Investment Q&A

Q: Ross this morning commented on Warren Buffet’s advice to buy index funds. This advice is aimed at the ordinary, non stock picking expert, of which group I consider myself a member. Because of this membership I have thought a lit about putting that advice into practice. The reason I didn’t do that completely is because of the development of 5i Investing. I can see by frequenting some of the investing forums, that you are head and shoulders above even the average sophisticated amateur investor. As you say in your advertising, we are not in this alone. I, and many others, i am quite sure, appreciate your experience and skill, and especially your willingness to share this with the average retail investor. We don’t get to say it often but i thought that I would take this opportunity to let you know how much your work is appreciated

Q: At current valuations what would be your top 3 picks, regardless of sector, amongst the available CDR's for a long term hold within the TFSA of a 26 year-old (top 4 picks if NVDA happens to be one of your top 3 choices). If you then also throw LMN, CSU, BA and ATD into the mix what would your ranking be (best to worst) along with your conviction/confidence level (10 = most confident, 0 = least confident) for each choice and a brief statement as to why. Many thanks.

Q: XIC and VCN. Which one of these two ETFs do you prefer and Why?

Many Thanks

Q: Good morning,

This weekend I came across this ETF that invests in private companies with the largest holdings being Space X. The 52 week action on tis is insane and I believe it is only a few weeks old in terms of being traded. What is your opinion of this ETF their strategy if any and the trade action in such a short time. Are there other more established funds out there that do the same thing? Would you buy something like this with some fun money? Sybol DXYZ

https://destiny.xyz/tech100

Q: I have cash available to invest which I am not ready to deploy into the market. However I want to avoid interest income from HISA and bonds. I believe you have mentioned some funds/accounts where the money is reinvested in a way to produce a capital gain rather than interest income. I’m not thinking of stock etfs like HXT which do not create distributions.
Thanks for your help.

Q: why is the management fee so much more expensive for Canadian ETF's?
XEG at 0.6%
vs
XLE at 0.09%
similar with XIU vs SPY as another example.

Q: can you give an up date. can they turn the corner? debt is high, would anybody buy this company ?

Q: Peter, I am a 75 year old active and avid stock picking DIY investor and have been pretty successful thanks very much to you and the staff at 5i Research. However, my wife has no interest and no knowledge to manage our portfolios if something were to happen to me. And with a nod to Warren Buffett I believe I would like to leave clear instructions that our stocks be sold off and the funds invested in a passive 80/20 equity/bond (or what split would you recommend?) all in one ETF that would provide for my wife for the rest of her life.
What ETF would you recommend for this? And is one truly enough?

Thanks. David

Q: I am considering small cap real estate if we do see interest rates subside.

What is your opinion of PLZ.UN?

Thank you

Q: I am interested in NXT at the current price of $52.ish but am puzzled at the recent drop from the $60.00 level which appears to be due to lack of volume once it hit $62.00. Is this still a buy or are there other possible reasons for the drop ?

John

Q: hello 5i:
do you see any problems with the proposed merger?
thanks
Paul L

Q: Greetings 5i, I have earmarked this company as a sale candidate to raise cash, timing is before the end of this year. Would you sell now into recent strength or continue to hold for additional upside, perhaps due to another dividend increase or other catalyst? Thanks.

Q: Peter and His Wonder Team
I have been following this pet food company for some time. It has had some problems this past year. However this past quarter it failed to file returns and is in violation. The stock is at a low price but maybe a value trap or possibly contrarian play. I would appreciate your opinion...thanks immensely.

Q: Hi team
I am fully invested in BCE , for steady income and abit of growth, it has been hit by lower share prices
I am in a 50% position in ENB, again for steady income and abit of growth
does it make sense to sell part of BCE and use the proceeds to buy ENB
same goal, steady income and some growth

your outlook for ENB would be appreciated as well,
thanks
Michael

Q: What are you 5 favorite US and Canadian companies to invest in for 3 years RAK

Q: Hello fellow 5i community,

New ETF investor question here. I have no experience with ETF's and therefore have none in my investment portfolio. Based on all the Q&A's and my own research, this is an area I need to get into. Can you please recommend your top picks (open to all suggestions both geo and industry - please rank) and how many ETF's would you recommend if also investing in individual stocks? (including % of a portfolio). Thank you

Q: Good Morning,

Do you fell that SMCI is in a consolidation phase after it's rapid run-up, or has the shine rubbed off for a much longer time frame. It's now down over 25% from peak.

Thanks.

Brad

Q: I am hearing good things about Cruise Ships. People don't want to pay High Air fares and High Hotel prices so are moving towards taking a Cruise . What companies do you recommend RAK

Q: Hello 5i,

As always, thank you for your insight. Back to basics question here and have a 2 part question.

Understanding you cannot make personal recommendations, would be very interested in your picks if you were building your portfolio from scratch with example $500K in funds and what your approach would be as it relates to portfolio diversification if you were a balanced/growth investor. In addition, what would you consider as best practice in terms of percentage allocation to different industries/ number of positions overall.

Assuming diversification, I am interested in your perspective as it relates to Dividends.

Can you please recommend what overall percentage of a portfolio should one consider for dividend stocks and your top picks (any industry and market?). Thank you in advance.

Q: Greetings, the above companies are all currently held (among others) in a Canadian dividend growth portfolio. For new money, what would be your top 5 choices to add to today? Long-term hold, income and stability with growth potential are key criteria. Would also like to maintain some sector diversification.

Thank you.