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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: Q: Hi 5i team,

What would be your current 5 best (highest conviction) US buys “in order” in each of the following categories please.
1. small cap
2. mid cap
3. Large cap
Hold target is 5- 10 years.

Thank you
Read Answer Asked by Nick on September 30, 2024
Q: Could you compare the cumulative returns between BTCC and BTCY for the past 2 years or so. I know a yielding product would typically return less over time with an appreciating underlying asset, but I'm wondering what the comparison is assuming one reinvested dividends?

Also, could you also suggest what bitcoin etf in Canada has the lowest fees or the best one to use for a long term hold?

Thanks very much
Read Answer Asked by Dustin on September 30, 2024
Q: Hello, and thank you for an informative service. In theory, what are your views on adding to a so-called expensive/highly valued stock when your original cost basis is quite low? For example, I keep reading how Dollarama is at a high premium right now. I have a lot of it, and my original cost basis is about $97. Even adding a couple thousand dollars would keep it at something like $97.50. as a general rule or idea, is it worth building on positions like this? Also, I don't know if this would be considered a second question, but if you could rank the five stocks in order to purchase today keeping in mind my original question, that would be much appreciated. Thank you again.
Read Answer Asked by Liliane on September 30, 2024
Q: Where do I have to go to find the forum?

You give so much I hardly ask any questions! Thank you Lorraine
Read Answer Asked by Lorraine on September 30, 2024
Q: On September 24 you answered a questions in which the person asked about a RRSP but in your answer you mentioned RESP so not sure if the answer is for a RRSP or RESP but would IWO or IUSG be better for a RESP. Money is not needed for 10 years.

Thanks
Read Answer Asked on September 30, 2024
Q: I currently hold full positions in NVDA and VRT. I'm considering adding a half position in AVGO, but wondering if that's too much concentration in closely related sectors. Would you hold all of these stocks or look for greater diversity?
Read Answer Asked by Maureen on September 30, 2024
Q: Hi team,
Is the 10% drop in PRL shares a buying opp today? As usual in the market these drops make little sense mathematically speaking the offer of 100 million in shares on a company with over 1 billion market cap should theoretically not drop all the way back to offer price . Same thing happened to HPS a couple days ago. If the deal was good; which no reason to doubt it won’t be if you trust the company , then it seems like a gift to buy shares in the dip on days like today. Or what am I missing here ?

Thanks ,
Shane
Read Answer Asked by Shane on September 30, 2024
Q: Why are the markets so insensitive to what’s going in the world? Near war in the Middle East, genocide in Ukraine, far-right parties everywhere in Europe, vicious comments in the US . Not close enough yet to North American pockets? Publish if you want. Thanks.
Read Answer Asked by Denise on September 30, 2024
Q: Just a comment. Quite some time ago GSY was trading around $90 and issued a huge number of shares significantly under 90. The deal sold out plus the over allotment. The market price dropped of course on high volume. I realized that the firm buying the shares were fully expecting that the value of GSY hence the share price would go well beyond $90.
I apply the same thoughts to PRL
Read Answer Asked by Clarence on September 30, 2024
Q: My favorite holdings LMN and DRX are lagging behind recently. It seems that LMN has a significant insiders selling over the past few months and DRX has a customer concentration risk issue. With the current negative momentum, do you see any red flag for concern or a good opportunity to buy more with new cash ? Thank you for your great service. Bill.
Read Answer Asked by Bill on September 30, 2024
Q: Hello, from your growth portfolio, what would be your current ranking in order of purchase please?
Read Answer Asked by Liliane on September 30, 2024
Q: Hello, can you please provide your top 5 small cap recommendations based in the US? Thanks.
Read Answer Asked by Neeraj on September 30, 2024
Q: Can you recommend a hedged ETF that follows the S&P 500, but not with the Magnificent 7 having a lot of weight, as I feel these are overbought? I really like ZUE but it has too much Magnificent 7. Looking for 10% appreciation first year including both capital appreciation and dividends.
Read Answer Asked by Ron on September 30, 2024
Q: Is there any recent news on this stock? Do you have an opinion on the future here. Is there technology approved/confirmed? Are we at the marketing / contract stage of growth? Have had some nice price appreciation in some other small cap Canadian companies lately. (PNG, ZDC AEP) Do you feel this company is ready?
Again Thanks for your help
Terry
Read Answer Asked by Terry on September 30, 2024
Q: Is 8% weight too high for a material sector? What % would you be comfortable with?

Thanks
Read Answer Asked on September 27, 2024
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