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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 have an observation, as well as a question. I have held this company for a long time and am at a $31 cost base. Several times, I have taken profits to maintain a 4% weighting. I am at a loss as to why it was targeted more than once by short sellers over the years, and generally added on those dips. Now I am online and I see that despite the great quarter and upgrades by most analysts, Morningstar has a 1-star sell rating on it as of 8/13/25. It has been negative this stock constantly, which seems contrary to performance. I looked at new estimates and am wondering if you go along with the low $80 ish ranges or do you expect a bit of profit taking to kick in here? Thanks for your help over many years.
Read Answer Asked by James on August 14, 2025
Q: Everyone, were do you see interest rates by the end of the year? Clayton
Read Answer Asked by Clayton on August 14, 2025
Q: Can you share thoughts on US listed CSNR commodity miners ETF? Considering it for commodity exposure.
Read Answer Asked by Chris on August 14, 2025
Q: Hi again - since my questions re: IBM back on July 24th and Aug 5th I have seen continued deterioration. I know you felt that the 10% drop post earnings was possibly a bit overdone, so I am wondering what your thoughts are now. OBV has plunged, along with the price, PPO and RSI. Since earnings it appears to be down 15%, and is now technically oversold. Would you wait it out for a recovery of sorts, of just give up and move on? As my holding is in a TFSA I wouldn't benefit with a tax loss.
Thanks!
Read Answer Asked by Dawn on August 14, 2025
Q: I know in the past you have liked CAR.un. But were you disappointed yet again in their earnings report last week? The stock seems dead in the water and the yield is nothing special (for a reit), Do you expect any meaningful increases in the dividend going forward? So why should I hold on to it?
Read Answer Asked by arnold on August 14, 2025
Q: Retired, dividend-income investor. I have long term holdings in both ZLB and ZUT. Both are in registered accounts...no tax issues.

For asset allocation reasons, I am considering trimming ZUT and adding the proceeds to ZLB. When I use your charts and compare these two, ZLB appears to be the better performer over most timeframes.

Normally I would simply proceed, but this is a minor asset allocation tweaking. Also, I think that the BOC may be reducing interest rates this fall, which should have a positive impact on ZUT. Do you agree with this assumption?

Would you proceed or wait....I know this is a bit of a "market-timing" question?

Thanks for your help....Steve
Read Answer Asked by Stephen on August 14, 2025
Q: I have been reviewing my health care holdings and I am disappointed in the whole sector. Their percentage of my holdings has dropped, and if I rebalance I should be adding another 50% to these holdings. I am unhappy with IHI and UNH, even ISRG is in the doldrums. Your thoughts on adding to the health care sector and these companies/ETFs at this time. Are there other companies much better suited that I am missing. I am tempted to remove the whole sector from my portfolio, as I am comfortable with risk.
Read Answer Asked by Gordon on August 14, 2025
Q: BMO is now introducing Spyder ETFs for each major US market sector. They have the unhedged and hedged. Which of these sector ETFS do you like and would you do unhedged or hedged? I know there is ZQN and ZQQ which you have recommended, so I'm wondering what the difference would be in those versus ZXLK. Thank you!
Read Answer Asked by Neil on August 14, 2025
Q: Please provide your top 5 US mid cap growth considerations. Assuming 10-15 year hold. Thanks as always!
Read Answer Asked by Chris on August 13, 2025
Q: Hello 5i Team,

For a long-term hold, focusing on total return, ignoring sector diversity, and considering a medium-to-high level of risk, could you please provide your 12 highest conviction small/mid-cap U.S. stocks at this time, ranked in order.

Thanks in advance for your always helpful advice!
Read Answer Asked by Keith on August 13, 2025
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