Investment Q&A

Q: Looking to diversify into international markets for the first time and was hoping to get your advice on where to start. Do you have any preferred international ETF's for a long term hold?

Q: How does SPYM (not listed on your site) differ from SPY? I've read this is Warren Buffet's favourite ETF.

Q: The most recent GDP Now reading came in at 1.3%. That is a pretty large and fast change to the downside. What are your thoughts about the overall numbers coming out of the US lately? Thanks.

Q: Could you name some preferred companies and Etfs that would profit from increased EU defense spending. Thanks.

Q: Good Morning Team 5i & Everyone,

Do you know how leverage, leveraged ETFs and options affect stock prices? Like is it some buying/selling by market makers in the after hours or once per month.. maybe once per week? Or maybe not at all. There are many statistics showing that retail is using record high leverage.

Thank you for indulging my curiosity.

Sandra

Q: Your thoughts on recent reactions fir these two stocks .
Thanks

Q: BYD has come down a lot recently, from 240 to the 170 range, the analysts are quite bullish , is there any explanation for the drop ?

Q: Hi Peter, I don't have any shares of TRI but have wanted some in the past. Is it still worth buying considering the drop it has had and would now be a good time to buy or is it better to wait for the split as I don't think I would be participating in the dividend. Thanks

Q: I need to diversify my RRSP and looking to allocate 10% of portfolio. What REITS should I consider for 5 to 10 year time frame. I read REITS are out of favour but I would think if rates go up they will not do well.

Q: Hello team,
There has been a lot of negative news lately regarding private equity and private credit. Can you provide some insight as to extent of the issues with this segment and if this is something that could extend to a significant downturn in the whole financial sector similar to the financial crises we saw in 2008-2009.

Thanks for shedding some light on this for me.
Paula

Q: I’m thinking of switching out propel for cameco?
What are your thoughts for long term growth.

Q: Which companies in the Monterey and Duvernay regions do you believe are ripe for take over? Please rank from most to less likely

Thank you

Q: Which stock would you prefer TER.US or MDA for long term growth?

Thanks for your service!

Q: is it time to buy crwv

Q: Back in October, I asked you this question: Do you think NBIS stock is still a good price or is the stock becoming overvalued? Feels like there's lots of hype around it right now.... At what price would you think is IS overvalued?

And you responded by saying that 150 was time to perhaps sharpen your pencil. Do you still fill this way or has your rough number changed? There has been quite a bit of news from this stock since last fall.

Look forward to your insights.

Q: These 2 stocks have been really beat up lately it seems because of the higher valuations vs results and AI fears.

But if you listen to the most recent earnings calls AI is actually a driving force behind their results, their ability to drive efficiencies / scale and is exactly the kind of 'benefit' that AI can provide (eg. combing through large amounts of data - many of which most humans don't even want to see, writing reports and synthesizing interactions etc) And they operate in industries where switching costs are huge and the barriers to entry and data privacy issues / cybersecurity is paramont.

I really think the market is wrong on these names - when do you think the shareholders will be rewarded? I realise long term that AXON has well out performed but over the past year or so it is below standards.

Q: How large is YOUR AI exposure? Obviously I’d like to maximize my return before it takes a big hit. What will you be looking for when considering moving on from this theme? Should I choose a different approach and hold for the long term regardless?

I have NVDA, CLS, NBIS, MU And TER. Each being 5% of my overall holdings.

Your overall thoughts on my exposure ?

Thank you

Q: Hello Team,
What are your thoughts on ISRG today? I am thinking to add...
Many thanks!

Q: Can you recommend an ETF that covers European military rearmament.

Q: I recently took a small position in SPRX:US, Spear Alpha ETF. It does not come up in your data base; can you pls add it so that I can include in my portfolio tracking. And can you pls provide your assessment of this fund....do you see it as a suitable way to get a broad exposure to the tech world? Do you think it is spread too thin? Are the fees appropriate for what it does? Thank you for your excellent service