Investment Q&A

Q: To balance my portfolio what bond etfs and other fixed income would you recommend currently, give CAD And US options?
I have accumulated quite a lot of USD from good returns and I am seeking to broaden my exposure to non US stocks (e.g. Europe) are you okay with buying the US equivalent ETFs or do you recommend converting back into CAD?

Q: Could you give me your opinion on which you prefer out of this list ? If one was to combine 3 or 4 of these what would be a good combination ? You may take more than 1 credit if you wish.

Q: In your opinion, the Stella AI announcement of today seems to demonstrates that Constellation can leverage AI as a growth driver rather than a threat. Given that the stock is currently under pressure due to misguided fears about software obsolescence, don't you think this is proof that CSU will dominate through its proprietary data? On a 3 to 5 years horizon, isn't this precisely the 'decisive moment' to accumulate a market leader at a discount?

Q: I sold a PUT at a loss. I plan to buy another PUT of the same stock at a different strike price, which expires at a later date. Do I have to wait for at least 30 days to avoid a superficial loss?

Q: SHOP announced good earnings. I know call hasn't taken place yet but can you provide quick comment and what lies ahead for the stock over next 6 months. Was there anything really striking in the results that might serve as a big catalyst?

Q: Own this ETF. Based on its prospects for next 1-2 years would you continue to hold or is it a sell? Could you provide some rationale for your assessment? Thanks.

Q: Everyone, if a person has a growth portfolio, 25 stocks, how many stocks would have a negative return in a given year. I assume not everyone goes up each year. Clayton

Q: Do you feel that the international markets can continue to produce the returns that they have in the last year. If you look at S. Korea, Mexico, Brazil, Europe, Emg. Markets, these ETFs have outperformed the US market by HOME RUNS.
Thanks Again

Q: Hello team,

Is Roku a buy or sell or hold? Why would it be a buy?

Thank you for being there for us all everyday!

Q: Wondering what your current thoughts would be on this early stage company. It looks like they have some interesting clients.
Thank you!

Q: CJT: I bought at $103 in Aug. and sold at $77 in Dec. for tax loss selling - held small position - 500 shares - man it has gone up a lot since then. Why? I assume you think I should stay away? Comments please.

Q: Good morning! I know the following are vastly different, but at today's prices, what would be your ranking to initiate a position? Please provide a short justification for each (pros/cons). Thank you!

Q: Hello 5i,
First of all, I wold like to thank you for the "Five from 5i" in general, but specifically the "Is Inflation Higher Than We Think" article - a great read!!
Secondly, pertaining to the article about the fee reductions for some Vanguard ETF's, I notice that VIG is there, but not VGG. Would VGG receive any benefit from the VIG fee reduction, given that it isn't specifically mentioned. (unless it was there, and I missed it - always a very real possibility....)
Thirdly, I am looking for some current recommendations for my grandchildrens' RESP's. Their ages are 5 - 7 yrs. old. One Family RESP holds BN (up 112+ %) and the other holds VGG (+73+ %). I went through the existing RESP questions, but given the current volatility and market uncertainty, I thought I would ask for your current favourites, given the foregoing. I certainly like many of the options given in previous questions, but I feel that the environment is slightly different now than it was several months ago.
As always, thanks so much for the awesome service!!!!
Cheers,
Mike

Q: What are your current favorite small cap, and mid cap energy names ? The PSCE ETF covers a good selection of US names. Is there a similar TSX listed ETF ?
Thank you.

Q: Please comment on Finning International earnings/guidance. Thank You

Q: A couple of days ago I asked a question about what ETFs you like that focus on industrial, manufacturing in Canada, USA and outside North America. As I noted I am looking for funds that are in Canadian dollars [ hedged or non hedged ]. You responded with ZIN, XLI, EUAD, & EXI. Except for ZIN these are in USD. What do you suggest in Canadian dollars.

Thank you

Paul

Q: I've owned Google since just after last split and up substantially, is it maybe time to sell and move on, bought as growth stock only to generate cash to invest in dividend paying stock, have enjoyed the ride and want to keep the huge increase since split, I know you don't provide details on specific portfolios, interested in your views on growth potential going forward.

Q: I owned these brokers for what I thought was a defensive play in my RRSP. They've both been hit this week on AI disruption. I'm not one to sell while under water, however it seems the barriers to entry are somewhat eroded quickly in the broker business if AI companies can offer direct to consumer insurance quotes and pass on commission savings to the customer etc.... I know it's very early innings and that this is hard to predict with any certainty, however do you see much more downside with these two stocks? Not sure I want to experience another 20-30% leg down here.

Q: I must have been napping or looking in the wrong direction when these guys took off.

Lots of FOMO here. Can I still play? More upside potential?

Or look elsewhere for growth?

Perhaps similar but undervalued companies in this sector?

Thanks.

Q: Both of these stocks seem to have performed in a fairly stable manner and have yields at current prices in the range of 11-12.5%. Can you recommend either or both as at least 3-5 year holds?

Thanks again