Investment Q&A

Q: I use ZAG as fixed income ETF for my RRSP following standard recommendations. am i missing out by only using a Canadian ETF? Is there an ETF in CAD that would include US or global content?

Q: FRU has revenue from U.S. operations. Might this offer protection against tariffs? Are there Canadian companies with most of their revenue from the U.S.?

Q: Good afternoon,

I have around 18k in my FHSA currently all cash, I'm looking for some investment options to allocate that cash to but not sure of the best practice. I'm looking at purchasing my 1st home in 8-12 months. Would it be best to invest the 18k in different ETFs? Should I allocate 1/3, 1/3, 1/3? What would you recommend as diversification as well as some ETF's you think would be appropriate for my current situation.

Thanks!

Q: The noted stocks are all very weak right now. I suppose on fears of recession and/or tariffs and/or specific company performance. Could you please rank these for potential to rebound in 2025? Any particularly attractive or unattractive right now to purchase with a brief rationale? Thanks!

Q: I'm looking at portfolio style ETFs for my RRSP like VGRO. I find these Canadian based ETFs are overweight Canadian equites. My aim is to reduce the number of ETFs that i own in my RRSP. Is there any CAD ETFs that you recommend that cover global equities, including US, that doesn't overweight Canada?

Q: Hello 5i,


What would be your top 3 US Finance picks (best being 1st) in light of Trump's incoming presidency with reasons on your proposed selections. Thanks as always!

j,

Q: NTR You added it to your portfolio

Overlay a CORN PRICE chart over NUTRIEN Chart

When Corn goes up NTR goes up Have a Look RAK

Q: Yesterday, you gave me your top 4 conservative growth. Could you please give me your top 4 non-conservative growth in order please. Thanks Steve

Q: Lumine has been especially weak of late.Thoughts Comments?

Q: Zoomd Technologies (ZOMD) had an important announcement yesterday about adding several major new clients, including the NBA. The stock has climbed 23% in the 2 trading sessions since. Now close to $100 million market cap. Their software seems to have applications to just about any industry involved in digital advertising. Most recent quarterly financial report was very impressive. Wondering what you think of this company's potential.

Q: Greetings in terms of determining whether we are paid to take risk or paying to take risk, should we compare say a 10 yr GOC bond (risk free) to the dividend yield paid by the market or its earnings yield. OR, are there better mechanisms?

Thank you

Q: Hello 5i

Back in 2019 I asked if you could provide a "growthy" USA portfolio.
The above stocks were your recommendations.
Could you provide an updated "growthy" USA portfolio for 2025?
Thank you!
Dave

Q: this stock drops 4% only today ( jan. 14 th)... plus a constant downtrend since the Cie change.Is it time to sell with a10% loss on paper ,or is it still considered as a safe and interesting dividend stock ?

Q: Looks like NFI has a floor around this level. Think this would the time to start a position?

Q: In your reply to Indra you have a compelling buy price for Thomson Reuters of $150. It's at $221 now - you conceivably see a 32% decline before it gets compelling to buy? That's quite a drop.

Q: Hi Peter and the 5i Team,

PBH continues to be a very frustrating stock which we bought for a RRIF and a TFSA. Even though 5i rates it as a “B” and most analysts rate it highly, for those of us who purchased it when it was trading at much loftier levels, what is it going to take for at least a break-even position?

In the case of the RRIF, PBH was purchased for 96.24 per share. It closed on January 9 with a price of $79.26. When dividends are included, our loss is still $3900.

National Bank rates PBH as “sector perform” with a target price of $99.00. On the 5i website, the stock is trading in a range of $75.67 (year low) and $97.10 (year high). Even with all the positive news surrounding PBH (acquisitions, etc.), the stock is retreating to only $3.59 above its year low.

I read recently that beef prices are at an all-time high. The CBC had a story called “Beef prices hit record high at the grocery store — and on the ranch, too”. Is this somehow holding back PBH?

Is PBH a stock worth holding? Are there any tailwinds on the horizon that could lift PBH out of the doldrums?

Thanks as always for helping me to make informed decisions.

Q: Would you consider KLA and/or ASML as "core" IT/AI holdings for 3-5 years, apart from current M 7 holdings. Among IT/AI opportunities available, how would you rank one or both, given current valuations, and taking into account vulnerabilities [China]. Or, would you suggest 3 others instead.
Thanks

Q: What are your thoughts on this company?Do you consider it a buy given it's dramatic drop in price over the past year or do you think there is more downside to come?

Q: Outlook for this name?

Q: Share price of LLY is down again this morning (January 14) after the company reported results below analysts’ expectations. For the longer term the company’s forward guidance (just-issued) is slightly above expectations. What do you have as PEG please? Given the firm's latest results and fwd guidance, what would you say is a reasonable price range to buy at :
(1) for a longer-term hold ; and
(2) what would be reasonable price range for a parent aged 75 whose portfolios is tilted towards high growth companies— or would you avoid LLY in the latter case? :ao:sab