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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: When thinking about buying, adding, holding or selling how much weight do analyst’s upgrades or downgrades factor into your decision-making? Are there any top tier analyst firms that you feel are worth paying attention to when they cover a stock you own?
Of course, the information provided by 5i is a given! Thanks for your input, Lesley
Read Answer Asked by Lesley on April 23, 2024
Q: I have most of my US exposure 55,000 in VGG. Also own google and NVDA and google. in CDR. I am wondering if I should sell 1/2 of VGG and buy VFV for exposure to the SP 500 or is there another ETF I should consider Thanks Steve
Read Answer Asked by Stephen on April 23, 2024
Q: I read that ATRL owns a nuclear energy plant. I also read that many climate change groups have now accepted that nuclear energy is the future. Atkins-Realis stock price has gained almost 25% in the past 2 months. What is fueling the stock price change? How much value to you put on its nuclear plant with respect to its recent and potential future gain?
Thank you very much
Read Answer Asked by TOM on April 23, 2024
Q: The 3 BN, BLK and BRK.B are the largest financial holdings in my portfolio. I would like to consolidate 3 holdings into 2 only. Which 2 do you recommend? I have 20+ years horizon and have high risk tolerance. Priority is growth, no need for div for 20+ years.
Read Answer Asked by Anh on April 23, 2024
Q: Hello 5i.
I am currently way overweight in all 6 Canadian banks and I would like to trim to 2 or at most 3. Capital gain is more important than income. How would you rank the banks for a 5 year time horizon? What would you suggest as a total portfolio weight for Canadian banks, not including other financials?
Many thanks for your great service.
Read Answer Asked by David on April 23, 2024
Q: Can you please suggest other ETFs in USD that have similar or better performance to HSAV.
Thanks again
Read Answer Asked by TOM on April 23, 2024
Q: I am a fan of buying companies that perform the boring, tedious and "un-sexy" jobs. Star would seem to qualify and would also seem to have good cash flow, etc. Despite it's very poor momentum, it seems, otherwise, o.k. What are your thoughts regarding this stock for an income investor?
Read Answer Asked by David on April 23, 2024
Q: As a retired income investment, I have enjoyed the steady increase in the value of these funds over the last years as well as a good dividend. In fact they tended to stay steady every time the market dipped. Until lately. Both have seen daily drops unseen before. Has anything changed or is it the general skittish market right now.
Read Answer Asked by Don on April 23, 2024
Q: Is there an ETF that provides equal weight coverage of the TSX similar to what EQL does for the S&P 500?
I would like to increase my ETF holdings providing a broad coverage of the Cdn market vs individual stocks. I already have a heavy weighting in individual financial stocks and most TSX ETFs would simply further skew my overall balance.
Read Answer Asked by Bruce on April 23, 2024
Q: Hello, Would you have 4 top picks in either of these sectors (industrials, consumer staples, consumer discretionary or health care). I am looking for large caps trading on the TSX with good long term potential. Thank you.
Read Answer Asked by Pierre on April 23, 2024
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