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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'm thinking of selling my SHLD ETF for a more concentrated defence/areospace tilt and buying either RYCEY (Rolls Royce) or HWM? the beta of HWM concerns me though?

What do you advise? I already own GE.
Read Answer Asked by Graeme on September 26, 2025
Q: Hi 5i
Any thoughts on Amer Sports? They own the very successful Arcteryx clothing line as well as many other sports related businesses. At about $35, was $42 not long ago. Chip Wilson recently sold $160 million but still has 18% through his holding company. He appears to be raising cash (any idea for what?). The stock has tripled since IPO about 2 years ago. Your thoughts? How would it compare to another of your great calls, Aritzia?
Thanks, Greg
Read Answer Asked by Greg on September 26, 2025
Q: Can you provide thoughts on the iShares MSCI Emerging Markets Value Factor ETF (EVLU) as a long term investment in the current high valuation environment?
I’m seeing a 3% 30day yield, 10.7 P/E, and 0.35 fee.
If in your response you say it’s too new (less than a year) or too small (10m AUM), please remind me why those things matter and how you’d weigh them for an investment that is otherwise attractive.
Read Answer Asked by Chris on September 26, 2025
Q: Saw a headline regarding the big outflow from MM funds into bond funds, can you confirm this, if so explain the reason and provide your favorite bond funds for parking cash?
Read Answer Asked by Charles on September 26, 2025
Q: With copper doing quite good and these guys for such a good name as a Large Cap producer,just seem to keep walking around into sharp objects,now with this mudslide (terrible tragedy hope there’s no more fatalities)the copper is still there do you think this a buying opportunity and I could add to my position or hold on ….
Read Answer Asked by Greg on September 26, 2025
Q: In my RIF and TFSA accounts I way overweight BNS, which has performed splendidly, not to mention its attractive dividend. Looking to spread some of the market risk to TD but I'm leery of the other banks as they appear way overpriced by comparison. As an income investor, should I shift to ENB, FTS, EMA for more safety?
Read Answer Asked by Jean on September 26, 2025
Q: Citing elevated redemption requests and tighter cash flows, some asset managers are joining a growing list of firms who are warning investors about changes to their real estate funds, which range from limited redemptions to reduced monthly distributions.

For example Trez Capital Mortgage Investment Corp, Nicola Wealth Management Ltd. and Centurion Asset Management Inc. informed investors about such changes. I own CAR.UN, KMP.UN and GRT.UN. Can I please get your thoughts for these three.
Read Answer Asked by Ian on September 26, 2025
Q: Have been thinking about Chris’s question Sept. 25 regarding these two companies.

So it makes sense to buy BNT because you may have better share appreciation than BN and if you don’t then you can exchange it into the higher priced BN ? Thanks. Derek.
Read Answer Asked by Derek on September 26, 2025
Q: Could I have three US Healthcare names you recommend today please.
Many thanks!
Read Answer Asked by Issaku on September 26, 2025
Q: Hello 5i

HPS seems to be in the doldrums and not sure they will recover. I'm thinking of selling full position in HPS and take half position in each of PNG and ZDC. (Both of which I don't currently own)

I have all of them as growth stocks so what's your opinion on this trade idea?

Thanks
Ken
Read Answer Asked by Kenneth on September 26, 2025
Q: I need to deploy about $400K in equities for a 75 year old friend whose instructions are conservative, low beta dividend paying stocks. He already has the usual suspects including the banks, Enbridge, plus FC and a few others. I can always add to his current holdings but RSI says many are stretched at the moment. Any thoughts or recommendations?
Read Answer Asked by Kim on September 25, 2025
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