Investment Q&A

Q: Hi,

If you had to choose between the two for "total return" in the present economic environment, which of the two would you choose?
Do you have any other suggestion for covered call income that you would prefer over these two?
Regards

Q: I wonder whats happening with this? any ideas?

Q: I currently hold Life and HHL ETFs for their dividends.

How would you compare HHIS to these 2 ETFs? Hhis has a yearly of +20%, payable monthly . Does HHIS return capital as part of their monthly payment? Are those payments taxable as interest only?

If I am comfortable holding Life and HHL, should be comfortable holding HHIS?

Q: What do you make of the whiplash performance of this stock!
I understand the stock was not included in the index but this is unreal.
Is there a news I am not seeing?

Q: Is there a Cdn $ etf that benefits from US$ strength and the higher (vs Cdn) US short term bond rates ? Thank you.

Q: Good afternoon! I am a newbie to this site and am so excited to be part of the 5I community! My parents have been enjoying 5I for many years and are so thankful for the portfolio advice and great stock recommendations! I have now setup my portfolio and ran into some issues with the portfolio analysis. The P/E for some holdings seem inflated eg QQQI is 65. How is P/E calculated? And long-term expected return of current portfolio?

Thanks! Kevin

Q: Hi Team,

Can I get your analysis on this company and if you think it will continue to be a long term compounder?

Thanks

Q: Hi team,

What are your thoughts on GMIN ? Seems to have good momentum recently with the gold price going up. How risky is it for a 5-10yrs holding period?

Thanks
Benoit

Q: I hold all these tech stocks as part of a well diversified portfolio with weightings below. Tech stocks are 25% weight in my overall portfolio. The issue I'm having is determining how many to hold in this sector and what weight to allocate each. All new names that I see on my potential watchlist with high growth seem to be all tech names as well (CRWV, CRCL, SRAD, GENI, RDDT, etc..) but I'm hesitant adding more tech if my holdings are already high quality unless one of them is dragging its feet. I'm trying to balance between holding long term compounders like CSU, LMN, TOI vs high growth shorter term names like NBIS, VRT, CLS that are benefitting from AI tailwinds which could turn quicker. Do I hold 5 companies at 5% or 10 companies at a mix between 2%-5%.

Do you see any overlap here in names that could be combined? If you had to rank these names based on growth and risk/reward, what would they be currently for the next 5-10 years? What is the high level process you go through when trying to determine between candidates for a sector? Thank you!

Constellation Software Inc. 5.60%
Lumine Group Inc 5.04%
Shopify Inc 3.02%
Crowdstrike Holdings Inc 2.20%
Topicus.Com Inc 2.17%
NVIDIA Corp 2.07%
Cellebrite DI Ltd 1.58%
Vertiv Holdings Co 1.41%
Celestica Inc 1.32%
Descartes Systems Group Inc 1.00%
Nebius Group NV 0.39%

Q: Peter and His Wonder Team
I have held this stock for several years and am up. It appears to be range bound and I am not sure if it has any more room to run. I am thinking that I should take the profit and be happy. I think there debt may be high and they are dependent on the overal economy. What do you think...any up side in sight? Thanks for your excellent service!

Q: Is Tesla a buy right now?

Q: May I have your opinion of best Canadian utility stock for long term hold? Thanks

Q: I have a question about "asset decay" assuming the underlying stocks remain stable or rise modestly in value - why would the units fall? Is the income generated not from dividends and option premiums only?

Q: Do you think the MAGS ETF is a buy right now? Do you think it will continue to do well over the long term?

Q: Hey team 5i I have taken a part position in EUAD and given its 65% rise ytd I am wondering if you see further potential. Your input greatly appreciated.

Q: I would like to buy a few US stocks but do not want to open a US account. Therefore, I believe my options are CDRs or purchase a US stock in a CDN account. Which is a better option in your opinion?

Carl

Q: I hold the Franklin Quotential Diversified Income Portfolio Series F (TML3253) mutual fund in my RRSP. It accounts for about 10% of my entire portfolio. I pretty much ignore it, mostly because I find bonds hard to understand. Do you think retirees need bonds in their portfolio if they hold a lot of dividend stocks and funds like FIE and EIT, plus keep a years worth of cash to live on outside of the market? If yes, would you continue to hold this fund or move into a bond ETF? And what ETF would you suggest? And if no bonds, what would you suggest moving the fund into? Thank you.

Q: can you give me an update on this tech company going forward

Q: Dear 5i
Which one of the above five stocks would be your preference for in a TFSA account ?
What would be your overall order of preference ?

Thanks
Bill C

Q: David Picton is claiming the traditional 80/20 or 60/40 portfolio is history and investors should be thinking about having a 40, 30, 30 portfolio with liquid alternatives (alpha driven strategies). They suggest something that does not move in sync with bonds or stocks. What is your opinion on this and if you support this strategy what alternative investments would you suggest a novice in this area look into? Anything at Picton Mahoney? Thank you!