skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: ICLN I have a small position in my TFSA. The share price has more than halved since I bought it in early 2021. Is it time to sell and move on?
Read Answer Asked by Keith on February 01, 2024
Q: I'm down 50% on this one. Any chance of recovery in the next 12-18 months or time to move on as there appears to be better opportunities out there? If so, can you suggest a couple replacements? Many thanks.
Read Answer Asked by Tony on February 01, 2024
Q: Question by Kel Jan 30 made reference to earlier Q&A about your recommendation for top 2 canadian companies per sector for 2024. Could you send me that Q&A as I was unable to find it.
Thanks
Read Answer Asked by sam on February 01, 2024
Q: Is there a 2023 or later update of Cdn owned firms paying dividends in USD? Thanks a lot.
Read Answer Asked by TOM on February 01, 2024
Q: Hi 5i,

Could you recommend a replacement for this mutual fund; ideally something that gives some exposure to outside NAM markets with some income distribution. If this mutual fund is the best alternative, please feel free to let me know. I held this for few several years; and only up 8% total with no income generation.
Read Answer Asked by Dean on February 01, 2024
Q: Hi,

As individual DIY growth investor, what are some of the top things we can we do to maximize up-market capture vs minimizing down-market capture? I have a longer timeframe and am comfortable with volatility in the markets. With the strength in tech, the sector has run to ~26% (SHOP, KXS, CSU, NVEI, CRWD, TOI, NVDA, LMN, INTU), followed by financials 18%, cons disc 15%, industrials 12% and the others all below 6%.

Is it time to trim across the board and re-balance? How do you balance this while allowing strong compounders to continue performing over time? What are the key things to do focus on to beat the market going up while protecting those gains and minimizing downside?

Thank you!
Read Answer Asked by Keith on February 01, 2024
Q: Hi, my respected 5i team
I know it is impossible to predict the future, I would like to get your professional ideas about how the "S&P/TSX Composite Index Banks" will perform in the next 5 years? It seems everyone expecting the interest rate going down and how will this affect the 5 big banks performance down the road?

And how will the general market perform (both US and Canada) in the next 5 years?

Thanks in advance!
Read Answer Asked by Jane on February 01, 2024
Q: Hi 5i, I currently hold JPM in a registered account and I'm looking for more growth in the next 5 to 10 years. Which of the three listed has the best growth profile and is shareholder friendly. I want to stay in the financial sector and if you have a better idea, an idea listed as a CDR, please suggest. Thx.
Read Answer Asked by Christopher on February 01, 2024
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!