Investment Q&A

Q: Hello 5i
I currently own CSU LMN TOI SHOP VHI (which I consider tech'ish).
Do you see a compelling reason to add any of the other tech holding from the 5i balanced or growth portfolios? Would you avoid the concentration of the CSU family in favour of others?

Q: Can you give your analysis of HBFG and if you see it as a good investment? If you can include whether the valuation is pricey after the big run up and any concerns with it being on the .CN exchange? Thx

Q: Hi, I am parking some cash in an investment account both CAN and US $, I will not need the funds for quite a few years, I am thinking 50% of the amount in each account to PSA and PSU.U. Could you suggest a CAN etf and US etf that I should consider for the other 50% in each.

Q: Hi Team,
I hold the following stocks in my TFSA with the indicating weightings within the TFSA. BN (17.5%), HPS.A (6.4%), LMN (18.6%), META (26.3%), SHOP (13.9%), TTD (16.9%). I am looking for advice for what stock I should add for my 2025 contribution. Could I please have your 3 "best" ideas to add to my TFSA ranked in order. I am looking for something solid with high potential (multi bagger potential) with solid management. Another NVDA would be nice (not asking to much here..lol). Time frame would be 10yrs plus ( I am 45 aiming for the dream of freedom 55).

Thanks,
Shane.

Q: What do you think about this company? They just announced their prepaid card programs and teaming up with Digital Commerce Bank. Is this company kind of similar to GoEasy, maybe even a take-over candidate?

Q: Hi, I have these two stocks in my rrif account. Thinking of selling my two losers DIR and TELUS, and putting it in ZMI.
DIR and TELUS don’t seem to be doing much, while ZMI has US holdings, is steadily increasing in price with a good dividend.
This would be for a 5+ year period.. your thoughts please.

Q: Happy New Year to all of you,
I am heavily weighted in US.. I would appreciate your thoughts for US investments under Trump, for next two years: what do you think will be the top 3 performing sectors? And, what would your top companies be in each sector? Thanks

Q: 5i I have some US stocks in TFSA in US currency. I am going to trim down and keep cash In US account. Also trimming regular stock account in US dollars. would it be advatange to chage to Canadian dollars I bought these @1.38 us seing our dollar is is going down to reinvest in Canadian stocks. Would Norbert be better to use.Thank's 51.
amounts are 36,000. Us
and 20,000. US

Q: I am looking for your top five CA and US stock ideas which capitalize on the AI boon, regardless of market cap. As well, what are your top three US cyber security ideas? Reasons for your picks would be appreciated. THX.

Q: Are news around QNX an important step toward the split announced a while back?

Q: Hello, LIFE has dipped a bit recently, do you think it is because of the new US administration possible policies regarding pharma cos? Thanks

Q: There has been a sudden drop in the price of Brookfield Renewable stock. Any reasons for this? Thanks

Q: I am a retired senior in his mid 70s and looking for monthly dividend income. I am looking for your opinion on this particular ETF to see if it would fit the bill. The etf I am looking for would have to be low to med risk and carry a descent monthly dividend, and have low fees. One of my concerns with this etf is diversification as it appears to only hold 20 stocks. Your opinion on this etf or any other one that would fit the bill would be appreciated. Thank you.

Q: I have a seven year old grandson with a disability that qualifies him for an RDSP. So I am looking for a long term investment strategy. Would you recommend ETFs? If so could you please suggest 3 ETFs. If not, ETFs what would you recommend?

Q: Gentlemen:
Favorite Gas Company in Canada and US
Favorite land holding Co for Canada and US
Overall Favorite Canada and US company for widows and orphans.
Great Service… Thanks -Jim

Q: I cant find any news, or reason for BDT to have dropped almost 25% in the last few months. Am I missing something, or do you still see $26.00 (Dec 18 answer to a question), as a good entry/add point?
thank you

Q: I'm over allocated in Financials at 23%. Recognizing BN represents a diversified holding and Visa could be considered Consumer. What changes would you make if this was your account. Most of the 1% holdings are in my unregistered accounts with BN, Visa, JPM, BAM are split RRSP/TSFA. Long term investments +10 years with a tilt to risk/growth. Retirement in 2035.

BN 11%
BAM 2%
Visa 3.6%
JPM 2%
GSY 1.6%
PRL 1%
TD .8%
BNS .8%

Happy New Year and thanks for all the help in 2024!

Don

Q: Big drop on TIXT, -16%, while it was rising slowly since few months, any news?

Q: Dear Peter:

Is INTC a value play or Value trap?! Is it a turn around candidate or a potential "taken over" candidate?

QCOM offer seems to have faded!

Just for the heck of it I asked the two of the popular AI apps, Chat GPT 3.5 and Perplexity about this. I got some interesting answers! Perplexity was more "informative" and thought it could have a target price of 40$. A double from it's current price level. Chat GPT3.5 on the other hand demurred! Perplexity also thought Private Equity firms like Apollo, or AAPL/Samsung or some Sovereign wealth funds like Mubadala(Abudhabi) may be interested!

As you well know one can get different answers depending on how one poses the questions to these AI chatbots!
Words do matter with AI apps I have found out.

It is struggling to stay above 20$. Where is the floor?!

Any words of wisdom?

Q: Curious if you read Howard Marks latest "Memo" published yesterday https://www.oaktreecapital.com/insights/memo/on-bubble-watch ? He addressed issues of bubble characteristics, market concentration, market valuation and forward expectations relative to current market valuations. What is your impression of his Memo?

Thanks.