Investment Q&A

Q: High-Dividend yield ETFs.

Could you list 2 in Canada & 2 in the USA?

Are there any European High-Dividend yield ETFs.?

Thank you.

Q: It looks like job losses in the US and Canada will increase the likelihood of interest rate cuts. The former suggest bad things going on in the economy, the latter tends to be good for stocks. Can you comment on how those factors might play out for the markets in the coming year?

Q: Have been looking to diversify my portfolio into the housing market . What do you think of these 3 stocks or would you be looking elsewhere ?

Q: Do you consider CEG a BUY/SELL or HOLD today? A reason please ?

Are there better options in this sector?

US and CND options

Q: Hi 5i, would you please take a look at PPX, is it buyable now, they are almost completing the equipment being installed by PPX Mining Corp. at its Igor gold and silver project in Peru, specifically ball mills as part of the project's grinding circuit. I think it is a very important milestone. thanks

Q: Hello,

Is there a specific reason dragging BAM down in the short term? A good opportunity to complete a position?

Thanks

Q: PNP, I bought this stock a while back and I'm not sure why ? Getting old , I guess. Down 40%. Just get rid of it ? I also have ASML and QCOM and have done very well with these two in the past , but now down 24% with both of them .What say you , hold or sell ?

Q: Good day, 5i If you invested funds in CMR (no trade commission) is it ok to sell some of the invested money on the next day? Thank you for your help.

Q: Dear Peter et al:

Everyone including yourselves talk about 7+ T USD on the sidelines when a question about market correction is asked. This money will step in and protect the markets from a crash. That seems to be the
thesis here.

But the huge cash reserves of big companies, (BRK for example) pension funds and various PE firms
(listed and unlisted) have ALWAYS
been a feature in the market, no?.Even during the bull or bear
market this Cash on the sidelines has been a constant, right?
So, the question is what is the range of cash on the sidelines? Can this cash on the sidelines act as a " metric" to signal Bull or Bear market?
(Just like your thesis on VIX. 40+ means buying time).

In simple terms what should be the "Normal" cash on the sidelines?!

Q: Follow up question

If there is no premium for Teck why would management agree to takeover deal. Can you please give us the details of the deal is there a stock deal or cash and stock

If we consider the special dividend Anglo plans to shareholders prior to closing (which will impact the value of shares received as they will decline post-dividend) the deal is essentially at a 0% premium to TECK shareholders. The market is making the assumption that there will either be another offer or new bidders. Thus, we would hold for now.

Thanks for your advice

Q: ATD has not really done much for some time now. What stock would you recommend to replace it at this time.

Q: Owning crypto ETF’s vs actual coins: If Bitcoin, for example, goes to $200,000 from its current level would we expect the same Percentage increase in the value of a bitcoin etf?

Thanks.

Q: Looking to add one of the above for a 2 to 3 year hold and would like your analysis,outlook , recommendation and entry price for each. Thanx.

Q: Astera Labs has been running nicely. Your thoughts on the near term, take profits or let it run?

Q: I currently hold ADF Group and Propel holdings in my TFSA. I am considering selling these and adding to Galaxy Digital and Zedcor, which I have very small positions in. The objective would be better growth. I would appreciate your comments.

Q: Hello, you have recommended all of these in the past. Given the current valuations, what would you suggest as current entry prices, and why? Especially with a focus on ROAD if you could. Thank you!

Q: I have held TRI for many years. Its share price is up over 700%. since I have owned it. I was wondering, given its recent price decline, whether you think its day has come and gone or if you think it still has future growth.

Many thanks for your imput.

Q: Wow….up $30 this morning on $17 billion contract with Microsoft. Can it surpass Coreweave? How far can this baby go up.
And thank you! Nebius is paying for a winter vacation!

Q: Thoughts on merger with Anglo American please. Do i sell into this strength for teck, noting they are minority owners?

Thank you

Q: ISC catching a bid today after announcing a strategic review, based on it still appearing relatively cheap and a theoretical exercise only, what would be a reasonable potential takeout price?