Q: Still trying to figure out what to do with these healthcare names. Poor momentum and healthcare is unloved. If I sell I can move to something that's working and still sell with gain. Is this the wrong thinking because one should always have exposure to healthcare, even if it is not doing well? I have lots of tech, industrials, financials, and materials, but do have exposure to some healthcare in each portfolio I'm managing.
Q: Hi 5i, pls comment on their release and forward outlook this week. I've been a long term holder and have been very happy with this steady Eddie. It's has a great run in the last year, hoping their organic growth keeps going. Thx.
Q: The above equities are missing from my portfolio. Please rank the above in terms of growth potential over the next 3 - 5 years, adding in some consideration as to their current pricing.
Q: My question is abit more general on the big 6 banks but I own RY primarily.
What is the historical PE multiple range for the banks and RY specifically. I feel like they are getting a bit expensive compared to historical ranges and the yield is now below 3%. If I had more confidence in the Canadian economy I wouldn’t feel so complex to take some profits off the table and maybe rotate into a few non-bank financials. What do you think? Thanks
All my investments are in north america, can you suggest ETF's in USD, no dividends, to cover other geographies that you deem fit to invest in at this time.
Many Thanks for all these years of profitable investing.
Growth has been amazing even with mistakes I made. Been hoarding way to much cash and thinking of using more ETF's to free up some time.
Thanks again! Been quite a journey! When you've been through the meat grinder repeatedly not as scary anymore. LOL
NEVER would've made it this far without 5i.
Q: I am trying to understand what's going on with HHL this year. It's the worst performing ETF in my portfolio, down 12% YTD, almost double the drop of the US-listed VHT which is in my taxable portfolio. HHL is held in RRSP, so no capital loss :( I am wondering whether to keep it for the income, or drop it and buy another healthcare ETF hoping that the healthcare will eventually recover and ETF like VHT will likely recover faster than HHL. Due to underperforming healthcare ETFs, my portfolio allocation in healthcare is now down to 6.5% from the 8% target. Any suggestions/thoughts?
ARTG reported earnings last night and it appeared decent except I was surprised at the hedging of about 50% of sales at approximately $2800/oz and another 25% at approximately $3300/oz. When did these hedges come into effect? I think they last for the rest of 2026 and the $3300 hedges go into 2027? Even with the low AISC they are leaving a lot of money on the table it appears. Is that why it is down 5% today? Also they have a dividend planned to start in 2nd half of 2026. This would be a positive I would have thought. Would you consider this stock to be a buy, hold or sell at this point?
Q: Hi Team,
I'm thinking of selling my BEP.UN and BIP.UN to a more diversified Utilities/Infrastructure ETF like HUTS, UMVP or ZUT since I already have a 8% weight in BN and BAM. What do you think of that move?