Investment Q&A

Q: I own some Bitcoin and would like to invest more but in my registered funds. Can you recommend an etf or CDR I could consider? Thanks.

Q: My partner is opening a new TFSA account. What 5 stocks would you recommend for a 10+ year investment today, emphasis on growth?

Q: I'm looking for an ETF in the US Markets for a US Dollar Money Market Fund or equivalent with low fees. Could you recommend one or two very reputable ones?

Broadly, I came into some US dollars, and before I invest them, I'd like to put them into treasury equivalents for security until I invest into the broader market.

Q: I own small (2-3%) positions in Snowflake, MongoDB, and Datadog. Would you currently hold these stocks or sell them? If sold, what are some possible replacements in the tech sector?

If I were only to sell one, which holding would you let go of first and why?

Thanks.

Q: The 5i team review GLXY in July 2024 with what I understand to be a moderate upside potential with some risk. The stock has gone form $18 to $34. I believe that you still like the stock but maybe for different reasons. Could I have your current thoughts please?

Q: Secure Waste Infrastructure (TSX:SES).

Is this another QST?

Is it worth buying?

Thank you.

Q: Is there anything you would buy today on the DeepSeek fallout? I have listed a few but am open to other suggestions. Thanks.

Q: Why the rather large decline of CPX today? Is it a good opportunity to buy?

Q: Hello
I have 3 x 5i recommendations I should probably move on from AQN (- 68%),
EGLX (- 98%) and ILLM (-81%).

With the remaining combined funds I would need a 350% to recoup the loss back to even - assuming a 5yr min hold what would be 5is thoughts be for sector and position choice to reallocate ? I d prefer these be positions your moderators in fact own.

Q: Retired, dividend-income investor.

I've held NWC since 2019 and have done quite well, averaging roughly 15%/yr. I have trimmed and added over the years. Late last year I trimmed at just under $50. It has since ran to $55 and corrected roughly 20% to $45...now at $47. I see it's P/E range over 5 years has been 7-35-ish, now at 17. I was thinking of topping up again. To me a good price would be $45 and a great price would be $40, even though I'd happily buy where it is now.

From a Trump tariff point of view, my research shows mostly northern Canada, plus USA, then Caribbean as it's markets....any concern here?

Your thoughts on the current valuation, my entry top-up ideas and the Trump tariff would be appreciated....thanks....Steve

Q: Doing my semi annual balancing. Have some money to add to one, two or all three of the named companies. Looking at a 3 to 5 year time frame, what would you suggest. (With your thoughts on the subject)
Thanks. ram

Q: What would cause cash to lose money ?

Q: Hi, with shares skyrocketing so quickly, would you take a breather or wait for the correction, or would you still buy at today's prices, in your opinion? Thank you.

Q: Hi Folks,
I'm considering these 2 stocks - IBIT and GLXY. Which would you prefer to start a small position in today?
Thanks

Q: I know you like both but for a purely growth if you could only buy one company for a 3-5 year hold would you buy Datadog or Celestica today?
Thanks for all of you folks do!

Q: Good morning,

I recently became aware that SOBO's dividends can be paid in US$.

Q1. Do you consider it a good idea to journal SOBO.CA holdings in a CDN$ Non Registered account to a US$ Non Registered account so that US$ can be generated in a similar manner as journaling BN shares from my CND$ Non Registered account to my US$ Non Registered account for the purpose of generating US$.

Q2. Do you see any negative aspect or tax implication with this strategy?

Thank you for your thoughts on this and I'll await your response.

Francesco

Q: Looking for investing suggestions for someone in there mid twenties that has a very good job and are just starting out investing, I was thinking buying a few ETFs that auto buy every paycheck through a big bank brokerage arm kind of set it and forget till they figure out if they want to learn more about investing. Also what would be a good basic investing book that teaches how RRSPs and TFSAs work? Is Gordon Pape still around, lol.

Q: Hi 5i team,

I'm looking to deploy some new TFSA money for a 15-20+ year hold, ideally for a CAD stock given the current high US exchange rate. I currently have more tech than other industries with stocks like NVDA, SHOP, GOOGL, CSU, MFST, LMN, TOI and TTD.

I'm looking for some non-tech growth CAD options. Can you please recommend and rank 5-10 options in order of their leadership and balance sheet?

For CAD non-tech stocks, I currently own WSP, TVK, GSY, BN, EQB, ATD, BYD, ATZ, HPS, SLF, TD, TFII, LULU, WELL, CS, and ATS. Would you add or start new positions in your recommendation?

Q: Another question on my semi annual balancing exercise. With the understanding that the rest of my portfolio consists of conservative growth, dividend paying large caps and that I am looking at a 3 to 5 year time frame. Please indicate the those companies you would carry at a 5 % ish level, those that you would carry at a 2% to 3% level and those that you might not carry at all. Much appreciated ram

Q: Everyone, if you were just starting out on a long journey of investing your savings in the market, what would be the first three things you would do? Clayton