Investment Q&A

Q: If I have to trim Tech to get more diversification, what would be your top three picks in each of Basic Materials, Utilities and Industrials. They can be either Cdn or US companies or a combination thereof. Thanks

Q: My investment club was looking at buying into Triton International only to realize that it was acquired by Brookfield but still has preferred shares listed from the original company.

The original intent was that we are a buy-and-hold type group and were looking for a reliable dividend payer in the shipping industry. We are interested in still going through with purchasing the preferred A shares but the group is all pretty new to DIY and do not have experience with this type of holding.

Are there any additional unknowns that we should be watching out for here? Do these preferred shares have an expiry or carry any additional risk?

Thanks

Q: I am trying to purchase 5 american companies to hold in an AI-focussed portfolio, probably for 5 years or so through this next bull market. I already own the megacaps and so I am specifying less than $200 billion market cap for each of these. Can you give me your top AI-related plays with these criteria? Thanks.

Q: Your thoughts on DRI Healthcare Trust please. I am reading outperform ratings in the Globe and Mail. It is a comfort to have 5i to ask questions - thank you. Barbara

Q: In the last year, I have gone from being up on PBIT, to being down about 30 percent. What is your outlook for this stock? Is it a buy, sell or hold? Thanks

Q: Over the past number of years, I’ve dramatically altered my investment portfolio from mutual funds through an advisor to buying individual stocks in a diversified manner on my own. I’ve religiously followed the advice of 5i by reading up on your suggestions and learning from reports etc. I’ve gleaned much information from other readers like minded questions and appreciated the astute 5i answers. I can’t say enough about how this has been appreciated. I’m very happy with the performance of my portfolio and could not have been so successful without your input and sound advice. I was wondering if 5i might consider supporting a charity that perhaps some of your readers could contribute to in honour of your tremendous efforts. Thanks for considering it. Dennis

Q: I don't really understand what happened to the $5 special distribution. I know it was consolidated into the existing share count, but I do not see any benefit. Can you please explain. Thanks

Q: Does their DRIP have a discount?

Thanks


Sheldon

Q: Good Morning

Anybody”Red Flags” with Topicus deferring their earnings release?

Thank you

Q: Hi Folks,
I am looking to start a High Growth Portfolio - can you give me 5 Cdn and 5 US names, regardless of sector, that you feel will have the highest growth a year from now.
Thanks

Q: Your thoughts on DBO please.

Q: Hi, can you provide your current thoughts on Long term US treasuries. TLT is down 2.5% so far today. Thanks
Mike

Q: NVDA now compromises 9% of my total portfolio. What's the maximum weight YOU would be comfortable with? Alternatively, would you consider selling - say - 2% of NVDA and buying VRT? If yes, can you please compare potential risk/reward for both NVDA and VRT over the next two years on a scale of 1-10? Thank you.

Q: The ETF, HXS pays no dividend. So if HXS was held in a RESP account, can one avoid the US 15% withholding on dividends, because HXS pays no dividend, whereas ZSP held in a RESP account would be subject to the 15% withholding tax, because it does pay a dividend. Thanks … Cal

Q: Hello, I was intrigued by Fernando's question (Jan 26 about that 11 stock/ETF retirement portfolio). The only stock from that list I do not own is QSR. However, thanks to you I do have BYD and PBH. Wondering if (a) these would be good alternatives for QSR? If yes, which one would you prefer? Thank you.

Q: Could you comment on Meta's results and whether, with the jump in price, you would inititate a position here? Thanks.

Q: Can you please comment on the recent earnings, today's drop, and your views of it moving forward (buy, sell, hold). Thanks so much!

Q: Crystal ball question. What has a better return over the next ten years, Apple or S&P 500? I’m debating whether it’s time to move on.
Thanks

Q: In a question from Chris on Jan 30, there was a listing of "buy and forget" stocks. One of them that caught me by surprise was ECN given its pretty dismal performance. Although it has bounced off its lows from late 2023, it has been a fairly poor performer down about 65% from its peak in 2022.
Do you think this one has recovery potential in the long term?

Q: Would investing in both Amazon and Shopify be too much overlap?

Thanks.