Investment Q&A

Q: Can you give me the two best ETF’s in the US that you would invest in that hold the best Ai stocks. Two ETF’s to hold for three years. Much too hard to pick the individual winners. It would be my first time buying ETF’s.

Q: Five plus year holder here of Alimentation Couch Tard stock, but can't help but notice the share price has flat lined for a few years now. Revenues haven't grown consistently and ROE & ROIC have been deteriorating YOY for a while now, and enough to make me question this holding going forward. Mgmt must be concerned of their decline, hence the 7-11 acquisition push. Thinking of selling out entirely and moving the position to DSG. Two very different companies, but what are your thoughts?

Q: ATD shares had been doing well until some months ago when they announced an intention to acquire 7/11, and the stock price began to fall. However the owners of 7/11 said they were opposed and appeared to take steps to resist. There has not been any news about ATD's efforts in a couple of months (at least that I have heard) and I would conclude that this is no longer in the cards. But the share price continues to decline.

1. Are you aware of news indicating ongoing efforts by ATD to pursue that purchase?
2. Do you have any insight why the share price continues to decline?
3. Would they be (much) affected by tariffs, if that should ever happen?
4. What is your outlook for ATD going forward?

Many thanks for your excellent service

Q: Hi 5i
Thanks for all your great work, as always.
What would be your recommendation for a covered call international etf . I am looking for income and diversifying to outside of North America. I would appreciate a couple in CAD and a couple in USD if possible.
Thanks!
Murray

Q: I know you like pipes, including ppl. My question is why has ppl underperformed since the highs above $60 in Oct, Nov of 2024.
I am ready to buy ppl, but am looking at the entry point. It is still retrenching, so wondering if there is any reason. Is there reason to believe it has based, in which case I would enter, and hold for quite some time, for div and capital appreciation. Thanks

Q: Hello 5i Team,
Currently building out a small portfolio for my son, with a VERY long time horizon (30 years +). Looking to add U.S. exposure, but instead of picking individual names, I thought I would do this through an ETF or two. Was considering putting 50% of the US exposure into SPY, and the other half into VGG. An alternative to SPY would be ZSP, which I can buy in Cdn. dollars in Toronto. Your thoughts on this strategy and the allocations?
Thanks very much!

Q: I understand that the business to business e-commerce market is significantly larger than the retail e-commerce market. Which 3 stocks would benefit the most during the next 3-5 years from the continued growth of the B2B e-commerce market? Thanks.

Q: Another Covid type in China, Bird Flue in Chickens ,Cattle, Humans ,Measles spreading Egg Prices Tariff's Inflationary No More Fed cuts this year

Anything else. A correction is here. Wait for a buying opportunity

RAK

Q: Josh Brown says Palantir is now trapped in a ‘no-man’s land’ after stock momentum breaks.

Time to sell it?

Thank you?

Q: Is there some place in the Web where I can see all the individual transactions for a stock for the day?

TMxmoney will give me the last 50 or so, but not the history for the whole day.

Thanks
Mark

Q: Good morning 5i staff
A couple of months ago I sold pbh for a tax loss and bought a Td for a replacement. Since that time atd has gone down close to15%. I am now thinking about selling it for tax loss. Even if I buy pbh or some other stock for thirty days, I would rather own atd. Do you see any catalyst in the near future that would cause atd to rise quickly.?
Thanks as always for the great service

Q: A two part question having to do with the sharp drop in TFII but more about the reliability of 5i data and institutional trading.

Firstly 5i shows institutional holdings at 1.02% while several other site show it at over 70%, that's quite a discrepancy.

Secondly when one sees heavy volume trading it is assumed that it is the institutions moving the stock. With a sharp drop it is assumed that they are selling. My question would be who are they selling to?

Q: Please rank the above companies for total return over the next three years. For the top two companies, please advise why you prefers them.

Q: These are the only 2 loosers in my US stocks (-10%), are they still a good choice actually, or should I replace them ,if so,any suggestions for us dividend stocks ?

Q: is this an opportunity to add on weakness or is it a HOLD?

Q: I own FRU in a TFSA and although I appreciate the high dividend associated with this stock, I now understand that the dividend is not covered by either its Earnings or Cashflows.

Q1. With the NAV of the stock significantly down over the past few years and the dividend not being covered by either the Earnings or Cashflows, should I be worried about the relative safety of the dividend?

Q2. What are your thoughts on continuing to hold FRU in a TFSA and should a holder of FRU just cut their loss and replace FRU with some other stock?

Q3. What is your best idea as a FRU replacement should I need to sell FRU and replace it with another stock or ETF in the sector?

Thank you and I'll await your response.

Francesco

Q: In an earlier answer you said LULU won't be exempt from tariffs. Does LULU have any production capacity it the US? What amount of their revenues come from the US ( which could presumably be hit by tariffs? Is the tariff threat appropriately baked into current share prices. In short, is this the time to hold, reduce, or run?

Q: On BNN recently this stock was recommended. I liked his justification.
I read some of your responses to questions from last year. I understand management had an issue and paid a fine and CEO replaced.
A statement I read was that currently their payout ratio is well above 100%.
I get the feeling you are not enamoured by this company.
Can you please confirm I) payout ratio and ii )your feeling is maybe hold off until fundamentals improve.
Thanks

Q: In the last while, 5I answers in this forum have indicated that WSP is at risk from the potential of tariffs; the background for this appears to be that the company is considered an industrial, a sector that is exposed. But doesn't WSP provide services, which seemingly would not be the subject of tariffs? And isn't a large of their work in USA or abroad? Can you please detail your analysis of this? Many thanks for your excellent service.

Q: I am looking for the best income payers. Have some in financial and pipelines sectors but need some in other sectors. Please recommend 6 stocks in the other sectors that are best of breed and pay good dividends.

Donna