Investment Q&A

Q: I have an approx 3% (and declining) of my portfolio in Fico. It’s dropping like a rock lately.
I’m a long term investor. Would you hold or sell? Thanks

Q: Since you commented on NCi's earnings about 5 weeks ago, the SP has risen 60%, largely due to two announced purchase orders totalling more than $22M, not bad for a company whose market cap has only recently surpassed $100M. Good to see that trading volume has appreciated noticeably and Canaccord has initiated coverage although they may soon have to increase their price target. Have we got a winner here?

Q: If I were to add two of the big five banks - TD, CM, BNS, BMO and RY - to my portfolio for yield and long term growth, which of the two would you recommend?

Thanks.

Q: Peter; Having read your last comment I was intrigued by the 2025 EPS estimate of $3.30. What am I missing - I realize their last earnings was dismal at best - but is the $3.30 realistic. BTW when I was looking at the price quote and then went to the NEWS segment TRICAN came up - no SHLE News. Any idea why? Would you add here ? Thanks.
Rod
Rod

Q: Your thoughts please on the quarter?

Thx

Q: I have had a nice run over the last 5 owning 5 of the mag 7 stocks. I have a small % of the portfolio dedicate to canadian teck. I am looking at Appel's potential headwinds with the current US administration position on trade and thinking of selling 1/2 my position and adding DSG as a replacement for a long term hold. does this make any sense to you guys?

Q: I hold a full position of KKR which share price has fallen significantly from the January high. I am unable to find the fundamental reasons for the price weakness and started to doubt my original reason to own the stock.
Please kindly advise if I should continue to hold or sell for tax loss harvesting. Thank you for your great service. Bill.

Q: Is there a "safe" way for Canadians to invest in Chinese companies either with ADRs or ETFs?

Do you have any specific recommendations?

Q: I am looking for tec in the smaller size high growth. which would you prefer qbts or ionq

Q: In an effort to balance my portfolio, I’ve invested in both short-term (XBB, currently +0.9%) and long-term (XLB, currently -2.74%) bond ETFs, all held within a registered account. Despite these being commonly recommended by industry analysts for portfolio diversification and stable returns, I’m seeing losses across both and finding it difficult to understand how to generate positive returns from bonds in the current market environment.

Given this, I’d appreciate your guidance. Should I consider:
• Selling XBB and XLB and moving the funds to a high-interest savings account?
• Adding to my bond holdings by including alternatives like XSB or VAB?
• Holding my current positions and staying the course?

I’m open to adjusting my strategy but would value your insight on how best to approach bond investments right now.

Q: Hello 5i,
I have read the Q&A around the proposed u.s. tax changes and am unclear as to whether or not holdings within registered plans (LIFs, RRIF's, RRSP's, RESP's(?)) are impacted, or if they retain their current, somewhat protected, status. I am assuming - perhaps completely incorrectly - that the questions asked have been referring to non-registered investments, but that - knowing Trump, registered plans will take the hit as well?
One thought would be - upon finalization of the bill, in whatever end form it finally takes - for 5i to write a report on the impact to Canadian investors once the dust has settled and the ramifications are known.
Many thanks, as always!!!
Cheers,
Mike

Q: With so much media attention recently to the Middle East do you see investment potential there? If so is there one or 2 companies listed in the USA that you could recommend? Alternatively, perhaps you could suggest an etf.

Thanks

Q: Dear Peter et al:

Thanks for your consistent endorsement for both these spin offs of the Mothership, CSU. I don't have CSU. But do have these two darlings which have paid for more than a few years' worth of 5i Subscriptions :)

If one were to add new money, which one would you choose? LMN or TOI. Or take a sensible middle of the road decision, divide the money into equal halves and put it in both? These are in my low risk bucket!

Q: What might be a good entry price for these? Thx

Q: How would you rate buying these growth stocks today for a 3 -year hold?

Amzn, goog, VHI, PRL, CLS , HPS.a , GLXY, VHI, FOUR, ROAD , CRM, CLBT

Q: Do you think the takeover price for IIP, announced today, is a good price? The stock is (at the moment) selling at or a bit above the offer price. Apparently the bid can be increased by another buyer, so should I sell or should I wait?

Q: Hi All at 5i!! A young friend is starting to invest in his TFSA. He has a long time horizon. Basically, he wants to just put the money into the TFSA and let it grow until retirement in an uncomplicated manner. (IOW no individual stocks). If you were to suggest an ETF, would VFV fit the bill, or would he be better off investing in a more structured ETF which encompasses several markets (US,Canadian etc) and a small bond holding as well?. What would you suggest?


Cheers,
Tamara

Q: Hi 5i, I am looking for some new options for relatively conservative, monthly income funds. I would prefer no leverage and no return of capital. Over the years, you have mentioned these three funds (ZMI, XTR, FIE). Are there any new options that you would add to this list? Have the fundamentals changed on any of these three that would cause you to no longer recommend them? Thanks so much.

Q: Gentlemen; Is this an attractive entry point for ATS with the settlement of their outstanding receivable?

Q: I'm presently under water on these stocks : could you please, based on potential growth, list them as hold or sell ? Looking for faster returns ?