Investment Q&A

Q: Hello Team,
I am enjoying 5i Macro Models services! Thank you! Could I have three Canadian Staples individual + ETF names please.
Thank you!

Q: We own shares in a bunch of TSX listed Canadian companies like the banks, SHOP and AEM etc that are also listed on the NYSE. I feel the USD is going higher or perhaps I should say the CAD is going lower. The same may hold true for the European and Chinese stock exchanges, with all the currencies going lower against the USD. At some point I wonder if the Federal reserve will start to lower interest rates if the USD goes too high. Mr. Trump will be happy!
Not sure if it makes sense to shift the TSX traded stocks over to the US side of the ledger. We also own a lot of US listed stocks on the US exchanges. In away the low CAD has made the purchase of CA stocks using USD cheaper! What's your take? Any thoughts you have would be appreciated.
Regards,
Jim

Q: I have seen your recent comments and you believe the recent deal is good. My question is related to it's ~12% price drop in 3weeks. I have only seen positive analysis from all analysts. So my question to you is, is there any systemic or structural reason for the stock to be tanking well over the ~2% TSX reduction in the same time frame? What has changed in 3 weeks to spook investors?

Q: Here’s why Block (SQ) is a new best stock idea at Bernstein.

What's your opinion?

Buy now?

Thank you.

Q: It looks like ADF Group's share price has turned around and is heading up again. Is this the point to start building a position or would you wait longer to confirm the trend? Thanks.

Q: When are we going to have a correction?

Q: Do you like these companies in this environment and all things being equal which of these would you purchase today for growth?
thank you

Q: SHOP has reacted quite harshly downwards to the Fed's expected reduction in 2025 rate cuts. SHOP has been hit much harder than most others. Can you comment on the Fed action and what impact it might have on SHOP? Can you detail why the FED expectation has spooked SHOP? Does it change the narrative and 5i's view on the company as among the top picks for growth?

Q: Hello 5i
It’s been over a year since the last question on BIRK. How does its recent performance and guidance look?
Thank you
Dave

Q: Thoughts on the US rate cut and markets going forward? Should we be more cautious and take more risk off the table going forward? Thanks!

Q: i will be selling iwo for a tax loss. I wonder whether you might suggest the best replacement for it, ie in terms of a small or medium cap etf? thanks as always for your excellent counsel

Q: Can you please give me your opinion of Amazon's recent quarterly earnings and future outlook for 2025?

Q: Hello,
I have some Telus stocks. Should I buy more, sell or hold?
Thanks!

Q: Happy Holidays 5i Research members,

Quantum Computing Inc. (QUBT) share price is on fire, also quite active. On a market selloff like today, QUBT was up 52.95%. Don’t know why? a risky one to buy?

Thanks,

Q: what with the significant pull back late in the Wednesday stock market, will the US market crash??? Also what is in store for Canadian stock market???.....Keen to hear your take!!!....Much thanks....Tom

Q: Good morning you fabulous people.

The bloodbath is far too late haha.

I'm looking for the top cyber security company at this time based on future growth and current value.

Is the premium for PANW worth it? Or is FTNT the steal here?

If you have another you'd place above these that's a little ahead of itself (PLTR) please give me your pick.

This is a TFSA holding for me. That is US based growth and longterm.

Thank you!

Q: Is rotation into other investments groups required or necessary in anticipated market correction or as long as the individual portfolio is within the required target one may ignore such event ?

Q: I am trying to understand tax filing implications if BAM becomes a US domiciled company. If BAM shares with a cost base over 100K were held in a non registered account and BAM became US domiciled, would this holding then need to be declared in a T1153 form?

Q: Hi folks, thoughts on Healwell, AIDX/t purchasing Orion Health of NZ....and the subsequent financing announced...stock been on quite a run lately....does the deal & financing look good???, thanks jb

Q: Hello Team,
Which of thes two ETFs do you prefer and why. My though is that topt is not diverse enough. Also, what percentage in a portfolio would you be comfortable allocating to each?
Another question! Bkng has been off some lately. Do you consider it to be basing or is it a larger issue in your opinion?
Thank You,
Barry