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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: Everyone, what is the rate of return for the large cap tech stocks vs the Nasdaq 100. For the large cap I would classify: AAPL, AMZN, GOOG, MSFT and NVDA ( you can add more to the list). Please use a time period that you have good stats for but or a 5 year or 10 year return period. I would like to know if it is worthwhile only investing in the big tech stocks overall. Clayton.
Read Answer Asked by Clayton on December 07, 2023
Q: I would appreciate your guidance on the strategy behind buying and selling shares. In particular, I'm interested in limit orders and how - and when - to effectively use them. Thank you.
Read Answer Asked by Maureen on December 07, 2023
Q: I see tfii is down close to 20% from its recent high. Do you still like it for a 5 year hold/
Read Answer Asked by Terry on December 07, 2023
Q: Hello 5i Team

Is there any "easy" way to determine if a REIT is internally/externally managed.

After reading some of the Annual Information Form (AIF) or the quarterly reports its not always evident.

Does your Bloomberg terminal provide this information?

My assumption is the majority of REITs are "internally" managed - do you have a list of "externally" managed REITsn or can point to a source?

Thanks
Read Answer Asked by Stephen on December 07, 2023
Q: Could I get your take on Q3 earnings. Revenues are up but earnings are flat, is this only the "other charges"? Could you explain why they are reporting Q3 2024 earnings, in Dec 2023, pretty much a full year ahead... I haven't seen a company Q report that far from actual calendar Q. How does this work?
Read Answer Asked by Harry on December 07, 2023
Q: If one were interested in short term trading, which of these two would be a better candidate today? I’ve done well buying and selling both - buying dips and selling pops. I am a little afraid of Nvda due to it being priced for perfection, although of course both have seen nice gains.

Happy Holidays to you and the 5i readers. Thanks as always for the great service;)
Read Answer Asked by Jason on December 07, 2023
Q: Good morning,

Q1. Could you please share your thoughts on the appropriateness of both of these funds or any other you may wish to recommend for a single 75 year old retiree with $200,000 in a TFSA ($88,000 and the balance ($112,000) in a Non-Registered account?

Q2. Do you have a preferred ETF and/or mutual fund that has the potential of distributing 4% to 5% for the next 15 years with no legacy concern?

Thank you.
Read Answer Asked by Francesco on December 07, 2023
Q: In september you were asked for your assessment of jpie.

With recent expectations of interest rate increases less likely and possible reductions in 2024, would your thoughts have changed…or do you see this as a worthwhile addition to an income focused portfolio?

I already own Jpeq. and Jepi. Would i be better just adding to one or both..The yields seem to be much higher.

Thanks



Read Answer Asked by Donald on December 07, 2023
Q: Is it not unusual -and risky for the investor- that a royalty firm (FNV) get more than 20% of their revenues from a single company (FM)?
I guess we have to do our homework and not rely on reputation only. Merci.
Read Answer Asked by Denise on December 07, 2023
Q: Hello 5i...How similar are the above two companies in their business models?.
Is their significant overlap? Would you see then them moving in tandem going forward and would you prefer one over the other or owing both at this time ?
thanks
Read Answer Asked by Arthur on December 07, 2023
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