but, on the other, growing uncertainty about U.S. market and possible tariff-induced inflation. What is your assessment of risk vs. reward over the next couple of years?

Q: For precious metals exposure I hold the above. I have been frustrated with BTO and was wondering if there might be a couple of mid-tier producers with a gold bias that you could suggest as a replacement.

Q: Your opinion on results, buy sell hold.

Q: Please give us your opinion on this company going forward. Tks in advance

Q: What are your top 6-7 growth stocks for Canadian and US markets and what makes each one worthy of making the list (moat, momentum, management etc)?

Q: What is the outlook for Northisle mining? Is now a good time to invest in it? Any other miners you could suggest?
Thank you

Q: Good afternoon,

Any insights/recommendations on Banyan Gold are most appreciated.

Thank you

Q: Hello 5i
Thank for your detailed reply to my question re: QQQI. As a follow up question, can you give me an indication of how much variability is in the dividend and what would cause this.?
IE: In a large market decline the fund will still decline a lot but it will pay a healthy dividend while I wait or maybe it won’t?
Thank you so much!
Dave

Q: I sold my individual dividend stocks and am replacing them with an ETF for simplicity. How would you rate/compare these dividendETFS? Which two do you prefer? I'll put 1 in my rrsp and a another in my TFSA. I am diversified in other countries already. I'm thinking XDIV and XEI might be the safest?

Q: Have a question I have been meaning to ask for some time,

Do TSX/TSXV listed non-Canadian companies, like QIPT/US, KSI/Ireland, and IMP/US, just as examples, move more in-line with Canadian markets or their home country peers? E.g. if US healthcare companies are up 1% and Canadian healthcare companies are -1%, would you expect QIPT to be up or down 1%? QIPT is just an example, is there any information around this out there? *I am not asking about those specific companies in general.

I think ultimately I am looking at some of these American listed companies on the TSX (have a list from the TMX website: https://www.tsx.com/en/listings/listing-with-us/sector-and-product-profiles/united-states#listed-companies), and wondering if there are advantages to buying them to get American exposure, companies that report in USD, but avoid the FX fees and broker fees associated with buying American companies directly.

Any information you can provide would be great!

Also, some of the companies on that report from the TMX site I see are headquartered in Canada - like GRID, PIF, DR- any idea why they are on this report? They all say they're headquartered in Canada....

Thanks. - Jeff

Q: Hello Peter and all at 5i: I do know you don't have a crystal ball or give personal advice but interested in your thoughts about the earnings and wonder if you would sell before it happens. Many thanks as always. Barbara