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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.

Q: Good evening 5i,

I have held ZLB for some time and while happy with the holding as part of my portfolio, I am considering a switch to HDIV. It would continue to be a long term hold.

Based on past perfromance, I don't see that the ZLB provides that much less volatility protection over HDIV to justify the higher fees and lower yield.

I would certainly appreicate your thoughts.

Thanks
Read Answer Asked by ANDREW on October 17, 2024
Q: Hi 5i Team - Could you provide a summary of the fundamentals for IES Holdings including cash on hand, free cash flow and a measure of its profitability. Could you also provide its growth potential over the next 3 to 5 years and if possible indicate the ratio of organic growth to growth by acquisition. Also what are the insider holdings and has there been any significant buying or selling over the past few months. Is this a company that could benefit substantially from the dramatic increase of data centres needed for AI purposes.
Thanks.
Read Answer Asked by Rob on October 17, 2024
Q: The stock has been down for several years. The last month has gone up.New financing with Sprott ?s this still a wait and see or time to add
Read Answer Asked by JOHN on October 17, 2024
Q: Good morning, I have $200,000.00 in a taxable account and am looking for a temporary safe place to invest it in for a period of 6 to 8 months, hoping to generate some yield.
Do you have any suggestions?
Kindly advise & Thank you
Sergio
Read Answer Asked by Sergio on October 16, 2024
Q: good morning. just read your report on bns and was hoping to hear what you thought of the dividend in the future. To be short it has been very disapointing in growth over many years and just wondering what were your thoughts going into the future.
I realize it has a good dividend now but as a dividend growth investor i also want some growth. Do you see any in the future?
Read Answer Asked by hans on October 16, 2024
Q: I am setting up a TFSA for my wife. I have been managing my own TFSA for 7 years but my wife has maintained her account with a BMO investment advisor. We also both have RIFs managed by the same advisor. My TFSA has far outperformed the accounnts managed by the professional (thanks to your advice) but my wife is very risk adverse. She has about $100 K to invest. We are both in our 70s and don't have pressing needs for the cash. Could you. suggest a basket of Canadian/US stocks/etfs that would provide some low risk growth with a 10 year horizon.
Read Answer Asked by Ron on October 16, 2024
Q: Hello 5i,

NVDA is our largest position. GOOGL is 2nd and AAPL is 5th . With potential headwinds for GOOGL (except for Waymo) and AAPL (lower sales and China bs), would it be prudent to trim a full position of GOOGL and/or AAPL to a ¾ or ½ position and reallocate funds to other stocks?

We have a few options for those funds. Sector allocation is not important.

Increase positions in 1 or 2 of: CROX, ASPN, TMDX, CLBT, UBER, AMD, AVGO
Add new positions in 1 or 2 of: CECO, CRM, SMCI, VRT, SNOW, AAON, BKNG


Thank you

D&J
Read Answer Asked by Jerry on October 16, 2024
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