Investment Q&A

Q: I just finished reading the psychology of money and am looking for more books to read in the financial sector that you recommend

Q: I have some money parked in CBIL and UBIL. Can you suggest any other comparable short-term T-bill ETFs?

Q: I am curious what information you have on BITW and your opinion on the crypto market as a whole. It has a 2.5% mer but remarkable performance YTD. I presently hold IBIT and ETHQ and until recently was a doubter but can not argue with returns to date.

Q: Merry Christmas 5i folks.

Thanks for everything this year. Overall very solid returns achieved.

I was holding ZWT and then added QMAX (to compare for a bit and then consolidate) for Sector exposure, but when I looked at my whole portfolio, AMZN, MSFT, NVDA, GOOG and SHOP, through 40-600% gains (many thanks), have become about a third of my portfolio, but also represent 40 and about 22% of ZWT and QMAX. With their fortunes tied so heavily to my individual holdings, is it worth holding a sector ETF?

Conversely, I kept teeter-tottering on which Canadian bank was going to be "The best" over the next few years +, and not pulling the trigger. Based on some of your other answers recently, I settled on going with a 6% position in ZEB, and am ultimately pretty happy with the lower management fee and equal weighting approach, and having a holding in the financials. Do you think the outlook for the financial space over the next few years would justify a higher weighting? Would adding a small position in PRL or something make it more complete?

On the small caps side of things, I have positions in PNG, TCS, CLBT, TMDX, ASPN, HPS and CALF. CALF has been sort of... uninteresting, and I'm considering selling it and initiating a couple more small caps for more torque. Front runners currently are VHI, ZDC, WELL, MDA. Thoughts? Any others you would put in there? Would you dump ASPN for UFPT?

Given how weak the Canadian dollar is right now, would you prioritize US or dual listed companies? Or will Canadian ones get a 'Double boost' if we can get some strength back in the loonie?

Thanks for everything, and Have a great new year!

James

Q: Hi,

Given the share' s pullback after the annouced departure of Fiserv's President and CEO (he is joining Trump's team), do you see this as a buying opportunity ?

Thanks

Q: I just read that XYL might be impacted by the 25% tariff Trump is teasing to apply to China and my portfolio currently holds XYL. With this in mind, for both XYL and AWK, what % of their products are manufactured in the USA vs China?......Thanks for the helpful info.....Tom

Q: Has your opinion on QNC evolved since 2021?

Q: Hi,
I'm down almost 50% on TMDX. Is it time to move on, hold or add? Can you please provide a brief comment on where you think it is heading.
Thanks

Q: Could you recommend a few ETFs trading in CAD that would provide exposure to healthcare. A couple of ETFs for growth and a couple for Income using covered calls.

Q: Hi there!

Yesterday I saw an analyst had raised his 2025 target price to “outperform” from 3.25 to 5.00 based on strong improvements mostly from the Triad business and recovery of the RV Lending business…what do you think?

Thank you!

Q: Is this a stock to average into weakness or try to find a support level and initiate a position?

Q: Good day all, according to Canadian Insider, Capstone insiders have been doing a lot of selling in the past few months. What can you read into this and how do you see this affecting the future of the company as a stock investment ? Thank you.

Q: Hello
BDT has pulled back recently despite decent earnings
what are the fundamental reasons for the pull back
does the upcoming D Trump tariffs affect this stock?
should one wait until feb 2025 to see ?
please give me an entry point , thanks
Michael

Q: With the CAD losing ground to the USD, is it still worth converting Canadian dollars to buy US stocks? If yes, what would be your 5 top growth stocks for 2025?
Thanks

Q: I don't have any exposure to energy and wanted to know what your views are for the sector going forward. In the current market environment, what percentage of your portfolio would YOU invest in it? Your top stocks for growth? Would the 4 stocks mentioned be good candidates? Thanks in advance.

Q: Do you like the debenture offering?

Q: Hello Team,
Could you please recommend three Canadian "staples" stocks or ETFs with dividend.
Thank you!

Q: Good morning 5i
You seem to have a lot of confidence in Google. I wonder, though, what unexpected developments could come along and derail Google? For instance Search is a big component for selling advertisement. But, since Chat gp has been developed, I generally direct any questions I have to it, rather than to Google. It does the searching for me. If something like that became widespread I imagine it could be very bad for Google. There may be other detrimental developments, too. I don’t imagine you have a magic answer for this other than just to keep an eye open. But I was wondering whether things like this would dampen your enthusiasm for Google and move you to hold less?

Q: Can I get your opinion on investing in South Korea? I know it is unlikely to be a focus area of 5i, but in your experience, do political issues (in relatively stable countries) represent good buying opportunities?

Q: Hello 5i,

We are in sync with the theory that hardware stocks will slow down and software will be the next phase. Which stocks from this group would you purchase today if not owned. We will assume that those not mentioned may be purchased on a pull-back. Of the list, are there any stocks that you would swap out for another stock?

WMT, NVDA, VRT, FTNT, GDDY, EVLV, SPT, UEC, FFIV, PYPL, SYM, BMY, LLY, APPF, ARM, MNDY, ORCL

Thank you for your help.

D&J