Q: Please give your opinion on CPIX. Lots of inside buying. Thanks for your analysis.
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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.
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Alcoa Corporation (AA $30.33)
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Caterpillar Inc. (CAT $413.71)
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Eaton Corporation PLC (ETN $378.62)
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Lockheed Martin Corporation (LMT $463.96)
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Parker-Hannifin Corporation (PH $722.58)
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Eagle Materials Inc (EXP $215.12)
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Trane Technologies plc (TT $447.33)
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RTX Corporation (RTX $151.50)
Q: Hypothetically, if a gradual increase in US manufacturing does occur, are there any names poised to outperform?
Q: Which would you prefer HPS.A, TVK or VHI from a growth perspective?
Thanks for your service?
Thanks for your service?
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Thermo Fisher Scientific Inc (TMO $414.75)
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Waters Corporation (WAT $287.53)
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IDEXX Laboratories Inc. (IDXX $514.61)
Q: Good Morning Peter, Ryan, and Team.
I would like your opinion of TMO at today's price ??
Thank you for your expert analysis. DL
I would like your opinion of TMO at today's price ??
Thank you for your expert analysis. DL
Q: Could you please provide a more detailed rationale for your latest addition to the Balanced Portfolio. GFL.
How is the current valuation and debt, compared to its competitors ?
Could you also explain the recent secondary offering by some of its institutional share holders and the shares buyback by the Co.
Although, stock dropped on Friday, alongside the market, but do you consider the Co to be a decent hedge during uncertain tariff times ?
What will 5i rating for the Co, if you were to provide one ?
Thank You
How is the current valuation and debt, compared to its competitors ?
Could you also explain the recent secondary offering by some of its institutional share holders and the shares buyback by the Co.
Although, stock dropped on Friday, alongside the market, but do you consider the Co to be a decent hedge during uncertain tariff times ?
What will 5i rating for the Co, if you were to provide one ?
Thank You
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BMO S&P 500 Index ETF (ZSP $94.54)
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BMO Equal Weight Banks Index ETF (ZEB $46.96)
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iShares Core S&P/TSX Capped Composite Index ETF (XIC $43.59)
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iShares S&P/TSX Capped Information Technology Index ETF (XIT $73.74)
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iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $38.06)
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Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $52.74)
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iShares Core MSCI Canadian Quality Dividend Index ETF (XDIV $32.29)
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BMO Nasdaq 100 Equity Index ETF (ZNQ $102.36)
Q: Could you please provide your top 5 Canadian ETFS and top 3 dividend Canadian ETFs. Rank the ETFs as well
Q: Following up to Bens question on market multiples - does 5i have a website recommendation to reference current and archived multiples for respective NA Market index s ?
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Duke Energy Corporation (Holding Company) (DUK $118.42)
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NextEra Energy Inc. (NEE $75.95)
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American Water Works Company Inc. (AWK $142.91)
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Utilities Select Sector SPDR ETF (XLU $83.75)
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Invesco Water Resources ETF (PHO $70.70)
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Atmos Energy Corporation (ATO $156.66)
Q: Please suggest some US utilities, either individual companies or ETF that make sense these days. Thanks
Q: North West has bucked the market trend rising 13% in the last two weeks on good volume. Is it that increased spending in the Northern stores is expected due to settlements or is there some other factor at play? They report Q4 April 9.
Q: Hello your thoughts on DOW please
Q: If you own (cost basis) over $100,000 (I believe) of foreign stock, you need to fill out a T1135 form. My question is, if you owned EFTs for foreign companies, and purchased those EFTs on a Canadian market, will those EFTs need to be included on the T1135?
I know this is a tax question, but I hope it has an easy answer. Thanks.
I know this is a tax question, but I hope it has an easy answer. Thanks.
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $126.20)
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GFL Environmental Inc. subordinate voting shares (GFL $65.17)
Q: Which would you prefer HPS.A or GFL from a growth perspective?
Thanks for your service?
Thanks for your service?
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Vanguard S&P 500 ETF (VOO $576.92)
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INVESCO QQQ Trust (QQQ $561.26)
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Schwab US Dividend Equity ETF (SCHD $27.02)
Q: A large portion of my portfolio is VOO, QQQM and SCHD. Would you recommend buying QQQ, VOO or SCHD when they are currently available for less from their highs?
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Apple Inc. (AAPL $211.18)
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NVIDIA Corporation (NVDA $172.41)
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Aritzia Inc. Subordinate Voting Shares (ATZ $75.31)
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Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $19.23)
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RH (RH $195.49)
Q: Hi,
Assuming that this trade war comes to a quick end…… what would be the best picks at this time ?
Any thoughts on Apple or nvdea
Assuming that this trade war comes to a quick end…… what would be the best picks at this time ?
Any thoughts on Apple or nvdea
Q: Hi,
I'm a conservative, almost 60yr old inverter who, last Friday, panicked and shifted about half of my portfolio into ETF bonds as a safer haven for now due to Trump's global tariff mayhem. Now, of course, I'm considering the unthinkable - Canadian inverse bear ETF's to try to get some money back from the crash. I may never have the nerve to do such a thing since I realize there is a high-risk gamble, no dividend and high fees involved. Is there anything else I should be aware of before I dip my toe into such extreme ETF's ?? Is it better to stay in CAD or shift to USD ?
Thanks - Nick
I'm a conservative, almost 60yr old inverter who, last Friday, panicked and shifted about half of my portfolio into ETF bonds as a safer haven for now due to Trump's global tariff mayhem. Now, of course, I'm considering the unthinkable - Canadian inverse bear ETF's to try to get some money back from the crash. I may never have the nerve to do such a thing since I realize there is a high-risk gamble, no dividend and high fees involved. Is there anything else I should be aware of before I dip my toe into such extreme ETF's ?? Is it better to stay in CAD or shift to USD ?
Thanks - Nick
Q: Would you agree that these unusual times, as 5i describes it, represents an unprecedented period where investors cannot decouple politics and economics?
Thanks in advance for your help during this turbulence.
Thanks in advance for your help during this turbulence.
Q: Dear 5i team.
Would appreciate your updated views on PKI with the recent news that Simpson is taking steps to field 9 new board members.
What is your educated guess on how this plays out?
I see the chart indicating a bounce opportunity as it's trading back to levels currently that look like triple bottom to my non educated eye.
Appreciate your assesment.
Would appreciate your updated views on PKI with the recent news that Simpson is taking steps to field 9 new board members.
What is your educated guess on how this plays out?
I see the chart indicating a bounce opportunity as it's trading back to levels currently that look like triple bottom to my non educated eye.
Appreciate your assesment.
Q: Hi, I would appreciate if you could suggest a best ETF to invest in China. Also, if you can suggest an ETF for Emerging Markets with less focus on China.
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iShares Japan Fundamental Index ETF (CAD-Hedged) Common Class (CJP $14.39)
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iShares MSCI Japan ETF (EWJ $71.81)
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BMO Japan Index ETF (ZJPN $36.74)
Q: Hi, I would appreciate if you can suggest an ETF for investment in Japan. Both Hedged & Unhedged options.
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Broadcom Inc. (AVGO $283.34)
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NVIDIA Corporation (NVDA $172.41)
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Capital Power Corporation (CPX $60.50)
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Astera Labs Inc. (ALAB $102.13)
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Nebius Group N.V. (NBIS $52.79)
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Tesla CDR (CAD Hedged) (TSLA $29.42)
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Microsoft CDR (CAD Hedged) (MSFT $36.75)
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Amazon.com CDR (CAD Hedged) (AMZN $26.54)
Q: I have the above stocks all at significant $$ losses in my trading account. I don't need to sell any, but am wondering if I should sell and switch to other similar stocks to lock in capital losses. Do you have an opinion on which you'd sell tomorrow - and a proxy for an equivalent or better replacement. And which ones you would keep due to their unique positioning in the current market? I don't really want to sell and wait 30 days to rebuy the same stock.