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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: I am interested in buying some mid- to small-cap stocks. I am tracking some of the ones you mentioned and am considering them.

For non-experts though, it seems like it would be better to go the ETF route on such companies. Do you agree and can you recommend a couple of options in CAD and USD.
Read Answer Asked by Kevin on March 06, 2024
Q: I am looking to add exposure to the US market in my TFSA. I currently own ZSP and ZNQ and would like to add an ETF listed on the Cdn exchange that would balance my exposure to the Mag 7. I have seen you recommend EQL which I am considering however is there another ETF that would broaden my exposure beyond the S&P 500. Perhaps to include some mid and small cap stocks?
Also would you expect that mid and small caps will outperform given where we are in the market cycle?
Read Answer Asked by Bruce on January 16, 2024
Q: Happy New Year everyone!

Can you please update us on your outlook for US Small Caps in 2024? Is it better to invest in US or Canada? A few selected stocks or ETF? If ETF what’s best for top return?

Sorry for all the questions please take as many credits as necessary.

Thanks happy investing!
Read Answer Asked by Robert on January 01, 2024
Q: Hi 5i Team,

I keep hearing that purchasing bonds is currently a generational opportunity given how elevated interest rates currently are and we are likely at the peak point of the rate cycle. How would you recommend approaching having exposure to bonds in order to capitalize on the opportunity?

Are there any other sectors or areas of opportunity that are out there that you think one should get exposure to in preparation of interest rates eventually coming down?

Thanks as always,
Jon
Read Answer Asked by Jonathan on December 01, 2023
Q: For some time 5i (and others) have noted that small cap valuations are low on a historic basis, and I also believe that you have commented that small caps often lead in a market turnaround? I really like a good "reversion to the mean" play, but what are the conditions for that to happen? I have to think inflation and higher interest rates are disproportionate headwinds for smaller companies vs large caps. What should one look for before buying a small cap ETF, or just forget the timing and figure you'll be happy in a few years one way or another? Thanks for your thoughts.
Read Answer Asked by Stephen R. on October 19, 2023
Q: what would you recommend for this year's TFSA for an average investor? Thank you. Fooklin
Read Answer Asked by Fooklin on August 04, 2023
Q: If I understand what I have been reading in your comments is that small caps in general are down but have good potential if the economy gets back on track. What would be your favourite Canadian traded ETF to capture a small-cap rebound in Canada and your favourite that trades in the US?
Read Answer Asked by David on July 24, 2023
Q: In a recent answer you said "We feel that the slightly overcrowded flight to safety in large-cap tech names can open up opportunities for smaller and mid-sized names".

Is there a canadian ETF that reflects an investment in small and mid cap tech in Canada that is worth investing in right now ? And if not is there an American one ? Thanks
Read Answer Asked by Roger on May 30, 2023
Q: Please suggest a few US and Canada mid-cap equity ETFs to invest for over 5 year term--buy & hold idea. As well, please provide for each a good entry point.
Thanks,
Roger
Read Answer Asked by Roger on April 24, 2023
Q: Can I have your opinion on the risk/reward for Small Caps in general right now? Some analysts are suggesting Small Cap valuations are currently low based on their historical position relative to larger cap companies and should “revert to the mean” in the medium term. If you were to invest in this theme what ETF would you use? As always your insights are greatly appreciated.
Read Answer Asked by Stephen R. on September 07, 2022
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