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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 am looking to consolidate my growth portfolio. What are your suggestions on replacing these stocks

CHKP,KO, MCD, MDT,HSIC,UPS,NFLX
with
CRWD/PANW,TSM,ISRG,NVDA,LLY,UNH,COST

Read Answer Asked by Andrews on December 15, 2025
Q: Greetings 5i, I would like to revisit the investment thesis for Ilumina, sold it for a tax loss but the stock spiked up on earnings and has continued to rise. Please provide an analysis of its future prospects and your opinion as to whether or not this is a buy now. Or, is there a better option in this field? I already have a good sized position in Intuitive Surgical. Thank you.
Read Answer Asked by Barbara on December 15, 2025
Q: What would be your best pick for a Large cap mining Co and a ETF ( USD and CAD), for exposure to Silver, or preferably, Both Silver and Gold ? Is there an ETF for royalty companies?

Thank You
Read Answer Asked by rajeev on December 15, 2025
Q: Hi Peter and team,

Our Healthcare sector is under-represented according to Portfolio Analytics. We do own VHI and are down, but most of what I read indicates a compelling case for VHI. As an example, National Bank Direct Brokerage rates it as outperform. Its current position is 0.76% of our Total Portfolio Equity Weight, and our only other sector holding (other than some diversified ETFs) is SIA with a Total Portfolio Equity Weight of 3.34%.

Would you be a buyer at current levels?

As always, thanks for your insight.
Read Answer Asked by Jerry on December 15, 2025
Q: This equity appeared recently in my RRIF account…..I did not receive any information about a spin off from any of my holdings but maybe I wasn’t paying attention. I presume that’s where it came from. A Danish company I believe, listed on the NYSE. Can you enlighten me please.
Thanks for your service.
Len
Read Answer Asked by Leonard on December 15, 2025
Q: Hi 5i,


Trump is expected to issue an executive order as soon as Monday that would allow for reclassification of marijuana. If this happens what are your favorite CAD ways to play it. Looking for a way to par-take ;).

Thx
Read Answer Asked by Christopher on December 15, 2025
Q: Can you recommend a few US-listed ETFs for a US citizen living in Canada with a Canadian investment account (to avoid problems caused by US PFIC rules)?
Mainly looking for ETFs to track the main indexes.
Thanks.
Read Answer Asked by Martin on December 15, 2025
Q: High level and subjective question about CSU. They historically bought mature slow growth SASS businesses with very little organic growth. Now the market perceives a risk that AI will disrupt their businesses. CSU will need to innovate rapidly to meet this challenge, BUT, CSU does not have a culture of innovation. Do you think CSU can rapidly become innovative at scale when that is so far from their core competency? Do they have the DNA to innovate AI into their businesses?

Thanks.
Read Answer Asked by Joel on December 15, 2025
Q: As TD has just added some commission free ETFs, I'm thinking of using TPU to add to my US holdings. I've previously used ZSP. Despite ZSP's being the 500 with TPU's being the index, they seem to have performed pretty much in tandem. Am I missing something in thinking it's fine to hold both as long as my total US holdings are in line with my desired percentage? I have no individual US stocks.
Read Answer Asked by M.S. on December 15, 2025
Q: I am trying to reduce the number of stocks in my portfolio. I hold both these but in small quantities. No tax consequences. Any reason to keep or add to either ? Thoughts on one stock to consider for replacing them, please ?
Read Answer Asked by Alexandra on December 15, 2025
Q: At what price would you initiate a position in these stocks or would you avoid any or all of these?
Thank you
Read Answer Asked by John on December 15, 2025
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