Investment Q&A

Q: Hi 5i, and would welcome your review of the recent Quarterly results from Sprout Social, and whether you would consider it as a buy/ hold/ or sell. Do you see any red flags or concerns and the merits as a long-term hold and any competitive advantage that they may hold in the space they operate in? Thanks kindly.

Q: Hi 5i,
I am usually not one to panic when it comes to investing but the steep and sharp decline of the stock market this morning (Thank you Trump) has me very concerned. Is this a time to sell stocks with any gains left or just sit tight and ride it out.

Q: I hold the following High dividend players: CALL, DGS, GLCC, HDIV, HMAX, HPYT, QQCC and QQQY. Can you please rate these as safest and best for growth. I am down on HMAX, HPYT and QQQY. I hold so many as I am leery to place all dollars on one player. Or are there some I should sell.

Q: Hi Peter and 5i Team,

I’m wondering why, for all periods (3 month, 6 month, 1 year, YTD, 3 years, and 5 years) MNT beats both CGL and CGL.C even though the M.E.R. Of MNT is slightly higher than the other two. Is MNT a good way to get some gold exposure in these turbulent times? Thanks as always for your insight.

Q: As we begin to trim tech and add more defence, does the "Beating the TSX" strategy deserve some consideration ?
Do income guys really invest in BCE and lose 30% value in exchange for a 12% dividend ? ... that makes no sense.
TD , BNS but still no RY ( why ) ?
Given this year's BTTSX list , where would you put your income investment dollar ? Go Jets

Enbridge (ENB)
BCE (BCE)
TC Energy Corp (TRP)
Canadian Natural Resources (CNQ)
Bank of Nova Scotia (BNS)
Telus (T)
Pembina Pipeline (PPL)
Emera (EMA)
TD Bank (TD)
Power Corp (POW)

Q: How would you rate these today for a buy?

Q: Good Morning, to the best of your knowledge do any of the Brookfield companies require a T11135 to be filled out?

Q: Hello 5I.
I have a loss on BCE of about 30%.
Now I bought for the steady 7% div at the time and now am down a lot. Is there a stock with. Good future to switch too or just ride it out as it could recover in time and could be close to the bottom? Thanks.

Q: What do you think of the recent quarter? The stock has under performed gold lately and I'm thinking to add more. Their cash margins look great and I'm bullish on gold. I already hold a full position in AEM but am looking for growth and I like the safety over miners with the royalty and streaming model.

Q: This seems like a pretty safe place to generate some dividend income, would appreciate your opinion.

Q: DYNF— iShares U.S. Equity Factor Rotation Active ETF (not in your data base). Does this ETF look promising to you going forward ? Based on information in the fund sheet , this ETF is a diversified and tactical exposure to style factors via a factor rotation model. ETF.com says “... The [ETF] model allows securities to be included in multiple equity style factors rather than being solely assigned to a single style factor”.

DYNF has performed very well over the years. It has a 5-star rating from Morningstar based on past performance; Morningstar rates it ‘bronze’ looking forward. I don’t expect the ETF to deliver returns similar to what returns of the past ten years. Nevertheless, in your opinion is this ETF a worthy addition to a portfolio? Unfortunately, my ‘portfolios are overly aggressive and lack dividends, so this ETF is may not be the best. I assume however that since the manager uses several different factors, DYNF may well continue to surpass the S&P 500. Is the above a logical or wrong-headed assumption? If you have better suggestions please advise (US or Europe only) :sab:

Q: Is there any daylight between XAW and VXC? Any difference in hedging? I see the fees are similar and XAW has slightly higher distributions.

Q: What are your thoughts on Nividia's investments in:
- WeRide -WRD
- Nebius Group - NBIS

- Would you agree and add to a portfolio ?

- Which of the two would you prefer over the other, Or Both...

Thanks,
M

Q: what do you think of this company. has been transitioning to a tech company with recurring revenue.
i realize small cap.brian

Q: Hello 5i,
I have just read your blog “5 Inane Things…” and saw your comments about (u.s.) real estate. I then checked the Q&A on O:US and saw that the most recent questions pre-date this madness. I need to increase my real estate by about 2.25% and can easily add to O, or diversify. I would prefer a dividend-payer yielding 4.0%+, if possible. Or, should I settle for being slightly underweight for the time being??
Any suggestions would be very much appreciated.
Many thanks, as always!!!
Cheers,
Mike

Q: Good morning 5i team,
In today's market, would you add/start to a full position on these four names?
Looking to hold EQB, KSI, KXS and VBNK for 5-10 years.
Thank you for your advice,

Stephan

Q: Can you suggest any Commodity ETF's that track the S&P livestock index, or food index? Do you think that they could provide increased returns due to tariffs, or possibly other disease and weather related events that may affect global food supply?

Q: Mda has been generally weak of late.Are tariffs a big consideration .Do you have an updated view on this name?

Q: I'm looking to invest in the healthcare sector for income and am considering HHL or LIFE. Which one would you recommend and why?

Q: hi folks...opinion on Q4/FY results for trans medic tmdx/q....seem pretty good and shoots down the short report from while ago....would you rate buy/hold/sell....thanks, jb