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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: Hi 5i
I'd like to address my low level of industrials (as pointed out by your analytics). Could you provide a top/favourite 3-5 list (either US or CDN) given current market conditions please.
Thank you
Read Answer Asked by mike on July 20, 2023
Q: QCOM is not expensive and their financials look OK but it has been going sideways for some time and has not participated in the most recent rally. Would you consider letting it go and can you suggest another US company with momentum?

Thank you,

Mike
Read Answer Asked by Michael on July 20, 2023
Q: Hi,

To a question asked by Alexandra on June 26th, not even a month ago(!!) you felt 250 would be the next level of consolidation.( I am paraphrasing here)
It is 300 now. Would you like to hazard a guess how high this could go! I "get" the momentum factor, Ai phenomenon etc., Still this thing is mind boggling! Whee is it going to end?!
Read Answer Asked by Savalai on July 20, 2023
Q: Hi, We have held a full position in ENB for many years and added a 1.5% position in TRP about a year ago, at $60-61, in a Non-Regd account, for Income/Growth.The investment, however, has been a huge disappointment. The endless cost issues with Coastal Link pipeline project and no clear timeline is now widely known. Are you aware of any catalysts in the near future ?

Over numerous comments, you have clearly indicated your preference for ENB and there being no particular need to own both companies. Based on the current scenario, would you support moving out of TRP ? Now or wait for the quarterly results ?

And, if we decide to sell the whole position ( and at least book the capital loss), what would be a reasonable price level you would use?

Thank You
Read Answer Asked by rajeev on July 20, 2023
Q: Scotiabank Canadian Low Volatility Index (2 year) Minimum Guaranteed Return 4%, Maximum Full Term Return 11%. A friend has it, she can't explain how it works.

Could you please explain to a person like myself who cannot understand how someone would get 11%, would it still take 2 years to get the 11%?

What is the minimum amount to be able to purchase this?

Are these things something knowledgeable financial individuals like yourself might buy?

Thank you.
Read Answer Asked by Ross on July 20, 2023
Q: For non-NA coverage I own ZDI, ZEM,XIN, and VWO. Do any other ETF's need to be added or do I have the world covered? Thanks Ron
Read Answer Asked by Ronald on July 20, 2023
Q: WELL appears to be a reasonable recession-resistant investment, and management seems solid to me. Questions:

- How similar is TDOC's business model in comparison, and can WELL differentiate itself enough with its expansion into the U.S. ?

- Can 5i envision any other different avenues of growth for WELL to expand it's offerings within the health sector ?

- Is its current balance sheet sound, and can this company endure a rising interest rate environment ?


Thanks.
Read Answer Asked by James on July 20, 2023
Q: Hi,

I have had Heico on my watchlist for quite some time but never purchased any because of the premium valuation. Everything I read about it (including the questions/answers on 5i) is positive so I'm wondering if it is one of those stocks that warrants a premium valuation, ie. will always be expensive?

I do own some Ferrari (RACE) shares which have done well for me and are also at a premium valuation, but it seems (at least so far) that it deserves the premium. Same story for my Tesla shares. So I am wondering if Heico is similar to RACE and Tesla in that way? Would you consider a purchase of Heico for a growth investor with a long time frame?

Thank you,
Read Answer Asked by Doris on July 20, 2023
Q: Can you recommend some Value ETFs for Canada, US and International. Ideally looking for ETFs with reasonable MERs.
Thanks!
Read Answer Asked by Grant on July 19, 2023
Q: I would like your suggestion on an ETF for AI. I currently hold ROBO and it has done quite well. Consequently, I am looking at THNQ as well as BOTZ, IRBO and RBOT. Of these mentioned which would be your preference. Do you have any other suggestions? Thank you

Stella
Read Answer Asked by Stella on July 19, 2023
Q: My portfolio is recovering well, but still down about 5% down from its high because of the small caps that I own. They are all cheap and profitable companies, but some are still down 50%. If we go into recession will they crash? How should I deal with these companies? Should I be taking losses now to protect from future losses? I just don't understand the market right now because usually small caps are the first to recover. My original plan was to sell 1/2 after they recovered but that isn't happening.
Read Answer Asked by Pamela on July 19, 2023
Q: Looking for a few stocks that have been beaten up that are good opportunities for rebound over the next 6 months...perhaps 3 canadian and 3 US...thanks.
Read Answer Asked by dan on July 19, 2023
Q: From time to time, Reuters issues statements like, "NYSE ORDER IMBALANCE [symbol] [quantity] SHARES ON [BUY|SELL] SIDE"; what is this saying?
Read Answer Asked by John on July 19, 2023
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