Investment Q&A

Q: Hi please list your highest conviction small cap companies “in order” for the long term? US companies only please
5 companies if possible

Thanks

Q: So in regards to Leon’s question on 5% excise tax on funds leaving the US ; this would apply if I sold my house in Florida and transferred the funds back to Canada ? Holly cow !

Q: Hi there,

I own this (not a lot in a diversified portfolio but enough for this situation to be annoying lol.

it’s suffering right now and keeps dropping owing to the varies worries of US debt, latest tax cut bill and concern of countries unloading their US debt holdings.

Should one just get out? Or should one sell some and add another short term US Bond ETF?

Always thought Bonds were safe but not right now!

Ok thanks.

Q: I submit this question again since it did not seem to go through, sorry if is doubled .I intend to invest cash very progressively in 2025 ,since I consider as ''not totally impossible'' that (among other world factors ), the economic situation in Japan could lead to a sell-off of their US bonds , and have an impact on word economy and eventually on interest rates. On Yahoo finance website : YTD daily total return indicates : 0,97% for CASH,1,08% for PSA,and 0,77% for HSAV ! Does this means that lower NAVs counterbalance the yields after one year ? (but NAV looked relatively stable..).Once I can finally understand those numbers, I wish to choose the most efficient ETF in a non registered account if you could suggest one of the 3 ,considering all factors , as capital gain fiscal advantage of HSAV, VS total Yields and NAVs tendencies. Many thanks for your always very useful clarifications

Q: Good day. XML is the Canadian hedged EFAV. It holds nothing but EFAV. But EFAV is up 17% ytd while XML is only up 9.7%. Could you explain why there is such a gap? Surely hedging can't cost that much.

Q: Hello,

I am missing an insurer in my portfolio. IFC looks to the be obvious choice in Canada. Before buying, I thought I'd ask if there are any smaller and potentially cheaper options that would be of similar or better qauality/future prospects. Would something like TSU or DFY be considered comparable?

Q: Hello, What are your thoughts on Crox? Is it mispriced? What are your thoughts on management and how do they invest their free cash flow? Has a recent deal affected this company?Thanks.

Regards,

Shyam

Q: CSU or BAM? 5 year hold.

Q: BTQ Does the 5i crew have any insights or opinions regarding this Vancouver based Quantum concern?
Thank you.
Cheers

Q: Which one of these two would you expect to perform better by May,2028?Thanks.

Q: What are your thoughts about these etfs .

Q: I have a question prompted by recent headlines (sorry, a rather unsophisticated view of investing).....there appears to be ongoing negotiations between the USA and Iran, with a suggested that some sort of agreement can be reached on nuclear stuff, with the result that Iranian oil will no longer be sanctioned. Some commentators talk about the oil market being flooded with the world price of oil dropping significantly. Do you see that drop in price as very likely? Wouldn't that bring the stock price of Cdn oil producers way down? Is it time to dump shares in oil stocks (I am under water now and this would only get worse). Many thanks for your excellent service.

Q: Globe and Mail had a list of "Nine Energy Stocks Poised for Future Growth" On Number cruncher, I did my own personal screen and liked these 3 Civitas(CIVI), Mach Natural Resources (MNR) and Murphy Oil (MUR). What are the metrics you like about these companies and what are the metrics you don't. 5 years earning growth, P/S sales, dividend yield, debt, book value , insider ownership and management. Thank you.

Q: What is your take on First Quarter 2025 Results.

https://ca.finance.yahoo.com/news/northwest-healthcare-properties-real-estate-203000340.html

What do you think about taking a starter position with this reit.

Thank you

Q: Are you aware of the following. I assume it may impact ownership of American stocks

Section 112105 of the bill introduces a 5% excise tax on remittance transfers of U.S. currency to foreign countries.
• This tax would apply to various forms of money transfers from the U.S. to other nations, potentially affecting individuals sending funds to family members abroad, including Canadian residents.
• The bill is currently under consideration and has not yet become law.

For Canadians with U.S. assets or those who receive income from the U.S., this proposed tax could have implications if enacted. It’s advisable to monitor the progress of this legislation and consult with a cross-border tax advisor to understand potential impacts on your financial situation.

Q: NVTS on Yahoo finance, not present in your database.
Pls provide assessment of the deal with Nvidia

Q: Investment Philosophy: When to Sell Winning Stocks

I’m happy with my portfolio’s success, Stocks like PLTR (+400%), CSU (+270%), and ORCL (+140%) and others have skyrocketed over few years, but I’m facing a tough question: when should I sell? I understand risk tolerance, age, and retirement status are key factors, but how do I know when to take profits on stocks that could climb higher?
Thank you 5i, you are the best!

Q: If ATD were to complete a purchase of Seven & I at a decent price, I believe 5i's assumption is that we would see a pop in share price. If ATD were to walk away from a deal, would the share price also increase (due to less dilution, debt, etc)?

In other words, is this a situation where the primary risk for ATD is overpaying for Seven & I?

Q: Hello 5i Team.

One of the most important reasons that I am a subscriber is not only to ask questions about my own portfolio and stocks on my watch list but also to learn from you folks PLUS fellow subscribers and their questions!

Today (20th May) Peter asked a question about Bond ETFs VS Actively managed Bond funds. Having read so many Q&A s about bond ETFs by you, I thought Bond ETFs like VAB,VSB etc would have been your top picks! I didn't realize that actively managed Bond funds beat the ETFs. A new lesson for me!

Given that is your answer, can you suggest your top picks in actively managed Bond funds, for Canada, for the US and perhaps for the international exposure. Of course lower fees would be preferable!

Thanks for your answer in advance.

Q: Investors may hold gold in various forms in their portfolios including gold miners, companies which buy gold companies profits, physical gold , EFTs investing in gold miners , EFTs investing in basic metal miners including gold companies and likely some other gold-related investment . instruments.
Which , in your view is the best way to invest/hold a gold related instruments in someone portfolio ?
Thank you,
Miroslaw