Investment Q&A

Q: Good Morning Peter, Ryan, and Team.
I would like your opinion of TMO at today's price ??
Thank you for your expert analysis. DL

Q: Could you please provide a more detailed rationale for your latest addition to the Balanced Portfolio. GFL.

How is the current valuation and debt, compared to its competitors ?

Could you also explain the recent secondary offering by some of its institutional share holders and the shares buyback by the Co.

Although, stock dropped on Friday, alongside the market, but do you consider the Co to be a decent hedge during uncertain tariff times ?

What will 5i rating for the Co, if you were to provide one ?

Thank You

Q: Could you please provide your top 5 Canadian ETFS and top 3 dividend Canadian ETFs.  Rank the ETFs as well

Q: Following up to Bens question on market multiples - does 5i have a website recommendation to reference current and archived multiples for respective NA Market index s ?

Q: Please suggest some US utilities, either individual companies or ETF that make sense these days. Thanks

Q: North West has bucked the market trend rising 13% in the last two weeks on good volume. Is it that increased spending in the Northern stores is expected due to settlements or is there some other factor at play? They report Q4 April 9.

Q: Hello your thoughts on DOW please

Q: If you own (cost basis) over $100,000 (I believe) of foreign stock, you need to fill out a T1135 form. My question is, if you owned EFTs for foreign companies, and purchased those EFTs on a Canadian market, will those EFTs need to be included on the T1135?

I know this is a tax question, but I hope it has an easy answer. Thanks.

Q: Which would you prefer HPS.A or GFL from a growth perspective?

Thanks for your service?

Q: A large portion of my portfolio is VOO, QQQM and SCHD. Would you recommend buying QQQ, VOO or SCHD when they are currently available for less from their highs?

Q: Hi,

Assuming that this trade war comes to a quick end…… what would be the best picks at this time ?

Any thoughts on Apple or nvdea

Q: Hi,

I'm a conservative, almost 60yr old inverter who, last Friday, panicked and shifted about half of my portfolio into ETF bonds as a safer haven for now due to Trump's global tariff mayhem. Now, of course, I'm considering the unthinkable - Canadian inverse bear ETF's to try to get some money back from the crash. I may never have the nerve to do such a thing since I realize there is a high-risk gamble, no dividend and high fees involved. Is there anything else I should be aware of before I dip my toe into such extreme ETF's ?? Is it better to stay in CAD or shift to USD ?

Thanks - Nick

Q: Would you agree that these unusual times, as 5i describes it, represents an unprecedented period where investors cannot decouple politics and economics?
Thanks in advance for your help during this turbulence.

Q: Dear 5i team.

Would appreciate your updated views on PKI with the recent news that Simpson is taking steps to field 9 new board members.
What is your educated guess on how this plays out?
I see the chart indicating a bounce opportunity as it's trading back to levels currently that look like triple bottom to my non educated eye.

Appreciate your assesment.

Q: Hi, I would appreciate if you could suggest a best ETF to invest in China. Also, if you can suggest an ETF for Emerging Markets with less focus on China.

Q: Hi, I would appreciate if you can suggest an ETF for investment in Japan. Both Hedged & Unhedged options.

Q: I have the above stocks all at significant $$ losses in my trading account. I don't need to sell any, but am wondering if I should sell and switch to other similar stocks to lock in capital losses. Do you have an opinion on which you'd sell tomorrow - and a proxy for an equivalent or better replacement. And which ones you would keep due to their unique positioning in the current market? I don't really want to sell and wait 30 days to rebuy the same stock.

Q: How does RETURN OF CAPITAL affect ones annual Canadian tax return and does one have to keep track of them over longer periods of time? Thanks

Q: Hi all,
This question is multi questions please deduct as many credits as you feel.
I’m struggling with the best strategy to start purchasing stocks into this correction. We have 15% cash to deploy. We own a lot of stocks across the 3 5i portfolio’s plus most of the Mag 7 and other outliers. Our portfolio has basically fallen inline with the major indexes of drops 5% each day on Thursday and Friday.

Option #1 start purchasing individual stocks hit hard across across sectors. But if say we buy SHOP and it drops another 20% do we buy more or pick another stock. With only having limited funds might be hard to prioritize and systematically deploy over a period of time.

Option #2 systematically purchase a group of index funds over the coming weeks to months depending on how everything unfold, This will capture many of our holdings.

If option #2 thinking XIC, XIT, SPY,QQQ and BRK or if you could please suggest a different mix?

Thanks so much and good luck everyone. This will pass!
Kerri

Q: Hello 5i,
Welcome to carnage-Day 3 with a roller coaster as a side-show.

Denise had a good point on self-directed accounts. How much effect do Robo advisors have on buying and selling via variables in their programs? I am curious if anyone can provide insight into the theoretical programming that is used to buy and sell.

Before subscribing to 5i, our self-directed methodology was simple. We used the KISS method. I give my wife a kiss and an apology when I mess up!
Now that we have 5i helping us, she gets less kisses (she reminds me of that), but has more money to spend (happy wife)!

Thank you 5i for your knowledge and support to keep it real when chaos is in control.

D&J