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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: Portfolio Analytics has suggested I reduce my financials component. Over my several accounts, I own these 6 banks in Canada. What order would you sell them in (ignoring capital gains impact) ?
Read Answer Asked by Mark on October 28, 2024
Q: Hi 5i Team - Could you provide some information on a company called Meta Materials which still trades or did trade on the Nasdaq. I think it has filed for bankruptcy but am not sure. The symbol should be MMTLP but am not sure of this either. Some specific questions are: How many shares are there and are there any any insider holdings or trading. Is there any potential for this company. I believe there is a class action lawsuit and if so do you have any opinion on how this might play out. I realize that this is a stock that may be difficult to research so any information that you could provide would be appreciated - and there's no rush.
Thanks.
Read Answer Asked by Rob on October 28, 2024
Q: Morning. As always your analysis is greatly appreciated.

Are there any generalizations you have on what sectors would benefit from a Harris win in the US election and what sectors would not benefit from a Harris win. I assume the answers would be opposite for a Trump win.
Read Answer Asked by Dave on October 25, 2024
Q: “Joe” is getting overwhelmed with maintaining his portfolio and is starting to fall behind on autumn yardwork and home maintenance. His spouse and teenaged kids also find his contributions to family conversations rather repetitive and boring (in their words, he’s all “year-to-date” this, and “multi-bagger” that…).

In an effort to free up some bandwidth and reconnect to his people, Joe has decided to reduce the number of securities he owns to about 20 stocks and a handful of broad market ETFs.

Joe is hoping 5i can help him identify:
~10 favourite stocks drawn from its 3 model portfolios
~6 highest conviction US picks.

Joe wants to maximise returns over the next 7-10 years.

Thank you.
Read Answer Asked by Trevor on October 25, 2024
Q: If you have $500,000 to invest in GIC's - would you recommend 5 different institutions holding $100,000 of GIC's to be sure of CDIC coverage? Seems like a lot of work to me.
Read Answer Asked by Lucy on October 25, 2024
Q: Hi! Wondering if you are still positive on Interrent. Can you please comment on how this company is doing and if you see it as a buy, hold, or sell. With interest rates being lowered do you see this stock improving?
Thank you!
Read Answer Asked by Neil on October 25, 2024
Q: Hi Team,

Apparently Berkshire owns a large stake in Sirius XM. The company seems to be in the doldrums so is there any reason that you can see why Berkshire would own such a large stake in this company? Is it the same approach they are taking with Ulta where they see an undervalued company that they believe has a high chance of turning things around?

Any thoughts would be appreciated.

Thanks,
Jon
Read Answer Asked by Jonathan on October 25, 2024
Q: I enjoyed the steady income stream from A&W together with the relative share price stability in my registered account. Now that A&W has converted and is no longer a royality fund, can you provide 2 or 3 top income fund recommendations to replace it? They can be any sector and Canadian or US.
Read Answer Asked by Steven on October 25, 2024
Q: Hi 5i,
The BoC announced the largest rate reduction in 15 years (not including during the pandemic) this morning, and since that announcement my well diversified portfolio has experienced its largest single day loss (right across the board) since I began managing my own investments 8 years ago.
I've been looking forward to today's announcement because I had thought it would lead to an increase in my portfolio value, but it seems to have had the opposite effect - in spades!
Can you explain what's going on? And should I be worried?
Thanks 5i.
Peter
Read Answer Asked by Peter on October 25, 2024
Q: I'm considering the following stocks - can you please rate them from favourite to least favourite.....: SPSC:US, vrt, sj, dcbo, tve
thank you!
Read Answer Asked by Judith on October 25, 2024
Q: BIPC has had a good run lately, do you see much more near term upside with the dividend tax credit changes? I’m thinking to switch into PEY for the greater yield and more upside once we get a change in federal gov. Also I like the ability to write some covered calls.

What are your thoughts on this trade, and do you have any insights on timing?
Read Answer Asked by Robert on October 25, 2024
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