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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: Hi Peter and team,

Our Healthcare sector is under-represented according to Portfolio Analytics. We do own VHI and are down, but most of what I read indicates a compelling case for VHI. As an example, National Bank Direct Brokerage rates it as outperform. Its current position is 0.76% of our Total Portfolio Equity Weight, and our only other sector holding (other than some diversified ETFs) is SIA with a Total Portfolio Equity Weight of 3.34%.

Would you be a buyer at current levels?

As always, thanks for your insight.
Read Answer Asked by Jerry on December 15, 2025
Q: This equity appeared recently in my RRIF account…..I did not receive any information about a spin off from any of my holdings but maybe I wasn’t paying attention. I presume that’s where it came from. A Danish company I believe, listed on the NYSE. Can you enlighten me please.
Thanks for your service.
Len
Read Answer Asked by Leonard on December 15, 2025
Q: Hi 5i,


Trump is expected to issue an executive order as soon as Monday that would allow for reclassification of marijuana. If this happens what are your favorite CAD ways to play it. Looking for a way to par-take ;).

Thx
Read Answer Asked by Christopher on December 15, 2025
Q: Can you recommend a few US-listed ETFs for a US citizen living in Canada with a Canadian investment account (to avoid problems caused by US PFIC rules)?
Mainly looking for ETFs to track the main indexes.
Thanks.
Read Answer Asked by Martin on December 15, 2025
Q: High level and subjective question about CSU. They historically bought mature slow growth SASS businesses with very little organic growth. Now the market perceives a risk that AI will disrupt their businesses. CSU will need to innovate rapidly to meet this challenge, BUT, CSU does not have a culture of innovation. Do you think CSU can rapidly become innovative at scale when that is so far from their core competency? Do they have the DNA to innovate AI into their businesses?

Thanks.
Read Answer Asked by Joel on December 15, 2025
Q: As TD has just added some commission free ETFs, I'm thinking of using TPU to add to my US holdings. I've previously used ZSP. Despite ZSP's being the 500 with TPU's being the index, they seem to have performed pretty much in tandem. Am I missing something in thinking it's fine to hold both as long as my total US holdings are in line with my desired percentage? I have no individual US stocks.
Read Answer Asked by M.S. on December 15, 2025
Q: I am trying to reduce the number of stocks in my portfolio. I hold both these but in small quantities. No tax consequences. Any reason to keep or add to either ? Thoughts on one stock to consider for replacing them, please ?
Read Answer Asked by Alexandra on December 15, 2025
Q: At what price would you initiate a position in these stocks or would you avoid any or all of these?
Thank you
Read Answer Asked by John on December 15, 2025
Q: Hi 5i team,

Among the tech giants, I own NVDA, GOOG, and AMZN. I have a high level of confidence in NVDA and Google, but not the same level for AMZN. My reasoning for owning AMZN is its upside potential, I think, driven by operational efficiency improvements and advertising revenue growth, despite cloud competition. I belive MSFT has the most resilient business model for compounding with diversified revenue streams and a clear path to AI monetization. The case for AAPL is its business and ecosystem, and it is a potential winner if AI doesn’t pan out as expected.
All of them are buyable and ownable, and I would appreciate your input on which three stocks you are more confident in for a long-term hold and why.

Best,
Matt
Read Answer Asked by Matt on December 15, 2025
Q: We have owned this stock for a very long time (4000 shs) - small position - down about 26% this year. Tax loss selling probably has something to do with this decline. Is the dividend secure? CIBC I. E. shows over 200% payout ratio. Thinking of buying more - what do you think?
Read Answer Asked by James on December 15, 2025
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