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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: Could you please give your opinion on ZMID and RBF617 - which would you prefer over the next 5 years. Also, with the Canadian / US $ exchange rate currently being where it is, would this be a good time to use the hedged version of the above or do you prefer the unhedged versions?

Thank you so much!!
Read Answer Asked by Barbara on December 10, 2024
Q: Can you provide a synopsis of the above (recently inherited) funds? Are either of these funds pure equity? Would you consider them to be worth keeping or is there an ETF or two that will likely allow for better returns?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on December 10, 2024
Q: Would you be comfortable holding Applovin for a 3+ year hold? I managed to buy it near the high but I was planning on holding it. I suppose ups and downs go with a high octane stock like this one.

I also wanted to wish everyone a Merry Christmas and holiday season. Thank you for all your help this past year!

Jason
Read Answer Asked by Jason on December 09, 2024
Q: I have cash from a maturing GIC and am looking at options to reinvest it. I am considering evenly investing it in these 4. Time horizon is 2 to 5 years, low to medium risk. I would appreciate your thoughts on these or if there are other ETF's to consider. Thanks!
Read Answer Asked by George on December 09, 2024
Q: Not a question. I saw Rajiv's question today inquiring about "any statistical data on the Santa Claus rally."

(Hopefully this is an appropriate thing to share on here.) There's an account on twitter by Wayne Whaley (@WayneWhaley1136) and he regularly posts statistical data studies on the US markets. I don't have a twitter account, so I just take a look via a google search occasionally for fun. I do recall seeing him tweet Santa Claus rally specific statistical studies in the past, including last Christmas.
Read Answer Asked by Sandra on December 09, 2024
Q: Could you please provide your current thoughts on taking a position in this company. Technically, it seems to have bottomed after a long steady decline. The recent CPKC announcement is encouraging. How is their balance sheet.
Thinking about a TFSA investment. Your thoughts are greatly appreciated!
Thanks for all the help you provide to the retail investor!!
Read Answer Asked by Thomas on December 09, 2024
Q: What Companies or Financial Instruments to you suggest buying in preparing for the event of a Major correction ?... - I know long term planning/holding will average things out with certain holdings... But...

- I'm basically asking for your thoughts to protect a portfolio in the event of a Major correction, without having to wait 3-4 years for things to bounce or grow back...

- Please Suggest An Insurance Policy or Ideas ( Stocks or Investment Instruments) of sorts to invest in...Other than a diversified portfolio...

- I know Insurance costs money, But what do you feel are good investments for risk at this point to protect our money and investments?

Thanks,
M
Read Answer Asked by michael on December 09, 2024
Q: The total portfolio holds both AVGO (2.88% of total portfolio) and NVDA (3.20%) and both are in the sub-industry of "semiconductors". AVGO is considered to be analog semiconductor devices and MVDA is considered to be marketing graphic mobile processes. My question is are these two stocks substantially different that both should be held or not? Also what is the maximum weight to be held for AVGO?
.....Many thanks for your insights.....Tom
Read Answer Asked by Tom on December 09, 2024
Q: I am considering increasing my half position to a full one for BEP.UN. Could you comment on this company given it's decline. I would like to know its payout ratio (based on cash flow, of course) and if you consider it a buy/sell/hold at the moment. Also, do you see any potential headwinds for it in the future?
Any insights are appreciated!
Thanks!
Paul
Read Answer Asked by Paul on December 09, 2024
Q: Greetings 5i,

Ive held APO for several years now and have enjoyed a nice run. However the position is becoming overweight and I may begin trimming. Today I read that APO will be added to the SP500 Dec23 and as far as I understand, when companies are added to indexes they experience an increase in valuation as being listed on Indexes require ownership by ETFs that reflect that INDEX. In this case would you wait and capture some upside with this listing or trim now?

Cheers!

Read Answer Asked by Duane on December 09, 2024
Q: Everyone, do you glean anything from premarket stock prices? Clayton
Read Answer Asked by Clayton on December 09, 2024
Q: Hi Peter and 5i Team,

Can you recommend a book to give as a gift for investing/financial literacy that would be suitable for a high schooler?

Thanks for all the great advice that you offer and wishing you all a Merry Christmas and a wonderful holiday season.
Read Answer Asked by Marvin on December 09, 2024
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