Q: Peter, the 1/4 & FY looked good to us, your thoughts ? How has it compared to benchmarks over the past 5, 10, 20 yrs ? Is it a 1 stop shop vs S&P 500 ? Thank you as its our biggest holding.
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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: Hello 5i, can you comment on Crocs earnings please. The market seems to like them, but what do you think about the declining Hey Dude revenues? Thanks.
Q: On the answer today to the top 5 growth stocks in Canada and US - is GLXY worthy of being in or close to your answer? Why or why not please.
Thanks,
Terry
Thanks,
Terry
Q: Are margin requirements the same for Mutual funds versus ETF s ?
Example FID Gobal Innovators Fund versus the ETF.
Example FID Gobal Innovators Fund versus the ETF.
Q: please review the results. is it still a buy after a miss?
Q: In what way will the lowering of interest rates affect insurance companies such as SLF:CA and the Canadian banks?
Q: Good morning 5i
A number of people have commented on the large amount of cash that Berkshire is holding and worry about it. Mr. Buffet says they haven’t seen much to swing at and mentions that it is not a bad time to hold cash, given numerous unresolved and potentially dangerous situations in the world at the moment. I realize that Mr. Buffet has much more money than the average investor and that makes buying significant assets more difficult. I would be interested in your take on this?
With appreciation
A number of people have commented on the large amount of cash that Berkshire is holding and worry about it. Mr. Buffet says they haven’t seen much to swing at and mentions that it is not a bad time to hold cash, given numerous unresolved and potentially dangerous situations in the world at the moment. I realize that Mr. Buffet has much more money than the average investor and that makes buying significant assets more difficult. I would be interested in your take on this?
With appreciation
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TerraVest Industries Inc. (TVK)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Vitalhub Corp. (VHI)
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Vertiv Holdings LLC Class A (VRT)
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Celsius Holdings Inc. (CELH)
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Duolingo Inc. (DUOL)
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Propel Holdings Inc. (PRL)
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Lumine Group Inc. (LMN)
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TransMedics Group Inc. (TMDX)
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Nextracker Inc. (NXT)
Q: Can you provide your top 5 growth stock picks over the next 6-12 months and provide commentary on why each is worthy to make the list. Appreciate getting separate Canadian and US lists.
Q: Hi Group . I am not happy with my Raymond James financial advisor. Namely I am paying them $1200/month in fees. Presently i am at 6% return YTD (7 1/2 average over last 10 yrs). When i look at your balanced portfolio you are significantly better than that as is the major markets..
What is the best way to measure performance. Is it fair to say in general that they should be better than the market. What do you suggest as a reasonable measurement on performance . I realize this is not easy to measure so can you give me some suggestions that i can follow . thanks for your help
What is the best way to measure performance. Is it fair to say in general that they should be better than the market. What do you suggest as a reasonable measurement on performance . I realize this is not easy to measure so can you give me some suggestions that i can follow . thanks for your help
Q: What is the difference or implication buying Global Innovators mutual fund versus buying Global Innovators mutual fund?
Q: Can I please have your view of KSUM?
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Alimentation Couche-Tard Inc. (ATD)
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Black Diamond Group Limited (BDI)
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goeasy Ltd. (GSY)
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BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ)
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Global X S&P 500 Index Corporate Class ETF (HXS)
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EQB Inc. (EQB)
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Lumine Group Inc. (LMN)
Q: The above holdings are in an RESP that won’t be required for at least 7 years. For new money, which sectors to add and a couple of suggestions please.
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Rogers Communications Inc. Class A Shares (RCI.A)
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T-Mobile US Inc. (TMUS)
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BCE Inc. (BCE)
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Quebecor Inc. Class A Multiple Voting Shares (QBR.A)
Q: Seeing as BCE is down, would it make sense to reduce BCE and enter into RCI.A and QBR.A. ? They seem more cyclical and are down as well. Or ride out BCE?
Q: No healthcare exposure other than WELL, could you compare these, or if you have a better idea?
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iShares S&P/TSX Capped Consumer Staples Index ETF (XST)
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iShares S&P/TSX Capped Information Technology Index ETF (XIT)
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Evolve Global Healthcare Enhanced Yield Fund (LIFE)
Q: I am pretty close to full positions on LIFE, XIT and XST. Also, I am sitting on <5% cash, being basically fully invested. Over the next few months I plan to top up these 3 ETFs.
In what order would you add to each of these 3, based on their current valuations, compared to their historic valuations as well as their potential?
My thoughts were LIFE, then XST, then XIT (although I suspect your order would be XIT-LIFE-XST). Please include a brief "why".
Thanks for your help...Steve
In what order would you add to each of these 3, based on their current valuations, compared to their historic valuations as well as their potential?
My thoughts were LIFE, then XST, then XIT (although I suspect your order would be XIT-LIFE-XST). Please include a brief "why".
Thanks for your help...Steve
Q: Hello 5i.
Sometimes in questions (or answers) "starter positions" or "partial positions" are mentioned. My question is, how should an investor best manage such positions in a hypothetical 20-25 stock portfolio (implying 4-5% as a full position), while maintaining this portfolio size? Should an investor buy e.g. 4 "starter positions" at 1% each and then consolidate into the one that does best? Or should an investor buy starter positions with an eye to replacing a current full position that is not performing as well? Or is there another approach?
Thanks!
Sometimes in questions (or answers) "starter positions" or "partial positions" are mentioned. My question is, how should an investor best manage such positions in a hypothetical 20-25 stock portfolio (implying 4-5% as a full position), while maintaining this portfolio size? Should an investor buy e.g. 4 "starter positions" at 1% each and then consolidate into the one that does best? Or should an investor buy starter positions with an eye to replacing a current full position that is not performing as well? Or is there another approach?
Thanks!
Q: What is your opinion of using leverage through a HELOC to invest vs dollar-cost-averaging every paycheck as money becomes available? I am going to primarily invest in index ETFs.
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Advanced Micro Devices Inc. (AMD)
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Super Micro Computer Inc. (SMCI)
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Dell Technologies Inc. Class C (DELL)
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Vertiv Holdings LLC Class A (VRT)
Q: I used to own NVDA at <$100/share and foolishly sold it around $300 USD before it started to climb vertically. I am now too chicken to buy back in. What would be some names to own in the AI and Semi conductor theme that are still reasonably priced? Or would you suggest sitting out of this theme for now?
I already own MSFT and GOOG.
I already own MSFT and GOOG.
Q: Would you consider this ETF as an alternative to bond ETFs? The yield is attractive but I’m not familiar with this type of private credit investment and what the risks are or how sustainable the yield is.
Thanks.
Thanks.
Q: I am in my 80’s and have a cumulative capital gain over $600,000 in about 30 companies split evenly between U.S.andCanada.
To avoid paying the higher inclusion rate should I sell some of these stocks now and purchase them back at a later date bearing in mind stock and currency rates fluctuate.
To avoid paying the higher inclusion rate should I sell some of these stocks now and purchase them back at a later date bearing in mind stock and currency rates fluctuate.