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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: Good morning.
I am currently looking to rebalance my portfolio both registered and non-registered accounts.
What is you recommended guidance for geographic allocation for US and Canada and would you suggest difference sectors by each country?
Thanks
Read Answer Asked by Gordon on September 12, 2024
Q: Hi group what's you top pick in each of the 6 main sectors regardless of US.Canada also what's a good entry point after the latest market turbulence / most potential for recovery and value appreciation with low to moderate risk. going fwd ...Thanks
Read Answer Asked by Terence on September 12, 2024
Q: Retired relying on DB pension. In small cap growth oriented TFSA holding PMZ now above ACB so it is on sell list. Dilemma: where to add the funds to above list of existing TFSA holdings? How would 5i rank existing holdings in terms of probability of highest growth in next 2 to 3 years?
Read Answer Asked by William Ross on September 12, 2024
Q: TOI was spun out of CSU around 4 years ago, with the goal of having a smaller and faster growing company. Since the spinoff, both companies have done very well, yet CSU has outperformed. Do you think that the spinoff thesis is still intact? Or is it too early to make this call?

Thanks.
Read Answer Asked by Joel on September 12, 2024
Q: Do you see any issue in using the PALL ETF for investing in Palladium ? Do you see any issue in investing a small portion of my precious metals segment in Palladium at all ?
Read Answer Asked by James on September 12, 2024
Q: hello 5i:
we've owned JPIE for just under a year now and am very happy with returns, and low volatility. Two questions:
One: is performance mostly due to timing eg. expectations of lower interest rates, meaning if expectations reverse, price would fall?
Two: what would you consider to be direct competitors to JPIE, possibly with less risk, when (not if) rates begin to rise again?
thanks
Paul L
Read Answer Asked by Paul on September 11, 2024
Q: You had some previous thoughts on this one. I'm attracted to the 9-10% dividend but concerned about your previous comments that this one could be "hurt" by lowering interest rates. I guess that is why it is near a 52 week low. Any thoughts on this one now and as we head into 2025 ... is the ~ 9% dividend safe...it's been at ~ $ 17 for almost 2 years ... is the share price safe at around that level ?
Read Answer Asked by Randy on September 11, 2024
Q: Hi there, I own Cameco and intend to do so for the long term. Normally I like to follow one of your portfolios so I can buy / sell when you do and don't need to think too hard about it. But Cameco is not in that portfolio. Two questions (deduct credits accordingly please):

1. What are your thoughts on Cameco for a long-term holding generally?

2. What "user instructions" would you share for a person owning this stock in particular? Eg would you suggest taking profits now and again if/when it's up, because it's cyclical, etc.? One of your recent responses on a different question got me thinking about this.

Thanks very much.
Read Answer Asked by Chris on September 11, 2024
Q: I hold all 3 companies and have been doing really well with CSU. The other 2 LMN and TOI have been a roller coaster, especially LMN. Luckily, both positions are very small in comparison to CSU (phew!!)
CSU - current price $4142 ish.
LMN - current price $33 ish
TOI - current price $130 ish.
Please recommend in which order you would add to, at today's prices (most preferred to least preferred). All are long term plays. Thank you very much.
Read Answer Asked by Anh on September 11, 2024
Q: Any stocks you see that have strong fundamentals and show some god technicals as well ?
Read Answer Asked by blake on September 11, 2024
Q: In a recent Market Update (Aug 22) you spoke of the power of compounding and the key characteristics of a high compounding stock such as higher volatility, strong sales growth, lower dividends, premium valuations, etc. As a follow up to this topic could you please provide the 5 best US companies (or more if you wish) which you consider to fit these characteristics for long term compounding. Many thanks. Cal
Read Answer Asked by Calvin on September 11, 2024
Q: Hi Guys
Quite surprised Baytex has dropped $1 off share price in the last month off what seemed to be an already discounted share price.. Any insights into why it is off so much versus other Oil and Gas companies? Also Baytex always is in the top ten traded stocks on the TSX each day. Any idea what that is? does it attract more speculators?

Thanks

Stuart
Read Answer Asked by Stuart on September 11, 2024
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