Investment Q&A

Q: Hi 5i!
Piggy backing off one of my last questions on building a solid portfolio from scratch through diversification et al(THANK YOU!). Knowing you can’t get personal; looking for some mid to long term hold recommendations (either US or CA) in the following sectors with growth upside in mind as I have significant cash (250K+) sitting in my RRSP doing nothing. I am currently quite top heavy in Tech – and own the above in registered and non-registered accounts.

If you have several recos for a sector, can you please rank in order of preference. Additionally, if there is a sector that can be put to the side with the idea of prioritizing others, I would be keen to know. Also open to add ETF's to represent a sector. As always, thanks a million. I love your service.

• Consumer Staples
• Healthcare
• Industrials
• Communications
• Energy
• Real Estate
• Utilities
• Materials

Q: Last week NTR announced usage of AI ,but market response is soft so far.Please comment and also on the recent quite sharp drop.What is a good price to start a position? Txs for U usual great advices & services

Q: If it were your money, what would be your number one choice for parking a large sum of money ($200,000+) for a 3-8 month period to 1) maximize return, 2) minimize risk and 3) maximize liquidity. Can you please give me just one top choice for CND dollars as well as USD.

There seems to be a few options from reading previous questions but I am getting decision paralysis trying to compare them all, Your commens are most appreciated.

Scott

Q: Good Monday Morning,

Just read Gordon Papes article in the Globe regarding oil demand.

What is your general take on the article?

I do not hold any producer stocks but lots of infrastructure equities - for income - ENB, PPL, KEY,, etc.

Should I be concerned and making changes?

Thanks very much.

Q: Hi. Could you please provide me with Visa's 1,3 and 5 year estimates for eps and revenue growth? Given its present price, would you be a buyer of it for a long-term hold? If not, what would you consider a 'good' price for purchase?

Q: Good morning,

If one wanted to have a 1-2% portfolio weight in US private equity, what one PE firm would you recommend? KKR? BX?

Thanks very much.

Q: Hello 5i,

We have a small position of ACLS to sell and add to VRT or SMCI, or open a new position of DRX.

Which stock has your highest conviction today?

Thank you
D&J

Q: Hello,

For 5 yr+ hold would you consider HPS total return would exceed MG total return?

Thank you

Q: A comment on Scotialine's handling of NVDA split. I have both Scotia and BMO Investorline accounts and Investorline handled it flawlessly, Scotia did not. Also I recently opened RIFF accounts in each discount broker. Investorline RRIF is active(for 2 weeks now) and the process was smooth. I am still waiting for Scotia's to come online. I'm seriously considering scrapping my Scotia accounts and moving them to another discount broker but don't want everything at Investorline for security reasons. May try Questrade or Simplewealth, not sure yet.

Q: Hello 5i team, HPS.A is currently down 32% since I bought in. What are your outlooks on HPS in the future? I was planning on a long-term hold.

Q: My question is about CreditRiskMonitor (CMRZ) they are solvent from what I can gather but their main competitor Dun & Bradstreet Holdings (DNB) is not, what can you tell me about CMRZ besides it is tightly/majority held by the Flum family?

Q: Good evening,

I was looking to switch brokerages (from TD because of their $10 per trade fee) to a lower fee trading account. I would like a brokerage that offers low fees for trading stocks and options in Canada and the US, will allow me to keep both a US and CAN currency account, and has little or no maintenance fees (or has those fees waived for 5 digit balances or higher). I've looked into a couple of brokerages my favorite being TastyTrades however they aren't available in Canada, Wealthsimple however they charge a fee monthly to maintain a US account, CIBC however they seem to be equivalent to TD except slightly lower fees, Questtrade the price for stocks is good but for options is the equivalent to TD.

Any brokerage recommendations that fit most/all of my requirements?

Thanks,
Aidan

Q: This company is decreasing in price. Is there a good price to acquire for future growth? I know some buyers paid over $5 US. Why is it dropping, especially with lithium so important to EV Industry.

Thank you

Steve

Q: Just curious. Would you know why GSY's SP popped by over $6 today? Albeit the trade volume is just 50K not particularly large.

Thanks.

Q: Could you please explain what would/should have changed with the split, if you held NVDA CDRs rather than the regular shares.
Thank you.

Q: What do you think of airbnb and uber? i use both companies a lot and like them.

Can you give me your thoughts on each in terms of: valuation, growth prospects, how they stack up to peers, and how good the ROE is?

Would you say one is better than the other? I assume they are both pretty GDP sensitive w/how much travel and leisure spending impacts them

Q: Following up on my recent question on AI energy consumption issue. Could this be an issue for the development of the AI sector at some point in the future?
Thank you

Q: Would ONEX be considered a sort-of private equity type investment that long term could be used as portfolio diversifier? Thanks Ron

Q: Would appreciate your opinion as to why these stocks have dropped off so much?

Q: Hi, Do you consider National Bank to be a good Canadian Bank to own, based on their flawless execution for a long period of time ? If so, after the recent sell off, what is a more prudent approach - To buy the * stock' now OR "Subscription receipts" to be listed, next week, which are likely to trade at a discount (what discount is reasonable ? ). considering cost to hold for 18 months period and a small probability of deal not going through ?

Would appreciate to elaborate pros and cons, Please !!

Thank You