skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Good evening 5i Team,

If I were to scale back my positions in chip makers and AI related companies, would you please recommend a sector or sectors and your choice of companies to migrate into.

Thanks,
H
Read Answer Asked by Harry on January 30, 2025
Q: If you owned shares in these companies,what would you do?If selling Silvercrest,what would you recommend as a replacement within the precious metals sector?Thanks.
Read Answer Asked by Maurice on January 30, 2025
Q: Hello,
Could you please comment on Celestica's results.
Looks like, the Co blew past estimates and raised their guidance, as well.
Stock is up 17%, in after hours trade at 5.30 PM.
We just started a 2% position, taking advantage of sharp drop, on Monday.
(Thank you for your prompt response, which really helped !! )
Will you be comfortable adding to the position or wait, for a 3-5 years hold ?

Thank You
Read Answer Asked by rajeev on January 30, 2025
Q: Hi - have some dry powder available to be able to invest. We're close enough to the orange-man implementing tariffs that I'm going to wait and see what happens next week before deploying. I'm guessing any decline in stocks will be felt more in Canada than the US, but I"m wondering what you think might take a hit and what Cdn & US companies you might look at buying should the market have a healthy pullback. Probably better to ask if/when things sell off, but I'm just trying to prep my shopping list. Thx.
Read Answer Asked by Ben on January 30, 2025
Q: Please explain how those Brookfield entities and others fit in a balance portfolio of stocks in terms of growth and income. What would be your ranking preference long term? Would you suggest other Brookfield companies to complete the picture?

Thank you for your great services
Read Answer Asked by Jean on January 30, 2025
Q: How do you think these companies will do during a recession or if Trump tariffs are introduced? Are they relatively tariff proofed?
Looking for some stability for the next few years with some income.
Read Answer Asked by Debrah on January 30, 2025
Q: Hi there,

If you were to create a US Balanced Equity Portfolio using CDRs only, what would it look like?

Thank you!
Read Answer Asked by Michael on January 30, 2025
Q: Hi Peter and 5i Team,

How would you rank these ETFs, XEI, XEQT, VFV, QDTE, for a 10 year hold?
Read Answer Asked by Marvin on January 30, 2025
Q: Can you please provide couple of names for great ESG ETF ( Canada and US or global) ? Thank you for your great services. Santoso
Read Answer Asked by Santoso on January 30, 2025
Q: Hi 5i,
May I please have your thoughts on the latest results from Nextracker?

Also, what are your thoughts of how the shift in sentiment away from renewables by the new US administration might affect this company in the coming year and then beyond that over the next few years?
Read Answer Asked by Brian on January 30, 2025
Q: hi,
do you have an educated "guesstimate" of the downside risk if Trump's tariffs go through across the board Saturday? percentage down?
also, can I get your most current thinking as to which sectors, and particular equities, are at greatest risk of a sell-off?
cheers, Chris
Read Answer Asked by chris on January 29, 2025
Q: Tempus AI Inc. (TEM:US).

Your opinion to buy or not?

Thank you.
Read Answer Asked by Ross on January 29, 2025
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!