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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 am still buying and looking around for the best possibilities. Today the motley fool listed the three Canadian stocks they would buy, if they could only buy three. I notice that you seem quite strong on cls these days. And perhaps I see you putting the breaks on for hps. I may be wrong on this perception regarding hps. But, I think you are getting stronger on cls. What would be your 3 stocks Canadian? I am particularly interested in your main reason for liking cls.? It has not corrected. I know you like moment, though. I wonder whether I would’ve put shop in it’s place with the recent drop?
Read Answer Asked by joseph on January 14, 2025
Q: Hi team, Amazon DSP.. I think people just assume it’s always going to be a two-way race between Google and TTD. Can I get your take
on Amazon’s DSP and if it *could* become the 2nd most dominant player after Google? I have a 3% position and looking to make it 5%. Are you a buyer today? I have a 3.4% position in Apple which I’m considering selling completely to fund this.
Read Answer Asked by Don on January 14, 2025
Q: could you pls suggest a couple of US denominated etfs that track the sp500 - preferably equally weighted. Thanks
Read Answer Asked by gary on January 14, 2025
Q: Hello all at 5i

Was looking at the proposed transaction initiated by Bill Ackman's Pershing Square whereby additional shares of Howard Hughes Holdings are to be acquired by Pershing along with a simultaneous share buyback of approx. 5.8M shares. The proposed buyback would be financed via issuance of bonds (swapping equity for debt).

HHH appears to have a nice collection of real estate assets. Ackman has stated that HHH will be a permanent holding. Bill Ackman is a (very) smart guy but do you think HHH is a smart investment?

Thank you

Brad

Brad
Read Answer Asked by Brad on January 14, 2025
Q: As a general rule of thumb would you let a holding exceed 6% of total portfolio value even if the stock is running well?If the answer is yes what would be the max percentage you would be comfortable with?
Read Answer Asked by John on January 14, 2025
Q: How should I protect my portfolio before Trump introduces tariffs of up to 25%. Which companies would be most affected and might be sold before this happens?
Read Answer Asked by JIM on January 14, 2025
Q: Hi 5i,

Basic clarification - when you allude to allocation percentages in a portfolio - do you 5i - speak to the allocation % in an OVERALL Portfolio? Example (All non reg and registered investment accounts) or within a specific portfolio (i.e. RRSP etc.)?

Thank you!
Read Answer Asked by Julie on January 13, 2025
Q: Names like VRT, NVDA, SHOP have now corrected about 15%. I like to buy in these situations all the while being fully aware that I suck at timing the bottom of a correction, knowing only that I am getting a deal compared to recent highs. My questions are: Any red flags on any of these? Do you see other names with similar or greater pullbacks that are equally or more compelling? A list of those would be appreciated. Thank-you.
Read Answer Asked by Alex on January 13, 2025
Q: Hi Peter and 5i Team,

Recently, Noah Solomon has had several articles in the Financial Post in which he describes the inherent dangers of the S&P 500 due to its high valuation, warning signals from the CAPE ratio, etc. (I’m using VFV as a typical ETF).

What is your assessment of his views? What strategies might a retail investor employ if there’s validity to his thesis?

Thanks as always for your insight.
Read Answer Asked by Jerry on January 13, 2025
Q: Are the California wildfire losses expected to have any impact on Canadian insurers, possibly as reinsurance partners?
Read Answer Asked by Jeff on January 13, 2025
Q: Good day, 5I. Is it ok to sell a ETF in a RIF and repurchase immediately in a TFSA. There would be no capital gains or losses to claim. Thank you.
Read Answer Asked by Donna on January 13, 2025
Q: As Google spent US$48 Bn a year (2024) it should have very robust search engines. The startup, perplexity.ai, is reportedly valued at US$9 Bn now. Mr Bezos and others back the firm. Personally, I haven't noticed big change for quite a while in Google's searching features. Do you if / know when perplexity might be brought public, and whether is looks at this point to be close to being knock Google's searching feature away? If it could, would you expect this to have much impact on Google's profitability?
Thanks for your valued insights.
Read Answer Asked by TOM on January 13, 2025
Q: Can you explain what a MIC is? what are the benefits and risks? How do you buy them? Any you would recommend?
Read Answer Asked by Carla on January 13, 2025
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