Investment Q&A

Q: 2 questions:
In a taxable account what would you suggest to play the role of Bonds if any? I need to beef up my bonds allocation and need to keep cash and cash equivalent in my taxable account where I have new funds.

For a young retiree with a comfortable portfolio what percentage would you allocate to cash and bonds? Volatility is not a problem for me with a long term view.

Thank you
Yves

Q: Hi,

Comments on NXT's quarter, please and thank you! Numbers didn't look bad to me.

Michael

Q: Hi 5i team
With the recent downturn in the stock market, being a relatively new investor, how long would you expect stock to drop or do you believe have we already reached close to the bottom? And what are your thoughts on tech companies such as Nvidia and Microsoft going forward (what would you consider a good buying point to look for)?
Thanks!

Q: why did kkr drop so much on last Friday

Q: Bill Gross from PIMCO just stated…
"Investors should stop talking about buying the dip and start asking about selling recoveries,"
Please comment on this quote. Is this true or false?
Thanks

Q: Excellent market update, I wish I had that update in my back pocket on Oct 19,1987…I didn’t I did nothing and found out in a year my good stocks where still good stocks, my bad stocks I should never have bought. A lesson I have carried around for ever.

Q: Thank you for your calming market update!!

I do have cash to deploy, given the volatility in the market and the significant pullback, what would be your top 5 Picks in Canada and the US with growth potential during the next 2 to 3 years?

Thanks
Tim

Q: A big thank you to 5i Staff for providing us with a Market Update today despite it being a holiday Monday, and giving us your perspective on the big sell off today in global and US markets. Much appreciated.

Q: First of all, thanks for Market Update of Monday, hope it settled some people.
I was reading a rather mind boggling history on ETF’s and one thing that stuck in my head was their findings that market cap ETF’s were a momentum play with buying the winners and selling the losers while a cap pegged ETF was more of a sell the winners and buy the losers approach. Never thought of it that way. Have I got this right ? Thanks. Derek

Q: If I had a little cash today to buy in my RRSP, which has a ten year horizon and generally follows your balanced portfolio, what would you think would be a good name to purchase based on todays activity?

Q: Your thoughts on this stock. Also, what would explain a yoyo round trip in the stock price in 1 day on increased volume as seen on Monday. Thanks

Q: Hi, Could you please comment on Palentir earnings. Thank you

Q: Your thoughts on this company. Is it a buy, sell or hold. Thanks

Q: Everyone, I went for a bike ride, listened to an audio book (Jack Reacher), baked some date squares, and generally had a non event day. How did your day go? Clayton

Q: Thoughts on the quarter and guidance ? Thank you.,

Q: Do you think this portfolio can deliver about 10% yield including both dividends and capital appreciation in the first year? Do you suggest any other assets if you don't like the ones below pls? Thank you!
Holdings % of portfolio
S&P 500, hedged, equal weight ETF: ZUE 10.00%
S&P 500, hedged, ETF: CDZ 10.00%
S&P 500 unhedged ETF: EQL.T 10.00%
gold coins: I buy gold 1 Oz coins 10.00%
GICs and money market GIC 10.00%
Utilities, gas and electricity, CDA: ZUT 10.00%
High tech hedged or unhedged ETF; TB 10.00%
High Dividends CDN ETF: XBB 10.00%
Bonds ETF 10.00%
Constellation S,: CSU 4.00%
Couche-Tard: ATD 3.00%
CDN National Railway, CDN: CNR 3.00%
TOTAL 100.00%

Q: Not sure if you received this question before:
Pls recommend both hedged and unhedged ETF focused on US high tech and AI, which will generate about 10% yield including both dividends and capital appreciation in the first year. Thank you!

Q: What is a decent high-interest ETF that trades in the US? Also, are there any where the returns are capital gains instead of interest?

Thanks.

Q: Please comment on the recent year-end report of MTL Cannabis. Thank you.

Q: Thoughts on quarter and now that they've met their debt limits what do you see for future shareholder returns. Thx.