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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: We’re overweight oil and gas at the present time with the idea of selling down our positions as we enter the typical positive seasonality for this sector from about now to maybe April. This leads to 2 questions. Do you agree oil and gas look good over the next few months? If this were your money what timeline would you follow to sell off an overweight position in this sector. We’re growth investors with said stocks inside our TFSAs, have positive gains and would like to maximize our gains without trying to be too clever on market timing. Thanks so much!
Read Answer Asked by Warren on December 13, 2024
Q: I own a long term holding in these stocks but am interested in adding a short term trading position in a few of them to take advantage of any January post tax loss selling bounce. Please rank these from best to worst near term (1-2 month) trading potential.
Read Answer Asked by Greg on December 13, 2024
Q: Good morning,

Q1. With this year's high performance of US Large Cap ETFs such as VFV, would switching a portion of VFV into a best in class US Mid Cap ETF make sense at this point in time?

Q2. if so, I'm considering ZMID and XMC as potential candidates. Which of these two US Mid Cap ETFs would you recommend switching into and is there another US Mid Cap that you would consider preferable as the best in class?

Thank you and I'll await your sage advice.
Read Answer Asked by Francesco on December 13, 2024
Q: Global X total return funds have been your recommendation for taxable accounts for quite a while. However, recently, I have observed an alarming trend with the largest of their ETFs, such as HXS, HXT, and HSAV: the premiums have been shrinking significantly, and HXS now trades below NAV. I have more than half of my investments in these three funds, so I am really concerned about this situation. Do you have any explanation as to why the premiums on total return funds have been shrinking and even turned into discounts?
Read Answer Asked by Ron on December 13, 2024
Q: Hello team,
I thought with new administration, US banks would continue surging.. Any reason why jp morgan is not moving higher and would it still be a good long term buy? Is well still a good stock to jump into right now.. lastly i wanted to ask about TOPT etf IShares top 20 us stocks and was not able to find it on your system.. Any comments please.. much appreciated.
Read Answer Asked by umedali on December 13, 2024
Q: I bought into MXG for the special dividend last month, but I am reluctant to sell it because it is in a sector I favor. High insider ownership and very few followers. The earnings look good and they are net cash. They don't state future growth plans or any real mission statement. Has 5i Research looked into this company?
Thanks, Terry
Read Answer Asked by Terry on December 13, 2024
Q: Hi there. I was intrigued by the reply to a recent question which led to you providing a list of these six companies:
US: RSSS, BUKS, MCEM
Canada: HME, NCI, KUT

Can you please pick your 3 favourite regardless of country and provide a summary of why you think they hold potential as well as how each rank BOTH in terms of growth and risk with 1 being low risk/growth and 10 being high.
Thank you!
Read Answer Asked by Tim on December 13, 2024
Q: Hell 5i I am considering selling BMO shares holdings and RY holdings as they in their higher price range. Sell high buy low! My plan is to reap the profit to buy ZEB. I would appreciate your thoughts on this. Thank you
Read Answer Asked by Yves on December 13, 2024
Q: What are your current thoughts regarding plaza reit as an addition to the income side of my portfolio? If negative, do you have any suggestions for stable high-dividend Canadian stocks that I can investigate? thanks, J
Read Answer Asked by John on December 13, 2024
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