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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: I would like to create a portfolio (10 years and more) for a non-profit organization. The return objective is 5% or more. The amount to be invested is $40,000. Is it possible to achieve this objective with ETFs? Which ETFs should I buy for this account?
Or should I pick a few names from your Balance Equity portfolio?
THANKS
Read Answer Asked by Serge on February 23, 2025
Q: Do you have data on their current sector allocations? I have tried text searching and reviewing the Q&As for the past many months but cannot find anything. I also have positions in BEP, BIP and BIPC but I believe they are more narrowly focused on their sectors from what I read.
Read Answer Asked by William Ross on February 23, 2025
Q: Was hoping to get an update on your conviction for Equinix. The company said its backlog of cabinets sold but not yet installed, doubled in 2024 compared to the prior year. They also said roughly 87% of projects under construction have been leased or pre-leased. I see they have quite a few xScale data centers coming online this year. And the company said that cabinets billed should climb in 2025. That all sounds promising! But there is a LOT of competition out there, the big spending is impacting profitability, and I think they are still working with the SEC and DOJ to resolve the short seller allegations from last year. Would you continue to hold? Are there some better alternatives in the space? Thank you.
Read Answer Asked by Kim on February 21, 2025
Q: Hi 5i Team,

May I please have your comments on this company given the negative news relating to it that occurred a few months ago. Would it be a hold, buy or sell now? If it is a "sell", please recommend a company or companies to take its place.

Cheers,
H
Read Answer Asked by Harry on February 21, 2025
Q: I am looking for a ETF that favors value stocks in US and Canadian funds
Read Answer Asked by Roy on February 21, 2025
Q: Could I please have your top 5 choices for Cdn ETFs - good yield - low risk. Thanks
Read Answer Asked by gary on February 21, 2025
Q: I received WGX shares in exchange for my KRR shares, when KRR got taken over. The WGX shares have not done very well, but I have been hanging on to them for now, thinking that this poor performance may just be due to the reshuffling of shareholders that often takes place whenever a company is bought, but I'm starting to have doubts.

It is hard to do research on WGX because there doesn't seem to be much information out there, other than the WGX website.

Do you have a feel for how substantial this company is, i.e. how good is the management team, how good are its resources and its plant and facilities, how sound are its finances, etc.?

Do you think it would be wiser to hold on to WGX for now, or to sell, and wait to see how everything works out?
Read Answer Asked by Jack on February 21, 2025
Q: Hi - what do you make of US comments about the lack of taxes that cruise companies pay due to their ship registration? Industry stocks have reacted badly but wondering if this is an overreaction and what your prospects are for the US to actually act on this "subtle" threat? Bottom line for those who might be long the sector...sell on this news...or hold...or buy?
Read Answer Asked by Doug on February 21, 2025
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