skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

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 ?
Read Answer Asked by James on October 18, 2024
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
Read Answer Asked by richard on October 17, 2024
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...
Read Answer Asked by Jeff on October 17, 2024
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
Read Answer Asked by John on October 17, 2024
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.
Read Answer Asked by bernie on October 17, 2024
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 ? }
Read Answer Asked by Garth on October 17, 2024
Q: Want to consolidate into 3 companies for a 3 year hold.Plesse rate them best to worst.
Read Answer Asked by Maurice on October 17, 2024
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
Read Answer Asked by J Stephen on October 17, 2024
Q: How to prepare for volatility and duties to exports.
Read Answer Asked by Nizar on October 17, 2024
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 😊!
Read Answer Asked by Raymond on October 17, 2024
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.
Read Answer Asked by John on October 17, 2024
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!
Read Answer Asked by Keith on October 17, 2024
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!