Investment Q&A

Q: Lots of good Q&A lately on parking short term cash.

I have $100K to invest. Are one of these more suitable than the others for quickly withdrawing an amount as required when I want to purchase stocks or equity ETF's?

Would you feel comfortable putting the whole amount in any one of these, or is it best to diversify a bit?

Do you have a recommended USD version(s) for my USD account ?

Q: Good day your thoughts please on BXP
Thanks again

Q: Cash flow this time last year was 52 million and is now 162 million according to 5i. Dividends account for 90 million. What position size would you be comfortable with ?

Thx

Q: Hi Team,

What do you think of the latest quarterly results?

Also, is First Majestic a good investment for the next ~5 years (hard question)--Silver play without Mexico lawfare problems?

Thanks,

Joseph

Q: Any particular news that would account for the greater volatility in ASPN?

Q: does ASPN have a patent on its thermal barrier technology? are there any competitors that provide the same equipment to EV manufacturers? what is the forecast EPS for 2024 and 2025 ? what 3 metrics do you use to value ASPN is ASPN reliant on any one company for revenues? is the balance sheet strong? thanks Richard

Q: Where is the trade rationale for 5i portfolio moves archived on the website? Also your Growth Portfolio still has August stats and the others have had Sept. for some time...

Q: In June this year you named this company as one of your favorite cyclicals. I didn't buy it but it has dropped significantly since then. I am considering buying it now as it looks like EPS has exceeded expectations for at least the last 4 Q's. Would you still consider it a buy or have fundamentals changed? Thank you. John

Q: I know you prefer to purchase US stocks in US currency. Does this apply to US Bond ETFs as well? Further, I'm trying to determine the percentage of corporate and government bonds to purchase (15%). Is the risk/reward associated with each type of bond ETF very different? I'm assuming that corporate bonds are riskier than government. Any insight or resources that could give me guidance would be appreciated. I appreciate any help you can provide.

Q: Just finished reading both questions and your report on CPH ..... I don't see any resemblance between your report and the current company .... Could you give me the " Cole's Notes " review of the state of the current company ? What's positive in the pipeline ? What's negative ? I see the failure of the nail fungus drug initially dropped the stock $5 but it has recovered since. Does that mean the drug is not dead ? Thanks for your terrific service ..... { any plans to update that report ? }

Q: Want to consolidate into 3 companies for a 3 year hold.Plesse rate them best to worst.

Q: Portfolio Analytics has suggested I reduce of my exposure in the Financial Services sector. My holdings consist of ACGL and BN at a full position plus AD.UN, BNS, and TD at a 1/2 position each.

My thought is to reduce BN to a half postion and sell AD.UN (after the current uptrend). I would keep ACGL for its International exposure and diversification. The banks, I just consider a long term hold

Is a full position of ACGL too high?

Is there a suggested balance amongst the subsectors?

Any other comments would be appreciated.

Thank you

Q: How to prepare for volatility and duties to exports.

Q: I’m recently retired and looking to set up a 2-year cash wedge inside my RRSP account. I already have about 20% invested in CBIL. I’m trying to decide if I should keep adding to CBIL or invest in something like ZMMK. I’m leaning towards ZMMK because of the slightly better current return, bigger size and maybe it will retain a slightly higher return in the future assuming interest rates continue to go down? Does this make sense? Is there a better instrument(s) to use to set up a cash wedge? Am I simply overthinking this 😊!

Q: Do you know of a reasonably diversified Canadian equity ETF that has a very low percentage of energy stocks? I believe energy makes up something like a third of the TSX index which is a lot more than I want to hold right now.

Q: Hello,

It has been some time since you remarked on CVG - could you provide current comments.

Thank you

Q: Hi,
I'm wondering if you're able to ascertain why CVLT dropped so hard this morning? I haven't found anything - and am wondering if I should just cut my losses quickly on this one. Your thoughts are always appreciated!
Dawn

Q: 2025 is meant to be a big year for C-COM Satellite Systems? What are your thoughts on CMI, thanks.

Q: Hi 5i Research Team,

Building a value stock portfolio for both long term and shorter term results (Santa Clause Rally) and looking for potential stocks that could be described as "under valued" and can be classified as recession defensive as well in both Canada and the US. Was wondering if you could list 5 picks from both Canada and the US?

Thanks in advance for your helpful advice!

Q: On Aug 21/24 you answered a question and suggested that investors start analyzing better the "downside risks" associated with any of their particular investments.

If we assume that "risks" range from 0 (lowest) to 10 (highest) and that individual stock choices occupy categlories 5-10 I am looking for your suggestions in categories 0-3 - one a USD denominated suggestion and one in CDN.

For my 0 category I currently use RBC's savings accounts RBF 2010 and RBF 2014 (USD) . I assume that some of your favourites from answers I have reviewed will be in categories 1-3 such as HISU.U, UBIL.U, HBND etc.

In any event if you can provide me with your analysis of the nature of the varying downside risk levels on a rising level and a suggestion for each I would be very grateful.

Regards,
Terry