Investment Q&A

Q: In a stagflationary scenario. what sectors and specific stocks within those sectors would make the most sense? Thank-you.

Q: Looking for steady growth and a dividend. What order would you add today. Other ideas would also be appreciated.

Q: Hello 5i
Do you think the Strait of Hormuz conflict will push fertilizer prices higher globally and thus aid NTR? If so to what extent?
Thank you
Dave

Q: Here's a pure speculative question. I hold NTR and NNRG. Their short term future prospects are, of course, partially tied to the middle east war.

I know it is tough to compare a single stock to an ETF, but what kind of upside do you see each having over the next year or so? I plan on trimming one or both to fund adding to another asset class at some point.

Thanks.....Steve

Q: I currently have a 3.4% weighting in Nutrien. It has performed well in the last year after being stagnant for some time. NTR is considered a "cyclical", so does this mean that investors should be more active in buying/trimming stocks like these?

Q: Can you provide your top 5 Canadian stocks, top 5 ETFs available on the TSX and top 3 international ETFs (TSX) and top 3 US stocks that are considered HALO investments. ( Heavy assets low obsolescence) less impacted by AI disruption. Thank you

Q: with more recent AI scare can you give 5 contrarian ideas in canada and US that look interesting in terms of valuations that you might not be impacted as severely as the market is pricing in.

Q: 5i provided subscribers with 2 very interesting article recently. One on HALO companies and one of Canadian Companies With Accelerated Topline Growth Rates.

Would you take it one step further for us.

Of the 4 segments of HALO stocks that were highlighted can you pick your top 2 choices from each of the 4 segments and list them from strongest choice down.

Also can you pick the top 5 stocks from the Growth rates list that you think would provide the best growth over the next 5 years from strongest selection down.

With thanks from all of us.


Sheldon

Q: What would be your top 5 suggestions for HALO stocks in both the canadian and US markets

Thank you

Yves

Q: Thoughts on the quarter please?

Thx

Q: Under a scenario where Trump gets his aggressive rate cuts, US unemployment rises as lay-offs continue, U.S. personal debt delinquencies continue to rise and US national debt increases even further, what segments could see a lift? Segments to avoid? Please provide 10 favourite Canadian stocks under that scenario.

Q: Currently hold AEM and WPM, but no NTR. Would it be reasonable to sell WPM to pick up some NTR to diversify a bit? Thank you.

Q: Follow your balanced and income portfolio I am wondering what order would you add today Included RY and DOL also because of their growth over the last year. Please include rationale of the top 4. Thanks as always.

Q: Markets still look somewhat overevaluated and are volatile : what sector(s) could represent an entry point with no excessive risk actually , real estate looking interesting among others ?

Q: I follow your balanced portfolio. What 3 would you add to today. Please give rationale.. I have included H because of dividend and performance
T Stephen

Q: Canada and China have reportedly reached a tariff-related trade understanding, what stocks will you suggest to buy?

Q: Being an 80myear old income dividend invester and needing to take a position having no material sector amounts, I am looking at CHE.UN and NTR. Please suggest an opinion on which to choose or should I just take a position in both? Alternate suggestions would also be considered in the material sector.
Thank you
Stanley

Q: Anything popping NTR Weds.?

Thx

Q: Retired, dividend-income investor with a balanced portfolio (in my opinion anyway). I have a small Materials sector weight of approximately 5%....half of which is in Nutrien and the balance is held within CDZ, ZLB, ZWC and RBF646. The non-NTR materials holdings are heavier in the gold, etc. stocks.

I am interested in, if possible, a one-stop-shop ETF that focuses on materials like gold, silver, copper, rare-earths....those that have, obviously, already had a good run but are believed to have more runway to go. I have looked through both the BMO and iShares ETFs and have not found anything suitable.

Do you have any ideas for a few ETFs that I could further research?

Thanks for your help, much appreciated....Steve

Q: I’m doing a fairly major portfolio clean-up and account optimization exercise.
Specifically, I’m removing dividend-oriented and income-generating stocks from my TFSA and RRSP that are better suited to a non-registered account, and reallocating TFSA/RRSP capital to assets that benefit most from tax sheltering.

At a broad level, I’d appreciate your perspective on:

• Which CAD and USD names are best suited to an RRSP (e.g., U.S. dividend payers, global compounders, cyclicals, etc.)
• Which CAD and USD names are best suited to a TFSA (long-term growth, compounding, low income leakage)

I’m less interested in yield optimization and more focused on long-term after-tax efficiency and proper account placement.

If helpful, feel free to answer at a category level (e.g., “U.S. dividend aristocrats,” “Canadian compounders,” etc.) or with specific examples you think are particularly well-suited.

Thanks — looking forward to your thoughts.